Take greater control of fundraising prospects with the newly released development profile. You will see enhancements in the coming months as we add other features to based on your input, but we’re pleased to share this initial launch with partners now.
Nonprofit OvationTix partners can access this feature by clicking on the “Donor Profile” button at the top of the traditional patron profile page. This will bring you to a dashboard and patron timeline reflecting the most recent transactions and interactions with this patron–along with handy icons representing the types of engagements for quick reference.
This enhancement highlights the existing robust CRM features in OvationTix: take action based on the information provided in the timeline by creating and assigning a task directly on this portion of the donor profile. Tasks might include something as simple as calling or emailing the patron with a personalized thank you, exchanging a ticket, or making a donation ask. Once you or a colleague completes this task it now becomes an interaction, which is reflected on the patron’s timeline. You can also create a record of an interaction directly (without creating a task) should you wish to note a specific action or conversation in the timeline.
Based on the information in the timeline, fundraisers may toggle a donor’s readiness for an ask using the buttons on the left side of the page. This feature will soon appear in reports, enabling organizations to pull lists of individuals or households that are “ready” to be approached with a donation request.
This is a new OvationTix feature, so please give your feedback using the prompts within the application. We’ll be using this feedback to guide further development of the donor timeline and overall dashboard.