Effective data is the key to understanding your donors. That’s why you implemented a nonprofit CRM – in order to track analytics, and access and provide the most up-to-date donor information.
With ResultsPlus, you have the ability to track a whole host of analytics related to your constituents. Some of the most important data to track includes:
- Donor Retention Rate: Acquiring new donors is more expensive (and extensive) than retaining existing donors. By measuring donor retention rate, you get insight into how your donor engagement strategies are doing and figure out what you can do to increase your retention rates, like how to segment your donors for more personalized communication and how to make giving easier for a wider range of current donors.
- Major Gift Donors: These are your top donors and the ones you definitely want to put the work into keeping around! Donor data can help you identify which donors have given and how much they’ve given, allowing you to pull out the segment of your donors who have given larger gifts so that you can cater specific communications to them.
- Donor Demographics: One of the best ways to nurture relationships with your donors is to get to know them on a more personal level. You can do this by tracking donor demographics in your CRM, which also allows others in your organization who reach out to them to have access to demographic information about those donors. Additionally, it allows you to pull information regarding education history, age, income level, etc. so that you can tailor your communications to specific donors. Your fundraiser, event or campaign email may not be relevant to your entire donor base, but by accessing donor demographic information you can make sure that the people who are receiving it are the ones who should be receiving it.
There is a ton of additional data available in your CRM that is crucial to your fundraising success. However, accessing that data can be daunting and overwhelming, especially if you’re new to your CRM. The word “query” sparks fear in many fundraisers, and if your team doesn’t know how to run queries (or is a little intimidated by them!) they are missing out on a lot of key information.
If you’re dreading running queries in your ResultsPlus system, we have some great news for you! Our team of nonprofit CRM experts is hosting a “Query Basics” virtual training course on August 12 from 1-3 PM CT. This means no more query dread! We've got your back and are ready to help you get the most out of your donor data.
Our team will walk you through the five steps of building a query from start to finish.
You'll learn:
- What a query is
- How to translate your query into the ResultsPlus system's "language"
- How to translate your query requirements into true-or-false statements
- How to access data for queries
- How to determine which tables and fields to use for specific queries
- How to use ResultsPlus's Query Designer
- How to design and run simple queries from start to finish
- Join our Nonprofit CRM experts for this two-hour virtual class and strengthen your query building skills.
- Prerequisite: ResultsPlus: The Basics online training course or basic constituent entry knowledge.
Ready for more information and to register? Head to our website and get yourself and your team registered today!