Eleo Glossary

Contacts

Contact Type:

• Individual - singular person or contact
• Company - type of business, large or small; generally, deals with a specific product
• Organization - general term for nonprofits
• Foundation - institution funded by donations and legacies
• Government - government agency
• School - place of education
• Vendor - person or company offering something for sale

Contact Status: active/inactive record

Assigned To: person following up on contact/donor, which must be listed as an Eleo user (either as a Full User or Solicitor only)

Contact Source: identifying how the contact became familiar with the nonprofit

Organization: name of business, company, foundation, government, school etc.

Comment: note recording information about a contact which remains permanent, not part of the chronological notes on the history tab (such as handicapped, board president 2006, avid golfer and fisherman)

Contact Links:  hyperlinks to social media and websites for contact (Ex. Facebook, Twitter, LinkedIn, etc.)

Contact Groups: used to name groups of contacts for identification/segmentation purposes (Ex. board members, volunteers, sponsors)

Contact Lists: a way to create a segmented list of contacts choosing specific information using Eleo's filter tool

Donor Interests: identified areas within the nonprofit that a donor/volunteer would be interested

Communication Preferences:

Formal Salutation: full, formal name of a contact - generally, includes prefixes.

Informal Salutation: conversational name of a contact - includes nicknames or preferred names                  

Other Name: name of contact to be addressed other than formal and informal salutation (such as The Smith Family)

Anonymous: hiding the name of the contact on reports in Eleo

Temporary Hold: block mailings for a designated period of time

Prospect Information and Interests:

Income Level: ranges of household income for prospect

Prospect Target: donation amount to be requested by donor

Prospect Rating: level of possibility of acquiring donor and donation

Prospect Status: stage of communication/relationship with the donor

Recognition Level: Donation levels created and named for recognizing donor contributions

Volunteer Information:

Volunteer Status: active or inactive

Attended Training: check box that indicates a volunteer has completed a required training

Training Date: date of training

Orientation Date: date of orientation

Volunteer Skills: list of specific skills needed within the nonprofit for volunteers to help

Volunteer Interests: areas of interest within the nonprofit for volunteers

Volunteer Days Available: days of the week when volunteers are needed

Volunteer Times Available: time of the day when volunteers are needed

Background Check: check off if background check was completed on a volunteer

History Tab: color coded view of notes, tasks, mailings, events and emails all in chronological order

Mailing: record of mailings sent from Eleo mailing module (marked as sent) which includes this contact 

Email: an individual email sent to the contact from inside the contact record. Entire email message remains in the contact’s history tab on the date sent.

Event: record of “invited” or “attending” to event tracked through the Eleo Event Module

Tasks: chronological record of all (calendar) tasks associated with this contact

Note:  chronological record of all notes associated with this contact

Gifts Tab: chronological view of all gifts, pledge payments, membership payments, and soft credits for this contact with the ability to click on each transaction to view, edit or delete

Pledge Tab: chronological view of all pledges for the contact with the ability to click each transaction to view, edit or delete

Tributes Tab: set up a new tribute name associated with this contact

Memberships Tab: record of memberships this contact is associated recorded in the Eleo Membership Module

Volunteer Hours Tab: record of volunteer hours for a contact which is originally recorded in the Eleo Volunteer Module

Documents Tab: upload outside documents, pictures, and spreadsheet to this contact

Relationships Tab: link Eleo contacts to each other or record an individual outside of the Eleo system to this contact  

Matching Gifts Tab: record of a matching gift company for this contact

Credit Cards Tab: secure record of the active credit cards on file for this contact – to be used to process credit card transactions from the individual contact record

Lists

Add Filter Type:     

Contact: all data fields within the contact record (including custom fields)

Gift: all data fields on the gift screen (including custom fields)

Membership: all data fields associated with a membership

Pledge: all data fields associated with a pledge

Event: all data fields associated with an event used in the Event Module

Grant: all data fields associated with a grant used in the Grant Module

Field: shows all data fields associated with the filter type

Condition: identify if the data field is, “equal to”, “not equal to”, “is blank”, is not blank”, “contains”

Filter: the result of the Filter Type, Field and Condition chosen

Tasks

Type: identifies which area of the database the task is associated

Category: name of the task (Ex. call, meeting, etc.)

