Numero Key Terms
We know that learning the lingo for a new software or industry can be challenging and sometimes you don't know who to ask what these words mean! This is why we compiled a list of Numero Key Terms below.
Tech Terms
CRM: stands for Customer Relationship Management. A CRM is a technology that makes managing your relationships and interactions with donors easier, smarter, more organized, and more efficient. It’s where all of your contacts, donations, pledges, and more will live. Think of it like a spreadsheet but WAY better.
Webhook: a webhook is something that gives an application the ability to push data to another application in real-time. For example, we can create a webhook between ActBlue and Numero. Once we create the webhook, all of your AB data will automatically enter Numero in real-time. Think of the “webhook” as the secret path that allows the two systems to be linked.
2FA: Stands for Two-Factor Authentication. 2FA is an additional login step that adds a layer of security to your account. When 2FA is turned on, you will need more than just your username and password to login to your account. You will also need to confirm the second credentials sent to you either via an authenticator app, email, phone, or text, in order to gain access to your account.
Platform: Your Numero platform is where you build Numero contribution forms, manage your CRM, build calltime lists and follow along through calltime mode.
App: a mobile (phone or tablet) application integrated with your CRM that allows you to access calltime lists you have been assigned to, contact donors, log interactions and send followup text/ emails.The Numero Calltime App is free to download in the App Store and/ or Google Play Store.
Source Code: a code applied to a pledge or contribution in your CRM to help staff members know and track where it came from. For example, source codes can be something like calltime or events.
Member Code: a code applied to contributions, interactions, or pledges that provides privatization within the app and/or grouping of such elements in the desktop. An individual committee may opt to utilize member codes as a way to show a candidate’s previous Interactions/ Contributions from a previous run for office. Consultants, who start their clients off in their own Numero platforms, may opt to utilize Member Codes as a way to privatize information in the calltime app itself so that Candidate A only sees activity from their campaign and Candidate B only sees activity from their campaign even though they both solicit the same contact.
Contact Code: a code applied to Individual and Organization contact types to group them together. Use contact codes to group your contacts together by region (East, Northwest, etc.), demographic (Latino, High dollar, etc.), interest (infrastructure, women’s rights, etc.), etc. Keep in mind, Contact Codes are visible within the calltime app for all Admin and Calltime users.
Raiser: A raiser is a friend, family member, colleague, someone in your network, etc. that would like to help fundraise for your campaign on your behalf. You’ll want to add them to your Numero contribution forms. Once invited, they will receive an invitation and will have access to a rasier dashboard where they will be able to see their assignments along with who has contributed using their unique raiser link.
Admin Users: these users have full access to all Numero features including the desktop platform (CRM, Payment Processing, building calltime lists, etc.) as well as the Numero calltime app. Within the Numero calltime app, they are able to search their CRM contacts, edit donor information and see all donor activity. Admin Users are the only user type with permissions to add additional users (Admin, Finance, or Calltime) as well as process Numero contribution refunds from within the platform.
Finance Users: these users have full access to all Numero features including the desktop platform (CRM, Payment Processing, building calltime lists, etc.) as well as the Numero calltime app. Within the Numero calltime app, they are able to search their CRM contacts, edit donor information and see all donor activity. Finance Users cannot invite additional users and cannot process Numero contribution refunds.
Calltime Users: these users only have access to the Numero calltime app. Calltime users tend to be volunteers, family, or friends of the campaign that want to help out with calltime. They are only able to call through calltime lists that they are assigned to and do not have access to edit contacts or access the campaign’s CRM.
Ghosted Contribution: Numero contributions that were attempted by a donor but the donor did not successfully complete the transaction. Numero’s platform records the information input by the donor prior to abandoning their transaction and makes that data available so that the campaign can follow up on these missed opportunities.
Exceptions Report: A downloadable report that provides details about any and all errors in a contact, interactions or contributions import.
Manager (Contribution Forms): The team member assigned to receive any replies to a contribution receipt or RSVP email. If a donor replies to their Numero contribution receipt, the manager assigned will receive the reply.
Calltime Mode: a desktop-enabled version of your calltime list that allows Finance and Admin users to follow along a calltime session from within the CRM. Users can log interactions, send follow-up text/ emails (if the device allows email/text capabilities), and have access to a donor’s full profile to make edits and add activity as needed.
Matching Properties: Important donor properties (First Name, Last Name, Suffix, Primary Address, Primary Email, Primary Phone, Employer, and Occupation) that allow incoming data from webhooks and bulk imports to append to existing profiles within the platform.
Calltime Template: a text, email or voicemail template that includes a messaging that you would send to multiple donors allowing you to communicate with your donors more efficiently. You can have multiple templates but each needs to be assigned to a calltime list in order to view it as an available option in the app. Voicemail templates are only available with Numero Plus.
Voicemail Drop: a pre-recorded voicemail that you can drop individually to donors to save time in calltime sessions, available with Numero Plus service.
Associated Contact: 2 or more contacts that have a confirmed relationship with one another in your CRM; quick links on the contacts profile will lead you to their associated contacts
Salutation: the preferred name of the donor- this is the name the candidate should call the donor when they address them
VANID: a field on a contact’s property to host an external ID number for teams utilizing NGPVAN
Lists: lists are saved search queries (searches performed from your contacts, interactions, pledges or contributions tabs) that can be static (results are frozen time at the time the search is performed) or dynamic (results continually pull in new data as new information is added to the CRM). They are different from your calltime lists which generate into the calltime app.
Finance Terms
FEIN: a Federal Tax Identification Number issued by the IRS and is required when connecting your bank account to your Numero payment processing platform. Locate your FEIN number on your EIN Confirmation Letter or your SS-4. EIN numbers are free and available here.
Stripe: the third party payment processing platform that is partnered with Numero. While Stripe processes Numero transactions, the Numero platform collects the necessary data points required for political contributions and includes such information in weekly or daily payout reports.
Political Terms
FEC: Federal Election Commission- the governing force that sets and enforces campaign finance laws for federal US elections.
Call Time: dedicated time in which your candidate or campaign will call potential and existing donors to solicit contributions. Calltime is usually done in blocks of 2–4 hours almost every day of your campaign. You, your finance director, or call time manager will cultivate a list of people to call based on donor research. Most people will not pick up the call, so you’ll likely try to call between 40–60 people an hour but only directly talk with 2–5 people during that time. When you speak to a potential donor, it will take between 5–15 minutes. More information about calltime best practices here.
Pledge: a promise of a contribution made by a donor to a candidate or organization
ActBlue: a payment processor that many campaigns utilize alongside Numero processing. Many campaigns find ActBlue is perfect for their grass roots low dollar fundraising and Numero compliments it for their high dollar contributions from calltime and events. Numero has a webhook integration with ActBlue where when activated, anytime a donor contributes on the campaign’s ActBlue form, it will automatically populate in the Numero platform in real-time.
ISP: ISPolitical is a campaign finance management platform for political treasurers; Numero contributions can be configured to automatically port to ISP for more convenient preparation of compliance reporting
Additional terms here: https://numero.ai/blog/how-to-run-for-office/us-political-glossary