Clarety Features
Your complete supporter engagement platform
Features and Functions
Available in Clarety:
Activate
Acquire
Engage
CRM
Contacts
Contacts in Clarety can be individuals or entities (such as households, businesses, schools, associations or churches) including leads, opportunities and supporters who order your goods or services. Individual contacts can belong to multiple entities.
Manage Contact Records
Create, find, sort, edit and archive or delete contact records including personal or entity information, address information and relationships to organisations and other individuals.
Search and Filter Contact Records
Find and filter contacts by name, location, email, phone, contact method, type, status and more.
Identify and Merge Duplicate Contacts
Automatically merge duplicate contact records. Users can also identify duplicate contacts with a dedicated search function. When merging records users can choose the direction of the merge and which fields should be used in the merge. All associated sales, payments, cases and relationships will also be merged.
Organisations and Roles
Create organisations, assign roles, link contacts, and define supporter relationships to organisations and entities.
Manage Supporter Logins
Enable, reset or disable password-protected access to self-service and premium content areas of your website using Access Management functions.
Address Lookup
Integrate with address lookup providers such as Google and Address Finder. Provide country specific postal routing information such as DPID
Supporter Insights
Bring together transactional, behavioural, and demographic data in real time to create a 360-degree view of your supporter
Supporter Summary
View supporter centric data for transactions, recurring gifts, payment details, statements, cases, communications and notes.
Supporter Timeline
Timeline of supporter interactions including all successful and failed payments, cases, emails sent, segment changes, groups and circles added, recurring sale status changes and payment details updates.
Lifetime Financials
View supporter lifetime financial data such as monthly recurring revenue. current recurring gift status, lifetime gift value, lifetime gift count, most recent, largest and smallest gifts.
Dashboard
Get a realtime summary of key metrics on regular giving, transactions, event registrations, campaigns, appeals, live web page views and more.
Live Website Traffic
Dashboard chart of live web traffic (visitors and pageviews). Daily and monthly reports of top pages.
Transactions
Dynamic dashboard chart of all transaction trends over a period of time
Regular donations
Dashboard charts for monthly recurring revenue, number of regular givers, average gift and lost donors
Marketing Conversions
Dashboard chart showing marketing leads and contacts
Event Registrations
Dashboard chart to track event registrations and compare current registration trends with previous events
Cases
Cases in Clarety are used to manage supporter enquiries and many other work flows such as lead management, sales opportunities, application responses and submission of information and documentation.
View Case History
Link, manage and search case history using supporter information.
Manage Supporter Cases
Manage individual or multiple supporters' records, including documents, created from custom contact or signup forms.
Log Notes, Tasks and Appointment against Cases
Record a log of Case interactions between staff and supporter, displaying previous information such as conversations as well as future actions such as appointments.
Assign Cases and Tasks to Staff Members
Assign specific enquiries, cases and tasks to individual staff members or teams
Self Service
Self service is our personalized interface for existing supporters. It contains account information and updating functionality, as well as past transaction and recurring payment information.
Forgotten Password Service
Automated email and password reset system
Change Password Service
Change your password anytime through your personal page
Update Contact Details
Update your phone numbers, addresses and profile image from your own profile page
Update Payment Details
Update your current billing method used for recurring payments and/or donations
View Recurring Transactions
View your current and future recurring payments
View Transaction History
View any previous tax receipts and download or print your annual statements
Segmentation
Supporter segmentation is used to group supporters based on their supporter attributes or giving history. Segments can then be used for reporting or targeted marketing campaigns
Dynamic Contact Segmentation
Contacts can be dynamically assigned to a segment based on Recency, Frequency, Monetary (RFM) or other supporter attributes.
Segment hierarchy
Segments are assigned a value hierarchy so if a contact qualifies for more that one segment the highest value segment will be attributed to the contact.
Historical segment logging
Segment changes are logged against the contact and the current segment is tracked on new sales.
Reporting
The segment report shows the numbers of contacts in each segment
Website
Pages
Build and manage amazing pages that are designed with custom styling to match brand guidelines.