Priority: level of importance

Subject: the title of the task

Time: hour of the task

Duration: how long is the task

Assigned To: who is the task to be completed by

Recurring Options: create the task to repeat more than once (Ex. daily, weekly, monthly, etc.) 

Copy Task: create the exact task a second time

Calendar

Assigned To: who are the tasks on the calendar to be completed by (must be an Eleo user in the system either as a full user or solicitor only)

Type: what area of the database is the task associated

Category: name of the task (Ex. call, meeting etc.)

Priority: level of importance

Complete: marking task as completed

Google Calendar: Eleo has a one-way integration with this task and calendar manager.

Gifts

Gifts: generic term for all types of donations

Payment Type: method of payment (Ex. cash, check, credit card, etc.)

In Kind: a type of charitable donation that references either a good, service, or expertise (Ex. computers, furniture, finances, administrative support, meeting space, business advice, etc.)  

Amount: total dollar amount of gift/donation         

Fair Market Value: dollar amount which received goods or services

Net Gift Amount: Gift amount minus Fair Market Value

Deposit Date: date the gift was deposited into a bank account

Check Number: number on an individual bank account check

Reference: open text box to add information about the gift

Send Receipt: print or email an Eleo receipt mailing template for this gift

Send Thank You: print or email an Eleo thank you mailing template for gift

Assigned To: staff or volunteer responsible for securing this gift

Anonymous: block this gift from showing up on reports

Notes: open text box for extended details about the gift

Campaign: an organized effort to raise a specified amount of money for a particular purpose in a specified period of time.

Fund: a specific place (Ex. bank account) where donations are held for a specific project, program, or general usage for the nonprofit.

Appeal: a request for a donation to a donor in the form of a letter or email

Appeal Category: name given to a group of appeals (this would be associated with designated appeals to be placed in the grouping)

Tribute: a gift associated in honor of or in memory of an individual, family, animal, etc.

Event: name of the event (in Eleo) associated with this gift

Gift Source: any identification of how the gift came to the nonprofit (Ex. Venmo, Facebook, outside fundraiser, etc.)

Matching Gift: a second donation made by a business or company directly related to the donor.

Soft Credit: the action of crediting a donor who has secured money for the nonprofit through another source (Ex. new donor, other funding, etc.) for the purpose of determining a donor’s standing within the organization

Pledges: 

Pledges: gift amount promised by a donor, to be paid in increments over a specified amount of time

Next Pledge Payment: scheduled date of next pledge payment

Pledge Date: actual date the pledge was made

Total Pledge Amount: total gift promised by donor

Number of Payments: number of payments it will take to pay gift in full

Start Date: the established date that the pledge becomes effective as the donor begins donating on that day

Payment Frequency: how often a payment will be made (Ex: weekly, monthly, quarterly etc.)

Payment Amount: incremental payment amount; not the pledge total

Assigned To: person following up on contact/donor, which must be listed as an Eleo user (either as a Full User or Solicitor only)

Payment Type: method of payment (Ex. cash, check, credit card etc.)

Amount: total dollar amount of gift/donation         

Tax Ded. Amount: portion of payment that is not associated with receiving goods and services

Promised Payments: number of pledge payments still to be paid

Gift Date: the date the donation was made (Check Date replaces this field for the Payment Type of Check)

Check Date: the gift date of a donation that was made by check

Deposit Date: date the donation was deposited into a bank account

Reference: open text box to add information about the gift

Send Receipt: print or email an Eleo receipt mailing template for this gift

Send Thank You: print or email an Eleo thank you mailing template for gift

Anonymous: block this gift from showing up on reports

Notes: open text box for extended details about the gift

Fund: a specific place (Ex. bank account) where donations are held for a specific project, program, or general usage for the nonprofit.

Appeal: a request for a donation to a donor in the form of a letter or email

Appeal Category: name given to a group of appeals (this would be associated with designated appeals to be placed in the grouping)

Tribute: a gift associated in honor of or in memory of an individual, family, animal, etc.

Event: name of the event (in Eleo) associated with this gift

Gift Source: any identification of how the gift came to the nonprofit (Ex. Venmo, Facebook, outside fundraiser, etc.)

