Our Dashboard scoring algorithm grouped two deferred qualification responses (“Not now, but in the future I would definitely be interested” and “Not now, but in the future I might possibly be interested”) into one consideration stage, might consider.
Over the years, you’ve made it clear that it would be more useful if the “might consider” stage was divided into two unique considerations. The main reason for this request has been that these two groups of supporters are in different stages of their donor journeys and should be treated as such. You also let us know that this split will help you in your follow-up and cultivation efforts.
In a few weeks, you’ll notice there are now five consideration stages in your Dashboard:
You can expect that some leads scores may change slightly. See something that doesn’t look quite right? Let us know by using the chat tool in the bottom right side of the Dashboard or email us at dashboard@imarketsmart.com.
The API will be backwards compatible with the old legacy consideration stages until April 2020. On May 1, 2020 our API will no longer accept our old legacy consideration stages and will only return an error if they are used. Please plan for compatibility with the new consideration stages by April 2020.
If you would like to pull the new considerations (interested, definitely consider and possibly consider) into your CRM, they may refer to our documentation. Once your team has reviewed the updated documentation, you may request a call with our Engineering team by emailing dashboard@imarketsmart.com.
We look forward to hearing from you! If you have any questions, concerns or just want to say “hi”, please reach out to Elizabeth at dashboard@imarketsmart.com, or use the chat tool on the bottom right side of your Dashboard to have questions answered by a real human!
All my best,
Elizabeth Weiland
Director of Product
When we conduct our Vital Signs Assessment, looking for indicators of fundraising success or struggle…
For the most part, everyone agrees that metrics are good. Accountability is good – even…
"Where do we find donors?" I'm asked that question quite a bit. To begin, let's…
FUNDRAISE SMARTER, NOT HARDER: How to Leverage Automation for Optimal Results May 8, 2024, at…
Prospect research, RFM, wealth screeners, and other hands-off/arm’s-length methods of donor discovery can only work…
If something about fundraising makes you uncomfortable, it isn't because there's something wrong with you…