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2010-04-29 Introductory call with Development Director re Donations on Web
Date:Thursday, April 29, 2010 - 11:30am - 12:30pm
See minutes below
Kevin Melchionne, Walt, Ann
Following are Ann's notes from the call:
4/29/2010 Call with Kevin / Walt
Web site -- deep and rich. Amazing tool.
eBase remarkably robust for what it is.
Facebook page -- people using to make notes on trails, etc.
Prefacing donation with logon. All credit card activity is implicitly a registration. But does donor have to know they are registering? Kevin observes current state of the art is to not have explicit logon/pw.
Could implement more anonymous process but pw would be unknown to them. Use their email address as userid.
Trivial to implement "donate anonymously via Paypal" as a payment option. Adds another revenue stream to back office processing. Kevin to check with Josh and Hedy if this would be acceptable to add.
We use Payflow (bought by PayPal but originally owned by Verisign). Service charges significantly less.
Do changes on Drupal 6.
Technology committee : plan for migrating CRM to Web.
Membership experience not heavily transactional.
Rather, entry level philanthropic.
Make donor experience as smooth as possible.
Using email as userid -- becomes username for signing forums.
Look at Middlebury page as example.
Kevin concerned that donors are being turned off.
Walt about to sit with Josh, Gary and Hedy to go over Drupal 6 -- what changes should and should not go in? Currently have vanilla out of the box Ubercart.
Also need to schedule discussion re CRM. Add Kevin to Technology steering committee.
May 14th: Kevin at Teatown with Jane.