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

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:

• 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

• 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 in Australia