Donor retention is definitely one of the hot topics that many of us talk about in the fundraising world, but most of what we do is view reports on who we have lost and how we are going to reactivate them. In a world where marketing automation is all the rage, isn’t it time we software providers did a better job of providing you with the marketing automation to prevent the loss of donors.
At Vision2 we believe that our focus is on Donor Loss Prevention and that starts with trigger based marketing. Our first set of features being released in May are all about creating an automated system of engaging donors related to their first gift, last gift, recurring gifts, credit card expiration and pledges using personalized content based marketing. And more than just an email, it is a mini campaign with as many messages as you want spread over time based on your choices using content based marketing related to the donors original gift.
We will be expanding our trigger based campaigns to include multiple channels with the first one being SMS text messaging.
Combined with the best donor self service capabilities via mobile and web, Vision2 provides the kind of multichannel engagement platform that donors have come to expect based on their interactions in retail and the financial world.
One of the things that struck me from working with Heifer International while I was at Blackbaud was that there is a real need for a customized experience with acknowledgements that reflects the donors experience in supporting the organization. At Vision2 we built the acknowledgement sequence which allows each organization to create a customized acknowledgement by what the donor gives to that changes each time they give if the organization desires.
The gift acknowledgement sequence is customized by channel .
Unlike many systems where the acknowledgement is a general purpose tool on the web or via email, Vision2 allows each organization to tailor its acknowledgement experience to what the donor is passionate about. Every opportunity to engage the donor community should be met with simple and easy to use tools to do so.
Another great job by the Vision2 team in making personalized interaction a little easier for all the organizations we support and hope to support.
Building a SaaS solution that correctly reflects time and date globally is not always as simple as it would seem. Take something as simple as the date of a transaction. Time has meaning. A gift given tomorrow in Europe which might be tonight in Los Angeles must correctly reflect the timezone of the General Ledger. While this may seem a trivial detail, it is a real use case and one that requires careful treatment and reproduction of dates localized to their purpose. That gift has to be represented to the donor on one day and to the general ledger the next day.
But these are the things we want to get right the first time so that our clients can focus on what they need to do and leave the edge cases and hard stuff to us.
Well its been about a week longer than I thought it would take me to build a super flexible output mapping logic for General Ledger outputs.
The design supports grid output, financial edge, and quickbooks and allows nearly 5780 unique combinations GL account structures based on currently available data.
Fund, Project, Site
Site Project Fund
Channel Site Fund Payment Method Project
You don’t realize how intense things are until you step back.
* Real Time Analytics
* Real Time Sub Ledger Updates
* Real Time Data Integration for Donor and Gift Data
* Real Time Benchmarking
* Real Time Federated Analytics across organizations
* Exportable Dashboards
* Flexible GL Output for FE, QB, and Grid (Great Plains, Oracle)
* Credit Card and ACH settlement data integrated at the payment level
It has been a crazy few months and a lot of work by a lot of dedicated people. Its an honor to work with such a great team.
Thanks to the Vision2 team’s hard work and efforts in working through the challenging process of becoming a payment processor. We are now capable of issuing and enabling merchant accounts directly for our church and non profit clients just like PayPal, Authorize, or IATS. Can’t wait to tackle the next big hurdle working with a great group of dedicated people.
Vision2 is PCI level 1 certified.