Tributes:

Credit Cards:

Pledge Payments:

Batch: one or multiple pledges to be paid at the same time

Batch Date: date the batch of payments was completed

Pledge #: number given to each pledge in Eleo

Pledge Type: details of the pledge - once, recurring or matching gift

Credit Card Type: (Ex. Visa, Mastercard, Discover, Amex, etc.)

Process only 1 payment per Pledge: If ‘yes’ selected - only one pledge payment amount will be charged to the donor. If ‘no’ selected, you may opt to charge the donor for multiple pledge payments.  

Stop Processing on Error: If ‘yes’ selected – when a single credit card transaction errors out, the entire batch of pledge payment will stop. If ‘no’ selected – when a single credit card transaction errors out, the remaining batch pledge payments will continue to be processed.  

Search Gifts:

Trans. Types: transaction types are the category of donation identified in Eleo (Ex. gift, pledge, membership or soft credit)

Appeal Category: name given to a group of appeals (this would be associated with designated appeals to be placed in the grouping)

Event: name of the event (in Eleo) associated with this gift

Anonymous: block this gift from showing up on reports

Gift Source: any identification of how the gift came to the nonprofit (Ex. Venmo, Facebook, outside fundraiser, etc.)

Membership Type: name given to the membership

Membership Level: name given to the different levels of a membership

Membership #: the number given to identify the individual membership

Events

Event: name of the event

Category: name given to the different types of events (Ex. outreach, educational, fundraising)

Goal: the monetary goal of the individual event

Projected Income: the amount of (paid and unpaid) activity reservations for the event.  

Actual Income: the amount of all gifts paid associated with the event.  

Event Expenses:

Vendor: company or organization providing the service

Expense Type: the category of goods and services for the event (Ex. food, printed materials, decorations, etc.)

Payment Type: cash, check, credit card, etc.

Expense Reference: open text box to give details about the expense listed

Activities:

Activity: the action a person takes to participate in the event.

Activity Type: a group of individual activities (Ex. journal ad sizes, raffles, sponsorships)

Fair Market: the price of goods and services received

Sold: number of activities already purchased

Amount Sold: the total number of each activity sold

Attendance: the participation of a person coming to the event

Participants: individuals or organizations invited to the event or who have given to the event in some way

Groups:

Group #: label your groups by number

Group Details:

Available: number of spaces available in each group

Assigned: number of spaces filled in each group

Remaining: number of spaces remaining in each group

Event Mailings: any correspondence sent surrounding the event

Event Documents: any documents associated with the event

Event Reports: easy access to event reporting

Volunteers

Volunteers Needed: number of volunteers needed for the job

Skills Needed: volunteer skills needed for the job

Location: location of actual job site

Volunteers –

Contact: biographical information of volunteer

Orientation: indicates if the volunteer has completed orientation

Background Check: indicates if the volunteer has completed a background check

Status: active volunteer versus inactive volunteer

Volunteer Skills: skill sets indicated by the volunteer

Volunteer Interests: areas of interest indicated by the volunteer

Hours –

Volunteer: name of volunteer or organization

Date: date the volunteer worked

Notes: add additional information about the volunteer’s experience and preferences

Search Volunteer Jobs –

Volunteer Job #: the number assigned by Eleo to identify this volunteer job

Filled Status: the number of volunteers assigned that matches the number of volunteers needed

Skills: skills needed for the job you are searching

Days: days of the week the job will be worked

Memberships

Membership Type: Name of Membership

Membership Level: names given to the different levels of membership

Status: active or inactive

Amount: cost of the membership

Fair Market Value: the value of good and services received

Original Enrollment Date: the actual date a person became a member

Start Date: the beginning date of the new or renewed membership

Expiration Date: when the membership expires

Transaction Type:

New: new to your organization

Renewal: renewing a previously held membership

Given By: optional to put in a name of a different person than member who initiated the membership

Print Renewal Notices: checked to indicate completion of this action (outside of Eleo)

Print Membership Cards: checked to indicate the completion of this action (outside of Eleo)

Send Benefits: checked to indicate the completion of this action (outside of Eleo)

Process Memberships:

Active Membership: membership that is up to date with payments and registration

Lapsed Membership: membership that is missing payments and/or registration

Dropped Membership: membership that has been dropped due to lack or payment and/or registration

