CRM Tools
How to Get the Most Out of UkuuPeople's Sales Management System
Yes, you can easily manage leads and maximize sales using our sales pipeline plugin. And you don’t even have to be doing sales. We have nonprofit organizations that love this tool and use it to manage all their leads. Call it an Opportunity Manager, a Leads Manager, a Sales Manager, a Pipeline to track a…
Read MoreUnleash the Power Of Awesome Email: UkuuPeople Tribes + MailChimp
By Marisa Porter and Titania Porter If you use MailChimp’s great tool for your email marketing, we have good news for you! You have half the equation you need to unleash the power of a great email marketing tool and a great contact manager. Many people start out building their email lists the same way…
Read MoreSegmenting Email Lists by Donation Amounts
We love to use email segmentation because it helps create more focused email campaigns. Categorizing contacts also gives you a clearer picture of your audience and their interests. Let me show you one way a nonprofit might want to segment its contacts with the following fictional example. This particular example requires a little more effort…
Read MoreCustomer Profile for UkuuPeople's Sales Bundle Users
This is part three of our series on what kind of people have found our bundled add-ons to be useful. So far, we looked at our level one package—the Basic Bundle—and found that its top three markets were Personal Websites/Bloggers, WordPress Site Builders, and Real Estate Marketers. The Nonprofit Bundle customer profile was pretty straightforward.…
Read MoreNonprofit Bundle Setup – Setting Up GiveWP and More
As I mentioned in the last article about our Nonprofit Bundle Users, we want to do all we can to help you get a great start with UkuuPeople. That’s why we make sure we have friendly staff managing the help desk. It’s why we encourage you to ask any question at any time. And it’s…
Read MoreNonprofit Customer Profile for UkuuPeople Nonprofit Bundle Users
The nonprofits using UkuuPeople (pronounced OO-koo PEE-pl) are humans with a lot of heart. But, after doing some research, I have to conclude that the nonprofits using UkuuPeople also seem to be a niche of their own. That’s a group of nonprofits in which: 100 percent are serving a local city, county, or community. 100…
Read MoreUsing Gravity Forms to Add Specific Types of TouchPoints to Your Contact Records
In the last article, we talked about adding contacts that sign up via one of your Gravity Forms to specific Tribes so that you can easily segment your lists. There’s another type of feed you can set up between Gravity Forms and UkuuPeople that automatically creates a TouchPoint in relation to a contact when they…
Read MoreUsing Gravity Forms to Segment Your Contacts into Tribes
The integration we have made between UkuuPeople and Gravity Forms (the most-loved form builder for WordPress) allows you to map specific forms to specific Tribes. For instance, if you have a form set up inviting people to opt into your email newsletter, you can assign all signups from that form to your “Newsletter Signup” Tribe.…
Read MoreHow Email Segmentation Can Help Nonprofits Increase Donations
If I ask “have you taken the time to segment your nonprofit’s contact list?” does your stress level go up a little? We know that segmentation takes time and effort, luxuries your nonprofit might not have. But what if I told you that segmenting your contact list can actually help improve your nonprofit’s communications and…
Read More10 Ways A Contact Manager Can Make a Nonprofit More Efficient
by Marisa Porter and Kelly Kulp One. Understand your target market. Demographic. Constituents. Donors, contacts, whatever you call your people. They’re the ones who care and give. If your approach to contact management is haphazard and disorganized, your engagement and donations will be haphazard and disorganized. Two. Keep all your contact data in the cloud, to…
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