What Are Organization Profiles? 

The Employee Engagement - Organization Profile enables employees to learn more about organizations that they haven't engaged with in the past so that they can confidently identify whether they want to support that organization. 

• Employees can find more information about organizations by linking to the Organization Profile from existing portlets and search results
• Employees can continue their previous activities without needing to access the Organization Profile; the Organization Profile pops up over what they were doing before 

Table of Contents

• Where can donors see the Organization Profile?
• What information is available on the Organization Profile?
• Where is the information in the Organization Profile from?
• What can you do with the Organization Profile?

Example Organization Profile

Where can employees see the Organization Profile?

Employees can optionally view the Organization Profile when they are:

• Searching for events
• Searching for organizations when donating
• Looking at the My Recent Organizations portlet
• Viewing Featured Events or Recommended Events portlets

What information is available on the Org Profile? 

• Organization information:
  • Legal name
  • "Also known as" Name
  •  Logo
    • If no logo is provided, the Organization Profile will display the first letter of the organization's name
  • Causes
  • Year founded
  • Tax status
  • Organization mission statement
    • If no mission statement is provided, the employee will view a message saying that the organization has not provided a mission statement
  • Website
  • Social media links (Twitter, Facebook, LinkedIn, Instagram)
• Upcoming events
• Employees will have options to donate to the organization if they are eligible for a selected proposal type
  • Client admins will have control over which proposal types will appear as donation options
  • Learn more about how donation options appear on the Organization Profile
• Employees can see Related Organizations of organization they are looking at on the Organization Profile
  • Related Organizations will show the parent or children of the organization being viewed 
  • Employees may click to view the Organization Profile for the related organization
    • If there are more than 10 child organizations, the employee will see "and more" at the end of the list
    • The child organizations will be listed in alphabetical order

View related organizations in Organization Profile

• New on 4/14! Employees will see the total amounts given to the organization they are viewing on the Org Profile through the Year-To-Date Donations feature! 
  • • This includes the total number of donations and the total number of unique donors that have given to the organization in this current calendar year
      • If fewer than 10 unique donors have given to the organization this calendar year, the count of donors will not display
      • Donations and unique donors will be counted from the donations which have been not been rejected from any of the proposal types selected as available under the Donate button
      • This will behave similarly to the way in which the Goals portlet counts donations
      • Donations will be displayed in the grantmaker's base currency unit 
      • Note: Community and anonymous users will not see Year to Date Donations 
    • Administrators will also be able to choose whether to display the Year-To-Date Donations feature within the Org Profile

  Add or remove the Year-To-Date Donations and Year-To-Date Volunteer Hours features in Profile Setup

  

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• Coming in April! Employees will be able to see the total number of volunteer hours given to the organization they are viewing on the Organization Profile through the Year-To-Date Volunteer Hours feature! 
  • This includes the total number of donations and the total number of unique donors that have given to the organization in this current calendar year
    • If fewer than 10 unique employees have logged hours with the organization this calendar year, the count of employees will not display
    • Volunteer hours and unique employees will be counted from the hours which have been not been rejected from any active employee
    • This will behave similarly to the way in which the Goals portlet counts hours
    • Note: Community and anonymous users will not see Year to Date volunteer hours
  • Administrators will also be able to choose whether to display the Year-To-Date Volunteer Hours feature within the Org Profile

Where is the information in the Org Profile coming from?

Org Profile information can come from FrontDoor, from the grantmaker org record, or from tax files if the organization doesn't exist in the grantmaker today. 

Clients using FrontDoor will provide their employees with a richer experience on the Org Profile. If you aren't using FrontDoor yet, check out more information below! 

• Related Content: Learn more about FrontDoor here 

How do donation options appear on the Org Profile?

Administrators can choose whether their employees can donate from the Organization Profile by choosing which donation proposal types should be available to employees. This feature is designed to enable employees to understand additional options they have to participate with organizations they may not have worked with in the past.

This can be done in two places:

• When setting up multiple proposal types at the same time
• When creating or editing an individual proposal type

Configuring multiple donation proposal types in Admin > General Application Configuration > Profile Setup

Configuring an individual donation proposal type

How does the Profile Setup configuration page work?

