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The Best Time to Switch Databases

The Best Time to Switch Databases

Surprise! There’s no easy time, especially if your organization uses your system regularly. 

Imagine updating the electrical in your home while you’re still living there…changing your organization’s database, or CRM, can be similarly inconvenient and even stressful. In fact, it would be surprising if such a big change didn’t have an effect on day-to-day operations.

Here are a few suggestions, from our team and our clients, on how to time this important switch. Because while it may never be easy, planning will make it easier. 

Better Times

  • During Your Slow Season: For some organizations there are 1-2 months where operations and fundraising “slow” down and staff are graced with a planning period. This is a strategic time for loading data into a new database, setting up the next season’s events, and testing and working out any kinks in processes.
    • 💡Tip: If your organization has no slow season (for example, the slow season for volunteering is the peak season for fundraising, and vise versa), a longer transition and some overlap with previous systems may be necessary. That way each team that needs to be set up in the new database can do the work when the time is most ideal for them.

  • While Your Experienced Staff is Available: Moving to a database usually involves cleaning up your data, and for that you need staff who can judge what’s essential and what’s outdated. Then, once you get to the new software, you’ll need to compare reports from the two systems to see that they match.

  • When Current Database/Software Is Up for Renewal: Some database systems lock clients into multi-year contracts. If this is the case for your organization’s current system, the year the contract expires is the most economic time to switch.
    • 💡Tip: Start these conversations with your team about a year in advance of any deadline and build in some time for an overlap of the new and old software. 

Tougher Times

  • During Large Fundraising Events: The bread and butter of many databases is managing donors and their donations. Switching to a new database in the middle of a large appeal could hurt an organization’s bottom line. Donations need to be tracked accurately, donors need to be thanked promptly, and software glitches need to be avoided.
    • 💡Tip: Schedule a large buffer here, and if possible, plan for some smaller “pilot” fundraisers before you take on your largest event. 

  • Before Financial Deadlines and Audits: At the end of the fiscal year or during an audit, it’s especially important that your donor records match your financial records. Wrap up your work for these large tasks before changing anything up.

More Tips 

💡Create a Calendar/Schedule: Get your team in the same room and create a calendar. Include previous software expiration dates and time for data loads, system set ups and staff training. For each item, plan in more time than you think you’ll need.

💡Communicate with Your Constituents: While database work is the backend of your organization and one hopes that transitions will appear seamless to your donors, members and volunteers, there is a chance your supporters will notice the change. Let your constituents know that you’re working with new software, how much you appreciate their support and ask them to contact you if they run into any problems. This may even be a good time to lean on your inner circle of supporters, who can help you test new systems before they even go live.

💡Clean Your Data: If your data is healthy (few duplicates, less outdated data, void of erroneous fields of information) it will be easier for you or the new database company to load it into your new system. Data loads are a heavy lift, but this can make it easier.

💡Plan for Staff Training: A tool is only helpful if you know how to use it. Your calendar/schedule for this switch should include time to train any staff or volunteers who will have access.

The WaterGrass Solution

If you’re shopping around for a new database, check out WaterGrass. WaterGrass is a set of tools made for nonprofits (volunteer, event, member and donor management) built on top of the Salesforce CRM. Go here to learn more.

Best of all, WaterGrass staff are here to help. We’ll work with you to load your data into the database, help customize it to fit your needs, and continue to be available for one-on-one training and troubleshooting for your team as long as you’re with us. 

Let’s continue the conversation! Click here to contact us.

Thanks to Annie Nelson, Lisa Cole, Sarah Morse, Brittany Chavez, Barbara Budd and Lisa Luokkala for their contributions to this post!

Recommended Workaround: Google Chrome 108 Breaks Some WordPress Donation Pages

Recommended Workaround: Google Chrome 108 Breaks Some WordPress Donation Pages

​UPDATE: As of 12/8/2022 Click and Pledge has patched its WordPress plugin to avoid the problem. Visitors using Chrome 108 on Click and Pledge donation pages will see the picklists, which look slightly different – they’re truncated, and visitors will have to scroll to the desired value. But they work. Google is also rolling out a new version (109) of the Chromium engine with a fix, so the problem will eventually disappear. BUT for some other web platforms, visitors who still have Chrome 108 may run into the picklist problem if they’re visiting non-Click and Pledge pages which are i-framed on a separate web platform. We can’t say that all payment platforms will be as quick as Click and Pledge to release a patch.

In any case, for Click and Pledge, the problem is resolved and the fix mentioned below is now unnecessary.

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Bad news. The 11/29/2022 update of the Chromium engine no longer works with “select” (picklist) fields on WordPress and Squarespace sites where a Click and Pledge page is embedded (iframed). A bunch of our WaterGrass users fall into this category, and we only noticed the problem while we investigated something else. The result of the problem is that visitors to a donation webpage can’t use the picklists to select their credit card’s month and year of expiration, so they can’t donate. You can test your own site by clicking on those fields while using an updated version of Chrome.

