1 HOUR 2 MINS
DonorPerfect Features for Transformative Fundraisers
Join us to explore DonorPerfect enhancements that have the power to transform your fundraising strategy.
DonorPerfect Features for Transformative Fundraisers TranscriptPrint Transcript
All right. Well welcome everyone to our what’s new, what’s next in Read More
All right. Well welcome everyone to our what’s new, what’s next in DonorPerfect panel discussion. I’m Amanda Tedric. ski, and I’m going to be your moderator for today. As a reminder, if you guys have any questions that you would like addressed during the q&a portion at the end of this presentation, you can go ahead and pop those questions into the q&a section. If you just want to share your thoughts, or that you’re really excited about a new feature, then you can pop that into the chat box.
So for today’s session, we are going to be focusing on some recent and upcoming enhancements to DonorPerfect. That’s going to improve how you set strategic goals, and how you engage with your constituents in a more personal and transformational way. And I’m joined by the members of our product management teams who will be highlighting those enhancements. So before I start off with those hard hitting questions, I’m going to go ahead and let them introduce themselves, starting with Josh Kolbert.
Hey, everybody, my name is Josh Kolbert, as Amanda just said, been with donor corporate for just under five years, and I manage our online donation forms products. And it’s right it’s a products, we have a new and exciting all identity forms product that I’m really excited to prepare for you today.
All right, we also have Evan Doyle.
Hey, everyone, I have been done with DonorPerfect for over a decade now. And still every year, I’m really energized by this conference, I really appreciate the sacrifice of time that you guys have all made to be here with us. And I really appreciate the privilege of being able to work in such an amazing sector. And last but not least, last but certainly not least, Josh Nelson. Hello, everyone. I am really excited to be here as the last but certainly not least product manager. And I’ve been with DonorPerfect for 13 years, the DonorPerfect conference has a special place for me, as a former host of the event. I’m really excited for everyone to come again this year to hear all the great things that we’ve been able to do for you and with you in DonorPerfect. So looking forward to the session with you.
All right, and Josh, you’re gonna get our first question for today. So many of our clients have expressed how important it is for them to be able to see how they’re doing at glance in terms of different fundraising metrics from donor retention to the overall revenue that they’ve raised. So how can DonorPerfect help our clients reflect on their fundraising performance so that they can identify opportunities and goals to take their fundraising to the next level?
Great question, Amanda. Next slide. You know, we heard from many customers that they were struggling to see progress on their overall fundraising goal mean, how much are we raising according to what we are trying to achieve? They wanted to see trends and compare their progress to last year. And they wanted to keep their board updated.
Real quick, I’m gonna take a 32nd pause. It looks like everyone Amanda can see the notes and not the slides. So I’m not sure if we can quickly fix the presentation view. Yes, we can give me one second to just correct that real quick. And I apologize for that.
All right. So let me just change that here.
As product people in technology, expect the unexpected and are ready to do the dance at any time.
But I’ll continue here and while we work on the slides, perfect guide on time, well done. So
these are some
With the challenges that you have shared with us, you know, one of our favorite things to do is to partner with our customers, to hear your feedback to understand your challenges that you’re having, whether it’s with DonorPerfect some features you want, or whether it’s in the industry, you know, you’re trying to solve your your fundraising problems and challenges. And this is some of the feedback that you told us, I need to turn off the general chat, because you’re all making me laugh, you’re hilarious.
Go ahead and go to the next slide.
And it all starts with your annual goal. Simply enter how much you’re trying to raise and DonorPerfect, we’ll keep track of your progress throughout the year, right from your organizational dashboard, you can find that by going to the Reports menu and simply clicking on Dashboard. Next time.
Here are five key performance indicators, or some of the most important metrics, you can simply measure with one click access
over the different areas of your fundraising for the last 12 months, as and
each particular metric
will show you where you’re at currently. So for example, growth and giving is at 13% over last year, and it’s going to show you just how much you’ve either increased or decreased year over year compared to this time last year. So you can see in this particular example, growth and giving is up $70,000 Compared to where you were last year. This is actually taken from a live customer. So it’s anonymous, you don’t know who it is. But I want just to represent something here that the data says, you know, everything looks good. Right at the top, you can clearly see all up into the right metrics, right? That’s what we want to see. However, this particular organization has been doing what seems to be everything, right? They’ve been thanking almost 96% of their donors, as soon as they get the gift. And one of the things that they changed this last year is they implemented a month giving program
in a way to really grow it. So they double down on that. And what that did is it brought down their average gift amount, because now instead of giving maybe one or two larger gifts throughout the year, they’re getting 12 smaller gifts, but more over the course of the year, which we know drives up donor retention, and drives up lifetime value. So
you often have to dig one layer deeper, but we make that easy from the one click access within DonorPerfect next time.
