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Jesse Calagna
We currently user monday.com to survey constituents and ask them what events they would be interested in ...
Jesse Calagna Category Integration 12h
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Tristany Corgan
Hi there! I would love it if anyone who manages RE for a larger, national organization might be able to provide some ...
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@Tristany Corgan I think it makes the most sense to add the county if you need that information, but I would ...

Joanne Felci
Does anyone know if there is a list somewhere of what fields are available for each export type (constituent, gift, ...
Open for Discussion

@Joanne Felci “Issuer symbol”

Jennifer Hoffman
Hello, I am new(ish) to my role within my organization, so still learning a lot. I know this topic has been discussed ...
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@Jennifer Hoffman
I highly recommend Importacular by Zeidman. It's free, and the Transformations feature has ...

Adrian Pitts
Hello to everyone, I was wondering when the donor opts out of receiving emails, does it do it automatcally or do I ...
Adrian Pitts Category Data Entry 9d
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@Adrian Pitts - What email platform are you using? NXT Web View or Online Express (OLX)?

Lanetta Gilder
Hello all! I hope all is well. I have a donor advised fund question! If an organization has multiple companies that ...
Open for Discussion

Hi, @Lanetta Gilder
You will find quite a number of posts on this topic if you search for DAF, Benevity, and that it is ...

Debbie Kanda
I am drafting an email to our lapsed donors (donors who haven't given in the past 5 years). I am looking for ideas for ...
Open for Discussion

@Debbie Kanda This ENGAGE blog post might be helpful for you: ...

Kath McBrien
Hi all We are using packages to record whether the gift is a donation, sponsorship, registration or collection to ...
Kath McBrien Category Data Entry 14d
Open for Discussion

@Kath McBrien We set up various “Gift Subtypes” - General Donation, Bequest, Sponsorship, Registrations etc.