Storing Comments Directly From Email >>Mail 2 DB

Suppose you have some information about one of your donors that you want to store in the Comments Section in Revolution Online. Now using the new Mail 2 DB function, you can send an email to your Revolution Online database and have it appear magically in the donor’s account. Seriously. It’s really cool. You don’t even have to login. In fact you can be sitting at a cafe, sipping your latte, having just completed another successful donor visit, write some notes in an email; hit the “send button” and “voi-la” – that comment is now in the donor record. Life is good.

Okay, you want to know how right? Okay, okay….calm down (you have had way too much caffeine)…but I will tell ya….

1. Create any normal email message, attaching any documents you like. (Oh did I forget to mention attachments? Those can go in too….)
2. Add a special line somewhere in the body of the message that starts with the string “ID:” followed by the donor’s account id. (Yes, you can include multiple records at the same time).
3. Send the email to your specially designated email address. The email can be sent either “To”, “Cc”, or “Bcc” (which gives you some flexibility here).

Within minutes, there it will be, inside the donor’s records in the database. And to be sure…Revolution Online will send you a confirmation email telling you the success (or failure) of your email along with the details of your request.

Note/Disclaimers: This feature requires a designated email address which will be given to your organization upon request. Please contact your ROI Technical Account Manager for more information and set up. Only incoming emails associated with VALID USERIDs are allowed to use this feature. Emails from third party addresses not registered with Revolution Online or associated with valid USERIDS will not be allowed to update any accounts for security reasons. Void where prohibited by law. No animals were harmed in the testing of this feature. Employees of ROI Solutions not eligible to win.

Major Gifts Projects

In addition to going directly into individual accounts to create Major Gifts Projects and Activities, ROI users can locate records using the Prospect Tools within the Major Gifts Console.

Once located, you are able customize this list to display whatever fields are most useful to you.

And now, by selecting “Create MG Projects” you can use the new Major Gifts Project Wizard. This will allow you to select records from the list and send them through a wizard to create MG Projects and Actions…making the set up for Major Gifts wicked fast…�

The AFP – Fundraising Effectiveness Project

The Fundraising Effectiveness Project (FEP) which began in 2004 is an online survey created by the Association of Fundraising Professionals (AFP). The goal is to help nonprofits analyze their year-to-year giving. The survey compiles data from nonprofits from all sectors and allows participating nonprofits to compare their results to the entire pool of nonprofit participants or to the subsection of the pool they are in. Data can be compared against other organizations by type of organization, file size, age of file and geographic region.

ROI Solutions has been one of the charter member firms of the AFP Donor Software Workgroup since 2004. For clients of ROI Solutions wishing to participate in this FEP surveys, ROI Solutions has developed an “all-electronic” software module for the FEP surveys that eliminates the need for our clients to key the fundraising performance data manually into AFP’s web-based survey form. This module is accessible directly in Revolution Online and is available to all clients at no charge. Organizations that wish to participate should fill out their organization specific data on the AFP Profile form located on the Tools tab under Commands.

On this form you need to confirm your organization’s desire to participate and provide information such as organizational and professional staff affiliations, first year of fundraising, fundraising subsector, staff size and fundraising expenses. Once you have completed the AFP Profile Form and indicated that you would like to participate, your data will be submitted to the FEP automatically by ROI.

Viewing Your Data: The Results

After your data has been processed by the FEP, it will be available for you to view in three reports available on the Reports tab in Revolution Online:

1. AFP Client Gain/Loss report shows gains and losses over a two year period exclusively for your organization. The report is broken down by New, Recapture, Upgrade, Downgrade, Lapsed New, Lapsed Repeat and is presented for both the monetary value of the gifts and the total count of gifts.
2. AFP Aggregate Gain/Loss report allows you to view the same gain/loss information as the AFP Client Gain/Loss report pulled from the aggregated data that FEP provides to participating nonprofits. In this report you can select to view the data for a subset of the total data broken down by geographical region, file size, age of file or fundraising subsector or any combination of these factors.
3. AFP Client and Aggregate Gain/Loss report allows you to compare your gain/loss performance to the entire pool of data or to any of the subsets, or combination of subsets described for the AFP Aggregate Gain/Loss above.

For more information visit:
http://www.afpnet.org/research_and_statistics/fep

Did You Know? >>Stock

Revolution Online has the ability to record gifts of stock. To do this, you would select the transaction type of Stock (which can be populated by your system administrator). There you will be presented with options for type of stock, # of shares, high, low as well as closing and selling prices. We even provide you with a handy little button that will send you out to the internet to check current and historical stock prices.

