Automation
Enable SalesSignals
Enable SalesSignals SalesSignals are the notifications that you receive in your Nonprofit Vertical CRM account about your customers' interactions with you across various channels of communication. The multiple communication channels for which ...
DonorSignals - An Overview
Gone are the days when donors, volunteers, and other constituents communicated with your nonprofit brand through relationship managers only. Now constituents have multiple channels by which they communicate with your organization. From visiting your ...
How can I activate or deactivate my web form?
You can activate or deactivate the webform by following the steps given below: Click Setup > Developer Space > Webforms In the Webforms page, move the mouse pointer over the desired form and click the Status icon. If the form is already active, you ...
How to add fields to an existing webform?
In the form builder, you can drag-and-drop the fields you need and change the font style and size, background color, alignment of the fields, etc. To add fields in an existing web form Click Setup > Extensions & APIs > Webforms. In the Webforms page, ...
Why are the leads captured through the web forms not visible under the Leads tab?
Leads captured through your web forms may not be visible under the Leads tab due to any one of these reasons: Use of HTTP - If you are using HTTP in your web form HTML codes, you need to change it to HTTPS. Default hidden fields - When the HTML code ...
How can I link a lead to specific campaigns?
Link a lead to specific campaigns through these steps: 1. Select a lead record. 2. Click on +Add Campaigns under the Related List. 3. Select the check box (es) of the campaigns that you want to associate to the lead. 4. Click Add to Lead. ...
Autoresponder Scenario
Here is a popular scenario, just one of the many ways in which you can use autoresponders. The Challenge A lead has shown interest in one of your organization's programs and has subscribed for a 30-day free trial membership. Your challenge here is to ...
Managing Autoresponders
Autoresponders are the solution to send automated replies and follow-up emails to the prospects and customers. Once you receive a response from the lead or contact, you have to manually exclude the contacts from the mailing list. See ...
Using Macros
Macros are a set of actions that can be executed for a group of records in a module. These sets of actions include sending emails, creating tasks, and updating a field in the records with a specified value. You may have a set of actions that you ...
Creating Formula Fields
Formula fields are used to calculate different types of values, including numeric values, text values, date values, etc. Formula fields and their resulting return value have certain data types associated with them and there are specific operators ...
Configuring Workflow Rules
Workflow Rules in Nonprofit Vertical CRM, are a set of actions (email notifications, tasks and field updates) that are executed when certain specified conditions are met. These rules automate the process of sending email notifications, assigning ...
Workflow Tasks
Workflow Tasks are among the actions associated to a workflow rule. A task is an activity that is assigned to a user. When you associate a workflow task to a workflow rule, it is automatically assigned to the user when the rule is triggered for the ...
How can I send mass emails to many contacts?
In Nonprofit Vertical CRM, the number of mass emails that you can send will vary based on your Edition. Standard Edition – 250 per day. Professional Edition – 500 per day. Enterprise Edition – 1000 per day. To send mass emails, refer this link. Note: ...
Nonprofit Vertical CRM Web Forms for Google Sites
Web forms simplify the process of capturing visitors' or users' information from the website into your CRM system. They are designed to automate importing of data from a website into Nonprofit Vertical CRM and to enable non-technical users to design ...
Auto Response Rule for Web Forms
How Can I... Create Auto Response Rule Create Auto Response Rule Entry The Auto Response rule feature enables you to send automated emails when leads,contacts, cases or records for the custom modules are generated through web forms. When a lead is ...
Setting up Web Forms
How Can I...up Generate Web Forms Step 1: Build a Form Step 2: Specify Form Details Step 3: Use Web Form Code to Embed Creating a web form involves three steps Building the form - Drag and drop fields to build a form and format it easily with the ...