New Tools and Features

1. donor.com community conference New Tools and Features New Tools and Features diane kuehl donor.com 2008 community conference

2. donor.com community conference New Tools and Features • Core Software (DASCO / SAFARI) • ConnectWare • BankWare • SendWare • WebWare • ReportWare • Command Line Interfaces (CLI) • donor.com

3. donor.com community conference Pledges • Auto-Update Pledge Gifts – Update new pledge gifts when the associated new pledge record motivation is updated. (Great for fixing mistakes) • Track date of first gift applied to a pledge • View Pledge link from Dollar History • Even if the giver is not the owner of the pledge • (Did you remember that a person can give toward a pledge that is not “owned” by him/her?) https://donor.com/manuals_sponsorship_advplg_maintain_change https://donor.com/manuals_dasco_de_updating_history

4. donor.com community conference Receipt Segmentation • Segment by existence of a specific kind of supplemental record (e.g. EML record for emailing receipts) • E-Receipts! • Export additional data fields for merging on paper or e-receipts (custom receipt output per account or per gift) e.g. • Email address and preferred format • Phone number • Last year’s total deductible giving • Description of motivation code of gift(s) https://donor.com/manuals/dasco/sysadmin/ereceipts https://donor.com/manuals_admin-ref_codf_receiptco

5. donor.com community conference Supplemental Data • Beefed up security to protect from inadvertent changes to application-dependent supplemental record definitions (only donor.com can change these) • Some new features for encrypting credit card numbers in RCC records (coming soon)

6. donor.com community conference International Phone Numbers • Now supported in both dasco and webware • Uses an “edit mask” to recognize an international number • +[0,2-9]*  (Leading + sign, followed by any digit other than 1 and any number of digits after that)  • Maximum 16 characters https://donor.com/manuals_dasco_de_add/add-new-name

7. donor.com community conference Change Log • More extensive use of Change Log • Attribute of supplemental records identify which dasco accounts have on-line accounts (e.g. WEB password record) • Ensures that on-line accounts are kept up-to-date in a more timely fashion https://donor.com/manuals_admin-ref_supp_def https://donor.com/manuals_admin-ref_codf_changexxx

8. donor.com community conference Free Shipping • Exclude individual items by stock code from shipping charge calculations (whether based on dollar value or weight) • Applies to both internal orders and web-generated orders https://donor.com/manuals_safari_inventory_maintenance

9. donor.com community conference View Orders from Ship To Account • Applies to orders shipped to an account other than self • Use Examine Orders when viewing the “ship to” account https://donor.com/manuals_safari_orders_history

10. donor.com community conference Prospects • Use dasco-generated salutation vs one provided by your mailing vendor http://donor.com/manuals_dasco_prospects_config

11. donor.com community conference Inactive Account Management • Part of inactive account discount pricing (check your contract) • Contact information excluded from select output and other export tools • Can export contact and source information only from Export Inactive Accounts tools, enabling you to communicate in an effort to reactivate • Any activity on the account will reactivate the account for billing purposes for 12 months https://donor.com/manuals/dasco/appendix/inactive

12. donor.com community conference Communications Log The Communications Log tracks interactions with individual donors, and helps answer questions such as: • What communication pieces have been sent to the donor? • When? • What prompted the communication? • Did the donor respond? • How much did it cost to send the communication? • Which donors have received 24+ appeals and never responded? • What is the response rate to our email blasts? • https://donor.com/manuals/adminref/schema/comf

13. donor.com community conference ConnectWare - Account Viewer(s) • Read only access to account information • Two formats • one suitable for full browser lookup • a second for mobile device (phone or pda) with more limited browser • For full browser viewer, go to donor.com/my/xxx/viewer (where xxx is your “client code”) • For mobile version, go to donor.com/m/xxx • Can also be implemented on your own WebWare site (if you have one) • Must have a dasco login and password https://donor.com/manuals_connectware_viewer https://donor.com/manuals/connectware/mobile

14. donor.com community conference Remittance Processing • Standardizing integration with remittance processing systems (such as AQ2 or lockbox services)

15. donor.com community conference BankWare • Next generation of BankWare coming soon • Changes to recurring transaction record architecture (replace RCC and RCK records) with a goal to easier maintenance • Transition away from legacy “PSS” system

16. donor.com community conference SendWare • Attach PDF documents to either text or html emails https://donor.com/manuals_sendware_qbulk

17. donor.com community conference WebGUI • WebGUI 7.4 • DWClient for WebWare API access • Flexible and improved stability • New Spectre Workflow system • Complete versioning system • Best of Breed CMS and Web Site framework

18. donor.com community conference WebWare • dwapi replaces soap • Extremely scalable • Also used in DASCO 3 interface • WebWare templates converted to all css-driven

19. donor.com community conference WebWare Syncprofiles • syncprofiles replaced by dwpush • Uses an advanced queueing mechanism • Webgui passes information directly to dwpush and into DASCO immediately • The binary getchglog reads the DASCO change log, updates dwpush, which then updates the WebGUI account profile

20. donor.com community conference Compare Shipping Options • Enable customers to compare shipping charges by various methods before choosing • Shipping method drop down displays corresponding costs for each method you offer

21. donor.com community conference WebWare Credit Card Charging • Ability to charge credit card transactions immediately in WebWare {Coming Soon} • Transaction not complete until card is authorized • Immediate feedback to the on line donor or customer

22. donor.com community conference WebWare and EFT • Offer a choice between EFT and Credit Card for recurring giving online • Accept EFT as a one-time donation (will be processed with next run of recurring EFT gifts)

23. donor.com community conference WebWare Identify “light” • More than just an email only account, but not enough to send mailing pieces • Requires name, city, state, zip and email to sign up on line • Reduces malicious automated signups by requiring more information

24. donor.com community conference ReportWare • An upgrade to version 7.9 of Crystal Clear is in place • New chart director • New prompting mechanism • Totally new Java viewer • Reports written with Crystal Clear are incorporated into DASCO 2 and DASCO 3 report production

25. donor.com community conference Tools and Command Line Interfaces • Lots of new and updated command line interface “tools” • Much of these new tools and features are in support of DASCO 3 • Check out your favorites https://www.donor.com/manuals_admin-ref_tools

26. donor.com community conference all new donor.com • Let’s not forget our own new web site! • DonorWare LLC now doing business as donor.com • On line documentation, support / ticket system and other resources all moved to donor.com • SEARCH is BACK! Look for documentation by word searches. • Update your bookmarks for faster access to the new url • donorware.com will redirect to donor.com • Update your email address book for staff. firstname@donor.com • Suggestions? http://donor.com/suggestions.

27. donor.com community conference Simple Power manage all your data and web presence in one powerful package diane kuehl education and business consultant diane@donor.com