FLOW – Workflows That Build Loyalty

Hello, my name is Jonathan Polovkin, and I am a sales development representative here at DonorPerfect. It is so great to see so many familiar faces. Honestly, Roberto and I are thrilled that you are here. It’s my pleasure to welcome you to Roberto Campos session flow workflows that Read More

Hello, my name is Jonathan Polovkin, and I am a sales development representative here at DonorPerfect. It is so great to see so many familiar faces. Honestly, Roberto and I are thrilled that you are here. It’s my pleasure to welcome you to Roberto Campos session flow workflows that build loyalty. This session’s content is considered beginner level. So, who is Roberto? Roberto joined DonorPerfect as a training specialist in 2025 bringing a background in documentary filmmaking and social impact work. He enjoys helping clients see how strong systems and storytelling can strengthen donor relationships and support their missions. Roberto is especially interested in how social benefit organizations turn attention into long-term engagement and impact. Outside of work, he develops impact film projects with his brother and enjoys spending time with his wife and their husky. For fun, if you have a pet at home, tell us who they are in the chat. Now, a couple of housekeeping items before I hand things over. This session is going to inspire you, and I know you will have questions. Please submit your questions in the Q and A tab, so we can address them during the session. You’ll see the Q and A tab in the top right corner, next to the live chat icon. All sessions are recorded and will be available on DonorPerfect’s website after the conference. So, buckle your seatbelts, Roberto. We are all ears.

Thank you, Jonathan. Awesome President. Awesome intro to my background. Hi everyone, it’s a pleasure to be here with all of you. Throughout the session, my colleagues are available to answer your questions, like Jonathan mentioned, and if you have any, please drop them in the chat. Your curiosity helps everybody learn, and feel free to connect with me also via email at rcampo@donorperfect.com and And today I’ll guide you through a story following someone navigating real challenges in major donor stewardship. I’ll guide you through the DonorPerfect tools, of course, showing you exactly how everything connects step by step. This session is about automating major donor stewardship in DonorPerfect. We’ll explore tools that help you connect with donors faster and more personally, even when you’re a team of one. When your stewardship is streamlined, you can cultivate unforgettable moments for your organization, your donors, and those you serve, and still have time for a bit of fun along the way. But before diving into the features and workflows, I want to start with a real-life story. Because behind every automated touchpoint is a mission that matters. Let me introduce you to Rosa. Before she discovered automation, her stewardship strategy was mostly hope, sticky notes, and a lot of late nights. Rosa is the interim director at Hands United, a small nonprofit that does a great job after a very successful appeal and event. Rosa faces a mountain of tasks. There are a dozen of new and major donors there. The board expects timely personal follow-ups, but there’s no support staff. Rosa knows she needs to build relationships, not just send receipts, but time is tight. And note, Rosa, of course, is a fictional character, but she could be anyone: a volunteer, a board member, a program coordinator, or even the development director. She represents the countless women who step up at nonprofits when things get tough, finding creative ways to keep their mission going forward. Now she’s managing donor follow-ups, communication, reporting, and all at once. She loves connecting with people, but there’s one thing she really doesn’t like, and it’s spreadsheets, trying to organize everything manually, tracking data, building reports, stresses are out. And chat, please be honest. Who here loves spreadsheets? Kind of me. Okay, there’s, there’s some heroes among us. Good for you, good for you. That’s great. Well, Rosa, she didn’t sign up to work on Excel all day. She signed up to connect and help people. I like building spreadsheets the same way I like going for a run. I’m proud of myself after, but during, I’m like, why did I do this? I didn’t have to do this. There’s other ways to get where I’m going, and the organization’s success brings in more support than ever, and also a flood of new tasks. Her inbox is overflowing with gifts to acknowledge and new donors to welcome. Major supporters to thank personally, and Rosa feels the weight of wanting to connect with every donor, but the sheer volume makes it impossible to keep up on her own, and that’s when she hears about DonorPerfect’s automation tools. At first, the idea of setting them up feels a little overwhelming, but Rosa knows that missing a thank you can mean losing support. Support, and at someone suggests a conference, just like this one, a place to learn systems, and that brings a bit of hesitation, you know, another system, another thing to learn, and Rosa already feels overwhelmed, but she also knows that doing nothing is not an option, so even though she’s reluctant, she’s determined to rise to the challenge. She signs up for the conference to learn about organizational success and growth. Often starts with a reluctant yes. So today we’ll see how DonorPerfect helps Rosa instantly spot major donors, get automatic alerts for big donations, schedule reports to stay informed, no login needed. And this is when automation becomes a relationship building tool, not just a time saver. Before we dive into the specific automation tools. Let’s take a look at the core elements that help us steward major donors effectively. We have the constituent page. We clearly need a way to see who our donors are, how engaged they’ve been, and who stands out as a major prospect. Next, we have smart actions. We want to make sure no important moment slips through the cracks.

