New Spring 2009 DPO Release in time for AFP
It's that time of year again, and this year we're looking to make a big splash at the Association of Fundraising Professional's (AFP) annual 2009 International Conference, held this year in New Orleans, LA. We'll be hard to miss- we're sending a whole team of people in Blue and White DonorPerfect fundraising software shirts to help people understand why DonorPerfect continues to grow and is the leader for small, medium, and even larger non-profit organizations.
We'll also be introducing our latest upgrade, the Spring 2009 release of DonorPerfect Online. This new release is packed with enhancements, and we're automatically releasing this week to everyone on the DonorPerfect Online system. As always, upgrades are automatic and are included FREE as part of our ongoing service to our clients.
The major part of the upgrade will be the release of our new business rules module, called SmartActions. SmartActions allow any organization to create their own workflow rules based on changes or events that occur in the software or database.
Here's how it works:
Overview
The SmartActions module allows you to set up actions that your DonorPerfect Online system will carry out automatically when the specified "trigger" conditions are encountered. For example, if a gift of $500 or more is entered into DonorPerfect (the trigger), an email notification can be sent to the Development Director automatically and a call can be set up in the DPO Contact Manager (the actions). You can set up as many SmartActions as you would like. Create pop-up alerts and reminders, send emails, enter data into fields, launch websites – it’s all done automatically!
The SmartActions module allows you to set up actions that your DonorPerfect Online system will carry out automatically when the specified "trigger" conditions are encountered. For example, if a gift of $500 or more is entered into DonorPerfect (the trigger), an email notification can be sent to the Development Director automatically and a call can be set up in the DPO Contact Manager (the actions). You can set up as many SmartActions as you would like. Create pop-up alerts and reminders, send emails, enter data into fields, launch websites – it’s all done automatically!
Benefits
- Increase system configurability.
- Save time by automating emails and other tasks.
- Reduce the need for custom programming.
- Run your nonprofit more efficiently.
- Eliminate errors due to forgetfulness.
- Improve effectiveness of new staff.
Features
- Simple step-by-step wizard setup
- Create Triggers when you open, create, edit, or save any of these record types:
- Donor
- Gift
- Pledge
- Contact
- Other Info
- Address record
- Combine Triggers with filters to meet specific conditions.
- SmartActions include the ability to:
- Send email notifications to one or more staff.
- Create a Contact or Other Info record.
- Update a field.
- Display a pop-up message.
- Open a new browser window and display any web page or web site
- All Actions can include merged fields for even greater flexibility!
We're really excited about this release and are looking forward to meeting all of our existing clients and meeting future ones. If you're an existing DonorPerfect client, stop on by to take a look! If you are new to DonorPerfect, we'd love to show you this great new feature and all of the other benefits of DonorPerfect that will make you raise more money and spend less time.
See you at the show!
Labels: AFP Conference, DPO, Spring 2009 Release
posted by Jon Biedermann at
11:21 AM
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