Glossary of Alpine Terms

This list will show you the definitions of commonly used terms in your Alpine Database

Actions

Actions represent a way to classify an entry in Alpine. There are several Action types available in Alpine. These include Donations, RSVP’s, Membership Payment, Check-In, Volunteer Hours, Email Send, Email Open, Email Click, Phone Call, Text, Meeting, Letter, and Note. For example, a Donation Action is used to input a manual donation entry while a Phone Call Action is used when you want to leave a record that you made a phone call, or that you are going to make a phone call in the future.

Action Interface

On the left-hand sidebar of your Alpine database is our most granular reporting tool. Clicking on “Actions” will take you to this area of reporting. The “Filters” box will allow you to select the various actions that you are interested in reporting on. After selecting your date range and verified or unverified actions types, clicking on “Export” will allow you to choose additional columns into your report. If you are wanting to see donations broken out in a row by row spreadsheet format, this is the reporting tool for you. 

Action Status

Verified - Any Action entered today or the past, ie. a donation made today.
Unverified - Any Action entered with a date in the future.

Action +  Button

This button allows you to manually add actions to your database. 

At a Glance 

Within the Actions Interface, the At a Glance area will show statistical data for a specific constituent or group of constituents in an easy-to-read format based on the action status, timeframe and actions you select in the “Filters” box above At a Glance. The various stats can be favorited if you have certain stats that you want to be highlighted by clicking on the star icon. Once a stat is favorited you will see the same stat favorited across your entire database, for all users. 

Campaign

Campaigns are a way to label Actions in Alpine. Actions can have as many Campaigns as you apply depending on your needs. For example, a Donation Action may be tagged "Annual Fund" or "Spring Gala", while a Phone Call Made action may be tagged "EOY Appeal" or " Prospecting". By assigning Campaigns to Actions you can use our reporting tools to run reports based on these campaigns. For example, if you're interested in seeing who donates with checks, you can by adding a Campaign called "Check" to all of your check-based Donation actions. 

Constituent

A record that represents an individual or entity in your database.

Constituent Interface

On the left-hand sidebar of your Alpine database is our primary reporting tool. Clicking on “Constituents” will take you to this area of reporting.

Constituent +

This button allows you to manually add constituents to your Alpine database and check to see if a duplicate already exists.

Chart Widget

In your Dashboard, you can add the Chart Widget by clicking on “+ Add Dashboard Widget”. The Chart Widget will allow you to see all revenue-based actions, total volunteer hours, touches, emails, meetings, letters, and phone call actions in easy-to-read charts and graphs.

Dashboard

Your personal Dashboard is the initial landing page you’ll see when you log in to Alpine. This is your dashboard specifically associated with your login credentials. Widgets can be set up for a variety of tasks that can show you things like a running list of donations, charts, graphs and saved reports to name a few.

Donor 

A record that represents an individual or entity in your database who has made a donation to your organization. 

Donor Insights

 An automated reporting solution to aid in donor retention. Donor Insights goes beyond giving history and provides a holistic glimpse of supporter interaction via an engagement score. See graphical illustrations of each supporter’s engagement over time, get email notifications weekly of who recently reengaged with your organization and is about to lapse. See one-click pre-set monthly reports of donors who’ve lapsed and strategically create outreach solutions to win your donors back. This is a must-have upgrade to your current subscription, especially if you are understaffed and pressed for time. Contact your Customer Success Manager to schedule a demo. 

Duplicate Check

Within your Alpine profile, you can run a scan of your entire database that will check for possible duplicates. Once initiated this will create a needs review tag group, and the following tags: Possible Duplicate (by Name) for all constituents with the same name, Possible Duplicate (by Email) for all constituents with the same email, and Possible Duplicate (by Address)for all constituents with the same validated address. You can also check for duplicate donations. This will create a needs review campaign category, and the following campaign Possible Duplicate for all actions that are a donation, verified, linked to the same constituent, for the same amount, and occurred at the same time as another action. Here is a video on how to run a duplicate check. 

