Workflow automation can help your nonprofit’s labor problems

The labor crisis is making it difficult for hiring in many sectors and nonprofits are certainly no exception. Finite revenues for many nonprofits at a time when they have open positions have become a tough road to travel. From workflow automation to easy setup fundraising pages, learn how your organization can benefit from Giveffect’s software. 

 

But you may be able to think outside of the box to find out-of-the-box solutions. 

 

Giveffect can help

 

Just that simple. 

 

Giveffect uses:

– Automation to automatically complete small tasks.

– An all-in-one system to run quick reports. 

– Modern templates to make emails and event pages look great will minimal effort. 

– Workflow automation to complete multi-step tasks. 

– A native all-in-one system to make sure everyone is on the same page. 

 

The less time your employees spend doing “busy work” that can be completed by automated systems, the more time they can do what they and you love, working with clients in the community. 

 

In fact, Giveffect clients report 30 hours saved per month on daily administrative tasks.  

 

Let’s break down the different ways Giveffect can help do that. 

 

Automation to automatically complete small tasks

 

Some basic tasks are automated from the start in Giveffect. For example, if someone makes an online donation, they receive an emailed receipt. It’s automatic.  

 

For first-time donors who have had no prior experience with your nonprofit, as soon as he or she donates, the system creates a profile for that person and adds the donation to the newly created profile. Then it automatically sends the receipt. 

 

And the system also automatically checks if the donor already has a profile, using the information they provided in the donation process. And if they are in the system, then the donation is added to their existing profile, along with any other donations, volunteering, memberships, events attended, fundraisers hosted, and more. And of course, the receipt is automatically sent. You don’t need to worry about duplicate records.

 

In addition, you can always track that donation by name and resend the receipt with the press of a button if it is ever requested by the donor. 

 

But that’s just one example. You can also automatically sync emails, use batch scanning and remote deposits, schedule and reschedule volunteers, schedule emails, payments, reminders, and much more. Giveffect can even work with your nonprofit to automate unique systems that you may have. For example, how Giveffect has a system to automate “sweat equity” hours for Habitat for Humanity chapters. 

 

All-in-one system to run quick reports

 

We have already discussed how all the systems are in one place in Giveffect, but this also gives the added advantage of being able to run all of your reports in one place. 

 

No need to import or export data to other systems to run cross-referenced reports, saving you time. 

 

Want to run a report on how many of your volunteers donated this month? Easy Set up a few fields and find out! No uploading your volunteer list from another program and cross-referencing your donor list in another program. No cleaning of data. No reformatting. 

 

That can save massive amounts of worker time and money. Also, it makes it far easier to run more reports that can dig even deeper into questions that you may not have had the manpower to even address in the past. 

 

You can create reports based on age, location, and more; cross-reference them by donations, events, volunteering, memberships, or all four. Each report could have taken hours to create in a prior system, and takes only a few minutes now. 

 

Members in every department can have access to as much of the system as you decide. And the speed of the reports means that your staff has more time to be in the field working with clients or potential donors. 

 

Modern templates to make emails and event pages look great will minimal effort

 

Beyond the internal discussions and reports, the public perception of your nonprofit is critical. And many nonprofits don’t have the budget to hire expensive designers. But Giveffect features modern templates that use “what you see is what you get” design that allows anyone to put together a nice email or event in a matter of minutes. 

 

And as all your contacts are in the system, no need for uploading or downloading client lists into a separate email or event page system. 

 

This allows you and your staff to easily send out emails that can be easily tailored to many different audiences, to have a larger, more direct impact. For example, you may have a monthly email, but you can use a volunteer story at the top for volunteers, and a donor story at the top of the email to donors. 

 

And changes are easy and can be done instantly by you. No third party or another team to wait on. Edit and send emails and pages on your schedule. 

 

These systems can save you and your staff hours a month creating emails and pages,  allowing everyone to do work more critical to your cause. 

 

Workflow automation to complete multi-step tasks

 

Giveffect recently expanded its workflow automation process. Now you can set up entire drip streams for your marketing, including emails, text messages, tasks, and more. 

 

For instance, this system will allow you to create an automated email, then based on the client’s actions, if they open the email or not, you can set the second set of scheduled automated actions. If they open the email, you can follow up with a text message in a few days. But if they don’t open the email, you can set a task for an employee to personally touch base the next week. 

 

The workflow can continue on with multiple paths based on the client’s continued actions, including multiple emails, text messages, tasks, and more. 

 

This “drip” allows you to set up an entire workflow one time and it can be carried out for weeks or months automatically. Which saves you and your staff time. Set it once and forget it.

Learn more:

 

A Native all-in-one system

 

Giveffect was designed to be a complete system for nonprofits from the very beginning.  This is a system that would natively work with donors, fundraisers, volunteers, events and event staff, members clients, and more. All in one nonprofit software. All in the same system. 

 

It allows you to have all of these options, from complex reporting to emails, to text messages, to automated workflows. So you can save all staff members time. 

 

Giveffect can save you 30 hours a month in daily administrative tasks. See for yourself in a free demo, and set workflow automation in 14 days trial.