JustGiving Integration with thankQ - Actually Data · Case Study – Sands – Background . Sands, the stillbirth and neonatal death charity, was founded in 1978 and is a leading

JustGiving Integration with thankQ

#TQUG

Jamie Parkins, Anthony Fawkes, Sands, Carl Rippon

Agenda

– Introductions

– Since we last spoke

– Why

– Our Approach

– Benefits

– Stages of the process

– Case Study - Sands

– Interest test

– Questions

Audience Participation

How many of you have manual processes in place to process JustGiving income?

With an upgrade to your thankQ database you can have integration with your JustGiving data

Since we last spoke…

We have launched new products that capture more data than ever before (JustTextGiving, In Memory, Companies) We developed our Data APIs in order to enable data management and manipulation by 3rd parties We worked with thankQ together on an integrated solution for our mutual clients

Why? Because charities tell us

61% of charities interested in connecting JustGiving with their fundraising database*

Data manipulation (exporting, importing etc) often cited as major pain point for current users.

Annual JustGiv* ing Data Survey Results (Feb, 2012) Annual JustGiving Data Survey Results (Feb, 2012)

Help Us!

Our Approach

We are not a data or CRM specialist. We want to defer to experts in the field like thankQ

We want to become an open platform that specialists can build upon

Time Saving Efficiences

Increase Customer Insights

Reduce Human Error

Improve Supporter Care

Overview of the process

Automation is in stages • Download pages • Code pages / events • Download payment

reports

Apply for an API Key more details are at www.justgiving.com/developer Still required to complete custom codes

Do your supporter care processes

Case Study – Sands Agenda • Introductions • Background to Sands • Background to their journey with thankQ • What their data pains were with JustGiving

data

Case Study – Sands – Background Sands, the stillbirth and neonatal death charity, was founded in 1978 and is a leading charity within the sector.

Each year we support many thousands of families whose babies have died, offering emotional support, comfort and practical help.

In spite of medical advances, the shocking reality in the UK in 2011 is that every day 17 babies are stillborn or die within the first twenty eight days of life.

A team of 28 (many part-time) are supported by an small army of volunteers and support groups operating across the UK.

Support anyone affected by the death of a baby;

Work in partnership with health professionals to try to ensure that bereaved parents and families receive the best possible bereavement care;

Promote and fund research that could help to reduce the loss of babies' lives.

We depend on the extraordinary energies of our supporters to raise the vital funds we need to exist.

Case Study – Sands Fundraising! • Grown rapidly – reactive vs proactive

• Head office is in London and fundraising team consists of 4 people remote working (Essex, Kent, Lincolnshire, and Scotland!)

• Using JustGiving since 2003 – One of the charity’s largest income streams

• Processes all manual *groan*

Case Study – Sands

Journey with thankQ • Previously working on an Access Database

– Shared – Remote working!

• Purchased thankQ about 12 months ago • Migrated to thankQ about 3 months ago


Statistics (2003 – 2012) Total income from fundraising pages and direct donations Number of Value of Donations

4623 Fundraising pages £ 2,720,259.91

5213 Direct donations £ 214,504.03


Of the 5213 Direct Donors 2412 opted in to further contact

Direct Donors

Opted in Opted Out

For this period, if we’d been able to contact the 2412 that indicated they wanted to hear more from us and if just half (1,206) had made the average donation of £41.57 we potentially have lost £50,134.89 in lost revenue


Other Data Pains • Poor supporter care to non fundraisers • Money was hitting the bank account which

could not be reconciled • No central place to check what a fundraiser

was doing and how well they were performing

• No central place to collate and access all data


Solution – Stages • So this is how JustGiving and thankQ have

worked together to create a universal solution

• Still need to work out your custom codes

(Serial Number / Source / Destination)


Solution - Configuration • Speak to one of the thankQ staff as you will need

to get this functionality activated

• Get an API Key from JustGiving.com/Developer

• Confirm your Custom Codes

Hopefully we can walk you through this in thankQ with you now.


Configuration Screen


Configuration Screen – Library Definitions



Pull down new pages • Limited to 3 months data in one call

• Still can control dedupe data on import

• You are still in control of the data

• Looks like this


New Pages setting


New Supporters / Existing Supporters


Dedupe Settings


Entering Custom Codes (Events) • Coding events from source and destination

Event Id • Pushing this back to JustGiving


Event Custom Codes


Entering Custom Codes (Page Codes) • Coding new pages (serial number / source /

destination / event id / pledge) • Pushing this back to JustGiving


Event Custom Codes


Payment Report settings • Exactly the same data as you access through

the JustGiving charity account • You can check this against a payment report


Event Custom Codes


Event Custom Codes


Event Custom Codes


Supporter Record with donation


Supporter Record with donation


Bonus Reports for JustGiving Data


Benefits to Sands

• Timely reconciliation with the finance team

• Better supporter care for existing supporters (new fundraisers) all income in one place

• Access to all of the opted in donor data to ensure that we keep them up to date with our research and fundraising


Hands up if you think it’s something that you would like

Thank you

Anthony Fawkes T +44 (0) 782 444 3989 E [email protected] www.actuallydata.com

Jamie Parkins T +44 (0) 778 754 1685 E [email protected] www.JustGiving.com

Carolyn Bray T +44 (0) 845 652 0447 E [email protected] www.uk-sands.org

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JustGiving Integration with thankQ - Actually Data · Case Study – Sands – Background . Sands, the stillbirth and neonatal death charity, was founded in 1978 and is a leading