FundTrack Software for Donor Management Solutions

Frequently Asked Questions

ePhilanthrAppeal

General Questions

What kind of organizations can use ePhilanthrAppeal?
Almost any "Nonprofit" can use ePhilanthrAppeal. A representative sample of the types of organizations that can use ePhilanthrAppeal are: Health Services, Human Services, Animal Services, Senior Services, Memberships, Associations, Education, Political, the Arts, and many more.

What are the system requirements?

ePhilanthrAppeal is hosted so there is nothing to install. All you need is an Internet connection and a web browser.

How long does it take to implement ePhilanthrAppeal?
You can be up and running in a few as two or three days after you sign up. Since ePhilanthrAppeal makes it easy to import constituent demographic data yourself, you don't have to wait and pay for expensive conversion services.

How much training do we need?
ePhilanthrAppeal has been designed with an intuitive interface that most users can pick up in a few hours with no formal training. We do however, include two hours of online training when you organization signs up for our services.

Do we own our data?

Yes, and you have access to download to Excel or be sent a backup copy of the SQL Server data file.

Can I send data to Outlook, QuickBooks and others?
Yes. ePhilanthrAppeal can send communication reminders to your local Outlook calendar. Also, you can export data to an Excel or CSV for import into your accounting General Ledger.

Can I customize ePhilanthrAppeal for my organization?
ePhilanthrAppeal includes custom fields, custom values, and as options you can include customized web pages for your donors to make donations, register for events, pay and renew memberships, as well as submit interests in volunteer opportunities online.

How does ePhilanthrAppeal handle access when I am out of the office?
ePhilanthrAppeal's powerful Alert capability can send emails to your iPhone or smartphone for events where you request this type of notification (e.g. online donations received or gifts of a predetermined amount are entered). And since ePhilanthrAppeal is available on the Web, you can log-in with your username and password from any computer with Internet access.

What if I need special assistance with converting and importing data?
While our import tools allow you to load the most common types of demographic data into ePhilanthrAppeal yourself, we offer services to assist in special conversions of data, if needed. Please contact sales at sales@fundtracksoftware.com to get a quote for a special conversion if that is required. Most conversion projects are quick and inexpensive.

What is the Implementation Process?

You send us a sample or complete file of your current data for review. We need to see how your current data will map to the ePhilanthrAppeal system.
Next we create a special data migration process to move your data into the ePhilanthrAppeal system. This process is created prior to you starting to use ePhilanthrAppeal. Once this process is complete, we would request a current file of your current data. This keeps your downtime to a minimum.
We schedule training for your organization.

Once your data is migrated and your organization has been added to the ePhilanthrAppeal system, your ready for training
We offer the following training options:

Video Training - These recorded video trainings are optional and can be added to your help navigation. Contact sales for more information.
Web Training - This is a web-based training via screen sharing and conference call. Up to 15 staff members can connect to this type of training from anywhere with an Internet connect and a phone or properly equipped computer.

If you will be taking advantage of any our integrated online donation/registration/membership or volunteer opportunity pages, we will work with you to design and link them to your website.

Pricing and Cancellation

What if I decide to cancel?
No problem. Simply notify FundTrack Software 30 business days before the end of the month, and your service will be cancelled at month-end. You will not be charged for future months and there is no penalty or cancellation fee.

How much does ePhilanthrAppeal cost?
Visit our Pricing page for current pricing.

What commitment do you need from me?
There are no long-term sales contracts with ePhilanthrAppeal. You simply agree to abide by our standard terms and conditions of use and payment of the initial setup fee, selected options, and the first month's subscription. Once your account has been established, you'll just pay your monthly subscription fee based on the number and types of users you want to use. If you'd like to sign an annual commitment, we do offer a pricing discount.

Can I get my data if I stop using ePhilanthrAppeal?
Yes. You can export your organization's data directly from within ePhilanthrAppeal.

Security and Reliability

Security

Will my data be kept private and safe?
Absolutely. We're totally committed to keeping your data private and secure. Our servers are protected behind firewalls and located in a top-tier, secure data center.

Will FundTrack Software ever use my data?
No. Your data belongs to you, and you alone. We will never allow anyone else to ever view or have access to your information under any circumstances, guaranteed. Our data center partners are industry leaders who have taken measures to ensure the highest level of security for your information.

Do you offer SSL encrypted access to my account?
Yes. All ePhilanthrAppeal plans offer the ability to active SSL encryption for your account. When activated, all users from your organization will be directed to a secure, encrypted connection with ePhilanthrAppeal each time they login.

Reliability

How reliable is your hosted service?
FundTrack Software has partnered with a world-class hosting company that manages the network and server infrastructure to insure reliability, performance, and security for our customer's data and services:

The Network. The data center has high-bandwidth network connections consisting of three fiber rings with dual entry points. They have demonstrated over 99% network availability.
Security and Monitoring. The data center is equipped with state-of-the-art security including card readers, biometrics, and intrusion detection. Environmental monitoring sensors detect variations in temperature and humidity, as well as smoke and other changes in critical areas. The on-site network operations center is staffed 24 x7 with expert personnel.
Uninterruptible Power and HVAC: With a redundant, uninterruptible power system and backup generator, the data center is engineered to deliver seamless power and redundant HVAC systems to keep ePhilanthrAppeal up and running and available to you.

Is my data backed up?
Yes. All of the data in your ePhilanthrAppeal account is backed-up nightly and multiple copies of the backups are retained in order to facilitate quick restoration in the unlikely event of a system failure.

How scalable is the ePhilanthrAppeal application?
FundTrack Software's applications have the capacity to scale to an enterprise of any size. The architecture behind ePhilanthrAppeal was designed from the ground up to support hundreds of users and organizations. Our applications are based on Microsoft .NET, run on Microsoft operating systems and SQL Server databases, and are housed at a Tier 1 data center. FundTrack Software is also a Microsoft Certified Partner.

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