Welcome back to the Crimson Feature of the Month series on People Profiles. This month, we will delve into three main features included on the People Profile – Timeline, Giving History, and Moves Management. 

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Crimson Feature of the Month: People Profile II

With the next round of FEC deadlines quickly approaching on October 15, the Crimson Support Team will be offering a CrimsonFiler and Crimson Overview webinar this month on September 27. 

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September 2023 Crimson Webinars

The People Profile is an integral part of the Crimson platform. For the rest of the year, the Feature of the Blog posts will focus on different aspects of People Profiles each month. In August, we’ll start off the series with People Profile Basics. 

FOTM: Profile Basics

Crimson Feature of the Month: People Profile Basics

Tracking your major gift program can be a challenge. With multiple donors at different points in the giving cycle, it’s easy to forget to follow-up or not meet deadlines. Crimson solves those issues for fundraising teams with our Moves Management tracker. 

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Crimson Feature of the Month: Moves Management

Join the Crimson Support Team next week for two sessions of the Crimson Overview webinar at 11 a.m. and 2 p.m. EDT on Wednesday, April, 26.

April 2023 Webinars

Crimson Webinars in April

The Fundraiser Portfolio is a new feature that was recently released in Crimson. It enables your organization to track major donor programs and the progress of individual fundraisers from the conveniences of your home dashboard. 

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Crimson Feature of the Month: Fundraiser Portfolio

This month, the Crimson Support Team will offer our monthly webinars on Wednesday, March 22. A Crimson Overview webinar will be held at 11 a.m. and CrimsonFiler at 2 p.m. EDT. 

March 2023 Webinars

Crimson Webinars in March 2023

Join the Crimson Support Team next week for two sessions of the Crimson Overview webinar at 11 a.m. and 2 p.m. EDT on Wednesday, February 22. 

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Crimson Webinars in February

The beginning of the new year is a great time to review your Crimson data to clean up or organize your Source Codes.  

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Crimson Feature of the Month: How to Organize Your Data in Crimson 

The FEC recently released the new contributions for the 2023-2024 election cycle, and the limits for several categories were increased. 

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New FEC Contribution Limits Set for 2024 Election Cycle

Download one of CMDI's helpful one-pagers listing the dates for the end of each period and the filing deadline.

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2023 FEC Deadlines 

Join the Crimson Support Team next Wednesday for the first Crimson webinars of 2023. In addition to the Crimson Overview webinar at 11 a.m. EST, a special CrimsonFiler refresher will be offered. 

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January 2023 Crimson Webinars 

Last month, new Crimson dashboards and features were rolled out. Included in those new features was the option to toggle between a light and dark background. This easy addition only takes a few seconds to implement.

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Crimson Feature of the Month: How to Enable Dark Mode

Learn about the new Crimson dashboards next Monday during two webinars on December 12. 

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New Crimson Dashboards Coming December 12

Join the Crimson Support Team THIS Thursday, December 1 for the last Crimson webinars of this year. A special CrimsonFiler refresher will be held at 2 p.m. EST along with the General Crimson Overview webinar at 11 a.m. EST. 

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Last Crimson Webinars for 2022 

Did you file a Pre-General Report? You will also need to file a Post-General Report on December 8 that covers the period between October 20 - November 28, 2022.

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Crimson Feature of the Month: How to File a Post-General Report

What happens on November 9? Before you say goodbye to your fellow staffers and pack up HQ, make sure these tasks are completed. 

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Guide: What to do after Election Day

Join the Crimson Support Team next week for two sessions of the crimson Overview webinar at 11 a.m. and 2 p.m. EDT on Wednesday, October 26.

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Crimson Webinars in October

With the start of the 2022 primary season on March 1 in Texas, federal campaigns throughout the U.S. must file 48-Hour Notices for donations over $1,000 between 20 days and 48 hours before a primary or general election.

Crimson Feature of the Month: Using Email Scheduler to Track 48-Hour Contributions

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Crimson Feature of the Month: Tracking 48-Hour Contributions with Email Scheduler

Over the next six week, most campaigns will be required to file several FEC reports with the third quarter deadline on October 15 and pre-general on October 27. Now, is a good time to refresh how to use CrimsonFiler. 

