CrimsonRPM: Bundlers Guide to RPM

Dashboard

The RPM header displays summaries of your total pledges, money raised, and much more. Below are some dashboard widgets that can help make managing your fundraising effortless:

Donation Manager

This dashboard widget allows bundlers to easily access the following options:

  • Take a Pledge
  • Fulfill a Pledge
  • Process a Donation

Click any option, and follow the steps to complete the desired request.

Contacts

From this widgets list of contacts, click View for any single record to see their profile information.

From their profile, view further options:

  • Process a Donation
  • Record a Pledge
  • Send an Email

Click any option, and follow the steps to complete the desired request.

Connections


This dashboard widget allows bundlers to quickly see their own totals, as well as the bundler that roll up to them.

To view and print downlines with further bundler details in PDF or Excel:

  1. Find the widget labeled Connections
  2. Scroll down the widget to view downline. Or click View and Print Downline using the link at the top.

Contacts

This menu allows bundlers to add their contacts to RPM.  They can be added manually, imported by CSV, or Google Contacts can be loaded.

Add Contact

  1. To add contacts manually, go to the Contacts tab and then click Add Contact.
  2. Fill out the necessary information for the contact. Only First and Last name are required. Note: There are four contact information pages available: Basic, Employer, Contact, and Misc. The information entered on one page will not be erased if another is clicked.
  3. When done, click Save Contact.

Import CSV

  1. To add contacts via CSV file, go to the Contacts tab and then click Import CSV.
  2. Next, download a sample CSV file by clicking Download Template.
  3. Add your contacts to the CSV file while noting the format of the spread sheet. Make sure that your information is in the right columns before uploading the file to prevent contact information from being uploaded into the wrong fields.
  4. Save your spreadsheet as a .CSV file. Remember to follow the format of the sample template.
  5. Select the CSV file you have just created by clicking Upload CSV file Browse
  6. Once the file is selected, validate the CSV file by clicking Validate CSV File.
  7. Review the potential contacts.
  8. Click Submit Contacts to add them to your contacts list.

Note: You may also use the Google Contacts Import feature to add contacts.

View More Info

From the list of contacts on the Contacts tab, click View More Info for any record to see their profile and options for processing a donation, taking a pledge, or sending an email to the individual contact.

Donations

This menu allows you to take manage and complete donations and pledges. Click the Donations drop down menu to view the following options.

Donations to Date

This option will show a list of Donations to Date for the bundler logged in. Click View more Info for any record to see their profile and options for processing a donation, recording a pledge, or sending an email to the individual contact.

Take a Pledge

You may begin recording a pledge by selecting the Take a Pledge link.  This will start a stepped donation wizard that will guide you through the process.  Required fields are denoted.

Fulfill a Pledge

This will display a list of open pledges to date.  Click Fulfill Pledge when ready to enter the donor’s payment information to fulfill the pledge.  This will start a stepped donation wizard that will guide you through the process.  Required fields are denoted.

Process a Donation

You may begin processing a donation by clicking the Process a Donation link.  This will start a stepped donation wizard that will guide you through the process.  Required fields are denoted.

Share Donation Form

Selecting the Share Donation Form link will allow you to copy the link to RPM’s hosted contribution page for donors, or post it to Facebook or Twitter.

 Share donation form on social media

 

Email

Send an Email

Use this option to email multiple contacts donation forms to complete online or print and mail in.

  1. First, ensure you have uploaded the contacts you wish to send to (please refer to above instructions to add contacts).
  2. Then, navigate to the Email
  3. Click on Send an Email
  4. To select email recipients, click the To link next to the recipient field.
    1. Here, use the checkboxes to the right to select contacts.  To filter your contacts, enter filtering criteria. Click Add Recipients when done selecting contacts.
  5. Select the Source Code related to the email being sent. Note: Source Codes are created by the campaign.  The campaign may also create templates for the emails related to the Source Code.
  6. You may edit the subject and body fields of the Source Code template if needed.
  7. You may Attach a file if needed.
  8. Select whether you would like to create a pledge for the contacts. (Note: This pledge amount will be pre-filled in the amount field on the donor form link they receive.)
  9. Click Send Email when done. 

The contacts will receive an email with your subject, body, and attachment that also contains a unique link to an online donor form that can be submitted electronically or printed and mailed.

Please note: The donor form links that are included in the email message are unique to the person you send it to.  Please do not reuse these links for other contacts.

Invite to an Event

Use this option to email multiple contacts an event donation form to complete online or print to mail in.

  1. Navigate to the Email
  2. Click on Invite to an Event.
  3. Select the Event Code related to the email being sent. Note: Event Codes are created by the campaign.  The campaign may also create templates for the emails related to the Event Code.
  4. To select email recipients, click the To link next to the recipient field.
    1. Here, use the checkboxes to the right to select contacts.  To filter your contacts, enter filtering criteria. Click Add Recipients when done selecting contacts.
  5. You may edit the subject and body fields of the email if needed.
  6. You may Attach a file if needed.
  7. Select whether you would like to create a pledge for the contacts. (Note: This pledge amount will be pre-filled in the amount field on the donor form link they receive.)
  8. Click Send Email when done.

 

The contacts will receive an email with your subject, body, and attachment that also contains a unique link to an online donor form that can be submitted electronically or printed and mailed.

Please note: The donor form links that are included in the email message are unique to the person you send it to.  Please do not reuse these links for other contacts.

Email Analytics

This menu displays all emails sent to all contacts which include details when the email was sent, when the email was opened, if the donor clicked the link in the email and if a pledge was fulfilled for that donor.

Campaign Messages

This menu displays important campaign messages sent directly by the campaign to all bundlers.

Events

This tab displays a monthly calendar view of Events shared by the campaign with their bundlers.

Click an event to see further details.

Click Export to download the details.

 

 

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