Smart actions let us set up automatic responses, so thank yous, welcomes, and reminders happen right on time. And schedule reports. Finally, we need to stay informed without constantly checking the system. Schedule reports and alerts deliver the latest donor updates straight to your inbox, keeping us proactive and prepared together. These tools lay the groundwork for meaningful, lasting donor relationships. They’re designed to help you work smarter and create moments that matter. So, chat, what’s one thing you could do more easily if all your donor info was in front of you? I Yeah, engage, engage is a good word list for direct mail. Yeah, these are all good. Think about a time when you needed to thank a donor quickly or decide who to reach out to next. Would having all the donor details in one place help you take action with confidence? I see more answers coming in. Stewardship, divide and conquer as needed. Yes, Kim. Great. Okay. Well, we have the constituent page in DonorPerfect that helps us with this, and how many of you have opened a donor list and thought, well, I’ll deal with this later. Could feel a bit stressful at times, you know. And usually that’s followed by a cup of coffee, some mild panic. Yeah, Alma all the time. Yeah, I feel the same way. I feel the same way. I like to show you what the constituent page looks like in DonorPerfect. So I am already on the constituent page, but it lives here next to the home button. We have our constituents. It will load your data set, and already we’re seeing lots of interesting columns here. The donor score, donor name, some gift history – it’s already sorting by last gift date. If I scroll down to the very bottom, I’ll notice that it’s loading my whole database. So, we’re in a small database right now, only 340 constituents, but it will load every single constituent for you. Then it’s already sorting by last gift date. We could edit our columns if we want to see more columns. If we want to have a an Excel or a report to use for a mailing, we could add our addresses right here, and we saw earlier with Lauren’s presentation that this is one of the easiest features to use in DonorPerfect. Right now, I have added all the columns, I will remove some. Don’t need to see all these here, and the beauty of this is that we can reset the view, so if ever you do click on something you’re not supposed to, we have the reset view button right here. And next thing I like to do is I like to find out who are my latest major donors, so for that I’ll sort by last gift amount, and I’ll make it descending, so. Just like that, we have our top donors that recently gave right at the top. That’s great. And we, the constituent list, solves a few problems right now. The team is overwhelmed, where there’s too many donors, there is no clear priorities. Who should we connect with first, and the constituent list to help answer that. And next thing I like to show you is creating a to-do directly here from the constituent tab, and I’ll create a to-do for Olivia, mrs. Carter. Okay, and then the to-do is directly connected with the contact page in a donor record, so I will set the activity to a handwritten thank you. I will set my due date to tomorrow, and I will assign it to a team member, and in this case I will assign it to myself. And Olivia, we have some gift data here that’s very interesting. We see that she gave one gift, a total of 42,000 and this gift comes from the latest Gala of Hope, and she was a gold sponsor, and in this scenario I met Olivia at the event, and I’m going to write a note, because since I’m writing a handwritten thank you, I’m going to put my notes down in the in the notes section, and I have them ready, copy pasted.

