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
5633 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:
5310 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
5577 Hits
Wait a minute, while we are rendering the calendar
endowment campaign capital campaign In-Kind gifts personalizing letters Congratulations Cloud Resiliency holiday giving product news donor prospects Codes board members major gift prospects disaster relief backing up data ROI premiums gift acceptance policy donor attrition overview change of address updating donor retention thank you letters on site training donor profile follow up donor attrition rate data analysis recurring gifts gift entry correspondence small donations Company culture look and feel spare fields donor engagement membership benefits passwords raffle publicity materials upgrading donors anonymous donors charity golf tournaments user spotlights adding personal notes to letters large donations giving history merge fields online donations communications office legacy giving social media donor slip data conversion password protection arts Reminders welcome packet community supported gardens donor preferences animal rescue Network for Good motivation code fundraising letters mailing Thanksgiving nonprofit fundraising New Year government grants giving levels FundRaiser Spark building donor relationships donor loyalty announcements community arts nonprofits Groupings targeted mailings motivation Tickles direct mail donor contact information new donors online donations volunteering volunteers repeat donors reports planned giving relationship tracking campaign Facebook correspondance National Change of Address community broadcasting features LYBUNTS pictures how-to videos customer portal mode code updates Thank You Facebook campaign phoning donors Volunteer module donor advised funds word processor Snow Birds alumni ticket sales letter gift notes field memorial giving flash sales training tip PayPal support Constant Contact importing csv holiday letters texting donors #GivingTuesday brick campaign happiness operational costs user interface annual campaign mission driven banquet add ons letter templates donation history foundations monthly giving customer service Importing Data membersip benefits annual maintenance plan increasing giving amounts tech tip End of Year Letters security technical support FundRaiser Basic FundRaiser Hosted auction accounting software campaign management moves management donor Reporting to IRS appeal letters SYBUNTS transparency entering auction gifts prospects how to handle auction gifts new leadership new features grassroots campaign salutation NCOA processing holiday tax summary letters tribute gifts membership programs fundraising email data entry the Ask donor targeting Donor Portal event management general case study donor relations Personalizing role of nonprofits Alternative Addresses in honor of donations grants operating systems advanced tab donor recognition segmenting donors merge notes GoFundMe project new version training appeal understanding giving trends Crowdfunding Campaign spreadsheets ticketsales development director planning new nonprofit vacation custom page lapsed donor upgrade Excel solicitors donor source GivingTuesday donor retention rate major donors Task List budget pledges corporate sponsors

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