And here are two
trends of the most important metrics to zoom in a little bit to see how have we been are out. Rather, how have we been doing over the last 24 months? It’s great to see that say my growth and giving or donor retention rate is this today. But how have we been progressing throughout the year? And you know, over last year as well? Well, we made it really simple for you to quickly see your trend this year compared to last year, and how you’ve been progressing. It gives you a much better idea on how you’re doing with your transformational fundraising efforts than just your current KPIs. And lastly,
you know, one of the trends that we’ve seen as well as food banks, especially throughout the pandemic, is an influx of new donors, looking to help their community through the hard times. It’s such an amazing thing that we get to watch is the overall generosity of donors, you know, rising up and stepping into partner with you to meet the need and your communities. Well,
one of the things that
this shows is, there’s this giant influx of new donors last year, and retain and reactivated. We’re about the same compared to the previous year. However, this particular organization didn’t do a great job of engaging those new donors understanding who they are in order to keep them. Now time will tell whether or not they were a good fit, whether it was an episodic donation. But one of the things that Evan is going to share next is how to better understand your new donors especially as
You’re receiving them, and knowing how to put a face to the name so that you can prevent this from happening to you too.
All right, well, thank you, Josh Nelson. And we’ve got lots of great gifts going in the chat for people who are loving all of that different data points.
So even knowing that we have to increase donor retention or knowing that we want to focus on increasing our average gift amount, is it enough? Because we have to improve.
To be able to improve upon those KPIs, we have to begin to understand who our audience is. So can you tell us a bit more about donor insights and how that data can help our clients get to know their donors, and make that shift to a more transformational fundraising focus? Yeah, absolutely. Thanks, Amanda. So, you know, every organization is unique in their mission and their approach to making the world a better place. But so as the makeup of their supporters, throughout the conference, you’ve heard a lot about how much things have changed in terms of donor behavior, as well as how the sector overall has had to pivot and adapt. But you’ve also heard some great, some great data as far as the increase in retention of those first time donors, those new donors, and we really believe that a lot of that has to do with the shift towards more transformational fundraising.
But there are challenges that we’ve seen for a long time that this this difficult time is highlighted even more, and we want to make sure that we can make a little bit easier for our clients to connect with their supporters, and each other and to build those sustainable transformational relationships. And that’s really been the inspiration for DPN sites.
So before I talk about our small part in the solution, there are some obstacles that we see teams facing today siloed, teams, staff turnover, and really transactional data being the only reliable data that they have. So, you know, just like many for profit organizations, nonprofits can suffer from silos that make it hard to leverage the information that you already have and stay aligned. Marketing and Communications have their own view and their own priorities development has, there’s program staff out, there’s and so on. And this can really create disjointed experiences for current and future supporters.
staff turnover is always a challenge. But we have been, we’ve become even more problematic during the pandemic, as we’ve really seen that rate of turnover increase, and really impacting organization’s ability to grow.
And this is especially impactful when the information isn’t centralized and doesn’t live and actually just lives in the heads of the people. If you’re able to attend Meredith sosman session yesterday, she talked a lot about the importance of getting the interactions with donors logged in the database and the continuity, this helps bring build rather.
And Josh going to talk a little bit more about how we can make that a little bit easier. But this leaves many teams with a lot of transactional data, but not much else. So this can really make it overwhelming to even know where to start. Who should you be focused on? How can you make the most of what you already have, and have a better way to prioritize and connect with your supporters?
So next slide, Amanda. In other words, how do we go from here to there?
With DP insights, we’re going to take that basic contact information you get from maybe that first time donor and help turn it into a person. We’re able to do this with identity resolution and data augmentation technology. This takes potentially different versions of that person and pulls it all together. So if you look me up on LinkedIn, my information is going to be different there than maybe what you find in my voter registration.
Or what I’ve put into my most recent online donation to your organization. With the right technology, we can pull that all together and enrich it with as many as 1200 additional data points of publicly available information for people within the United States. So what can take hours of researching and interpreting various signals that you might find about a donor that can really be done at scale to help jumpstart your prioritization and segmentation.
So once that is done at the individual level, we can pull that all together with a report that just really summarizes your constituencies. If the array if you attended Tuesday’s session with Lew Rodman and Kelly Ramage, they went into detail about the importance of understanding your audience and priorities using personas. This summary view can really be used to help bridge the gap between teams and help new members of the team more quickly understand your constituency. So understanding your existing supporters and tailoring your approach even slightly can really make a huge difference.
Retirement, I’ve looked at one of these reports, it’s been amazing to see how different the breakdown of an organization’s constituency is even just their basic demographics, their education levels, their generational breakdown, the predicted likelihood of response to various types of communication. And really using this as a rallying point for for teams to really get on the same page of who they’re who they’re trying to reach.
So with DP insights, we’re also going to append each individual record within DonorPerfect with over 30 attributes that are both descriptive and predictive, leveraging those 1200 points of publicly available data I was talking about earlier. And this lets us take that big data and really make it actionable. So with that information right within DonorPerfect, you can do lots of things with the standard reporting and filtering that you’re already used to using today. But some quick examples of that would be like using the top donor listing report and sorting it by the predicted giving capacity or wealth rating from from DEP insights, and comparing that to the performance of what they’ve been giving to recently or over their lifetime. In this example, if you can see, we’ve got some potential underperformers at the top there, that might be good, good prospects to handover to someone to try to dig in a little bit and have more personal touch with to understand their motivations and, and build that relationship a little bit more personally.
And add more of a macro level, when we’re looking at the bottom area, you can see that this particular organization has over 90% of their fundraising revenue coming from Baby Boomers, this is really going to be kind of a wake up call to really identify that we really need a new strategy, we need a strategy to attract that next generation of supporters.
So you know, with this guide, and get to the next slide.
So with this information, you know, you can really make more intentional and strategic decisions and plans to attract, retain and grow the bond between you and your constituents. And you know, with giving Tuesday, right around the corner, we expect our clients to see a lot of new donors.