Content Management System
Create content using rich text, HTML, images, forms, galleries and widgets. Preview on desktop, tablet and mobile viewports before publishing
Responsive Website Custom Design
Consistent design throughout website, transaction pages and supporter self service sections, on desktop, tablet and mobile screens
Manage Content Schedules
You can specify the publish and archive dates of pages to display content when you want.
Search Engine Optimisation
Customise page titles and descriptions to test and improve google search ranking
Social Media Optimisation
Customize page titles, descriptions and images to share over social media.
Accessibility friendly pages
Pages are set up to be easily accessible for supporters with disabilities. Integrate with accessibility tools to meet regulatory requirements.
Site Analytics & Tracking
Track your site traffic - know exactly how your supporters are finding and navigating through your site through Google Analytics and Facebook Pixels
Manage Page Versions and Revision History
Retain multiple versions of a page and revert back to them at any time.
Manage Sign Ups
Create custom sign up forms for everyday use or with unique supporter communication and marketing
Unlimited Pages & Links
Create as many pages as you need!
Selectable Page Layouts & Styles
Select from multiple pre-developed layouts and styles to create new pages quickly
Friendly Page URLs
Use friendly page names for memorable URLs in your marketing campaigns
WYSIWYG HTML Editing
What you see is what you get editing system for users without HTML experience
File uploads
Upload multiple types of files including .pdf, .docx, .xlsx, .pptx ect
Page Previews and Pre-Publishing
Preview or pre-publish a page for editorial approval before publishing
Friendly Error Page For Bad Links
Clarety includes a customisable error page on request
Forms
Create custom forms to collect information from your supporters
Multiple Field Types
You can craft your own forms with many different types of inputs including: Single and multiple line text, drop downs, date, single and multiple checkboxes, radio buttons, numbers, currency, emails, files, rating and ranking.
Required Fields
When creating or editing a form, you can specify which fields are required.
Set Form Headings, Order & Explanation
When creating or editing forms, you can set headings for each section of input, set the order of the fields and even display some input explanation text to help your supporters understand the field.
Save for later
Long or complex forms can be added to the supporters account and saved to be resumed at a later date.
Duplicate Forms
Duplicate and vary existing forms for other uses. Use a single form on multiple pages.
Email Confirmations
Receive a customised confirmation email when a form is completed
Confirmation Pages
Once a supporter fills out a form they can be given a confirmation message or directed to a customised confirmation page
Multi-step Form Setup
Ability to create multi-step forms via the case form widget
Repeating Sub Forms
Ability to create repeating sections on the form
Multiple Field Types (Existing)
Add files, rating and ranking
Conditional Fields
Show fields based on the input into another field
Editorial workflows
Manage staff editing and publishing rights
Groups
Create groups that give rights for staff to edit or publish content
Marketing
Omnichannel Marketing
Clarety's marketing functions provides a powerful set of tools engage supporters and report on the effectiveness of marketing campaigns.
Digital Marketing
Create trackable links that can be used for digital and social advertising
Email Marketing
Send marketing emails to leads or contacts with a trackable call to action
Direct Mail
Use supporter data and lists to prepare direct mail campaigns, including individual supporter and response coding.
Telemarketing
Use Clarety supporter data and lists to prepare telemarketing campaigns, including individual supporter and response coding.
SMS Marketing
Personalised SMS's can be sent from Clarety Connect with a optional tracked action link and unsubscribe
Email delivery
Set up automatic or scheduled custom email sends, embedding supporter data to provide personalised servicing or marketing campaigns, and tracking to measure and refine their effectiveness
Customised Email Templates
Use Clarety Content tools to design and manage unlimited email layout templates. Utilize marketing information, content, promotion and advert zones specific to your needs in different templates.
Dynamic Mailing Lists
Set up dynamic email lists using Clarety Context to automatically add or remove recipients depending on their activities, sales, location and more
Email Tracking
Track email sends, opens, clicks, bounces and unsubscribes and see the effectiveness of campaigns with tracking summaries. Define tracking of specific links per email per campaign.
Manage Replacement Fields
Personalise emails by using specified replacement values within the email body to display information like supporter name, address, products, registrations or events.
