It’s time to start thinking about OrangeCon2012!

This year we thought we would get our clients involved in the structuring of the conference. The conference will be held over two days, one day for MPX and one day for Orange Leap On Demand. We are weighing the options of the seminar based conference structure from previous years, and modeling OrangeCon2012 after the new trend of un-conferences.

What is an un-conference?
An un-conference can be described as an open forum atmosphere where clients have direct interaction with not only our developers, but each other concerning best techniques and strategies for using Orange Leap to grow their non-profit. This is not to say that we would be stepping away from the administration of the conference, but moderating and guiding the discussion topics you choose.

Get involved!
We encourage you, the client, to participate in this decision because you can benefit most from the outcome. Take a look at videos from our previous conferences, and research other un-conferences. Simply click to vote on our group, or join the conversation and Tweet your ideas and responses under #OrangeCon2012. For more information visit our conference page.

The Third Quarter Release of MPX is Available for Your Production Environment!

Version 10.2.4288 is the official PCI Compliance release. All credit card numbers are now tokenized and are no longer stored in the database. Now when a credit card is entered into MPX, that number is sent to the payment processor for storage.

There were also over 60 enhancements made in this MPX release including the ability for the MPX user login process to use integrated Windows security. To enable this you need to set the following config setting both in the client and the server. Other highlights include distribution list updates, forms for postal code validations and exceptions, report enhancements, as well as a variety of donor and transaction screen updates that improve efficiency.

There is a change to downloading the MPX Release Version 10.2.4288 and it’s release notes. These can now be downloaded from Confluence, which requires a login. If you do not have a login, you can self-register. After you register, please email support@orangeleap.com and let them know your credentials so you can have the access to the MPX folders. Once you’ve signed up, you can access Confluence anytime or for a complete list of all changes and enhancements go directly to the MPX 10.2.4288 release files.

Orange Leap On Demand v14 Demo

Orange Leap On Demand v14 is Here! What’s New?

We have made several improvements and incorporated new features throughout the product.  The following list highlights some of the major features and enhancements included in this release:

Redesigned user-interface 

A major improvement with Orange Leap On Demand has been the user interface.  All of the functionality is still available, however, how you access the information is redesigned to be easier and more user friendly.

Search Functionality

The search functionality is located in the same place — on the top right in the title bar area.  However, there are a couple of key improvements:

1. Search Auto-complete — As before, the default search is a fuzzy text search, however, as you type results will start to display records that match what you are inputting.
2. If the record you are looking for appears in the list, you can click on it to navigate directly to it.  If an exact match is not found, the constituent search results will display.

Import Functionality

The import functionality provides an auto-cleanse option to automatically cleanse the data and to resolve common formatting issues, such as dates and check box values, with imports. The check box associated with this feature is checked, by default. If you do not want to use the auto-cleanse feature and allow the import to work similar to how it was previously, you will need to uncheck the associated check box.

Events Module

Sections called Event Goals and Event Details have been added.  There are Event Goal Category and Event Attributes associated picklists for you to input the types of goals you might have for the event; there are also Event Goal Category Items and Event Attribute Details that have values dependent upon the Event Goal Category or Event Attribute Details that you selected. 

Sponsorship Module

Additional attribute grids are available on the sponsorable record, program, and home screens.  Their setup is similar to the additional constituent attributes.  There are picklists associated with each attribute list and attribute details can be added based on the selected attribute.

NEW Modules!

• Prospect Research: We have a new module, Prospect Research, the purpose of which is to give you tools to help you understand your donors and potential major donors and their ability and probability to give.  This module will often be used in conjunction with complementary products such as Wealth Engine or Donor Tools.  If the module is enabled, it renders as an item under the Constituent’ Profile menu.

The Guru

• Enhanced Charting: For all charts, you can now add a Title, Subtitle, an X-Axis Label, a Y-Axis Label, There are several new chart types supported, including 3D charts.
• Enhanced Postal Radius Criteria: The Postal Radius custom filter criteria is now available on the Constituent & Primary Contact data source.

For a more in-depth review of all the product and feature enhancements log on to confluence and view our Orange Leap On Demand and Guru Feature Release pages.

Orange Leap Announces Email Integration With 2Dialog

We are pleased to let you know about the release of 2Dialog’s integration with Orange Leap’s MPX and Orange Leap On Demand.

2Dialog offers a suite of online fundraising and e-Communication tools. One of2Dialog’s online communication tools, called Billboard, embraces all aspects of direct response marketing strategies. It enables organizations to easily create and execute effective email campaigns through the use of microsites and landing pages in order to maximize donations. 2Dialog has a lot of functionality in one stand-alone tool which now seamlessly integrates with both MPX and Orange Leap On Demand.

