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At ActBlue, we’re all about streamlining your workflow and providing you with the most data, ensuring your campaign or org is efficient and making knowledgable decisions. Our customer service team gladly handles a lot of low-level donor requests you may receive, including refunds, to help you save precious campaign time. We’ve always provided all the compliance info you need for those refunds, but we’ve recently launched a few new tools to help your administrative side manage and get more insight into the refund work going on.

So we’re rolling out three new tools, in order to give your operations and finance teams more data and insight into your donors’ financial accounting.

1) ) Refund center: Want to trace how a refund moved through the system? Check out the new refund center where you can see contribution details, date of contribution, date of original disbursement (typically check date), and date recovered (which check/wire it was taken out of).

2) Refund reason: Curious about your donor behavior? The new refund reason field offers some insight into the reason for a refund, so admins can see it a quick glance.

3) Refund alerts: Want to know right away when there’s been a refund? Just like our donation alerts, an admin user can elect to receive alerts every time a refund over a certain amount is issued. It’s available on the User Access tab of your entity.

Your compliance workflows stay the same. The refund information with checks is right where it’s always been, but now you have more data at your fingertips. If it’s useful to you, finance team members can sign up for alerts, monitor refunds, and follow up with donors who have been refunded and may have outstanding pledges. And compliance teams can easily see when refunds were issued and recovered, which may make their reporting duties easier.

As always, our customer service team is always here if you have questions about these new features or anything else. Just email info [at] actblue [dot] com and someone will respond promptly.

At ActBlue, our goal is to help Democratic candidates, committees and non-profits raise more money, plain and simple. And one of the best ways we can do that is by making it easier to use our system and teaching the 10,345 (and counting!) candidates and groups who have used ActBlue how to be more effective fundraisers.

For years we’ve provided free one-on-one consultation for thousands of campaigns and groups, but we never had the time to sit down and write up our nearly 10 years of experience. We’ve always wanted to reach even more practitioners than those who pick up the phone and give us a call. The glory of an off-year meant we finally could document not just instructions on how to use the robust toolset we have here at ActBlue, but also best practices we’ve learned over the years.

The result is the ActBlue Tutorial, a comprehensive guide that shows activists and campaign admins how to do online fundraising the right way–from using the tools on ActBlue to devising testing plans to implementing advanced programs like tandem fundraising. That means you (yes, even you the solo online activist or small-town candidate running for your first election) can be a fundraising rockstar!

Learn how to create beautiful custom brandings with the ActBlue Tutorial

Running a great online fundraising program is about great planning–figuring out which tools, tactics, and messages will work for you, then testing them out on your list, revising, and trying again. That applies even if you’re working in an unofficial capacity, trying to mobilize support for your favorite candidate or cause among your family and friends. It’s also why we give everyone–from the largest senate campaigns to local school board elections–the same great tools for collecting donations, managing donors, and analyzing results, which can scale to each group’s size and needs.

It can be hard to know where to start with online fundraising, and we’re willing to bet there are a few great tools on our site that many admins and fundraisers have never taken advantage of, or maybe never even heard of. Our tutorial gives you the rundown on each one, with instructions on how and when to implement them, so there’s no reason not to try something new. Even the smallest of campaigns can learn to use the most sophisticated tools.

Of course, our strong and growing political team is always going to be there to answer questions and talk strategy, but we’re excited to be empowering all of our users, campaigns, committees, and organizations by giving them the tools they need to make the best decisions possible. We want to make sure no one’s leaving money on the table, so if you’re running a fundraising program, make a pledge to shake up your routine, and please, tell us about your results. Together, we’re building a movement!

Visit the ActBlue Tutorial here.

We know you want your fundraising data to be accessible, digestible, and shown to you in real-time. That’s why we spend so much time developing and enhancing our campaign dashboards to fit your needs. But you can’t always be monitoring your dashboard.

That’s why we’re introducing our new contribution email alerts. Now you can sign up to receive an email every time your candidate, committee or cause receives a donation over an amount of your choosing. That means you can follow up with a high dollar donor right away and work on building a good relationship.

The average contribution size for most groups is pretty low – it was $34.82 on ActBlue last month – and these donations make up the backbone of most online fundraising program. Everyone knows we love donors of all sizes, but high dollar donors are often very important to organizations, helping them fund new projects or reach quarterly goals. And they’re investing a significant amount of money because they believe in what you’re doing, so you want to be able to keep an eye on them.

To sign up, go to your committee’s page and click on the “User Access” tab. There you’ll see everyone with access to the committee. Click on “create a contribution alert” under your name or a team member’s name and enter an amount for the threshold. You’ll receive an email alert for any donation over this amount. If you want to edit the amount, you can come back to this page at any time.

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And we’re always looking to make our tools work better for you, so if there’s something you’d like to see on ActBlue, feel free to drop us a line at info AT actblue DOT com.

Special thanks to Molly Ritner and Greg Berlin (both at the DCCC) for working with ActBlue to design this feature. We love our power users!

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