Features & Functions
CRM
Contacts
| 1.1 | Manage Contact Records |
| 1.2 | Search and Filter Contact Records |
| 1.3 | Identify and Merge Duplicate Contacts |
| 1.4 | Organisations and Roles |
| 1.5 | Manage Supporter Logins |
| 1.6 | Address Lookup |
Supporter Insights
| 2.1 | Supporter Summary |
| 2.2 | Supporter Timeline |
| 2.3 | Lifetime Financials |
Dashboard
| 3.1 | Live Website Traffic |
| 3.2 | Transactions |
| 3.3 | Regular donations |
| 3.4 | Marketing Conversions |
| 3.5 | Event Registrations |
Cases
| 4.1 | View Case History |
| 4.2 | Manage Supporter Cases |
| 4.3 | Log Notes, Tasks and Appointment against Cases |
| 4.4 | Assign Cases and Tasks to Staff Members |
Self Service
| 5.1 | Forgotten Password Service |
| 5.2 | Change Password Service |
| 5.3 | Update Contact Details |
| 5.4 | Update Payment Details |
| 5.5 | View Recurring Transactions |
| 5.6 | View Transaction History |
Segmentation
| 6.1 | Dynamic Contact Segmentation |
| 6.2 | Segment hierarchy |
| 6.3 | Historical segment logging |
| 6.4 | Reporting |
Website
Pages
| 7.1 | Content Management System |
| 7.2 | Responsive Website Custom Design |
| 7.3 | Manage Content Schedules |
| 7.4 | Search Engine Optimisation |
| 7.5 | Social Media Optimisation |
| 7.6 | Accessibility friendly pages |
| 7.7 | Site Analytics & Tracking |
| 7.8 | Manage Page Versions and Revision History |
| 7.9 | Manage Sign Ups |
| 7.10 | Unlimited Pages & Links |
| 7.11 | Selectable Page Layouts & Styles |
| 7.12 | Friendly Page URLs |
| 7.13 | WYSIWYG HTML Editing |
| 7.14 | File uploads |
| 7.15 | Page Previews and Pre-Publishing |
| 7.16 | Friendly Error Page For Bad Links |
Forms
| 8.1 | Multiple Field Types |
| 8.2 | Required Fields |
| 8.3 | Set Form Headings, Order & Explanation |
| 8.4 | Save for later |
| 8.5 | Duplicate Forms |
| 8.6 | Email Confirmations |
| 8.7 | Confirmation Pages |
| 8.8 | Multi-step Form Setup |
| 8.9 | Repeating Sub Forms |
| 8.10 | Multiple Field Types (Existing) |
| 8.11 | Conditional Fields |
Editorial workflows
| 9.1 | Groups |
Shop
Donations
One-Off Donations
| 10.1 | Multiple Funds |
| 10.2 | Referral Sources |
| 10.3 | Giving Exports |
| 10.4 | Use Giving Details For Email Sends |
| 10.5 | Donation via Console |
| 10.6 | Batch Donations |
| 10.7 | Refunds |
| 10.8 | RFM Reporting |
Receipting
| 11.1 | Offer based receipts |
Recurring Donations
| 12.1 | Manage Recurring Donations |
| 12.2 | Payment Failure Classification |
| 12.3 | Failed Payments Automation |
| 12.4 | Recurring Donor Reporting |
| 12.5 | Monthly Recurring Revenue (MRR) |
| 12.6 | Current Recurring Donations |
| 12.7 | Average MRR per Supporter |
| 12.8 | Recurring Gift Stage Changes |
| 12.9 | Upgrades and Downgrades |
| 12.10 | Retention Reporting |
| 12.11 | Failed Payment Automation |
Statements
| 13.1 | Online and Email Statements |
Fundraising
Registrations
Membership
Marketing
Omnichannel Marketing
| 14.1 | Digital Marketing |
| 14.2 | Email Marketing |
| 14.3 | Direct Mail |
| 14.4 | Telemarketing |
| 14.5 | SMS Marketing |
