Back to UpdatesOvrture Filters and Tags Improve Efficiency
In today’s increasingly digital world, keeping up with tons of data can feel like herding cats. But fear not!
Ovrture is here to help with new and improved features to help your donor communications efforts. These will make organizing and analyzing data much easier. Before, users could only filter to one portfolio. Now, they can choose any combination of portfolios. They can also filter by edit and approval status, date range, custom tags, and much more at the same time.
Let’s dive into the recently updated filter and tag functions of Ovrture.
Harnessing the Power of Filters
Ovrture has recently incorporated a powerful filter function that works across all tables, from Portfolios to Sites and Reports. Say goodbye to wasting precious time scrolling through endless rows of data looking for the donor who you built an endowment report for a few years ago.
With the new and improved filters, you can zoom in on exactly what you need in a flash. And guess what? You can apply multiple filters at once, so you can get a complete picture of your data faster than you can say “abracadabra.”
Streamlined Data Analysis with Table-Specific Filters
We know that one size doesn’t fit all when it comes to data analysis. That’s why we’ve added table-specific filter dimensions across the platform that lets you customize your data manipulation like a pro.
Forget about sifting through irrelevant information — now you can focus on what truly matters. Today, that might be a specific group of donors who are considering naming opportunities, so you can add the latest architectural drawings to their major donor cultivation sites.
Later in the afternoon, you might want to follow up with folks who haven’t opened their stewardship reports yet. Meanwhile, your team’s data whiz might be digging into the Engagement Log and noticing that one particular segment of donors is spending a lot more time in their microsites — and then digging in further to find out why.
No matter your task, our new filtering capabilities get you there faster, and with more confidence and precision.
Enhanced Analytics Dashboard
Ovrture’s upgraded Analytics Dashboard lets you dive deep into specific sets of reports and sites. Get ready to uncover hidden gems of performance metrics and donor behavior insights. Imagine targeting donors who had multiple opens and spent more than five minutes on their digital stewardship report to then share more personalized information.
Or, perhaps you’re planning for year three in Ovrture. In your first year, you may have stuck with primarily text-based content as you transitioned to the digital medium. In your second year, say you invested further in both personalized and wide-audience video content.
You can set your filter parameters to show each year’s performance in parallel and begin to draw conclusions. If durations tended to go up, your videos likely performed well. If they went down, you’ve still learned something! With this knowledge, you can refine your video strategy or invest that energy elsewhere.
Make Ovrture Yours with Tags
Ovrture has revamped its tagging system to help you organize your data like a boss.
Think of tags as special labels. You can assign them to records, reports, sites, and portfolios. By grouping and categorizing your data, you’ll be able to find what you need in a jiffy (and just as quickly and easily exclude what you don’t need, like sample donor stewardship reports).
Tags are fully custom and allow you to organize your information in a way that’s meaningful to you — whether that’s by campus, donor category, interest area, or even past engagement with sites or reports.
Let’s take the example from above to a new level: say that you’ve added tags to identify age or capacity groups within your donor base. Now you can compare not only year to year performance of your communications, but you can filter down to view a specific segment of donors and compare their engagement.
You may find video content working better for one group than another. You may find that one of your teammates’ portfolios is performing much better than others; go find out why! No more data chaos — just smooth sailing and high-fives all around!
Curious to see these data features in action? Check out the video below.
TL;DR (Too Long; Didn’t Read)
With powerful filters and tags, you can cut through the clutter, gain valuable insights, and take your team to new heights of efficiency. So go ahead, embrace the magic of filters and tags in Ovrture, and unleash the full potential of your data. It’s time to level up and conquer the data-driven world and delight your donors with customized microsite and non profit impact reports along the way!
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