Introducing Track, the new Apply Mode copy

Track, our new-and-improved Apply Mode is finally here! We heard your feedback and have made many exciting updates. You can read all about the updates here or join us in a live webinar on Thursday Sept 7th from 2 to 3PM ET. Register here.

Supercharge your tracking with six new fields in Track

• When a donor is in the Saved status:
  • Donation: We noticed many of you were writing out what each donor gives in Notes. We now pull in information on what donors typically give in the Saved view so you don’t have to click on the Donor to find out.
  • Apply by: Many of you have told us how you wish you could group your applications by application method. Yes, we heard you! Now, you can see each donor’s application method and group them with Sort.
  • Approval rate: For Pro members, you can now see donors’ average approval rates in the Saved view. This will help you prioritize applying to donors with the highest approval rates.
  • Value (avg): For Pro members, you can now see donors’ average donation values in the Saved view. You can use this data to decide which donors to apply to first.
• When a donor is in the Applied status:
  • Request date: we’ve renamed “Date applied” to “Request Date” to capture the date you submitted the donation request application.
  • Donation: We’ve renamed “Requested item(s)” to Donation.
• When a donor is in the Approved status:
  • Response date: Fill in the date when the donor responded to your request.
  • Receive by: Enter information about how you’re supposed to get the item. The options are Mail , Pick up , Electronic .
• When a donor is in the Declined status:
  • Response date: Fill in the date when the donor responded to your request.
  • Decline reason: Note the decline reason so you can decide whether or not to apply to this donor again for your next fundraiser.

Easily find what you need with fewer fields per status

We now only display the most relevant fields for each status view. You can quickly record and spot the information you need without having to scroll to find the right field. To access all of the fields, see Expand (up next).

Update data faster in mobile with Expand

To see and edit all of your fields, simply expand the record to the left of the table row (on desktop) or to the right of the Donor’s name (on mobile). Expand makes updating data in mobile easier than ever.

Sort is finally here

Every column now comes with Sort for Pro and Plus members. Use this powerful feature to quickly find the donor you need.

Tracking donor information has never been easier

Now when you update an application’s status, we prompt you to enter important information about your application. Never miss a critical detail again.

We hope these powerful features save you precious time during your day. If you have any feedback, share it with us here.