What kind of content is best for recurring donor retention

For calls, you and and your call centre are best placed to decide messaging, but here’s what has worked for other organizations:

• Simple ‘thank you’ messages - make it clear you’re not asking for money

• NO financial ask

• Acknowledgement of contribution, tenure, etc
• Connection to cause + opportunity to give feedback
• Recent organizational wins and upcoming needs

You are calling your most at-risk donors, so be prepared for objection handling should you need to save the monthly gift.

Pro Tip: Use AI Assist Version 1.0 to create a Recurring Donor Retention (Thank You) Journey, which can produce content for a thank you phone call script, thank you SMS, and thank you email.

Other options:

• Automate digital journeys. Set up an email trigger when someone’s RG Churn score increases above 30%
• Dataro recommends a proactive calling campaign to maximise the impact for this program. The instructions below are targeted towards tracking the outcomes of the campaign so we can review and continue to refine.