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.

Explore FundRaiser's Custom Page

Explore FundRaiser's Custom Page

As most of you know, in FundRaiser there are a multitude of ways and places in which to store this data. The one complaint I've heard about this is that it can be difficult to remember where you've put each different type of information. Is it in the Name Details? or Preferences? or Spare Fields? And why should I have to jump all over the place to see the information that is important to MY tasks in this organization, anyway?

Enter the "Custom Page" concept. Have you noticed the Custom Page tab (normally found to the left of the Master List tab) in FundRaiser? If it doesn't exist, you probably have Spark. If you have Select or Professional, it may have been moved to the right of the Master list (Options | Change Tab Order). The Custom Page is, at first, a blank space just waiting for you to design your perfect information layout. What information about donors do you want at your fingertips? Where is that data normally kept? You can "mirror" that field (or table) of information on the Custom Page. You can have, for instance, not only the donor name, phones, email, age, and so forth, but also the table showing their entire Giving History, or the table showing all of their Category Codes, or any specific Preference settings that are important, or... whatever you wish.

Continue reading
5289 Hits

Favorite Feature: the Custom Page

Favorite Feature: the Custom Page

Calvin Bader of WJIE loves the FundRaiser custom page. In the WJIE case study, he mentions how much simpler their online fundraising drives have been as a result. This article will help familiarize you with it’s intended design and purpose.

First of all, let me point out that, originally, the Custom Page was created in order to allow you to put all of the data fields YOU consider important to view at a single glance on a single page. This, as Calvin points out, prevents you from having to switch from tab to tab looking for the information you consider pertinent. Calvin has taken it a step further, by using it as a single page into which WJIE volunteers can INPUT information, rather than simply viewing it, but this can have certain difficulties, as I will explain....

Continue reading
Tags:
4951 Hits

Custom Page: Explained

Kim Klein's blog on Donor Research this month is all about collecting information about donors.  As most of you know, in FundRaiser there are a multitude of ways and places in which to store this data.  The one complaint I've heard about this is that it can be difficult to remember where you've put each different type of information.  Is it in the Name Details? or Preferences? or Spare Fields?  And why should I have to jump all over the place to see the information that is important to MY tasks in this organization, anyway?

Enter the "Custom Page" concept.  Have you noticed the Custom Page tab (normally found to the left of the Master List tab) in FundRaiser?  If it doesn't exist, you probably have Spark.  If you have Select or Professional, it may have been moved to the right of the Master list (Options | Change Tab Order).  The Custom Page is, at first, a blank space just waiting for you to design your perfect information layout.  What information about donors do you want at your fingertips?  Where is that data normally kept?  You can "mirror" that field (or table) of information on the Custom Page.  You can have, for instance, not only the donor name, phones, email, age, and so forth, but also the table showing their entire Giving History, or the table shoing all of their Category Codes, or any specific Preference settings that are important, or...  whatever you wish.

Continue reading
5087 Hits
Wait a minute, while we are rendering the calendar
user spotlights features ticketsales merge fields data entry motivation accounting software new version new leadership donor prospects donor retention giving levels support operational costs holiday giving data analysis new features arts motivation code ROI GoFundMe project FundRaiser Hosted vacation role of nonprofits mission driven #GivingTuesday new nonprofit government grants Facebook campaign donor attrition training on site training Tickles in honor of donations appeal add ons holiday planning general auction Resiliency gift notes field volunteers corporate sponsors brick campaign passwords Company culture GivingTuesday holiday letters Task List transparency Volunteer module user interface new donors anonymous donors announcements donor relations custom page segmenting donors disaster relief fundraising letters backing up data password protection mailing Donor Portal small donations membersip benefits reports endowment campaign Importing Data nonprofit fundraising animal rescue thank you letters donor advised funds development director community arts nonprofits gift entry how to handle auction gifts overview Reporting to IRS volunteering office donor recognition Personalizing look and feel donor contact information planned giving annual maintenance plan salutation moves management memorial giving legacy giving event management giving history appeal letters donor retention rate large donations ticket sales understanding giving trends Facebook charity golf tournaments technical support Excel membership benefits Constant Contact Thank You security campaign management In-Kind gifts monthly giving personalizing letters donor profile communications entering auction gifts Cloud Groupings flash sales building donor relationships PayPal major gift prospects community broadcasting grassroots campaign merge notes New Year donor preferences Snow Birds Reminders major donors grants premiums capital campaign budget operating systems direct mail mode code data conversion membership programs donor targeting publicity materials targeted mailings updates tech tip happiness donor engagement social media NCOA processing letter templates customer portal email welcome packet upgrading donors Congratulations change of address updating Crowdfunding Campaign upgrade phoning donors National Change of Address tax summary letters donor loyalty adding personal notes to letters annual campaign fundraising FundRaiser Basic lapsed donor pictures donation history advanced tab Thanksgiving how-to videos SYBUNTS case study online donations raffle importing csv spare fields online donations banquet LYBUNTS campaign product news donor slip board members FundRaiser Spark spreadsheets correspondance follow up alumni recurring gifts Network for Good Codes word processor pledges training tip repeat donors customer service relationship tracking correspondence tribute gifts Alternative Addresses donor attrition rate texting donors the Ask community supported gardens increasing giving amounts solicitors gift acceptance policy donor source foundations donor prospects letter End of Year Letters

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