For each campaign you build with Dataro's propensity scores, who should you include / exclude by default? Every organisation has there own custom rules, but we often suggest these filters to setup base queries inside your CRM / make recommendations about campaigns:
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RG Churn (Retention) Campaign
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No TM specific exclusions
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Must have a phone number
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Must have at least 3 or more RG transactions total
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Must be an “Active” Regular Giver
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Must have given at least 1 RG gift in the past 3 months
- Must not have received another call in the past 3 months
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RG Upgrade Campaign
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No TM specific exclusions
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Must have a phone number
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Must be an “Active” Regular Giver (by client or our definition)
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Must not have a Churn score higher than .5
- Must not have received another call in the past 3 months
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RG Reactivation Campaign
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No TM specific exclusions
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Must have a phone number
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Must have made at least 3 RG gifts in their lifetime
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Last RG payment must be more than 90 days ago
- Must not have received another call in the past 3 months
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DM Appeal Campaign
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No DM specific exclusions
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Must have a valid address in Australia
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