Back to UpdatesOvrture’s Flexible Tagging and Filtering Options
We recently launched a new tag filter feature for Fiscal Year Printed exports and Analytics exports. This will help clients improve their major donor cultivation and donor stewardship data workflows.
Given this progress, we thought it would make sense to explain the value of this enhancement and a few related platform features. All in all, this blog seeks to overview how clients manage data within Ovrture to align with their unique needs and workflows.
The Opportunity
Naturally, clients want to leverage analytics to shape their understanding of their donors, individually and collectively. Yet, engagement analytics can quickly become overwhelming without the thoughtful means of managing it. So, Ovrture offers a simple tagging system to help clients categorize, organize, and find important information quickly and accurately.
How are clients specifically using Ovrture to manage data, track progress, and drive even better engagement of major donors?
Step 1: Organize Data with Tags
Our clients start by using Ovrture’s tagging system. This helps users categorize and group records, reports, and sites for donor communications.
Example: A user is looking to both cultivate and steward board members through Ovrture. After they create an Ovrture site and a stewardship report for each board member, they can add tags to the sites and reports. These tags can include “Board Member,” “Volunteer,” and “Major Donors.” This ensures they can quickly group all engagement-related data and track progress without sifting through irrelevant information.
Step 2: Filter Data
Successful clients use Ovrture’s advanced filter options to refine data across tables like Portfolios, Sites, and Reports. They often use several filters at the same time. Users can filter by users, brands, approval or edit conditions, status, tags, date range, and more.
Example: Imagine a user who seeks to determine how digital stewardship reports are performing among a specific subset of their donor base. Did any unexpected gifts come in right afterward? Users can simply filter by tags such as “Board Members.” You can also use a date range to find stewardship reports. Look for reports opened between November 1 and November 15. This targeted view helps you identify how your stewardship drives your fundraising goals.
Step 3: Dive into the Analytics Dashboard
Access the Analytics Dashboard via the “Engagement Log” in the left-hand navigation. Use the Sites and Reports tabs to toggle between data categories. Review system records and key metrics, including overall opens, multiple opens, edits, and mobile/desktop access.
Example: A client team created major donor fundraising sites to cultivate annual funds for each member of their board. Aside from including a direct ask. the site could include recent meeting minutes, presentation decks, or peer-to-peer fundraising lists. The dashboard lets users see a listing of these specific sites and the board’s broad engagement. This gives you a comprehensive overview of board member engagement.
Step 4: Analyze Engagement and Performance Metrics
Explore the “Opens” section to see data segmented by untracked, desktop, and mobile views. Utilize the “Engagement” section to review site/report view durations. Analyze data across date ranges using the Range (blue), Running (green), and All Time Total (orange) columns.
Example: For the group of sites a client team made for board members, they can determine what percentage of site visits happened on mobile devices. Users can see that most of your board members log in on a desktop. They probably do this to download documents.
These are just some examples of how Ovrture empowers users to make data-driven decisions with ease. By using tools like tags, filters, and the Analytics Dashboard, your organization can obtain higher valuable donor data while saving time. Our goal is to make Ovrture so powerful that this time saved helps our client teams focus on further delighting their existing and prospective major donors.
This is just the beginning. Ovrture is a donor software for nonprofits. Ovrture fits each client’s unique needs in creating endowment reports and engaging major donor prospects. It offers flexibility and deeply intentional features to expedite workflows.
CHRIS SNAVELY
Managing Partner
CHRIS SNAVELY
Managing Partner
Chris leads the Ovrture team in building, maintaining, and enhancing the platform. He also works directly with clients to build systems, drive adoption, and conceive of new use cases. Believing that the application of new thinking is what drives the world forward, Chris takes great pride in bringing a far more efficient and modern approach to the “digital advancement office.”
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