Events Management Apps: What to Look For

Nearly every nonprofit is dependent on fundraising from donors, whether it be private individuals or corporations. For that reason, many nonprofits host galas or other fundraising events. These events give an organization the opportunity to tell its story, make a splash, honor current supporters, and hopefully bring new donors into the fold.

4 Reasons to love the new Click and Pledge Events App

As consultants, we have to maintain a critical view of technologies and tools. It is the best way to ensure that we can provide unbiased and highest quality recommendations to our clients, who, deserve no less. But when a technology is moving in the right direction, we owe its owner a tip of the hat and give credit where credit is due. After sitting in on a demo of upcoming changes to the Click and Pledge Event Management App, I can definitely say that it is a prime example of a technology that is moving in the right direction. Here are 4 reasons why the new Click and Pledge Event Management App is going to be AWESOME! It’s going to make life easier for the Event Manager/Salesforce Admin: At the heart of it, many of the newest features/upgrades are about adding simplicity to a feature-rich platform. Here is one example of this -The current version of C&P Events has 3 dates connected to the event (Event Start Date, Event End Date and Event Publish Date). In addition to this, each ticket type can have its own Start and End Date. The number of different date combinations causes unwanted confusion and increased testing time for the Event Manager. The upcoming release will remove the “Event Publish Date”, reducing the complexity immensely while still maintaining the overall level of flexibility. Upgrades and Enhancements are based on feedback from customers: In the world of technology, often times systems are often built/upgraded and paying customers are expected to adapt. This is not the case with Click and Pledge. During the demo, the presenter regularly cited examples of upgrades and...

App Review: AAKonsult Campaign Status

Campaigns are a super useful tool in Salesforce, especially for nonprofit organizations looking to track their marketing and fundraising efforts, attendance to events or even programmatic offerings. However, creating and using a campaign is just the beginning. The whole point of creating a campaign is to track its impact and how do we do that? With tracking its Campaign Members and Campaign Member Responses! Standardizing Campaign Member Status’s or responses is key to consistently measuring the impact of the types of campaigns you hold. But did you ever notice that there are only two default Campaign Member Status values available to you?   Sent and Responded are the two campaign status’s that are generic to every campaign. And although you can edit them by pressing the “Advance Setup” button on your Campaign Record, it only applies for that campaign and that campaign only. This create a lot of work if you want to use the same Campaign Member status’s for every campaign type, which is vital for consistent and effective reporting. To combat this problem and save you loads of time we’re introducing AAKonsult, a cool app that allows you to set up a list of default Campaign Member Status values based on Campaign Type that will automatically be assigned every time you create a new campaign. You may ask what are some examples where I could use different Campaign Member Status values. Well, here are a few examples where this app might be helpful: Event Attendance Status’s- Invited, Accepted, Cancelled, Attended, No Show Class Enrollment- Enrolled, Dropped Webinar- Invited, Registered, Attended, Did not Attended, Watched Recording   Installing...