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School Information Management System & Website Software
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Ask
Ask
An Ask is a system that can help by streamlining the fundraising process in order to engage new and renewing donors in a meaningful way and generate increased revenueAsks allow you to identify potential donors and then lead them through Identification, Qualification,Cultivation, Solicitation and Stewardship..
Contact
refers to the Donor/Organization associated with the Ask.
Note
: Each ask is directly related to one contact, which means that every ask only has one contact. However, a single contact may have many asks for different campaigns and funds.
Donor Ask Rating
categorizes asks to distinguish different properties
Example
: Rating 1 may mean that you expect the selected ask to result in a high dollar amount, so identifying it as rating 1 may help you to allocate more resources to it. Ratings are customizable. Click the
Donor Ask Rating
hyperlink to add a new rating in the dropdown. DBA Full role is needed to add a new rating.
Probability
refers to the likelihood (out of 100 percent) that the selected ask results in a donation.
Assigned To
determines the user in the system who manages the Ask. This user is automatically assigned to tasks related to this ask and manages to-do items. A user must have the Development Full or Development Read role to be assigned an Ask.
Note
: To create a new Ask, follow the steps of
Creating Ask
.
Note
: To create a
Moves Management Track
for the Ask, follow the steps of
Creating Moves Management Track
.
An Ask typically includes:
-
Ask Action
-
Ask Team
-
Ask Attribute
-
Ask Track
-
Ask Track Action
Once an ask is completed, Ask Result is recorded.
Note
: To record ask results, follow the steps of
Recording Ask Result
.
See also
Creating Moves Management Track
Moves Management Track
Recording Ask Result
Ask Track Action
Ask Attribute
Creating Ask
Ask Action
Ask Track
Attribute
Ask Team
Campaign
Donation
Contact
Action
Fund
User
PCR Educator K-12 School Information System is an online database engineered for independent and private schools to deliver the highest level of flexibility, unique experience, transparent communication and customized design. Being a complete cloud-based solution, PCR Educator system guarantees convenient access anytime, anywhere.
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