Dataro Help Centre

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Dataro Help Centre

Playbooks

Playbooks

How to use Dataro in your fundraising programs

Best Practice and Playbooks

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

Appeals HQ

Appeals Playbook (Part 1): Introduction to Direct Mail Appeals with Dataro

Appeals Playbook (Park 2): Planning For Your Upcoming Direct Mail Appeal

Appeals Playbook (Part 3): Building a Simple Direct Mail Appeal Audience in Dataro

Appeals Playbook (Part 4): Advanced Direct Mail Audience Building in Dataro

Appeals Playbook (Part 5): Launching and Tracking your Direct Mail Campaign

How should I determine the ideal direct mail campaign size?

If Dataro’s Campaign Size Suggestion is far smaller than our typical mail file size, would this not be detrimental?

Running an experiment

We have complex segmentations for our campaigns, how can we use Dataro?

Should I still contact ‘unlikely’ donors?

Can I use the Mail Appeals predictions for newsletters?

Why are there mail appeal ranks for donors that don’t have a mail address?

How should I handle content variables / different packs in my direct mail appeal?

Can I use scores instead of ranks for a direct mail appeal?

How can I make my direct mail appeal an omnichannel campaign?

How can I increase gross revenue in my direct mail?

Should I use the direct mail appeal predictions for In Memory mailings?

Should I use Dataro’s mail appeal ranks in Emergency appeals?

I contacted a donor through multiple channels (e.g. mail & email) - where should I allocate the revenue?

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Recurring Giving HQ

Recurring Giving Upgrade Campaigns Playbook

Preventing Recurring Giving Churn Playbook

Recurring Giving Reactivation Campaigns Playbook

Converting One-time Donors to Recurring Givers Playbook

What is a recurring giving (RG) upgrade and why is it important?

How do I plan an effective recurring giving upgrade strategy?

What should be included in a recurring giving telemarketing script?

There aren’t enough donors with good RG upgrade scores, should I still run the campaign?

How can I make my RG churn campaign multichannel?

What kind of content is best for recurring donor retention

How should I store telemarketing campaign data in my CRM?

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Mid-Level Giving HQ

Mid-Level Giving Playbook

Major Giving HQ

Major Giving Playbook

Wealth Screening and Dataro

Legacy Giving HQ

Building and Managing a Gift-In-Will Campaign

Digital Marketing HQ

Automating donor journeys with Dataro