Importing CiviCRM Contributions October 16, 2019 by Lesley A. Carter Thinking in: CRM/AMSWe 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 worth the few extra steps.… Read More
Nonprofit Website Redesign: Bringing It All Together April 29, 2019 by Brad DeForest Thinking in: CMS/Websites, DesignIn 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 about websites, my version sounds… Read More
Nonprofit Website Redesign: Identity + Brain April 29, 2019 by Brad DeForest Thinking in: CMS/Websites, DesignDeveloping 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 “persona,” the face you’re presenting… Read More
Nonprofit Website Redesign: Breaking the Brochureware Mindset April 29, 2019 by Brad DeForest Thinking in: CMS/Websites, DesignWhen you think about redesigning your nonprofit’s website, what comes to mind? Often, organizations start with a list of information they need to share — facts, figures, operating hours, maybe a donate button. It’s time to move on from this “brochureware” approach. We’re here to suggest a totally new mindset that will help you establish… Read More
Nonprofit Website Redesign: Backpacking Through a Website November 9, 2018 by admin Thinking in: CMS/Websites, Design, StrategyHow to Lose and Confuse Your Visitors. What does backpacking have to do with a website? It practically has nothing to do with it, except, sometimes that is what your users are doing when they visit it. Some synonyms for backpacking according to thesaurus.com is wandering, rambling and hitchhiking. Yikes. Is this potentially how a visitor feels… Read More
Nonprofit Use Case for Salesforce Web to Lead Form June 25, 2014 by admin Thinking in: CRM/AMS, SalesforceBackground The Epilepsy Foundation of Eastern Pennsylvania (EFEPA) wanted the ability to have the information requests from the website to be fed directly into Salesforce. The existing process consisted of the constituent completing a form on the website which sent an email to a staff member who manually keyed the information into Salesforce and manually sent an… Read More