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Location Optimization Bundle

Locate Donors Near and Far with These Easy Steps.

Increase donations from top and emerging Zip Codes and DMAs that look similar to where your best donors are. Uncover the location information for your new, repeat and emerging donor personas. Discover what matters most for your cause by revealing: 

  • The personas of current donors
  • The personas, insights, and analytics for the donors in your top and emerging locations

Equipped with a new found confidence in your outreach methodologies, make your next move and target the audience with an affinity for your cause.

Using your current donor and donation data, boodleAI will deliver a personalized report bundle including a customized Donor CLEAR,  Top Locations DEAR, and Emerging Locations DEAR - equipping you with tools to guide you to your most desired outcome.  

How This Helps You

What are the Data Requirements for this Bundle? 

  • Data requirements for the CLEAR:

    One (1) CSV or Excel Donor File containing first name, last name, address and/or email, donor ID (e.g. from your CRM) of each donor. 
    • Please also include any additional data of your own that would be helpful for segmentation purposes. 
  • Data requirements for the DEARs:

    One (1) CSV or Excel Transactional File (one row per donation), containing:
    • Required:
      • First name
          • Last name
          • Address and/or email
          • Donation Date
          • Donation Amount
          • Donor ID (e.g. from your CRM)
        • Preferred (but optional):
          • Method of Acquisition
          • Donation ID
          • First Donation Date
          • Referral Date (Date of Initial Outreach)
          • Cost of Acquisition

      If you do not collect some of the required or preferred data fields or have any questions, please let us know so we can determine the best next steps.

      To ensure the accuracy of your reports, please make sure your file is prepared in accordance with our Data Pre-Processing Guide. If you would like to skip that step and have us prepare your data for you, enquire by emailing success@boodle.ai