Web Membership Module

Comprehensive eMarketing Tools

Seamless and Secure Electronic Payments

Fundraising Web Pages

Browser-Based Volunteer Pledge Entry

Seamless Data Transfer

Real Time Tallies and Countdowns

Web-Based Campaign Reports

 

Comprehensive eMarketing Tools

A robust email management system with an HTML editor integrates with the Fundraising System segmentation, merge capabilities and subscription groups for personalized targeted e-solicitations and e-newsletters. The same targeted, proven-practice techniques so successful in direct mail and telemarketing can be applied to the web without the need for programmers or even web master involvement.

• Create polished HTML emails on the built-in editor.
  
• Use templates for quick and easy branded e-newsletters and other e-communications.
  
• Insert hyperlinks, merge fields and an unsubscribe link anywhere in the email.
  
• Create specialized web pages and send out links to them in an email batch.
  
• Make it quick and easy for recipients to respond with a gift with pre-filled contact fields.
• Improve data integrity by allowing recipients to correct and amend their contact info online.
  
• Save time and money by using the segmentation and merge capabilities of the Fundraising System for targeted, personalized email solicitations and renewals.
  
• Offer email subscriptions to your donors and prospects for newsletters and special interest content.
  
• Improve accuracy and save time with easy 3-level email address validation.
  
• Optimize delivery and eliminate redundant work by fixing email addresses in a batch before it's sent. Seamless integration means the update transfers to the database automatically.
  
• Provide a text version of HTML emails automatically for recipients that can't view HTML emails.
  
• Handle replies immediately.
  • Forward to staff with an appended message for immediate action
  • add them directly to the database in a coded activity record for future analysis and segmentation
  • insert a tickler date for customer service
    
• Find out who is opening your emails and which links they click with on-screen or downloaded reports complete with bar graphs.
  
• Resend bounced emails with one click.
  
• Avoid mail server black listing. The Allegiance system automatically stops sending emails after a combined bounce total of 5.
  
• Keep your email list up to date using the bounce report with phone numbers.
• Correct emails onscreen as you call or print the list for volunteers to call.

Seamless and Secure Electronic Payments

The PCI security standard, upheld by Visa, MasterCard, American Express and Discover, is a mandatory global standard to ensure the protection of cardholder data. It requires merchants and processors to make their physical and virtual environments secure.

Allegiance is fully integrated with Sage Payment Solutions™, a one-stop solution for all the services you need to securely accept electronic payments. Safe and simple, Allegiance and the Sage Vault™ service eliminates the need to store credit card data and eases the burden of PCI Compliance.The Sage Vault is a series of web services designed to securely store credit card and ACH data in compliance with PCI standards.

Sage Payment Solutions provides Payment Card Industry (PCI) compliant credit card processing solutions to over 100,000 retail, mail order/telephone order and e-commerce businesses throughout North America. Sage products enable businesses to process customer payments including credit cards, debit cards, check and electronic payments at the highest level of security. Now, the Sage Vault service has been integrated into Allegiance and has been designed specifically for Allegiance users to secure sensitive credit card data.

The Sage Vault secures the processing of transactions behind their gateway firewall and stores and maintains encrypted data. The vault assists nonprofit organizations in being PCI compliant by providing a non-resident encrypted storage solution. This service is appropriate for any application where tight security is required and users benefit by processing transactions from within Allegiance.

For details and a free cost-savings analysis, contact Brian Cohn at Sage Payment Solutions, 703-663-3055.

Fundraising Web Pages

The Web Membership Module makes it quick and easy for anyone to create specialized web pages and track navigation and page performance without a programmer!

• Allegiance embeds your graphics along with HTML and web page coding to match the graphics of your web site.
• You control the style, size and color of text on each page simply by setting options and parameters using check boxes and pull-down menus.
• Create a variety of web page types designed for your special needs:
  • renewals
  • additional gifts
  • lapsed/expired donors
  • new members
  • drives
  • volunteer pledge/data entry
  • telemarketing vendors
  • surveys
    
• Tables help you create, organize, copy and edit giving ladders and survey questions along with their format and valid/coded answers for use on web pages.
• Reports let you monitor navigation to each web page allowing you to analyze which links are the most effective.
• You'll be able to analyze which pages generate the most new donors and which pages generate the highest average gift.

Browser-Based Volunteer Pledge Entry

• No more paper pledges and delayed data entry.
• Increase fulfillment with immediate pledge billing.
• Increase fulfillment and save time by getting credit card verification while the donor is still on the phone .
• Display script for your volunteers right on the pledge form.
• Shorten pledge calls and reduce errors and duplicates with onscreen search and select options.

Seamless Data Transfer

• Seamless integration means there is no need to import a file from an external system or explain to an outside source what is accepted as valid data.
  
• All transactions and data entered via the web or by volunteers using the browser-based entry are stored in a verification file until they are reviewed and approved by your staff prior to acceptance into the Allegiance database.
  
• Data never leaves the in-house server.
  
• Prospect names and addresses are collected via surveys and contests and are stored in the database along with any other information provided by the prospect.
• You'll be able to track which surveys and solicitations were sent to each person and which they responded to.
• Create and analyze anonymous survey data.
• Collect prospect names and email addresses using multiple-choice quiz questions, prize drawings and sweepstakes.
• Enhance customer service and save time with fully integrated premium inventory management which automatically updates all web pledge pages and allows donors to view premiums and to choose any premium available.
  
• Match your credit card batches with the actual settlement date.
  
• Automatically match credit card payments to pledges.
  
• Audit trails are created for every transaction and deposits can be balanced with Allegiance.
  
• Maintain control over installment payments. Installment credit card pledges are taken over by the Allegiance system after the 1st installment on the Web.

Real Time Tallies and Countdowns

Seamless integration with the database means real time tally and countdown displays for on-air drives.

• Real time reporting totals any and all pledges in the system, including pledges in the verification stage.
• The Donation Tracker allows you to set goals with any criteria such as “60 pledges of $30 or more in the next 15 minutes”.
• Instantaneous on-screen reports for challenge-matching countdowns.
  
• Add excitement to the studio and motivate your viewers or listeners by setting a bell to ring each time a pledge is made on your web page.
  
• Goals can be changed as often as you like for special challenges and short term goals.
  
• Reports can be defined by combining any group of source codes or dates.

Web-Based Campaign Reports

• You'll have web access to live progress reports for multiple campaigns.
• Web-based password-protected Campaign Pages total pledges from web, mail, on-air and other sources to show progress in real time for each campaign.
• The Campaign Page can be set to display the number of pledges, average pledge, amount pledged, amount paid or fulfillment percentage for each method of solicitation used in the campaign.
• See at a glance, the amount and percent coming in via your web site
• Subtotals for new, renewal, add gift and expired are displayed for each method of solicitation.
• You'll be able to drill down all the way to the individual donor level for each method of solicitation by:
  • area
  • program break
  • donor type
  • payment mode
  • pledge amount
  • pledge date
  • program
  • prospect source
  • state
  • city
  • zip code
  • fund code