iFOLIO Cloud | Reports

REPORTS

DELIVER, AUTOMATE, AND SCALE REPORTING WITH iFOLIO

Deliver visually engaging digital communications at scale with a fraction of the effort.

Comprehensive content management, plus integrated analytics and creative services to get your project built!

ENGAGE WITH CUTTING-EDGE DIGITAL REPORTS

Bring reports to life with digital storytelling and dynamic content.

Engage donors & constituents while driving action with videos, animated charts, flipping panes, CTA buttons, and more!

iFOLIO is a future-ready digital reporting system that:

Modernizes constituent communications
Scales across global audiences
Delivers actionable insights to strengthen relationships long after the current campaign

THE IMPACT OF iFOLIO

Philanthropic Contributions

iFOLIO has supported over $4 billion in philanthropic contributions, spanning capital campaigns, donor proposals, automated email

strategies, and matching campaigns.

Reduced Manual Work

Save 3 hours per report

with templates & automation.

Deliver Personalized Digital Experience

iFOLIO personalized content has increased customer engagement by 40%

Measure Engagement and Activation

Gain valuable insights into donor-specific actions & interests with iFOLIO's real-time analytics

INCREASE ENGAGEMENT WITH PERSONALIZATION

Personalized communications have 26% higher open rates than generic communications.

iFOLIO reports can be personalized in unlimited ways with PURL capabilities.

More About Personalized Reports:
PURL REPORTS

DELIGHT WITH VISUAL EMAIL & TEXT MESSAGE DELIVERY

Send reports securely in custom visual text messages or emails. Share 1-to-1, as a group, or in mass campaigns.

Visual Emails can be personalized in 11 ways and Visual Text Messages can be personalized in 6 ways to provide a unique recipient experience.

Sensitive Data can be password-protected and data is encrypted at-rest and in-transit to ensure secure delivery.

SEND A CAMPAIGN IN 3 EASY STEPS!

Connect & Engage with thousands of people with Visual Campaigns!

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 text message, add an image, preview in the editor, & 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.

AUTOMATION

Save time with Automation! Send on-demand or schedule to automate a future send.

iFOLIO PURL Reports automatically update content based on field attributes and the campaign list to deliver unique experiences at scale.

MEASURE RESULTS WITH REAL-TIME ANALYTICS

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

SUCCESS STORIES

UNIVERSITY OF SOUTH CAROLINA

The University of South Carolina transformed donor stewardship by partnering with iFOLIO to deliver personalized, digital PURL endowment reports. Each secure link included fund details, a video from the president, dean’s note, college updates, podcasts, and a donate button—creating a rich, interactive experience.

Results were powerful: 100%+ open rates, new gifts including $75K from an unlisted donor, and only one print request out of 2,926 recipients. Real-time analytics gave USC deep insight into donor behavior.

“ We went digital with iFOLIO and the results were incredible – each donor received a PURL (personalized URL) report with everything they need to know and the ability to easily donate all in one link. It turned out better than we had dreamed! Donors were engaged & some reached out to increase their endowment.”

Director, Donor Relations and Stewardship

University of South Carolina

FLORIDA A&M UNIVERSITY

FAMU modernized donor stewardship by partnering with iFOLIO to deliver personalized, digital-first reports with video, animation, and interactive CTAs. Results include a 76% email open rate, 180% open rate by visit, and an average engagement time of 3 minutes.

“iFOLIO has been instrumental to our donor engagement strategy with donor reports and thank yous that are visual and immersive, which have made a powerful impact. iFOLIO’s platform and customer support helped us elevate the donor experience.”

Assistant Director of Fiscal Operations

Florida A&M University

MORE FROM OUR PARTNERS

"Annual Report was great!"

Chief Executive Officer, Vice Chancellor for Development,
University System of Georgia Foundation

"Using iFOLIO for endowment reports has enabled us to delight and engage our donors and reduce manual work. Although we have complex personalization needs, iFOLIO has over-delivered every year on both the reports and their customer service."

Assistant Director, Donor Relations & Stewardship
University of South Carolina

"I'm thrilled we found iFOLIO for our endowment reporting. It's transformed a tedious, time-consuming process into a streamlined, visually appealing report that our donors adore. With insightful analytics, we now understand our donors better and can engage with them more effectively. I can't speak highly enough of iFOLIO!"

VP of Institutional Advancement
Henry Ford College Foundation

“iFOLIO has been a lifesaver for our team. I love this platform.”

Director of Marketing & Communications
Florida A&M University

"This is amazing! I can’t wait for our donors to receive them."

Assistant Athletics Director, Operations and Stewardship,
Crimson Tide Foundation

HOW IT WORKS

Challenges with Overture & Thankview that are addressed with iFOLIO Marketing Cloud

The visual display is not high-end.
Requires a license seat for a donor officer to be included in the report.
Uploading lists into the system is clunky and not seamless.
The templates are limited, and blocks cannot be added across templates.
Contact limits result in deleting contacts and losing their reports & data.
Reporting and analytics are not robust.

QUESTION & ANSWER

Is this secure for the delivery of sensitive information?

Yes. The data is encrypted at rest and in motion. The private links can be password protected and unlocked when a valid password is entered. Your reports are securely stored on AWS servers and accessed in real-time through your account.

Can we customize the look and feel of the report?

Yes. iFOLIO provides more than 1000 customizable media display options from images, to videos, to animated charts, custom icons, fonts, colors, and more. These are all customizable through mobile adaptive layouts. With purl reports you can create a visual template that is updated at scale to thousands of recipients based on attribute fields. This ensures your reports deliver an incredible experience.

Does iFOLIO have to include a video?

No. iFOLIO supports video but does not limit to video only communications. There are more than 1,000 ways to deliver digital content from animations, to gifs, to slides and more.

Can I send a donor multiple reports in 1 email?

Yes. iFOLIO can support multiple reports in the digital content or in pdfs in links or buttons for download. There is no limit to the number of pages you can send.

Does this integrate with my current database or CRM?

iFOLIO is a flexible web-based platform that is CRM neutral and can integrate 5 ways to your CRM.

Additionally, unlike competitors, iFOLIO enables you to export key analytics data so you can record exactly what you need in multiple databases.

The 5 ways iFOLIO integrates to CRM:

1. Push into CRM automatically utilizing blind copy emails in built in fields for CRM.

2. Push into CRM automatically with built in fields for CRM opportunity integration.

3. Upload the data you want from Dashboard download CSV sheets. This enables you to clean emails or numbers that may have bounced.

4. Use your account API webhook automatically available after implementation.

5. Have a Direct integration via a custom API.

Does iFOLIO provide real-time analytics on every report?

Yes. Our triple patented analytics let you quickly see opens, time spent on page, and even individual heat maps of interest.