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How TracksGiving can help you
 implement your campaigning
software up quicker and faster?

                              - Ritvvij Parrikh
Agenda


-   What
-   Functionality
-   Existing Apps
-   Why
-   Demo
-   Customize
#1 - What
What?

TracksGiving is a web based, API driven, micro-donation platform. It:

•Complete: Has most of the functionality required to run any campaign that has
charitable giving as one of its goal.

•Latest and Greatest: Uses the industry-best practices in both technology and
cause marketing

•White-labeled, back-end: Being API driven, you can leverage TracksGiving as a
back-end system.

•Transparency: TracksGiving provides an experimental donation tracking
mechanism to improve transparency and trust in your giving campaign.

•Thus it will always be cheaper, holistic and more effective to build the software
needed for your cause marketing campaign as an app on TracksGiving than build
from scratch.
Are you running a cause marketing campaign?

You are most probably running a cause marketing campaign if it involves the
following parameters:

•At least 3 parties: Corporate / Business, Charity and Individual
•Involves donations
•Businesses are measuring analytics
#2 - Functionality
Functionality for business

• Design a campaign: No one size fits all. Configure your campaign, its
  parameters, causes and charities to support, etc. based on your requirements.

• Consistent communication experience: Define how and when you want to
  communicate with your end-users / individuals and TracksGiving provides each
  one of them with the same experience.

• Accounting: TracksGiving manages accounting of all donations. It also helps
  the business in managing fund disbursement to the charities.

• Dashboards: to continuously monitor the campaign
• Escrow Functionality: Pledge a donation today but commit it on a future date.
  Until that date, the donation can be canceled or rescheduled. This is an
  important feature for Cash on Delivery orders, Gift Cards, etc.

• Multi-channel support: Run the campaign from multiple front-ends like stores,
  e-commerce sites, social media, branches, etc.

• Built-in CRM: The Built-in CRM helps you to view all details of your customer in
  one page. This is helpful when answering customer doubts.
Functionality for charities

• Donation Processing: TracksGiving collects donor information, donations
  collected and from whom

• Collections: TracksGiving helps in managing collections from businesses and
  runs a dunning strategy to remind businesses if they go overdue.

• Tax exemption receipt generation: Automate generation and sending of tax
  exemption receipts, even for micro-donations.

• Report Sending: Upload your reports on TracksGiving and we send it out to
  those who donated to that project.

• Built-in CRM: The Built-in CRM helps you to view all details of your customer in
  one page. This is helpful when answering customer doubts.

• Dashboards: to continuously monitor the campaign.
• Bank account reconciliation: TracksGiving also operates in non-billed mode i.e.
  each individual donation is accounted for. In this case, the charity can simply
  upload its bank account statement and TracksGiving will help map out
  collections, reducing overheads.
Functionality for individuals

• Front end: Individuals get a front-end login to keep a record of their giving
• Tracking Functionality: An individual can see where his donation, when it will
  reach the charity, the deductions made and the social impact it has made.

• Manage his tax exemption receipts
Communication Management

Integrate effective email campaigns within your cause marketing to improve
brand reiteration.

•Assured Delivery of Emails: TracksGiving uses the best of industry standards in
email sending to ensure no email lands in customer’s SPAM folder.

•Email Designing: TracksGiving allows you to design your HTML emails
templates with complete creative freedom.

•Personalize emails: TracksGiving supports the concept of merge tags i.e. write
<%=user%> in your email design and TracksGiving replaces it with actual
recipient’s name when the email is sent out.

•Automated email sending: Define when is the email to be sent e.g. when the
donation was made, when the donation reached the charity, etc. TracksGiving
will then automatically send out both HTML and Plain Text emails.

•Know if your emails are effective: Know if the email recipients received email,
opened it, printed it, forwarded it, clicked in the email, used which browsers, etc.
Existing cause marketing apps

•   Electronic Donation Box (Live)

Leverage the TracksGiving Platform to transparently manage any campaign that
    has charitable giving as a goal.