So write a handwritten thank you to Olivia for her gift reference the conversation at the event, so you imagine you’re a fundraiser, you’re a development director, you want to reference a conversation you’ve had in the past, maybe mention what she had, she had told you during the event, very, very important, reinforce that the change that the gift is already making in the organization, and a few other notes. Here, I’ll go ahead and save and close. Okay, that’s great. Okay, there was a to-do that was created. Where did it go? Let’s take a look. We’ll go to Olivia’s profile, and if we see here, it created a contact, and we have here a handwritten thank you assigned to me. If I would travel to my homepage, I would also have that reminder over there. And now that we’re not already navigating the stoner record, we could take a look at the gift itself, and we see some interesting information here as well, the date of gift, which campaign, which solicitation it went towards unrestricted contributions. This is gold for an organization, we all know that. So, there’s lots we could do with the constituents tab and follow up with donors, and to go back in here and now you might say, okay, this is great information, let’s make our lists even tighter, so I’ll go and I’ll add a filter, and in my filter I’m going to look at the total given by donors, simply because I want to target my major donors, so I’ll go to equals or here for this scenario, I’ll do greater than or equal to, and I’ll add in my organization we consider all donors that gave lifetime of 10,000 or more as major donors, so I’ll hit apply, and now excuse me, we have a segmented list, and we have instead of 340 we have 89 constituents, and we apart from this screen, we could export it right here to an Excel, and I’ll show you what this looks like. Here it is, so we could export this data into a beautiful Excel spreadsheet powered by DonorPerfect. So the constituents page really allows you to quickly answer some key questions. Who should I connect with first? I so in that conference, Rosa saw something different. The consortium page could do more than just display names, it could reveal patterns, priorities, and possibilities. What started as a simple goal to connect with people turned into something bigger, a need for a system that could support that connection, I could use this to build real relationships and make sure every donor feels valued. Roles are realized, and as we all know, clarity removes stress for the first time. She feels calm, and here’s everything that changed, that changed everything for her. She realized that with the. Right tools, she could finally answer the big questions and see the whole picture. The constituent page, who are new supporters, where should I focus my outreach? She could finally see the clear path forward, because building spreadsheets always scared her. But now she knows who to reach out to. And the next question became, How do I make sure I follow up with everyone consistently? smart actions, smart actions work a lot like setting up an alarm clock. It doesn’t matter what kind of clock you use, this concept is the same. You choose a specific condition or moment, that’s your trigger and the filter, and when that condition is met. Smart actions automatically rings that bell by taking the action you set, like sending an email or creating a task. Now that we know who we want to connect with, How do we create a process that helps us build those relationships consistently? Chat and what donor touchpoint is most important to your organization? Is it thank you calls, welcome messages, reengagement, reengagement outreaches, all of them. Yeah, and yeah, thank you calls, lots of thank you calls in there, yeah, re-engagement, Elizabeth, yeah, memberships, thank you emails, reminders, yeah, so there’s lots of important actions that we could use some help with, and I’ll go ahead and show the team here how Smart Action works in DonorPerfect. And yes, I called everybody a team because it feels like we’re all in this together. Okay, and I’ll start. I like to start at the homepage.

