Giving Funnel — All Clients (30 Days)
Funnel Report ›Print QR scans are merged with email and text clicks, so physical and digital pieces report in one funnel.
Production Calendar — August 2026
Open Full Calendar ›Pending Payments
2 accounts with overdue balances
- St. Michael's Parish — $748.50 overdue (Wave 2 print)
- Kingdom Life Church — $499.00 setup fee unpaid
Channel Health (30d)
| 📧 Email open rate | 38.4% |
| 📱 Text click rate | 21.7% |
| ✉ Print QR scan rate | 16.5% |
| 📣 Social engagement | 4.9% |
| 🚫 Unsubscribes | 0.3% |
This Week's Auto-Reports
3 reports sending Monday 6 AM
- Grace Community — Wave 2 Report
- First Baptist — Wave 3 Report
- St. Michael's — Wave 1 Report
Send Volume This Month
Email 9,640 / 25,000 • SMS 4,120 / 10,000 • Print 4,310 pieces
Manage Sending Limits →Client Organizations
Export CSV ›| Organization | Sales Rep | Campaigns | YTD Revenue | Status | |
|---|---|---|---|---|---|
| Grace Community J. Wilson • Growth • Protestant |
M. Reynolds | 2 active | $7,275 | ● Active | Login as Client → |
| St. Michael's Parish Fr. O'Brien • Starter • Catholic |
M. Reynolds | 1 active | $2,499 | ● Active | Login as Client → |
| First Baptist D. Johnson • Diocese • Protestant |
S. Alvarez | 5 active | $31,200 | ● Active | Login as Client → |
| Kingdom Life Church P. Harris • Growth • Protestant |
House | 0 (draft) | — | ⚠ Setup | Login as Client → |
| Resurrection Lutheran M. Chen • Starter • Protestant |
M. Reynolds | 1 completed | $4,225 | ● Active | Login as Client → |
| Our Lady of Peace Sr. Margaret • Growth • Catholic |
S. Alvarez | 1 setup | — | Setup | Login as Client → |
🔒 Login as Client opens that organization's dashboard in impersonation mode — every action is logged to the audit trail.
Pieces Sent (Last 30 Days)
Full Report ›| Channel | Pieces | Trend |
|---|---|---|
| 9,640 | ▲ 12% | |
| 📱 Text / SMS | 4,120 | ▲ 8% |
| 📣 Social Media | 1,060 | ▲ 21% |
| ✉ Print (mailed) | 4,310 | ▶ flat |
Next Batches — All Clients
Production Calendar ›| Date | Client / Wave | Channels | Pieces |
|---|---|---|---|
| Aug 11 | Grace Community — Wave 3 | Print + Email + Text | 2,350 |
| Aug 13 | First Baptist — Wave 4 | Email + Social | 1,870 |
| Aug 18 | St. Michael's — Wave 2 | Print + Email + Text | 1,610 |
Batches lock 72 hours before send for print production and list suppression.
QR Code Tracking — Scan & Conversion
Download QR Report ›| Campaign / Batch | Landing Page | Scans | Gifts | Conversion |
|---|---|---|---|---|
| Grace Stewardship — Wave 1 | /give/grace-stewardship-2026 | 412 | 86 | 20.9% |
| Grace Stewardship — Wave 2 | /give/grace-stewardship-2026 | 300 | 61 | 20.3% |
| St. Michael's Offertory — Wave 1 | /give/stmichaels-offertory | 486 | 98 | 20.2% |
| First Baptist Building — Wave 3 | /give/firstbaptist-building (email link) | 710 | 122 | 17.2% |
Every printed piece carries a batch-unique QR code pointing to the campaign's co-branded giving page, so physical mail is tracked to the gift just like digital.
A/B Test — Grace Wave 2 Subject Lines
| "Your family's part in our story" Winner | 44.1% open |
| "2026 Stewardship update" | 31.6% open |
Winner auto-sent to the remaining 80% of the list after a 4-hour test window.
