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. Adjust settings on any form to collect credit card and ACH payments, while one-time or recurring payments 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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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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Email Marketing & Text Messaging
Great engagement begins with communication and connections. And 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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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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Reports & Advanced Search
Make more confident decisions using the data that matters most to you. Get advanced reporting on all donation and payment forms, and view donation percentages based on custom criteria. 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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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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