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Playbooks
Introduction to Dataro
Overview
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Building Audiences
Using Audiences
Reporting
Campaign Insights
Fundraising Insights
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Reporting FAQ
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What models are available?
Model Features & FAQ
Model Performance
Revenue Forecast (BETA)
Playbooks
Appeals HQ
Recurring Giving HQ
Mid-Level Giving HQ
Major Giving HQ
Legacy Giving HQ
Digital Marketing HQ
Connections & Data
Data Hub
Data FAQ
Salesforce
Blackbaud Raiser's Edge NXT
Blackbaud CRM
Blackbaud RE7
Microsoft Dynamics
Donorfy
ThankQ CRM
Dataro Agent
Data Upload
Other integrations
Content Creation
AI Assist
Accounts and Settings
Security & Privacy
ProspectAI
Back to home
Dataro Help Centre
Playbooks
Introduction to Dataro
Overview
Onboarding
Audience Building
Individual Donor View
Building Audiences
Using Audiences
Reporting
Campaign Insights
Fundraising Insights
Reports & Dashboards
Reporting FAQ
Predictions
What models are available?
Model Features & FAQ
Model Performance
Revenue Forecast (BETA)
Playbooks
Appeals HQ
Recurring Giving HQ
Mid-Level Giving HQ
Major Giving HQ
Legacy Giving HQ
Digital Marketing HQ
Connections & Data
Data Hub
Data FAQ
Salesforce
Blackbaud Raiser's Edge NXT
Blackbaud CRM
Blackbaud RE7
Microsoft Dynamics
Donorfy
ThankQ CRM
Dataro Agent
Data Upload
Other integrations
Content Creation
AI Assist
Accounts and Settings
Security & Privacy
ProspectAI
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
Legacy Giving HQ
Building and Managing a Gift-In-Will Campaign
Digital Marketing HQ
Automating donor journeys with Dataro