Unsubscribe Management
Embed emails with a link in which supporters can unsubscribe or manage their subscriptions
Send Test Emails
Use single or group test send to allow staff and managers to preview and approve emails.
Export Mailing Lists
Export your mailing lists in different file formats
Email Scheduling
Manually send or use date and time schedules to send your email to mailing lists
Email Logs
Search email log history and view an individual's email actions including sent, bounced, blocked, opened, clicked or unsubscribed. Track conversion information such as sales or cases created.
Unsubscribe lists
Maintain a list of unsubscribed email addresses that are automatically excluded from marketing email lists
Reliable & Scalable Email Delivery
Send email via globally available and highly scalable cloud-based email infrastructure.
Files and PDF Attachments
Files and PDF templates can be attached to emails
Responsive Email Content Editor
Create responsive email content with with multiple columns & sections
Recurring Email Sends
Email campaigns can be sent on a recurring schedule with dynamic content
Preview Email Send
Preview an email send with dynamic replacements. Get information on how many emails will be suppressed due to unsubscribes and bounces
Bounce Handling
Hard and soft bounces are recorded and excluded from marketing email lists. The bounce list can also be reset.
List Management
Create, import and manage supporter and lead lists for use in email, telemarketing and direct mail campaigns.
List Aggregation
Combine, exclude and de-duplicate multiple data sets to create targeted static and dynamic lists of contacts and supporters
List Automation
Create a scheduled list and automate the secure delivery of the list to a supplier
Auto De-duplication
Lists can be automatically de-duplicated on send
Lead Management
Manage lead lists as campaign recipients, separate to contacts
Manage Lead Lists
Import lead lists that can be used in any marketing activity
Convert Lead to Supporter
Processing a donation from a lead will automatically promote the lead to a supporter contact
A/B Testing
Create A/B tests for all lead lists based on a percentage of list being added to a B group. Conversion results can be compared on the lead performance report
A/B Testing for Digital Marketing
Create digital marketing links that can direct a set percentage of traffic to a B page and measure the conversion rate.
A/B Test for Marketing Emails
Send emails when a set percentage will receive the B email. Report on open and click rates and the conversion rate.
A/B Testing for Direct Mail and Telemarketing Lists
Create lists for direct mail and telemarketing suppliers that are split into A & B groups
Marketing Automation
Automate your marketing with schedules and time delayed actions.
Automated Email Journeys
Prepare and schedule automated emails that are sent on a day delay after a trigger action, for example, after a gift to an appeal
Manage Campaign Response Tracking
Record the replies you get from potential supporters in response to a specific marketing campaign to make sure your team can act on the responses.
Automated SMS
Automated SMS as part of a supporter journey
Campaign Performance Reporting
Campaign performance can be tracked through multiple marketing channels including email, SMS, direct mail, telemarketing, face-to-face and digital marketing.
Lead Performance Reporting
Lead source, contact, conversion, first debit rates and ROI can be compared against each other on the lead performance report
Track Conversions
Leads are automatically converted if a new donation is made or a signup form is completed.
Giving
One-Off Donations
Donations can be managed through Clarety. Each donation offer can also be followed up with a customized confirmation email.
Multiple Funds
Display to supporters, multiple offers or funds on donation pages and track their selection for receipting and disbursement of funds.
Referral Sources
Add and update Referral Sources on donation forms to gather insights on how supporters are responding.
Giving Exports
Filter and Export supporter giving in a consistent structured format
Use Giving Details For Email Sends
Use supporter giving data stored in Clarety to target personalised emails to supporters
Donation via Console
Process a donation efficiently on a supporters behalf on one screen through the Console
Batch Donations
Process donations in multiple batches in Console
Refunds
Refund donations by identifying the past transaction and recording a refund.
RFM Reporting
Report and segment on supporters that have sales in various time periods. Filter on type of giving, number of sales, minimum amount or total amount over each period.
Receipting
Receipts can be automatically emailed to supporters after a donation is processed through the website or through the console
Offer based receipts
A different receipt template can be used for each offer or fund.
