The Class Agent Fundraising Solution is a Reeher Best Practice module that is designed specifically for college and university annual giving and reunion giving programs, Class Agent Fundraising helps your staff manage volunteer fundraisers more efficiently, while making it easy for those volunteers to complete their solicitations.
The Class Agent Fundraising module in the Reeher Platform is a simple one-stop dashboard that lets managers create volunteer assignments, monitor class agent activities, and view campaign results. The tools make it easy to track volunteer activity and exchange information.
Class Agent Fundraising is composed of three components:
- The Management Dashboard for Volunteer Managers (or Class Agent Managers) who are on staff at our customer institutions.
- The volunteer Web Portal allows your Class Agent (volunteers) to easily and quickly contact their assignments, file status reports, and even send thank-yous.
- A Class Agent Mobile App for iOS, gives your volunteers the same great tools available in the Web Portal on their Apple mobile device.
When enabled, this module provides your institution with a new layer of the Platform called Class Agent as well as access to the Class Agent Web Portal for your volunteers.
Management Dashboard
The Class Agent Management Dashboard is integrated within your Platform subscription. Users of the Platform will have access to a new layer titled Class Agent. Within this layer, users will be able to create campaigns, assign Class Agent Managers, add Class Agent (volunteers) and assign them constituents, and track your Class Agents' progress.
Managing Campaigns
Campaigns are available via the blue Campaign Menu tab along the left side of the page. From here, you can choose from a previously created campaign or choose to Add Campaign where you will walk through the campaign creation wizard.
The roles for each campaign are broken into two levels each with differing access to the Class Agent Fundraising module. The Class Agent Manager is a Platform user on your staff who manages a set of volunteers and will utilize the tools available in the Class Agent layer of the Platform. The Class Agent is a volunteer who will utilize the Class Agent Web Portal and Mobile App to manage their assignments. Their progress and results are reported to the CA Manager via the Platform.
Learn more about working with campaigns in Class Agent here.
Web Portal
Accessible to your Class Agent Volunteers, the Web Portal (www.classagent.com) provides tools to help view and contact assignments, track progress, and send thank-yous.
The portal makes it easy for agents to find new assignments by using the Reeher predictive scores to recommend prospects with similar interests who are likely to donate. Agents can also search through the list of available prospects if they are looking for a particular friend or classmate.
Once their list is set, volunteers can begin the solicitation process. The portal takes away the guesswork and walks them through the steps, recommending a next action for each prospect. When an agent is ready to start contacting prospects, they can access the prospect’s profile screen to review information about the prospect. They will have access to phone, email and mail scripts provided by their manager at your institution. They will also see that they are asked to report the result of their contact once they are finished. They may indicate that the prospect will donate, won’t donate, or will need to be re-contacted. If re-contact is needed, the agent can choose to be reminded one week, two weeks, or on a specific date in the future. Agents may also provide notes for their manager to review in case they need to report a change in contact information or if a prospect wished to no longer be contacted. After prospects donate, agents are reminded to send a thank you. The agent will also have a script for the thank you, which can be copied into their preferred email. With a few quick edits, the agent can send it off and move on to the next prospect on their list.
Mobile App
The Class Agent mobile app is available for iOS and Android devices via each app store. The app provides similar tools to your volunteers as the Web Portal to help view and contact assignments, track progress, and send thank-yous.