But with those new donors, you know, how would you approach them differently if you knew just a little bit more about them as people. So there’s a lot more than I could say about this. But we have a lot more to cover. And I did want to note that we really wanted to make this
a cost effective.
solution for our clients, you know, we understand that budgets are tight. And this is something that we’re basing it off of the package, they have a DonorPerfect. If you have any questions, you can reach out to me or any of your account managers. But everybody that’s attending the conference today, our clients are going to get a 20% discount if you are interested in that subscription.
Right, thank you so much, Evan. And now we’re gonna turn it over to Josh Nelson. So tell us about some ways that DonorPerfect can help our clients engage with their constituents and show their gratitude for their donations. Absolutely, thank you, Amanda.
You know, you can go to the next slide.
You’re never going to break the cycle of transactional fundraising, when this is the message and the only time your donors hear from you. When you’re saying, will you give another gift, it’s time to give again, or we need your money. We all know this to be true. But in order to shift it to a transformational relationship that you have over the course of their lifetime, your we’re going to all have to start spending more time saying this. Thank you for your generosity. And here’s the impact we’re having together on our shared mission. So fundraisers who are expressing that sincere gratitude as close to the time where they received the gift are seeing transformational results as well. So next time, here are a few ways that we’re helping you express your sincere gratitude from within DonorPerfect right now.
The one of the things that we did is to help you personalize your thank yous right from the donors record. And so now you can personalize each thank you for the checks and overfond donations you’re entering.
By simply at the time you’re entering the gift.
Simply click thank donor and whether it’s email or letter, you can personalize the end
information right within DonorPerfect. And add a little note. Ask them about how their kids are doing at the start of school or you get it, you’re the experts. But we’ve made it really simple for you to streamline your thank you because what we’ve seen is as you thank your donors, at the time that you enter the gift, you can see upwards of 60% donor retention, and just waiting one day will reduce that impact that you’re going to have on your donors. So we made it simple for you to simply click thank you right away as soon as you entered the gift. And in order to drive your donor retention up.
The next thing up for you is helping you build your lifelong donor relationships with a new BCC email integration, right from within DonorPerfect. So now you’ll be able to track all of your emails you’re sending to or receiving from donors.
Right from within Gmail, or Outlook, or any other email service provider, simply save your emails by forwarding them. If you receive a donor reply, you can forward it right to DonorPerfect. And we will store that email history so that you no longer have a moment where you’re going, Hey, where did you leave off? With your conversation with that? Don’t I know we’re talking about something or other like what was that again, and so you can pick up right where your colleague left off to prevent either redundant outreach. So you all can seem like you’re on the same page. And you can know what the conversations were about. And so you have that history. It’s not just stored in someone’s inbox. And this will help you make your next donor conversation personal and relevant.
The next feature Oh, and last note about that. We are currently in beta testing. And so this is currently limited access for those customers who have joined the beta program. And it will be released later this year. So look for more information about that. Okay, sorry. The next
feature that we have is one thing that I’m super excited about back aside. And that is, we got some Gremlins here in the in the slide deck is making an impact through your wonderful smile. I mean, what we did is we did a virtual conference so that you can see our face and it was as close to the real deal as you can get. But we realize, you know, you can’t always have a zoom, we’re all full of zoom fatigue. But what we made it simple is for right from the donors record, you can send a personalized video, which wows your donors and helps you build rapport with your smile. And it increases open rates of your emails tremendously. donors who receive a video email, are more likely to open it. And if they’re opening it, they’re getting your message, you’re breaking through the noise. And you’re able to get get your sincere gratitude felt in a way that’s different than a text, an email, or even a phone call. And our friends at cause vid have partnered with us to bring it to you at half the cost of retail price. So there’s a free trial right within your your system, you can simply click send video, give it a try, send me an email, or a video. And I’d love to send you one back. And you know if your hair doesn’t look so good today like mine.
And you’re not really ready yet, even though you just got the gift, you want to quickly send a thank you. We’ve done something because we realize, you know, you’re not able to send it in the moment every time. So the last thing I have for you is the next slide. And that is this, we’ve made it possible for you to simply schedule a future outreach, whether you’re using our Smart Actions feature to automatically add this for you to say on every Friday. When you finally fix your hair and you look great.
We are we’re making it easy for you to schedule a future donor outreach, so that you can send that video or phone call or email or handwritten note that you intend to do. Never miss a deadline. So right from the homepage, we’re making it possible for you to have right in front of you every time you
login your one on one donor communication. So this brand new feature rolled out earlier this year. So hopefully all of you are checking this out. But right there, you can either mark it as done, you can go to the donor record or the contact. And we’re putting some of those key stats so you can personalize your communication with your donors. And those are just some of the ways this year that we’ve improved your ability to express your gratitude with your donors. And we’re looking forward to hearing your feedback on on how you enjoy those features.
Thanks, thank you, Josh Nelson, lots of great chatter in the chat. So people are really excited about everything that you just showed.
So we all know how important online donations are, they’re a fast and easy way for our donors to support our cause. So I’m gonna turn it over to Josh Kolbert. So he can talk a bit about the new online donation forms.
