Storing data in Donorfy

How to store campaign data for Dataro's integration (Donorfy)

In order to take advantage of all the features in Dataro we recommend storing your Donorfy campaign data in the following way.

Important notes on Donorfy campaigns structure

Donorfy’s unique campaign structure does not include the concept of campaign hierarchy, as is seen in many other CRMs. Because of this, Dataro treats all communications and gifts linked to a campaign in the same way. For example, if in one campaign some donors are sent mail and others are sent email, Dataro must choose one or the other channel to associate with the entire campaign. This structure can lead to lower quality predictions (as gifts are not categorised properly) and difficulties with campaign reporting. To ensure accurate analysis of multichannel and multi-phase campaigns, we recommend the following structure for setting up campaigns within Donorfy:

Effectively tracking multichannel and multi-phase campaigns

For a campaign in which some donors are sent mail while others receive a phone call or email, or where multiple waves of communication will be conducted, we recommend creating separate campaigns for each marketing effort. For example, for an appeal that will include two waves of outreach through both mail and email channels, we recommend setting up four individual campaigns in Donorfy. For example

• Campaign 1: Appeal wave 1, direct mail audience
• Campaign 2: Appeal wave 1, email audience
• Campaign 3: Appeal wave 2, direct mail audience
• Campaign 4: Appeal wave 2, email audience

This structure allows Dataro to categorize each sub-campaign and the associated gifts and communications correctly. 

Campaign reporting in Dataro

To report on aggregate campaign performance, the Campaign Insights tool makes it easy to select multiple campaigns for combined reporting. Select all of the campaigns associated with your appeal to report on overall performance or compare channel results.