Aptify

Association Management Solutions Adopt Once. Adapt Often.

Campaign Management



Aptify includes a full featured Marketing and e-Marketing application which empowers your organization to create and manage truly integrated, multichannel communication and campaign outreach programs to reach current and prospective customers.

Aptify's marketing capabilities seamlessly merge traditional marketing campaign management and e-Marketing environments. Aptify blends together the features and functionality required for managing complex campaigns that have multiple media types across both on-line and print publications, direct mail, email, newsletter, and live media venues. The campaign manager makes it possible for a user to easily import 3rd party lead lists and develop highly personalized communications to any number of segments within a campaign.

e-Marketing and Campaign Management Features

  • Create highly targeted marketing campaigns to maximize the potential of your offerings.
  • Target and identify prospects based on any combination of filtering criteria.
  • Use an easy to use graphical tool to define segmentation logic.
  • Utilize bulk email and fax capabilities to send personalized messages about product information, seminar reminders, event surveys and more.
  • Track campaign results anytime with up-to-the-minute reporting and data analysis including click-through tracking.
  • Easily import 3rd party lists for both one-time use and recurring use.
  • Manage complex task lists easily through templates, automated assignment and workflow.

Campaign and Appeal management in Aptify includes a flexible set of functionality for managing the entire lifecycle of these important activities. A fundraising manager working in Aptify can easily setup a campaign to manage the following:

  • Goals - Financial and Non-Financial.
  • Recognition Levels - Campaign managers can easily setup different recognitions and financial levels associated with giving. The system automatically recognizes individuals and organizations when they reach various levels of recognition.
  • Funds - A campaign can have any number of associated funds, both restricted and unrestricted.
  • Solicitors - Volunteers or staff members can be associated with a campaign and can be assigned a prospect list to target for major donors.
  • Matching Rules - A campaign may have any number of institutional or major donor matching rules associated with it. When these are setup, matching is automatically managed when qualifying gifts or pledges are received.
  • Financial Management - Complete control over integration with your accounting system is within a click of the mouse. Aptify allows you to easily control the flow of financial information including controlling the method of present-value discounting applied to multi-year pledges, when applicable.
  • Campaign Types - Used for Analysis and Reporting.
  • Workflow - Aptify contains a powerful workflow engine that is easy to setup and can allow you to automate common processes such as approval routing for changes, printing of recognition letters, reminder notices, and much more.