Process Type:

-Move Active Membership to Lapsed: change the status of active members to lapsed, generally during a set time period after a missed payment and/or registration

-Move Lapsed Memberships to Dropped: change status of lapsed members to dropped, generally after a longer period of inactivity

-Move Lapsed Memberships to Active: change the status of lapsed members to active; member has caught up on dues and renewed registration after missing previous due dates

Days Over: number of days the membership is overdue

Based On: current date or date passed

Expiration Start Date: beginning date the membership has expired

Expiration End Date: end date the membership has expired

Grants

Grant Name: name of the grant indicated by the awarding organization

Grantor: awarding organization

Funder Type: type of organization funding the grant (Ex. private foundation, government, bank, etc.) - this field is customizable

Tasks: tasks required for this specific grant

Milestones: Milestones are short term indicators of progress

Expenses:

Vendor: company or organization providing the goods and/or services

Expense Type: the category of goods and services for the grant

Amount: cost of the vendor, good or service

Payment Type: cash, check, credit card, etc.

Reference: notes recorded related to the expense

Awards:

Budgeted Amount: amount nonprofit has budgeted to receive

Due Date: date the grant is expected to respond if the grant was awarded

Actual Amount: the actual funding amount awarded to the nonprofit

Date Received: date the funds are received by the nonprofit

Documents:

File Types: word document formats, picture formats, spreadsheet formats

Reports: a selection of reports related to this specific grant

Mailings

Dashboard: shows gifts that were entered but have not received receipts and/or a thank you

Gifts Without Receipts: gifts recorded in Eleo without a receipt mailing sent to donor

Gifts Without Thank Yous: gifts recorded in Eleo without a thank you mailing sent to donor

Mailing History: all previous mailings sent by your organization through Eleo

Mailchimp/Constant Contact –

Email Lists: list of names and email addresses sent out of Mailchimp or Constant Contact. You are able to transfer contacts into Eleo.

Campaigns: list of campaigns already created in your email provider. This allows you to have automatic access to pre-made campaigns within Eleo’s drop down in mailings.  

Settings: Mailchimp/Constant Contact account information; lists your previously sent mailings and number of contacts emailed for each mailing.

Template:

Template Type: 

Letter Template: the body of the letter created in Eleo’s mailing system using Eleo data fields throughout the text

Mail Merge Template: data fields chosen to use on an Excel spreadsheet to send to Microsoft Word.  (The body of the letter lives in MS Word and the fields from Eleo will be merged into the Word document.)

Email Template: data fields chosen to send to Constant Contact or MailChimp for an email campaign.  (The body of the letter lives in Constant Contact or MailChimp and certain fields from Eleo can be merged into the email campaign.)

Mailing Type: 

Mailing/Appeal: general email or hard copy letters sent to your donors for various reasons (Ex. newsletters, campaign appeals, etc.)

Thank You: thank you acknowledgment sent to a donor specifying details of the gift

Receipt: a receipt acknowledgement sent to a donor specifying details of the gift

Pledge Reminders: details of a pledge amount due, sent to a donor

Events: all communications associated with an event recorded in Eleo’s Event Module

Membership Renewals: renewal notices sent to donors whose memberships are close to expiration or whose renewal periods are almost over

When creating a Mailing:

Sort By: This will be the order the records are sorted in the downloaded mailing file (Letter, Mail merge file, or Email file). Does not apply to Formatted labels or Excel Labels.

Web Forms

Contact Form: web form used for collecting contact information (ex. volunteer interest)

Donation Form: web form used for online donations

Event Registration Form: web form used for event registrations; allows participants to register for event activities

Membership Form: web form used for processing new member applications 

Standard: does not adapt to different screen sizes

Mobile Responsive: adapts to screens on mobile devices

Embedded: information fields of the form are placed directly into an existing page on the website

Standalone Page: web form is a separate page accessed through a link on the website

Standalone Button: web form is a separate page accessed through a button on the website

Required Fields: non-optional fields that must be filled in by participants

Optional Fields: fields that your organization may want to include on a web form, but are not required

Content: personalize organization’s web forms with branded images and text

Upload Image (header): upload your organization’s logo or branded image, to appear at the top of your web form