After we alerted our clients, one reported that since the 29th she has seen an unexpected drop in donation rates. But so far only one user has called in to alert any of our clients to the problem, and we’re running this configuration in about 15 client organizations, so this is a stealthy bug that may cost you donations without you ever becoming aware. Especially since the Chromium update rolls out slowly over the whole population of users, so that the effect will be gradual.

The problem clearly goes back to Google’s update of its Chromium engine, which is the basis of multiple browsers, including Edge , Opera and Brave as well as Chrome itself. I was able to verify that I could make a donation on a CnP page on a WordPress site when I used an older Chrome version, but could not donate as soon as I updated the browser to 108.

Google is aware of the problem and is incorporating a fix into Chromium 109. We don’t know how long it’ll take for a patch to come out, or how long it’ll be before your donors update to 109.

Our recommendation is to be safe and follow the lead of the Huron River Watershed and others who have had their webmasters add text to their donation pages like this:

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My preferred wording is “We are experiencing technical difficulties. If you are using the updated Chrome browser (or Edge, Opera or Brave), please click here to donate. The form below will work otherwise.” I would highlight this paragraph because otherwise some people won’t read it.

The link “please click here to donate” should be the link to your naked donation page, which you can get from CnP Connect / Campaigns and Forms / Payment Forms where you first designed your payment page. The Connect page looks like this:

The link will look something like “https://connect.clickandpledge.com/w/Form/b86f9cd9-1f49-4d77-8753-f82b29e85504“.

When users click on this link, it will take them to the “naked” CnP payment page which is not framed within your WordPress website, and therefore won’t have the same Chromium browser issues.

Alternatively, you can want to wait and see how soon Google comes up with a fix. But since it’s now the middle of the end-of-year donation season, that wouldn’t be my choice.

Baird

PS. I’d be surprised if Click and Pledge is the only payment platform affected. I’ve focused on it because it’s the most common platform for our clients.

New Trends in Fundraising Outreach for 2022

New Trends in Fundraising Outreach for 2022

At WaterGrass, we try to stay close to our client organizations, especially at the end of the year, when they bring in a disproportionate amount of support from their communities. We enjoy learning with them what works and what doesn’t, and sharing their lessons with others.

For the past five years, Carl has run an End-of-Year Appeal series for WaterGrass organizations.  This year, he was surprised when:

  • Fundraising goals for the EOY campaign jumped substantially;
  • Groups employed a greater range of techniques to reach out.

The change is striking enough to share what we’re seeing.  Here are five takeaways:

Giving Tuesday is serving as an “anchor” for the start of End-of-Year campaigns.

Lis Heras, Development Coordinator at Friends of the Rappahannock, is one who has used Giving Tuesday with success. She shared a printed piece she used to inform board members and others about their fundraising options, and recorded a short video for us:

More are using “peer to peer” campaigns

Melanie Cheney writes, “ When it comes to P2P giving, we’ve heavily focused on Facebook Fundraisers and have seen great success doing them in the past, and we’ve encouraged others to create one as it is a super easy P2P giving option.”

“I often have prioritized it in this way when asking people to consider hosting a P2P:

  1. You can host a Facebook Fundraiser centered around Giving Tuesday (or anytime really).
  2. Create a Peer-to-Peer Fundraiser on CoMoGives during the entire month of December! (See below.)
  3. There are more ways to support your favorite non-profit than donating money.  You can share emails, Facebook posts & Fundraisers with your friends, telling them why you support Missouri River Relief!  You can also make a pledge of action here, on the CoMoGives.com webpage.”

One of the downsides of Facebook is that it doesn’t share your donors emails with you so you can’t reach them directly.  Melanie says, “If we don’t already have their contact info, we reach out to them through Facebook and ask for it. Sometimes it works, sometimes it doesn’t.”

Organizations make the process of donating easier by including QR codes in their printed materials.

Allie Schneider says, “I heard about the idea of including QR codes on fundraising materials and thought I’d try it to see if our donors responded to it. I tracked engagement by creating two campaigns in Click & Pledge. One was embedded on our main donation landing page, accessible by a button on our homepage of the website. The second was embedded on a ‘hidden’ page that wasn’t linked anywhere. It was only accessible by typing in the exact url (which we didn’t promote) or using the QR code. This helped keep the two methods separate.”

“We’ve discovered we have minimal engagement with our QR codes. People seem to prefer to donate by credit card by going directly to our website. HRWC will continue to include QR codes for a few reasons. It’s a low-cost way to offer additional donation methods, it’s new so we’d like to give our donors a chance to become familiar with donating to HRWC via QR codes, and as a safety precaution, HRWC no longer accepts credit card donations by mail so we are going to include QR codes on our mailings so donors still have a credit option.”

Some groups choose to fundraise through aggregators (like United Way) rather than process donations themselves.

Lisa Cole from Missouri River Relief is trying out a donation aggregator site offered by the Community Foundation of Central Missouri. 

