From Mark Puleo <[email protected]>
Subject What's new in NGP
Date November 16, 2021 6:00 PM
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Here's what's new in NGP.


Don’t lose your mobile supporters

When forms are content-heavy, mobile users can miss that there are form fields they need to fill out. You can focus your supporters on the action part of your form by turning on Auto-Scroll on Mobile. This will scroll mobile users right to the first set of form fields, making it much faster for them to finish and submit your form.

Read more about optimizing for mobile: [link removed]
Read more about Online Actions forms: [link removed]
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Never forget an important anniversary

We’re making it easier for you to celebrate donors on their birthday or on the anniversary of their first gift with new filters in Create a List.

We’ve also added new Automation templates that will help you recognize these important milestones without having to manually send an email or SMS every day of the week. Use the new birthday or first gift anniversary filters to set your entrance criteria for a daily Automation - so you’ll never miss a chance to show your donors more love.

Read more about Automation templates: [link removed]
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Keeping an eye on your recurring donors

Stay on top of all the changes happening with your recurring donors with the new Recurring Commitment Change report. This report will help you see any upgrades or downgrades in giving and track when and how the change was made so you can respond quickly to any new trends you are seeing in donor commitment levels.

Read more about recurring commitments: [link removed]
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Tracking your in-kind disbursement limits

When setting up disbursement limits for your election cycles, you can now make sure that the limit is linked to the credited contact rather than the vendor by using the new checkbox. This helps you catch these disbursements in your over-limits reporting and makes it easier to accurately file your disclosure reports.

Read more about cycles and limits: [link removed]
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Phone number requirements for phone canvass responses

To provide more insight into which phone number people were attempted at, phone number is now a required parameter when applying contact results via API for phone or text programs.

Read more about implementing this change: [link removed]

Yours,

Mark Puleo
(He, Him, His)
Vice President of Client Services, NGP VAN


We're here to help. Email us anytime at [email protected].

NGP VAN
655 15th St NW #650
Washington, DC xxxxxx

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