How do you recommend I follow-up with supporters in the dashboard?

We recommend you reference this quick resource.

First, check out your most recent leads by looking at your Notifications. Remember, recency of engagement is the best indicator of the likelihood that your outreach will result in a meaningful conversation.

In fact, prompt outreach has been found to make you nearly 700% more likely to have a meaningful conversation with a donor prospect (according to the Harvard Business Review).

Second, prioritize your leads by building lists in All Supporters. You can sort by Lead Score or use the filter to build a list based on demographics, location, major gift likelihood, and more. Make sure you save your filter so you can easily access your data next time you login.

Third, discover (and qualify) your supporters’ self-described capacity, interests, willingness to give, passions, and online engagement patterns. Click on a supporter’s name to open their Donor 360 and see their verbatims, digital body language, score impact, and donor journey.

Don’t forget to check out this single page resource.

Get the book!

Feeling like your job is getting harder because donor expectations have changed and competition for the charitable dollar is growing?

Finding that the old orthodoxies and conventions espoused by so-called experts in online echo-chambers and at conferences don’t work anymore?

Want to help more people make impact by facilitating their acts of philanthropy but feel like too many obstacles keep getting in your way?

Then this book is for you.

Engagement Fundraising was developed from the perspective of a donor who discovered firsthand that the impersonal, spray-and-pray approaches of his beloved charity were not only offensive but also wasteful and ineffective. So he took action. And now, you can too.

BUY NOW

Get smarter with the SmartIdeas blog

Subscribe to our blog today and get actionable fundraising ideas delivered straight to your inbox!