What filters / exclusions should I apply to my Dataro campaign?

For each campaign that you build with Dataro's propensity scores, who should you include/exclude by default?

Every organisation has their own custom rules, but we often suggest these filters to setup base queries inside your CRM / make recommendations about campaigns:

RG Churn (Retention) Campaign

• No TM specific exclusions

• Must have a phone number

• Must have at least 3 or more RG transactions total

• Must be an “Active” Regular Giver

• Must have given at least 1 RG gift in the past 3 months

• Must not have received another call in the past 3 months 
  
  

RG Upgrade Campaign

• No TM specific exclusions

• Must have a phone number

• Must be an “Active” Regular Giver (by client or our definition)

• Must not have a Churn score higher than .5

• Must not have received another call in the past 3 months

• Does not have a Dataro RG churn score of greater than 0.5
  
  

RG Reactivation Campaign

• No TM specific exclusions

• Must have a phone number

• Must have made at least 3 RG gifts in their lifetime

• Last RG payment must be more than 90 days ago

• Must not have received another call in the past 3 months
  
  

DM Appeal Campaign

• No DM specific exclusions

• Must have a valid address