The benefits of the integration include:

Donor Data Synchronization

• Data segmentations created in MPX and Orange Leap On Demand are available in Billboard for emailing campaigns.
• Donors in MPX and Orange Leap On Demand are synchronized within 2Dialog.
• Important campaign data captured in Billboard is automatically transferred back into MPX and Orange Leap On Demand.

Email Deliverability System

• Ability to send email fundraising and marketing campaigns to your constituents and donors.
• Campaign effectiveness and donor behavioral analysis can be done within2Dialog, MPX, or Orange Leap On Demand.

Microsites/Landing Pages

• Quick deployment of e-campaigns through the use of campaign specific microsites/landing pages and forms created within the Billboard tool.
• Transactions done in Billboard are instantly available to be viewed in MPX and Orange Leap On Demand.
• Data captured within these pages are automatically transferred back into2Dialog, MPX, and Orange Leap On Demand.

Common Vision

• Business and Product Development Goals and future direction are shared between both partners.
• Relationship established in 2009. Product integration began in 2010 and was demonstrated with MPX at OrangeCon in 2011.

For more information, please contact orangeleap@2dialog.com.

Orange Leap Introduces Orange Leap Donor Widgets and Launch of Beta Program

DALLAS, TEXAS (November 11, 2010) – Orange Leap announced today the successful demonstration of Orange Leap Donor Widgets to customers and partners last Thursday at OrangeCon, Orange Leap’s annual conference for users and developers.  As part of the demonstration, Orange Leap announced the formation of a Beta Test program that will run into early 2011.

Orange Leap provides a highly innovative and easy to use software-as-a-service (SaaS) platform that strengthens relationships between an organization and its constituents and donors. Used by organizations around the world, Orange Leap On Demand is a powerful, full featured, constituent relationship management solution designed specifically for nonprofits.

Orange Leap Donor Widgets provide organizations with the ability to literally “cut-and-paste” snippets of code into their existing websites that extend the power of Orange Leap On Demand directly to donors and constituents.  Orange Leap Donor Widget capabilities initially include:

• Website Registration – the ability for a constituent to register to enter a private area of an organization’s website.
• Donate Now – the ability for a new or existing donor to make a one-time or recurring donation through a simple and secure form.
• Sponsorship – the ability for a new or existing constituent to enter into a sponsorship relationship.
• Donor Profile – the ability for an existing donor to look up their contact information and donation history and update their contact information.

Coming in the next release:

• Event Registration – the ability for a new or existing constituent to register to participate in an organization’s event.

“Organizations have been struggling with the flow of data between their offline database and their online database as long as the Internet has been around.” Said Randy McCabe, CEO of Orange Leap.  “Syncing and ETL (extract, transform, and load) processes work fine for some organizations.  But those usually operate one-way, they’re not real time, and there is a high probability for errors.”

He continued, “Extending the power of Orange Leap On Demand to the web, giving donors and constituents a direct connection to real data in real time, is the ultimate solution.  Orange Leap Donor Widgets not only complete the communications loop between an organization and its constituents, but also ensures appropriate treatment of all constituents through the consistent application of business rules regardless of how their data enters Orange Leap On Demand.”

About Orange Leap

Orange Leap energizes nonprofits, making it easier for them to achieve mission success. The Dallas-based company offers innovative yet simple to use software-based solutions that strengthen relationships with constituents and donors. Orange Leap’s ever-growing community collaborates on advanced technology and smarter practices. Nonprofits big and small, with a wide range of missions and constituencies, choose Orange Leap to move their organizations forward. For more information, please visit www.OrangeLeap.com.

Orange Leap Announces 100% Sales Growth

DALLAS, TEXAS (October 12, 2010) — Orange Leap, a leading provider of automated constituent relationship management solutions for nonprofit organizations, today announced sales results for the third quarter 2010 in which they achieved significant growth both quarter over quarter and year-to-date over 2009.

• New users added during the third quarter were 30% greater than the same quarter last year.
• New sales booked during the third quarter were 41% greater than the same quarter last year.
• New users added year-to-date are 30% greater than year-to-date for 2009.
• New sales booked year-to-date are 100% greater than year-to-date for 2009.

Orange Leap provides a highly innovative and easy to use software-as-a-service (SaaS) platform that strengthens relationships between an organization and its constituents and donors. Used by organizations around the world, Orange Leap On Demand is a powerful, full featured, constituent relationship management solution designed specifically for nonprofits.

“We are thrilled about our sales growth for the quarter and the year-to-date trend that continues to validate our Orange Leap On Demand product and software-as-a-service business model,” said Randy McCabe, Founder and CEO.  “It is refreshing to see so many forward-thinking nonprofits who are discarding the labor-intensive manual techniques of passive data repositories in exchange for active automation that allows them to focus on their mission.  At the same time, we are humbled by the trust these new customers are putting in our organization.  We are grateful for their business and will continue to work aggressively to honor their decisions.”