• Employee Engagement proposal types (eg_request and eg_deduction_summary) that have a transaction unit of Dollars AND that have been selected as including a "Donor Module Component" will appear within the configuration page
• Client admins can select whether the displayed proposal type should be available to eligible employees within the Org Profile Donate button
  • Note: If the proposal type is only applicable to an individual organization or a sub-set of organizations but is not using eligibility calculations (e.g. Region, NTEE code, tax status), it should not be selected in the Profile Setup configuration 
  • Note: Even if the proposal type is selected within the Org Profile configuration, if the employee and the organization being viewed are not selectable for the proposal type, it will not appear under the Donate button
  • Note: This means if you use ANY restrictions on PORTAL PAGES or PORTLETS like Allowable Donor Role, Allowable Employee Type, Allowable Company, Allowable Donor State, Allowable Donor Country  in lieu of using Donor Rules to control donor access to the proposal type, you should never enable the PT in the Donate button functionality. 
• Client admins may click to view the details of the proposal types displayed within the Profile Setup configuration

How do I publish my selections?

• Proposal type settings may only be edited in Sandbox but may be viewed within the Production environment
• When publishing Org Profile settings from Sandbox to Production, only the selection of whether the proposal type should show will be published
  • Any other changes made to selected proposal types will need to be published separately using the standard publication processes
  • Related content: Learn more about Publication here

How do proposal types show in the Org Profile?

Viewing available proposal types as an employee within Org Profile

• If the employee is eligible for any of the proposal types selected to display within the Org Profile, the Donate button may appear in the Org Profile
• Under the Donate button, the employee will only see the proposal type options that are:
  • selected to display in the Org Profile
  • AND eligible for them as employees
  • AND selectable for the organization they are viewing
    • Note: If the organization can be nominated but is not selectable for the proposal type, the proposal type will not appear 
• If the employee is not eligible for the proposal type and the organization being viewed is not selectable for any of the proposal types chosen in Profile Setup, the Donate button will not appear to the employee

What can you do with the Org Profile?

What can Employees do with the Org Profile?

• Sign up for upcoming events
  • If the client has at least one active volunteer event proposal type AND the organization the employee is looking at has an open event in the Grantmaker AND the employee is eligible for the event, the employee will see up to 12 upcoming events
    • If there are no open events for the organization in the Grantmaker, the Upcoming Events section will display a message saying there are no open events
  • Upcoming events will be ordered by the most recent to furthest away  
  • If the employee selects to Sign Up for an upcoming event, their page will refresh and direct to the Sign Up page selection
    • Related Content: Learn more about event search here
    • Related Content: Learn more about organization search here
• Donate to the organization 
  • If the employee is eligible for any of the selected proposal types for the Org Profile AND the organization they are viewing is also selectable for that proposal type, the Donate button will appear within the Org Profile 
  • If there is only one eligible proposal type, the employee will go directly to that proposal type's donation workflow
• View content in multiple languages
  • Standard labels within the organization profile will be translated to CyberGrants' supported languages
  • Content from the organization record or the event record will remain in the language it was provided in; it will not be automatically translated

What can Administrators do with the Org Profile?

• At this time, the Org Profile display is the same across all grantmakers
• However, the information shown in the Org Profile can be updated as follows:
  • If the organization being viewed is a FrontDoor organization, the information can be updated in FrontDoor
  • If the organization being viewed is a grantmaker-specific record, that information may be updated in the organization portal, assuming that the fields are available to the organization within the portal
• As new features are added to the Org Profile, additional controls will be added for administrators to choose whether certain features will be visible

Frequently Asked Questions

• How does the organization profile display to Community users?
  • Community members will only see upcoming events if they are eligible for the proposal type and the Community flag on the event is set to "Yes"
• What happens if an employee selects an upcoming event they are not eligible for?  
  • The employee will only see an event in upcoming events if they are eligible for at least one of the proposal types associated with the event's proposal type; if they try to sign up using a proposal type for which they are not eligible, they will see an error
• Can I change the number of the events displayed on the Upcoming Events section? 
  • The Upcoming Events section can display up to 12 events 

Where can I learn more about the Org Profile?

• Watch this video to learn more about the Org Profile and other related features!

Related materials

• Causes in CyberGrants: helping donors discover new organizations and events by Cause
• Volunteer Events: setting up volunteer programs in CyberGrants
• FrontDoor: what is it and how does it help
• Standard Dashboards in Insights: measuring effort by Cause