For each campaign that you build with Dataro's propensity scores, who should you include/exclude by default?
Every organisation has their 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
- Does not have a Dataro RG churn score of greater than 0.5
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