Awesome, thanks, Amanda, you can go ahead and jump to next slide. Great to be here. Thanks, everyone. So in terms of donor engagement, and communication, you know, we found that online appeals are one of the cheapest and easiest and also most efficient ways to you know, meet your donors, where they are, and your prospective donors, and allow them to learn about your mission and support it on their terms. You know, sending out a professional high converting donation form and inviting your donors to complete it is really a fantastic way to get the word out to a lot of people whether they doing it before, or whether they’re potential first time donors. But you know, I think the challenge is, we’re not the only industry that believes that. And in fact, in 2021, almost everyone in every industry is courting your donors online. So the key is how do you cut through the noise and make your organization your story stand out? And, you know, we believe that the answer is to create an online giving experience that’s really frictionless and easy to complete, but also creates a strong emotional connection to someone feels that they have to give, you know, given the importance of online fundraising in today’s times, we decided to reimagine and revamp our donation forms with these concepts in mind. And I’m really excited to preview what we’ve got for you today. Man that you can jump to the next slide, please.
So you’ve heard about this throughout this conference throughout today and even throughout the session, but with most things related to fundraising and 2021. Transformational fundraising plays a really large role in fundraising success. And it’s become clear that making donors feel connected to your mission, on an ongoing basis is the right way to strike the right tone, and create an emotional connection and really an alignment to your cause. So this means treating, giving more personally, and like Josh said, not just asking for money, and also taking the time to ensure that your donors understand the impact that they’re getting makes and why they should be giving, you know, and several different giving levels several different levels of impact, not trying to get them to buy and click a submit button, but trying to get them to really understand, you know what, giving a little bit more accomplishes or giving on a monthly basis accomplishes.
Turn transfer transformational. Fundraising also means prioritizing long term relationships, you know, before the gifts during the giving experience and after the gifts in the post donation experience. So we’ll talk a little bit about how to make that confirmation email exciting, and informational and motivating as opposed to kind of just a boring and cold tax receipt. And now I’m ready for next slide.
So one of the things that I want to show here, and you kind of see in the video here of the kind of the drag and drop, but what we’ve got here with our reimagined form builder, unlike our passports products, is just that drag and drop, What You See Is What You Get type of form builder. Why is that important? Well, we feel like it’s imperative that you’re able to easily design a form that’s easy to complete for your donor base. And so by being able to see what that donor experience is, while you’re building the form, it really increases your chances of building a frictionless form, understanding what the donor experience is going to be, so that you can tweak it before we press publish and share. Let’s start the next slide. See some more.
So sticking with the four building concept, part of making a frictionless donation process is really understanding your donor base, and the ranges in which their giving capacity lies. And so, you know, you may find that your donors, you know, perhaps I’ll give a lot of smaller gifts, or maybe you have donors a gift, you know, on average, your donor base tends to give a little bit of a larger gift range. Understand that range and being able to set it on your form is really important. And what you can see here in this video, if you look at those top two giving levels is we’ve made it really easy to change the given levels on your form and see what it looks like in real time. And so if I initially had you know, five and $10 set, and I want to change those top two levels to $10 and $20. I can accomplish that within seconds within a couple of keystrokes. And those changes are made in real time so that I don’t need to wonder that those changes take place or where they look like on my form I can make the change
Just on the left side of the panel, and I can see them in real time on the right side of the panel, we think that’s pretty exciting.
Let’s see what else we’ve got on the next slide.
So talk a little bit about frictionless giving. As I mentioned earlier, part of what makes your new form important is the ability to tell your organization’s story on the form itself, really create that emotional connection I referenced where someone feels like they really have to give. And in this case, you can use our descriptive text from the left hand battle to drag that a little bit of a story onto your forms canvas. And that’s what you see there. And that top portion on the on the right side of the screen is the organization has told the story about about Paul’s root cause. And they’re explained to their donors about what happens if they’re not able to secure enough donations, what happens to those animals, but and just as importantly, you know, what’s the impact that the donation or donations can make, and really using convincing emotional language on the form itself at the point of decision to convey to donors, you know, where and how they should be doing and how much they should be doing. And we find there’s a lot of in this industry data that suggests that that’s a really compelling way to get donors to give and get again. But it’s not just about that descriptive text, what you can see in those actual giving levels, and the 10, and 20, and 30, and $50 amounts is your there’s actually a short little story attached to teach giving off on again, there’s a lot of industry data that suggests that we talked about that emotional connection and compelling storytelling, actually explaining what each giving level accomplishes is a great way to get donors to donate not and that’s just the donate. But actually, the donate more text on the screen, unfortunately, is a little bit small, we can send out some copies. But what you can see from the difference between $20 a month and $30 a month is that in this case, the organization is actually able to supply additional blankets and leashes and collars for each animal. And so if you’re a pet lover, and you’ll and you understand that, you know, give me $20 might give you know kind of daily meals and a bed. And heck for an extra $10 a month, you can get you provide blankets and leashes and collars, collars, that really helps to create that emotional connection with the donor to say, hey, you know, I’ll give three, I was gonna give $20 a month but in this case, I understand the value is being created by giving $3 a month right there in the form of I’m gonna choose that $3 option. And so, again, there’s a lot of exciting evidence that that type of storytelling really motivates donors to give an upgrade their gifts. Lets you ask is there on next slide.
