TntConnect 3.1 Now Available!

I am pleased to announce that the latest version of TntMPD is now available! Here are the main things about this upgrade:

  • TntMPD has a new name: TntConnect.
  • This release offers some huge new features for multi-national users: Multi-currency support… People who receive gifts in multiple currencies/multiple countries can now combine all of their TntMPD databases into one TntConnect database and it will display the gifts for each contact, in the currency they gave in! And because these folks will merge these databases, 3.1 offers multi-language newsletters: You can pick the language for each contact’s newsletter, then produce the newsletter list by language (using the Newsletter Tools button on the button bar).
  • This releases fixes all of the outstanding technical problems with Windows 10, Mac El Capitan, Google Maps & Google Login, etc.
  • You can easily export your current gift download by right-clicking on the list of new gifts before you click the “Sync” button to finish the download (helpful for those who want to see the list or act on it right away). This is before TntConnect runs the Automatic Actions for New Gifts.
  • In the Options you can enlarge TntConnect 125%, 150% or 200% if your monitor has made it too small to work easily
  • There are more than 70 other minor features and fixes.
  • Finally, the “Database Password” has been eliminated. It was problematic for most users, and was a false sense of security… since you can export all TntConnect data unprotected to your hard drive. Protect your computer instead. (And by the way, I strongly encourage you to store your database in Dropbox.)

Here is the official TntConnect 3.1 Upgrade Video

Also, in addition to this new blog, you may want to check out some new training videos on TntConnect. Hosted by a company called SmartStory, you can view a “Tip of the Week” (53 videos), all under 3 minutes long, at www.tinyurl.com/GoTntTips.

You can also view these videos on the free SmartPath App for iPhone and Android. Once you download the app, just enter our SmartCode (GoTntTips) to get right to the videos. (You do not need to sign up or register or subscribe–just go right to the videos.)

Note: This blog is not intended to be a forum, because the user-supported community/forum for TntConnect is very active–you can get answers to all your questions there. This blog is for tips and tricks and best practices to help you make the most of TntConnect.

Lookup Donors by Time Frame

Today’s question: “I’m working on sending an end of year ask. I’d like to filter for a list of ‘Everyone who gave a gift in the last 12 months’. How do I do this?”

This is a great idea and it is super-easy. I am asked this question often. In fact, in TntConnect there are multiple ways to get this same information. For one thing, TntConnect stores (in the Contact Table) a number of gift “details” for every contact. That is, these fields are stored in the same table as the names, addresses, emails, church names, etc., which means they are exportable.

The list of exportable fields is at the bottom of this post.

Do a Lookup | By Field | Twelve Month Total / is greater than / 0.

Or, another way is to use the Gift Table, using a Lookup by Giving.

Lookup | By Giving | [date range].

Doing lookups by giving offers so much flexibility. My wife and I, for example, send cookies to any partner who gives $50/month (that is, $600 / year). Now some partners may have missed a month, so their “average” is under $50, but their pledge is $50. Or their pledge may be $25, but they gave a $300 extra gift last summer, pushing their total giving over $600 for the year. So I’ll do a series of lookups to capture any contact who meets any of these four criteria:

  • Twelve Month Total / is at least / 600
  • Monthly Pledge / is at least / 50
  • Average Monthly Gift / is at least / 50
  • By Group / ‘Always gets cookies’ [e.g., includes relatives who do not give at all, a few neighbors and co-workers, as well as some long-term partners whose giving has dropped below the automatic $600 cookie threshold]

Helpful “Giving Details” fields that TntConnect stores for every contact in your database:

  1. Pledge Amount
  2. Pledge Frequency
  3. Pledge Received
  4. Monthly Pledge
  5. Pledge Start Date
  6. First Gift Date

Most recent gift fields

  1. Last Gift Date
  2. Last Gift Amount & Currency
  3. Last Gift Organization
  4. Last Gift Donor ID
  5. Last Gift Payment Method
  6. Good Until (or ‘Current Until’… when their next expected gift is)

Giving Summaries

  1. Prev Year Total
  2. Year Total
  3. Twelve Month Total
  4. Lifetime Total
  5. Lifetime Number of Gifts
  6. Largest Gift
  7. Average Monthly Gift

You can view these gift details right on the TNT Tab by clicking on the little drop-down arrow next to the “Individual” button:

Contact_DetailsTNTTab

NEW Lookup using the Contribution Report

Another way to lookup donors by time frame is by using a brand new feature in TntConnect 3.1: The “Lookup” button on the Contribution Report.

The Contribution Report has many different filters for time, type of gift, and currency. Once you see the contacts you are looking for, just press the “Lookup” button.

ContributionReportLookup

The only drawback to the Contribution Report is that it only goes backwards in time. You cannot select a date range (for example, you could view the past 24 months, but you cannot view only 12-24 months ago).