Virtuous products are designed to be easy to use, yet powerful. In order to get the most out of your Virtuous products, it may require maintenance and optimization over time as your data and donor experiences change.
Virtuous offers a suite of specialized services provided by our in-house team of experts to help!
Overview of Services
Data Services
Data health is at the core of every Responsive Nonprofit organization. These services are designed to promote data hygiene and help you maintain data integrity. These best practices translate into data driven decisions that influence donor Segmentation, precise Filters and Queries, dynamic marketing campaigns, and accurate reporting.
| Service | Pricing |
|---|---|
| Address Deduplication & Standardization | starting at $1,400 |
| Contact & Individual Deduplication | starting at $6,000 |
| Contact Method Standardization & Deduplication | starting at $2,000 |
| Gap Data Migration | starting at $3,000 |
| Pledge & Recurring Gift Cleanup | starting at $4,800 |
| Project & Campaign Restructure | starting at $4,200 |
| Data Append or NCOA | See below for more information |
| Custom Data Services | Contact your Customer Success Manager |
Data Append and NCOA services
| Service | Description | Pricing |
|---|---|---|
| NCOA updates | This service looks to match the name and address data you have for your Contacts to the US Postal Service (USPS) National Change of Address (NCOA) file, identifying new addresses for anyone who has moved and completed a permanent change of address form with the USPS within the last 4 years.(Check out this support article to learn more and get started.) | starting at $295 |
| Canadian Address Standardization |
Standardize and validate Canadian addresses |
starting at $290 |
| US Address Standardization | Standardize and validate US mailing address information | starting at $260 |
| Age Append - DOB | Append month and year of birth | starting at $320 |
| Age Append - Estimated Range | Estimated Age range of 10 years | starting at $320 |
| Age Append - Exact Range | Exact Age range of 2 years | starting at $320 |
| Apartment Append | Enhance your mailing list by appending missing apartment numbers, which will improve the accuracy of your list and reduce delivery delays | starting at $225 |
| Canada NCOA | Standardize and validate Canadian addresses, and provide forwarding addresses where available | starting at $380 |
| Cell Phone Append | Append/verify cell phone numbers from name & address information | starting at $380 |
| Deceased Append | Identify those who are deceased and remove them from your list | starting at $275 |
| Disconnected Phones Append | Identify disconnected phones | starting at $300 |
| DSF2 |
Helps you reduce your amount of undelivered mail. This service only requires a mailing address. However, if your list contains name information we always recommend ordering NCOALink with DSF2.
|
starting at $275 |
| Email Append | Find email addresses from name & address information. Specify Individual or Household level match. | starting at $500 |
| Name Parsing | Split names into their different parts (first, last, etc.) | starting at $260 |
| PCOA | Deeper COA update (i.e., address changes not recorded by USPS) | starting at $290 |
| PCOA+ | Leverages up to 35 years of address history to update and verify aged data, including change of address, name changes, resident verification, and deceased information | starting at $320 |
| Reverse Email Append | Use email information to identify name and address | starting at $380 |
| Reverse Phone Append | Use phone number information (including land line and cell phone numbers) to identify name and address information | starting at $320 |
| Suppression - DMA Do Not Mail | Direct Marketing Association allows individuals to register and be removed from unsolicited mail campaigns | starting at $260 |
| Suppression - Duplicates | Find duplicate records in your file | starting at $290 |
| Suppression - Nursing Home Addresses | Identify those in a nursing home | starting at $260 |
| Suppression - Prison Addresses | Identify and remove addresses from your mailing lists that are known prisons and jails | starting at $260 |
Reach out to your Customer Success Manager for pricing details and other information.
Reporting Services
Reports are necessary for gaining valuable insights, listening to donors, and determining key audiences for effective outreach. Our Virtuous experts can help build or optimize the reports you need.
| Service | Pricing |
|---|---|
| Virtuous CRM+ Reporting | starting at $1,200 |
| Virtuous Analytics | starting at $2,000 |
Giving Services
With Virtuous Giving or Virtuous Raise, you'll have robust tools at your fingertips to create advanced, personalized donor experiences. The Virtuous team can help with configuration, form or page creation, and optimal reconciliation.
| Service | Standard |
|---|---|
| Virtuous Giving Forms | starting at $800 |
| Virtuous Raise Pages | starting at $1,400 |
| Custom Giving Services | Contact your Customer Success Manager |
Training Services
If you would like to arrange live training with a Virtuous expert for your organization, conducted virtually or in person, we offer a wide range of paid training courses.
