Archive | 2013

Automated Receipts & Acknowledgments

25 November

A new client recently requested the ability to send a receipt following every donation.  While we know this is an unusual request, Saturn complied.  Eprísa now has the ability to automatically send a receipt an individual or recurring (sustainer) donation.  The receipt may take the form of an eMail sent directly to the donor, or a staff member may receive the data and send the constituent hardcopy.

The receipt may be sent from the eMail address of choice and can be tailored with a personalized text, images, links and signatures.

Alternately, given organizational business rules, receipting may be done
on a monthly, semi-annual or yearly basis and reflect all donations for the
period.

Debit/Credit Card Pledges

04 October

The “Monthly” Pledge (also called Sustainer) program has been enhanced so the initial payment of a recurring giving promise can be made immediately and the individualized program set up automatically using PayPal, Visa, MasterCard or American Express. Remember, the program is tailored to the donors’ wishes: monthly, bi-monthly, quarterly or bi-annually.

TeleMarketing

08 August

Constituent records are available to telemarketing agents so donations, membership renewals, pledge promises (single as well as repeating), and personal data updates can be effected directly to the database. A unique source code as well as the agents’ credentials and time-stamp are captured and appended to each transaction. The constituent record is integrated to the call-center software and is made available to the agent immediately upon a successful voice contact.

Debit/Credit Card Donations

01 August

Eprisa now offers the ability to interactively charge PayPal, Visa, MasterCard and American Express for donations, membership renewals and single pledges. The interface works in processing payments on-line via the client website. In the case of telemarketing, integrated access to the database via call-center software allows the agent to resolve individual donations in real-time and post the transaction to the donor record interactively.

Donor Profiles / Dossiers

15 April

Eprísa now enables the user to design a constituent profile or dossier with data tailored to a specific goal, such as Major Donor stewardship or Planned Giving. This layout can be saved for future use and shared with other users; further, it may be printed or accessed in the field via tablet (rich text format or plain text).