JustGiving Integration with thankq

Transcription

1 JustGiving Integration with thankq #TQUG Jamie Parkins, Anthony Fawkes, Sands, Carl Rippon

2 Agenda Introductions Since we last spoke Why Our Approach Stages of the process Case Study - Sands Interest test Questions Benefits

3 Audience Participation How many of you have manual processes in place to process JustGiving income? With an upgrade to your thankq database you can have integration with your JustGiving data

4 Since we last spoke We have launched new products that capture more data than ever before (JustTextGiving, In Memory, Companies) We developed our Data APIs in order to enable data management and manipulation by 3 rd parties We worked with thankq together on an integrated solution for our mutual clients

5 Why? Because charities tell us 61% of charities interested in connecting JustGiving with their fundraising database* Data manipulation (exporting, importing etc) often cited as major pain point for current users. Help Us! Annual JustGiv* ing Data Survey Results (Feb, 2012) Annual JustGiving Data Survey Results (Feb, 2012)

6 Our Approach We are not a data or CRM specialist. We want to defer to experts in the field like thankq We want to become an open platform that specialists can build upon

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8 Time Saving Efficiences Increase Customer Insights Reduce Human Error Improve Supporter Care

9 Overview of the process Apply for an API Key more details are at Still required to complete custom codes Automation is in stages Download pages Code pages / events Download payment reports Do your supporter care processes

10 Agenda Introductions Background to Sands Background to their journey with thankq What their data pains were with JustGiving data

11 Background Sands, the stillbirth and neonatal death charity, was founded in 1978 and is a leading charity within the sector. Each year we support many thousands of families whose babies have died, offering emotional support, comfort and practical help. In spite of medical advances, the shocking reality in the UK in 2011 is that every day 17 babies are stillborn or die within the first twenty eight days of life.

12 A team of 28 (many part-time) are supported by an small army of volunteers and support groups operating across the UK. Support anyone affected by the death of a baby; Work in partnership with health professionals to try to ensure that bereaved parents and families receive the best possible bereavement care; Promote and fund research that could help to reduce the loss of babies' lives. We depend on the extraordinary energies of our supporters to raise the vital funds we need to exist.

13 Fundraising! Grown rapidly reactive vs proactive Head office is in London and fundraising team consists of 4 people remote working (Essex, Kent, Lincolnshire, and Scotland!) Using JustGiving since 2003 One of the charity s largest income streams Processes all manual *groan*

14 Journey with thankq Previously working on an Access Database Shared Remote working! Purchased thankq about 12 months ago Migrated to thankq about 3 months ago

15 Statistics ( ) Total income from fundraising pages and direct donations Number of Value of Donations 4623 Fundraising pages 2,720, Direct donations 214,504.03

16 Of the 5213 Direct Donors 2412 opted in to further contact Direct Donors Opted in Opted Out For this period, if we d been able to contact the 2412 that indicated they wanted to hear more from us and if just half (1,206) had made the average donation of we potentially have lost 50, in lost revenue

17 Other Data Pains Poor supporter care to non fundraisers Money was hitting the bank account which could not be reconciled No central place to check what a fundraiser was doing and how well they were performing No central place to collate and access all data

18 Solution Stages So this is how JustGiving and thankq have worked together to create a universal solution Still need to work out your custom codes (Serial Number / Source / Destination)

19 Solution - Configuration Speak to one of the thankq staff as you will need to get this functionality activated Get an API Key from JustGiving.com/Developer Confirm your Custom Codes Hopefully we can walk you through this in thankq with you now.

20 Configuration Screen

21 Configuration Screen Library Definitions

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23 Pull down new pages Limited to 3 months data in one call Still can control dedupe data on import You are still in control of the data Looks like this

24 New Pages setting

25 New Supporters / Existing Supporters

26 Dedupe Settings

27 Entering Custom Codes (Events) Coding events from source and destination Event Id Pushing this back to JustGiving

28 Event Custom Codes

29 Entering Custom Codes (Page Codes) Coding new pages (serial number / source / destination / event id / pledge) Pushing this back to JustGiving

30 Event Custom Codes

31 Payment Report settings Exactly the same data as you access through the JustGiving charity account You can check this against a payment report

32 Event Custom Codes

33 Event Custom Codes

34 Event Custom Codes

35 Supporter Record with donation

36 Supporter Record with donation

37 Bonus Reports for JustGiving Data

38 Benefits to Sands Timely reconciliation with the finance team Better supporter care for existing supporters (new fundraisers) all income in one place Access to all of the opted in donor data to ensure that we keep them up to date with our research and fundraising

39 Hands up if you think it s something that you would like

40 Thank you Jamie Parkins T +44 (0) E jamie@justgiving.com Carolyn Bray T +44 (0) E carolyn.bray@uk-sands.org Anthony Fawkes T +44 (0) E anthony@actuallydata.com