Virtuous is so much more than just a CRM. It's a donor engagement tool that can exponentially increase the quality of relationships with your donors. In the world of Moves Management, there are many important details to keep track of to ensure your stewarding your donors appropriately. This article will outline the various features in Virtuous you can utilize to have a fine-tuned Moves Management process.
Organization Groups
In Virtuous, the feature of Organization Groups can be used to define which Contacts a user is responsible for and even restrict access across different Organization Groups. The idea of Organization Groups is intentionally flexible to allow for different types of responsibilities and restrictions to be defined. A few examples include Major Gift Officer portfolios, Regional Fundraising Teams, or Board Member - Donor Relationships.
To learn more about creating an Organization Group, check out this Support Article.
Gift Ask Pipeline
After defining what Contact relationships you are responsible for via Organization Groups, you can then start using the Gift Ask Pipeline. Here, you can track specific Gift Asks through stages of your cultivation process. One of the most important details about working with the Gift Ask Pipeline is the ability to customize the different statuses. The flexibility there is what will take your use of the Gift Ask Pipeline from standard to customized to your fundraising strategy.
To learn more about the Gift Ask Pipeline, check out this Support Article.
To learn more about customizing statuses in the Gift Ask Pipeline, check out this Support Article.
My Portfolio
Now, with both Organization Groups and the Gift Ask Pipeline in motion, the "My Portfolio" feature is packed with high quality and actionable information! Leaning on My Portfolio can give you a one stop shop for all the moving parts of your fundraising strategy.
To learn more about working with the "My Portfolio" feature, check out this Support Article.
Notes and Tasks
Both Notes and Tasks are integral to keeping up on different actions that need to be documented or followed up on. In general, Notes keep track of interactions and details from the past and Tasks keep track of future interactions.
It's important to properly and regularly log Notes and Tasks as these pieces of data are often referenced in the Moves Management process. If you wanted to reach out to all your assigned Contacts that have not had a Note logged in the last 90 days, your Notes must be accurately and regularly logged to have confidence in the results.
The collection of articles below provide further guidance on working with Notes, Tasks, and Automated Tasks.
How Do I Create a Contact Note?
How Do I Create an Automated Task?
Automation Workflow
Finally, adding an Automation Workflow into the mix can be the silent engine behind your Moves Management process. With Steps in Automations being used to define what Contacts qualify for which set of Actions, this is a great way to define the different stages in your Moves Management strategy.
A few of the key Workflow Actions that will make an impact on your Moves Management process are highlighted below.
Organization Group - Add or Remove a Contact record from your Organization Group
To learn more about using the Organization Group Workflow Action, check out this Support Article.
Note - Easily add a Contact Note to a record to reflect different milestones in the Moves Management process.
To learn more about using the Notes Workflow Action, check out this Support Article.
Task - Set up follow-up Tasks to make sure future responsibilities are kept track of.
To learn more about using the Task Workflow Action, check out this Support Article.
This is not intended to be an exhaustive example as there are many more Automation Workflow Actions available to build a comprehensive and impactful workflow.
Comments
0 comments
Article is closed for comments.