Using RE/OLE for fundraisers (specifically phone a thon)

Dawn Summerland

Has anyone experience using RE and OLE for a phone a thon type of fundraiser?  If so what kind of reporting/reports did you pull?  We are a small, nonprofit radio station and are planning on using OLE donation pages for our next phone a thon but we are looking for a quick way to pull caller data (number of calls, number of gifts, total gift amount, total gift amount vs. Goal, etc).  Not wanting to reinvent the wheel, just looking to see if anyone has any experience or if RE has a way to pull that info?


Thank you so much!

Graham Getty

Dawn Summerland:

Has anyone experience using RE and OLE for a phone a thon type of fundraiser?  If so what kind of reporting/reports did you pull?  We are a small, nonprofit radio station and are planning on using OLE donation pages for our next phone a thon but we are looking for a quick way to pull caller data (number of calls, number of gifts, total gift amount, total gift amount vs. Goal, etc).  Not wanting to reinvent the wheel, just looking to see if anyone has any experience or if RE has a way to pull that info?


Thank you so much!

Dawn, here's a complete tutorial on how to pull data from RE using Power BI to post on a screen at your next phonathon (for free). The screencast walks you through the whole setup.
https://resolvedllc.com/phonathon/

Good luck!

Dawn Summerland

Graham Getty:

Dawn Summerland:

Has anyone experience using RE and OLE for a phone a thon type of fundraiser?  If so what kind of reporting/reports did you pull?  We are a small, nonprofit radio station and are planning on using OLE donation pages for our next phone a thon but we are looking for a quick way to pull caller data (number of calls, number of gifts, total gift amount, total gift amount vs. Goal, etc).  Not wanting to reinvent the wheel, just looking to see if anyone has any experience or if RE has a way to pull that info?


Thank you so much!

Dawn, here's a complete tutorial on how to pull data from RE using Power BI to post on a screen at your next phonathon (for free). The screencast walks you through the whole setup.
https://resolvedllc.com/phonathon/

Good luck!

Thanks so much!  I am hoping for something that RE has already but this seems to be worth looking into as well, i appreciate you taking the time