SoSimple Giving
Fundraising & Donor Engagement
SoSimple Giving is a comprehensive fundraising and donor engagement solution. We ditched the use of integrations that store important assets and info in multiple places, and created an all-inclusive, completely customizable platform that makes fundraising and outreach easy. Keep supporters engaged and boost donations with online giving, email marketing and reporting, marketing automation, event management, community pages and more – all synced seamlessly. You need more from your fundraising system. SoSimple delivers.
One Centralized Solution
As an upgrade to SoSimple Marketing+, our giving platform provides an amazing amount of functionality for our school clients. No need for embedded donations forms that do not match your brand. No need for less than perfect integrations. No need for yet another extra email marketing system. Instead, within your website, you get elegant donation forms that sync perfectly with our giving CRM, automated email marketing and text messaging system, and advanced campaign and reporting functionality. Plus, since your Admissions and Communications teams can use Marketing+, they can manage all email marketing, bulk text messaging, family portals, and a phone messaging for school announcements. This will allow your school to consolidate website management, school messaging and marketing, and giving under one-centralized solution making everything faster, easier, and less costly.
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Donor CRM
Strengthen your donor relationships with fast and effortless donor management. Simply sync your online donation forms to the CRM to easily track all your donors and their giving history. Add new data fields at any time or take advantage of advanced filters to send customized communications to donors based on support level, frequency, and more. Driving donor engagement has never been so easy.
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Customizable Forms
Personalize your donor experience with fully customizable forms. Create both single and multi-step donation forms that allow you to securely collect payments and follow up with automatic confirmation and thank-you responses. With all donations synced with your donor CRM, you can keep records of every donor, allowing you to reconnect with past contributors and engage current donors in new ways. Need to embed our giving forms into your current website? We do that too with an easy-to-use form embed function that can match your website styles.
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Online & Recurring Giving
Give your donors more control over how they donate with a variety of online payment options including credit card, ACH, Google Pay, Apple Pay and Venmo. Adjust settings on any form to collect your payment methods of choice, while one-time or recurring payments options allow supporters to choose payment frequencies and start dates, as well as opt to offset credit card fees. Or, let supporters pledge a gift and pay later using Check, Cash, PO or on Account. Using the payment status and notes features at the form submission level, managing donations from anywhere is as seamless as making them.
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Campaign Performance & Reporting
Wouldn't it be great if you knew precisely which communication initiatives worked best? Was email "A" or email "B" more effective? With our campaign performance function you can tie individual communications including email, ads, events, social post or direct mail to a campaign and see exactly how each performed. This allows you to make confident decisions using real results that go far beyond impressions and clicks. Utilize advanced searches and breakdown reports within each form to filter by payment frequency, denotation of funds, giving level, and top donors, so you can track your campaigns progress and efficiency every step of the way.
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Email Marketing & Text Messaging
Great engagement begins with communication and connections – our built-in email and text messaging tools make that communication effortless. Save time using our built-in email templates, or design your own. Send text messages with mobile-optimized donation forms, event reminders, and more. Choose from individual or bulk deployment options with built-in analytics – so you can track open rates, click rates, and other metrics for each campaign or user.
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Automated Marketing
Marketing automation is a powerful, time-saving way to stay connected to your supporters. Our robust, built-in marketing tools are effortless to manage. Schedule drip email campaigns initiated by specific donor actions, and select specific dates to automatically follow up. You can also add personalized auto-responders and thank you pages to your donation forms, and create visually impactful landing pages to send them to. Our automated email marketing system elevates your marketing to the next level — without all the extra work.
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Goal Setting
Setting a goal is the first step to achieving it, and SoSimple makes that part easy. Using the payment settings of any form, add a donation goal amount and deadline, and track the progress however you’d like. Choose from graphs such as a donut chart, horizontal bar, or vertical bar and watch goal graphics update automatically as donations are collected.
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Direct Mail
Tap into the power of personalization as you easily create and print customized letters for any member of your database. You can customize each mailer with full donation statistics, database member info, and other custom data information automatically using merge tags. Once ready, print the letters on your letterhead in bulk directly from the SoSimple Donor CRM. Even better, SoSimple also provides an easy way to generate Avery Labels, so you never have to worry about a complicated mail merge.
