Here is the latest round of product updates for November 2021.
Log Personal Emails Directly to Alpine Profiles
With our new BCC functionality, Humanitru Alpine users can now log personal email communications into a constituent profile directly from their email provider (Outlook, Gmail, etc) when sending emails.
Previously, you had to copy and paste emails from your personal inbox into Alpine in order to keep track of those communications. Now, you can blind carbon-copy an email address from your personal inbox when sending emails to log the email directly to the corresponding constituent profile in Alpine. This allows you to pick and choose which emails you want to log, instead of logging all email communications by default, protecting the privacy of your supporters. We hope that this feature saves time and streamlines your stewardship process.
To leverage this feature, first find the link associated with your Alpine deployment to get your “shorthand identifier”. For example, if you typically access Alpine at hello.humanitru.com, your “shorthand identifier” is “hello”. Next, in the BCC field of your email, include this identifier in the email address using the following format: email@example.com, or in the case of our example, firstname.lastname@example.org.
With this done, whenever you send emails with your specific @bcchumanitru.com BCC’d, those emails will be automatically logged into matching Constituent profiles within Alpine. Furthermore, any attachments to emails (files, docs, etc.) will also be uploaded into Alpine as well.
New Merging Workflow Button
New for November is an easier workflow for merging duplicate records with a handy new button in the merge interface that will keep you on the list you are working through. This feature will help you work your way through your duplicate report in no time.
Last Ticket Amount
New for your event reports is the “Last Ticket Amount” column within the Constituents reporting interface. This column will show you the amount of the last RSVP action made per constituent. Don’t forget that you can fine-tune this column by using the edit “pencil” to set a date range, or to specifically look at a certain campaign.
Donor Insights: Engagement Scores
Donor Insights, a feature made possible with funding from a CIT CCF award, is an automated reporting solution to aid in donor retention.
Our first Donor Insights update looks beyond giving history and provides a holistic glimpse of supporter interaction via an engagement score. Also featured in this update is a graph illustrating each supporter’s engagement over time. Is their engagement with your organization increasing or decreasing? As we all know, it’s not only giving history that matters and this new feature will let you know when it’s the right time to reach out!
We’re Always Making Humanitru Better
At Humanitru, we’re constantly working to improve our product’s functionality to meet your needs. Let us know if you need any help using these new features, have an idea for a new feature, or just have customer success questions.
We’re always here to help!