Smart Segments Provide Ready to Action Leads to Development Staff
A hunger relief organization used boodleAI's descriptive and predictive analytics to deliver instant donor profiles and smart segments of ready to action prospect lists for its development officers.
A hunger relief organization wanted to increase the number of recurring donors and portfolio donors while also identifying "hidden gems" and "nextgen donors" for engagement. With 100,000+ past/current donors and prospects, the development staff had a significant challenge identifying which individuals should be prioritized for outreach.
Use of Guidon by boodleAI
Using boodleAI's platform and its database of prior and current donors, the nonprofit created custom guidons that predicted recurring donors and portfolio donors, then used these guidons to score the current and prospective donors. The nonprofit also applied instant guidons that predicted generation and giving capacity over the next five years.
Using the scores generated by the custom and instant guidons, the nonprofit then filtered, segmented, and sorted the 100,000+ past/current donors and prospects into "smart segments" of predicted recurring donors, portfolio donors, hidden gems, and nextgen donors that were ready to actioned by development staff. In addition, the nonprofit used the Personas automatically generated for each segment to gain insights useful for strategic planning for donor acquisition and engagement.
- Descriptive Analytics (Personas)
- Predictive Analytics (Custom Guidons, Instant Guidons)
- Ability to create ideal donor profiles
- Ability to quickly focus development staff on specific potential donor segments
- Ability to increase fundraising from specific potential donor segments
- Significant time and resource savings
- Purchase of Guidon Annual License
- Compilation of donor records
- 10 minutes to upload data to Guidon
- 30 minutes to create Custom Guidons
- 10 minutes to review Personas
- 20 minutes to apply and review Instant and Custom Guidons
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