FundraiserOne Features

Unleash your organisations full potential that will create amazing opportunities by using FundraiserOne’s newest and greatest smart tools that innovate your organisation’s best opportunities. FundraiserOne is our new cloud version developed using the latest technology and can be accessed with any web browser on any device. It’s simply beautiful and easy to use.

Manage all contacts and relationships in one place

Find new donors by untapping the potential of your existing donors in your database
Analyse supporter growth clusters based on geographic locations
Create engagement properties to send the right message at the right time using the right channel
Understand what motivates your supporters using the new campaign tools
Make smarter decisions with our new detailed reporting and intuitive dashboards
Run queries and create selections easily with our new powerful query tool
Run detailed reports and export them to any format
Modify and build new reports using the new report builder
Integrated with NZ Post PAF data to ensure your addresses are correct
Automatic geographic coding on all supporters with heat map clusters included

Engage using the correct channel

Set communication groups and the preferred channel for each supporter
Segment lists by communication groups and preferred channel to get your message across
Create professionally formatted documents using advanced editors
Send personalised SMS messages to mobile devices and receive replies that are stored
Create beautiful e-newsletters that are perfectly styled for both desktop and mobile
Schedule SMS's and email's for sending to get the best response rates
Receive detailed analytics on email outcomes and gather interest tags when supporters click on links

Journeys

Automated triggers — Launch journeys automatically from any data point: dates, statuses, behaviours, or custom fields.
Multi‑channel messaging — Send emails, SMS, push notifications, or in‑app messages from a single workflow.
Automated merging — Tailor every message using supporter data for highly relevant communication.
One‑Push Notifications — Create simple, single‑step automated messages for birthdays, renewals, reminders, and more.
Background processing — Let the system handle merges, timing, and dispatching without manual intervention.
Preview options — Stage journeys to preview messages before sending them.

Document management

All historical correspondence is stored and can be accessed at any time
Import documents including Microsoft Word Documents as formal documents and create merge templates
Attach and store media files where they can be accessed at any time
Build newsletters
Create beautiful e-newsletters that are perfectly styled for both desktop and mobile
Schedule SMS's and email's for sending to get the best response rates
Receive detailed analytics on email outcomes and gather interest tags when supporters click on links

Automation

Backend processing services allows contacts to be processed automatically
Scheduled Emails and SMS's are sent automatically on time
Automated thank you letters and receipts
Paused regular giving supporters are automatically activated once their pause date lapses
Notifications are sent automatically for renewals and failed regular payments

Keep supporters informed

Send personalised messages using different channels and monitor responses
Create beautiful newsletters that are perfectly styled for desktop and mobile
Capture interest tags and build profiles to target supporters with more direct messages
Create professionally formatted documents using the advanced editor
Import Microsoft Word documents and store them to send formal letters

Financial processing

Process transaction clearly with the ability to split payments across multiple products
Thank you letters are automatically selected with override options available
Simplified receipting process that can be printed or emailed
Banking process with the ability to submit records to Xero
General ledger codes can be applied to appeals and products

Create beautiful widgets

Our widgets are fantastic and take the hard work out of offering your donors a clean intuitive interface to make gifts or to sign up for a particular regular giving programme. Users can create lots widgets that can be used for different programmes and platforms. They are easy to implement simply copying the widget tags into your CMS system.

Create beautiful widgets that complement any website and customise them for your mission
Customize dollar amounts for each field in the widget
Automate and assign thank you letters or receipts that are customised to each widget
Create automatic opt-in messages which allow donors to automatically to newsletters and media
Designed to suit many applications, platform from websites, social desktop and mobile

Detailed reporting with OneReporting

Campaigns & segmentation

Create advanced segments using the easy to use query tool
Define channels for communications and monitor returns
Apply costs to each segment to compare ROI's
Apply soft and hard credits and monitor them via the dashboard
Get up to date information on all segments as they are calculated at real time

Regular giving with full donor care

Automatically charge regular givers using billing services
Billing retry algorithms that perform multiple retries based on your preferences with history saved for each attempt
The system will send email/SMS account update notifications requesting new account details for failed regular giving donations
Ability to pause upgrade, downgrade and cancel regular givers
Create widgets that allow new donors to sign up as a regular giver
Send annual receipts easily without the need of queries and exports
Track regular givers year by year and analyse trends
Automatically channel failed regular givers to Call Centre where they can be called

The Call Centre

For schools and alumni

Track alumni and when they attended school
Populate an Alumni’s Activities such as classes, sport and awards over their school life
Create relationships siblings and other family
Keep alumni informed with using the built-in marketing tools
Run reunions by class or other attributes like sport

Memberships & Subscriptions

Create different membership and subscriptions types
Set the frequency with the ability to auto-renew through the auto billing system
Billing renewals can be sent automatically with an option to pay now
Workflows can be set for renewal processes that automatically trigger

Bequest programmes integrated

Ability to track bequest progress through bequest statuses
Capture bequest assets and timeframes
Quick access to what is due and what has been paid
Create relationships between the deceased and the estate
Store related notes with actions
A must for any organisation that has a bequest programme

Applying for funding with Grants

Find funders that funded specific projects previous and easily reapply
Get a snapshot of all applications that have been submitted and sort by status
Report on all applications by status, requested and approved amounts
Create accountability reports with reminders
Add impact reports with due dates

Volunteers

Create services, locations and tasks for volunteers with availability
Manage vetting, reminders and processes for vetting
Apply timesheets and create acknowledgements for volunteers
Set awards for volunteers on anniversaries
Add training courses and manage volunteer progress
Manage vaccination status for each volunteer
Active dashboard list controls with filters allows quick access

Other features

Detailed CRM system that allows you to manage leads and relationships
Multiple address storage available
A new address finder that incorporates Google and Postal Address Data for verified addresses
Automatic geographic coding on all supporters with map clusters included
Communication and engagement properties with multi-channel options
Built in newsletter generation with insights and analytics included
Automated interest tags populated when a donor clicks links within emails
Full Financial system and integration with Xero through banking with statement reconciliations
Advanced notes with actions and workflow
Detailed parameter driven dashboard
Full financial and correspondence history
Document management and the ability to open MS Word documents

Security features

A full cloud system built with the latest technology with a rich and modern responsive web interface
Hosted with our partners at Microsoft using Azure cloud services
Data is encrypted from point to point
There is no painful installation or updates required, access it from any web browser
PCI compliant scanned regularly by external security company
Two Factor Authentication helps prevent password leaks

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Contacts