Exporting Signups
Once your signups have been captured and approved (vetted), IdealFundraising gives you various secure options to send (export) those signups to other secure locations. For example, you may want to send all your signups to your preferred ELM (External Lottery Manager) such that they can collect the direct debits and run the lottery for you. If you are an agency, you ,may want to export your signups each week to your list of charity clients. The options are all there for you and we can work to your requirements.
IdealFundraising allows you to create export definitions which define what signups you want to send (from your chosen campaign), how often you want to send (export) them, and how many different destinations you would like to send them to. The signup information that is sent (exported) can be defined by using our Visual Export Designer (VED) or for more advanced exports we can design these as an additional service.
Each time Ideal Fundraising sends signups (exports), the system can be setup to notify both the sending party and receiving party that an export has been sent. Within the notification, you can include information about the size and date of the exported data.
Once your primary export has been completed, IdealFundraising can be set up so that a secondary export can be sent to third parties. For example, you may have a third party company that carries out your welcome calls, or you might want to export the donor signatures to one of your Charity customers, and the secondary export facility will accommodate this for you.
IdealFundraising ensures that’s all your data is sent securely. The recommended way of exporting data is using Secure File Transfer Protocol (SFTP). However, we support a variety of other secure transfers including Google Drive & Drop Box if you prefer these methods.
The private donor data that is exported, is transferred securely by SFTP to our customers and our customers’ suppliers in an encrypted format, to ensure the data cannot be read by any unauthorised parties. This is one of the undertakings of GDPR. Once the data is older than 3 or 6 months (depending on your preference), it will be automatically anonymised, such that the private data is unreadable. This is another important aspect of GDPR legislation. to minimise the risk of private donor data being compromised. With Ideal Fundraising, you can be assured that your data is always safe and GDPR compliant.
Ideal fundraising comes with a comprehensive and easy to use API (application programming interface) which allows you to connect to your other software solutions for example, CRM’s, HR systems, email and marketing systems and venue systems. The API allows you to pull information such as sign ups from Ideal fundraising and also push information to Ideal fundraising from your other software solution. You will receive a simple yet detailed manual to allow you to develop the connection quickly and easily. We have designed it based on our customers needs but at a request we can extend this to cater for your bespoke requirements.
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What Our Clients
Say About Us
We have used IFS to support our regular giving and lottery campaigns for around 8 years now. The actual software itself is super easy to use, quick to complete and is built with fundraisers in mind. With the portal, the standardisation across it, makes the system really easy to use. KPI’s are at the forefront and visible within seconds. It’s very accessible for our field managements throughout every day, which is something we really like about it.
We assessed many solutions when looking for a partner to provide our digital data collection/canvassing solution. The Ideal Fundraising solution stood out for many reasons, their experience within the sector, their knowledge of what works and what doesn’t within field-based communications, and the fact the system did not rely on being online, that our fundraisers and supporters would experience the same level of service from the system, with the same level of data security even when out of signal.
The solution continues to provide us with a completely data secure, easy to navigate scalable solution for our fundraising. Managed through the main portal, we are even able to give our charity clients access to allow them to monitor activity on a real time basis.
As one of the UK’s biggest fundraising providers by volume we can’t recommend Ideal Fundraising enough.
Since 2013 we’ve used IFS to process far in excess of 225,000 new members on behalf of our six charity clients. The system is secure, smooth and user-friendly, and hiccups are non-existent. The live reporting is a really useful feature too! IFS certainly comes highly recommended from us.
The security of personal information is also extremely important to us and having IFS really helps us with this. As soon as a lottery member is acquired, their personal information transfers off the tablet and into the secure Hub. Also, if a PDA tablet is lost or stolen it can be locked down in minutes.
We have been with IFS for a couple of years now and now have 6 campaigns up and running which are a mixture of lottery and regular giving campaigns. What we love about the system is that the portal is available on the go.
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