Entity Widget

In your Dashboard, you can add the Entity Widget which will allow you to track a particular Tag or Campaign performance.  

Forecasting

Our forecasting tool is designed to show you various models around the current year's revenue as well as statistics around donor modeling. Our forecasting models are internally built around specific algorithms that can not be adjusted.

List Widget

In your Dashboard, you can add the List Widget by clicking on “+ Add Dashboard Widget” In your Dashboard. Adding the List Widget will allow you to quickly see the activity from all of the action types. List Widgets are especially useful to see a running list of your most recent donation, membership payments, and RSVP action types and a great way to use your Dashboard for Task Management. The “Time Span” drop-down allows you to choose a “Past” action status which is considered today and any day before today. Select “Upcoming” to see actions associated with a future date. The “Sort By” dropdown allows you to sort by the Action Date, the day the action took place, or you can sort by the Input Date, the day that the action was entered in Alpine. 

Monthly Recap

A feature of the Donor Insights upgrade. Monthly Recap is a monthly email summary of key metrics and insights, like total monthly donation revenue, new first-time donors, number of lapsed donors, lapsed revenue, and new first-time members to name a few. Contact your Customer Success Manager for details on how to add Donor Insights to your current subscription.

Notes Widget

In your Dashboard, you can add the Notes Widget by clicking on “+ Add Dashboard Widget” in your Dashboard. Like the text in the note widget field says, this is for whatever works for you! We like to use it to leave a list of the day’s, weeks, or months goals. One thing to keep in mind is that this is not meant to be a real-time communication tool, like the messenger apps on our phones. If you’d like to pin a note to a colleague's dashboard they will have to refresh their browser to see the new message. 

Profile

Your profile is located in the upper right corner of your Alpine Database screen represented by your user name. In your profile, you can see your login credentials, update your password, add your mobile phone number for text notifications. This is where you can also initiate a duplicate check to scan and tag your duplicate constituents. 

Reports Widget 

In your Dashboard, you can add the Reports Widget by clicking on “+ Add Dashboard Widget” in your Dashboard. Use the Reports Widget to quickly access your saved reports. If you have certain reports that you have to view often, our reports widget is a great way to have all of your favorite reports just one click away. First, be sure to build and save your report in our constituents interface so that you can use the Reports Widgets drop-down to save your reports. 

Relationships

Within a constituent's profile you can use Relationships to add a relationship type to a constituent’s profile view, (ie. spouse, ). Adding a relationship will allow you to quickly see what other constituents are associated with the constituent you are viewing. One thing to note, Relationships is not a reportable field in both our primary constituents reporting interface and our Actions-based reporting interface.

Stats Widget

In your Dashboard, you can add the Stats Widget by clicking on “+ Add Dashboard Widget” in your Dashboard. Our Stats Widget is great if you’re looking for easy-to-read information outside of traditional charts and graphs. Look at donation revenue from last year or quickly see how many total tickets you sold during a given time period. Set up an additional stats widget side by side to see how this year is comparing! 

Tags

Tags are used to label your constituency base. Each constituent can have as many Tags as you’d like depending on your needs. For example, a donor may be tagged as a “Major Donor”, while another constituent may be tagged as a “Volunteer”. Use Tags to segment your constituency base. Using tags will allow you to easily report on these segments. 

What if 

Located on the left-hand sidebar, the “What if” tool will show you outcomes based on new donor acquisition as well as forecasting models around converting lapsed donors into active donors.

Weekly Nudges

A feature of the Donor Insights upgrade. Weekly Nudges, will email you once each Monday with the top 5 suggestions of potential lapsing donors based on recent engagement activity and donor potential. Within Weekly Nudges, in your Alpine Database, you can see all of your recommendations on who to reach out to before they lapse. Knowledge is power and these weekly emails, combined with the constituent’s overall score will help ensure that nothing slips through the cracks. Contact your Customer Success Manager for details on how to add this to your current subscription.