To cultivate relationships and emotional connections with donors, we recommend high-value personal interactions such as phone calls and face-to-face meetings.
Phone calls enable quick, personal interactions at a low cost, and they can help lead to additional channels of communication such as direct mail or face-to-face meetings. As most anyone — from fundraisers to volunteers — can complete phone calls, these interactions can scale to cover a large number of donors.
Face-to-face meetings may require more time and resources than other interactions, but they often result in larger donations and increased giving. Before you meet with a donor, establish the intent and goal of the meeting — such as a major gift opportunity — and plan talking points to help drive the conversation, such as their philanthropic interests and ideal gift amount. Prepare for the donor to say "No," and be willing to offer longer-term future giving options such as pledges.
To ensure fundraisers engage your constituents with highly-valued interactions, you can easily track phone calls and meetings in Fundraising, Analyze.
To analyze activity with high-value actions, select Overview. Under Action summary, you can view how many phone calls and meetings are past due, coming due soon, or recently completed.
Past due — How many high-value actions are past their due date and not marked as complete. To keep constituents engaged, determine why these interactions stalled out and prioritize their completion.
Upcoming — How many high-value actions are due over the next seven calendar days and not yet marked as complete. To ensure timely interactions, plan to complete these phone calls and meetings by their due dates.
Completed — How many high-value actions were marked as complete during the past seven calendar days. Nice work! Now plan follow-up interactions as necessary to continue to cultivate relationships with constituents.
To analyze which types of interactions resonate with your fundraisers and donors, you can also quickly compare phone calls and meetings during the time period selected in the Action date filter.
To include actions during a sliding time period such as the last week or month, select or enter the number of days worth of actions to include in the Select last field.
Tip: With the Select last filter, you can save a view to analyze actions during a set number of days from whenever you view the metrics. For more information, see Saved Views of Analytics.
To include actions during a specific time period such as January through May, select the start and end dates in the From and To fields.
To analyze your fundraisers' personal interactions with constituents over time, select Actions or Overview. Under High value actions, you can compare the use of phone calls and face-to-face meetings over time, based on the filters.
Note: If you deselect both Phone Call and Meeting in the Action category filter under Actions, the High value actions metric has no analysis. For more information, see Actions Analysis Filters.
Tip: To view a list of actions included in the number-crunching, select the total or metric. For further analysis, select Create list to open the list in Lists, where you can apply additional filters, choose columns, and save for future reuse. For more information, see Lists.
For information about how to manage your tasks and interactions, see Actions.