Upload marketing assets via our campaign management system to display videos, product brochures, and photos that help guide donors through each pitch.
showcase profiles for each child, including a picture and personal info
help donors create more meaningful connections with the sponsorees
give the ability to sponsor a child who has the same birthday as the donor
If a fundraiser connects particularly well with a new donor, they can show their gratitude by snapping a photo with the donor and posting it to social media on the spot.
OnBoard also makes it possible to embed your charity's website directly into the sign-up form, and edit your campaigns on the fly – no need to call our 24/7 help center when you want to make changes!
OnBoard supports multiple workflows and can send beautifully tailored emails based on what the donor discusses with the fundraiser to help continue their donor journey!
Take advantage of our 10 years of experience and state of the art strategies to avoid spam filters and to ensure that donors get the emails delivered into their inboxes.
Add your charities social media links, donor tax receipts, videos and much more to increase retention, spread the word and ensure a wonderful donor experience from A-Z!
Was the fundraiser too pushy, were they knowledgeable, were they friendly? Gain powerful insight into how your fundraisers are disseminating the charity brand and image with real feedback right from the donor themselves!
Build instant connections with supporters by sending completely tailored welcome SMS messages immediately on their smartphones.
Build instant credibility by sending SMS messages from alpha-numeric vanity phone numbers such as your charity's name! *In certain markets
Build trust by easily adding custom fields into the SMS message such as donor name, donation amount, video links etc!
Our social distancing-approved practices include SMS, email, and QR code confirmations to avoid passing devices back and forth, and a newly-minted call centre for collecting donations at a distance. Donors can express their consent to authorize their donation using our audio confirmation feature to further enhance the touchless experience.
Fundraisers begin by entering the donor's information into the tablet, where our smart forms will
ensure 99% data accuracy.
Once the first portion of the form is completed, the donor will receive a link via SMS or email to fill out the legal section of the form and complete payment on the spot. By continuing the process on their own device, they can
maintain a safe social distance at all times.
Once the donor accesses the form, they will be able to
view the information collected
by the fundraiser, confirm the amount to be donated, and complete the sign-up.
Finally, once their registration has been confirmed, the donor will receive a
personalized welcome email and/or SMS,
and the transaction data will be available via our back end.
Additionally, OnBoard offers Text to Give options for keeping a safe social distance. Collect donations from your supporters for any amount, at any time, via text message. Benefit from automated built-in replies, automatic processing of donations and seamless integration with your F2F campaign.
Spread the positive word on your favourite social media platform to expand your donor-base exponentially and raise additional funds for your cause. Donors can promote their donation while inspiring their followers to donate as well using a charity-branded OnBoard mobile form. Watch the donations roll in with the power of social media!
Put QR codes to work by setting up a campaign in kiosk mode! Potential donors who are walking by can scan the QR code on their mobile device to donate to the cause without the need for additional assistance from a fundraiser. Set goals and display current amount raised by spur of the moment donations in this interactive mode.
Blackbaud Luminate
Blackbaud Merchant Services
Chase PaymentTech
CyberSource
iATS
Ingenico
Moneris
PayFlowPro
PaySafe
Sage
Stripe
Vantiv + WorldPay
OnBoard can be configured to accept all major credit and debit cards and direct debit.
We offer the ability to swipe, scan, or manually key in card information. You can also add Apple Pay and Google Pay options on certain campaigns depending on your organizations processing setup.
We have the ability to block prepaid credit cards if necessary, and every card we accept must pass a standard Luhn algorithm safety check.
It's the same rich data you've come to expect from OnBoard, compatible with your favourite platforms.
Aegis
Artez
Charity Engine
Donor Quest
Donor Voice
Luminate Online
qGiv
Raiser's Edge
Revolution Online Solutions
Salesforce
Is the routing number correct? Is the account in good standing? Does the account exist? Are there sufficient funds? Increase your transaction success rate at point of donation instead of waiting three to five days, only to find out an account has bounced.
As part of our error-free data promise, our app automatically validates bank fields for direct debit transactions to ensure the correct number of digits is being entered.
The app also includes a sample blank cheque to help fundraisers capture the right data, and can take a photo of a void cheque to cross-reference in the event of incorrectly-entered information.
Users have the option to enable field matching, which requires fundraisers to enter banking details twice to ensure they match up.
From acquiring hot leads via social media ads to placing stewardship calls for long-term donors, use OnBoard to import, manage, segment, and export key lead lists, including lapsed leads, people to retarget, and current donors.
Customize outgoing caller ID
Accept secure payments via the dial pad
Record each call for quality assurance
Use the scheduled callback feature to automate their follow-ups
In a face-to-face environment, a different way to use calling to your advantage is live referrals: When they make a donation via our call centre, they have the option to enter their credit card number using their dial pad instead of dictating it out loud. Whether face-to-face or on the phone, we can send a link via SMS that allows them to complete the transaction on their own device using Apple Pay, Google Wallet, or Chrome/Safari autofill.
Once a fundraiser completes a transaction, they can ask the donor for a referral to a friend, family member, or colleague, then conduct the call on the spot. This approach creates an environment of trust and legitimacy that significantly increases the likelihood of conversion.
Drum up some friendly competition and motivate your fundraisers to reach for the sky. Our back end displays leaderboards that track high “scores” for both individual and team fundraising, giving them an extra push to best themselves and help their team climb the ranks.
Each leaderboard updates in real time, so fundraisers can watch their efforts pay off with each new donation that rolls in. OnBoard can track daily, monthly, and all-time records for funds raised, helping people and teams to stay on top of their current and long-term progress.
