RDD Assignments
RDD Assignments is an area that enables users to see the Major Gift Officer accounts and the progress the MGOs have made in recruiting gifts from those accounts. Users can be limited to viewing their own account.
In this section the RDD Assignments sub-module and its functions will be reviewed using a fictional data set.
RDD Assignments OVERVIEW
ACCESS/LANDING PAGE
- Click on the Planned Giving module.
- Select the RDD Assignments sub-module.
- Initially, users are presented with a list of Major Gift Officers and a summary of their Progress, Assignments, Follow-Ups, and Rules.
- Clicking on an MGO – Carlos Guerrero – displays that officers Summary Screen.
GOALS Tab
The Goals tab is the default tab first viewed when clicking on an officer. From this location users can:
- View an MGO’s Monthly Goals for the Year-to-Date.
- Users can toggle to the Total Year as well.
- Edit an MGO’s Monthly Goals by clicking the Edit Goals button.
- Users will need permissions to edit.
NOTE: Goals are calculated against the Donations/Gifts made by a MGO’s Assigned Accounts within the time listed.
- Users can click the All-Years link to see All Monthly Goals for all years tracked.
- The left-hand pencil icon enables users to edit the goal amount.
Setting up Response Rules
To set up Response Rules for a MGO, users should follow these steps.
- Click on the desired MGO record.
- EXAMPLE: Test User
- Click on the +Add Rule button.
Rules set up the criteria that is employed to pull certain Donors in as account to which this MGO should respond.
- Two sections display: the Details and the Rules. Either can be filled out first, but the purpose of the Details is to apply to the Rule.
- Toggle on the desired Details. The following Options display that will affect how the Rule defined below is handled:
- Stop Processing – Will cease processing any responses from Appeal.
- Send Email Notification – Send MGO email notification upon receipt of donation.
- Prevent Conditional Appeal Acknowledgements – Prevent any conditional (automatic) Appeal Acknowledgements from delivery to the Donor.
- Prevent Operator Appeal Acknowledgements – Prevent any manually selected Acknowledgements (in Rapid Entry) from delivery to the Donor.
- Send Specific Acknowledgement – Will send the Acknowledgment letter selected (or searched for and selected) at the top of the screen in the Acknowledgement Appeal field to the qualified Donor(s).
- Create Note – Displays Note Subject, Note Type, Is Private & Alert Notification, Note (Description) and Create Follow Up fields/toggles whose desired content can then be automatically applied to qualified
Donor records.
- In the Rules section, click on the Add new record button.
- Users can repeat the Rule creation steps (5-9) as often as desired; every row can apply a different filter to the results.
- From the Rule Type dropdown, select Criteria.
- EXAMPLE – Gift Amount Range.
- From the Description field dropdown, select the desired Range.
- EXAMPLE – Is Greater than or Equal to.
- In the Value field, enter the desired amount.
- EXAMPLE – 250.
- Click the Save icon on the Row.
- Click the Save & Close button once all rules have been saved and added.
- EXAMPLE – Only ONE rule is added.
- The saved Rule displays:
Manage Major Donors
Manage Major Donors has two distinct tabs for users to utilize: Major Donor Pool and Major Donor Status.
The Major Donor Pool tab enables users to Query and Find Donors or prospects to assign Major Donor status. User can run an existing Query or create a brand new Query to pull specific results from the entire Donors table. Users can then narrow the results of that donor pool even further by completing Current Pool search fields. Finally, from the displayed results, users can select and assign the resulting
records to a specific MGO.
The Major Donor Status tab is the location by which users create the desired Major Donor Status Codes. These codes are constructed using Criteria (same set up as in Appeals and Queries) and define the desired levels of Major Donors that the user’s organization desires to be distinct. These codes are then auto assigned to Donors as a result of their donation levels and can be leveraged in Appeals, Queries, Reports, and in the assignment as Accounts to MGOs.
Selected Query Creation and Results Management
Users can leverage an existing query or Create a new Query for use in narrowing down the Donor pool to a desired level. Users will learn how to select an existing query and create a new query in these steps. Users will also learn how to read and manage the query results.
- Click on the Planned Giving module, Manage Major Donors sub-module.
- Ensure that the Major Donor Pool tab is selected.
- From under the Selected Query section, click on the Selected Query dropdown.
- From the Selected Query dropdown, select the desired query to run against the Donors table.
- Queries populate this dropdown from a list of Queries created via the Create a new Query link which is covered below.
- EXAMPLE – Donors CYG 250+ (Donors who have given $250 or more during Current Year)
- OBSERVE – Under the Selected Criteria section, the criteria used in the Query (Donors CYG 250+) is displayed.
- Note red text – Donors with an RDD are always included by default.
- Users can click on the blue Sample Query to see a non-editable display of all the values that are returned for the Query.
- Users can also choose to narrow the results displayed at the bottom of the page further by clicking in the top area of the Current Pool section and completing one or more of the desired fields.
- . Users can also utilize the Current Pool section, Search by Miles from Address area to narrow geographically within the results.
- To use effectively, users must set the Radius in Miles FIRST, then enter accompanying information from one or more of the additional fields.
- Scrolling to the bottom of screen enables users to view the functionality of the Full Results of the query.
- From the Results display, users have a number of options:
- Clicking on the ID column link displays the Donor information record.
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- Selecting a record by Toggling the switch in far-left column to On.
- Assigning a record to an MGO – with Toggle on for desired record(s) – by clicking MGO Assign button in the upper right-hand corner.
- Clicking the Select RDD dropdown (RDD =’s MGO)
- Assigning a record to an MGO – with Toggle on for desired record(s) – by clicking MGO Assign button in the upper right-hand corner.
- Selecting an RDD from the dropdown
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- Clicking the Select button
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- Update all Donor assignments by clicking on the Run Major Donor Segmentation button in the upper right-hand corner.
- This updates all the Major Donor Status rules which will be discussed in the next section.
- Update all Donor assignments by clicking on the Run Major Donor Segmentation button in the upper right-hand corner.
Major Donor Status Management
Users can create new or modify existing Major Donor Status Codes. In this section, users will learn how to create a new code and how they can be managed.
- Click on the Planned Giving module, Manage Major Donors sub-module.
- Ensure that the Major Donor Status tab is selected
- Click on the Add new Status Code button.
- Users enter a Segment Code – this forms the displayed Status Code Name – and a Description – this forms the Text below the Status Code Name.
- In this EXAMPLE – a Code of Major Donation: $7500 added with 5 Stars.
- The system automatically cuts stars in halves to fit ratings w/in 5.
- In this EXAMPLE – a Code of Major Donation: $7500 added with 5 Stars.
Users scroll to the desired Criteria in the lower section and select by dragging and dropping to the right-hand column.
- Once dropped, the filter criteria screen displays, users need to select from the Filter dropdown and fill out the desired Criteria.
- EXAMPLE – Is Greater than or Equal to – 7500
- Users can add as many Criteria rows as desired to the Status Code.
- Click the Save button.
- Click on the Save and Close button at the bottom of the Segment screen.
- Users can also run Sample results from this location as well.
- The new Status Code Segment is added to the list.
- Users can also expand a status to view accounts that qualify.
- .Users can also view Counts and Date last refreshed in the far left-hand columns.
- .Users can also change the Ranking display as desired and Refresh on the fly from the upper left-hand buttons.