The CMDI Blog

Crimson Feature of the Month: Mass Append

Posted by on May 11, 2015 in Crimson v2, Feature of the Month, The Blog | 0 comments

Crimson Feature of the Month

Have you ever needed to add a keyword or event details to a large number of records in your database? You should take advantage of one of Crimson’s most popular features – the Mass Append. Through this feature, Crimson users can add or update flags, keywords, notes, tasks, and events in bulk to their People Search result records.

How to Use Mass Append

1. To get started with Mass Append, first open the People Search, which is under the People button on the left-hand menu.

MassAppend_peoplesearch

2. Enter the People Search criteria that you need and click the blue search_button button. Results will display on the screen.

3. Click the blue MassAppend_button button to view the Mass Append Options.

MassAppend_peoplesearch3

4. Once a Mass Append has been completed, a confirmation will appear on the screen.

Note: Please note, if 500+ records are being appended, Crimson will queue the request. You’ll instead receive a notification in your Crimson Inbox (located at the top right corner of Crimson) once the append has been completed.

MassAppend_save

Mass Append Options: Flags

Flags are useful in organizing your People records and categorizing them in easily searchable groups. Crimson automatically creates a few basic flags for you, but you can create flags as you need them at any time.

Mass Append Flags — To mass append flags to your People Search results, start typing the Flag code you’d like to add in the selection box. A drop-down of existing flags will appear. Select the flag(s) you’d like to mass append and click Submit.

MassAppend_flags

Mass Append Options: Keyword

Keywords are useful in organizing People records and categorizing them in easily searchable groups. They are similar to flags, but have a longer character limit.

Mass Append Keywords — Start typing the Keyword code you’d like to add in the selection box. A drop-down of existing keywords will appear. Select the keyword(s) to mass append and click Submit.

MassAppend_keyword

Mass Append Options: Notes

Notes allow you to keep track of additional info for records/donors. Notes can be viewed directly from a donor’s profile.

Mass Append Notes — Begin by assigning a Subject and Date. Then add the Note you’d like to assign to all records and click Submit.

MassAppend_notes

Mass Append Options: Event

Mass Append an Event – Select the existing event Code from the drop-down and the Status each record should be assigned (ie. invited). You can enter additional info such as RSVP date, table #, etc. and then click Submit.

MassAppend_events

Create a New Event — Go to Event under the People menu. Click the add_button button and an event window will appear. You are required to assign an Event Code, Description, and Date. You can keep track of additional info for the event such as the location, time, host, etc.

Mass Append Options: Tasks

Start by assigning the Subject. Then select the Type of task (ie. meeting, call, or to do), the Purpose (ie. initial contact, follow-up, or prospecting), the Priority (ie. low, medium, or high), who the task is Scheduled For, who it was Scheduled By, the Due On date (date it should be completed by), and then the date the task was Assigned On. You can add an optional Note to the task and then click Submit.

MassAppend_tasks

 

Learn WidgetMakr’s New Features

Posted by on Apr 30, 2015 in The Blog, WidgetMakr | 0 comments

Learn WidgetMakr’s New Features

Have you noticed the new features in WidgetMakr? Want to learn how to use them?

Join the WidgetMakr team on May 7 at 3 p.m. EDT for a free webinar on how to use the new features.

WidgetMakr webinar

The webinar will cover:

  • Setting up customized donation amounts with the Giving Matrix
  • Troubleshooting your widgets with the new testing mode
  • How to archive your widgets
  • Using source codes to track your widget & reporting data

RSVP today by clicking on the button below. We’ll email you a confirmation with details on how to join us on May 7.

RSVP

 

FEC Party Committee Webinar on May 13

Posted by on Apr 23, 2015 in The Blog, Webinar | 0 comments

On May 13, the FEC will host a day-long webinar for party committees and will cover best practices, recent developments in the law, and party committee operations. The cost is $80 to participate, and a detailed agenda can be viewed here.

FEC Party Committee Webinar

 

Not sure what a party committee is? Click here to learn more.

New WidgetMakr Features Released This Week

Posted by on Apr 9, 2015 in News & Announcements, The Blog, WidgetMakr | 0 comments

You asked, and we listened.

The next time you log into WidgetMakr, it might look a little different. This week, a new version was deployed that includes several new features requested by the WidgetMakr community.

ipad_spark_142x200Provide Custom Donation Amounts with the Spark Giving Matrix

Never ask for too much or too little again! Through the Spark Giving Matrix®, WidgetMaker’s innovative 1-click donation system, you can customize your forms for each individual donor based on his or her previous giving history.

desktop-archiveArchive Your Old Widgets

With this new WidgetMakr update, you’ll be able to archive older or inactive widgets to streamline and organize your dashboard. Links to archived widgets will automatically forward to the embeddable donation forms currently in use.

desktop_SourceCodes_238x200Use Multiple Source Codes Per Widget

Need to send several fundraising emails or embed your widget on different landing pages? Now you can save time by connecting several source codes to the same widget.