Smart Actions lives here in settings, and it’s a tab lower down at the bottom, and I have one ready for us for major donors, and smart actions help us solve problems like how do we follow up, follow up consistently, how do we build strong donor relationships as our donor base grows, and we’ll see right here we have to select a trigger, and my trigger action here is a new gift save. You can name your smart action, of course, and I put a very short description here: it’s major donors that give a gift over $5,000 and then this in the comment section. This is where you’ll put a bit more details. So, when a gift of $5,000 or more is entered, we’re going to create an email reminder to send a video thanking the donor. We’re going to create a contact record to call the donor and create a major donor flag, very important is the trigger itself, but also the filter, the filter here is telling us the gift amount is equal to or greater than $5,000 Next, you want to make sure it’s active, and the following tab lets us configure our actions, and I set up a few actions here on my screen, and the first one is to send an automatic email. The email at the moment is to send to myself, but it could be sent to a colleague, of course, just it could be your development director, your executive director, anyone you’d like to update. Then we could add some information in the subject, so the subject, of course, is a $5,000 gift or more, and then in this section is where the magic happens of donor perfect, and here is an example with some text, major donor gave a gift of and gift amount. This is not yet a merge field, but we have the ability to insert a merge field, and I’d like to know the gift amount as the first information of this email, and I’ll look up the gift amount field and and here it is, and I will submit that in there. And now this became a merge field, so when the smart action gets triggered, this information in the email will update, and I have a bit here more instructions in the email, the donor name, say first name, last name, donor ID, the gift date, the gift amount, lifetime total. This is great, also for a development director to know exactly the total amount of the donor that’s you’re sending to them, the last solicitation that they gave, so the. The gift itself, what solicitation was it going to? So this is all beautiful information, and since I made a change, I will hit save. And now that merge fee, merge field is included. Next, I like to create some Some contacts on the contact screen. I’d like to create an activity for video to send the donor a video, and I will assign it to myself. And this is some comments that will appear also in the contact screen that we viewed a little, a little earlier with mrs. Carter’s profile. The gift date will get updated, and the due date will be three days from now. So, all this will update the contact record of the donor. Next, I want to update some fields. We’ll get a handwritten thank you in the gift field of the thank you letter, so that’s what the donor will be getting, and a major flag will be on the main screen. Next, the pop-up display. This was a trick given to me by my colleague, Mac. He said you could add a pop-up display, that way when you’re saving a gift, you know that your smart action is working. And I will demo this right now. It’s save and close. We’ll go to mrs. Carter’s profile, add a gift, and of course it needs to be $5,000 or more. It’s safe, and there are some mandatory fields here. We’ll hit check and towards summer appeal, and I’ll hit save. And here is a pop up. Our smart action is working great. The handwritten thank you field got filled, and if we go into the main profile, you will see that she’s also flagged as a major donor. So, when something this important becomes automatic, it’s simple. It doesn’t just improve your fundraising, it gives you back some time.

