Julep’s Blog
Timesaver Tip: People Profile, Part III
This month, we are continuing to examine the different parts of the People Profile. In this post, we’ll take a look at two boxes – the Code and Actions panels. The Code panel contains three important segmentation and organizational tools – Flags, Keywords, and Attributes, and the Action panel tracks any interaction with your organization.
Timesaver Tip: People Profile Basics
The People Profile is an integral part of the Julep platform. For the rest of the year, the Timesaver Tip posts will focus on different aspects of People Profiles each month. In September, we’ll start off the series with People Profile Basics.
Timesaver Tip: How to Use Tasks
Do you need to delegate work to your team or create a to-do list to ensure a project is finished? Julep Tasks help you assign work projects to individual staff members or yourself, set a deadline, and track the progress and completion of it through the Julep dashboard.
Timesaver Tip: How to Use the Fundraiser Portfolio
Need help tracking how a team of fundraisers is performing? The Fundraiser Portfolio enables your organization to track major donor programs and the progress of individual fundraisers from the convenience of your home dashboard.
Organizing Data in Julep
Do you know how Julep organizes your data? Learn about how each type of code operates, including Program Codes, Initiative Codes, and Source Codes. This can help you maximize the features of Julep and get the best analysis of your data.
Timesaver Tip: How to Enable Dark Mode
Last month, Julep rolled out the option to toggle between a light and dark background. This easy addition only takes a few seconds to implement, and Julep will remember the setting when you log out.
Timesaver Tip: How to Use Keywords, Attributes & Actions
Organizing data and tagging information for individual and groups of donors is easy to do in Julep with the help of the Flags, Keywords, Attributes and Actions features.
Timesaver Tip: Saved Searches
Saved and Recent Searches is one of Julep’s most flexible features that allows you to build custom searches and reports. Once saved, you can then use the Email Scheduler tool to schedule these custom searches and reports to run automatically at specified times.
Timesaver Tip: Mass Append
Have you ever needed to add a keyword or event details to a large number of records in your database? Julep’s Mass Append tool was designed for users to update multiple records at once. Through this feature, Julep users can add or update flags, keywords, notes, tasks, and events in bulk to their People Search result records.
Timesaver Tip: Moves Managment, Part 2
Tracking your major gift program can be a challenge. With multiple donors at different points in the giving cycle, it’s easy to forget to follow-up or not meet deadlines. Julep’s Moves Management solves those issues for fundraising and development teams with our Moves Management tracker. This dashboard visually organizes the process of moving prospective donors through the major giving process. Starting with discovery and cultivation through the completed donation, Moves Management helps organizations keep track of how they are reaching these prospects.
Timesaver Tip: Moves Management, Part 1
Tracking your major gift program can be a challenge. With multiple donors at different points in the giving cycle, it’s easy to forget to follow-up or not meet deadlines. Julep’s Moves Management solves those issues for fundraising and development teams with our Moves Management tracker. This dashboard visually organizes the process of moving prospective donors through the major giving process. Starting with discovery and cultivation through the completed donation, Moves Management helps organizations keep track of how they are reaching these prospects.
How Julep Data is Organized
The beginning of the new year is a great time to review your Julep data to clean up or organize your Source Codes. Understanding the difference between Fund Codes, Program Codes, Initiative Codes and Source Codes helps your nonprofit fully use all the available Julep tools and features.
Timesaver Tip: Thank You List Select + Mail Merge
The Thank You List Select tool automatically pulls a list of donors from the last three months that need to receive thank you letters or acknowledgements. This feature can be combined with the Mail Merge tool to complete the printing of letters from within Julep.Please note, the results will be on a transactional level so if a donor has made more than one gift in the period selected, and neither gift has been thanked yet, they will pull into the output once for each gift that fits the criteria
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. Scroll to the bottom of the page and click on the edit button to activate the customize feature. When you hover over each card or graph, you can either drag-and-drop each element into a new location or delete them entirely. Once the page is arranged, click on the blue checkmark button to save.