She explains that “it’s part and parcel of this larger effort in which we participate, and that makes it easier than offering one, directly, ourselves.   Last year we had a significant struggle, to be honest, getting people—even our board—to participate in it. But for other local organizations, it seems to be as powerful as the industry best practices indicate.  I’ve invited our board to offer one this year.  Last one actually did (in addition to myself and another staff member).”

Heavier use of videos to highlight the resources you’re protecting.

The Eagle River Watershed Council in Colorado has to compete with many high-profile nonprofits in the area, so their Development and Communications Manager Melanie Smith used the pandemic lull to develop more professional-looking materials, including their letters, website, and videos.

“In 2020 everyone was isolated and online.  We had a budget for outreach, so we developed a new website and a “foundational video” to let the river tell its own story.” Melanie says,

“Last year we developed a flexible tag line:  “This place is home.  Help us protect it.”  Or “This place is wild.  Help us protect it.”  So we had a lot of B-roll left over from the original video, and from it we created shorter videos for each one of those tag lines.  We broadcast them however we could, even including them on donation pages if it didn’t slow the load time too badly.  We did social media ads, and linked it into the signature of our emails.”

“And we saw an unanticipated growth in donations,” she reports, although she’s not sure that it can all be attributed to the new materials.

You’ll find a copy of the video Melanie mentions here. Check out the Eagle River Watershed Council’s full YouTube Channel, where you’ll even find a video of a spoken-word poem.

What new techniques did YOUR organization use in this year’s year-end appeal?  What can other organizations learn from YOUR fundraising this year?  Add your comments below!

 

What Did COVID Teach Your Volunteer Programs?

What Did COVID Teach Your Volunteer Programs?

COVID served as a sort of stress test for many volunteer programs. Could they survive without in-person activities? Could you adapt them to the new circumstances?  

Most important – Were there changes you made that you’re adopting permanently?

At WaterGrass we convened a discussion on the topic.  (WaterGrass is an organizational database that among other things manages volunteer activities, so we have the raw data on volunteering.) Jason Frenzel from the Huron River Watershed Council Council and several other volunteer managers share their experiences and insights over the last two years.

This was a preliminary discussion – a more extended one will take place at River Rally in June – but some fascinating insights arose.  If you or your organization manages volunteers, I’d love you to post your comments.

  1. Organizations that had already begun managing volunteers through online portals or even delivering programs online saw a much smaller drop in their volunteer hours.
  2. Some groups reported changes in their participant demographics. In particular, low income populations were less represented.
  3. Some urban groups pivoted to provide other needed services to marginalized populations, beyond their standard education and recreational activities.
  4. Trails and waterways attracted more use and highlighted the importance of these organizations in their missions. Few of them capitalized on that to raise funds or Garner new volunteers.
  5. Volunteers were eager to find activities during the pandemic, and hungry for anything offered.

One organization reported that when it closed its volunteer programs it also lost the ability to stay in contact with and cultivate new volunteer leaders, on whom it depends to lead many of its large activities the impact of this will be felt in the coming years.

Volunteer programs were forced to adopt digital strategies when they couldn’t convene face-to-face activities; many of them discovered things that they would now continue to do online instead of in person.

What was your experience?  What changes did you make in your volunteer programs? Which will you keep? Please post your comment below.

And if you’re interested in the WaterGrass database as a tool for managing volunteers and donors, give me a shout!

Baird

Issues campaigns for non-advocacy organizations

Many conservation organizations shy away from advocating on issues because they work closely with local governments or state agencies and don’t want to antagonize them.

But advocacy can also lead to growth.  For example, over the last 20 years Organizations in the Waterkeepers Alliance – which advocate and also take legal action against polluters – have grown much faster than typical watershed associations which are usually focused on water quality monitoring and public education but avoid controversy.

Even neutral organizations that provide technical expertise should take advantage of hot Issues in order to highlight the importance of their work. 

For example, the Superior Rivers Association provides water quality data to local tribes and municipalities. It sees itself as a technical organization.  But when a huge taconite mine was proposed for their headwaters, the organization hosted informational public meetings and used those to recruit new water quality monitors to help establish a baseline and track the water quality in the case that such a mine were built.  They increased donations, and the number of trained water quality monitors rose by 50%.

They never took a stand on the taconite mine proposal itself.  But they did come out against loosening water quality regulations that stood in the mine’s way, because as a technical organization they valued sound science.

Critical issues like proposed mines are an opportunity highlight the importance of your conservation organization, whether it’s advocacy-oriented, technical or academic.

Online outreach on hot issues lets you reach even more individuals.  Originally used only by national groups, today it is ubiquitous among statewide organizations. Local conservation groups should be adopting it now too, because it’s local issues that people feel strongest about.

If you’re curious about online advocacy tools be sure to join us for Kathleen Tyner’s presentation about online advocacy at the West VirginianRivers Coalition.  She has tried out three tools so far, with great success.  And she has some clear recommendations even for small groups.  (Her presentation is Wednesday, the 23rd of March, at 1:00 PM Eastern.  You can sign up here.)