UTM & Attribution
All links auto-tagged: utm_source=email utm_campaign=grace-w3 qr_batch=w3-print
Gifts attribute to first touch, with multi-touch view in reports.
Segments Across Clients
+ New Segment ›| Segment | Rule | Households | Avg Gift |
|---|---|---|---|
| Faithful Givers | Gave 4+ times in 12 mo | 3,120 | $212 |
| Occasional Givers | 1–3 gifts in 12 mo | 3,890 | $88 |
| New / Young Families | Joined < 24 mo or head-of-house < 40 | 2,140 | $46 |
| Spanish-Preferred | Language preference = ES | 1,485 | $74 |
| Lapsed 12+ mo | No gift in 12 mo, prior donor | 785 | — |
Segments drive channel mix and ask amounts — data mining matches each donor with the right level of support.
List Hygiene
| NCOA address updates (30d) | 184 |
| Duplicates merged (30d) | 96 |
| Bad emails cleaned (30d) | 211 |
| Bounced & held | 57 |
AI Data Scrubbing
Nightly jobs de-duplicate, standardize addresses, and flag household links across every client CRM.
View Scrub Log →Template Library
Brand Kits ›Merge fields available in every template:
Donor Journeys
+ Build Journey ›New Donor Welcome
Trigger: first gift • 3 emails + 1 printed thank-you over 30 days
Lapsed Giver Win-Back
Trigger: 90 days inactive • email + text + letter if no response
Recurring Gift Nudge
Trigger: 3 one-time gifts in 6 months • invite to monthly giving
Pledge Reminder Sequence
Trigger: pledge unpaid at 30/60/90 days • gentle email + letter
First-Time Guest Follow-Up
Trigger: new record from connect card • welcome series, no ask for 60 days
Journey Guardrails
Journey Performance
Automated journeys drove $31,480 in gifts last quarter — 17% of all attributed giving.
Full Journey Report →Post Queue
+ Schedule Post ›| When | Client / Post | Network | Status |
|---|---|---|---|
| Aug 3, 6 PM | Grace — "We're 62% to goal!" milestone graphic | FB + IG | Boosted $40 |
| Aug 5, 9 AM | St. Michael's — Bilingual offertory story (EN/ES) | FB | Awaiting client OK |
| Aug 13, 6 PM | First Baptist — Building fund video + give link | FB + IG + YT | Scheduled |
| Aug 25, 10 AM | Grace — Thank-you montage from thank-you wave | FB + IG | Scheduled |
Connected Accounts
Social Performance (30d)
| Posts published | 24 |
| Reach | 48,200 |
| Link clicks to giving pages | 1,120 |
| Gifts attributed | 94 |
Rep Roster
+ Create New Rep ›| Rep | Co-Branded Page | Referrals | YTD Commission | Status |
|---|---|---|---|---|
| Michael Reynolds Consultant Partner • since Jun 2025 |
/partner/michael-reynolds | 4 | $622.30 | ● Active |
| Sofia Alvarez Consultant Partner • since Jan 2026 |
/partner/sofia-alvarez | 3 | $1,204.75 | ● Active |
| David Okafor Consultant Partner • applied Jul 2026 |
pending approval | 0 | — | ⚠ Pending |
Reps are the same partners who appear in the Consultant Portal — commission structure: 20% setup / 5% print / 10% add-ons & renewals.
Co-Branded Landing Pages
+ Create Landing Page ›| Page | Type | QR Scans | Leads / Gifts | Status |
|---|---|---|---|---|
| /partner/michael-reynolds Reynolds Ministry Consulting + SimplyIOP |
Rep Lead Page | — | 11 leads | ● Live |
| /give/grace-stewardship-2026 Grace Community + SimplyIOP • EN/ES |
Client Giving Page | 712 | 147 gifts | ● Live |
| /give/stmichaels-offertory St. Michael's Parish + SimplyIOP • EN/ES/VI |
Client Giving Page | 486 | 98 gifts | ● Live |
| /give/firstbaptist-building First Baptist + SimplyIOP |
Client Giving Page | draft | — | Draft |