Recurring Donations
Supporters agreeing to give specified amounts over periods of time can be set up in Clarety as an ongoing scheduled Donation. These recurring donations can be altered or paused on request, and retried in the event of payment failures.
Manage Recurring Donations
Set up specific recurring donations by adjusting the recurrence period and amounts selectable by the supporter.
Payment Failure Classification
Payment failures can be classified as hard failures or soft failures depending upon your chosen gateway
Failed Payments Automation
Failed payments can trigger automated actions based on the payment type, hard or soft, number of failed payments per gift, number of consecutive failed gifts in recurring giving
Recurring Donor Reporting
Recurring sales can be filtered and exported. Status changes for the recurrence are logged to provide a timeline for the recurring gifts. The stages include pending, active, at risk, protection, lost, upgrade or downgrade. Recurring gifts can be scheduled to start and stop on set dates.
Monthly Recurring Revenue (MRR)
MRR is automatically displayed on donor dashboards and is attributed to recurring gifts regardless of the actual schedule including upgrades, downgrades and saved gifts
Current Recurring Donations
Find supporters with active recurring gifts. Dashboards detailed charts show changes in the number of recurring sales over time.
Average MRR per Supporter
Dashboards and detailed charts show changes in the average MRR per supporter over time.
Recurring Gift Stage Changes
Dashboards and detailed charts show recurring gifts that are in revenue protection, saved and lost.
Upgrades and Downgrades
Recurring sales can be upgraded/downgraded in console. This automatically replaces the previous recurring gift and reports as an upgrade/downgrade
Retention Reporting
Report on the percentage of new recurring gifts that are lost or saved month by month.
Failed Payment Automation
Failed payments can be retried on a preferred day of week and deferred to account for weekends and holidays
Statements
Generate annual statements with a specified date and send them to the supporters. These will also be available with the option to print or email.
Online and Email Statements
Send and print online and email statements with pre-selected date and/or donations. These are also automatically generated annually. Statements can itemise deductible and non-deductible giving.
Optional Features
Internationalisation
Enable multiple timezones, languages, currencies and locations to support your national, regional and global operations.
Local Timezone
Time is localised based on the location of staff members
Website Translations and Localisation
Site can accommodate for multiple languages and regions
API
Integrate Clarety in a secure and standard way with other third-party applications
Customisable Endpoints
Create custom endpoints to access Clarety data
User Authentication
Use two factor authentication and/or Single Sign On to secure staff login
2FA Login
Two factor authentication login for better security
Single sign on (SSO) integration
Clarety can authenticate with SAML based identity providers such as Asure AD, Google and One Login
Website
Website content management builds on the included Page editing functionality to allow editing and publishing of amazing websites.
Manage Multiple Websites
Facilitate and maintain multiple websites - all with their own respective styling, shops, registrations and/or analytics
Manage Multiple Page Templates
Create a complete website with multiple page templates for different content types.
Responsive Site Navigation
Multi-level menu's and breadcrumbs. Responsive across multi platforms and devices.
Responsive Banners and Galleries
Update and edit images and content displayed within scrolling page sections
Manage Sign Ups
Create custom sign up forms for everyday use or with unique supporter communication and marketing
Manage Blogs and Comments
Create and manage blogs and articles with tags, categories, time stamps, RSS feeds and keyword search. Comments can be moderated.
Shop
Sell merchandise using Clarety's online store.
Bundled Products
Set product bundles on shop site.
Product Options
Set product options such as shirt size or colour, selectable for the supporter to chose.
Postage Options
Set postage rules within Clarety or integrate with a 3rd party postage service to determine the postage amount.
Voucher Codes
Setting different rules for offer rewards and discounts using voucher codes.
Fulfilment
Marking product as fulfilled, or export all the product fulfilment
Guest Checkout
Allow customers to create an account or checkout as a guest for merchandise sales
Digital Downloads
Sell digital products, such as PDF documents, audio or videos. Customers can access their purchased digital products through self service
Peer-to-Peer Fundraising
Peer-to-Peer Fundraising allows supporters to raise donations from friends, colleagues and family in support of your cause or campaign. Clarety allows Peer-to-Peer Fundraising pages to be set up as stand alone pages, or linked to an event participation record.
