Get Ready for the End of the Year

  1. Prepared for the End of the Year?
  2. Upcoming Free Customer Trainings
  3. Past Trainings Available on the Help Site
  4. Not Using DonorSnap Yet?

Prepared for the End of the Year?

If your organization is like most, the end of the year means you've got some extra work to do. With the increased mailings, emails, volunteer opportunities, and fundraisers, a strong understanding of your database can be an incredible tool to have on your belt. Here are a couple of tips to help you deepen your understanding of your database and to be ready for all the extra activity.

Start by cleaning up your database. It's not only wasteful financially to send duplicate mailings to a household, but it's also embarrassing. Show them you care by making sure each contact only has one record that keeps track of all of their contact information, communication history, donation activity, and all of the other information you are tracking. On top of that, a clean database allows for accurate reporting, prospecting, and planning. Need some help cleaning your database? Click here for cleaning tips.

Reconnect with your supporters. You probably already know who your major donors are, but don't just stop there. Consider sending notes of encouragement and thanks to your supporters who volunteered and made a financial contribution this year. Your database will allow you to easily find these types of groups of your supporters. Finally, don't forget the people who were interested in the past. Now is a great time to reconnect with your donors who gave last year, but not this year (LYBUNT). With each of these reports, DataMiner Platinum found under the Reports menu will be the place to build these. If you need help building a query, let us know.

Use volunteers for data entry. This probably isn't an option for some organizations, but for those with a strong base of regular and trustworthy volunteers, don't forget about them. DonorSnap allows for unlimited users, so you can set up custom access for each person you allow to use your site. You could also streamline data entry even further by setting up Mass Entry batches. This will allow you to preset any of your fields and codes so that only the contact needs to be selected. You can also set it up so that the fields and amounts can be changed on the fly. Learn more about Mass Entry.

Are your pledges current? Don't forget to run your pledge reports to make sure that they are up to date. When making reminder calls, this could also be a great excuse to tell them how much you appreciate their support and to build a stronger relationship.

Evaluate your communication strategies. Has your communication this year been effective? Consider running reports based on your Appeal and Campaign Codes. Once you have the reports, compare them to your expectations. There are probably a few appeals and campaigns that worked better than the others. Now is a great time to explore why the results were more effective. Moving forward, try to include the successful elements in your other campaigns and appeals. In fact, there's still 2 months left in the year... why not give it a shot now?

Upcoming Free Customer Trainings

DonorSnap is now offering a free training almost every week. The free trainings take place on Wednesdays at 1pm Central Time and the topics range from Getting Started with DonorSnap to advanced features like DataMiner Platinum and Online Forms. The next 4 trainings can be viewed at any time.

Find the link to the training schedule under the Help menu from within DonorSnap:

Upcoming Trainings:

  • November 6th: DataMiner Platinum with Activity Records
  • November 13th: Mass Entry
  • November 20th: Volunteer Forms
  • December 4th: Getting Started with DonorSnap

Space is limited so Register Now.

Want to Watch a Past Training?

Each of our weekly trainings are recorded and placed on the DonorSnap Help Site. These trainings are generally available a few hours after the training ends.

See all of the other past trainings on the help site under Training Webinars.

Not Using DonorSnap Yet?

Sign up for one of our free webinar demonstrations to see the software in action.
Ready to be set up with your own database? Get started today!