Anedot Learn: June 2023 Product Update

In this Anedot Learn session, hear from our CEO, Paul Dietzel, about our June 2023 product updates.
Anedot Learn June 2023

After using Anedot:

About the guest:

Anedot Learn session transcript ↓

Hey, it's Paul, and this is Anedot Learn.

Edit Columns

Today we have an exciting update for anyone who spends time looking through transactions in Anedot.

You can now choose which columns to show and in what order.

Simply go to Transactions and use the drag icon to move columns or the down arrow to hide columns quickly.

You can also edit columns to do this even faster by using the Edit Columns button that will pull up a sidebar.

You can rearrange the columns here. You can hide columns if you don't want to see them.

And you can also, as I said, drag columns around.

So that's the new Edit Columns feature within Anedot.

You can rearrange the columns here. You can hide columns if you don't want to see them.

And you can also, as I said, drag columns around.

So that's the new Edit Columns feature within Anedot.

→ Learn about the different steps the Anedot Support team takes to ensure customer and donor satisfaction.

Future Pledge Upgrade

Today I wanted to give a quick update on the Amounts Preset we added a few weeks back.

The ability to prompt your supporters to make a future one time pledge.

So to show you this, if you go to Finance, Amounts, click on Edit Amounts, you scroll to the very bottom and you now have this Future Pledge Upgrade.

You can set the date that you want the Upgrade to occur and then you can also set a message.

So whenever the donor chooses or the supporter chooses an amount, it's going to pop this up and say, donate an additional amount automatically on 5/31/2023.

So this is Future Pledge Upgrade, and if you have any questions, feel free to reach out to our team or check out the support article: Future Pledge Upgrade.

Presets

Today I'm going to talk about Presets, which is a feature that we rolled out a few months back, but I really want to dig into it quickly and explain what Presets are.

So previously in Anedot, you had to go and edit every single page, and every single page had its own options and configurations.

With Action Pages, we've introduced Presets, which is effectively a configuration of choices and options that allow you to create a Preset once and then reuse it across multiple pages.

So for instance, in Amounts, if I want all of my pages to have 25, 50, 100, and 200, then all I need to do whenever I create a new page is use this Preset.

If I want another page to have some other set of options, then I could create a new Preset and use that Preset for that particular page.

So this makes it much faster to create new pages and much easier to bulk edit multiple pages at once using the update pages to preset option.

So once a page is connected to a Preset, if you edit that Preset, it will actually edit all the pages associated to that Preset.

So this is Paul with Anedot Learn, and that is Presets.

→ Learn the best practices and mistakes to avoid with your nonprofit bylaws from our conversation with Greg McRay!

Tandem

Today I quickly want to share an update with you on Tandem and basically external fund fundraising.

So used to, you had to go through a sequence of events over in the Settings area to basically raise money in tandem with third parties.

And now we have this new ability, this new kind of improvement that you don't have to go through that hassle anymore.

Now, when you want to connect an external account for tandem fundraising, you click on Add Fund in the Funds area.

Click Connect External Account.

Add the External Account ID. Click Connect External Fund, and then you're done.

You then would need to save the fund and publish the page.

But to show you as an example, if I click Add Fund here, I'm going to go ahead and add Michael Scott for Mayor.

And whenever I do that, it puts the fund here. I'm going to delete these other funds just as an example.

And so you see that now I'm going to be raising money for that organization so you can also raise it in tandem with your organization.

As you see here, your donation will benefit Michael Scott for Mayor and then also the General Fund.

So that's just an example. There's probably plenty of different great use cases that can be done with this, but this is an update to Tandem and quickly connecting external accounts.

80 Community Service Ideas for Nonprofits Guide
GET THE FULL LIST

80 Community Service Ideas for Nonprofits

Get the rest of the 80 community ideas for nonprofits by downloading our free guide below!
Download Free Guide
→ Increase generosity and giving with Anedot's free online giving for ministries.
→ Increase generosity and giving with Anedot's free online giving for churches.
→ Learn more about Anedot's nonprofit fundraising software!
→ Read testimonials of why 30,000+ organizations and millions of donors love Anedot, or get a demo today!
→ Read testimonials of why 25,000+ organizations and millions of donors love Anedot, or get a demo today!
→ Read testimonials of why 25,000+ organizations and millions of donors love Anedot, or request a consultation call today!
Nonprofit Pulse AdNonprofit Pulse Ad
Categories:

Show notes:

FREE WEBINAR

How to Attract a New Corporate Partner in Less Than 30 Days

Learn how to how to attract a new corporate partner in less than 30 days with a simple 3 step process and an effective email template for outreach.
Watch the Webinar
Recession-proof Your Church Guide Cover
Recession-proof Your Church Guide Cover
FREE WEBINAR

How to Listen and Capture Powerful Stories to Grow Your Nonprofit

Learn how to grow your nonprofit in 2024 by listening and capturing more stories of impact.
Watch the Webinar
10 Things You Can Do For Your Ministry Staff
FREE GUIDE

10 Things You Can Do For Your Ministry Staff (When You Can’t Give A Raise)

Download our guide to learn 10 actionable strategies that you can implement to show your team you appreciate them, even when you can't give them a raise.
Download Guide
FREE GUIDE

Church Giving Checklist (Best Practices to Grow Church Giving)

Download our guide to learn the essential strategies and best practices needed to increase giving and generosity in your church.
Download Guide
Church Giving Checklist Guide Cover
Recession-proof Your Church Guide Cover
FREE GUIDE

7 Ways to Recession-proof Your Church

Download our 18-page guide to learn how to prepare your church for a possible recession in 2023 and beyond.
Download Guide

Get updates on Anedot's best content

Drop your email and get tips delivered to your inbox every month!

Save time and money with powerful giving tools

White check in blue circle
No setup fees
White check in blue circle
No contracts
White check in blue circle
$0 per month