Dashboards
Dashboards
Dashboards are everywhere in Crimson. At a glance, users receive up-to-date summary views of important campaign metrics. A dashboard map displays the number of donors, number of donations, and total contributions by state, CD, county and zip code. Another dashboard tracks fundraising performance by Year, Month-to-Date, and Week-to-Date, and by program (events, internet, direct mail, etc.) including Total Raised, Total Pledged, and Total Outstanding. A compliance dashboard indicates Number of Contributions Needing Follow-Up, Itemized Best Efforts %, Exception Status Expiring, and Uncoded Over Limit Donors. Crimson’s dashboards make it easy to track any type of data on a single page.
My Reports
My Reports
Crimson is loaded with dozens of reports. View any report at any time and you will get up-to-the-minute information. Our interactive reports allow you to explore detailed information behind summarized data. Select the reports you view most and they will appear in My Reports every time you log on.
Online Manual and Helpdesk
Online Manual and Helpdesk
Every Crimson customer has access to our complete knowledgebase of frequently asked questions, best practices descriptions, and solutions downloads. This online catalog is written not by programmers, but by CMDI’s FEC experts who’ve been handling these issues for 29 years. A live helpdesk for chat is also featured for clarification on issues not found in our library. Campaigns have access to this chat function 24 hours a day, 7 days a week!
Website Integration
Website Integration
Crimson tracks any kind of data you can pull through your website and will tag the information directly to your donor database. Contributions, volunteer activity, email signup, you name it, if you want to track the information, it will immediately move to your database for later use.
My Tasks
My Tasks
Create tasks to send to the candidate and staff. The next time a user logs into Crimson on a computer or mobile device, pending tasks will automatically appear in My Tasks. Clicking on a task displays all the information needed to complete it, including instructions and a profile of the person to be contacted. When a task is completed, you will be notified. You will also be notified if follow-up is required or the task is reassigned to someone else.
Events
Events
Enter all the important facts about the event time and place. Set fundraising goals. Record detailed costs. Invite guests. Track money and pledges. For multi-function events, record who is attending each function, special requirements, etc. With Crimson’s file cabinet function attach documents and emails to any attendee record.
Bundlers & Fundraisers
Bundlers & Fundraisers
Fundraisers may be assigned tracking numbers so that they can receive proper credit for money they raise. Tracking numbers may be included on any contribution record in Crimson, even from the internet using our Secure Credit Card Processing.
Budgeting
Budgeting
Budgeting is made easy using Crimson’s intuitive reporting functions. Powerful reports for your finance staff will hold them accountable to specific amounts and produce immediate contribution history and tracking information. Doing this will keep you on the campaign funding schedule you designed. You will be able to plan and evaluate how that plan is met by tracking a full year of fundraising income and expense month-to-month.
Secure Credit Card Processing
Secure Credit Card Processing
Crimson’s secure credit card gateway lets the campaign process directly from a website, email and online ad landing pages, and even over a mobile phone. At events your staff can use Crimson to take money at the registration table. You can process gifts anywhere – over your mobile phone at a meeting or event or while talking with a donor over the phone. Go viral on Facebook, Twitter or anywhere on the internet with Crimson Widgets.
Import and Export Records
Import and Export Records
Easily import data from other databases and spreadsheets directly into Crimson. Crimson’s Import utility allows you to easily map data from any file to Crimson’s database. Save your work so you never have to recreate instructions for the source file. Crimson will alert you to possible duplicate records and allows you to merge records without losing data. Crimson APIs and Widgets allow data to be collected from the internet without having to reenter it into the system. Selecting and exporting records is easy and quick as Crimson guides you through a menu of selection and suppression options. Export to .csv , .xlsv or Evite .csv.
Address Verification/Certification
Address Verification/Certification
To improve delivery of mail and the identification of duplicate records, postal addresses are automatically verified and corrected against a USPS file of valid mail delivery points. Address elements are reformatted and standardized to USPS specifications for correct spelling, pre- and post- directionals and standard abbreviations. Zip+4, County FIPs and Congressional District (CD) codes are added or corrected.