Chat, how do you currently keep track of your major donor follow-ups with something like an automatic reminder like this make it easier for you? Yeah, Kim is saying yes. Anybody else with, okay, yeah, valuable. Sandy, Ashley, yes, everybody agrees. Okay, great, perfect. So, with smart actions, you can create and assign tasks, so the right person connects with each donor, keeps others informed, even when they don’t use donor perfect. Send email updates about your donor activities, so everyone stays in the loop, and that’s the moment everything shifts. When Rosa realizes she doesn’t have to carry it on her own anymore, that this isn’t just data, you know, it’s smart actions. Rosa turned insight into action, creating real opportunities, relationships, and results, and because the data became clearer, she could finally take action right away. So, as Hands United grew, so did the pressure on Rosa. It was faster, heavier, and harder to ignore. More donors meant more relationships to manage, and more chances for something to slip through the cracks, and of course, at the worst possible moments, the board also expected not just activity, but real measurable results, clear proof that an outreach was was working. So every missed thank you or delayed receipt now carried a greater risk, especially with major donors, where expectations were a little bit higher, and patience sometimes thinner. Rosa knew that one missed moment could quietly damage trust, and with it, future support. And in an environment where every relationship matters, small mistakes start to feel a little bigger, then the stakes got even higher. One day, a major donor called upset, they never received a thank you or a receipt for the generous gift, and I’m not sure if this has happened to anyone here in at the conference, but it is something a little bit that puts you on edge, because you start to worry when that happens, but everything was working, thank yous were going out, the new donors were being welcomed, follows in the fall. Ups were being assigned, so Rosa felt like she had everything under control, but there was that, that missed moment, that big missed moment, and she realized that even with automation, she could still be overwhelmed enough to miss an important reminder. So now it wasn’t just about keeping up, it was about protecting trust, reputation, and future support, the board heard about it, and suddenly every detail mattered even more. So, even though she missed the important thank you, Rosa finally thought she had things under control with the constituent page and smart actions. She was tracking the follow-ups, sending the important timely thank yous for the first time she almost felt ahead and then the board meeting also took a turn, the questions started coming in faster. Are we reaching out to the right people at the right time? How do we know that every donor is being acknowledged? But more importantly, which solicitation in 2026 brought in the most money? Rosa, of course, her confidence faded. All these questions coming at her. The system was great for day-to-day outreach, but she didn’t know how to easily break down the results by solicitation. So the board, the room grew nervous, and a board member finally said, “We need to see the story behind our outreach, not just the tasks. And that’s when it hit Rosa. No matter how hard she worked, it felt like she was always behind, pouring in late nights, sacrificing her own time, and still being asked for more spreadsheets, she wondered if she will ever get to enjoy work and life if she has to keep doing it all by hand, and all her efforts she still felt stuck and needed a way to see the full picture, and that night, sitting alone at her kitchen table, Rosa scrolled through the day’s donor activity, and suddenly, from a major donor, an email came in and appeared in her inbox, saying, Rosa, thank you for your wonderful note, we’re in love with the mission and with your devotion, it means the world to us, and Rosa let those words sink in. She realized that she needed a way to keep the bigger picture in focus to answer the board’s tough questions with confidence and tell the story behind every single connection. Schedule reports. Let’s talk about the scheduled reports.

Imagine if instead of scrambling for answers for every meeting, you’re the most important donor insight landed right in your inbox automatically and always up to date. Scheduled reports make it possible for everyone to stay informed and ready without any extra effort, so they give you also a way to double check your process, so you could quickly identify if any anything slipped through the cracks, like the situation we just saw, and you can schedule these reports to arrive exactly when you need them and share them with key stakeholders whenever they use donor, whether they use donor perfect or not. So now everybody would be aligned, everyone sees the same picture, and nothing important gets missed. And this is where everything starts to come together. Let’s see how scheduled reports help everyone stay informed. So, chat, can you remember the board’s burning question. What was their important question they had for Rosa, and one of the.. there was.. there was a few. Yeah, what’s the story behind the task? That’s. that’s. that’s right, Stephanie. Yeah, thank you. I see that you’re paying full attention. Campaign, yeah, campaign with the best return, that’s very, very close. Yeah, almost there. The question was, which solicitation in 2026 brought in the most donations? Yeah, Alma, exactly. Solicitation tracking, you got it, and schedule reports can help answer these questions. So, I’ll show you what that looks like in DonorPerfect. The reports live under Reports Report center, and mine is an easy report, so a report that you can customize. And before I dive into the report, I’ll show you what I mean by customize. You can click on this edit pencil and. And adjust the columns, choose the fields you want to see, and what’s powerful here is that we can also group, so I chose to answer the board’s questions to group by solicitation, and you’ll see how it does it very nicely once we run the report, but you could also add other fields if you’re looking for other information. You have access to the fields in your system. Back to the report, and in here, another part of the question was, What were the gifts in 2026 and for that to answer that, to filter out that segmentation, we have our filter here, which gives us solicitations for the year 2026 So I’ll go ahead and run this report. and okay, that’s interesting. This first gift doesn’t have a solicitation, that’s fine. That happens sometimes while we’re entering donor data and entering gift information. We could forget to enter a field, and you could easily click on this, the gift amount, and that would take you directly to the gift, and we could fix this. So, I’ll take a moment here to show you how that works, and we’ll go add a solicitation, and this was, we’ll say it was unsolicited, and I’ll hit save, and now we can go back to that report and run that again, and now it moved down lower in the list, but it is part of the solicitation, so we have, we’re looking for the solicitation that brought in the most gifts, so we’ll take a look at a report. You could also widen your report, make it a little nicer to look, look at. Okay, this 110: 1000, 15,000 And to navigate the report, you’ll use these arrows. I’ll go through it quickly. So far, 50,000 is my highest. Okay, is there something higher? 20,000 should be some big ones here, and here it is. 208,000 which one was this? The spring major donor appeal. Okay, that did really well, and the other one that did very well, as well. Was unsolicited with, yeah, so we could see here the spring major donor appeal was our best, our best solicitation. I’ll go back and show a sidebar, and what’s great here, we could schedule this report, so this report could get updated. I will schedule this one for a monthly update, so gifts by solicitation, and we could choose which export format I like. Excel, and I’d like to run this report monthly on the first day. It’s going to come in the morning, and here I’m sending it to myself, but of course, you could send it as well to the development director or anybody on your team, we’ll hit save, and our report has been successfully scheduled.

