Best Practices: Actionable Insights

Actionable Insights turns donor data into real-time fundraising direction. Use it as a compass to guide smarter decisions, deeper engagement, and better outcomes.

Start Every Day With Insights

Make it a daily habit to review your Actionable Insights widget at the start of each workday. Since insights are refreshed every night, they offer the most up-to-date donor recommendations. Think of this as your morning "data briefing" to drive focus for the day.

Tip: Bookmark the homepage or set it as your landing page so the widget is front and center when you log in.

Prioritize High-Impact Insights

Use the widget to identify the most urgent or valuable actions:

• donors who are newly at risk of lapsing

• supporters who are ready for a giving upgrade

• sustainers who need follow-up

• lapsed donors with renewed engagement potential

Acting on these insights early can significantly improve fundraising performance.

Use “Run the List” Strategically

Each insight includes a “Run the List” button that instantly generates a segmented list of donors tied to that insight. This list can help you:

• launch targeted email campaigns

• create call or text lists

• schedule follow-up tasks

• export the list for use in external tools

Tip: Treat each insight as a campaign opportunity. Consider setting internal goals to act on a certain number of insights each week.

Incorporate Insights Into Planning

We highly recommend integrating insights into your ongoing fundraising strategies. 

You can:

• include donor upgrade insights in your quarterly stewardship plan

• use retention-focused insights to support your end-of-year appeal

• build monthly campaigns around re-engagement opportunities

This ensures your work remains both proactive and data-driven.

Collaborate With Your Team

Insights are scoped at the Committee level, meaning everyone on the same committee sees the same recommendations. Use this to your advantage:

• share tasks across the team (e.g., one person handles upgrades, another manages sustainers)

• review insights together in weekly team meetings

• use shared donor lists to coordinate outreach efforts

Track Outcomes and Learn

Use the performance of past insights to refine future efforts. Monitor key metrics such as:

• donor retention rate

• response rates from targeted lists

• average gift size from upgrade campaigns

Share successful tactics across your team and document what resonates best with your donors.

Final Tips

• Stay Consistent: The more frequently you act on insights, the more value you will unlock.

• Leverage Cross-Functionality: Coordinate with your communications, compliance, and/or operations teams for more holistic donor engagement.

• Think Ahead: As more insights are added (including potential AI-powered ones), familiarity with the widget will set you up for even more impact later.

Not quite what you were searching for?

• Navigate back to the Navigation Resource Index.

How do I actionable insights? | How does actionable insights work in EveryAction? | Why can't I actionable insights? | Where do I actionable insights in EveryAction? | What is actionable insights in EveryAction? | How to actionable insights? | Can I actionable insights in EveryAction?