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Digital Technology Survey
 

Which statement best describes your current technology set used for digital fundraising?
A CRM holding all our donor data, a second platform for email sending, and a third platform to build donation forms.
A CRM holding all donor data that is also where we build donation forms, and a second platform for email sending.
A CRM holding all donor data that is also used to send emails, and a second platform to build donation forms.
A CRM holding all donor data, and a second platform for sending emails and building donation forms.
We use one product as our CRM, for email sending, and for building donation forms.
Which statement best describes how your CRM database gets updated when donors give online?
New online donations/donors can be seen in the CRM within 24 hours (immediately, or after a nightly sync).
New online donations/donors can be seen in the CRM within a few days (systems might be integrated, but some manual verification is required).
New online donors/donations have to be downloaded from one system and uploaded to the CRM, and timing can vary on that process.
Which statement best describes how your email system integrates with your CRM?
New records from our CRM are automatically added to our email sending platform as soon as they are recorded. (Timing depends on CRM/donation form relationship)
New records from our CRM can be "pushed" into our email sending platform on demand, to create a list based on CRM segmentation.
New records from our CRM have to be exported and imported into our email sending platform.
N/A - New records are not being added to the email system
Within your email platform, is your audience able to be segmented into any of these groups? Please select all that apply:
Active Donors (0-12 mo)
Lapsed Donors (12-24 mo)
Deeply Lapsed Donors (24+ mo)
Active Sustainers
Prospects (Zero Dollar/Non-Donors)
Volunteers
Select your current donor database of record/CRM:
Raisers Edge/Raisers Edge NXT
Salesforce
EveryAction
Neon
Bloomerang
Donor Perfect
Other
Please Specify:
Select your current website CMS:
Wordpress
Drupal
Wix
Other
Please Specify:
Select your current online giving platform(s):
Classy
EveryAction
Luminate
Raisers Edge NXT
Raisers Edge Online Express
Neon
Bloomerang
Charity Engine
Qgiv
Donor Perfect
Other
Please Specify:
Select your current email sending platform(s):
Constant Contact
Mailchimp
EveryAction
Luminate
Raisers Edge NXT
Raisers Edge Online Express
Salesforce Marketing Cloud
Pardot
Neon
Bloomerang
Charity Engine
Other
Please Specify:
Any additional details or comments you'd like our digital technology team to review?
Organization Name:
Contact Name:
Contact Email (for any further questions):
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