Pioneers had been manually entering donor and donation data into their dTracker CRM for a long time, and reached the point where they decided enough was enough.
They tasked Spark with connecting their website directly to dTracker, with the goal being that all donor and gift data would be automatically entered into the CRM but flagged for manual review so they could be sure everything lined up properly. We were able to set everything up exactly as they requested, including configuring recurring donations in dTracker for the CRM to manage.
Complicating things was the fact that donors indicate the target for their gift via a free text field, which then had to be mapped to the right recipient record in dTracker. Offering donors a pre-defined selection wasn’t an option due to security concerns (some of Pioneers missionaries operate in dangerous situations and can’t be publicly identified). To resolve this, we set up “fuzzy” matching logic to identify the most likely match and allocate the gift accordingly. This process accurately identifies the recipients for the majority of online gifts, with any others being identified through the manual review process.
The end result is a system that saves Pioneers countless hours of manual admin work, freeing them up to focus on more important things.