TPTracker for Charities

The Survey Upgrade option

Add the optional survey management, reporting and analysis toolkit to your Fundraising or Service Delivery solution.

A survey toolkit linked to your database of contacts and allowing you to offer a full range of survey methods with simple, on-screen reporting and analysis.

Key Features


Choose between Post, Phone, SMS, Online or Face-to-Face methodologies; you can automatically select the preferred option for each person (if you know it) or offer them a choice. TPTracker will collate all the responses together, whatever the method.

Select candidates

Use for Satisfaction, Transactional or Profiling surveys; ask TPTracker to select a representative sample for you (e.g. for a general satisfaction survey) or specify exactly who you want to survey (e.g. those who have just completed a transaction).

Avoid survey fatigue

Because everything is linked to the core database, TPTracker knows who has been sent what and when so can apply whatever rules you want to avoid over-surveying individual people.

Comply with GDPR regulation

TPTracker will automatically prevent you from selecting people who have ‘Unsubscribed’ from surveys or asked you not to use a specific methodology, avoiding the risk of accidentally breaching data protection rules.

Link responses to profiles

TPTracker will automatically link responses to the respondent’s personal profile; if the response is confidential or anonymous, it will limit the profiling data so they can’t be identified.

Alert you

If someone uses a survey response to request a call back, TPTracker will automatically alert you so you can instantly follow up the contact without having to scour through all the data.

Collect ‘open’ feedback

You can publish an SMS/Text number, publish a web address or set up a link from your website to the TPTracker Tenants’ Survey Portal for people to leave feedback whenever they like; they won’t be identified (unless they leave their details) but you can use the TPTracker analysis toolkit to monitor the responses.

Licence Fees

These fees are additional to your existing licence fee for either the Fundraising Team Solution or the Service Delivery Team Solution. We offer three options, depending on how confident you feel, or what resources you have available, to run your own surveys:

The ‘WE DO IT ALL FOR YOU’ option

We run all your surveys for you and you see the results in TPTracker. The licence fee covers the software and we will quote separately for managing your surveys, based on your specification.


We create the questionnaires for you and you then manage the surveys yourselves using TPTracker. We will charge a small fee (currently £10 + VAT per question) for designing and setting up each questionnaire, which includes sharing our team’s expertise and best practice advice.


You do everything yourself, creating your own questionnaires and running your own surveys.

Getting you started


Firstly, we want to get to know you so we really understand what you need, so we will come and spend a half day with you and your team, listening to what you want and sharing ideas with you. There will be no charge for this visit.

This will mean we can set your TPTracker solution up for you in the best possible way, load your initial database for you and then offer the best possible advice about using it all.


You could then start to use TPTracker, learning as you go from the in-built ‘how to’ guides; it is really easy to find your way around. The Support Team is always there to help you when you need it.

However, we do recommend some on-site training, especially for larger organisations where different teams will be using different features and the database is linked to your own housing management system for regular updates. In this case, we usually recommend the following:

Half a day to check the automatic updating is set up and working, that you have all the fields you need in your database and that your local TPTracker administrator knows how to manage security settings and user access.

One day (usually following the above half day) to train up to 12 users. If you have a lot of users, this could be used to ‘train the trainers’ so you can take things forward yourself, or we can add in extra days to train your teams for you, if you prefer.

Half a day extra if you have added the Customer Surveys option, to train the team members who will be creating questionnaires and managing feedback campaigns.


£850 + VAT per day or £550 + VAT per half day, fully inclusive of all our expenses.

Continuing to support you

Your licence fee gives you free access to the TPTracker Support Team during normal office hours: that’s 9 to 5 on Mondays to Thursdays and 9 to 4 on Fridays, excluding Bank Holidays.

We are contactable by phone or email. Our team is solely there to support users of TPTracker so they all have a good knowledge of best practice in the sector which they are happy to share.

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Downloads for more information

TP Trackers - Charities download
TP Trackers - Charities -survey upgrade - download

Arranging a demo

So if you think TPTracker may be able to help you and your teams, give us a call and we will arrange a visit to listen to what you need, suggest the options for you and give your team a demonstration.
Just pick up the phone or email us:
08456 432 872 or

Request more information