Did you know.. … you can embed both active videos and planned Live Stream YouTube videos within portals across Compass-360? Whether it be a campaign portal or a mobile auction portal, you can embed a video as long as it has been set up properly within YouTube itself. Embedding videos is also a great way to […]
Spur of The Moment You can sell Spur-of-the-Moments items prior to your event on the main event ticketing page. This is most common used for supporters who can’t attend your event but want to purchase available items, like raffle tickets or merchandise. You can also sell Spur-of-the-Moments items with the […]
Batch Cleaning Salutations We recommend to regularly clean constituent salutations, particularly if you’ve recently had an influx of constituents into your database from a campaign or event, and especially if you will be sending targeted communications using merge fields to personalize the content. While our new constituent matching tool incorporates salutations, it’s always […]
Updating Constituents Via The Import Module Sometimes you will find yourself exporting constituent information, modifying in the spreadsheet, and then needing to update in Compass-360. This is a common scenario, especially when you’re utilizing volunteers or other team members for a data clean-up project Learn how using the Import Module.
Moves Management for Major Gifts Track and report on your major gifts – or any demographic of donors you are strategically targeting (like a Capital Campaign) using the Moves Management tool in the Constituent Module. Moves Management allows you to build out your own custom donor life cycle and then further manage individual […]
Easy Income: Enable Covering Credit Card Fees You can configure your responsive Compass-360 portals so that donors are able to cover the credit card fees of their transactions on your behalf, helping their donations go fully and directly to you. This is a one-time configuration and only needs to be updated when […]
Branding Contact Us, Privacy Policy, and Terms & Condition Link on Portals If you are using the Compass-360 portals for donations, campaigns, memberships, etc. you should set the links at the bottom of the portals to point towards the Contact Us, Privacy Policy, and Terms & Condition pages on your organization’s actual […]
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 […]
Did you know… You can embed both active videos and planned Live Stream YouTube videos within portals across Compass-360? Whether it be a campaign portal or a mobile auction, you can embed a video as long as it has been set up properly within YouTube itself. Embedding videos is also […]
Canceling Scheduled Emails 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 2.0 Module. As we’re rounding out the final touches of Message Management 2.0, we […]