Monday, January 5, 2015

Three Simple Steps on How to Start Fresh Digitally in the New Year

By Lisa Lujan, Online Giving Coordinator, Community First Foundation

Take a deep breath. Let it out. Colorado Gives Day is over and another year has come and gone. Not only is the New Year a great time for personal and professional goals, it’s also the prime time to do some “house cleaning” to your profile on

Step 1. Clean up your profile.
This step can be as simple or complex as you want it to be. Either way it is a wonderful opportunity to add new photos or videos, remove former board members, add new testimonials or talk about what’s new at your organization and your plans for 2015.

Step 2. Add or remove administrative users.
When was the last time you looked to see who has access to your organization’s profile? An important security step, this can also be a good time to reflect on who has access to your profile and who needs it.

To review who currently has access to your nonprofit’s profile, look at the users listed on the Organization Overview tab in the Overview section of your profile. Then have a current user complete one of two forms on the Nonprofit Resources area (you have to be logged in to see this area).

Links to the forms are located on the dashboard when initially logged in – Menu | Nonprofit Resources. Then navigate to the “Request Administrative Access to Profile” or “Remove Administrative Users” links as appropriate.

Once everyone you want to have access has it, they can log in using their own login information to edit their notification preferences.

Step 3. Edit your contacts.
The Contacts tab is for and it tells us who we need to contact. Because we’re working with such a large number of nonprofits, we have four contact types per nonprofit: Head of Organization, ColoradoGives Primary Contact, Monthly Disbursement Contact and Other Newsletter Contact.

Details about each contact type can be found on the Contacts tab of your profile. Once you’ve reviewed your contacts to make sure the right person is receiving the right email, edit as necessary. This video offers a quick “how to” as well.

Take another deep breath. Relish in the delight of having made little changes that will have a big impact on your profile. Way to go and welcome to 2015!

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