5 Reasons To Import Fundraising Event Data Into Salesforce

0
653
Put your rating for this post for encouraging the author

A fundraising event for a nonprofit can be an excellent opportunity to identify leads and gain new supporters. Events also enable stakeholders to update contact and affiliation information for current donors in nonprofit database managementsoftware. Find out more about five reasons why it is worthwhile to import fundraising event data into Salesforce donor tracking software

How To Import Your Fundraising Event Data Into Salesforce

After a fundraiser, a not-for-profit organization may end up with lists of supporter names and donation amounts. An integration platform and constituent relationship management program that support automated batch entry allow an organization to benefit from nonprofit data collection without the hassle of manually reviewing and entering supporter and donation data. Features such as deduplication and a data health suite ensure that data is properly stored to be of more use when preparing for upcoming fundraising events or campaigns.

Gain Better Insights For Future Fundraisers

Keeping complete and accurate records of the attendees at a fundraising event and donation amounts can enable an organization to plan ahead for events and fundraising campaigns. Records of past donations may give fundraisers a clearer idea of the frequency with which to ask supporters for contributions as well as suggested ask amounts.

Pursue New Leads and Networks

The relationships or affiliations between constituents have the potential to situate current supporters within larger networks of potential donors. Paying attention to the connections between constituents can also pay off. For instance, a group of supporters might work for a company that matches charitable donations. Fundraisers should make a point of indicating connections in contact profiles.

Keep Records of Constituent Interests

If a fundraiser for a particular campaign or cause attracts supporters, keeping detailed records makes it possible to note their areas of interest. The engagement tools available in the Salesforce Nonprofit Success Pack also make it possible to identify topics a particular supporter may be less interested in and identify opportunities to provide more information or target particular initiatives. 

Schedule Event Follow-Ups

Following up on a fundraising event after several weeks or months can also have positive outcomes. Supporters who have made donations may appreciate being acknowledged, particularly if an organization emphasizes ongoing work or measures that have received funding. Supporters who have not donated yet can also be prompted to give.

Make Segmented Appeals to Event Attendees

From following up after an event to reaching out about related campaigns or future occasions, the ability to segment constituents based on event attendance has the potential to make outreach more personalized. Acknowledging the fact that constituents have come out to support an organization in the past and encouraging them to continue to do so in the future is easier when an organization is sure who attended an event.

The supporters and potential leads who attend events scheduled by not-for-profit organizations are more likely to make donations or volunteer. Information provided to purchase tickets or at an event in a sign-up, raffle or guest book can have significant returns over time after being accurately entered and securely stored in nonprofit database management software.

LEAVE A REPLY

Please enter your comment!
Please enter your name here