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Your homepage in four tabs

The four tabs on your homepage give you four ways to start a piece of fundraising work.

Your Dataro homepage has four tabs across the top, and each one is a different starting point for the work you came to do. You do not need to work through them in order, and any of the four is a reasonable place to begin.

Open app.dataro.io/v3 and the tabs are the first thing you see.

The four tabs, and when to use each
  • Act on Insights shows you what Dataro recommends working on today. Dataro surfaces the observations worth acting on, with the action already attached, so you can start work without deciding what to work on first.
  • Research Donors is for looking into individual donors rather than building a list you are about to mail. Use it when the unit of work is a person.
  • Playbooks is for when you already know which campaign you want to run. You pick the play, and Dataro assembles the audience and content around it.
  • Build an Audience is for when you already know exactly who you want and would rather go straight to the filters. It is the quickest route when you have a specific list in mind.
Frequently asked questions

Do I have to use the tabs in a particular order?

No. They are four independent entry points into the same platform, not four steps in a sequence. Pick the one that matches what you want to do.

What are Playbooks?

Playbooks are pre-made audiences based on our models, so starting a new campaign or program is always only 3 clicks away. You can edit the audiences, send directly to your CRM or export in your desired format.

Where do the audiences from an insight or a playbook end up?

In the Dataro Audiences tab on the Audiences page. Open Audiences from the sidebar and it is the third tab along. Anything Dataro built for you lands there, whether it came from an insight or a playbook.

Why do I sometimes see one insight and sometimes five?

The volume is tuned per organization, so smaller files with lighter data still get something meaningful each day rather than an empty page. One to five is the intended range, and the exact number on a given day depends on what the models found.

Can I get to my saved audiences from here?

Yes, though the homepage is for starting work rather than storing it. Your audience library lives on the Audiences page, reachable from the sidebar.