april 2008donor.com community conference new tools and features diane kuehl donor.com 2008 community...

27
april 2008 donor.com community conference New Tools and Features New Tools and Features diane kuehl donor.com 2008 community conference

Post on 18-Dec-2015

214 views

Category:

Documents


1 download

TRANSCRIPT

april 2008 donor.com community conference

New Tools and Features

New Tools and Featuresdiane kuehl

donor.com 2008 community conference

april 2008 donor.com community conference

New Tools and Features

Core Software (DASCO / SAFARI)

ConnectWare

BankWare

SendWare

WebWare

ReportWare

Command Line Interfaces (CLI)

donor.com

april 2008 donor.com community conference

Pledges

Auto-Update Pledge Gifts – Update new pledge gifts when the associated new pledge record motivation is updated. (Great for fixing mistakes)

Track date of first gift applied to a pledge

View Pledge link from Dollar History

Even if the giver is not the owner of the pledge (Did you remember that a person can give toward a pledge

that is not “owned” by him/her?)

https://donor.com/manuals_sponsorship_advplg_maintain_change

https://donor.com/manuals_dasco_de_updating_history

april 2008 donor.com community conference

Receipt Segmentation

Segment by existence of a specific kind of supplemental record (e.g. EML record for emailing receipts)

E-Receipts!

Export additional data fields for merging on paper or e-receipts (custom receipt output per account or per gift) e.g.

Email address and preferred format Phone number Last year’s total deductible giving Description of motivation code of gift(s)

https://donor.com/manuals/dasco/sysadmin/ereceipts

https://donor.com/manuals_admin-ref_codf_receiptco

april 2008 donor.com community conference

Supplemental Data

Beefed up security to protect from inadvertent changes to application-dependent supplemental record definitions (only donor.com can change these)

Some new features for encrypting credit card numbers in RCC records (coming soon)

april 2008 donor.com community conference

International Phone Numbers

Now supported in both dasco and webware Uses an “edit mask” to recognize an international

number +[0,2-9]*  (Leading + sign, followed by any digit

other than 1 and any number of digits after that)  Maximum 16 characters

https://donor.com/manuals_dasco_de_add/add-new-name

april 2008 donor.com community conference

Change Log

More extensive use of Change Log

Attribute of supplemental records identify which dasco accounts have on-line accounts (e.g. WEB password record)

Ensures that on-line accounts are kept up-to-date in a more timely fashion

https://donor.com/manuals_admin-ref_supp_def

https://donor.com/manuals_admin-ref_codf_changexxx

april 2008 donor.com community conference

Free Shipping

Exclude individual items by stock code from shipping charge calculations (whether based on dollar value or weight)

Applies to both internal orders and web-generated orders

https://donor.com/manuals_safari_inventory_maintenance

april 2008 donor.com community conference

View Orders from Ship To Account

Applies to orders shipped to an account other than self

Use Examine Orders when viewing the “ship to” account

https://donor.com/manuals_safari_orders_history

april 2008 donor.com community conference

Prospects

Use dasco-generated salutation vs one provided by your mailing vendor

http://donor.com/manuals_dasco_prospects_config

april 2008 donor.com community conference

Inactive Account Management

Part of inactive account discount pricing (check your contract)

Contact information excluded from select output and other export tools

Can export contact and source information only from Export Inactive Accounts tools, enabling you to communicate in an effort to reactivate

Any activity on the account will reactivate the account for billing purposes for 12 months

https://donor.com/manuals/dasco/appendix/inactive

april 2008 donor.com community conference

Communications Log

The Communications Log tracks interactions with individual donors, and helps answer questions such as:

What communication pieces have been sent to the donor? When? What prompted the communication? Did the donor respond? How much did it cost to send the communication? Which donors have received 24+ appeals and never

responded? What is the response rate to our email blasts? https://donor.com/manuals/adminref/schema/comf

april 2008 donor.com community conference

ConnectWare - Account Viewer(s)

Read only access to account information Two formats

one suitable for full browser lookup a second for mobile device (phone or pda) with more limited browser

For full browser viewer, go to donor.com/my/xxx/viewer (where xxx is your “client code”)

For mobile version, go to donor.com/m/xxx Can also be implemented on your own WebWare site (if you have one) Must have a dasco login and password

https://donor.com/manuals_connectware_viewer

https://donor.com/manuals/connectware/mobile

april 2008 donor.com community conference

Remittance Processing

Standardizing integration with remittance processing systems (such as AQ2 or lockbox services)

april 2008 donor.com community conference

BankWare

Next generation of BankWare coming soon

Changes to recurring transaction record architecture (replace RCC and RCK records) with a goal to easier maintenance

Transition away from legacy “PSS” system

april 2008 donor.com community conference

SendWare

Attach PDF documents to either text or html emails

https://donor.com/manuals_sendware_qbulk

april 2008 donor.com community conference

WebGUI

WebGUI 7.4

DWClient for WebWare API access

Flexible and improved stability

New Spectre Workflow system

Complete versioning system

Best of Breed CMS and Web Site framework

april 2008 donor.com community conference

WebWare

dwapi replaces soap Extremely scalable Also used in DASCO 3 interface WebWare templates converted to all css-driven

april 2008 donor.com community conference

WebWare Syncprofiles

syncprofiles replaced by dwpush Uses an advanced queueing mechanism Webgui passes information directly to dwpush

and into DASCO immediately The binary getchglog reads the DASCO change

log, updates dwpush, which then updates the WebGUI account profile

april 2008 donor.com community conference

Compare Shipping Options

Enable customers to compare shipping charges by various methods before choosing

Shipping method drop down displays corresponding costs for each method you offer

april 2008 donor.com community conference

WebWare Credit Card Charging

Ability to charge credit card transactions immediately in WebWare {Coming Soon}

Transaction not complete until card is authorized

Immediate feedback to the on line donor or customer

april 2008 donor.com community conference

WebWare and EFT

Offer a choice between EFT and Credit Card for recurring giving online

Accept EFT as a one-time donation (will be processed with next run of recurring EFT gifts)

april 2008 donor.com community conference

WebWare Identify “light”

More than just an email only account, but not enough to send mailing pieces

Requires name, city, state, zip and email to sign up on line

Reduces malicious automated signups by requiring more information

april 2008 donor.com community conference

ReportWare

An upgrade to version 7.9 of Crystal Clear is in place

New chart director New prompting mechanism Totally new Java viewer Reports written with Crystal Clear are

incorporated into DASCO 2 and DASCO 3 report production

april 2008 donor.com community conference

Tools and Command Line Interfaces

Lots of new and updated command line interface “tools”

Much of these new tools and features are in support of DASCO 3

Check out your favorites

https://www.donor.com/manuals_admin-ref_tools

april 2008 donor.com community conference

all new donor.com

Let’s not forget our own new web site!

DonorWare LLC now doing business as donor.com

On line documentation, support / ticket system and other resources all moved to donor.com

SEARCH is BACK! Look for documentation by word searches.

Update your bookmarks for faster access to the new url

donorware.com will redirect to donor.com

Update your email address book for staff. [email protected]

Suggestions? http://donor.com/suggestions.

april 2008 donor.com community conference

Simple Power

manage all your data and web presence

in one powerful package

diane kuehl

education and business consultant

[email protected]