Photo Tag
Photo Tag
Never forget a face. Attach donors’ photos to their records. Send a photo to Crimson via email, and the picture will appear on the bottom of your Crimson workspace the next time you log on. Click on the picture and attach it to a record, and the picture will appear in profiles in Crimson and Crimson Mobile.
Time-sensitive Correspondence
Time-sensitive Correspondence
Thank you, best effort, and exception code list management and correspondence upkeep is an automated process within Crimson. All three of these functions are designed to be triggered for action within the system, exportable, and immediately flagged as being complete. No more guessing!
Intuitive Email Content Builder
Intuitive Email Content Builder
Intuitive Email Content Platform: Crimson email features a dynamic content interface, to include personalization, templates, and twitter integration. The email send wizard takes campaigns step-by-step through the creation and send process. Landing pages are available to link to and from your website or email, or subscribers can type the URL into their browser to see the content you’ve created through Crimson Emailer. This capacity adds robust features to your email campaigns, including full features for money bomb fundraising. Instant content validation tools and message review diagnostics provide spam proofing to every email you prepare. This will segregate spam risk-prone language and items into “Critical” or “Recommended” categories, so you decide what stays and what goes.
Dynamic Subscription Hub
Dynamic Subscription Hub
Crimson Emailer provides a list detective system, which maintains information on email addresses and domains that could cause deliverability problems for your email sends. This includes email addresses that are known spam traps (inactive addresses used by domains to identify spammers) and domains that no longer provide email services. This greatly improves your email deliverability. Crimson Emailer Subscription Hub also allows dynamic profile and preference attribution for each subscriber, which links through the subscription center for list management, tracking, grouping, and suppression. This functionality can be linked directly to your website to harvest volunteer emails and new email list subscribers.
Tracking Reports on Email Performance
Tracking Reports on Email Performance
Tracking Reports for Email Performance: Crimson Emailer produces performance reports by subscriber list and over time. This includes the rate at which subscribers opened, clicked, forwarded, took surveys, or unsubscribed from your list. Crimson emailer also provides a summary for all emails from your account, including any spam complaints.
Social Networking
Social Networking
Crimson links to Facebook and Twitter so staff can track traffic on the campaign’s accounts. Any records in Crimson may be linked to the Facebook and Twitter account of the donor, prospect or volunteer. Simply open a record, click on the Facebook link, and get the information you need to begin outreach.
Campaign Alerts
Campaign Alerts
Important campaign news and motivational messages may be broadcast to your campaign staff through Crimson. The candidate, campaign manager, and fundraising director, for example, can post messages that will appear on users’ Crimson opening page. Messages may include links to news stories or polling information found elsewhere on the web. Posting information is easy and can be changed as often as you like.
Constant Product Updates
Constant Product Updates
We inform the campaign of product updates as they are being published and how it can help improve campaign performance.
Sidebar
Sidebar
The Crimson Sidebar allows for quick navigation to essential Crimson tools like: People Search, Reports, Tasks, and Data Entry. With the Crimson Sidebar, instant lookup functionality is one mouse click away.
Support
Support
CMDI’s skilled compliance staff are on standby for your call. By purchasing Crimson, you have unlimited access to our 1-800 support line, live chat, email, and training sessions. Our experts will schedule as many Crimson tutorials as you like to make sure you are happy with Crimson and that you are aware of the tremendous technological and FEC experienced-based programming that has made Crimson the top fundraising and FEC software on the market!
Security
Security
Because your data has got to be secure, CMDI maintains all of your data on secure server that are virtualized in a high availability environment. The Crimson application is hosted on load balanced scalable servers, where data is stored on redundant SAN’s and is replicated between CMDI’s data centers; the primary site being a SAS 70 Type II certified facility. Bottom line: your data is always secure and protected.
Scalability
Scalability
Crimson is designed with the most options and flexibility available to any campaign team; it is used by presidential campaigns, national committees, gubernatorial campaigns, senate campaigns, and congressional campaigns. When it’s time to switch to Crimson, CMDI programmers take the time to expand on the data you already have to deliver new insight into future fundraising efforts.
Web-Based Cloud Computing
Web-Based Cloud Computing
There is no special software or hardware needed to run Crimson. All data in maintained on our secure R-Cloud system and is available on any PC or Mac that has a web browser.
