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Timesaver Tip: Email Integrations

Timesaver Tip: Email Integration

Julep easily integrates with both MailChimp and Constant Contact. Below are directions on how to use this time saving feature, which includes three parts: Setting up the integration Uploading a List Managing a “Periodic” List Setting Up the Integration Please note that only Project Admin users in Julep can add

More...
goal setting in crm

Goal Setting in CRM: Customer Relationship Management

Goal Setting in CRM: What is a CRM? A CRM stands for customer relationship management and is a database tool used by for-profit and nonprofit organization to manage data. The benefit of a CRM is that all your organization’s data is in one place and can help create and track

More...
Timesaver Tip: How to use Email Scheduler | JulepCRM.com

Timesaver Tip: Email Scheduler

The Email Scheduler tool allows Julep users to set up a recurring date and time for select reports and searches to automatically run. You can use this feature to schedule both custom searches and default Julep reports that will be emailed directly to your inbox when run. How to use

More...
Nonprofit Glossary | CMDI.com

Nonprofit Glossary: A New Resource from Julep

Have you ever wished for a glossary of nonprofit and philanthropy words? Have you come across a word while writing a grant or reading about philanthropy that you don’t know? Do the various types of 501c organizations baffle you? Are you confused about the different types of foundations or donations?

More...
Learn about Julep | JulepCRM.com

The June Tour of Julep

This Thursday, June 24, we’ll be offering a free, guided tour of the new Julep CRM. We’re excited to show our blog readers how Julep can help: Streamline workflows for all users in your organization Access organization performance at a glance Give gift officers modern moves management to track proposals Easily manage

More...
JulepCRM.com

How to Take the Uncertainty Out of Fundraising

Have you read the new Giving Tuesday report predicting the outcome of 2021? The biggest takeaway: it’s complicated. Depending on the size and type of nonprofit, you could do better or worse than 2020. While small-donor, recurring giving, and giving prompted by news and social causes increased, overall fundraising decreased

More...
Julep: Feature of the Month

Timesaver Tips: Customizing People Profiles

Did you know that both the Julep Home Dashboard and People Profile are fully customizable? It’s easy to activate the customize setting and either remove cards and graphs not being used, or drag-and-drop items to your preferred location. This simple, yet powerful, new feature is extremely fast to set up.

More...
Timesaver Tip: Email Integrations

Timesaver Tip: Email Integration

Julep easily integrates with both MailChimp and Constant Contact. Below are directions on how to use this time saving feature, which includes three parts: Setting up the integration Uploading a List Managing a “Periodic” List Setting Up the Integration Please note that only Project Admin users in Julep can add

More...
goal setting in crm

Goal Setting in CRM: Customer Relationship Management

Goal Setting in CRM: What is a CRM? A CRM stands for customer relationship management and is a database tool used by for-profit and nonprofit organization to manage data. The benefit of a CRM is that all your organization’s data is in one place and can help create and track

More...
Timesaver Tip: How to use Email Scheduler | JulepCRM.com

Timesaver Tip: Email Scheduler

The Email Scheduler tool allows Julep users to set up a recurring date and time for select reports and searches to automatically run. You can use this feature to schedule both custom searches and default Julep reports that will be emailed directly to your inbox when run. How to use

More...
Nonprofit Glossary | CMDI.com

Nonprofit Glossary: A New Resource from Julep

Have you ever wished for a glossary of nonprofit and philanthropy words? Have you come across a word while writing a grant or reading about philanthropy that you don’t know? Do the various types of 501c organizations baffle you? Are you confused about the different types of foundations or donations?

More...
Learn about Julep | JulepCRM.com

The June Tour of Julep

This Thursday, June 24, we’ll be offering a free, guided tour of the new Julep CRM. We’re excited to show our blog readers how Julep can help: Streamline workflows for all users in your organization Access organization performance at a glance Give gift officers modern moves management to track proposals Easily manage

More...
JulepCRM.com

How to Take the Uncertainty Out of Fundraising

Have you read the new Giving Tuesday report predicting the outcome of 2021? The biggest takeaway: it’s complicated. Depending on the size and type of nonprofit, you could do better or worse than 2020. While small-donor, recurring giving, and giving prompted by news and social causes increased, overall fundraising decreased

More...
Julep: Feature of the Month

Timesaver Tips: Customizing People Profiles

Did you know that both the Julep Home Dashboard and People Profile are fully customizable? It’s easy to activate the customize setting and either remove cards and graphs not being used, or drag-and-drop items to your preferred location. This simple, yet powerful, new feature is extremely fast to set up.

More...
Timesaver Tip: Email Integrations
Featured

Timesaver Tip: Email Integration

Julep easily integrates with both MailChimp and Constant Contact. Below are directions on how to use this time saving feature, which includes three parts: Setting up the integration Uploading a List Managing a “Periodic” List Setting Up the Integration Please note that only Project Admin users in Julep can add

More »
goal setting in crm
Julep Blog

Goal Setting in CRM: Customer Relationship Management

Goal Setting in CRM: What is a CRM? A CRM stands for customer relationship management and is a database tool used by for-profit and nonprofit organization to manage data. The benefit of a CRM is that all your organization’s data is in one place and can help create and track

More »
Timesaver Tip: How to use Email Scheduler | JulepCRM.com
Featured

Timesaver Tip: Email Scheduler

The Email Scheduler tool allows Julep users to set up a recurring date and time for select reports and searches to automatically run. You can use this feature to schedule both custom searches and default Julep reports that will be emailed directly to your inbox when run. How to use

More »
Nonprofit Glossary | CMDI.com
Julep Blog

Nonprofit Glossary: A New Resource from Julep

Have you ever wished for a glossary of nonprofit and philanthropy words? Have you come across a word while writing a grant or reading about philanthropy that you don’t know? Do the various types of 501c organizations baffle you? Are you confused about the different types of foundations or donations?

More »
Learn about Julep | JulepCRM.com
Julep Blog

The June Tour of Julep

This Thursday, June 24, we’ll be offering a free, guided tour of the new Julep CRM. We’re excited to show our blog readers how Julep can help: Streamline workflows for all users in your organization Access organization performance at a glance Give gift officers modern moves management to track proposals Easily manage

More »
JulepCRM.com
Featured

How to Take the Uncertainty Out of Fundraising

Have you read the new Giving Tuesday report predicting the outcome of 2021? The biggest takeaway: it’s complicated. Depending on the size and type of nonprofit, you could do better or worse than 2020. While small-donor, recurring giving, and giving prompted by news and social causes increased, overall fundraising decreased

More »