So of course, as great as one time donations are, you know, Josh, talk to your monthly donations we found are even more powerful and more valuable to all of our organizations. And so it’s great that you’re able to tell your donors what each giving level accomplishes. And so they can decide on the monthly impact they want to create. But one of the challenges when we look at this kind of toggled screen going back and forth is I don’t know about you. But for myself, with most donors, most donors don’t have the ability to give 250 or 100, or in some cases, even $50 a month, but they want to create that recurring impact. And so when you think about, you know, a frictionless giving experience, we’ve created functionality on our online forum where the owner can actually toggle and see lower, more palatable, kind of more appropriate levels on a monthly basis. And so, again, I only do want to get once you know, maybe those 2550 100 $200 options are the right options for me. But if I want to get monthly, I see kind of more welcoming, lower, again, more palatable amounts. And so I don’t feel like, you know, I look at that, like a $20 gift is going to be too low, I see that it’s going to be appreciated by my organization. And we found again, that there’s a lot of evidence that those types of things really compel donors to give and in this case, you know, make a monthly gift seem more inviting. And that’s really important.
And let’s jump to the next slide and have a look at what the final form looks like. And so we’ve got a little video scroll here. And what you can see is, this is a nice, tight compact form, there’s not a ton of scrolling, which is good, there’s not a ton of, you know, random space between the fields. Again, you’ve got the monthly toggle, you’ve got a storyteller that each donation level, and you’ve got a really nice easy form to complete. And so we feel like that’s a really compelling way to motivate your donors and get them through that giving process quickly. And so that’s exciting. Next slide.
And then the last slide I talked about earlier is it’s not just about the giving experience, it’s about the post giving experience. And so we can see at the top of this thank you email here is I’ve included a nice image and one of the kitty cats is being helped and able to tell a story in my thank you email, really a nice compelling story. And not only that, but in this case, I’m actually able to link out to other information. Again, it’s not just about the bottom part of that page, that tax receipt, but it’s about the story of the top half. And so there’s a lot of information there. There’s also a link that if the donor didn’t get on a monthly basis, they can click there and learn more about the monthly giving program. And that’s that’s obviously exciting and valuable as well. Let’s jump to the next slide.
So when we think about personalization, and you know kind of completing the loop, you know, the giving experience is great but when we really want to nail you know, a personal
was thank you and Josh referred to this earlier, you know, some of the value of the online form here is that those donations end up automatically in your CRM and DonorPerfect. And so based on certain conditions that you can set, when certain donations hit your CRM, it can actually trigger Smart Actions that can send out a personalized thank you, and perhaps one of those personalized video thank yous that was talked about earlier. So you really get that you’re gonna have that nice personal touch, just another way to, you know, increase the warmth of the giving experience, and that make it feel as transactional and more transformational.
Let’s talk the last slide.
So hopefully, I’ve given you a good flavor of what’s in our rotation, first product, there’s a lot more to come, that we’re a lot that we’re excited about. And so with this revamp, there’s some functionality coming down the coming down the pike that I want to get you excited about as well, we’re going to be adding the donors covers cost functionality that allows your donors to fulfill and ensure that their intended donation actually reaches your mission, by allowing them to kind of add a little bit of an additional donation to match and meet your processing fees now to help to offset those processing fees. You know, thinking about transformational fundraising, improved record matching, you know, Nothing’s worse than having tons of duplicates, where you’re not able to completely understand who your donors are, and you’ve got two or three or four Josh cobras that doesn’t make a donor feel very warm at all, you can’t even you know, tell that there’s more than one of Josh in the database. And so we’re going to be improving the record matching of donations that come from the online form into the owner perfect CRM.
Sticking with the theme of you know, emotional connections, you know, we know that basically, about a third of gifts are made in honor or memory of someone attribute gifts are really important. So we’re excited to add attribute functionality to this product.
And then these last two bullets here are something that don’t exist in our current forest product. But we’re excited to add to this product. One is an enhancement to our monthly giving functionality. We’ve talked about what they’re giving a lot now. But one of the things that again, we try and rely on data and evidence. And there’s a lot of evidence that suggests this monthly giving prompt or push or nudge, just to be called it is really impactful. And so what we’re building into the forms right now is if someone does go through the process and wants to give it a one time basis, and let’s say they want to give, you know $100, the forum will actually send them a little note, not too invasive, not too obtrusive, but basically be able to say, you know, hey, you know, it’s great, we appreciate your $100 gift, but would you consider giving $10 a month, it’s gonna go much further for our organization, please consider doing so. And so that’s functionality, we’re excited to add to help to, along with that toggle, really show donors how valuable and how easy it is to give on a monthly basis. And then the last thing we’re working on right now, there’s much more beyond this, but the thing that I kind of want to tease a little bit that we’re excited to deliver is actually an integration with PayPal, where donors will be able to pay with their PayPal accounts as opposed to just credit cards. That’s something we’ve heard for a while and we’re excited to deliver in this new form of products. As I just said, there’s actually much more coming down through the pipeline than just these five bullets. But these are some of the most immediate things that we’re going to be adding to the product you saw tonight. And we’re really excited to deliver them to you. So hopefully you’re excited and happy to answer any questions when we get there.
