CharityTracker Pro Video Training Session
Here you'll find a training video (~2 hr) which provides a comprehensive and instructional overview of CharityTracker. The video can be watched individually or in a group setting:
Video Index/Skip Ahead
Think of the above video as a digital "user guide" - If you wish to jump ahead to a specific point in the video training, see times referenced below:
CharityTracker "Pro" Features Only
Practice Site
A corresponding practice site can be accessed with the following login credentials:
Email: guest1@charitytracker.net (guest2...guest3...guest4...etc. through 19)
Password: friend
CharityTracker PRO Feature Overviews
*Kiosk Mode / Remote Client Intake*
This feature, first, includes a “Kiosk” mode which will allow you to hand over an iPad or set up a computer in a registration area where the client can fill out their own intake form digitally. Additionally, you will be able to share/email a secure link to a client to have them fill out their own intake and submit a request for assistance remotely. Watch video here (~7 mins) + Watch "How To Set Up" video here (~7 mins)
*SMS Text Broadcasts*
Send mass text message (SMS) and voice (text-to-speech) broadcasts to your clients. This will be a great way to inform your clients quickly and easily with news and updates from your organization. There will be an account balance required for which will be rechargeable via credit card for SMS message charges (For example, $1.00 will get you 67 text messages). Watch video here (~7 mins)
*Appointments / Client Scheduling*
You’ll be able to create and configure appointments for clients. With handy features such as recurring events and capacity limits, you can streamline your operations and logistics. Email and/or SMS reminders can be sent to clients (SMS requires additional fees). Watch video here (~9 mins)
*Street Address Autocomplete / Validation*
Start typing a street address and it will now autocomplete, standardizing client addresses based on United States Postal Service standards. Increase speed and accuracy of client data; standardize addresses within your database, assure addresses are valid, and eliminate common data entry errors. Watch video here (~4 mins)
*Customizable Assessment*
Collect data to show changes over time and show your program's impact to funders. After you enter more than one "Assessment" for your clients, to run a report that shows "movement", go to your [My Agency] tab, [Reports] sub-tab, and click on the "*Changes Over Time*" report. Watch video here (~5 mins)
*API*
Data can be exported from CharityTracker into CSV format, a popular format for importing data into other systems -- Additionally, CharityTracker’s API (currently in Beta), our application programming interface, will allow our system to "talk" with other software. This opens a world of possibilities. Programmatic access to your data means integrations of all kinds can be created. As with any API, integrating into another software system will be the responsibility of your IT department to determine if the software also has an API or if there will need to be a custom implementation. If interested in discussing the possibilities, please direct inquiries to apisupport@simonsolutions.com and visit this link to learn more