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:
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donors who are newly at risk of lapsing
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supporters who are ready for a giving upgrade
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sustainers who need follow-up
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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:
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launch targeted email campaigns
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create call or text lists
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schedule follow-up tasks
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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:
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include donor upgrade insights in your quarterly stewardship plan
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use retention-focused insights to support your end-of-year appeal
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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:
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share tasks across the team (e.g., one person handles upgrades, another manages sustainers)
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review insights together in weekly team meetings
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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:
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donor retention rate
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response rates from targeted lists
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average gift size from upgrade campaigns
Share successful tactics across your team and document what resonates best with your donors.
Final Tips
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Stay Consistent: The more frequently you act on insights, the more value you will unlock.
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Leverage Cross-Functionality: Coordinate with your communications, compliance, and/or operations teams for more holistic donor engagement.
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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.
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