Matson Landing Ltd
AutoPhone has been developed to serve the needs of charities
engaged in telephone fundraising, particularly University and School
Most universities and schools who are actively fundraising aim to ask
all their alumni to give at least once a year, and with thousands and
sometimes tens of thousands of former students in contact with their
university this is a considerable task. As more people are called, so
more letters and donation forms have to be sent. The task of managing
this, together with assessing which callers are doing well and which
ones need help, reporting on the pledges, and calculating how much
data remains rapidly becomes unmanageable.
AutoPhone is designed to satisfy the following requirements:
Be capable of being operated by staff or students 0with minimal training.
Capture data quickly and easily so that results can be calculated
almost as soon as calls are made.
Capture information about each telephone call where contact was made,
or record why contact was not made where known.
Produce relevant follow-up (fulfilment) materials, including letters,
pledge forms and envelopes in such a way as to be easy to operate,
accurately produced and well presented, and incorporating the new
Gift Aid Scheme, without the inconvenience of matching mail merge
files to the correct data sources.
Enable E-Mail to be sent to the person who has pledged as soon as
data has been entered via an interface with the default e-mailer on
the PC being used to operate AutoPhone.
Produce a comprehensive series of reports, including
Produce reminder letters based on gift information entered on the
office's main fundraising software and automatically imported into AutoPhone
Be easy to set up and populate with those to be phoned
Feed information back into the office's main fundraising software
using automated routines with the minimum of rekeying. Bespoke
interfaces are available for Raisers' Edge for Windows®
and Visual Alms®, and can be configured for any
database accepting ascii input.
AutoPhone works with existing technical facilities. See this
link for technical requirements.