Platform
What is an audience engagement platform?
An audience engagement platform keeps one record of every person you serve and runs the events, courses, giving and campaigns that engage them, under your brand.
Read the postWriting,
from the team building Mercleo.
All posts
- Guides
Issuing certificates for training programs
A certificate is a claim someone will show an employer. What issuing them properly requires: automatic issuance, one live credential and public verification.
Read the post - Guides
Sponsorships that include a donation: getting the receipt right
When a sponsor’s cheque is part payment and part gift, one record is invoiced and one is receipted. How the split works and where it goes wrong.
Read the post - Platform
Does a nonprofit need a CRM?
You need what a CRM promises: one accurate list of the people who matter. Whether the pipeline-shaped tool built for sales teams is the way to get it.
Read the post - Guides
A plain-language guide to CASL for nonprofit newsletters
What Canada’s anti-spam law actually requires of a nonprofit sending email: express and implied consent, the charity exemption, and unsubscribe mechanics.
Read the post - Guides
A plain-language guide to CRA-compliant donation receipts
What the CRA actually requires on an official donation receipt: serial numbers, split receipting, void and reissue, explained plainly, with a checklist.
Read the post - Guides
Starting a monthly giving program
Monthly donors are the steadiest revenue a charity has. What a monthly program needs from your software, and the mistakes that quietly cap one.
Read the post - Pricing
Your audience is never a seat
Per-contact pricing bills community organizations for the thing they exist to grow. The distinction the industry keeps collapsing, and what we charge for instead.
Read the post - Guides
How to start a mentorship program
Applications, matching, agreements and check-ins: the structure a mentorship program actually needs, and why the coordinator’s spreadsheet caps it.
Read the post - Platform
Your audience should never need a password
Every account you make a member create is friction you chose. Why one-time email codes beat passwords for the people your organization serves.
Read the post - Platform
The three Margarets: where contact data falls apart
The same person becomes three disagreeing records the moment your tools stop talking. Why it happens, and how one shared contact record ends it.
Read the post - Guides
Tracking grants without a spreadsheet
The grant tracker spreadsheet always ends the same way. What grants, pledges and volunteer shifts need is their own record type, beside your contacts.
Read the post - Guides
Event check-in without an app
Nobody downloads an app for one conference. How QR tickets, kiosk tablets and a scan log run a smooth door with nothing for attendees to install.
Read the post - Company
Why we built Mercleo
Small organizations run on five tools and one over-stretched administrator. We decided the fix was one shared person record, not another integration.
Read the post