Portfolio by Amergent

Amergent, using Engaging Networks API, has a connector providing a bi-directional data sync between our Portfolio Solution and Engaging Networks. Our clients can now select the information they want shared between the two platforms. A key benefit is you can begin to reap the benefits of a truly “multi-channel” approach to fundraising. This is accomplished by enhancing the depth of your supporter data allowing for more sophisticated analysis. Ultimately you are improving your supporter’s experience by developing more insightful targeted segments for online and traditional communications such as direct mail and telemarketing.

Engaging Networks to Portfolio

The sync is scheduled to run daily. Once the sync is set up and running, a client can expect Engaging Networks transaction files to be delivered and imported into Portfolio each day. Based on client business rules, exception reports along with the corresponding transaction files can be delivered for review and exception processing.

Supported Transactions:

  • New Constituents
  • Constituent updates
  • One-time and recurring gifts
  • Recurring pledges
  • Tribute donations
  • Fulfillments
  • Preference management
  • Digital communication history
  • Adding to this list based on client feedback
  • Portfolio to Engaging Networks

The sync is scheduled to run daily. Based on your business rules, you will have the most current information available in Engaging Networks.

Improved Experience

  • Setting up and running supporter profiles
  • Sending customized email messages to your supporters
  • Customizing action instructions to improve supporter experience on your pages
  • Viewing Supporter records

For more information on how Portfolio and Engaging Networks can provide a complete solution call Helen Martocchio, Vice President P: 978-278-1946