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Donor Journeys using CiviCRM

Speaker(s): 
Martin Aarflot (MAF Norway)
Steinar Sødal (MAF Norway)

Donor Journeys are pre made communications tracks used to keep new and existing donors and minimizing attrition. Since it’s ten times more efficient to keep an existing donor than recruiting one new, it’s worth to invest in actions that keep your donors continue their support. Donor Journeys in CiviCRM can be managed both manual and automatic, using different combinations of groups. IF - THEN. Automation is the solution to do this as efficiently as possible. Almost all computer automation can be built on a simple IF - THEN. This is what we have built; an extension called Trigger-Action. F.ex.: "If the donor has donated by paypal, then automatically tick off preferred communication method to e-mail." Or; "If the donor has reached £10.000 in total donations, then it automatically should be created a scheduled phone activity from the CEO". The possibilities are endless, we will demonstrate some of them in this session.

Session Date and Time: 
Thursday, September 25, 2014 -
15:45 to 17:00
Role: 
User
Room: 
Main Hall