
DELIVER CUTTING-EDGE REPORTS THAT ENGAGE!
Send Dynamic, Interactive, and Digital Campaigns at Scale.
Activate Individuals with Highly Personalized, Unique Experiences.
Save 3 hours per report with templates & automation.

PERSONALIZED DIGITAL REPORTS WITH VISUAL STORYTELLING
Bring the story to life with immersive, high-end content - not just text.
Engage constituents with customizable animated charts, images, videos, buttons, and more.
Drive further activations with buttons.
Modernize constituent communications & scale across global audiences.
Get actionable insights to strengthen relationships long after the current campaign.
Power Smarter, More Meaningful Communications.
WHY IT MATTERS

HOW TO SCALE YOUR REPORTS

1. Customize Template for Content Order

2. Add Data Attributes for Personalization

3. Organize List to Match Personalization Fields

4. Test to Ensure Accuracy

5. Build & Send Campaigns

UNLIMITED PERSONALIZATION
From the report to delivery via email and text message - power unique experiences with unlimited personalization at-scale.
Unlimited personalized attributes in reports and 11 areas of personalization in email and text messages enable you to deliver highly targeted content that engages recipients.


WHAT IS A PURL?
A PURL is a Personalized URL - a digital page that is personalized for a specific purpose or individual.
PURLs allow customized text (like Name, and report details).
iFOLIO PURLs are unique and enable custom content (images, videos, blocks of content) also.
Personalize reports at scale with iFOLIO’s proprietary PURL technology.


SHOW THE IMPACT. PROVE THE RESULTS. INSPIRE ACTION.
Deliver a better experience for constituents, with real-time insight into engagement.





SAVE TIME WITH AUTOMATION
Send on-demand or schedule to automate a future send.
Send via visual email or text message.
iFOLIO PURL Reports automatically update content based on field attributes and the campaign list to deliver unique experiences at scale.

Send reports securely in custom visual text messages or emails.
Share 1-to-1, as a group, or in mass while retaining personalization.
Sensitive Data can be password-protected and data is encrypted at-rest and in-transit to ensure secure delivery.


Send email and text messages with custom visuals to stay on brand & delight recipients.
A friendly call-to-action button in the delivery drives higher opens and engagement than a standard link.
Customize button color to match your brand.

SEND EASILY IN JUST 3 STEPS!

1. SCHEDULE
Use the date and time picker to schedule your campaign send. Or choose to send immediately after Step 3.

2. BUILD, PREVIEW, TEST
Build your email or text, preview visuals in the editor, and test by sending to yourself.

3. UPLOAD YOUR LIST & SEND
Upload a formatted list using the downloadable template or load a saved list, then click to schedule your campaign send.

iFOLIO streamlines content management with media libraries, creative tools, adaptive layouts, and reusable templates—making it easy to store, edit, scale, and optimize digital assets across devices.

View in-depth campaign analytics to measure effectiveness and drive results.
See Deliverability, Opens, Clicks on Links, Heatmaps, and more!
Prioritize recipients who have viewed and engaged with a campaign.
Follow up with the right contacts at the right time.
LEARN MORE
CRIMSON TIDE FOUNDATION AT THE UNIVERSITY OF ALABAMA
Modernizing endowment reporting by delivering highly personalized digital reports to 400+ donors.
"This is amazing! I can’t wait for our donors to receive them."
- Lindsey Blumenthal, Assistant Athletics Director, Operations and Stewardship, Crimson Tide Foundation
VIEW EXAMPLE


Annual reports were sent to 970+ donors, with an email open rate of 72%, and average time of 8 minutes!
"Our Annual Report was great!"
- Scott Bryant, Chief Executive Officer, Vice Chancellor for Development, University System of Georgia Foundation
VIEW EXAMPLE
GET STARTED TODAY

950 East Paces Ferry Rd NE, Suite 1500, Atlanta, Georgia 30326
Phone: 470 - 223 - 4818, | Email: info@ifoliocloud.com