How do I engage donors likely to become sustainers (monthly donors)

Identifying donors who are likely to become monthly donors is very important. There are many factors that go into making this insight including repetition of giving history and giving amount.

The following feature is available for Insights Pro customers. If you’d like to unlock this feature, please click here to upgrade.

Opportunity segmentation is one of the many features offered in an Insights Pro Subscription. If you don't have insights pro, you can easily get access by clicking - "upgrade to unlock". If you have Insights Pro, from your segments dashboard, find the "opportunity segment" and click the box "donors likely to become sustainers".

Screenshot 2018-07-05 11.05.29

Causemo Insights will load a dashboard view for you filtered to show only "Donors Likely to Become Sustainers". Once you have run this segment and can identify who your sustainer/monthly donor opportunities are, consider the following to engage this key audience:

  • Have a monthly sustainer society? Thank them for their committed support and introduce them to the society and ask them to join
  • Thank them for their committed support and let them know how important consistent contributions help the mission continue
  • Develop a communication track, specifically for sustainers
    • Remove them from some appeals
    • Develop a thank you campaign or newsletter specifically for them
    • Keep them informed about your mission beyond the current Direct Marketing outreach

If you'd like to export this segment and take action with these constituents, click Save.

Screenshot 2018-07-05 11.37.51

Then navigate back to your segments dashboard. Scroll to the "Saved Segments" section of the segments dashboard and click the export box for the segment you want to export.

Screenshot 2018-07-05 11.14.05

Causemo Insights will take a few moments to process your data and prepare the export. When it is ready you can click download from the actions column at the bottom of your segments dashboard.

Screenshot 2018-07-03 09.36.45