Manage Individual Fundraiser Page
Individual fundraising pages can be managed through Clarety. Fundraisers can create a fundraising page, update the fundraising page, set fundraising goals and update posts.
Manage Team Fundraising Page
Team fundraising pages can be managed through Clarety. Fundraisers can create fundraising pages, update the fundraising pages, set fundraising goals and update posts. Team pages allow supporters to donate to a collective of individuals rather than a single fundraiser.
Manage Fundraising Checklists
Fundraising checklists are a series of action steps you can guide supporters through after they've created a fundraising page in order to maximise their fundraising efforts. You can create, edit, delete and associate email sends and system tasks for checklists through Clarety. Checklists are built on top of Clarety's Case module.
Manage Achievements
Fundraising achievements are a series of supporter donation targets a fundraiser can achieve. You can create, edit and delete achievement records through Clarety. Rewards and incentives can be associated with different levels of achievement.
Fundraising Goal Progress Widgets
Provide individual fundraisers with a visual representation of their fundraising progress against their goal and aggregate all fundraising progress against a campaign or event goal if required.
Leaderboards
Show leaderboards for individual and team fundraising pages.
Registrations
Registrations is our central events feature allowing supporters to choose and register for multiple events and people, select merchandise and create fundraising goals and pages.
Manage registrations for participation events
Create custom registration items for events such as family fun-runs or different track-lengths to suit your supporters.
Merchandise Add Ons
Add custom merchandise to your registration checkout.
Manage Event Capacity
You can set maximum registrations sold for any event.
Group or Family Registrations
Set pricing for individuals, groups or families.
Time/Date Based Pricing
Specify different prices for registrations based on early bird or regular purchase dates.
Public/Private Team Management
Supporters can manage their team roster, goals, cover images and story for public or private display.
Batch Payments For Corporate Teams
Team captains can pay for all registrations in a corporate team.
Integrated fundraising
Integrated fundraising is a feature within our registration process where supporters can allocate fundraising goals pertaining to their registration. This creates a fundraising page for the supporter to share and build funds for their event.
Process registrations through console
Process and complete registration sales through the console
Confirmation Email
All participants can receive an event confirmation email and can be added to an email journey.
Bib allocation
Automatically allocate bibs a the time of the sale or when preparing the participant file. Bib ranges can be customised to suit your event.
Export Registration Details to a File
Consolidate your registration sales details to a single file.
Report per Event with Product Breakdown
View reports of the products sold in your events, such as merchandise, registrations and tickets.
Ticketing
With ticketed events, you can sell single or multiple tickets. Supporters who buy multiple tickets will be able to assign or send an invitation to others. These tickets can be viewed, printed and have their own unique bar code associated.
Manage ticketed events (eg conference)
Create individual or group tickets (eg table of 10).
Email Ticket PDFs
Supporters who purchase tickets are automatically emailed a PDF ticket
Ticket Assignments
If a supporter purchased multiple tickets, the purchaser can allocated the tickets in the self service portal.
Manage Event Capacity
Staff can set maximum tickets sold for any event
Report per Event with Product Breakdown
View reports of the offers sold in the events, such as merchandise, registrations and tickets
Membership
Membership is a feature which allows supporter access to content, offers and site material based on their membership level.
Manage Member Exclusive Content
Specify the content, downloads, media and even special offers and discounts for the various membership levels
Trial Memberships
Create trial memberships to show supporters the various levels of member based content with the goal of converting them to be a full member
Membership Levels
Allow supporters to change their own membership level. Membership upgrade and downgrades can be configured to pro-rata the subscription amount.
Membership types
Offer memberships that are for a fixed period or scheduled period of time from the membership start date.
Automatic Renewals
Automatic renewals is a function where recurring payments can be set up for supporters membership benefits
Grace Periods
Define a membership grace period to allow members to continue accessing services even when their renewal payment has failed
Automatic Email Notifications
Automatic emails can be sent through the membership process. For example when a membership is about the expire or when a free trial is about to end.