Blog

Salesforce Spring ‘20 release introduced the ability to clone Opportunities or Campaigns (standard sales objects) along with their related records*. This feature can save you time as it allows you to quickly create new Opportunities or Campaigns from existing objects, especially if you are manually copying an object with a ... Read More

Salesforce has announced new features being released with the latest update, some of which may be relevant to your organization. For example, the new Gift Entry Template provides productivity improvements in entering donations, as it can be used for importing both batches and entering individual donations that need to be ... Read More

If you are a regular user of Google’s Chrome browser, you may have recently noticed a new warning pop up when logging into a site. This is not a sign that the site you’re accessing has been hacked - rather, it’s a new feature in the browser that was incorporated ... Read More

The new app was released in October 2019, and with the spring release, all users -- including both Salesforce Classic and Lightning Experience users -- will be automatically upgraded to the new Salesforce mobile app experience. What is the new Salesforce Mobile app? The new Salesforce mobile app includes Lightning ... Read More

How familiar are you with the Search Engine Optimization setup of your website?What keywords does your website rank for? On average, how many visitors visit your website from Google search results? What is the average bounce rate on your website? These are a few of the many questions you should ... Read More

Ah, year end… that magical time of snow, holidays, way too much to eat, and, oh yes, year end receipts and letters for donors. This can be one of the most onerous and time-consuming tasks of the year, but thankfully CiviCRM offers some ways to make it a bit easier ... Read More

Do you use CiviCRM as your email database? This article is for you. Many of our clients using CiviCRM have switched to using Mosaico in order to leverage the power of their CiviCRM database for their email mailings. Mosaico most commonly gets compared with MailChimp, because they both have a ... Read More

We get questions about importing contributions fairly often, so we thought we’d walk you through the steps we typically follow to ensure that the contributions are a) imported correctly and b) attached to the correct contacts. Does it take a bit longer? Perhaps – but we believe accuracy is well ... Read More

One of the benefits of having a CRM is the ability to see and track engagement in a wide variety of ways - contributions, bulk mailings opened, registrations for events, and so forth. CiviCRM also provides the ability to track direct ‘touches’ with constituents via activities, and I know a ... Read More

Salesforce’s NonProfit Success Pack (NPSP) gift entry and payment flexibility was certainly not a strength a few years ago, but NPSP has come a long way over the past few years. We thought it would be good to provide an update. This tip is going to focus on traditional gift ... Read More

In previous blog posts, we've talked about Breaking the "Brochureware" Mindset and the Identity+Brain connection. Bringing all of it together will get us to a successful website design. Steve Jobs once said, “Design is not just what it looks like & feels like. Design is how it works.” When talking ... Read More

Developing Your Interface In a previous blog post, we talked about Breaking the "Brochureware" Mindset and thinking about your organization’s Constituent User Interface (CUI) as an interactive hub. Now, we are going to focus on two primary concepts that can help you develop your CUI: Your Organization's Identity: Your public ... Read More