Email delivery
| 15.1 | Customised Email Templates |
| 15.2 | Dynamic Mailing Lists |
| 15.3 | Email Tracking |
| 15.4 | Manage Replacement Fields |
| 15.5 | Unsubscribe Management |
| 15.6 | Send Test Emails |
| 15.7 | Export Mailing Lists |
| 15.8 | Email Scheduling |
| 15.9 | Email Logs |
| 15.10 | Unsubscribe lists |
| 15.11 | Reliable & Scalable Email Delivery |
| 15.12 | Files and PDF Attachments |
| 15.13 | Responsive Email Content Editor |
| 15.14 | Recurring Email Sends |
| 15.15 | Preview Email Send |
| 15.16 | Bounce Handling |
List Management
| 16.1 | List Aggregation |
| 16.2 | List Automation |
| 16.3 | Auto De-duplication |
Lead Management
| 17.1 | Manage Lead Lists |
| 17.2 | Convert Lead to Supporter |
A/B Testing
| 18.1 | A/B Testing for Digital Marketing |
| 18.2 | A/B Test for Marketing Emails |
| 18.3 | A/B Testing for Direct Mail and Telemarketing Lists |
Marketing Automation
| 19.1 | Automated Email Journeys |
| 19.2 | Manage Campaign Response Tracking |
| 19.3 | Automated SMS |
Campaign Performance Reporting
| 20.1 | Lead Performance Reporting |
| 20.2 | Track Conversions |
Point of Sale
Platform
Professional Services
Optional Features
Website
| 21.1 | Manage Multiple Websites |
| 21.2 | Manage Multiple Page Templates |
| 21.3 | Responsive Site Navigation |
| 21.4 | Responsive Banners and Galleries |
| 21.5 | Manage Sign Ups |
| 21.6 | Manage Blogs and Comments |
Shop
| 22.1 | Bundled Products |
| 22.2 | Product Options |
| 22.3 | Postage Options |
| 22.4 | Voucher Codes |
| 22.5 | Fulfilment |
| 22.6 | Guest Checkout |
| 22.7 | Digital Downloads |
Peer-to-Peer Fundraising
| 23.1 | Manage Individual Fundraiser Page |
| 23.2 | Manage Team Fundraising Page |
| 23.3 | Manage Fundraising Checklists |
| 23.4 | Manage Achievements |
| 23.5 | Fundraising Goal Progress Widgets |
| 23.6 | Leaderboards |
Registrations
| 24.1 | Manage registrations for participation events |
| 24.2 | Merchandise Add Ons |
| 24.3 | Manage Event Capacity |
| 24.4 | Group or Family Registrations |
| 24.5 | Time/Date Based Pricing |
| 24.6 | Public/Private Team Management |
| 24.7 | Batch Payments For Corporate Teams |
| 24.8 | Integrated fundraising |
| 24.9 | Process registrations through console |
| 24.10 | Confirmation Email |
| 24.11 | Bib allocation |
| 24.12 | Export Registration Details to a File |
| 24.13 | Report per Event with Product Breakdown |
Ticketing
| 25.1 | Manage ticketed events (eg conference) |
| 25.2 | Email Ticket PDFs |
| 25.3 | Ticket Assignments |
| 25.4 | Manage Event Capacity |
| 25.5 | Report per Event with Product Breakdown |
Membership
| 26.1 | Manage Member Exclusive Content |
| 26.2 | Trial Memberships |
| 26.3 | Membership Levels |
| 26.4 | Membership types |
| 26.5 | Automatic Renewals |
| 26.6 | Grace Periods |
| 26.7 | Automatic Email Notifications |
Internationalisation
| 27.1 | Local Timezone |
| 27.2 | Website Translations and Localisation |
API
| 28.1 | Customisable Endpoints |
User Authentication
| 29.1 | 2FA Login |
| 29.2 | Single sign on (SSO) integration |