Categories
Tips

Akubo Tip: Generate reports

Reports are a great way to understand your data, track your sales/fundraising performance in detail, and in turn analyze which aspects of your organization need improvement or suspension. In Akubo, you can visualize data based on your contacts, transactions, activities, cases, and opportunities.   1. On the Dashboard, click the Others icon on the top […]

Categories
Contacts Features Tips

Akubo Tip: How to remove inactive contacts

  When you no longer interact with certain persons or organizations, it might be a good idea to remove them from your database. In Akubo, you can remove contacts either by actually deleting them (including all their records) from your database, or by simply changing their contact status. For most cases, we recommend the second […]

Categories
Donor Care Receipts Tips

Akubo Tip: Creating Receipts

Sending receipts or thank you letters to our donors makes them feel valued and appreciated. This establishes a relationship between you and your donor. In Akubo, after adding a donation, you can create a receipt that you can either print or email to your donors.

Categories
Features Tips

Akubo Tip: Tracking your donors

You may have some donors in your database who haven’t donated since 2014, for example, or some who haven’t donated at all. Now is a good time to get in touch with them through a mailer. In Akubo, you can view a list called Lapsed Donors: it’s a list of donors who have donated before, or have not given since, 2014. […]

Categories
Tips

Akubo Tip: Creating an email subscription form

One way to gain recipients for your newsletters is to have an email subscription form on your website. With Akubo, you can create a subscription form, and the sign-ups will be automatically saved to your Akubo database. Here is the code that you can put in a text widget on your website (this code will […]