The CMDI Blog

Crimson Feature of the Month: Export by Channel

Posted by on Feb 2, 2016 in Feature of the Month, The Blog | 0 comments

Crimson Feature of the Month

 

When you export voter or donor records in Crimson, you can now download a file containing only the contact records that have the information you want.

Export by Channel, a new feature recently rolled out in Crimson, helps you prioritize the information that is downloaded after completing a People Search. By using Export by Channel, you can download contact records only containing:

  • Emails – Records with a valid form of email address
  • SMS – Records with mobile phone numbers
  • Phone – Records with home phone numbers
  • Direct Mail – Records with a complete mailing address

Here’s how to use the Export by Channel Feature:
1. Go to People Search and enter the search criteria that you need.

2. When the search results are displayed, you’ll see a more options button next to the blue Export button.

Crimson Feature of the Month: Export by Channel | CMDI.com
3. The window for advanced export options will appear.
Crimson Feature of the Month: Export by Channel | CMDI.com
4. Under this window, you can prioritize how each list will be exported: email, SMS, phone numbers, and direct mail. To change the order, hold and click on the Crimson Feature of the Month: Export by Channel | CMDI.com button. Then drag the channel left or right before letting it go. After each change in priority, all channels will automatically update the final counts of records to be exported. The Remaining section is for records that were not selected by any channel.

Crimson Feature of the Month: Export by Channel | CMDI.com
5. You also have the option to suppress specific Flags from being exported or completely exclude a particular channel.

• Suppression of flags: Click here to read the Crimson guide on how to suppress a flag, such as files marked with “DNM – Do Not Mail” from the export.

• Exclude Channels: If you want to remove a channel from your export, click on one of the blue buttons in the top right-hand corner.

Crimson Feature of the Month: Export by Channel | CMDI.com

6. Once you are done organizing your lists, you can click Export for each one. Please note, unique people records will not pull on more than one list.  So in the example above, if a record has an email address, it will pull on that list and not the subsequent lists for each channel following it.

7. You can also click Export Master List, to pull a full list of results from your People Search query.

New Crimson Feature: Export by Channel

Posted by on Jan 28, 2016 in Featured, Press, Product News, The Blog | 0 comments

Crimson_newfeature_1024x512

 

Do you need a list of donors with phone numbers in your database, or do you want to see how many supporters have opted into getting text messages?

A new feature in Crimson allows you to “export by channel,” and download contact records only containing email, SMS, phone numbers, or direct mail information.

Crimson | Export by Channel

 

With the Export by Channel feature, you can order the priority of exported records containing specific information:

  • Email – Records with a valid form of an email address.
  • SMS – Records with a mobile phone number
  • Phone – Records with home phone number
  • Direct Mail – Records with a complete mailing address

Through this drag-and-drop option, you can also suppress records marked with specific flags from being exported. For example, you can suppress files marked as “Do Not Mail” from being exported from the Direct Mail channel.

If you would like to learn more about how to use this new feature, click here to see the Export by Channel guide in the Crimson Helpdesk.

Reminder: Crimson v1 Retires on Feb. 1

Posted by on Jan 19, 2016 in News & Announcements, Product News, The Blog | 0 comments

Have you transitioned to the current version of Crimson yet?

In just a few weeks, on February 1, Crimson v1 will retire and no longer be available.

CrimsonRetirement

Visit www.CMDI.com to log into Crimson and begin this process.

If you have questions or need help, the Crimson Support Team is available to assist with this change. We can be reached at CrimsonSupport@cmdi.com or 1-800-878-6837.

You can also schedule a training session on the current version of Crimson or visit the Crimson Helpdesk at http://support.cmdi.com for all of our guides and tutorials.

Join the CrimsonFiler Webinar on Jan. 20

Posted by on Jan 12, 2016 in CrimsonFiler, FEC, The Blog, Webinars | 0 comments

With Year End FEC reports coming up, now is a great time to have a refresher training for new and existing staff. CMDI will be hosting a webinar on Wednesday, January 20, 2016 at 2 p.m. EST.

The webinar will go over how to use CrimsonFiler for compliance staff and give you the chance to ask questions before filing your year end reports.

Please RSVP to receive your calendar invite and webinar information.

CrimsonFiler_webinar_500x419_1-20-16

 

 

Don’t forget the monthly Crimson webinar scheduled for Wednesday, January 13. There’s still time to RSVP! 

FEC Reporting Deadlines for 2016

Posted by on Jan 8, 2016 in FEC, Resources & Infographics, The Blog | 0 comments

2016_FEC_Deadlines_Twitter_1024x512

 

With the start of the new year, the Federal Elections Commission posted the dates for filing deadlines in 2016.

CMDI made it easier for you to keep up with the deadlines for quarterly and monthly filers with this helpful download. The 1-page cheat sheet has dates for end of each filing period and its corresponding deadline.

2016_FEC_Deadlines_CMDI

Start the Year with a Crimson Webinar

Posted by on Jan 7, 2016 in Crimson v2, The Blog, Webinars | 0 comments

RSVP to join our latest monthly Crimson Webinars, hosted by our Senior Support Staff next Wednesday, January 13! Choose to attend one or both of the following sessions:

  • Webinar #1 (11 a.m. EST) – A general overview of Crimson and its most used features.
  • Webinar #2 (2 p.m. EST) –  A second general overview of Crimson and its most used features.

