FundRaiser Blog

The FundRaiser Software Blog is an excellent resource for nonprofit organizations looking to learn more about fundraising, donor management, membership management, and much more.

Three Tips for Managing Your FundRaiser Codes

PrintCodeListin_20181023-195919_1

When you’ve used a database for any length of time it’s easy to become overwhelmed by the amount of codes you have. The power of codes is that they’re what the system uses to show you data. Too many, and you won’t know what information you can obtain or how you’ve coded your donors to get it. Just like we do “spring cleaning” at home, it’s a good idea once or twice a year, usually spring and fall, to do a review of the codes in your database. These three tips can help.

1.  Use the Code Listing Report (Reports > Code Listing) to see what you have

When running this report, check the box that says “show inactive codes” so you can see every code in your system. Then review the report to see what codes can be marked as inactive (or hidden) so that you don’t see them during day-to-day data input or if you have duplicate codes which need to be merged.

2.  Create a coding system and involve everyone who uses the database on a regular basis

Make some decisions about how you’ll use codes within your database. For example, if you hold an annual event will you create a new motivation code each year, or use one code to note all donations which come in for the event over time. (The later will provide less codes, and you can use date ranges on the reports to see donations for individual years.) If you do create a new code every year will the year go first or last? How will you abbreviate your major fundraising events when you make your codes? These may seem like small questions, but they pack a big punch when it comes to keeping your codes organized.

3.  Designate one person your “codes administrator”

Within your organization, the “codes administrator” is the person who will create codes, manage codes (for example merging or editing names) and will help keep your codes straightforward and easy to use. Ideally, this is someone who has worked with your organization for a while and may even be the primary person who uses the software.

These three tips can help keep coding from being confusing. By thinking about a “seasonal” update of your codes (May we suggest before your summer events and your winter appeals?), having a single point of contact for codes in your organization and using our codes report, you’ll go a long way toward making sure everyone who uses FundRaiser understands your organization’s coding structure and can get the most out of the software.

If you’d like to learn more about Codes, please sign up for our Coding & Spare Fields class. You'll find times and days when these live webinar training classes are held on our Training Calendar

Meta Peace Team Comes Back For Great Support
Keeping it Simple on #GivingTuesday Can Work for Y...

Related Posts

Wait a minute, while we are rendering the calendar
budget follow up mailing Alternative Addresses solicitors spreadsheets Network for Good New Year data conversion email overview board members membership programs office new features Donor Portal Reminders moves management mode code training tip Personalizing updates importing csv volunteering fundraising welcome packet online donations prospects new donors GivingTuesday donor prospects building donor relationships add ons phoning donors communications adding personal notes to letters legacy giving understanding giving trends premiums grassroots campaign operating systems In-Kind gifts letter templates grants capital campaign product news segmenting donors donor preferences new nonprofit donor advised funds Reporting to IRS banquet donor source fundraising letters Company culture donor recognition donor loyalty relationship tracking annual maintenance plan animal rescue social media alumni corporate sponsors giving levels accounting software upgrading donors large donations charity golf tournaments Crowdfunding Campaign donor raffle letter ticket sales appeal GoFundMe project role of nonprofits passwords new version donor retention anonymous donors End of Year Letters data analysis merge notes donor attrition direct mail how-to videos transparency Importing Data correspondance Resiliency Facebook campaign personalizing letters ticketsales password protection endowment campaign brick campaign announcements custom page community supported gardens case study donor relations how to handle auction gifts upgrade repeat donors major donors giving history National Change of Address development director event management LYBUNTS membership benefits FundRaiser Spark Excel nonprofit fundraising change of address updating community arts nonprofits advanced tab lapsed donor flash sales memorial giving the Ask features tribute gifts ROI thank you letters on site training Groupings vacation gift entry targeted mailings holiday giving community broadcasting pictures Tickles holiday mission driven backing up data new leadership word processor Task List donor contact information salutation donor attrition rate Volunteer module donation history Snow Birds technical support disaster relief user interface Congratulations auction donor slip annual campaign Thanksgiving operational costs support reports security look and feel major gift prospects FundRaiser Basic tax summary letters donor retention rate increasing giving amounts PayPal online donations customer service recurring gifts texting donors in honor of donations training gift notes field Codes gift acceptance policy publicity materials motivation code NCOA processing correspondence data entry merge fields donor targeting #GivingTuesday FundRaiser Hosted planning appeal letters Facebook happiness Thank You Constant Contact customer portal pledges membersip benefits holiday letters entering auction gifts volunteers SYBUNTS monthly giving government grants foundations small donations motivation arts donor engagement general spare fields campaign campaign management Cloud user spotlights tech tip planned giving donor profile

Connect With Us

  800-880-3454 ext 3
  Email Us
  Request More Information
  Monday-Friday
      8:30AM-5:30PM CST

Customer Portal Login Form

   

The customer portal is unavailable. If you need support please reach out to support@fundraisersoftware.com Thank you.

 

  User Name:
  Password:

If you are not sure about your Customer User Name, please call 800-543-4131 and we will be able to help you.

Or you have lost your password, Request Password