Fundraising and CRM Platform Customization, Data Enrichment and Reporting
At CharityEngine, we know every nonprofit operates differently. That’s why we’ve designed a platform that adapts to your organization’s changing needs, offering the flexibility to customize it to fit your unique workflows and goals.
This month, we’ve added even more ways to personalize your experience with new enhancements to Batch Entry templates and Case Management. Plus, we’ve introduced exciting updates to our data enrichment and attribution tools, giving you deeper insights and more control.
Let’s dive into the details!
Customize CharityEngine to Fit Your Needs
Our latest updates offer even more ways to tailor CharityEngine to fit your organization’s unique needs. Here’s what’s new:
Enhanced Batch Entry Templates
CharityEngine has always allowed batch template customization for donation entry, but we’ve now expanded this feature to give you even more options. You can now add two new fields to your batch templates:
- GL Code: Assign unique General Ledger (GL) codes to each transaction for more precise financial tracking.
- Gift Category: Categorize donations with custom gift types, allowing for more granular reporting.
Plus, after processing a batch, you’ll now have access to a batch summary option for quicker review and smoother workflow.
Customizable Case Management Categories
Did you know that the CharityEngine fundraising platform and CRM also includes built-in Case Management? Whether you’re managing client services or tracking donor support requests, our case management functionality helps you provide outstanding service to your constituents.
With this release, you can configure custom case categories to better organize and manage incoming requests. For example, if you’re tracking donor support inquiries, you can create categories such as "Donation Issues," "Donor Account Support," "Event Support," and "Communication Preferences." This level of customization can help you prioritize requests and ensure faster response times, leading to improved donor satisfaction and stronger relationships.
Data Enrichment and Reporting
Accurate data and insightful reporting are the cornerstones of effective fundraising. With our latest updates, CharityEngine continues to enhance both, ensuring your organization has the tools to maintain clean data and gain deeper insights into your donors’ engagement.
USPS Address Enrichment Enhancements
Nonprofits already benefiting from CharityEngine’s powerful data enrichment tools will be familiar with our USPS ZIP+4 address cleaning feature. This tool helps improve the accuracy of mailed outreach and, for advocacy efforts, ensures constituents are matched with the correct elected officials.
With this release, we’ve taken it a step further. Now, users can enrich addresses with USPS ZIP+4 data right at the point of contact creation rather than afterward. This enhancement offers immediate address verification and ensures accurate data from the start.
Event Attribution for Pledges, Sustainers, and Membership Accounts
As a fundraiser, you understand the importance of accurate attribution. Knowing which efforts and channels drive donors, pledges, sustainers, and members is key to success. With CharityEngine’s all-in-one platform, you can access the industry's most robust data tracking tools, giving you a complete view of how donors engage with your organization. Our platform seamlessly connects the dots, delivering unmatched insights into what’s working.
With our latest enhancement, you can now attribute new pledges, sustainers, and membership accounts to specific events. This feature makes it easier to track event-related contributions and enhances the accuracy of your attribution reporting, giving you even more control over your fundraising strategy.
Continuing to Evolve with Your Feedback
At CharityEngine, we believe that the best way to grow and improve our platform is to listen to the people who use it every day—our customers. That’s why so many of our product enhancements, including those highlighted in this release, are directly inspired by client feedback.
As your nonprofit needs evolve, so does CharityEngine. We remain committed to delivering powerful, flexible tools that support your organization’s success. Stay tuned for more updates!
