For calls, you and and your call centre are best placed to decide messaging, but here’s what has worked for other organizations:
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Simple ‘thank you’ messages - make it clear you’re not asking for money
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NO financial ask
- Acknowledgement of contribution, tenure, etc
- Connection to cause + opportunity to give feedback
- Recent organizational wins and upcoming needs
You are calling your most at-risk donors, so be prepared for objection handling should you need to save the monthly gift.
Pro Tip: Use AI Assist Version 1.0 to create a Recurring Donor Retention (Thank You) Journey, which can produce content for a thank you phone call script, thank you SMS, and thank you email.
Other options:
- Automate digital journeys. Set up an email trigger when someone’s RG Churn score increases above 30%
- Dataro recommends a proactive calling campaign to maximise the impact for this program. The instructions below are targeted towards tracking the outcomes of the campaign so we can review and continue to refine.