TntMPD
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Exploding TntMPD 2.0 » Quick Reference Guides » Reference Guide: The MPD Tab
Reference Guide: The MPD Tab

Contents

Introduction
TntMPD Overview
TntMPD History
Shortcuts
TntMPD Views
Quick Reference Guides
Reference Guide: TntMPD Overview
Reference Guide: Managing Contacts
Reference Guide: The MPD Tab
Reference Guide: Tasks & History
Reference Guide: Using Lookups
Reference Guide: Using Appeals
Reference Guide: Using Mail Merge
Reference Guide: Import Contacts
Reference Guide: Using Groups
Getting Started
About Printing
Installing TntMPD
Login/Password Error
Tutorial: Creating a new TntMPD database
Setting TntMPD Options
Tutorial: Set Your TntMPD Options
General Tab
Gifts Tab
Regions Tab
International Tab
User Interface Tab
Installation Tab
Managing Contacts Overview
Tutorial: Contact View Overview
Tutorial: Adding/Editing a Contact
Matching Contacts
Exporting Contact Information
Summary Data
Address Tab
Greetings
Phone Numbers
Email/Internet Addresses
MPD Tab
Tutorial: MPD Tab Overview
MPD Phase
Next Ask
Pledge
Region
Referred by
Likely to Give
Send Newsletter
Deceased Contacts
Direct Deposit
Magazine
Tasks/History Tabs (Contact View)
Groups Tab (Contact View)
Notes Tab
Personal Tab
Pictures Tab
User Tab
Other Contact/Group Menu Items
Add Referrals
View Organization Info
Address / Phone Out of Sync
Manually Add Donor IDs
Combining multiple accounts for one contact
View Details
Send Email to your Contact(s)
Deleting Contacts
Importing Contacts
Address Input from Web
Gifts & Appeals
Tutorial: Downloading Gifts from the Web
Giving History
Tutorial: Adding New Gifts
Gift Input Form (manual input)
Address and Gift Input from File
Dealing with Gifts
Editing Gifts
Deleting Gifts
Splitting Church/Foundation Gifts
Appeal Tracking
Tutorial: Creating Appeals
Associate History with an Appeal
Tutorial: Log gifts from an Appeal
Review Appeal results
View Giving Trends Report
Lookups Overview
Tutorial: Create a Basic Lookup
Lookup Dialog Box
Successive Lookups
Lookups Sort Order
Lookup Menu Items
Lookup Favorites
Default Lookup
MPD Lookups
Groups / Saved Groups
Current vs. Saved Groups
Tutorial: Setting up a new Saved Group
Current Group
Tutorial: Change a Field (for all Contacts in the Current Group)
Tutorial: Log History (for all Contacts in the Current Group)
View Giving History
Send Group Email
Tasks & History
Task Types
Tutorial: Schedule a Task
Tutorial: Log History
Automatic Action for New Gifts
Clearing or Exporting Tasks
Writing Meaningful Descriptions
Saved Descriptions
MPD Phase Auto-change
Analysis & Tools
Analysis View
Support Progress Box
Contacts & Referral Pool
Weekly Activities
Charts
Pledge Fulfillment Report
Contribution Report
Birthday & Anniversary Report
All Pictures
Other TntMPD Tools
Schedule View
Sync with Outlook
Mail Merge
Tutorial: Mail Merge
Tutorial: Mail Merge-Labels
Tutorial: Email Merge
Mail Merge Favorites
Practical Merge Tips
TntSync
Tutorial: Synchronize two TntMPD Databases
Tutorial: Synchronizing Files & Folders
Backups
Copying your Database
File Maintenance
Compact & Repair Database
Check for Updates on the Web
Exporting from TntMPD
Link with Microsoft Access
Getting Help
Community View
Error Reporting
View System Info
Help | About
Pick Lists
TntMPD Pro
All TntMPD Tips

Syndication

Reference Guide: The MPD Tab

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The MPD Tab in the Contacts area is the core financial information area about your contacts. This page tells you the MPD phase of the contact, from stranger to committed financial giver or pray-er, as well as who referred this contact, all of their gifts to date, whether they get your newsletter or not, etc. This section covers these concepts in brief. They are expanded on subsequent topics.

Overview

The MPD Tab contains the primary fields that define a contact's financial partnership on your team.

MPD Tab fields

MPD Phase

The point your contact is at on the cycle of MPD for your team.

Read More > MPD Phase

Next Ask

To schedule a future “ask” time. Tip: Almost all of your contacts should be challenged at some point in the future.

Read More > Next Ask

Pledge

Dollar amount and frequency of pledge. Check box indicates they have begun fulfilling their pledge. Tip: Do not check the box when you record the pledge. TntMPD will check the box when you receive/download the next gift.

Read More > Pledge

Region

Geographically combine your contacts. Useful for lookups and future MPD maintenance. You define regions that work for you.

Read More > Region

Referred by

Type the name of the person who gave you their name. If “Referred by” is bold (as shown in picture above), that indicates this contact has several referrers; click on the bold letters to see the whole list.

Read More > Referred by

Likely to Give

To assist in future fund-raising, you can assign one of three likely-to-give levels.

Read More > Likely to Give

There are four checkboxes for doing future look­ups and analysis of your team:

Send Newsletter

For people who receive your newsletter. This checkbox (true/false) is used when doing the Newsletter Recipients and Relevant Contacts lookups.

Read More > Send Newsletter

Deceased

To avoid the loss of financial history, do not delete a donor who is deceased. TntMPD does several things automatically once you check this box to make it apparent when a contact is deceased.