Upload Image (footer): upload your organization’s logo or branded image, to appear at the bottom of your web form

Header Text: display a personalized message below your web form header

Footer Text: display a personalized message above your web form footer

Default Field Values: set up the pre-selected option for specific fields in the contact record and gift screen being captured on form

Confirmation: set up your Confirmation Page and Thank You Email

Confirmation Message Text: write an automated, personalized receipt to donors/volunteers/contacts; use confirmation fields (located on the right-hand side of the screen) to include fields that will automatically populate with donor information

Email Message Content: write an automated, personalized email to donors/volunteers/contacts; use confirmation fields to include fields (located on the right-hand side of the screen) that will automatically populate with donor information

Confirmation Fields: the merge fields you can use in your confirmation message and email

Fund: link your webform to a specific fund; donations from the form will automatically sync with this fund

Page Type: identifies if the web form is embedded into a page on the website or if it is a standalone page and is accessed through a link or button on the website.

QuickBooks

QuickBooks Online: Eleo has a one-way integration with this accounting software.

QuickBooks Dashboard: monitor your QuickBooks status, including the number of linked and not linked contacts, sent and not sent gifts, and fund settings

Contact Synced: refers to the date and time that contact information from Eleo was sent to your QuickBooks account

Gift Synced: refers to the date and time that donation/gift information was sent from Eleo to your QuickBooks account

Integration Type: this refers to the QuickBooks Setting you choose in Eleo.  (See Library Guide: How to Use Settings for more details)

Link Contacts: the active process of sending contact information to QuickBooks

Send Gifts: the active process of sending gift information to QuickBooks

Reports

Unique Donor: A contact that has made at least one donation to a nonprofit.

Donor Retention: The process of engaging constituents so they continue to give to your organization year after year.

Donor Retention Percentage: A calculation of the number of returning donors in the most recent year divided by the total number of donors for the year it is being comparing to (Ex. if you have 31 donors who gave a second time this year, and you had 102 donors who contributed to your nonprofit last year, your donor retention rate would be 30%).

Repeat Donor: Supporters of your organization who have made a donation more than once.

Lapsed Donor: A supporter of your organization who has contributed in the past to your nonprofit, but has not within a specific timeframe (Ex. the last two years).

Please see our Report Guides for further definitional information.

Settings

System Settings: options chosen which effect the overall use of the database

Smarty Streets: Eleo has a one-way integration with this address verification platform.  

EleoPay: the in-house payment processor for our software.

Account Settings:

Lookup Tables: custom look up fields (Ex. Contact groups, donor interests, etc.)

Custom Fields: custom data fields added to a contact record, gift screen or in the grant module

Required Fields: ability to make a data field required (with a red asterisk) in order to save the information on the screen

Duplicate Check: checking a list of contact records against other similar named records to identify same information and merging the two records into one contact

Merge Contacts: choosing two specific contact records to combine into a single record

User Settings:

Users: a person who has access to login and use the Eleo database

Full Users: a person being added to the system who has access to log in

Solicitor Only: a person being added to the system in name only for the purposes of the “assigned to” field

Administrator: a user role that is given full access to all rights in the system

Roles: creating specific limits to use the database by a user and naming each one (Ex. intern, volunteer, board member, etc.)

Job Title: the term used to describe in a few words or less the position held by a staff member.  This can describe the level of the person holding the position (depending on the job), or the responsibilities of the employee holding the position.  

Gift Settings: 

Campaigns: an organized effort to raise a specified amount of money for a particular purpose in a specified period of time.

Funds: a specific place (bank account) where donations are held for a specific project, program or general usage for the nonprofit.

GL Account: General Ledger Accounts are used by Bookkeepers and Accountants to classify types of financial transactions.

Appeals: a request for a donation to a donor in the form of a letter or email

Appeal Categories: name given to a group of appeals (this would be associated with designated appeals to be placed in the grouping)

Membership Settings: 

Membership Types: names of the memberships (customized by the nonprofit)

Recognition Levels: creating names to levels of donations for donor recognition 

Constant Contact Settings: allows you to set up your integration with Constant Contact

Mailchimp Settings: allows you to set up your integration with Mailchimp

QuickBooks Settings: allows you to set up your integration with QuickBooks