Support Team Reports! Causeview (Fundraising Software) FAQs

Working in support at Causeview, I get a lot of questions about both Causeview’s fundraising software and Salesforce.com  - Causeview is an app built on top of Salesforce.com and leverages many native Salesforce.com features. While our customers have a lot of different types of questions, I noticed that there were specific questions that kept popping up.  This blog post will answer them for you.

1. How do you structure the Campaign and Appeal Hierarchy?

Causeview enables you to build a hierarchy of Campaigns and Appeals. We recommend a three-tiered approach. You should always start with a Campaign at the top level, for example, 2014 Mailings (level one). Next, start outlining more general appeals, for example, Holiday Appeals (level two). Once you have set-up these two levels, then you can further break out general appeals into more specific appeals. For example, if you were to run a Holiday Mailing Appeal that includes both Thanksgiving and Christmas Appeals, you would add two additional appeals to your Holiday Appeals bucket (level three).

How does this help you?

  • This makes reporting easier because when you “group data” like this, you can easily see which campaign, general appeal or specific appeal was the most successful at helping you achieve your goals

2. How does our fundraising software handle households?

Another common question is related to households. In Causeview, you can have the system handle households automatically (this can be turned off), meaning that as soon as a new constituent is added, a new household is created. If another constituent is added with the same address you can use the look up to link them to the original household. Plus, all households information is shared between all members of the household, meaning that if one household member provides his home phone number, but another household member didn’t, that information will be passed between different members of the household, and the information will be up to date for both.

 How does this help you?

  • This helps you keep track of your constituent’s relationships so that you can avoid sending the same appeal to both husband and wife
  • This lets you easily track household giving history so that you can better tailor your asks. For example, if the wife traditionally donates on behalf of the family, you can make sure that you send your donation requests to her and not her husband
  • Donor information is more to up-to-date; so that you can access the information you need more easily

3. How do you process gifts with Causeview?

There are three ways you can process a new gift with Causeview:

  1. The online donation form, which allows your constituents to donate online at their own convenience
  2. The “New Gift” button on an individual record, which lets you enter in a new donation quickly and easily
  3. Our Gift Batch, which lets you easily bulk input donations

The financial transactions all happen securely and automatically once submitted.  The system can be set up to automatically send an appropriate thank you message/tax receipt to the donor.  This would have been set up for you during the system setup.

How does this help you?

  • Makes it easy for you to process donations and record all of your transactions
  • Donors are thanked personally, promptly, and appropriately

 

Those are three of the most common customer FAQs (Frequently Asked Questions). If there are any customer FAQs you’d like me to cover in our next blog, let me know in the comments below.

Have a happy holiday season and we hope this answers some of your questions about Causeview.

 

Want to learn more about Causeview fundraising software?

 Request a live demo for Causeview Fundraising today

 
 

 

More Resources:

Increase Your Fundraising with Effective Online Donation Pages (4 mins)

How To Write An Amazing Donation Thank You Letter (Estimated Read Time: 3.5 mins) 

A Nonprofit Guide to Year-End Receipting (Estimated Read Time: 3 mins)

 

Image Cred:

Image 1: hanandaner, flicker, Image 2: k rupp, flicker, Image 3: Bryan Facterman, flicker