•   Payroll Giving System (Live)

Allow employees to give and payroll team to manage the process with ease.

•   Charity Home (under development)

Rent out an advertising property (bill board) on an individual’s browser
    homepage to run targeted, full-screen advertisements and measure
    outreach. 75% of the advertisement budget goes to charity.

•   Referral Engine (under development)

Use the power of charity to encourage customers to personally refer a business
    to friends and family.
#3 - Why
Why us?

• Instant Online Presence: TracksGiving provides public profiles for business,
  charity, individuals, campaigns and projects.

• Safe and Secure: Uses the best of web security
• Scalable: Deployed on Heroku, Amazon EC2 Cloud and Amazon S3
• Multiple Integration Options: Excel, Web form, APIs
• Platform Independent: Works on any platform (Mac, Windows, Linux)
• Mobile Ready: Accessible from any smart phone or tablet via Internet
• No IT guy required: TracksGiving is managed software like GMail. Hence you
  do not need in-house IT team.

• Latest and Greatest: You will get the latest version free of cost.
• Internationalize: Open up TracksGiving to new currencies, addresses, tax
  exemption functionality and languages.

• Extendible Design: TracksGiving was built with an extendible design. Based on
  your requirement, TracksGiving can be customized with ease.
Why us? ...

• No lock-in contracts: You can quit without early termination fees.
• Data Ownership: We do not hold you hostage to your data. You can leave with
  your data. Request a data export and we will give you all your data in 15
  working days.

• Pay as you go: TracksGiving is offered as a service, hence you pay as you go.
#4 - Demo
Campaign Public Profile
Business’s Public Profile
Charity Public Profiles

•   Each charity gets the following public profiles to improve the trust-worthiness of the campaign.
    Moreover, it provides end-users with reading material about the charities.

•   1) Charity Public Profile          2) Charity Project Public Profile
Sample email
Email Analytics
#5 - Customize
Customize

You can directly use TracksGiving APIs to self-implement your cause marketing
app.



OR



You can request us to:
•Customize TracksGiving to your needs
•Build new features
•Build a completely new cause marketing app
Thank you!
Website: www.tracksgiving.com
Email: info@tracksgiving.com 
Phone: 9987912526

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How TracksGiving can help you implement your campaigning software up quicker and faster?

