Smart Tag Starting Points

December 28, 2011

Donor Tools’ Smart Tags are an easy, automatic way to organize your data into groups based on conditions that you specify. You can add as many conditions as you need to get the results you’re looking for. Donors will automatically be tagged with Smart Tags whenever they meet the conditions.

Not sure how to get started with Smart Tags? Try Smart Tag Starting Points, which appear at the bottom of the Smart Tags index. Simply click on a starting point, and the form will automatically be populated with the conditions necessary to make that smart tag. Then make any adjustments necessary, and save the smart tag.

By Ryan Heneise | Posted in Best Practices | Tagged , , , , , , , , | Comments (0)

New MailChimp Integration

September 30, 2011

You asked for it, you got it! Donor Tools now integrates with MailChimp! MailChimp helps you design email newsletters, share them on social networks, integrate with services you already use, and track your results.

Our new integration lets you use MailChimp to send email newsletters to contacts in your Donor Tools database. Now you can use MailChimp to send campaigns, fundraising emails, and newsletters to your donors and constituents.

Can’t wait? See our User Guide for details on how to set up your MailChimp integration right now.

Full Synchronization, Both Ways

When you first set up your integration, your entire contact list is synchronized between your Donor Tools database and your MailChimp mailing list. This starts immediately and happens in the background.

Your mailing list is kept up-to-date in both systems. If someone subscribes to your MailChimp list, you’ll see that person show up in your Donor Tools database. If you update a subscriber in Donor Tools, you’ll see the change in MailChimp, and vice versa. You can update personal information, change their email address, and subscribe or unsubscribe members, from Donor Tools and from MailChimp. Changes that you make on Donor Tools are automatically reflected in MailChimp, and vice versa.

Segmenting your Lists

The power of Donor Tools’ Tags and Smart Tags is available in MailChimp using Static Segments. Segments let you send campaigns to targeted groups of your donors and constituents. Want to send a targeted campaign to your volunteers? Just set up a “Volunteers” tag in Donor Tools, and then send your campaign to this segment in MailChimp. All your Tags and Smart Tags are sent to MailChimp automatically and kept up to date.

Finally!

This feature has been on our list for a long time, and it’s one of our most requested features. We’re proud to have had the opportunity to work closely with MailChimp via their MailChimp Integration Fund to bring this to you!

If you don’t have a MailChimp account, you’ll need one. Click here to set up a new MailChimp account. See our User Guide for details on how to set up your MailChimp integration today.

By Ryan Heneise | Posted in Donor Tools News, Resources | Tagged , , | Comments (1)

Updated “Do Not Mail” options

September 15, 2011

Here’s a quick improvement to Donor Tools’ “do not mail” communication preferences for donor records.

The old way
Previously, you could set “do not mail” flags on the donor’s entire record. 

The new way
Now, you can set these preferences on each individual postal address, email address, and phone number. Look for the “do not mail”, “do not email”, and “do not call” checkbox next to each address, email, and phone number, respectively.

By Ryan Heneise | Posted in Donor Tools News | Comments (0)

Earn Money With Our Affiliate Program

August 4, 2011

Donor Tools has a new affiliate referral program! You can earn $24 for every Unlimited, $12 for every Pro, and $2 for every Starter customer who joins Donor Tools through your affiliate link.

If you’re a Donor Tools customer, you’re already signed up. To get your unique affiliate code, go to Settings, and click Affiliate Program. You can copy your affiliate URL, or share your referral code easily just by clicking on the Facebook or Twitter buttons from that page.

Picture of Donor Tools Affiliate Program page

 

By Ryan Heneise | Posted in Donor Tools News | Tagged , | Comments (0)

Donor Tools Featured in Idealware’s Consumers Guide to Low Cost Donor Management Systems

June 22, 2011

A Consumers Guide to Low Cost Donor Management SystemsWe’re thrilled to be included A Consumers Guide to Low Cost Donor Management Systems, available today from Idealware.

Though we didn’t unseat any of the big companies to get on the Top 10 list, we are still proud to be mentioned in the guide. You can find our blurb on page 33.

Idealware mentioned Donor Tools as one of the best choices for organizations who “need something easy to set up and use”, and who “need just the basics”.

We’re also proud that one of our friends, Turnbull Marketing Group, has an ad on page 138 of the guide, specializing in Donor Tools.

Download the report today from Idealware.

By Ryan Heneise | Posted in Uncategorized | Comments (0)