How should I store campaign data from rolling RG telemarketing programs?

Create a separate campaign in your CRM for each batch of calling (January Upgrade calling campaign, February Upgrade calling campaign, March etc.)

Batch donors up in quarterly calling intervals if monthly programs are not feasible

Always record the call outcome, at minimum Dataro will require the information below. However, your calling agency may have other outcomes that should be included.

• Completed call - upgrade confirmed

• Completed call - no upgrade

• Left Message

• Didn’t answer

• No Answer?

For donors who didn’t pick up the call, you should include in the next batch