Imagine if instead of scrambling for answers for every meeting, you’re the most important donor insight landed right in your inbox automatically and always up to date. Scheduled reports make it possible for everyone to stay informed and ready without any extra effort, so they give you also a way to double check your process, so you could quickly identify if any anything slipped through the cracks, like the situation we just saw, and you can schedule these reports to arrive exactly when you need them and share them with key stakeholders whenever they use donor, whether they use donor perfect or not. So now everybody would be aligned, everyone sees the same picture, and nothing important gets missed. And this is where everything starts to come together. Let’s see how scheduled reports help everyone stay informed. So, chat, can you remember the board’s burning question. What was their important question they had for Rosa, and one of the.. there was.. there was a few. Yeah, what’s the story behind the task? That’s. that’s. that’s right, Stephanie. Yeah, thank you. I see that you’re paying full attention. Campaign, yeah, campaign with the best return, that’s very, very close. Yeah, almost there. The question was, which solicitation in 2026 brought in the most donations? Yeah, Alma, exactly. Solicitation tracking, you got it, and schedule reports can help answer these questions. So, I’ll show you what that looks like in DonorPerfect. The reports live under Reports Report center, and mine is an easy report, so a report that you can customize. And before I dive into the report, I’ll show you what I mean by customize. You can click on this edit pencil and. And adjust the columns, choose the fields you want to see, and what’s powerful here is that we can also group, so I chose to answer the board’s questions to group by solicitation, and you’ll see how it does it very nicely once we run the report, but you could also add other fields if you’re looking for other information. You have access to the fields in your system. Back to the report, and in here, another part of the question was, What were the gifts in 2026 and for that to answer that, to filter out that segmentation, we have our filter here, which gives us solicitations for the year 2026 So I’ll go ahead and run this report. and okay, that’s interesting. This first gift doesn’t have a solicitation, that’s fine. That happens sometimes while we’re entering donor data and entering gift information. We could forget to enter a field, and you could easily click on this, the gift amount, and that would take you directly to the gift, and we could fix this. So, I’ll take a moment here to show you how that works, and we’ll go add a solicitation, and this was, we’ll say it was unsolicited, and I’ll hit save, and now we can go back to that report and run that again, and now it moved down lower in the list, but it is part of the solicitation, so we have, we’re looking for the solicitation that brought in the most gifts, so we’ll take a look at a report. You could also widen your report, make it a little nicer to look, look at. Okay, this 110: 1000, 15,000 And to navigate the report, you’ll use these arrows. I’ll go through it quickly. So far, 50,000 is my highest. Okay, is there something higher? 20,000 should be some big ones here, and here it is. 208,000 which one was this? The spring major donor appeal. Okay, that did really well, and the other one that did very well, as well. Was unsolicited with, yeah, so we could see here the spring major donor appeal was our best, our best solicitation. I’ll go back and show a sidebar, and what’s great here, we could schedule this report, so this report could get updated. I will schedule this one for a monthly update, so gifts by solicitation, and we could choose which export format I like. Excel, and I’d like to run this report monthly on the first day. It’s going to come in the morning, and here I’m sending it to myself, but of course, you could send it as well to the development director or anybody on your team, we’ll hit save, and our report has been successfully scheduled.