Thank you before I let you go, because there is one common question that is coming up. When can people expect to get access to these forms? Everyone wants to know? Okay, great. So there’s probably like today, you know, I can’t see the IDs, I do see, we’ve got several 100 clients on this in this session. This bug is live and processing money today. And so what I’d say is you can get in touch with us and get in touch with, you know, either your customer relations specialists, or if you’re not currently processing with us, obviously, we need to set up a payment gateway. So perhaps you’re an rep, I’m certainly happy to share my information as well. But the answer to the question is that this product is available for any any DonorPerfect client, you know, today,
you know, compared to what some clients have been smart bunch are using, you may find that, you know, you may be wanting to use it before we had some of these bullets, you may want to wait till we have some of these things that those covers cost attributes. That’s really your choice. But we’re happy to turn this product on for anyone who’s interested right away and allow them to make that decision for themselves.
Thank you. All right. So
moving into then what’s coming next for DonorPerfect. A couple slides ago, Josh Nelson had talked about the annual giving metric, which allows us to see an overall fundraising goal. But a lot of people were writing into the chat. What if I want to set a goal for a particular campaign solicitation, General Ledger? Evan, you want to tell us a little bit about those future enhancements coming to the dashboard?
Yeah, absolutely. So part of what also what Josh talked about was some of the changes we’ve made to the new homepage, hopefully, you know, whether it’s you yourself, that have that type of direct interaction with constituents, donors, or you’re able to
Take advantage of that, or at least whoever at your organization does is able to do that. But we’re really excited about the next addition to the homepage that we’re going to be adding sometime in November. So, you know, we know that that big annual goal is really made up of a lot of smaller goals throughout the year. And we want to make it easier for you to be able to keep track of those, keep your team aligned around those goals. And just really quickly, and easily be able to check in on your progress. So you can see here that the next thing we’re going to be doing is giving you the ability to add those, those different goals that are a little bit smaller as part of that overall goal.
So if you go to the next slide, Manda, once you click on that, create goal is going to give you the option to set that up. So you’re just going to be able to name it set the amount of the goal set the timeframe for what when that’s going to be
what gifts within what timeframe, you want to be included in that. And you can see a little bit down towards the bottom, you’re going to be able to choose which codes, which gift codes you want to be included for that particular goal. So based on general ledger codes, campaign codes, solicitation codes, or sub solicitation codes, and have multiple codes all together. So
if your organization has a given Tuesday or an end of year campaign goal coming up, this is going to be something that you know, in November, hopefully we’ll be able to get out to everybody. And you’ll be able to start taking advantage of that.
If you go to the next Yep, go. So once you’ve created that goal, this is what you’re gonna see on your homepage. If you have access to this feature, right above the scheduled donor outreach, and you’re going to be able to see it’s just a snapshot of your progress. So you know how many gifts you’ve received from how many different distinct donors recent activity on that goal. And really, again, just just a way for you and your organization to kind of stay more aligned around those short, medium term goals.
All right. Thank you, Evan. And now I’m going to turn it over to Josh Nelson. So he can tell us a little bit about the whole household functionality that will be coming soon. Did you just say household functionality. My goodness, this is incredible news. So
I, I can’t tell you how excited I am to be announcing a preview of improved households within DonorPerfect. I mean, at the end of the day, personalized relationships with people are
some of the most important aspects of your relationship building. But it’s not just the individual on the other end of the line. It’s who they’re in relationship with. Because you know, and I know that it’s much more than just speaking to a person but making sure that you understand who they belong with. And today, I’m here to announce for the first time and DonorPerfect history, and improvement to households. So go ahead, and let’s show them on the next slide. Here is a preview of some work in progress that we have going on with a brand new experience in terms of creating individuals and DonorPerfect with a first name as a first name. And a last name has a last name. So that all of your individuals can have their individual attributes, such as email, and cell phone. And you can organize your individuals into a household. So whether there are a couple or a spouse, you can organize them into their household so that you can reduce costs with one mailing per household. You can figure out your, your giving by individual as well as collectively as a household so that when you’re reaching out, you can figure out this information. And so
next slide. That was a preview of creating the household and on our way to making sure that you can get that picture s house in Iceland that I found online.
Here’s a quick preview in terms of what the household record may look like. Some quick information about who the household is, how they want to be recognized, as well as the individual members of the household how much each person has given as well as what the total is, and then some information below about
Oh, how you are going to address them in a, you’re all making me laugh. So it’s hard to keep my composure with all of your gifts. So keep it coming, it’s good to, you know, bump me off, as well as all the the address information. And so you can have a nice clean salutation and the deer line as well as your address label, well organized. And so
we’re just as excited as you are, this has been some work in progress for our team.
We should have a preview for feedback a little bit later this year. So that if you’re really interested, certainly ask about it. Any member of our team can direct you to me. And I’d be happy to get you in touch with our team in order to give us additional feedback about what your specific use cases are, what the needs are for your team. And you’re all making the last I got to stop looking. And there’s one more thing here, Amanda about how customers can give feedback and get connected with us. They’re one of my and my team’s passions are is making sure that we understand your ideas. And so right from within DonorPerfect, you can go to suggest and vote which is our community site, which Lauren talked to you a little bit earlier today. And that’s where you can simply submit your ideas about other ideas and support those that you think are most important to you and the organization, as well as that usability feedback community group. So once you’re in community, there’s a quick screenshot under discuss, you can talk with community members and join the usability testing group. That’s where we’re usually announcing features, asking for beta testers, and getting your feedback with interviews and other ways that you can try get early access to the feature. Try it out, let us know what you think. And then shape it with us. Make sure it meets your needs. That’s one of our favorite parts of the job is hearing from you, listening to you, and incorporating those ideas and turning them into the DonorPerfect, you know, love as well as the one we’re working on next. So I just want to say thanks to everyone, before we get into the question and answer for putting up with us for this long. And looking forward to hearing what you think as well as answering other questions you have.
