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Repeat Donor Optimization Bundle

Encourage Repeat Donations with Confidence with These Easy Steps.

Increase the number of repeat donors within your community by tapping into the trends that matter most to your organization. Unveil key donor insights like:

  • The personas of current donors
  • The personas, insights, and analytics for your repeat, fastest repeat, and emerging repeat donors

Take your next steps confidently and address your donors with targeted messaging designed to encourage your best supporters to give again and again.

With your current donor and donation data in hand, boodleAI will deliver a personalized report bundle including a Donor CLEAR, a Repeat Donor DEAR, and a Fastest Repeat Donor DEAR designed to take you to the next level.  

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 (e.g. repeat/recurring donor or monthly donor labels, total number of gifts, etc).
  • 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
      • Donation Type

    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