What is the “Search and Select Owner” Page?

Sometimes, you or your staff will need to enter registration information on behalf of a constituent. To make it easy for administrators to register other people, you can use the Search and Select Owner page to look up the constituent’s member profile at the beginning of the registration process.

When a logged-on administrator begins a registration or reservation, the Search and Select Owner page is automatically displayed. When you select an owner, all of the information associated with that person—name, email address, etc.—will automatically be available for you to use during the registration. You can even access a list of people that the member has signed up before!

To search for and select the registration owner, follow these steps:

  1. In the fields, enter identifying information about the registration owner.
  2. Click Search. A list of member profiles matching the criteria will be displayed.
  3. If the registration owner’s profile is in the list, click Select and continue the registration.
  4. If the registration owner’s profile is not displayed, enter different criteria or click New Owner to begin the registration process.

For programs that use Group Signup, the Select Group page is displayed instead so you can look up existing information about the group.

All Basic Administrator Training Webinars Available Online

Videos for all three of the basic administrator training videos are now available online. These webinars are useful for new staff who’ve joined your organization as well as existing staff who haven’t been trained or who’d like to brush up their basic skills. (If your organization only has one person who uses Doubleknot, it’s a good idea to designate and train at least one backup administrator.)

  • Basic Administrator Training 1 of 3: Topics include setting up financial accounts, configuring calendar activity events for named and unnamed registrants, using registrant attributes and testing events.
  • Basic Administrator Training 2 of 3: Topics including using event forms, setting up payment schedules and billing reminder notifications, and posting payments and adjustments to a registration.
  • Basic Administrator Training 3 of 3: Topics include copying events, copying and moving registration forms, moving registrations from one event to another, setting up event categories, understanding event reports and using the Communication Center.

Mobile-Friendly Registration Pages for All Organizations On April 29, 2015!

We’re pleased to announce that our new mobile-friendly registration pages will be available for all of our clients on 4/29/2015. Several organizations already use the mobile-friendly pages and report that they’re attractive and easy to use on smartphones and tablets as well as on desktop computers.

Mobile-friendly registration and payment pages. Click the image for a larger view.

Doubleknot's Mobile-Friendly Registration and Payment Pages

The pages will be implemented for the purchase of calendar activity events, memberships, facility reservations, dues and fundraisers. They will be implemented for program registration after summer camp signups are complete. You don’t need to make any changes to your site—the new pages will seamlessly integrate with all of your existing events.

Basic Administrator Training Webinar #1 Available Online

If you missed last week’s Basic Administrator Training webinar, click here to watch it online.

This is the first of three webinars about basic administrative tasks in Doubleknot. The next two webinars will take place this week:

Basic Doubleknot Administrator Training 2 of 3
Date: Tuesday, April 21, 2015
Time: 2 PM Eastern/11 AM Pacific
Register: https://attendee.gotowebinar.com/register/7938247818868709889

WebinarRegisterButtonSmaller

Basic Doubleknot Administrator Training 3 of 3
Date: Wednesday, April 22, 2015
Time: 2 PM Eastern/11 AM Pacific
Registerhttps://attendee.gotowebinar.com/register/408287516021520129

WebinarRegisterButtonSmaller

Re-engaging Lapsed Donors with Surveys

Fundraising Success has a great article by Angie Moore about how a thoughtful survey from a nonprofit made her decide to start donating again! The survey included questions about how she originally got involved in the organization, about what mattered to her personally, and about how well the organization is communicating with her. At the end of the survey, she decided to donate to them again.

Surveys are a great way to engage both your current and your lapsed constituents. Doubleknot’s full-featured Surveys tool makes it easy to ask the exact questions you need to understand their connection to your organization. Documentation on using the Surveys tool is located on the User Manuals page and in the online help (click Help at the top of any Doubleknot page.)

Infrastructure Upgrade Scheduled for Friday 4/17/2015

We’re performing a significant upgrade of our servers and network infrastructure from 9 PM PDT on Friday, April 17 to 3 AM PDT on Saturday, April 18. During this time, Doubleknot services will not be available.

The upgrade reflects our continuing investment in providing the most advanced architecture available for your online services. The benefits of this upgrade include:

  • Responsiveness: Our new infrastructure will provide even faster response times.
  • Scalability: We’ll be able to spin up additional servers in real time to meet seasonal demand.
  • Futureproofing: This upgrade lays the groundwork for future enhancements including the deployment of a content delivery network (CDN), which will further speed the delivery and display of your pages by storing materials on servers in your geographical region.

This upgrade is an example of our commitment to delivering our clients the most reliable cloud services in the industry. Thank you for your continued support!

It’s National Volunteers Week! Reward Your Volunteers.

It’s National Volunteers Week! Here are a few ways that you can recognize your hard-working, dedicated volunteers:

  • Recognize your top performers in your newsletter and on your web site.
  • Check in personally with your volunteers—a personal call or message of acknowledgment goes a long way.
  • Hold a Volunteer Appreciation event.
  • Offer free admission or discounts on popular programs.
  • Designate a “volunteer of the month” parking space.

An ongoing recognition program can increase volunteer support, forge stronger bonds and improve volunteer recruiting and retention. So, even though there’s only one week “officially” dedicated to volunteers, efforts to recognize and reward volunteers are crucial year-round.