All right, thank you, Josh Nelson, and I am awesome.
All right, let me add everyone to the stream before I start talking.
Alright, so we’re gonna open it up to some questions, then. And we have lots of great ones in here.
I don’t think I’ve seen that much excitement about anything in a long time. Look at all that look at all those gifts. And
those gifts Don’t make me laugh.
All right, so Donna has a question about households. And she’s asking, would this be considered as one donor record? Or will they be considered as two separate records, specifically thinking about that donor record count piece. So the way that we’ve been thinking about that is that it would be one household terms of counting towards your donor records. And then you could add each individual, whether it’s one to 12 members of the household, within that that organization or within that household record? So the short answer is a count of one for one household.
All right, and are households going to be able to work with companies and employees with multiple locations as well? Or is it just for individual records, I love our customers.
So that’s exactly what we’ve been talking about. But the first milestone we’re trying to make sure we solve are individuals within their individual household. And so we’re gonna start there, solve that problem really well with you make sure it’s working for you. And then we can move on to sort of the next phase, which would be the organization and then all the contacts in the debt. All right, and last household question, is there going to be an easy way to transfer from what our clients already have in terms of setup to the household functionality when it’s launched? The best part of our job is we get to say, of course, because it doesn’t exist yet. And you know, people are much smarter than us are able to build something that could do that.
You know, we can lean on our great team and say when we get to that point in terms of getting you from where you’re at now to
where you want to be with the new households functionality, we’re going to make sure that we provide the ability for you to convert your existing data into the new format. We don’t know what that’s going to look like yet, because it doesn’t exist. But we’re certainly recognizing that we’re going to need to help you along that path. And that’s, that’s one of our favorite parts is to be able to partner with you to make sure that that works well for you. So yes. All right. Thank you, Josh. Cobra, we got lots of questions about online forms. The first one being will these new forms, be able to be embedded on our website? Yeah, I do see a lot of questions in the chat around that. And the answer is yes, we do have several clients that have embedded their forms in iframes. Now, those transactions are those the pages and transactions are working well. And the Yeah, so yeah, there’s absolutely.
All right. And a few people can ask, could you clarify how they can get access to the form product? Again? Is it something that’s live that they can get put on to right now? Yeah, it is live, it is something that we can turn on for you, I saw a couple of comments. It is not something that it’s something that we need to turn on for you because it’s in its beta phase. And so you know, I saw someone saying that they’re searching for it, it’s not going to be live without us turning it on for you. And so, you know, we would ask you to reach out to us reach out to your, like I said, your customer relations specialists, most likely is probably the best person to reach out to the start. And they can help you get access, we’re happy to turn on anyone who wants to be turned on for the beta product. But it’s it is something that we were going to ask you to reach out to us for that we can activate for you. It’s not going to be in your system. If you’re looking right now, at like, you know, 1:21pm Eastern. So that’s the best way and we’ll be happy to get you activated. ASAP. All right. And everyone’s really excited because you said the words Pay Pal, nation. So people want to know if the PayPal integration is live? And also, are we thinking about using accepting Venmo as a payment method as well? Sure, yeah. PayPal integration is not yet live. That’s still it’s still a little bit away, something we’re developing not not too too far away. But it’s not. That’s not going to be live today. As far as Venmo, and Apple Pay and Google Pay, you know, those things are all
payment types that we’re very actively evaluating and pursuing PayPal is by far the furthest along. That’s something that we’re not sure, like I said, not really not too far off of, and then Venmo. And some other types will be coming. Hopefully, sooner or later.
Awesome. And then people are asking about tributes. So can you confirm are tributes coming to the form? And when can we expect to see them? The donors covers cost attributes functionality are being you know, at this point actively worked on. So they’re not kind of, you know, they’re further along than being you know, this
discovery work done, or doing, you know, kind of more research role. He’s doing research, but both those pieces of functionality are, you know, being actively developed by our teams right now, both attributes, as well as the donors covering the processing piece. You know, it’s hard for us to know with exact certainty, exactly when they’ll be ready. But I’m, I’m pretty, I’m pretty bullish that both have a pretty good chance to be released this this year.
All right. And last online form question I’m going to ask of you at the moment, will clients have the capability to turn off or on the monthly giving toggle? Yeah, that’s something that if you want to use, we will certainly welcome your ability to use it. We recognize that may not be for everybody. And so if some of that you’re not interested using that’s okay. We, you know, I’ll say about that, interestingly, is, there’s quite a bit of data that, you know, basically two thirds, just shy of two thirds of the time, somebody’s asked to give monthly through that, that toggle method. They say yes, and there’s actually quite a bit of evidence that it actually doesn’t harm conversion rate at all. And so, you know, we are pretty bullish on that functionality. We feel like it really does help you get more monthly donors. But of course, if for whatever reason, you’re not quite there yet, and we’re unable to tell you that it would be functionality be able to turn off.