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Crimson Webinars in September

Mail Merge combines the results from Crimson searches with a Microsoft Word template and works with People Search, Money Search, Thank You List Select, Best Efforts, and Exception Codes by taking search results and merging them into customized templates.

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Crimson Feature of the Month: Mail Merge

 Crimson now integrates with Mailchimp and Constant Contact. This integration authorizes Crimson to push a list of subscribers to either email system using segmentation filters under People Search. 

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Crimson Feature of the Month: Email Integrations

Next Wednesday, August 10, the Crimson Support Team will offer two sessions of the Crimson Overview webinar. These are great opportunities for new staff to learn the basics or get a quick refresher on the Crimson platform.

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Crimson Webinars in August

Next week, the Crimson Support Team will offer two sessions of the Crimson Overview webinar on Wednesday, July 27 at 11 a.m. and 2 p.m. EDT.

Do you have new staff or need a refresher on Crimson? Next week, the Crimson Support Team will offer two sessions of the Crimson Overview webinar on Wednesday, July 27 at 11 a.m. and 2 p.m. EDT.

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Crimson Webinars In July 

The Mass Append tool in Crimson was designed for this purpose. Through this feature, Crimson users can add or update flags, keywords, notes, tasks, and events in bulk to their People Search result records. 

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Crimson Feature of the Month: How to Use Mass Append

The third quarter of 2022 will end on June 30, so the next FEC filings are due in a couple of weeks. On June 39, the Crimson Support Team will offer a CrimsonFiler overview in addition to a general overview of Crimson. 

June 2022 Webinars

June Webinars: Crimson & CrimsonFiler

The Treasury Import feature allows you to import both receipts and expenditures into Crimson.

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Crimson Feature of the Month: Treasury Import 

One of the newer dashboards added to Crimson, Moves Management visually tracks the process of moving prospective donors through the major giving process.

The Crimson Feature of the Month for May 2022 is Moves Management. In the photo, a person sits at a table with a MacBook Pro open. On the screen is the Moves Management dashboard in Crimson. 

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Crimson Feature of the Month: Moves Management, Part 2

One of the newer dashboards added to Crimson, Moves Management visually tracks the process of moving prospective donors through the major giving process. 

Crimson Feature of the Month: Moves Management, Part 1

Join us on May 18 for two different opportunities to participate in a Crimson Overview webinar —11 a.m. EDT and 2 p.m. EDT. 

CMDI webinars held on May 18, 2021. A laptop sits on a white background with the Crimson home dashboard displaying on the screen. 

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Crimson Webinars in May

As you ramp up staffing for the election, keep in mind that monthly webinars are a great way to introduce new hires to Crimson or provide an opportunity for Q&A.

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Crimson Overview Webinars in April

Last week, CMDI released the new FEC Report Scheduler just in time for the next FEC deadline on April 15. In this edition of Crimson Feature of the Month, we’ll walk through detailed directions

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Crimson Feature of the Month: FEC Report Scheduler

Have you ever finished your filing early but didn’t want to upload the completed report until the deadline? Are you tired of working past close of business to submit reports?

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New CrimsonFiler Feature Schedules When FEC Reports Start to Upload

Primaries for the 2022 election cycle kicked off on March 1 with Texas. If you are working on a federal race, not only do you need to follow regular FEC filing deadlines, but also you need to be aware of the periods to file 48-Hour Notices.

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2022 Primary Dates & 48-Hour Notice Periods

With FEC deadlines for the first quarter coming up on April 15, now is a great time to refresh how to use CrimsonFiler. Next week, the Crimson Support Team will offer a Crimson Overview. as well as a CrimsonFiler refresher.

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Crimson & CrimsonFiler Webinars in March

If you use Quickbooks to manage the financial aspects of your campaign or PAC, it only takes a few steps to upload and merge those Excel files into CrimsonFiler. From there, you can use the information to create and file an FEC report.

