Improving the Welcome Process for Regular Givers Michael Ward Database Marketing Coordinator ThankQ Tech Forum 13 February 2013

Northcott: supporting > 11,000 people Limited Regular Giving Program pre-2012 Current target of 45 new RGs per week Three Regular Giving Products –Customised communications –Based on Source Code THE ORGANISATION

The Problem How things used to be

Three separate Mailings Manual Customisation Monotonous and prone to error Time consuming: 5 mins per donor = 4 hours for 50 donors THE PROBLEM

Specific Customisation –Text & picture based on selected program –Description of the Program –Value of Monthly Donations –Date of Donations –Payment Type THE PROBLEM

The Solution Where do we go from here?

Pledge Acknowledgement Feature Combined use of text rules and merge fields Set up a Master Template THE SOLUTION

The Setup Preparing our ThankQ System

Step 1: Text rules THE SETUP

Step 2: Merge fields THE SETUP

Step 3: IF Statements in MS Word THE SETUP

Step 4: Create Master Template THE SETUP

The Process How we do things now

1.Create Pledges 2.Create a new mailing THE PROCESS

1.Create Pledges 2.Create a new mailing & Load Pledge Acknowledgements THE PROCESS

1.Create Pledges 2.Create a new mailing & Load Pledge Acknowledgements 3.Apply Text Rules THE PROCESS

1.Create Pledges 2.Create a new mailing & Load Pledge Acknowledgements 3.Apply Text Rules 4.Merge to Master Template THE PROCESS

1.Create Pledges 2.Create a new mailing & Load Pledge Acknowledgements 3.Apply Text Rules 4.Merge to Master Template 5.View and Print ! THE PROCESS

1.Create Pledges 2.Create a new mailing & Load Pledge Acknowledgements 3.Apply Text Rules 4.Merge to Master Template 5.View and Print THE PROCESS

So what does this mean? The impact on daily workflow

1.Simplified, automated process 2.No chance of error 3.Time and cost saving 4.Approx. 20 times more efficient WHAT DOES THIS MEAN?

Thanks for watching.