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Features

Our mission has been to make your lives easier this campaign season, so you can spend more time connecting with supporters. We rolled out a new refund feature that will do just that. Now you can issue your own refunds for your campaign or organization, as long as we haven’t sent you a check with that money yet.

As always, we’re ready and willing to handle your donors’ questions and refunds in a timely manner, but this feature gives you the option to issue the refund yourself if it suits your needs.

Now, if someone contacts you directly for a refund, you can feel free to take care of that while you’re on the phone with them. If you know a particular donor is over their contribution limit, or ran a donor card incorrectly, you can handle that refund right away in-house.

Making a refund

One of our other favorite new features, the search function, makes the whole refund tool possible. Navigate to the search tab of your Dashboard, fill in the donor information that you have available, and click search. Once you’ve found the right contribution, you can click on the associated date to open up all the contribution information.

If the contribution is eligible for a refund, you’ll find a drop-down menu at the bottom of the screen where you can choose the reason for your refund and process the refund.

If the contribution has already been disbursed in a check, you’ll see a message prompting you to contact ActBlue Customer Service to obtain a refund.

You have a contribution you can’t refund yourself? Have a question for us? Would like us to handle a refund? Let us know!

Just drop us a line at info [at] actblue [dot] com and we’d be happy to help.

We just introduced a new feature that will save you time when you want to update the look and feel of your contribution forms.

A consistent brand identity is critical for committees of all sizes. But what happens when you update your ‘look’ midway through a campaign? We know time is at a premium, so we decided to save you a big step and make it easy to swap a sharp, new branding for an old one.

After you create your new branding and check the box beneath the display name to make it the default, just delete the old default branding. All of your contribution forms with the outdated default branding will automatically update to your new, flashy identity.

This way you won’t have to assign an intern the tedious task of updating previous contribution forms one by one.

Don’t worry about accidentally deleting a default branding identity. You’ll get this handy warning message if you try to delete one:

This feature won’t affect contribution forms that were not created with the default branding. For instance, if you have a “Women for [Insert Candidate’s Name]” contribution form that used a unique logo and branding, it won’t change when you subsitute a new default branding for the old one.

We just rolled out a new feature that allows you to duplicate an existing contribution form, saving your team precious minutes during crunch time. A few folks have already stumbled upon this feature. I’ve already had one friend post on my Facebook wall about it. Yep, they’re a big email nerd. No surprise he noticed it, this feature is for the email nerds and the power users.

This post is short and sweet because it’s super simple. If you have a fundraising form that you want to copy, there are now two places you can do that. You can login and go to: https://secure.actblue.com/my-pages and click the yellow Duplicate button beside the form.

duplicate option in list

Or, if you are editing an individual contribution form, you’ll see a greyed link that reads “Click here to create a new form based on this one.”

duplicate in form edit

Then you’ll see a pop-up that will ask you to pick a slug for the address. Hit the button and you’re done.

duplicate popup

Everything else about the contribution form will be copied over exactly as it is on the original contribution form.

This new feature will be particularly useful for the campaigns that do a lot of emailing and create a new form for each email, which is a best practice. This way all of their favorite settings will be set-up and all they have to do is replace the form content to match the new email blast.

If you are running tests within one page, the upgraded testing tool is still the way to go. But this should be a significant time-saver for a number of folks.

You asked and we’ve delivered. We just rolled out a brand new contribution search–one of the most widely requested features–for all of our campaigns and organizations.

This feature gives Finance Directors quick access to contributor data. You can search for donations by a bunch of relevant fields, including amount, date, name, and start date. Here are a few other things your Finance team can do with the new feature:

  • Answer questions from donors by searching for their contributions right in your browser, no .CSV needed
  • Search to see if a pledged donation has been fulfilled
  • Find a list of high-dollar donors by searching for contributions over $100, $1000, or whatever amount you choose

You’ll find the link to the contribution search in the left-hand toolbar of your campaign or organization’s Dashboard. All you need to do in order to find a donor is fill in the relevant fields and click “search.”

Have questions about the contribution search? Let us know at info@actblue.com!

Email isn’t the only place you can use Express Lane links. Any spot where you can put a link with some explanatory text can be an opportunity to raise money. A few organizations and campaigns have recently been experimenting with Facebook ads targeting Express users.

Here are a few examples from the DCCC and Senators Franken and Hagan of Express Lane Facebook ads out in the wild.

Franken Facebook ad
DCCC Facebook ad
Hagan Facebook ad

Based on the results from those who have already tried this tactic, if you regularly run Facebook advertising, it’s worth testing Express Lane ads to your Express universe. If you do try it out, let us know what your ROI is on the ads.

The same rules apply here as they do for other uses of Express Lane. If you’re going to run Facebook Express Lane ads, you need to use our preferred language and be clear with the donor.

If you are interested in trying a new tactic with Express Lane links, drop us a line at info@actblue.com and we’d be happy to advise you on current best practices.

We’ve completely reengineered the A/B testing system to make it possible to test more variables.

You’ve long been able to test the page title and copy, as well as the appearance of (or lack of) a video or a thermometer on your contribution forms. Now, you can also test the pop-up recurring ask and title.

The best part? We’ve also added all of that testing data to the donor data .csvs, which are available for download on every form.

Here’s what it looks like. You’ll find it under the A/B Test tab when you’re logged in and editing a contribution form.

ABtestingtoolvisual

This new feature is best utilized by candidates and organizations that have thousands of donors contributing on one form. It’s unlikely that you’ll see statistical significance on these relatively small changes unless you have a large sample size.

For those of you that do have a large donor pool, you’ll be able to figure out which pop-up ask works the best for your program. For example, you can test offering a premium in the recurring upsell: “make it a recurring donation and you’ll get this awesome sticker.” And you’ll be able to track and fulfill those orders via the new .csv.

We’re really excited about this new feature because recurring contributions are so incredibly valuable to organizations and the pop-up recurring has proved to be such an easy way to convert people to recurring donations. Have fun testing and figuring out the best ways to build that recurring pool!

We’d love to know what you’ve been testing, especially if you’ve found clear winners and losers. And if you have questions about running A/B tests, please drop us a line at info@actblue.com. Our data analyst is more than happy to help you design and run a successful test.

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.

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