Feature of the Month: Quickbooks Merge in CrimsonFiler

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Crimson Feature of the Month: Quickbooks Merge in CrimsonFiler

Next Wednesday, February 23, the Crimson Support Team will offer two sessions of the Crimson Overview webinar. These are great opportunities for new staff to learn the basics or get a quick refresher on the Crimson platform. 

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Do You Know When to File 48-Hour Notices?

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2022 FEC Deadlines

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Crimson Feature of the Month: How to Organize Your Data to Maximize Crimson

It’s January, and that means Year-End reports for 2021 will be due in two weeks. In case you have questions about CrimsonFiler or need a refresher, the Crimson Support Team will offer a CrimsonFiler webinar next Wednesday, January 26, at 11 a.m.

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Crimson Webinars in January 2022

This month, the Crimson Support Team will offer two Crimson Overview webinars on November 17. These sessions are great for new staff or if you need a quick refresher on Crimson basics. 

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Crimson Webinars in November

Crimson has an easy tool that works with the Mail Merge feature to streamline and simplify this process of thanking your donors.

Crimson Feature of the Month: Thank You List Select

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Feature of the Month: Thank You List Select

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Two Opportunities for a Crimson Overview Webinar in October

The Crimson Mailbox is a new feature that will allow you to connect your email program to People Profiles.

Crimson Feature of the Month: Crimson Mailbox

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Crimson has a new way to help store and centralize all the messages that you send to supporters and donors. The Crimson Mailbox Service allows you to forward emails and information directly from your inbox to connect with individual People Records.

New Feature: Crimson Mailbox Service

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Crimson Webinars to Help Prepare for FEC Reports

Crimson Overview Webinar on August 25

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Sign Up for a Special WinRed Webinar This Month

Crimson’s new Email Scheduler can help you automate this process by delivering scheduled reports of donors who have recently maxed out to the campaign. This report can then be provided to the digital team to be suppressed from future solicitations.

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Crimson Feature of the Month: Use Email Scheduler to Suppress Maxed Out Digital Donors

June Webinars: Crimson Overview & CrimsonFiler

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Now Hiring: Client Relations Representative

Earlier this year, CMDI rolled out the ability to re-arrange the Home Dashboard and People Profile according to individual preferences.

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Crimson Feature of the Month: Customize People Profiles & Home Dashboard

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Save the Date for Crimson Webinars in April

With this new tool, Crimson Users can schedule the frequency that Custom Searches and reports run and have the results sent via email. Read below for a quick overview of how to use this new tool for the latest Crimson Feature of the Month.

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Crimson Feature of the Month: Email Scheduler for Searches and Report

Next Crimson Webinars on March 24

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Crimson Training Opportunities in February

Political Donation Limits for 2022 Cycle | CMDI.com

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New FEC Contribution Limits Set for the 2021-2022 Election Cycle

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FEC Adds 3 New Commissioners

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FEC Deadlines for 2021

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New Year. New Election Cycle. New Crimson Features.

Important Crimson Webinars This Week

Catch Up on Crimson's New Features

Upcoming Webinars in November

Among the new features released this month, Crimson now integrates with Mailchimp and Constant Contact. This integration authorizes Crimson to push a list of subscribers to either email system using segmentation filters under People Search. 

Crimson Feature of the Month: Email Integrations | CMDI.com

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Feature of the Month: Email Integrations

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Upcoming Webinars on New Crimson Features

Coming Soon: New Crimson Features

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FEC Update: The Agency Gains &#038; Loses Commissioners

Crimson Webinar on June 24

Next Crimson Overview Webinar Is May 20

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Crimson Overview Webinar on April 22

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FEC Deadlines: What's Changed &#038; What's Due on April 15

2020 FEC Deadlines for Quarterly & Monthly Filers | CMDI.com

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FEC Deadlines for 2020

Take the New Crimson Tasks Webinar

Crimson Webinars in January

CrimsonFiler &#038; Crimson Overview Webinars in December

Crimson Tasks help you assign work projects to individual staff members, set a deadline, and track the progress and completion of it through the Crimson dashboard.

The CMDI Blog

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