Nice. All right, Evan. So questions about DonorPerfect insights. Some people want to know, what are the differences between insights and donor search? Sure. Yeah, absolutely. So there are lots of different
research tools, data augmentation, Tools, Data, cleaning tools, so it can be a little bit confusing. But the easiest way for me to explain the difference between the two is that there’s a little bit of an overlap between donor search and VPN sites. But the donor source is really best suited for the really deep dive on your major donors, major donor prospects. Um,
If you looked me up in donor search, you’re not going to find a lot of information about me probably, but for the rest of your supporters and understanding the overall demographics of them, and being able to make better segmentation decisions, understanding, this is something that sets that apart.
So it also is significantly cheaper. So some people are seeing this as kind of a first pass and screening to identify some of the people that they maybe do want to do that deeper dive and using a tool like donor search.
Right, and then lots of questions around how they can act get access to insight. So how can we get that? Yeah, sure. Absolutely. So if you have a few of relationships, or haven’t heard from your account manager, you know, I would definitely reach out to them. Obviously, feel free to direct message me, I can connect you, it is going to be an additional cost as an additional subscription. But like I said, it is going to be 20% discount for the first year for anybody attending the conference. And is we really worked hard to make it a what we feel is really affordable, affordable. Price points.
All right, and it’s done a perfect insights a US only feature.
Yes, unfortunately, at this time it is. So I know that we have several, many of our friends in Canada here. The the data sources that are used for this are only for
adults in the United States at this time. There are other solutions out there. For our friends in Canada, I know that some are using things like charity can and
iWave that we also have an integration with but this particular feature is only going to be available for clients with constituents.
So are we have so many great questions, I have to scroll through them to find them.
All right, so Josh Nelson, that DCC integration, everyone loves it, but they want to know, will that email save in your Outlook? And will it create a contact transaction in DonorPerfect, great questions. Yes, from within DonorPerfect. The way we’ve made it is you sort of launch the email and it opens in your default email application from within DonorPerfect. And then I’ll send it through Outlook or Gmail with the BCC email address on it. So you’ll have the email in your Sent folder, as well as save it in DonorPerfect. And then when you get the reply from your donor, that’s obviously going to be sent to you
in Gmail, or Outlook, and then you can forward that to DonorPerfect, and we’ll do the lookup for those donors, and then save that as a contact. So you can see the the full email in in the donors history there.
All right, so last question. And I think this one is interesting, and I hope each one of you will give us an answer. In your opinion, what do you think is the most underutilized tool in DonorPerfect, Josh Nelson, go ahead. You want to I’m so excited about everything, just being with you guys is just incredible. So
what I will say, is,
under the theme of transformational fundraising, its monthly giving. It’s by far the single most underutilized feature that we have to offer you that that delivers on donor retention, lifelong relationships, more money annually, helping you get back to your mission, instead of fundraising at chasing your donors around, trying to get them to come back from the dead, and getting them from, you know, to be reactivated just to prevent lapsed, you get the second and third and fourth, and fifth and 12 and 24th and 36 gift automatically. We make that easy for you. I would love to talk to anybody about helping them with their money giving program. We only have about two more minutes. So I cut you off. I’m sorry. I know you could talk about monthly giving forever. And then is there any underutilized feature that you would like to highlight to people very briefly? Sure. Yeah. I mean, there’s there’s there’s so many features and things you can do which are perfect that
one, but we’ve made that we’ve made a real big emphasis on trying to improve the ability for our customers to be able to thank their donors interact with their donors, get that information stored within DonorPerfect so that it’s fair and able to be used for continuity and then reporting and everything like that. And really, that comes down to, you know, thanking your donors, thanking them quickly thanking them personally, and
hopefully some of the changes that we’ve made recently, like the
The ability to thank a donor directly from the gift record as part of that workflow, we’ve seen that really increase the utilization of thanking donors directly from DonorPerfect, but it’s still around 50% of our clients doing so. So I always like seeing that number going up and encourage everyone to make sure that their donors. All right, and Josh Kolbert, do you have anything you want to share? Oh, gosh, I think these guys, you know, did give both really great answers. My initial answer was gonna give the monthly giving, like Nelson said, and he’s, he says, all the reasons why. So I’ll repeat that. As far as this, there’s a risk of sounding a bit self serving to mostly jokingly, but I think our online forums really are still underutilized. You know, we do. I see in the comments, you know, there’s a lot of clients that are using our payment processing. But I know from our data and our statistics that about half of our client base isn’t using yet. And we’re really, I’m really excited, we’re really excited about this new orleans form solution. The one thing that I didn’t touch on for those of you who know, you know, this, but for those of you don’t use our forms, it’s actually it’s fully integrated with your CRM. So your codes and your data entry is going to show up in your CRM automatically. And, you know, we’ve gotten lots of great feedback and testimonials from clients, that time savings of that data entry really is powerful. And so I still do feel like that, that that’s a bit underutilized. And there’s a lot of value in our, our online processing solutions.
All right, and I’m just gonna throw out for my personal thoughts scheduled reports, just having reports delivered to the inbox of yourself or your key stakeholders. I think that’s a powerful solution that more of our clients should definitely leverage. But we already took an extra minute of everyone’s time. So we’re going to wrap it up for today. So thank you, Josh, Josh, and Evan, we’re going to have a 15 minute break where we encourage all of you to go ahead and attend some of our booths. And then we’re going to have the next rounds of sessions starting at two o’clock, or sorry, 145. So thank you, everyone, and I hope you all have a great rest of your day.
Take care of Rob. Thanks, everyone.
So good to see you again.Read Less
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