iFOLIO Cloud | Reports

iFOLIO CLOUD | REPORTS

iFOLIO provides on-demand digital campaigns that are securely delivered to donors. Deliver reports & incredible experiences to build personal relationships at scale. Comprehensive content management, plus integrated analytics and creative services to get your project built!

SCHEDULE DEMO SEE EXAMPLE

PERSONALIZED & SECURE

Deliver your reports online with no complicated portals to maintain or new processes to adopt. Delight with personalized experiences.

Personalized Experience
Each client receives a portfolio with personalized content. Digital experiences include video, animated charts, gifs, sliding content, and more! All adapt to mobile.

PURLS & Branding
Make recipients feel special by highlighting impact and their philanthropic interests in a personalized url report for them. Scale easily with automation. Stay on brand with account settings for your fonts, colors, and logo styles.

Security
Every purl can be password protected, ensuring that it is delivered securely to the intended recipient. Data is securely encrypted at rest and in transit.

PERSONALIZED REPORTING

Personalize reports with innovative digital storytelling tools! Deliver unique experiences that engage recipients using iFOLIO PURL capabilities.

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.

DELIVER VIA VISUAL TEXT MESSAGE OR EMAIL

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.

SOUTH CAROLINA'S SUCCESS

“ 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.”

Kaydee Self, Director, Donor Relations and Stewardship

University of South Carolina

HOW IT WORKS

WHY CHOOSE iFOLIO?

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.