Organization. This can help you tailor your approach to re-engage lapse donors.
Example of Segmentation:
Segment: Create a segment for donors who contribute in the last year and another for those who haven’t donate in over two years.
Messaging: Tailor your messaging to highlight recent successes for active donors and share updates on how their past contributions have made a difference for lapse donors.
Step 6: Organize Your Phone Number List
Now that you have a clean and segmente phone number list, it's time to organize it for easy access during your fundraising campaign. A well-structure list will streamline your outreach efforts.
Spreadsheets: Use tools like Microsoft Excel or Google Sheets to create a structure phone number list phone number list. Include columns for names, phone numbers, donation history. And notes. This allows for easy sorting and filtering.
CRM Software: If your organization uses a CRM system, input your phone number list into the platform for better management and tracking. CRMs often have built-in features for tracking interactions and follow-ups.
Dialing Software: Consider using dialing software that integrates with your phone number list, allowing for efficient calling and tracking. Some software can automate dialing and log call outcomes.
Cloud Storage: Store your phone number list in a secure cloud storage solution to ensure that it is accessible to your team while maintaining data security.
Color Coding: Use color coding in your spreadsheet to visually differentiate between segments or priority contacts. This can help callers quickly identify whom to reach out to first.