NPR

Marketing Forms - Member Comments Dashboard

The Member Comments Dashboards allows you to see the information that is most commonly needed for thanking donors on-air during a pledge drive.

Features

1. Filter options at the top of the dashboard allow you to search for the most relevant pledges.  Select your options, then hit GO to run the report:

INTERNAL FORM NAME List - By default all your forms are selected.  If you want to limit the search to pledges from a single form, click on the name of that form in this list.

READ MY NAME ON AIR Drop Down - Allows you to switch between seeing all pledges, or limiting the pledges you see to only those from donors who have given permission for their name to be read on-air.

Note - If you do not currently have a question on your form asking donors if it is OK to read their name on air, keep this drop-down set to ALL COMMENTS.  You can submit a ticket to have a field added to your form, if needed.

TRANSACTION DATE - Use these drop-downs to select the date range for your search down to the hour of the day.

2. On-Screen Donor Information

Pledges that meet the criteria of your search will display on-screen for review:



Report includes donor's name, city, state, comments, spouse name, pledge amount & pledge date.

3. Print and Download CSV Buttons

The PRINT button at the top of the report will send the pledges displayed to your default printer, and print one pledge per page. 

The CSV button will download a .CSV file to your computer containing the fields included in the on-screen display.  It is designed to give you a subset of pledge information needed to review pledges coming in & their related comments.  Full pledge details are available in the Donation Export Report.




Questions? Having Trouble? Contact Station Relations

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