Accelerate Your Fundraising Engine

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Accelerate Your Fundraising Engine 4 Keys to Optimizing Donor Engagement

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About the Presenters Tony Smercina, Kevin Hartland and Yvonne Carlson

Tony Smercina

Executive Vice President, Pursuant Solutions @tonycp [email protected]

Kevin Hartland

Vice President, Sales @pursuant [email protected]

Yvonne Carlson

Director of Client Engagement @dutchessofweb [email protected]

4 Keys to Effective Donor Engagement

1. Automation 2. Segmentation 3. Personalization 4. Integration

Automation

Automation

What is Marketing Automation?

Automation

77% of donors leave due to lack of communication.

Automation

How does Automation create a better experience for your donors?

Automation Main takeaway: Developing a systematic process for reaching the right donor with the right content at the right time is essential not only for retaining donors, but also driving them to deeper levels of engagement with your organization.

Segmentation

Segmentation

What is Segmentation?

Segmentation How does segmentation help you craft more effective donor journeys?

Segmentation Main takeaway: Leveraging technology to collect data and automatically organize donors based on giving and behavioral preferences can help you maximize your fundraising efforts.

Personalization

Personalization More fundraisers are starting to use it… In 2014, personalization use by Nonprofits and Fundraisers accounted for 40.3% of all personalized email.

Personalization

What personalization capabilities exist in current automation software?

Personalization Main takeaway: Engaging each individual donor with content they care about in a format based on their preferences is imperative for meeting the expectations of today’s donors.

Integration

Integration Why do nonprofits struggle to use their data to inform their strategy?

Integration

…Because their data is locked up in silos.

Integration

How do you integrate automation, segmentation, and personalization?

Integration Main takeaway: Integrating online performance data with other donor insights is essential to gathering a comprehensive view of each donor and making smarter, data-driven decisions for future fundraising efforts.

Questions?

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Kevin Hartland VP of Sales [email protected]

214-866-7822

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