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Fundraising Databases Insights

The Engaging Networks Integration Tool for Charity CRM systems

In the dynamic landscape of charity data management, having tools that streamline operations with precision and compliance is now a necessity. Actually Data are thrilled to introduce our bespoke Engaging Networks Integration tool, designed to revolutionise how your charity integrates with your CRM system with your online engagement tools.

Take your first step towards a more efficient, effective approach to digital advocacy, fundraising and engagement by exploring the key features and benefits that make this tool an indispensable asset for your charity.

Key Features

Bespoke Data Transformation

  • Tailored Functionality: Created exclusively for your charity, the tool seamlessly transforms Engaging Networks data into a CRM-friendly format, tailored for your instance of your charity’s CRM system.
  • One-Click Operation: Simplify data imports with a one-click mechanism, eliminating the need for continuous development or third-party intervention.

Enhanced User Experience

  • User-Friendly Interface: Accurately code Engaging Networks pages for a cohesive data integration experience.
  • Empowering your team: Users retain control over the data transformation processes, easily accommodating changes in internal protocols.

Seamless Integration

  • Streamlined Processes: Leverages your CRM’s inbuilt import tools, ensuring a smooth and seamless data integration process.
  • Flexible Data Management: Enables you to continue to adapt data as internal processes and policies change, without requiring additional development.

Robust Data Handling and GDPR Compliance

  • Data Security: Utilizes Microsoft Excel, empowering you to govern data storage and processing, ensuring stringent adherence to GDPR and data handling protocols.
  • Integrates with your Tech Stack: By working through Microsoft Excel, the tool offers a familiar environment for staff to work in, within a program you likely already work with.

Innovative Reporting and Analytics

  • Insightful Analytics: Complemented by Actually Data Analytics, it provides data-driven reports on supporter engagement, offering insights into the efficacy of your online initiatives.
  • Strategic Adjustments: Helps you identify areas that require change, further optimising your charity’s online engagement strategies.

Customisation and Scalability

  • Customised Solutions: Tailored to meet the unique needs of you charity, offering flexibility as you import and report on your activity.
  • Significant Scalability: With a one million row import limit, the tool can accommodate a substantial number of daily transactions, far exceeding most charity’s requirements.

Responsive Customer Support

  • Personalised Support: Enjoy the peace of mind and consistency of interacting with your own Account Manager, who will also be the person who implemented the system for your charity.
  • Minimal Learning Curve: With an easy-to-use interface and training provided as you implement the tool, users will be able to effortlessly generate files and import Engaging Networks data into your charity CRM system straight away.

Benefits

1. Time-Saving

Automate the cumbersome task of data transformation and integration, freeing up your team to focus on core charity data activities or larger strategic projects.

2. Cost-Effective

By reducing the need for third-party developments and continuous adaptations, it serves as a cost-effective solution for data management.

3. Enhancing Data Accuracy

The tool ensures precise data coding and integration, enhancing the accuracy and reliability of your CRM database.

4. Strategic Decision Making

With data-driven reports, the tool aid you as you make informed strategic decisions, helping boost your charity’s online engagement and success rate.

5. GDPR Compliant

By offering control over data storage and processing, it assists charities in adhering to GDPR guidelines.

6. User-Friendly

Designed with a user-friendly interface, it facilitates a hassle-free user experience, requiring minimal user training.

Investment and Support

To foster a seamless transition into a more structured and efficient data management regime, the Engaging Networks Integration Tool is priced as a one-off cost. This investment guarantees a system tailored to your charity’s specific needs, with the potential to significantly streamline your operations.

If  your charity requires further developments or changes, we are here to assist at a standard day rate. Our team is committed to supporting you in enhancing the tool’s functionality to meet your evolving needs.

Case Studies

Here’s a link to a case study for Refuge where we talk about integration to Blackbaud’s The Raiser’s Edge

Here’s a presentation that our CEO, Anthony, delivered at the Engaging Networks conference that talks about the integration work in more detail. Making Sense of your data

Get In touch

If you’re ready to start your CRM Integration journey, why not get in touch for a call to discuss your requirements in more detail.

