Get to know the Gifts in Wills Management Platform, affectionately known as the GMP.
The Gifts in Wills Management Platform (GMP) is a hub for everything related to your Gathered Here online wills program.
Premium and Basic partners will have different degrees of access to the GMP but this guide will give you an overview of what you can expect to find throughout.
Overview
The Overview is your high-level view of how your organisation is fairing in regards to gifts in wills written via Gathered Here.
It lets you know how many unique visitors have been on your custom platform, how many gifts have been pledged, the breakdown of gift types, and the estimated value of those gifts.
In the Overview section, you can toggle between primary gifts, back-up gifts, and all gifts. You can also filter by time period so you can compare results.
Campaigns
The Campaigns section is where you can create unique campaigns, compare the results against other campaigns and generate custom reports.
You can see a breakdown of how each campaign has performed, including visitors, accounts created, wills downloaded, gifts confirmed, and estimated value of gifts.
Generate a report for any of your campaigns and you’ll be able to see more in-depth analytics, including donor demographics, channel breakdown and gift value across various gift types.
Partners on the basic tier will have limited access to campaign reporting.
Analytics
The Analytics section is your go-to destination for in-depth, custom reporting. You can create tailored reports according to campaign, channel, gift type and time frame.
Results will be shown across a wide variety of metrics, including total visits, unique visitors, gift type, gift value, channel, and donor demographics including age and location.
Again, basic partners will have limited access to in-depth analytics.
Advertise
Exclusively available to premium partners, the advertise section of the GMP lets you purchase credits so your organisation can appear on the highest-traffic areas of our online will platform.
For those who choose to purchase Credits, this section also shows an analysis of your return on investment so you can see at a glance just how well Credits are working for you.
Donors
Also exclusively available to premium partners, the Donor section shows details about specific donors who opt in to share their information.
It includes full names, addresses, email address, phone numbers, dates of birth and marital status. It also shows the dates of gifts pledged, types of gifts, and gift value - among other details.
This information can be exported and added to your own database so you can include them in your own communications moving forward.
Configuration
Configuration is the area of the GMP where you can enter your organisation ‘s information and customise your landing page and wills platform.
Simply toggle to the Partner Settings tab then choose between the drop-down boxes to add information or customise your pages. For premium partners, this section also lets you enable or disable group listings.