Read More > Deceased Contacts

Direct Deposit

In some countries, ministry partners can give recurring gifts directly via their bank accounts. This check box helps you track who those are.

Read More > Direct Deposit

Magazine

If your organization has one, check this box to indicate who you send this magazine to.

Read More > Magazine

Bottom Section

The lower half of the page is the giving history of this contact. The column on the left lists the date of each gift, followed by the amount, and any appeal with which this gift is associated.

For information on how to add, delete, and edit gifts shown on this page, refer to the topic on Giving History.

Read More > Giving History

The box on the right is a graphic history of this contact’s giving. You can choose how many periods to view, as well as whether you want to view just this contact or the Current Group of contacts. The Current Group is the list of contacts to the left (not shown in the above picture).

Tip: Gifts columns

You can change the columns in the Gift window shown by dragging the column headings to the left or right (there may not always be additional columns). You can widen any column by clicking on the line between two columns.

Read More > Gifts & Appeals

Summary Data

At the top right of the Contact View is a summary of each contact's MPD activity. This displays four items:

MPD Phase or Pledge

The MPD Phase is shown unless they are a financial partner. In that case, it shows their pledge amount and frequency.

Giving Status

A colored dot representing their status. A PARTNER-Financial will show no average until their first gift is received, even if the Pledge box is checked. See the table below for a description of each colored dot.

Average monthly gift

This average computes differently for financial partners (PARTNER-Financial MPD Phase) than for other MPD Phases. Financial partners are computer on the average associated with their pledge, while non-financial partners are computed on a straight 12-month average.

Read More > How monthly average is computed

Donor Number

If you download gifts from your organization, TntMPD will display the donor number(s) for this contact.

Color

Example

Who?

Description

Gray

Non-financial contacts

No current gifts

Light Blue

Financial partners

Pledge box unchecked and no gifts ever received

Green

Financial partners

Current on pledge

Yellow

Financial partners

Behind on pledge (30-60 days)

Red

Financial partners

Behind on pledge (61 days or more)

Purple

Only partners whose MPD Phase is not PARTNER-Financial

Recent gift

Read More > View Organization Info

Tip: Address / Phone numbers out of sync with your organization

Out of sync. When a contact’s address/phone in TntMPD has an unresolved discrepancy with your organization’s address/phone, their address/phone will be bold and red. There is a special Lookup just to find and resolve all these issues

Menu Path: Lookup | Address/Phone Sync

Click on the red address or phone to view your organization's information.

If you see the organization's address is one you know is an old address, contact the office so they can update their address.

Read More > Address / Phone Out of Sync

Note: TntMPD will only compare your organization's address with your database when you use Address Input from Web. It will not make this comparison on an ongoing basis as you download gifts. When you do an Address Input from Web, it will clear any choices you made previously about whether to accept TntMPD or accept your organization.

Menu Path: Tools | Address Input from Web

MPD Phase

The MPD Phase is a critical piece of information for TntMPD.

n/a

The default MPD Phase for a new contact. However, you should move your contacts into another phase as quickly as possible.

Never Contacted

The typical starting place for a new contact. Ideally, most contacts will move through these early phases rapidly!

Ask in Future

As a contact moves through the phases, you will typically start them with Ask in Future. Also, a contact may have requested that you contact them again at a later date.

Call for Appt

You have initiated some form of interaction with your contact and now need to follow up on it. For example, you may have sent a letter and now need to follow it up with a phone call.

Appt Scheduled

Obvious.

Call for Decision

The appointment or phone call has occurred, and now you need to follow it up (soon) for a decision.

This is the Decision Line.

Contacts above this line have not made a decision, while those in the phases below have made a decision.

PARTNER-Financial

This contact is a regular giver; their giving will be automatically checked against their pledge, and you will be alerted when they give an amount greater than their pledge.

PARTNER-Special

This giver does not have a regular pledge. When they give, you will be alerted to send a thank you.

PARTNER-Pray

A contact who has committed to praying regularly for your ministry.

Not Interested

This person has been contacted and has indicated a desire not to be a part of your ministry.

Never Ask

You do not intend to ask this person to join your team. They may be a family member who gets your newsletter but is not interested in your ministry per se. Or they may be deceased.

MPD Phase Flow Chart

More on MPD Phase

MPD Phase is a critical piece of information. You should select an MPD Phase for every contact.

The MPD Phase, in combination with the Pledge amount and frequency, are the cornerstone of the lookups and analysis tools.

Best MPD Phase for new contacts:

By default, new contacts are assigned "n/a" as their MPD Phase. You should change them to "Never Contacted" until you make the initial contact, at which point you would begin moving them down the list.

You can change the MPD Phase for the entire Current Group.

Menu Path: Group | Change a Field (for all Contacts in the Current Group)

You cannot use Change a Field to change the MPD Phase to "PARTNER-Financial" because TntMPD requires financial partners to also have a pledge amount and frequency.

TntMPD suggests MPD Phase changes

TntMPD has a special feature that will sometimes prompt you to change a contact’s MPD Phase based upon a certain task you perform.

Read More > MPD Phase

Pledge Amount

If a contact's MPD Phase indicates they are a regular financial giver (“PARTNER-Financial”), then TntMPD compares their giving to their pledge commitment and offers assorted features:

Automatic Actions for New Gifts (TntMPD checks a gift when it is downloaded, and creates tasks for you if warranted)

Read More > Automatic Action for New Gifts

Pledge Fulfillment Report tells you the current status of each financial partner in relation to their pledge.

Read More > Pledge Fulfillment Report

Updates the Status Dot
Support Progress box on the Analysis View.

Read More > Pledge