Appended Data Module
The Appended Data Module allows the addition and integration of any demographic, psychographic or geographic data.
- Electronically appends data from an outside research firm to your account records.
- Appended data fields can contain customized information including dollar amounts, counts, and alpha/numeric data providing a high degree of flexibility.
- Allows you to collect your own data and "append" it into the donor/prospect record.
- Enhances your ability to identify prospects who have the potential to make gifts.
- Appended data is easily accessible from the main account screen.
- User-defined valid codes are created and stored in a table.
- When a code is entered, the description fills in automatically.
- If no code is entered, the valid codes are displayed.
- Maintain data on corporate prospects with fiscal year, number of employees, gross/net profits, etc.
- Interfaces with other Allegiance modules and systems and integrates the appended data with the existing Allegiance fields for segmentation and reporting.
For example, stations may choose to store the lifestyle categories and net worth on individual donors in the Fundraising System while storing the number of employees and gross sales revenues for corporations in the Traffic System. - Creates reports detailing donor information as well as appended data information on any segments.
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Training
Allegiance University:
Fundraising
May 17-21, 2010
Sept 13-17, 2010
Allegiance University:
Traffic & Corporate Support
May 10-13, 2010
Aug 9-12, 2010
Allegiance University:
Tune In To Higher Revenue
July 19-21, 2010
Conferences
PBS Dev Con/Annual Meeting
May 17-20, 2010
Austin, TX
PBMA
June 1-4, 2010
Tampa, FL
PMDMC
July 8-10, 2010
Fort Worth, TX
Momentum 2010
September 9-11, 2010
Orlando, FL
PRPD
September 20-23, 2010
Denver, CO