About Orange Leap

Orange Leap energizes nonprofits, making it easier for them to achieve mission success. The Dallas-based company (formerly known as MPower Open) offers innovative yet simple to use software-based solutions that strengthen relationships with constituents and other nonprofits. Orange Leap’s ever-growing community collaborates on advanced technology and smarter practices using Orange Leap’s open-source code. Nonprofits big and small, with a wide range of missions and constituencies, choose Orange Leap to move their organizations forward. For more information, please visit www.orangeleap.com.

Check Out The Guru February 2010 Feature Release on Confluence

We have made several improvements and incorporated some new features throughout The Guru reporting wizard. Here are some of the highlights:

• Result Hyperlinks: Your report results may contain row data that is bolded. This is identifying a constituent hyperlink — if you click on the bolded information, and are already logged in to Orange Leap, you will be navigated to the selected constituent.  If you are not logged in to Orange Leap, a login page will be displayed.  You must then login and click on the hyperlink once again in order to navigate to the constituent. The hyperlinks will not work in existing reports, or reports created prior to this release.  You must edit the report and re-save it if you would like preexisting reports to include hyperlinks.
• New Criteria Row: When you select the + icon to add another standard filter line on the Report Criteria screen, the new line will be a copy of the one you clicked the +.  Many times, users are adding similar criteria to input a date range or to search for multiple values within the same field — this reduces the amount of time needed to search for the field and create the criteria.

This release also includes resolving some issues that were discovered, it also describes known issues, and finally gives you a look at some of the planned improvements and features that will be added in the future.

The complete feature list, known issues and planned improvements, are available on Confluence at this link, The Guru Release. Take the time to look at all of the exciting improvements our developers have been working on.

Check Out the Orange Leap On Demand February, 2010 Feature Release on Confluence

We have made several improvements and incorporated some new features throughout the OrangeLeap On Demand product. Here are some of the highlights:

• Gift Summary Information: Within the context of each constituent, a Gift Summary page has been added.  Within this page are different tabs, rendering gift calculations of first gift, last gift, largest gift, fiscal year total, and calendar year total, for each of the gift entities: Gifts, Soft Gifts, Pledges, Recurring Gifts, and Gifts in Kind.  There is also a tab that combines Gifts, Soft Gifts, and Gifts in Kind into one total and one total for projected Pledges and Recurring Gifts.
• Batch and Post Process: A batch wizard has been created for you to batch update one or more fields associated with records within a gift or adjusted gift segmentation.  By selecting a Posted Date, the batch process will post each gift or adjusted gift record, locking them down from futher edit and creating the appropriate debit and credit journal entries. The batch process is accessible based on your role.
• Check Payment Method: If you are using electronic checks, you now have the ability to input a check payment method to manage the Account Number and Routing Number — it is similar to a ACH payment method. Thus, you can select an exsting check profile for a gift or create a new one, similar to creating a new ACH or credit card payment profile.  As with ACH, cardholder name, routing number, and account number are required; routing and account numbers are encrypted once input.  For any check payment, you now have the ability to input the check date that defaults to today’s date.  We do not yet have the ability to process electronic checks; this will be a future release.
• Fuzzy Search Wildcard Support: The fuzzy text search on constituent now supports appended wildcards.  Therefore, you can now input a partial form of a field with an asterisk at the end to support Starts With types of search.  If you have an organization titled Johnson Foundation, if you input john*, all records that have constituent values that start with john will render in the search results — this would include Johnson Foundation.

The complete feature list is available on Confluence at this link, Orange Leap Release. Take the time to look at all of the exciting improvements our developers have been working on.

OrangeCon09: A Sumptous Citrus Treat For All

Last Wednesday, we wrapped up a fantastic two days with clients, partners and friends at OrangeCon09. I have to say it was far and away the most invigorating conference we have ever hosted. This was a substance over style conference: less slides and more demos; less ‘speaking’ and more dialogue. That substance certainly paid off for me personally and our team as we received great feedback that helps us focus on the real, everyday pain points our clients and other nonprofits face.

In addition, we made most of the sessions available live via Webinar. On average, we had 40 remote attendees asking great questions and expanding the on-site dialogue. In fact, we have put up the recordings of all those sessions (as well as any slides/handouts) and you can access them anytime on our Community wiki (a simple email and name registration is required): http://community.orangeleap.com/confluence/display/community/OrangeCon09 .

I want to send a big thank you to everyone who participated both in-person and online. I hope you found the time as informative and invigorating as I did. With all that we achieved this year, I can’t wait to see what next year’s conference will bring!