All courses are delivered virtually via Zoom unless otherwise specified.
| Course Title | Duration | Description | Cost (per session) |
|---|---|---|---|
| Virtuous CRM+ Foundations | 1 hour | This session includes an interactive review of the overall structure in Virtuous CRM+, including Contacts, Individual, Campaigns, and Projects. Clients will be presented with real-world scenarios and need to determine how they would be structured in Virtuous CRM+. | $200 |
| Virtuous CRM+ Gift Processing & Receipting | 2 hours |
Split into two separate sessions: 1. Training for gift entry staff on all aspects of gift entry, including management of pledges and recurring gifts. 2. Training for gift entry staff on all aspects of receipting, including one-time receipts and annual statements. |
$400 |
| Virtuous CRM+ Campaigns Workshop | 1 hour | An interactive session where a trainer will lead clients in a mapping exercise to help them understand how their processes and structure fit into the Campaign structure. Clients will get the session recording and a copy of the visual Campaign map created during the session. | $200 |
| Virtuous CRM+ Admin Tools | 1 hour | Instruction for new administrators on managing users and permissions and configuring/customizing aspects of Virtuous CRM+ for data management. | $200 |
| Virtuous CRM+ Automation | 2 hours |
Split into two separate sessions. 1. The first half hour provides an opportunity to review the structure of automation workflows and cover how to plan them. 2. The second session will be a working session focused on reviewing and beginning to build an actual custom workflow. |
$400 |
| Virtuous CRM+ Projects Workshop | 1 hour | An interactive session where a trainer will lead clients in a mapping exercise to help them understand how their programming and accounting structure will align with Virtuous CRM+ Projects. Clients will get a copy of the visual Project map created during the session. | $200 |
| Virtuous Giving and Forms | 1 hour | Assistance with setup and configuration of Virtuous Giving, including a walkthrough of the form builder, creating and embedding forms, and options for tracking Segments and Projects in forms. | $200 |
| Virtuous CRM+ Marketing | 3 hours | Split in to three separate sessions. This course combines the Virtuous CRM+ Automation training as well as a review of Virtuous CRM+ email features, including email lists. | $600 |
| Virtuous CRM+ Events | 1 hour | A review of the event management tools in Virtuous CRM+ and assistance with creating and embedding Virtuous CRM+ event forms and/or configuring Eventbrite integration. | $200 |
| Virtuous CRM+ Grant Management | 1 hour | A complete overview of the grant management tools in Virtuous CRM+, including linking Gifts with Grants and tips for reporting on grant funding. | $200 |
| Virtuous CRM+ Major Gift Management | 1 hour | An overview of key tools used for moves management and major gifts fundraising in Virtuous CRM+, including the Gift Ask Pipeline for managing solicitation and tracking team goals. | $200 |
| Virtuous CRM+ Queries and Reports | 1 hour | Instruction for users on working with the query tool, including assistance with specific queries, and building custom reports. (Note: this session does not include instruction on using Metabase.) | $200 |
| Virtuous Analytics: Basics | 1 hour | An overview for users with limited to no background in BI tools. This session includes an introduction to data structure, elements, Virtuous Analytics Best Practice Reports, and general navigation. | $200 |
| Virtuous Analytics: Advanced | 1 hour | An overview for users with an understanding of other BI tools (or have taken Virtuous Analytics: Basics). This session provides a high-level overview on steps to consider when building a Virtuous Analytics Report as well as a review of advanced concepts like Arrays, Objects, and Calculations. | $200 |
| Virtuous Analytics: Explorer Experience | 1 hour | An overview for users who will interact with (but not build) Virtuous Analytics reports. This session includes a review of key elements, options for customizing views, filtering, and general navigation. | $200 |
| Virtuous Q&A | 1 hour | An opportunity for live Q&A and review of key concepts with a trainer. | $200 |
| Virtuous Volunteer Foundations | 1 hour | This session includes an interactive review of the overall structure in Virtuous Volunteer, including Users, Groups, Opportunities, Roles, and Initiatives. Clients will be presented with real-world scenarios and need to determine how they would be structured in Virtuous Volunteer. | $200 |
| Virtuous Volunteer Opportunities & Initiatives | 1 hour | An interactive session where a trainer will lead clients in a mapping exercise to help them understand how their volunteer program processes and structure fit into the Opportunities and Initiatives structures. Clients will get a copy of the visual Opportunities and Initiatives map created during the session. | $200 |
| Virtuous Volunteer Admin Tools | 1 hour | Instruction for new administrators on tools for managing users, volunteer check-in, hub setting and branding, and reporting. | $200 |
| Virtuous Volunteer Promotion Tools | 1 hour | An interactive session where a trainer will lead clients in a planning exercise to help them understand Virtuous Volunteer tools used to acquire new volunteers and manage the process of vetting, training, and approving them. | $200 |
| Virtuous Volunteer Q&A | 1 hour | An opportunity for live Q&A and review of key concepts with a trainer. | $200 |
| Live Onsite Training | TBD | An opportunity for a full day (or more) of customized instruction, with a training agenda tailored to the specific needs of your team | $2,250/day, plus travel expenses |
If you don't see exactly what you need, contact your Customer Success Manager to discuss customized training options.
Other Custom Services
If you're interested in a service that's not listed here, reach out to your Customer Success Manager to discuss the possibility of custom services. We’re happy to put together a custom tailored services package based on your needs and goals.
Ready to get started? Contact your Customer Success Manager for more information!