Core Features

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Yellow Tree Technology provides the core features every fundraising journey relies on.

Multiple Ways to Give

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Client Feedback

Donor Validation

Daily Recon

Client Communications

Management Portals

Contactless Sign-ups

Export Tools

Multiple Ways to Give

Whether you’re running a street campaign, event or commercial partnership, Donor First adapts to your needs.

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Regular giving

Set up repeat donations in seconds

One-off gifts

Take quick and secure single contributions

Lotteries

Sign up regular lottery players

Donor Validation

Use our comprehensive set of tools to verify donor contact and payment details, ensuring accuracy, security and compliance at the point of sign-up.

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Licence scanner

For rapid ID verification where available

Email validation

Ensure email is valid using secure API validation

Address validation

Postal, Eir or Zip code lookup

Payment Validation

Integrated card scanner for quick and secure input

Client Communications

Communication tools designed to ensure safe, trusted, and effective engagement with donors and clients.

Email

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Dynamic, custom welcome emails delivered to verified email address upon donation completion. Sent directly from charity domain.

Whatsapp

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Build dynamic & custom message(s) with embedded charity branding and media

SMS

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Dynamic, custom message(s). Alphanumeric senders available

PDF

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Password protected mandate delivered directly to clients email address

We offer a consistently high Trust Score across all vendor platforms

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Contactless Sign-ups

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Flexible contactless sign-up methods to support fundraising when in-person engagement is not possible or preferred.

SMS

Send an SMS to the client to finish the donation on their device instantly

QR

Create a branded QR code the client can scan to finish their donation

Secure Donor URL

Send SMS to previous clients with an included
URL to encourage continued support and process sign-ups

Client Feedback

Capture BA feedback in real time on Donor First and allow clients to provide instant input, all easily reviewed through the Fundraising Portal.

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Real-Time Feedback

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Allow clients to give immediate feedback, fostering a collaborative approach to campaign management

Centralised Review

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Access all feedback in one place through the Fundraising Portal, streamlining review and action

Actionable Insights

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Quickly identify trends or areas for improvement, making it easier to make data-driven decisions

Enhanced Communication

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Improve coordination between management, BAs, and clients by ensuring feedback is captured and shared efficiently

Daily Recon

Daily Recon offers real-time sign-up data, providing Brand Ambassadors with instant visibility into their performance against daily targets.

Digital screen displaying a dashboard titled 'Daily Recon Dashboard' with various statistics and filters related to campaign performance, including gross acquisitions, average age, and charity value.
Mobile device screen displaying a health app with four circular progress charts labeled 'Email Captured %', 'Gift Aid %', 'Email Opt In', and 'Phone Opt In'. Each chart shows a percentage with colored sections indicating progress.
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Tablet screen displaying data dashboards with pie charts and bar graphs about daily recognition statistics, including gender pledges and campaign acquisitions.
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Real-Time Data

Access up-to-date sign-up information as it happens in the field

Performance Tracking

Compare current performance with daily goals to stay on target.

Mobile Accessibility

Quickly identify performance trends and adjust strategies in real-time.

Instant Insights

View data anytime, anywhere, ensuring BAs are always informed, regardless of location.

Goal Alignment

Stay focused on achieving daily targets by having a clear overview of progress.

Management Portals

Deliver Actionable Insights That Empower Leadership, MCs, and Client-Facing Teams to Make Informed Decisions and Perform Effectively

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Comprehensive Overview

Detailed insights into individual client performance

Campaign Management

Tools for efficient setup, execution, and monitoring of campaigns

MC and BA Oversight

Full functionality to manage both MCs and BAs

Data Summary

Clear, strategic presentation of critical performance data for easy decision-making

Custom Dashboards

Custom Dashboards to mirror your KPIs

Export Tools

Flexible and Secure Data Exports Tailored to Your Organisation’s Needs

Custom Exports

Configure export files to meet specific formatting or field requirements

API Integration

Connect seamlessly with external systems for real time data flow

PGP Encryption

Protect sensitive data with secure encryption protocols

Client-Specific

Tailor export structures to align with individual client needs

Auto Exports

Schedule regular automated exports for hands-free delivery

FTP Delivery

Transfer files securely via FTP channels

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Use our comprehensive suite of export options designed to support accurate, efficient, and secure data transfer across operational workflows.

From custom and client-specific exports to automated schedules with secure storage, encryption, and API integration, your teams can share critical information seamlessly while maintaining compliance with security standards.

Streamline reporting, reduce manual work, and ensure that the right data reaches the right people at the right time.