improving the welcome process for regular givers michael ward database marketing coordinator thankq...
TRANSCRIPT
Improving the Welcome Process for Regular Givers
Michael WardDatabase Marketing Coordinator
ThankQ Tech Forum13 February 2013
• Northcott: supporting > 11,000 people• Limited Regular Giving Program pre-2012• Current target of 45 new RGs per week• Three Regular Giving Products
– Customised communications– Based on Source Code
THE ORGANISATION
The Problem
How things used to be
• Three separate Mailings• Manual Customisation• Monotonous and prone to error• Time consuming: 5 mins per donor
= 4 hours for 50 donors
THE PROBLEM
• Specific Customisation– Text & picture based on selected program– Description of the Program– Value of Monthly Donations– Date of Donations– Payment Type
THE PROBLEM
The Solution
Where do we go from here?
• Pledge Acknowledgement Feature• Combined use of text rules and merge fields• Set up a Master Template
THE SOLUTION
The Setup
Preparing our ThankQ System
Step 1: Text rulesTHE SETUP
Step 2: Merge fieldsTHE SETUP
Step 3: IF Statements in MS WordTHE SETUP
Step 4: Create Master TemplateTHE SETUP
The Process
How we do things now
1. Create Pledges2. Create a new mailing
THE PROCESS
1. Create Pledges2. Create a new mailing & Load Pledge
Acknowledgements
THE PROCESS
1. Create Pledges2. Create a new mailing & Load Pledge
Acknowledgements3. Apply Text Rules
THE PROCESS
1. Create Pledges2. Create a new mailing & Load Pledge
Acknowledgements3. Apply Text Rules4. Merge to Master Template
THE PROCESS
1. Create Pledges2. Create a new mailing & Load Pledge
Acknowledgements3. Apply Text Rules4. Merge to Master Template5. View and Print
!
THE PROCESS
1. Create Pledges2. Create a new mailing & Load Pledge
Acknowledgements3. Apply Text Rules4. Merge to Master Template5. View and Print
THE PROCESS
So what does this mean?
The impact on daily workflow
1. Simplified, automated process2. No chance of error3. Time and cost saving4. Approx. 20 times more efficient
WHAT DOES THIS MEAN?
