What are the donor types?

Active Donors

Donors who have given money to your cause within the past year.
Donors who give in other ways besides through your website’s donation page will need to be manually entered. For example check or cash donations.

Lapsed Donors

Donors who have given money to your cause within the past two fiscal years.
Any donor information that wasn’t imported into your database, upon the use of  Nonprofix, will need to be manually entered.

Inactive Donors

Donors who haven’t given money to your cause in over the past three fiscal years. Dating back as far as your data indicates a gift was made.
Any donor information that wasn’t imported into your database, upon the use of  Nonprofix, will need to be manually entered.

What do you mean by recurring donors?

Recurring Donors

Recurring donors are donors that subscribe to a monthly amount using your website’s donation page, instead of a one time amount. The recurring donor value that is reflected in the dashboard is for all ACTIVE recurring donors.
Any donor who gives to your cause monthly in other ways besides through your website’s donation page will need to be manually entered to reflect in this database. For example through Pay Pal or a credit card you process manually each month.
Note: some donors may give more than once to your cause per year, but unless it’s a monthly automated donation it will not show up in this category. The full list of recurring donors can be viewed on the View Donors Page.

What do you mean by tribute donors?

Tribute Donors

This refers to donors making a donation through your website’s donation page that have used the, “Is This Donation In Memory or in Honor of Someone” field in the donation form. The donors referred to in the dashboard are donors that have made a ‘tribute’ donation within the last fiscal year. All tributes can be viewed using the View Donors Page.

What are volunteer pages?

Volunteer Pages

Are pages that can be created to post specific volunteer jobs.

Tell me about email and letter templates.

Templates are created upon setup of this database to give you automated, but custom emails with a basic message that can be used until you go back in and made edits. The key to using the templates to create other emails or letters is knowing the variables that are available to you, and how to use categories to use your template within the Nonprofix application. Below are all the variables available for you to use in your communications, and the database value it represents.
  • {{FIRSTNAME}} – is replaced by supporter’s first name.
  • {{FULLNAME}} – is replaced by supporter’s full name.
  • {{STREET}} – is replaced by supporter’s address.
  • {{CITY}} – is replaced by supporter’s city.
  • {{STATE}} – is replaced by supporter’s state.
  • {{ZIP}}- is replaced by supporter’s zip code.
  • {{DONATION}} – is replaced by last donation by this donor.
  • {{DONATION_DATE}} – is replaced by a donation date.
  • {{DONATION_ID}} – is replaced by a donation ID.
  • {{DONATION_TYPE}} – is replaced by a donation type.
  • {{TICKET_PRICE}} – is replaced by an event ticket price.
  • {{DEDUCTION_AMOUNT}} – is replaced by the deductible amount of a ticket’s price for an event.
  • {{TOTAL_COST}} – is replaced by the total amount spent by an event attendee.
  • {{NUM_TICKETS}} – is replaced by the number of tickets purchased by an event attendee.
  • {{EVENT_NAME}} – is replaced by the name of an event hosted by your organization.
  • {{SPONSORSHIP}} – is replaced by the name a sponsorship that was purchased by an event attendee.
  • {{PACKAGES}} – is replaced with any event package or packages purchased by an attendee.
  • {{ORG_NAME}} – is replaced by your organization’s name.
  • {{ORG_ADDRESS}} – is replaced by your organization’s street address
  • {{LOGO}} – is replaced by your organization’s logo.
  • {{TAX_ID}} – is replaced by your organization’s ID number.
  • {{TODAY}} – is replaced by today’s date.
  • {{PIXEL}} – will allow you to see if the email was opened.
  • {{CH_CC_LINK}} OR {{EDIT_CC_LINK}} –  are replaced with a link to the donor edit page.

How do I use an email or letter template?

Your email templates are used to communicate with supports via email or letters. Templates are used for various automated supporter communications as well.

What is the donor retention rate?

Donor Retention Rate

It can cost a lot to generate new donors so to focus on existing supporters is critical of any nonprofit. Loyal donors are also far more likely to refer your cause, volunteer, leave you in their will, and of course – keep giving more hard earned money to your organization.
Our retention rate is based on all data, and who is giving year after year.
A nonprofit needs to know their retention rate at all times to gauge whether donors are getting value. If donors discontinue supporting your cause soon after the first or second donation you need to understand why.
The average nonprofit donor retention rate if around 35%. This mean is 100 donors give within a fiscal year, only 35 of those donors will give again the following year.

What does the FYTD tell me?

Fiscal Year to Date Totals

The fiscal year to date dollar value is the total dollar amount donated to your organization this year. The integer after the dollar value is the number of donations received this year. If you had donations last year, you will see an indicator of how this year compares to last.    

What does MTD tell me?

Month to Date Totals

The month to date value is number of donations made this month.  The integer after the dollar value is the number of new donations this month. If you had donations last year you will see an indicator of how this month’s donations compare to donations for this month last year.

What does the new donor value tell me?

New Donors

The new donor value is the number of new donors to your organization so far this fiscal year. If you had donations last year you will see an indicator of how this year’s donors compare to donors last year.

What does donation frequency or donation average mean?

Donation Frequency

The donation frequency is a calculation of the number of times a donor donates to your organization. A value of 2.5 will tell you that you have several donors that have donated at least two times to your organization. The higher this value the better.   

Donation Average

The donation average is a calculated mean value (or average) of all of the donations in your database. This will include active, lapsed, and inactive donors. 

What does A/B testing mean?

A/B testing is easier than it sounds. Your website has two versions of a donation page, and one or the other is randomly loaded when a donor lands on the page. Using your donation data, you can determine version of the donation page that does better. You then modify the losing version of the webpage, and keep testing.
Creating a successful donation page is viewed by some as a science. Working for a nonprofit might not afford you the time to delve into the science, but using best practices and A/B testing you can fine tune your donation page for the best chance at receiving donations.

What do you mean by "campaign"?

A campaign is one way a nonprofit raises awareness of their nonprofit’s mission. If you want to attract supporters or donations, you will most likely be planning a campaign. If I create an email to send to my current supporters or post something on social media, I want to have tools in place to track the effectiveness of this campaign.

How can I track my campaign activity?

To track the success of any campaigns, I must first create a unique campaign tracking code using the Nonprofix application. I can then copy this code and paste it to the end of any link to my donation page I use in emails or social media. It’s just that simple.

What are tags and why should I care?

Tagging supporters in your Nonprofix database is a clean way to segment your supporters for easy retrieval.

How do I import my donors?

To import donors into the Nonprofix CRM, you will need to do the following:
  1. Export your donors from your other CRM.
  2. Format your file using the Example Import file below.
  3. Navigate to the Admin Settings page (see figure 1 below).
  4. Upload your import file at the bottom of the page.
  5. Click on the Import Donors button.



Figure 1

Download Example Import File