How Easy Is it To Create And Access Specific Segmentation Data From Within The Included Report Writer?

Q: How easy is it to create and access specific segmentation data from within the included report writer?

A: The Orange Leap Guru tool is more than just a report writer.  With The Guru tool, you can create clickable, active hyperlinks to find lists of the constituents you want to find – by any criteria you have recorded about your base – and include those in your reports.

With Orange Leap, you can conveniently slice and dice your data to locate all the records for just that segment of your constituency you need to analyze or communicate with.  For instance, you need to find all of the donors who have given more than $500 in the most recent six month period who have a household income over $100,000 and live in the 91006 zip code.  You can enter the search parameters and create a link embeddable into any report – or ready to use immediately without having to run a report for every search you conduct.

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.

MPX Journal Entry and Pledge Screen Delay Hotfix 10.2.3932

This October Hotfix, MPX Version 10.2.3932, is being released to resolve two issues. The first is an issue where journal entries were not being created correctly at batch posting (MPX-5474). The second was an issue with delays in opening the donor pledge screen for databases containing a large number of active pledges (MPX-5821).  This hotfix is located on Source Forge.

The next scheduled MPX release will be delivered in November 2010. If you chose not to upgrade to this hotfix, all of these changes will be included in the November release as well. Please check the release notes to see if you need to upgrade before November.

101 Open Source Apps for Enterprises: Orange Leap is on the List!

54. Orange Leap

Orange Leap claims to be the first full-featured CRM package aimed at non-profits (in this case, the C stands for “constituent” not “customer”). It’s Web-based and includes profile personalization (to make it easy to tell donors from volunteers), correspondence and payment history, and built-in reporting and scheduling. Operating System: Windows. Commercial Support Available? Yes

Check out the whole article: 101 Open Source Apps for Enterprises

Data Conversions: How We Clean-Up Data During the Conversion Process

We’ve recently implemented new ways to do data conversions from legacy systems into OrangeLeap.

The first way, for simple data sets, is to use the import option in the UI to bring in Constituents and Gifts.

For more complex source data, previously we had populated database tables directly using scripts, which relied on a number of complex data relationships being constructed correctly, and manual implementation of business rules.

The new process starts with population of a set of intermediate conversion tables.  These tables are fairly simple and straightforward, and vary sightly based on the customer since they include separate columns for custom fields.  The data is run through a first pass of sanity checking and scrubbing at this point by an analyst or dba.  The second step is where the program is used to take the data from the intermediate tables into the program using the same application service layer that the UI uses to process the data.  This results in all the business rules being executed and the relationships and internal structures being populated correctly and consistently.

Another advantage the new conversion process provides is the ability to import many-to-one data sets such as multi-line gifts, and to associate the gift lines with pledges, soft gifts, and events.  The associations are made using references to the original legacy system’s identifiers, so that the original data links can be brought over in many cases.

We are also able to import many more complex relationships in a two step process, where all the constituents are brought over first using the ‘add’ function, then the complex relationships between the constituents are constructed afterwords using a ‘change’ function.

By Dan Meany

Dan is a Senior Developer at Orange Leap

58 Open Source Replacements for Commercial Communications Apps (Orange Leap Listed)

Datamation has a list of Open Source replacements for widely used applications.

21) Orange Leap Replaces: Blackbaud, Convio Orange Leap offers a different type of CRM—”Constituent Relationship Management.” This app aims to help non-profits simplify their communications with donors and other stakeholders.

See article here 58 Open Source Replacements for Commercial Communications Apps