And just like that, it could go directly into your inbox, and that’s great. Go back here, and this is where there starts to be a shift for organizations, you know. Just with a few clicks, the report is scheduled, it lands directly in your inbox, and you’re always ready to share and up to date. So, now you could explore, you could also export it yourself into a clean, well-structured Excel report, and it makes it easier for everyone on the team. So at the board meeting, Rosa shows every donor contacted, every follow-up completed, what’s working, and now they see it clearly, and she didn’t present just a spreadsheet, she presented a system that builds relationships, everything connected, and she could see her donors, she could follow up consistently, she could create those unforgettable moments and build the real relationships she wanted to. And what did this for the system was like finally supporting the connection that she cared so deeply about, and to bring it all together, we had today I was demonstrating three tools, one system and one goal, the constituent page creates clarity, know who to connect with first. Smart actions creates consistency, turn donor insight into timely action. Schedule reports creates confidence, you know, understand what works and help you tell the story behind the results, and together these tools help you identify the right donors, build stronger relationships, stay informed and organized same time without sacrificing the human touch. And what’s important here is that when everything works together, you’re you’re not just managing donors, you’re you’re really cultivating these unforgettable moments, and automation isn’t replacing relationships, it’s protecting them. So, using these three tools, you’ll be able to stay connected with donors and deepen your relationships, and because everything was working together, Rosa was saving time, time to focus on the mission, time to grow, time to build a team with DonorPerfect powering the system behind the scenes. Rosa no longer felt overwhelmed by spreadsheets, and she felt more empowered by them, and honestly, it felt beautiful to her, you know. And that’s not something you usually hear about spreadsheets. This is what happens when you combine storytelling through reporting with the power of the constituent page, smart actions, and the ability to schedule key reports, it moves more people to action. With the new funding, Hands United hired Rosa as a full-time development director. She meets with major donors face to face every day, doing what she loves, connecting with people. And Rosa had done more than generate a report, she had changed the way the board saw this mission, and of course, DonorPerfect made it possible. Nonprofits, I’m not sure if everyone is aware of the stat, but nonprofits raise 25% more in their first year with us, and it doesn’t just stop there. 93% of our clients stay with us to keep increasing that revenue and efficiency, so why do I tell you Rosa’s story? It’s simple. It’s not because she’s a data scientist, she’s not a reporting wizard, she’s someone like many of you, she’s passionate, mission driven and volunteer power, and when you have the right system in place, you can cultivate these unforgettable moments for your organization, your donors, and those you serve, and still have time for a bit of fun along the way, you If you saw yourself in in Rosa today, send the words I am Rosa in the chat.

Really great job, Roberto. I agree with everything that you said in your presentation, except for one thing, which is that you don’t often hear that a spreadsheet is beautiful. I think you’re just not looking at my spreadsheets often enough. I’m a big Sheets fan, but in all seriousness, that was really great. We had a lot of activity in the chat. We’re going to go through a few of the questions in the Q and A now. We don’t have a lot of time, so everyone in the chat, your questions were seen, although we might not have been able to get to every single one of them, either responding in the chat or in our Q and A right now. If you haven’t gotten your question answered, please, please reach out to our technical support team. We’d love to have a one on one conversation with you and make sure your question is fully answered. So a couple things I’m going to jump right in, Roberto. I saw several upvotes on the question asking about the donor score. So two questions combined. Number one, how is the donor score calculated? And then going hand in hand with that, can the donor score parameters be set by the organization? Can you talk a little bit about that, and, and what their options are for running custom information on that. Absolutely, thanks, Jonathan. To show the donor score, I’ll go back into donor perfect, and I’ll go back into the constituent page, and the donor score is calculated on a few factors recency. Definitely plays into the factor, the amount of the gift, of course, and how many gifts the donor gives, and what’s nice about the constituents page, you could also sort by donor score, and to answer that final part of the question, no, you can’t modify the parameters that give the bonus, the donor score. Unfortunately, these are set rules by DonorPerfect.

