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Why Journey Mapping is so Important to Creating Amazing Member Journeys

The MatrixFiles

Matrix Group is working on an email signup project for a longtime client. This client wants to create an easier way for members and non-members to see all the newsletters the association has to offer, and easily subscribe to receive them. The client has many goals with this project: Showcase all of their newsletters.

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Which Customer Relationship Management (CRM) Software is Best for Your Nonprofit?

Nonprofit Tech for Good

I have worked with many clients who opt against a CRM, preferring to keep track of donors in an excel spreadsheet or through Quickbooks, but these baseline tools don’t offer the functionality to track these relationships. Individual pledge commitments or reports on pledged revenue by date, campaign, or program can be tracked easily.

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How an AMS based on Salesforce helps secure your member data and scale your association

Nimble AMS

The Salesforce platform supports data security best practices, including two-factor authentication, login IP ranges, adjustable session timeout thresholds, custom domains, and the latest authentication and encryption protocol, Transport Layer Security (TLS), for browser encryption. Data recovery.

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GA Apocalypse: The Deprecation of Universal Google Analytics

Whole Whale

It is also very possible that BOTH Universal Analytics and GA4 are installed on the site, something that Whole Whale has recommended and done for our clients. Here are couple quick ways to check: Login to Google Analytics. Go into your Analytics.Google.com login and look at your property codes as follows ( [UA?GA4]

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Should You Delete Donor Records?

Robert Weiner

I was recently contacted by the vendor behind a new cloud-based donor management system with this question: We have noticed that our clients have become much more conscious about archiving/deleting old donor/prospect records because our pricing model is based on the number of records. What do you think?

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Understanding SSL: The What, Why and When of Secure Sockets Layer

Byte Technology

Thankfully, for more than 20 years there’s been a standard security technology in place for establishing an encrypted link between a server (whether for a website or email) and a client. Recognizing the importance of this technology begins with the SSL Certificate.

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Nonprofit Cloud Dreamforce Keynote: Deliver Unique Experiences to Drive Impact

Saleforce Nonprofit

Slack and Nonprofit Cloud Case Management helps case managers improve service quality and collaboration for each client regardless of caseload size. We’re putting clients and donors in the driver’s seat of their engagement with your organization with Experience Cloud for Nonprofits. With Experience Cloud for Nonprofits, you can.