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LChandler2
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Member since ‎Oct 4, 2023
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Laura Chandler

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LChandler2 on May 22, 2024
Retention rate report
We are looking to create a donor retention rate report for our dashboard. Has anyone successfully done this and if so how did you set it up?
Reply Discussion Dashboards
0 upvote
3 Replies
LChandler2
Participant
May 24, 2024
Hi @LouiseHare Thanks for your help! We define donor retention rate as the percentage of previous period donors who have donated again in the curr...read more
Solved
LChandler2 on May 22, 2024
Retention rate report
We are looking to create a donor retention rate report for our dashboard. Has anyone successfully done this and if so how did you set it up?
Reply Discussion Dashboards
0 upvote
3 Replies
LChandler2
Participant
May 24, 2024
Hi @LouiseHare Thanks for your help! We define donor retention rate as the percentage of previous period donors who have donated again in the curr...read more
LChandler2 on May 02, 2024
campaigns
When creating a tracking link in HS, we are forced to have a campaign associated with it and we don't always have one. In this case, what are others doing in this instance? We've thought about just creating a "General" campaign to select in these read more
Reply Discussion best practices
0 upvote
1 Reply
LChandler2 on March 06, 2024
Migrating to HubSpot from Blackbaud Raiser's Edge
I would love to connect with another nonprofit who has migrated to HubSpot from Blackbaud Raiser's Edge fundraising platform. We have completed our implementation of Marketing Hub and moving to our next phase which is propping up Sales Hub migratin read more
Reply Discussion best practices
0 upvote
4 Replies
LChandler2
Participant
April 16, 2024
At this stage, we're aware that there's a lot we don't know, so it would be ideal to connect with one or two experienced users to learn from their b...read more
Ericworships on January 19, 2024
Solved! How to send annual tax-deductible donation summary for donations
My team just switched from a nonprofit-specific CRM to HubSpot and ran into issues when figuring out how to pull an itemized list of tax-deductible donations (filtering out any gift made via a Donor-Advised Fund) from the previous year, organize the read more
Reply Discussion Donor Management
4 upvotes
2 Replies
LChandler2
Participant
March 06, 2024
Thank you for sharing! Did you migrate from Raiser's Edge? We are in the process of migrating over to HubSpot from there now.
LChandler2 on March 06, 2024
Migrating to HubSpot from Blackbaud Raiser's Edge
I would love to connect with another nonprofit who has migrated to HubSpot from Blackbaud Raiser's Edge fundraising platform. We have completed our implementation of Marketing Hub and moving to our next phase which is propping up Sales Hub migratin read more
Reply Discussion best practices
0 upvote
4 Replies
LChandler2
Participant
April 16, 2024
At this stage, we're aware that there's a lot we don't know, so it would be ideal to connect with one or two experienced users to learn from their b...read more
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