Please RSVP to receive your calendar invite and webinar information.

Crimson_webinar_1-13-16_940x788

Feature of the Month: Import a vCard

Posted by on Dec 16, 2015 in Crimson v2, Feature of the Month, The Blog | 0 comments

Crimson Feature of the Month

 

Next time you need to import contacts in Crimson, save time by directly importing their vCard information.

A vCard or .vcf file is an electronic business card that is frequently attached to email messages. Through the Import menu in Crimson, you can upload .vcf files into Crimson under the Add a Record option.

1. Save the vCard you wish to upload to your computer.

2. Click on Add a New Record under the Import/Data Entry menu on the left-hand side of your Crimson dashboard.

3. Click on the blue  ImportvCard button, which is located in the upper right-hand corner.

import_vCard_1

4. Select the correct .vcf file from your computer to import when prompted and click Open. The information contained in the vCard file should automatically fill into the corresponding field in Crimson.

5. Select the blue save_button button to create a new record and save the information to your Crimson database.

Candidates & Committees (Infographic)

Posted by on Dec 16, 2015 in Resources & Infographics, The Blog | 0 comments

Not only is it hard to keep up with which Super PACs are connected to each presidential campaign, but it can be a challenge to remember the differences between a Super PAC, leadership PAC, 527 and 501(c)4 organization.

A new infographic from CMDI identifies each of the organizations affiliated with each candidate and explains the differences between each of the organization types.

Crimson Webinars in November

Posted by on Nov 5, 2015 in The Blog, Webinars | 0 comments

This month, the Crimson Support Team will host two webinars on Wednesday, November 11. Please RSVP to receive your calendar invite and webinar information.

• 11:30 a.m. EDT: Join a general overview of Crimson and its most used features.

• 2 p.m. EDT: Take a detailed look into the Treasury features of Crimson.

November 2015 Crimson Webinars | CMDI.com

If you would like to join one or both of these webinars, RSVP here. The Senior Support Staff will follow up with information on how to joint the call.

Crimson Feature of the Month: People Search

Posted by on Nov 4, 2015 in Crimson v2, The Blog | 0 comments

Crimson Feature of the Month

The People Search feature in Crimson is a powerful way to quickly search and manage the contacts in your campaign’s database. Through this flexible search option, you can look up donors by identification numbers, fundraiser track number, employer, occupation, address, event or source code, club, giving aggregates, and many more options.

How to Maximize the People Search

There are two ways that you can use the People Search function in Crimson – the Quick Search tool or the Filtered Search. Both methods are found by clicking on Search under the People menu on the left-hand menu.

Quick Search

To use the Quick Search, simple type in the name or ID of the person you want to find in the blue search bar at the top of the page and click on the Crimson Feature of the Month -- People Search |CMDI.com button. The Quick Search is good to use for looking up PID, first and/or last names or organization names.

Crimson Feature of the Month -- People Search |CMDI.com

Results for that name or ID will then be displayed.

Crimson Feature of the Month -- People Search |CMDI.com

Detailed Filtered Search

The Detailed Filtered Search is the best way to find either a particular record or a group of records. It is helpful in producing call lists, mailing lists, email lists, and much more. Below are helpful tips regarding the Filtered Search options.

1. You can enter search criteria based on any combination of options.

• Search with partial information. For example, search for part of a first and last name by using the Starts with option from each field’s drop down menu.

Crimson Feature of the Month -- People Search |CMDI.com

• By changing Starts with to Contains you can search for a string of characters anywhere in the field. For example, if you were looking for a PAC record with “Health” in the name somewhere, the Contains search option would allow a search anywhere in the Last Name.

• Enter criteria in the Suppression section to exclude records from a search. For example, enter Flag  “In List Of” “DNM, DNC” (common for Do Not Mail or Do Not Call) to exclude records with those flags from the results.

Crimson Feature of the Month -- People Search |CMDI.com

• Checking the OR box suppresses records if criteria entered in any of the fields applies. If this box is not checked, records will only be suppressed if the criteria in all of the fields apply.

• Search for records based on dollar amounts in the Giving Summary and Gift sections. This includes options to search for amounts that are equal to, greater than or equal to, less than or equal to, not equal to, or between ranges.

2. Once selection criteria have been entered, click the blue Crimson Feature of the Month -- People Search |CMDI.com button in the bottom right corner of the page.

3. A count of records returned will appear in the bottom left of the screen Crimson Feature of the Month -- People Search | CMDI.com.

4.  The following are the options available for the results:

  • Export – This option allows you to export the results to Excel.
  • Mass Append – This opens a new window with options available to mass append Flags, Keywords, Notes, Tasks, or Events to your results.
  • Print – This creates Full Profile Call Sheets for each result.
  • Print Summary – This creates a summary report of all results.

5. You can also follow these tips to help with your People Search results:

• Clicking on the column header, like “Last”, to sort results on that column.

Crimson Feature of the Month -- People Search | CMDI.com

• Any record in the list can be opened by double clicking on it or clicking the green Crimson Feature of the Month -- People Search | CMDI.com button.

• At any time clicking the red  Crimson Feature of the Month -- People Search | CMDI.com button at the bottom right corner of the screen will clear all of your selection criteria and allow you to start a new Search.

• Reset buttons Crimson Feature of the Month -- People Search | CMDI.com within each section will clear only the selection criteria for that section.

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