Suppose you have some information about one of your donors that you want to store in Comments in Revolution Online. You could…

1. logon to Revolution Online,
2. search for the donor account,
3. open the donor account,
4. switch to edit mode,
5. open the comments section,
6. click to add a new comment,
7. upload the information,
8. save the comment…

Jeez-oh-man, so many steps! What a hassle!!!!

Instead, using the new Revolution Online Mail 2 DB function you can now just send it to your Revolution Online database in an email. Here’s how.

1. create any normal email message, attaching any documents you like
2. add a line anywhere in the body of your message that starts with the string “ID:” followed by the donor’s roi_family_id
3. send the email to your designated email address (this requires set up at ROI Solutions). The email can be sent either “TO”, “CC” or a BCC.”

Within just minutes, there it will be, inside the donor’s record in the database, waiting for you. Revolution Online will send you a confirmation email letting you know the success (or if failure) of your email:

….along with the details of your request:

Note: this feature requires a designated email address which will be given to your client upon request. Please contact your ROI Technical Account Manager for more information and set up. Only incoming emails associated with VALID USERIDs are allowed to use this feature. Emails from third party addresses not registered with Revolution Online or associated with valid USERIDS will not be allowed to update any accounts for security reasons

ROI Releases QTool2…

We’ve introduced a new Query Tool for our users that allows you the ability to create more dynamic and comprehensive queries and outputs through Revolution Online. For more information, please see the Revolution Online Help Menu (and there you will also find an online video tutorial).

In addition to building queries for you, this new Tool offers other features such as:

1. Personal “Tool Box” – providing an easier way to save elements or portions of any query for later use and re-use in building additional queries.
2. Online summary information – displaying everything from the details of the query itself to when it was last run.
3. Online file pick-up or email output with notification.
4. Exposed raw SQL statements – providing you the “behind-the-scenes” detail (for those of you who like to “see” the SQL behind the query).
5. Enhanced layout and file retrieve functions – giving you more flexibility in your outputs.
6. Global “Exclusions” – providing client administrators the ability to set organization-wide exclusions to be applied to all queries.

And all of the features that existed in the Original Query Tool such as Copy to and Sharing Options as well as super fast results.

Just a reminder: This feature is provided to all ROI clients at no additional charge and specialized training is also free. Please contact your ROI Technical Account Manager. (And a special thanks to our Beta-Testers!)

We call them Flex Notes!

When you go to the donor account screen, in the commands section in the top right corner of the window, you will see a new icon that looks like a note tacked to a bulletin board:

Click the “note” icon to open an edit box where you can enter a note for the current donor account.

As you see. you are given the choice to show this note to just yourself, or to everyone in the client domain.

When you are done, click “save” — or click anywhere else on the page to cancel editing.

When you open an account that has a note on it, the donor name at the top of the screen is double-underlined the same way that the list items were underlined, indicating that the account has a note. You can see this indicator from every sub-function on the page, and from both the EDIT and VIEW screens.

In addition, you can manage all Flex Notes through the Tools Folder. There you can also create multiple Flex Notes for several accounts at the same time.

Introducing ROI Analysis

As a ROI client, you know Revolution Online can store as much information as you can gather, no matter what that information is. Having this kind of data warehouse — the ability to access all of your information simultaneously — makes analysis faster, easier, and more comprehensive than ever before.

Toward the goal of helping you understand the health of your file, ROI Solutions has developed a special suite of Client Analysis Reports that gets at the heart of your file – from every angle, encompassing all of the data elements you currently store directly in Revolution Online.

1. Campaign, Contact, Contact Type and Demographic Analysis
2. Donor File Key Health Analysis
3. Loyalty/Retention Analysis
4. Donor/Member Reactivation
5. Upgrade/Downgrade Analysis
6. Giving Summary Analysis
7. Lifetime Giving by Acquisition and Source Type Analysis
8. Upgrade/Downgrade
9. Universe Analysis

And more!

ROI is offering a special one-time full file analysis to you and your organization at no charge. ROI Solutions and its team will provide your organization with a full picture of the health of your file from every angle. Contact your ROI Technical Account Manager for more information.

Did You Know? >>Online Video Tutorials

There’s a slew of online video tutorials located in the Online Help menu.



If you go to the Help Contents to the item called “Show Me” there you will see the video tutorials we’ve created.




Just sit back, relax and enjoy the show!