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Hi Friend,
Data is at the heart of every great fundraising campaign — and at FreeWill, it all starts with the Partner Portal.
Today, we’re excited to officially release your “New” Portal — a more streamlined platform designed to arm your fundraising team with the information you need to achieve your goals. As you dive into your National Estate Planning Awareness Week campaign results and prep for year-end, here’s an overview of what you’ll find:
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What's changing?
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Simplified gift tables with advanced filters: Our gift lists have reorganized tables and updated filters for you to easily identify, sort and analyze gifts and donor data.
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Improved user experience: Expect faster load times, fewer clicks, and an easy-to-scan format. No more horizontal scrolling!
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Easier exports: Export a filtered list of gifts (or the whole table) in a single file and select which fields you’d like to include in your reporting.
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Easily sort your gift commitments by status!
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What's new?
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Contact View for better stewardship: View individual donors and their giving history through FreeWill to support your stewardship efforts.
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Gift labeling and tracking: You now have the ability to add notes or change gift tracking status, so you can stay up to date on next steps and keep tabs on donor outreach.
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Enhanced reporting and analytics: You can now view the performance of your FreeWill campaigns directly in the dashboard, and easily compare results to spot trends and inform your outreach strategy!
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View your contact profiles individually to better steward donors
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Our entire team is excited to help you and your organization achieve even greater success, so I encourage you to explore your recent campaign results in New Portal. If you have any additional questions, please reach out to your Strategist!
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Sincerely,
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Anthony Sottile
VP of Partner Success
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View this email as a web page here.
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