Currently browsing: Tools & Tips

08/19/21 Tip

Event Portals: Easing Registration & Table Management There are two portals you can utilize from within an event to help your guests manage both themselves and their own guests: the Event Guest Portal, which allows guests to manage themselves and any guests they’ve registered, and the Table Captain Portal, which […]

Read more

08/12/21 Tip

QR Codes: How To Use The New Norm In the face of COVID-19, restaurants and businesses began utilizing QR codes as contact-free way for customers to access their menus and services. Take advantage of the new norm by utilizing QR codes at events or with partners to allow donors to easily access […]

Read more

08/05/21 Tip

Canceling Scheduled Emails Spelling error? Change in plans? If you have scheduled an email to be sent out, but need to cancel it or make adjustments to the asset, you can now easily and quickly cancel any scheduled email via the Message Management Module.

Read more

07/22/21 Tip

Gathering Additional Information About Event Attendees Using Tags Did you know you can utilize tags to customize event registration to fit your needs? If you need to gather additional, unique information about your guests when they are purchasing tickets other than the standard contact fields, like tee-shirt size, you can do so by […]

Read more

07/15/21 Tip

New Team Member, New Login For various security reasons, particularly in the event that you need to track a change made in your database via the change log, make sure everyone on your team is using their own Compass-360 user account. This allows you to not only give everyone their own […]

Read more

07/01/21 Tip

Extra Help: Training & Event Services Did you know we provide customized training for your organization that is specific to how you need to utilize your Compass-360 (C360) database? Training plans are completely designed around your timeline, staff capacity and budget, allowing for simple 101 trainings for new team members, or complete […]

Read more

06/17/21 Tip

Complete Database & Website Integration We are excited to announce we’re now offering complete Compass-360 database and WordPress website integration! Piloted last year with our friends at Child Care Action Council, we’re now offering a pre-set, customizable WordPress website fully hosted on our servers, backed up daily, and securely connected to […]

Read more

06/10/21 Tip

Don’t Miss a Donation, Query For Lapsed Donors Every bit of income makes a difference, especially in Covid Times, and while organizations have done an outstanding job communicating during this turbulent year, a handful of donors may have slipped through the cracks. There are various ways within both the Constituents […]

Read more

06/03/21 Tip

Hidden Gems: Free Images from Unsplash In addition to our free integration with MailChimp and Canva, Compass-360 (C360) also integrates seamlessly with Unsplash, a website that offers free, high-quality images. These images can be used across portals and email assets, alowing you to instantly download directly in C360 and saving you […]

Read more

05/20/21 Tip

Assigning a Specific Contact to Acknowledgements Sometimes you need to send a thank you or acknowledgement letter to a specific contact who is linked to the constituent making a gift, rather than that constituent itself. Most often, this contact is a representative of a foundation, corporation or organization and helps manage your […]

Read more