Tele-Fundraising

Tele-Fundraising can be accomplished in Slate through the use of Queries, Interactions, and Forms.

Set as a tracking query, callers are able to fetch a limited number of results that display the details of a potential donor (including their phone number). A call report can be submitted that captures additional details of the call (such as "Left a Message" or "Connected").

These details can be stored as an Interaction and connected directly to a Record. As part of the call report, a caller can collect gift information directly on the form - allowing for a seamless processing of a gift.

As the call reports are submitted, the donor is marked as being contacted and the caller can fetch the next batch of results.

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