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General Insights

Maths for Database People

While many database professionals are proficient in math, I’ve met a few who break out in a cold sweat when I ask them about it.

As with most things I teach, I always try to start simple. You’re a database administrator, not a financial modeller. It’s the same with statistics; once you’ve mastered the fundamentals, you can ignore the rest until you really need it.

So, to make things a little less scary, and especially if you’re doing a lot of work with reports, here are a couple of things that might help:

FunctionIn ExcelIn Power Bi (DAX)Notes
Sum (Adding Up)Cell + Cell or =Sum()Sum()This will combine values.

If you do this with cells, all of the mathematical operators (+,-,/,*) will work.
Mean Average=Average()Average()This will yield the mean average. (Total all the numbers and divide by the number count)
Mode Average=Mode()It’s complicatedIn Power Bi, you must calculate the frequency of the numbers that appear to take the one at the top. The Mode Average is the average based on how many times a value appears in a list.
Median Average=Median()=Median()The median average is the number in the middle of the range; it is similar to the mean but differs slightly.
Percentage=cell*x%

Or
=(small number / big number)*100
=DIVIDE( small number, big number, 0)

*The zero just removes the possible errors.
If you wanted to know what a percentage of a number is, for example, the GiftAid amount on a donation, you could multiply the donation amount by 25%. If you wanted to know how much Individual Giving income there was in comparison to the rest of the organisation, you would need to total (sum) the income for Individual Giving, sum the income for the organisation, and then divide the individual giving income by the total income and multiply the result by 100.

Essentially the way I remember it is small number divided by big number multiplied by 100.

There are many resources on the internet that can assist you with these functions and provide a more detailed breakdown, but hopefully this means that some of you who used to break out in a cold sweat now have a little more assistance.

As with previous posts, these are not exhaustive. As with the post on Excel Functions, I’m not here to rewrite the Microsoft help files; rather, I’m here to point you in the right direction.

Categories
Innovations Insights JustGiving Online Giving

The Insight from Insight

*** update ***

I’m talking at the CIOF Insight conference on the 24th April 2023 about reporting and online donors. The insight conference is definitely one of the big conferences for database and insight people in the not for profit space, I always leave with great ideas of things that we can help fundraisers do more with less.

Last week I attended the Institute of Fundraising Insight Conference. This conference marked 10 years of the group being set up and was very well attended.

From the sessions that I sat in on I felt that this was the place that the cool kids were hanging out and most of the sessions left me buoyed and excited with what was possible and where, as a sector, we are heading. I still have my hang ups about the sector, in so much as Data People are still not seen in all organisations at senior leadership levels and I think they should be to enable the voice of the data to be heard but everything that I saw said that there is appetite for this now.

So with this in mind, here are my key takeaways:

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Insights

Best bits: What 2012 holds for your charity – and you

A snip from Diana Mackie – PR Manager at the Institute of Fundraising

The basics: New technology will enable a range of fundraising trends in 2012; online giving is rightly a focus but its important not to lose sight of the basics involved in raising money.

Key areas include:

consistent communication of your charitys brand,

excellent donor care processes

an investment in individual fundraisers training and development to ensure practitioners are up to speed with the rapidly changing public sector landscape.

Ultimately, online is just one channel a charity can use to communicate and raise money. Direct marketing, for example, still remains a useful tool for many charities, as does the traditional donor newsletter either in hard copy or distributed electronically.

via Best bits: What 2012 holds for your charity – and you | Voluntary Sector Network | Guardian Professional.

Categories
Insights JustGiving Online Giving

JustGiving reveals average donation values of social media

Online fundraising platform JustGiving can now tell us which social media sites drive the most donations and which drive the highest average donations.

According to the sites own data, donors reaching JustGiving from Twitter are the most generous in that they give the highest average amount of £30.26.

People on Facebook however are more frequently persuaded to give via JustGiving.

The average values of donors giving on JustGiving following a call to action through social networks are:

Twitter – £30.26

YouTube – £28.77

LinkedIn – £25.21

Facebook – £18.33

Google+ – £17.77

via JustGiving reveals average donation values of social media shares | UK Fundraising.