Options for implementation consultancy

Implementation consultancy can include advice and support on any of the following:

  • System configuration and settings – tailoring these for your needs
  • Data mapping and migration – contacts, previous donations, other history etc
  • Advice on segmentation of supporters
  • Setting up and managing communication preferences
  • Setting up relevant Campaigns
  • Communication methods and integration with Mailchimp
  • On-line giving – one off and regular, via Stripe and GoCardless
  • Managing income from other on-line payment platforms e.g. JustGiving and VMG
  • Systems and processes for managing regular donors
  • Setting up processes for managing events, Eventbrite integration
  • Processes such as member or volunteer recruitment and management
  • Creating relevant queries and reports, setting up autotags
  • Training – both for ad-hoc and super users (see also…link to ‘Training’ page)
  • Handholding as you get familiar with the system