We understand that nonprofits are feeling the severe impact of measures to prevent the spread of the coronavirus (COVID-19). At DonorPerfect, we are here to help.
That’s why we put together a host of free resources, including a guide to event alternatives and a webinar highlighting the tools and information available to you. Additionally, we’re sharing tips on how DonorPerfect can ease the transition to working from home for your entire team, from seasoned staff members to short-term volunteers. Here are 11 ways DonorPerfect makes it easier to collaborate from any location.
#1. Log in from anywhere.
With an internet connection, you can log into DonorPerfect at donorperfect.net at any time, from wherever you are.
#2. Add new users as you need them.
Volunteers stepping in to help? Create a user ID for each team member so you can all be logged in and working at the same time. Any updates you make within your system will be updated in real time across all users, giving everyone access to the same data.
Make It Happen: How to Add New Users in DonorPerfect
#3. Tailor user permissions as you see fit.
Without in-office collaboration to catch mistakes, it makes sense to take measures to prevent them. You can, for example, restrict the ability to process payments, delete records or make global data changes for volunteers and specific team members.
Make It Happen: How to Edit Permissions
#4. Train new or temporary staff quickly.
Let us train your staff on the fundamentals of DonorPerfect so you can address immediate needs. The DonorPerfect Welcome Center walks new users through tasks such as basic data entry and reporting the moment they log in. DonorPerfect newbies also may register for free training webinars designed for beginners.
Make It Happen: Register for New User Training Webinars
#5. Maintain data entry protocols.
Set data entry defaults for information that never changes from record to record and use SmartScreens to simplify data entry. SmartScreens enables users to hide unnecessary fields and sections or make certain fields required when a specific option is selected.
#6. Automate tasks… and smiles.
SmartActions keep workflows in order by enabling your team to set criteria that automatically trigger a desired action.
You can, for example, tell SmartActions to email your director to call the generous donor when a gift of $500 or more is entered into your system. You can even brighten a staff member’s day by scheduling a cute puppy video to pop up when they add a new record.
Make It Happen: How to Use SmartActions
#7. Let your monthly giving program run itself.
DonorPerfect’s Monthly Giving can be set to automatically process on the days and frequencies your donors choose. To manually process your recurring gifts, you’ll be reminded to process those that are due after you log in to DonorPerfect.
Don’t have a monthly giving program? Get the free Monthly Giving Starter Kit and launch yours today or contact our Training Team to help you get started at 888.220.8111 or firstname.lastname@example.org.
#8. Stay aligned around metrics.
Need to get data to your whole team to make an informed decision together? Once you run your customized report, you can immediately email it to stakeholders or schedule it to be sent at a more-appropriate time. No login required.
Team members with DonorPerfect logins can access quick metrics through a communal dashboard, as well as run all the same reports found in the Report Center. Any new reports you create will be added for everyone to see.
Make It Happen: Schedule Your Custom Report
#9. Keep communications consistent.
Store your letter and thank-you email templates in DonorPerfect and rest assured that your team uses the right ones. For other email communications, your Constant Contact account is synched with DonorPerfect so your team knows what’s already been sent.
Make It Happen: Pair Constant Contact with DonorPerfect
#10. Avoid duplicate thank-yous.
With many hands on deck, it is easy for tasks to overlap. When it comes to thank-yous, DonorPerfect keeps the record straight. Once you merge your letters or send emails through DonorPerfect Receipting, gift records instantly update to reflect that they’ve been acknowledged and are removed from the queue. Donations coming from your online form? An automated thank-you will be sent the moment a gift is made.
Make It Happen: Automate Donation Acknowledgements
#11. Lean on us for support.
We’re here for you no matter how long social distancing is required. Our top-rated Support Team is working remotely to provide the same excellent service by phone, email or chat.
Most of the features listed here already are included in your DonorPerfect plan. If you’d like to learn more about DonorPerfect or a certain feature, please call our Sales Team about special pricing at 800.220.8111.
The DonorPerfect team sincerely thanks you for helping the world’s most vulnerable populations.