Great, great point. And I think those three factors are really powerful, factoring in the recency, frequency, and monetary value of the giving for each donor. Each individual is compared to other individuals in the system. Each organization is compared to other organizations. There was a question in the Q and A as well about customizing the RFM rubric, rubric, the recency, frequency, monetary value. Since we don’t have time to get into that in detail right now, there are ways that you can run reports custom to what your organization defines as a major gift, so again, please reach out to our support team. We can walk through what a report like that would look like. You can definitely create those reports, although you can’t customize the parameters, they are on a scale depending on each organization’s individual giving and organization giving. One, we have time for maybe two more questions from the Q and A. So, I do want to ask, someone asks about, is there a list of suggested smart actions to create? You went through a couple in your session, but any other ones you want to float out there that you’ve seen nonprofits do that has been really creative and helpful.

I know I was in a lounge a little earlier with Sarah, and my colleague Sarah has lots of good examples. Let me go here into the smart actions. Of course, there’s a lot, lots of different smart actions we can create, and what’s important here is to look at the trigger, so there’s lots of triggers we could choose from, so your the question is very, it’s a great question. I would say it really depends what situation and what we’re looking for, but I could go over some actions as well, and in the create a transaction here, we’re updating a contact record. We could update other fields as well. Here, let’s say we’d like to add a new field to update something, maybe on the main screen. Maybe there’s something we can add in the narrative. I’m not coming up, I’m drawing a blank right now, Jonathan, on what type of example, but it, it, the example always comes through a conversation that you’re having with the donor, really, what they’re looking for, and we would be able to find a solution for a smart action,

that’s a really good point, even as you’re poking around thing things here in the smart action section, I think you’re showing how customizable these smart actions are. What I usually like to tell to the customers that are using DonorPerfect is, you’re really only limited by how creative you can be with the idea you have for a smart action. What I mean by that is, if you have an idea in your head that you’d like to have an alert or something trigger, but you don’t know how to do it. If you reach out to our support team, we can have a conversation to flesh that out and show you how you can do that, because they’re very customizable. There was a question in the Q&A asking if the constituent list can be customized for different users. Our bookkeeper and other users are fighting over fields, so speak to that a little bit about what, if any, customizations can be done per user, and if not, how they can have custom setups of what different users see when they log into DonorPerfect.

That’s a great question, and I would ask support on that, which I’m not 100% sure if it’s user defined. From what I remember, it was once you customize it, it stays the same for each user, but to be 100% certain, I would ask support for that one, but it’s a great question.

Great, yeah, great, great point about that. So, whatever customizations are done, keep in mind that every everyone who’s using your DonorPerfect system should have their own unique login, so if you do need something very customized per person, a great place to do that, obviously we’re not covering that in the session today. Would be our dashboards. You can have a custom my dashboard for every person that logs in. That way, if your bookkeeper wants specific reports available when they log in versus your executive director, you can have that done. All right, I’m going to do a quick sign off here. The time went too quickly, we’re. Roberto, always a pleasure. Thank you, everyone, so much for attending Roberto’s session. We hope that you have had some great takeaways. Next up, we have Sean Poteros session with flow events to engagement, turning attendance into donor momentum, which is considered an intermediate session, and Sarah Lalonde’s session, voice multichannel communication that converts, also considered intermediate. We will see you in a few. Thank you all for attending.

Thank you, Jonathan. Thank you, everyone. You’re welcome.