Adding Contacts
Stress importance of potential contacts
Import through a CSV or import manually
Importing through a CSV
A CSV is a comma-separated spreadsheet format that can be created by many programs such as Excel, Google Sheets, Google Contacts or Numbers
“Bob Smith,[email protected],123-456-7890,123 Fake Street
Tools > Import from CSV > Select CSV File > Open> Map Your Headers > Map Your Values > Review Your Import
Importing manually
Click + (top right) > Add Single or Multiple contacts
Four primary ways to get new contacts
Your donors
Discussing with team’s donors
Developed contacts
Curated contacts from HQ
Set Status for Multiple Contacts
Click Contacts
Select multiple contacts (control picks one at a time; shift)
Gift Details > Gift Amount Range > Gift Amount Higher Than or Equal To = 5000
Select Actions (top right) > Edit Fields
Status = Contact for Appointment
Likely to Give = Most Likely
Select Save
Status Tracking using Contacts Column View
Explain Custom Workflow
Click Column View (top right) > View Settings (top left)
To Do - Cultivate Relationship
Contact for Appointment - Contact for Appointment
Appointment Scheduled - Appointment Scheduled
Callback - Call for Decision
Partners - Partners - Financial, Partner - Special, Partner - Pray
(can add columns)
Assign Status - Drag-n-Drop - (creates task as well) - ex. Appointment Scheduled, etc.
Assign Status - Partners
Set Commitment - enables notifications if give less or miss
Income & Expenses Tracking using Responsibility Centers (exciting new feature!)
Reports > Responsibility Centers > View Transactions > View Summary (click on different transactions)
Reports > 14 month reports (great way to keep track of of annual givers as well as see who has missed a gift)
Mobile App - Call, Text, Email Creates Task Automatically
Column view not available in the mobile app*
Use your mobile app to access your contacts and call, text or email through the app and create tasks automatically
Mobile App - Directions
Can use Google Maps through MPDx from that person’s contact address