TntConnect
Helping you build powerful connections for a lifetime of ministry...
Session 4: MPD Tab

Contents


It is our pleasure to provide this software free of charge to help you in your ministry.  We're so thankful for our partners who make this possible!

About TntWare

Syndication

The MPD Tab is the core of the financial information for TntMPD. Without the MPD Tab, TntMPD is just another contact manager (though a very good one!).

TntMPD uses the MPD Tab information for its underlying analysis, and for donors, the automatic creation of tasks related to their giving. For that reason, it is important to define at least some fields for every contact.

This tutorial is designed to familiarize you with the fields on the MPD Tab. You can find greater detail on each of these fields in their respective topics.

Tutorial: MPD Tab Overview

It may be helpful to create a new sample contact so that you are not inadvertently modifying a real contact's information.

1.Create a new Contact, Snoopy Brown.

2.Define Snoopy's MPD Phase as PARTNER-Financial, indicating he wants to be a donor who gives on a regular basis.

3.Now define Snoopy's Pledge as 50 and the Frequency as Monthly. Leave the Pledge box unchecked and TntMPD will check it automatically when their first gift arrives (below).

Note: Although the amount appears as Dollars ($), this is because the box is displaying the computer's defined currency. If you were in Germany, it would appear as €50.00. TntMPD is not concerned whether they are dollars or euros; it is just a number. TntMPD does not know the currency in which the gift was given.

When you enter this pledge amount but there are no gifts, TntMPD will display this pending status in the Summary Data.

4.Check the Send Newsletter box to ensure that Snoopy gets your newsletter.

5.Ignore the Region field. The Region field will be grayed-out if you did not enter an address, because TntMPD requires a city and/or postal code to associate a contact with a geographic region.

6.Enter Charlie Brown as the referrer in the Referred by box. It is very helpful to know who the source is for each contact in your database.

Tip: Referred by

Having a referrer helps you remember the source of each contact.

A contact can have multiple referrers. When there are multiple referrers, the words "Referred by" are bold.

The words "Referred by" are a hot spot. Click on them to open the Referred by box and add / edit / delete referrers. In that box, whichever referrer you click on last will be the displayed referrer.

The referrer does not have to be in your contact list.

The referrer does not have to be a person; it could be an event (for example, "2009 Church Missions Conference").

Read More > Add Referrals

7.Other MPD Tab fields.

Likely to Give

Leave as Unassigned

Deceased

Leave unchecked

Direct Deposit

Leave unchecked

Magazine

Leave unchecked

8.Add a $50 Gift for Snoopy by right-clicking in the Gifts grid. This gift represents his first gift as part of your team. (Do not worry about any of the gift fields such as appeal, available on web, etc.)

9.Notice the following things have happened after you entered the gift:

The gift appeared in the Gift list

The gift appeared in the total giving graph

The pledge box checked automatically, indicating the first gift had arrived

The Summary Data area was updated to reflect the gift

An automatic action occurred and a thank you task was created. The number of tasks for this contact also appeared in the Tab.

Read More

The MPD Tab topic contains a broader overview, with links to every MPD Tab topic.

Read More > MPD Tab

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. If this contact is a person you do not intend to ask to join your team, you should move them to #100, “Never Ask”

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 ‘contact’ 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 contact has indicated a willingness to give, but without a specific time frame or amount. 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.

This is their "No" decision.

Unresponsive

You have not been able to get a response from this contact. This differs from "Not Interested" because you are not able to determine whether or not they are Not Interested. (No decision has been made.)

The great challenge with this group is finding the balance between being persistent and being pushy. You may want to contact the original referrer for insight on how to approach this contact for a decision.

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.

This is your "No" decision.

Research Abandoned

You have not been able to reach this contact at all.

You may want to contact the original referrer to see if you can get more accurate contact information.

Expired Referral

It is prudent to follow up on referrals quickly. After an extended period, it may be awkward to use the referrer's name. These contacts are valid referrals, but a reasonable time to contact them has passed.

You may want to contact the original referrer to see if you can get more accurate contact information.

 

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 Actions | Mass Change a Field

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

View > Video: Entering Pledges

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

Frequencies you can assign to contacts:

Frequency Name

Frequency (in months)

Description

monthly

1

gives pledge amount every month

bi-monthly

2

gives pledge amount every other month

quarterly

3

gives pledge amount every 3 months

quad-monthly

4

gives pledge amount every 4 months

semi-annual

6

gives pledge amount every 6 months

annual

12

gives pledge amount every 12 months

biannual

24

gives pledge amount every 24 months

It is not possible to assign semi-monthly or bi-weekly frequencies.

Running lookups and exporting on the Pledge field

When doing Lookups on the pledge field, TntMPD will provide a drop-down box with the frequencies in text form (such as monthly or annual). But when you export the Current Group, the pledge frequency will appear as a number (shown in the above table.

If you import data (for example, if you import your contacts and choose to import their pledge information also), you will need to use the numerical equivalent.

Tip: Pledge received

When a potential partner makes a pledge but does not give you the first check, enter the pledge amount but do not check the Pledge Received check-box. When you enter the gift manually (when you receive the check), or when it is processed by the organization and downloaded (an EFT gift, for example), then TntMPD will automatically check the box and alert you that the partner has made their "FIRST" gift.

Having the Pledge Received box unchecked also makes certain this contact appears in the "Outstanding Pledges" box of the Pledge Fulfillment Report.

Read More > Pledge

Tip: Increased pledge is a First gift

When a donor increases their pledge, enter the new amount, then uncheck the Pledge received box. TntMPD will alert you when the FIRST gift of this new pledge has arrived. This will also reset TntMPD's start date for the pledge and the way it computes the donor's Average Monthly. (This way, it does not take two years for their average to rise up to their current pledge amount.)

Read More > Pledge

Tip: Sporadic Givers

A sporadic giver is a person who pledges a certain amount at a certain frequency, but is not faithful either in the amount or the frequency. Because of this, you may enter a pledge for them, but TntMPD will be continually reminding you that they are behind on their giving. Conversely, if you do not put a pledge amount, you will be alerted to send a thank you each time they give because TntMPD will regard their gift as a special gift (if you use Automatic Action for New Gifts). Frankly, there is no way around this.

Read More

Read More > Gifts Tab

How TntMPD automatically checks the Pledge box in response to a first gift.

Read More > Automatic Action for New Gifts

Read More > Summary Data

For how TntMPD visually shows you a partner's status related to their pledge.

 

Exercises Session 4: MPD Tab

1.Change your MPD Phase to "Never Ask". Remember, you are Bob Parr!

2.Change the MPD Phase for all other contacts to "Never Contacted"

3.Fred Flinstone calls to let you know that Perry Masonite died in a rockslide. Check Perry Masonite as Deceased. (Remember to hit Save for the automatic actions to occur. You normally do not need to hit Save any time in TntMPD, but in this case doing so lets you see the actions occur.) What happened to his MPD Phase?




© 2018 TntWare | Privacy | Terms of Use