November 2020 News
Falling Into Tax- Receipt Season
Tax receipt season is upon us! In the next month or two, lots of organizations will be issuing end-of-year tax receipts.
There has, however, been a wave of a donor-responsible approach to issuing tax-receipts and we are impressed with how many organizations are taking it. Curious? We’re here to answer any questions on the trending approach.
Issuing tax receipts no matter what? Get a head start by spending some time cleaning up your data using the Duplicate Constituent Manager and cleaning up constituent salutations.
Communications Continued: Emails
Communicating with your donors is the most essential tool when it comes to cultivation, retention and growth within your organization.
- Manage email types from both the email asset and the email broadcaster.
- Learn about the new & improved Unsubscribe Portal – giving your donors the chance to manage what type of emails they want to receive and what emails they receive them at.
- View valuable insights into your email communications with the addition of click tracking and subscription tracking in the Message Management 2.0 Module.
Income 2.0 Is Here, Legacy Will Stay Longer
Haven’t explored the new and improved features of Income 2.0? Dive in now by checking out the new Help Docs.
We have extended the deprecation timeline of the Legacy Income Module – it will now be deprecated on December 31st, 2020.
If you haven’t, make sure you update the link of your general donation portal. Legacy portals are not updated to reflect the new changes to the Income Module.
Hidden Gems: Email Templates
Did you know Compass-360 email assets come with pre-populated email templates? Don’t know where to start our what merge fields to use? Check out our templates via Extended Actions or learn more here.
Quick Save: Download Compass-360
New team member? New laptop?
We’ve replaced our download site – make sure to bookmark our new one:
https://compass-360.org/download/