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Event Management
Forget doubling down with integrations — managing your next event is so easy when everything is in one place. Create event pages within your website, add registration and payment forms, sell tickets, and manage new RSVPs as they come in. Limit attendee availability to as many events as you’d like simply by adding max-use features and other conditional elements like names and details for each registration quantity. And when the “yeses” pour in, each registrant will receive a receipt thanks to pre-set auto-responders.
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Subsites & Community Pages
Using a theme or style from one of SoSimple’s custom designs, you can create unlimited, password-protected pages for sharing member-specific content or build subsites that reside directly within your website. Set up portals exclusively for staff, parents, or alumni. Each subsite can have its own primary navigation and unique content to meet the specific needs of its users. Whether you have multiple schools, church affiliates, athletic teams, or capital and fundraising campaigns, everyone has a way to stay connected.
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Peer-to-Peer
Get the word out with social sharing features. Create customized fundraiser landing pages that you can automatically sync to social platforms and email blasts, and choose to enable or restrict editing access for each individual. Use a shared donation form or create separate donation forms to track contributions by person, while adding features like donation progress, fundraising descriptions, goal graphics, and more to help motivate supporters and share successes.
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Year End Tax Statements
Make tax preparation a lot easier on your supporters with our automated email system. Send quick and easy year-end tax receipts to all donors – complete with details of every donation that each supporter made during the course of that year. And if direct mail is more your style, SoSimple Giving also allows you to bulk print personalized tax receipts on your school’s letterhead.
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Import Past Giving Data
Your school may already be on a giving system and you do not want to lose your historical giving history, other data and notes. We get it, this can be intimidating. That's why we do 2 things: First, our giving platform has easy-to-use import tools so that historical data can be quickly imported. Second, as part of your onboarding we can manage the initial import for you. This takes the workload off of you, and after the import is complete you can simply review it for accuracy.
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No Donations, Slow
Donations, Low Donations
Nurturing your donor leads is an important set of decisions and actions you must take towards meeting your giving goals. We make this easier. Our quick link functionality allows you to get to filtered lists quickly so that you can identify the opportunities that matter most. Looking for no donors, slow donors or low donation amounts? What about top donors, or very reliable donors? No problem, easily filter the database, create a quick link, and anytime you need to get back it is one click away.
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All Included Features
 | Unlimited Users | |
| User Management and Data Security | |
 | Unlimited Constituent Records | |
| Training and On-Going Training Support | |
| Customizable Single Step and Multi Step Forms | |
 | Create Donation & Payment Forms | |
| Embeddable Forms (Embed on Your Existing Platform) | |
| Create Surveys | |
| Create Event Registration Forms | |
| Online Payments (Credit Card and ACH) | |
| Recurring Payments with user Selected Start date | |
| Offset Credit Card Fees | |
| Offline Payment Option (Check, Cash, on Account Purchase Order) | |
| Payment Status and Notes Management | |
 | Form Submissions Database (for each form) | |
| Form Submissions Printing and .csv Export | |
| Form Submissions Filtering and Search | |
| Goal Setting with Front End Graphic | |
| Auto Responders | |
| Personalized Thank You / Confirmation Pages | |
| Direct Individual Email Communications with Choice of Email Sender | |
| Nightly Backup of all Data |
| Set Registration Limits (Max Uses) on Any Form or Items within a Form |
 | Payment Gateways (Stripe, PayPal, Authorize.net |
| Donor CRM |
| Email Marketing System |
| Broadcast Phone Messaging Alerts |
| Bulk Text Messaging |
| Comprehensive Reporting & Dashboard Analytics |
| Automated Marketing System (Date-Based and Event-based) |
| Personalized Mail Merge Generation and Printing |
| Avery Labels |
| Event Management |
| Scheduling System (Choose Date and Time Slot) |
| Document and File Storage |
| Click and Drag Page Editor |
| Subsites and Community Pages |
| CMS and Hosting |
| All SoSimple Page Types - See Page Types |
| Theme Setup for Subsites and Community Pages |
| Single Sign On for Portal Logins (LDAP, Office 365, Senior Systems, FACTs, etc.) |
| 3rd Party Custom Integrations (SIS and Other Databases) |
| Custom Design for Subsites and Community Pages |
