Tackle is excited to present our newest service offering, Help Desk!

In a nutshell, Help Desk is perfect for those small or inconsistent CRM and online fundraising projects that pop up from time to time. For a small monthly administrative fee, you’ll gain access to our team of technology experts and only pay for the time we actively spend helping you.

We wanted to provide a service that truly helps nonprofit teams overcome technical roadblocks so they can focus on what is really important—growing your organization.

Our team has been working hard at launching this new program and we know many nonprofits will benefit from this on-call format, especially as we navigate this “new normal” we have found ourselves in.

What sparked the Help Desk idea?

We encounter a lot of organizations that often need occasional technical help, but cannot commit to a large support retainer. Often these nonprofits are on the smaller scale or have some sort of in-house technical support already.

On our side, it is challenging to write proposals for projects that only require a handful of hours. But our team has a passion to help nonprofits, no matter their project size, so we decided it was time to brainstorm a new way to serve these organizations. And thus, Help Desk was born.

With Help Desk, we set up an umbrella agreement that allows us to promptly answer questions and easily scope out work for approval via email. That allows our team to focus less on selling you something and more on helping you quickly. It truly is a win-win for both of us.

What are the top benefits of Help Desk?

Tech Team Access – You have a full CRM and fundraising technology team ready to help you on demand when you need it.

No Retainer Fees – There are no large retainer fees you have to commit to. You will be set up with a small monthly administrative fee to have access to our Help Desk platform and then you will just be billed for the work we do.

Ongoing Relationship – Over time we become very familiar with your systems and needs, so when a major project like a migration comes up, we can often skip a lot of discovery steps. This saves you time and money.

What kind of organizations are the best fit for Help Desk?

We specifically designed this for nonprofits with platforms like Salesforce and Microsoft Dynamics, online marketing software, and/or digital fundraising systems. We serve both smaller organizations without full time technology staff, and larger organizations with technology staff who are too busy to provide front-line user support or need occasional help with larger projects.

Universally, you want to get the most out of your technology and we want to help you achieve that.

What are examples of situations that Help Desk addresses?

Every organization has a unique set of technical or strategic circumstances and struggles. Our team can address them all, from day-to-day issues to long-term technology tactics.

Here are just a few scenarios our team is equipped to handle.

  • Major Platform Change – Our CRM or Online Fundraising platform has an upcoming change (upgrade, release, feature retirement, security warning, etc.). Will our organization be impacted? Or maybe it already happened a while ago, and you’ve been ignoring it. And it DEFINITELY impacted you. How difficult will it be to fix it now?
  • Data Detective WorkHow the heck did THIS person’s information get changed in this way?
  • Input on Technology Strategy – We’re about to launch a new campaign that uses our platforms in a somewhat different way. And we’re also interested in exploring some things in the future in a kinda-related somewhat different way. Is there anything else we should be thinking about here?

We know one of these questions has come up for you in the past. Folks at all levels of an organization have all kinds of good ideas about how to make their jobs easier and better. But without the kind of broad nonprofit tech experience Tackle brings, it can be challenging to know where to begin.

With Help Desk, you can turn to us to help you navigate any technology issues, big or small. We have experience working with all sizes of nonprofits and can help you navigate best practices and talk about red flags we might see down the road.

What does the small monthly fee cover and how many billable hours do you typically spend per client?

The monthly administrative fee covers your team setup in our online help desk system. This includes progress monitoring 24/7 and access to our team.

Help Desk’s pay-as-you-go billing provides you with flexibility to adjust your spending. Every client has different and various technology needs. We will work with you to set up boundaries for pre-approved hours per month, and will communicate with you when you are nearing that boundary. For work that will take longer than those pre-approved hours, we will work with you on getting approval to move forward so you don’t have any surprises. You also have the ability to limit how many people on your team have access to Help Desk so you have control over what is a priority for that month.

How do you sign up?

Great question! We’d love to set up a time to chat with you and take the next steps to getting your team signed up for Help Desk. Simply contact us through the website or send a note to Ryan directly.

Learn more about Help Desk here.

