Strategy consultation

• Strategy formulation with your consulting team.
• Discuss best practices for donor segments and journeys like Peer-to-Peer Donors, In-Memory Donors, Returning Donors, Brand new Donors, Previous donation patterns, review of previous campaigns, and more.
• Dive deep into language, channels, content, and Call To Action and Business Reply Card best practices.

Segmentation & Production

• Unlimited criteria setup.
• Creation and management of segmentations.
• Custom donation matrix.
• "Assigned Appeals" management.
• Data validation and export.
• Direct collaboration with Mail House for direct mail appeals.

Post Campaign

• Steps on what comes after the campaign:
• Setup of performance reporting in your CRM.
• Reflective post-mortem meeting to optimize future campaigns.