Terminology
What is the name of the program that JRF uses as its CRM and Grants Management System?
akoyaGO
You meet a new AHN Jefferson contact at a swanky fundraiser and connect by email afterwards. You want to make sure that they are in akoyaGO. How do you make sure their information is entered?
You have two options! You can either forward their contact info to Tyler and ask him to add them, or you can add them yourself. (Best Practice: add them through the associated constituent record)
How should the Foundation's phone number be entered into akoyaGO?
412-990-7111
What is a contact in akoyaGO?
A person
You receive an email saying that The Society for the Benefit of the Modern Pigeon (JRF's most illustrious grantee) is changing all their email address domains from "example@pigeon.org" to "example@urbanbirds.org". What the heck do you do?!
Forward the email to Tyler, who will work to make the changes in akoyaGO to all affected contacts.
How should a prefix or suffix be entered into akoyaGO?
Capitalized with a period (ex. Mr., Ms. Dr.)
What is a constituent in akoyaGO?
An organization
Steve emails the JRF team to let them know that it's time to for the quarterly review of your marketing lists. What do you do?
Review the marketing lists that you're responsible for (in the data and list management plan) and remove old contacts/add new contacts/etc.
How should email addresses be entered into akoyaGO?
As they are presented in Outlook, with their default capitalization, etc. (Hint: Copy and paste!)
What is a request in akoyaGO?
A grant or potential grant.
Harry Apeman is retiring from the Bigfoot Society and going to live in the forest with his "friends". He provided no forwarding email address. You forward the information to Tyler. What should Tyler do with Harry's contact record?
He should "deactivate" it.
How would you enter the following job title into akoyaGO?
director of new and existing grant initiatives
Director of New and Existing Grant Initiatives
Capitalize each "major" word
What is an applicant in akoyaGO?
You're saving a new contact that you created (go, you!) into akoyaGO, but when you hit "save" you get a notification that a duplicate has been detected! What do you do?
How would you enter the Foundation's full street address (including suite #) into akoyaGO? (Hint: akoyaGO CAN present multiple lines)
470 Streets Run Road
Suite 301
Pittsburgh, PA 15236