Julep - Moves Management

Moves Management will help you manage your donors from discovering them to receiving the major donor.  Designed specifically to track a major donor through your committee’s donor life cycle.  It utilizes features you already know and love in Julep, such as Tasks and Notes, while incorporating a whole new dashboard and exciting layout!

To track, assign a People Record a Move and then move them from Discovery to Completion while tracking any interactions you have with the prospective donor in the way.

Moves Management Dashboard

Access the dashboard from the More section of the Julep menu.  Once there, there are three different layout options. 

• Dashboard View – Here you can see a visual layout of every People Record that is in your Moves Management Cycle.
• Search – Use the available search filters to narrow down the People Records.
• List View – Here you can see a list view of the People Records in the cycle, as was filter to narrow down.

Dashboard View

Dashboard View shows the People Records and their Moves laid out in columns based on the five stages. 

• Each header identifies the total prospective donations and number of moves in that stage.
• Quick Search allows you to quickly find a People Record in the cycle by Name or PID.
• Click to add a new Move (see more on adding below).
• Drag and Drop the Panel boxes into new columns to quickly change the Move’s stage.

The Panel Boxes give you a quick overview of the record and the Move.

• The first line under the donor name identifies the respective Moves plan. Your organization can set up multiple different Move plans for Major Donors, Midsize Donors, and more.
• The first $ number identifies how much the Move proposal amount is for.
• MRC identifies the donor’s most recent contribution amount and date.
• The due date is located at the bottom right of the panel and tells you when the move is expected to be completed.
  • The due date will display a different color, showing the Move is overdue.
• identifies the number of open tasks.

If you click the Donor name in the panel, it will open the move for editing, see below, or hover over the  button with your mouse to gain access to additional action items:

• Add a Task – Add a task to the Record and Move
• Add a Gift – Add a gift to the Record
• Donate Now – Process a Credit Card contribution in Julep. Contact Customer Support to find out how to enable this feature.
• Add a Note – Add a note to the Record and Move

List View

List view shows the People Records and their Moves laid out in lists per one of the five stages. 

• You can add/remove stage(s) in the list by clicking the boxes at the top.
• Quick Search allows you to quickly find a People Record in the cycle by Name or PID.
• Click to add a new Move (see more on adding below).
• Use the options on the bottom right to pull Call Sheets, Exports, or Mail Merge the respective list.

The List View gives you access to a couple of action items for the Moves.

• Edit Move – Open to edit
• Donor Profile – Open the People Record
• Delete – Delete the Move
• Add a Task – Add a task to the Record and Move
• Add a Gift – Add a gift to the Record
• Donate Now – Process a Credit Card contribution in Julep. Contact Customer Support to find out how to enable this feature.
• Add a Note – Add a note to the Record and Move

Search View

Search View gives you Julep’s classic search feature – use the Filters and Output Fields to generate on screen results and export an excel of your Moves. Enter search view by clicking .

Key Filters:

• Manager – Manager assigned to the Move.
• Stage – What stage in the cycle, such as Discovery or Cultivation.
• Plan – The assigned plan such as Midsize Donor or PAC.
• Due Date – The date the move is due.
• Opened Tasks – Will filter for moves with opens tasks that need to be completed
• Next Task Due – Search for moves with Tasks due on a certain date or date range.

Search Results:

• Use to add a new Move
• Use to open a Move for editing
• Use to delete a Move
• Use to export the results to a Excel.  Output Fields will help you select what information to export.

Add Moves

1. To add a Move, click on any of the layouts reviewed above.

2. Then search for and select the People Record to assign the Move to or add a new People Record to the database by clicking .

3. Add the Move details:
   • Subject – Required field
   • Life Cycle Plan – select a Plan for the Move, these can be edited in People Settings.
   • Life Cycle Stage – select the Stage for the move. It will default to 1. Discovery.
   • Proposal Amount – Input the amount you propose to raise from the donor.
   • Proposal Amount Accepted – Intended for when the Move is completed.
   • Relationship Manager – Which user is assigned to manage the Move.
   • Created By – Will default to user logged in.
   • Due Date – Date the Move completion is due by.
   • Created On – Will default to the current date.
   • Note – Detail and outline the Move for this donor.
   • Attachment – Attach proposal information, donor profile, and more

Edit a Move

To edit a Move, access the move from the Panel Box, List, or Search Results. 

You can edit all of the Move details that was detailed under Add a Move, including changing the Stage and submitting a Proposal Amount Accepted, and more. 

• - Click access to the Record’s relationships.
• - Click to access the Record’s phone and email information.  If on a mobile browser, you can one click call with the phone numbers.
• - Click to access the call sheets to print and download.
• - Click to add a gift.
• - Click to process a gift in Julep.  Contact Julep Support if you want to have this enabled for your database.

If you scroll to the bottom half of the Move you can manage activity for each stage of the record’s Life Cycle.

• Use the tabs to move back and forth between stages.
• Open Tasks
  • Click to add a new task or note to the People Record and the Move.
  • Click on any of the Subjects to open and edit the task or note.
  • Click to delete any of the tasks or notes.