empowering non profits - Metadonors

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Transcript of empowering non profits - Metadonors

empowering non profits

to improve society

Metadonors in a nutshell:We work exclusively with non-profit organizations and we do it in a professional manner, treating ethically every person or entity we interact with.

We have a deep knowledge of the fundraising world and we are able to quickly deal with any matters, thanks to customized solutions.

We care for fundraising:

How we work:

They trust us:

Manage the entire Face2Face lifecycle

FEATURES PANORAMA

collect datacheck pointcredit card transactionfail to leadthanksync & automate enrichcancellationworkflowmulti agencyreporting

Metaface can collect data from:

Tablet: your fundraisers send data in real time to

Metaface, pledge by pledge.

Paper based: your backofficer (or the fundraiser at

the end of the day) make a data entry task using

the web application

CSV import: if you need to import data from an

external agency or team that doesn’t use Metaface

Collect data

Data validation based on:

age (min, max)

personal data (ID check): Italian “Codice Fiscale”

donation amount (min, max)

credit card data (prepaid, checkdigit, banlist, expiry date)

IBAN (checkdigit, banlist, european database real time verification)

+ Organization custom check

Check Point

Credit Card transactionsCredit cards live transactions are available when you’re online and can be configured per project/campaign

Back to fundraiser: notify your fundraiser and let

him solve the problem.

We file it: ask to the donor to send back new data to

activate his pledge.

Start nurturing: no way to get valid data? You can

reuse leads with a custom export or integration for

your marketing team to build a new communication

strategy.

Fail to Lead!

You don’t waste your leads if they fail the checkpoint!

Thank donor with:

● custom thanks you email● signed PDF● welcome call

Thank

(Auto) Sync your data with your database & CRMExport information for internal management (csv, xls, xlsx)

Sync & Automate

Enrich your pledge data for a better analysis

- welcome call outcomes- deduplication check- credit card commercial details- number and amount of payment made

before cancellation

Enrich

CancellationYou will rewards fundraisers for what you really received as a donation.

What data we manage with cancellation:

- cancellation date - short reason (revoked, canceled)- long description (pre send

cancellation, - total payment revoked- first payment due date- last payment due date- text notes

Workflowsimply as you like!

Workflowhardcore as you need!

Multi-agency

Manage your inhouse program or agency with a single tool.

You can manage internal and external teams via Metaface, assigning permissions to see only what they are supposed to (reports, locations, campaigns… )

Reporting & Targets

Fundraiser, team, location & area complete reporting.

More than 15 standard KPI’s.

Custom KPI available upon request.

Target are configurable in real time for each report and KPI.

Report with target can be shared with single member or entire team.

NPS / SurveyThe Net Promoter or Net Promoter Score (or acronym NPS) is a management tool that can be used to evaluate loyalty in a business-client relationship.

It is an alternative to traditional customer satisfaction research and claims to be correlated with revenue growth.

Metaface natively manages NPS scores and can integrate external evaluation tools.

and counting…

timesheet management to track working hours directly from tablet

in-app news management to engage your team

complete profile management with fundraiser agreement & recruiting info

Android APP

media managementcustom data flowonline & offline mode

Media management

custom data collection flow

Online & Offline

SECURITY

PCI compliancedata encryption

PCI Compliance ( 3rd party Vault)

Extended Validated SSL Certificate

ISO 27001, ISO 14001, ISO 9001 (DataCenter TIER IV)

Penetration test and security audit before every main release

PCI & Certification

Strong Encryption Backup strategy (GPG)

Data obfuscations

App with encrypted data and local authentication (multi user app)

Tablet Remote control

Data Encryption

PRICING

Startup: 1500€, free > 3500 pledgeFree startup include: first project setup, live training.

Cost per valid* pledge (prepaid):

0 to 5.000: € 1,75

5.000 to 10.000: € 1,50

10.000 to 15.000: € 1,25

15.000 to 25.000: € 1,00

Cost per lead (invalid pledge): freeIntegrations with credit card gateway (stripe): free

monthly payment can be agreed upon request

* Valid pledges are leads with positive checkpoint state; in short, leads you can bill with your billing systems. We don’t charge anything for others (fair use policy applied: <30%)

Pricing