Simply add this parameter, ?sc=YourCode, to the end of the widget’s URL and all donations made through that widget will be tagged with the source code you specified.

Other examples of source codes could be “?sc=Facebook”, ” ?sc=blog” or ” ?sc=homepage”.

desktop_testmode_245x200View Thank You Pages in Test Mode

Preview and test your widgets before they go live with the new test mode feature. To do this, simply add the parameter, ?testmode=yes, to the end of the widget’s URL.

Test mode allows you to test the functionality of the widget before embedding it on a website or waiting for a donor to make a gift.

Other Updates Include:

  • Standardized data imports and exports with a new API
    WidgetMakr’s API has now standardized the fields it pulls in from typical donation forms, which makes it easier for developers to use. A second API is now available to pull in custom data that you might need.
  • Enhanced user experience
    Updates were made to the way data is formatted on our forms and on mobile devices in order to give your donors the best giving experience possible.

Please note that none of these updates will affect your widgets or access to WidgetMakr.com. If you have a question, please contact us at feedback@widgetmakr.com.

Political Technology in 1984

Posted by on Apr 2, 2015 in The Blog | 0 comments

What did cutting-edge political technology look like in the early 1980s? In honor of #ThrowbackThursday, check out this vintage video about the innovative services that CMDI offered for the 1984 election cycle.

Feature of the Month: Download a List of Donors Needing Thank You Notes

Posted by on Mar 26, 2015 in Feature of the Month, Products and Services, The Blog | 0 comments

Crimson Feature of the Month

It’s the end of the quarter. Your campaign or PAC has been busy meeting fundraising goals and completing FEC reports, but have you remembered to thank your donors?

If you want to retain your donors, it’s critical to thank them. Crimson makes the thank you letter process easier with the Thank You List Select tool. Here’s how you can use this feature to streamline this process and ensure that no one is forgotten.

How to Use Crimson’s Thank You Select Feature

1. Under the Money menu, select Thank You to open a Thank You Select search window.
Feature of the Month: How to Download a Thank You List

2. Use the drop-down menu options to select the criteria needed to build your list of donors needing to be thanked.

Feature of the Month: How to Create a List of Donors Needing Thank Yous

3. Once your search criterion has been entered, click the blue  Feature of the Month: How to Create a List of Donors Needing Thank Yous  button.

Note: If you click the red  resetbutton  button at any time, the Search Panel will clear all of your selection criteria and allow you to start a new thank-you list search.

4. The Thank You Select will pull a list of donors based on the criteria that you entered.

5. To view a record, click the green  Feature fo the Month: How to Create a List of Donors Needing to be Thanked  button to the left of the record.

6. To save a list, click the blue  Feature of the Month: How to Create a List of Donors Needing Thank You Notes  button in the bottom left corner.

7. You will also have the option to mark that all of these donors have been sent a thank you note by clicking Yes or No. If you select Yes, then these records will not pull in your future selects.

Feature of the Month: How to Create a list of Donors Needing Thank You Notes

If you haven’t been using this feature to send Thank You’s previously, you may want to do a quick select of previous gifts and just mark them as “thanked” to avoid accidentally selecting them in the future.

8. Next a confirmation message will appear asking:

Feature of the Month: How to Create a List of Donors Needing to be Thanked

Select Yes if you’d like to download an Excel file with the results or No if you want to cancel the export.

9. Open your Excel file and start sending thank you notes.

Please note that this feature only pulls a list of donors who have not received thank you notes. Crimson does not create automatic thank you notes. 

Webinar: FEC Reporting & FECFile on April 1

Posted by on Mar 23, 2015 in FEC, The Blog, Webinar | 0 comments

The first quarter of 2015 ends on March 31 with a filing deadline of April 15. In anticipation of the filing deadline, on April 1, the Federal Election Commission will offering two webinars for candidate committees:

  • 1-2:30 p.m. EDT: Reporting for Candidate Committees
  • 2:45-4:15 p.m. EDT: FECFile & E-Filing for Candidate Committees

FEC Webinar

 

According to the FEC:

​The Commission will offer Reporting and FECFile webinars on April 1, 2015 for campaign committees. The reporting sessions will address common filing problems and provide answers to questions campaign committees may have as they prepare to file their April Quarterly and Monthly reports. The electronic filing sessions will demonstrate the Commission’s FECFile software and address questions FECFile users may have concerning the software.

Each webinar session is $25. If you have additional questions, please visit the FEC website.