  • 1. How TracksGiving can help you implement your campaigning software up quicker and faster? - Ritvvij Parrikh
  • 2. Agenda - What - Functionality - Existing Apps - Why - Demo - Customize
  • 4. What? TracksGiving is a web based, API driven, micro-donation platform. It: •Complete: Has most of the functionality required to run any campaign that has charitable giving as one of its goal. •Latest and Greatest: Uses the industry-best practices in both technology and cause marketing •White-labeled, back-end: Being API driven, you can leverage TracksGiving as a back-end system. •Transparency: TracksGiving provides an experimental donation tracking mechanism to improve transparency and trust in your giving campaign. •Thus it will always be cheaper, holistic and more effective to build the software needed for your cause marketing campaign as an app on TracksGiving than build from scratch.
  • 5. Are you running a cause marketing campaign? You are most probably running a cause marketing campaign if it involves the following parameters: •At least 3 parties: Corporate / Business, Charity and Individual •Involves donations •Businesses are measuring analytics
  • 7. Functionality for business • Design a campaign: No one size fits all. Configure your campaign, its parameters, causes and charities to support, etc. based on your requirements. • Consistent communication experience: Define how and when you want to communicate with your end-users / individuals and TracksGiving provides each one of them with the same experience. • Accounting: TracksGiving manages accounting of all donations. It also helps the business in managing fund disbursement to the charities. • Dashboards: to continuously monitor the campaign • Escrow Functionality: Pledge a donation today but commit it on a future date. Until that date, the donation can be canceled or rescheduled. This is an important feature for Cash on Delivery orders, Gift Cards, etc. • Multi-channel support: Run the campaign from multiple front-ends like stores, e-commerce sites, social media, branches, etc. • Built-in CRM: The Built-in CRM helps you to view all details of your customer in one page. This is helpful when answering customer doubts.
  • 8. Functionality for charities • Donation Processing: TracksGiving collects donor information, donations collected and from whom • Collections: TracksGiving helps in managing collections from businesses and runs a dunning strategy to remind businesses if they go overdue. • Tax exemption receipt generation: Automate generation and sending of tax exemption receipts, even for micro-donations. • Report Sending: Upload your reports on TracksGiving and we send it out to those who donated to that project. • Built-in CRM: The Built-in CRM helps you to view all details of your customer in one page. This is helpful when answering customer doubts. • Dashboards: to continuously monitor the campaign. • Bank account reconciliation: TracksGiving also operates in non-billed mode i.e. each individual donation is accounted for. In this case, the charity can simply upload its bank account statement and TracksGiving will help map out collections, reducing overheads.
  • 9. Functionality for individuals • Front end: Individuals get a front-end login to keep a record of their giving • Tracking Functionality: An individual can see where his donation, when it will reach the charity, the deductions made and the social impact it has made. • Manage his tax exemption receipts
  • 10. Communication Management Integrate effective email campaigns within your cause marketing to improve brand reiteration. •Assured Delivery of Emails: TracksGiving uses the best of industry standards in email sending to ensure no email lands in customer’s SPAM folder. •Email Designing: TracksGiving allows you to design your HTML emails templates with complete creative freedom. •Personalize emails: TracksGiving supports the concept of merge tags i.e. write <%=user%> in your email design and TracksGiving replaces it with actual recipient’s name when the email is sent out. •Automated email sending: Define when is the email to be sent e.g. when the donation was made, when the donation reached the charity, etc. TracksGiving will then automatically send out both HTML and Plain Text emails. •Know if your emails are effective: Know if the email recipients received email, opened it, printed it, forwarded it, clicked in the email, used which browsers, etc.
  • 11. Existing cause marketing apps • Electronic Donation Box (Live) Leverage the TracksGiving Platform to transparently manage any campaign that has charitable giving as a goal. • Payroll Giving System (Live) Allow employees to give and payroll team to manage the process with ease. • Charity Home (under development) Rent out an advertising property (bill board) on an individual’s browser homepage to run targeted, full-screen advertisements and measure outreach. 75% of the advertisement budget goes to charity. • Referral Engine (under development) Use the power of charity to encourage customers to personally refer a business to friends and family.
  • 13. Why us? • Instant Online Presence: TracksGiving provides public profiles for business, charity, individuals, campaigns and projects. • Safe and Secure: Uses the best of web security • Scalable: Deployed on Heroku, Amazon EC2 Cloud and Amazon S3 • Multiple Integration Options: Excel, Web form, APIs • Platform Independent: Works on any platform (Mac, Windows, Linux) • Mobile Ready: Accessible from any smart phone or tablet via Internet • No IT guy required: TracksGiving is managed software like GMail. Hence you do not need in-house IT team. • Latest and Greatest: You will get the latest version free of cost. • Internationalize: Open up TracksGiving to new currencies, addresses, tax exemption functionality and languages. • Extendible Design: TracksGiving was built with an extendible design. Based on your requirement, TracksGiving can be customized with ease.
  • 14. Why us? ... • No lock-in contracts: You can quit without early termination fees. • Data Ownership: We do not hold you hostage to your data. You can leave with your data. Request a data export and we will give you all your data in 15 working days. • Pay as you go: TracksGiving is offered as a service, hence you pay as you go.
  • 18. Charity Public Profiles • Each charity gets the following public profiles to improve the trust-worthiness of the campaign. Moreover, it provides end-users with reading material about the charities. • 1) Charity Public Profile 2) Charity Project Public Profile
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  • 23. Customize You can directly use TracksGiving APIs to self-implement your cause marketing app. OR You can request us to: •Customize TracksGiving to your needs •Build new features •Build a completely new cause marketing app
  • 24. Thank you! Website: www.tracksgiving.com Email: info@tracksgiving.com  Phone: 9987912526