The Donor Engagement Process: From Start to Finish

The Donor Engagement Process: From Start to Finish

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Donor Engagement Process

Numerous organizations around the world depend on the generosity of the public in the form of donations to keep doing the work that they do. In order to keep donations coming in, these organizations are finding an increasing need to engage with their donors in meaningful ways. Manually handling all of these communications requires a dedicated staff, which in turn comes with the cost of an increased drain on resources. There are fewer hands to carry out important work that needs human intervention and less money to accomplish that work.

SimplyCast presents the Donor Engagement use case, a purpose-built solution that can handle donor engagement requirements, expand your communication, and provide valuable insights into the behaviors and values of your clients.

The solution is intended to be used by donors and engagement management within the nonprofit industry.

The Donor Engagement Process 

The donor engagement process handles everything from signups to initial the contact with the donor and can easily be expanded to handle continuous engagement over months and even years.

Within this process, different people will interact with the process in different ways. Generally, nonprofit administrators will have a four-step process, while donors will only have one to two steps to complete.

Administrators – Step 1 

The first thing administrators will need to do is plan and set up their form. Without this form, engagement cannot be automated, as key information will not be present in the central contact database. The form can be used internally or provided to donors for external use. Ideally, both uses will occur on different forms, ensuring data from in-person signups and phone calls winds up in the same place as any online signups.

Administrators – Step 2

Once the form is created, administrators will need to decide how they intend to engage with donors and pre-build those messages. The messages can leverage merge tags to remain personal and use delays and decisions to ensure that they are received by the right person at the right time.

Administrators – Step 3

Once the messages are completed, automation rules should be set using the elements available. Some of these will be used to delay messages until a certain time, or until certain conditions are met. Others will decide which message goes to which person. Automation tools can let you do a lot, so make sure to talk to a SimplyCast account manager about these if you have questions.

Administrators – Step 4

Finally, administrators must review the reports. This will indicate if there is a problem contacting a donor, or maintaining engagement with them. You will also find crucial information in the reports about donor behavior, so that you can fine-tune your messaging and ensure that each donor is engaged in a way that is valuable to them.

Donors – Step 1 

The donor will need to speak to staff or fill out the online form in order to begin the process once the messaging, automation, and form have been set up. From that point on, unless the donor has questions, they don’t need to do anything other than read their messages. If they do have questions, responses can be sent in reply to the emails and they will be delivered to an address of the administrator’s choosing.

Why SimplyCast? 

With that, hopefully donors will be engaged with at increasingly personal levels without taking away from the mission of the nonprofit organization. This process is highly expandable and can be leveraged to handle almost any communication requirements that you might have.  

The SimplyCast platform is a no-code platform that allows anyone to build and edit their solution. As a result, this solution is fully customizable, it can be tweaked or altered to meet the exact needs of every organization. 

SimplyCast is an ISO 27001:2013-certified company with data centers in the USA and Canada. This means we can assure you that your confidential data is safe on our secure server and the messages you transmit are completely encrypted. Our platform has the capacity to send 100,000+ messages every hour and allows 10,000+ concurrent sessions. We can also acquire additional gateways and servers if you need them. 

Most importantly, we have a 99.5 percent minimum uptime. With our solution, you can have peace of mind.  


Don’t wait! Our experts are ready to give you a one-on-one demo to explain how this donor engagement solution works. 

Simply request a demo by clicking the button below and letting us show you how our solution can help you manage your Donor Engagement solution more efficiently. 

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