 

 

Coming Soon to Crimson

Posted by on Mar 13, 2015 in CrimsonMobile, CrimsonRPM, News & Announcements, Products and Services, The Blog, WidgetMakr | 0 comments

Don’t be surprised if your Crimson platform looks different in the next coming weeks. Major changes are coming to CrimsonRPM, CrimsonMobile, and WidgetMakr that will be rolled out over the next month.

WidgetMakrWidgetMakr Logo Final
You asked, and we listened. By early April, a new version of Widgetmakr will incorporate new features that WidgetMakr users requested including:

• Donor-tailored donation amounts, powered by the Spark Giving Matrix®
Now, your donors can be presented with donation amounts that are customized to them based on their giving history. Never ask for too much or too little again!

• Options to archive your old Widgets
You’ll soon be able to archive older or inactive Widgets to streamline and clean up your WidgetMakr interface. Links to archived Widgets will automatically forward to the embeddable donation forms currently in use.

• Ability to use multiple source codes on one Widget
Need to send several fundraising emails or embed your Widget on different landing pages? In the new release of WidgetMakr, you’ll be able to save time by connecting several source codes to the same Widget.

• View Thank You Pages in test mode feature
Soon, you’ll be able to preview thank you pages before making your Widget live using the new test mode feature.

• A new API that standardizes imported & exported data
WidgetMakr’s API has now standardized the fields it pulls in from typical donation forms, which makes it easier for developers to use. A second API is now available to pull in custom data that you might need.

Enhanced user experience 
We’ve made a bunch of improvements to the way data is formatted on our forms and on mobile devices to give your donors the easiest giving experience possible.

CrimsonRPMCrimsonRPM
CrimsonRPM, Crimson’s companion software for bundlers, will unveil a major overhaul in the coming weeks. Updates include:

  • A new, responsive design
  • Expanded charts for bundlers to see more detailed downlines of donors
  • Donation forms that incorporate bundlers’ tracking codes with the sharable URL
  • LOTS more to come, so stay tuned!

CrimsonMobile
Soon you will be able to accept mobile donations through CrimsonMobile on your Android smartphone or tablet with a card reader.

Using the native app available in the Google Play store, campaigns and organizations will be able to swipe credit cards through an attachable card reader which will be available from CMDI.

Questions? 
Want to learn more about these features? Next week, Crimson Support Staff will hold two webinars for existing Crimson usersFind out more information and RSVP here

Webinar: Walk Through Crimson’s New Features

Posted by on Mar 10, 2015 in Crimson v2, The Blog | 0 comments

You’ve read about the new features in Crimson, now you can learn more about them during our upcoming webinars on March 17 and 19.

Upcoming Crimson Webinars

Crimson Senior Support Staff will host two upcoming Crimson v2 webinars for existing clients. If you would like to join them as they walk through Crimson and point out the latest features, please RSVP.

Crimson Webinar 1
Date: Tuesday 03/17/15
Time: 11:00 AM EDT

Crimson Webinar 2
Date: Thursday 03/19/15
Time: 3:30 PM EDT

Please RSVP to receive your calendar invite and webinar information.

Feature of the Month: Eventbrite App

Posted by on Mar 3, 2015 in CrimsonMarket, Feature of the Month, The Blog | 0 comments

Crimson Feature of the Month

Managing event data can be a struggle for most campaigns since it involves importing and exporting spreadsheets from one system to another. Last week, CMDI announced a new app that syncs Eventbrite to Crimson that makes it easier for campaigns to manage the data needed for compliance as well as the information needed when planning and running events.

Here’s how to use the new Eventbrite app that’s now available in the CrimsonMarket

Connect Eventbrite to Your Crimson Account

1. From the Crimson dashboard, click on My Apps and choose Eventbrite.

2. Click on the orange Connect button.

3. You will be asked to log into your Eventbrite account or set one up.

4. Once you are logged in, Eventbrite will ask your permission form Crimson to access your account. Click on the green Allow button to continue.

How to Connect Eventbrite to Crimson

 

Once your account is linked, your data should automatically sync every hour. However, you still need to decide how each event will be added to Crimson. You have several options:

How to import events from Eventbrite

1. Event Manually Imported

Select the  import event  button, and a pop-up window will appear with several options for adding the event. Click on the orange button. If you have already manually imported data for an event into Crimson, do NOT link the event now. It will create duplicate data. 

The  manual import   button will appear to show that your event will be manually imported.

2. Find and Link Crimson Event

If you have already created a Crimson event to link, then use the Event Lookup tool to search and apply that event using the event’s name.

3. Link to a New Event

If you haven’t already created a corresponding Crimson event, then use the Link to a New Event button to create a new one. A new window will pop up asking you to enter information about the event to set it up in Crimson.