Conferences are a great way to immerse yourself in new ideas, hear top notch speakers, and network. There are many events that focus on nonprofit technology and below we put together a list of some great conferences that are upcoming for 2020, and one that is just a couple weeks away (good news–tickets are still available!).

Nonprofit Innovation & Optimization (NIO) Summit

September 24-25, 2019 – Denver, CO

Presented by NextAfter, the NIO Summit focuses on online fundraising strategies that promotes marketing innovation to help you achieve better results with your fundraising efforts. Speakers include Ross Simmonds, Founder at Hustle & Grind, Tim Kachuriak, Chief Innovation & Optimization Officer at NextAfter, and Amy Harrison from Write With Influence. Some discussion topics are email marketing, copywriting, analytics, social media marketing, marketing automation, and testing and optimization.

Nonprofit Technology Conference (20NTC)

March 24-26, 2020 – Baltimore, MD

With a huge focus on using technology to spark change, “the 2020 Nonprofit Technology Conference is designed to help you reinvigorate your work and bring that renewed passion back to your community.” The keynote speaker is Erricka Bridgeford Director of Training, Community Mediation Maryland Co-Founder, Baltimore Ceasefire 365 who has some insights you won’t want to miss. Hosted by NTEN, some topics covered are technology management, operations, and digital communications and marketing.

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With end-of-year planning in full swing, don’t forget to add data cleaning to your checklist.

You want your technology systems to be in their best shape before your “busy” season begins, so making sure you start putting some processes into play now by practicing good data hygiene so you can guarantee your campaign will run as smoothly as possible.

Jeff Miller, our in-house data management guru, gives three recommendations for maintaining good data hygiene that you can start doing today.

1) Keep addresses up-to-date and in a consistent format.

Make use of address standardization and validation services offered as part of your CRM or online fundraising system, including CASS certification and NCOA address updates.

Consider adding a front-end address validator, like SmartyStreets, to donation forms and other web forms where addresses are collected.

2) Stop ALL bad data at the source.

It’s not just bad/incomplete addresses that can be stopped at the source. Consider all the sources of incoming data—web forms, data entry forms, system integrations, import/exports—and make sure that they’re consistent with each other and capturing the information that’s really needed.

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Do a quick search and you will discover there are plenty of options when it comes to peer-to-peer fundraising platforms. And, at Tackle, we have worked with a lot of them. The good, the okay, and the “this is amazing.”

So far on our journey, these are six of our team’s favorite peer-to-peer systems that are geared toward nonprofits. They all have their pros and cons so we thought we’d share a little bit about why we like each one. These favorites are listed in no particular order.

Classy

In 2011, Classy launched it’s peer-to-peer fundraising service, as well as crowdfunding, events, supporter management, and marketing automation. They were one of the first modern peer-to-peer systems to gain traction. Today, the company is used by over 4,000 nonprofit organizations.

From our experience, Classy is a well-supported platform, both backed in funding and with a solid customer service experience. They take a modern approach to their design, keeping in mind the user experience. It’s intuitive and easy to use and embraced by many well-known nonprofits.

Crowdrise by GoFundMe

Crowdrise was founded in 2010 and was acquired by GoFundMe in 2017. The company takes a “fun” spin on crowdfunding and is widely used by “tens of thousands of charities and events,” according to their website.

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Top 3 Best Practices for a Successful Donation Form | Tackle Nonprofit Technology Consulting

Donation forms are a necessary part of online fundraising. But is your donation form discouraging people from giving online?

Whether you are building a donation form from scratch or utilizing an already built online system to help you, make sure you are setting yourself up for success with these three best practices.

1) Less is more. Make it as simple as possible to fill out.

Have you ever started filling out a form, only to abandon it because it was going to take you way longer than you expected to fill out? Your donors do this too.

If possible, only include the necessary information you need to process your donor’s payment on your donation form. This will depend on your payment provider, but keep it simple and stick to these basics–donation amount, name, email, credit card information.

Keep your design clean and simple without unnecessary graphics. You should have minimal donation amounts (no more than five, but even less is better). Don’t include all the information to fill out for in honor/memory gifts unless selected, or maybe don’t even include this information at all since it is mostly unused for the majority of organizations.

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