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Conferences Donor Participation Project

Marketing Automation Study Group (June/July 2021)

Sponsored by ThankView

June 23 (12:00 pm EDT) – INFO session – Marketing Automation Study Group

​What is marketing automation? How can it help you provide a better donor experience and save time with reporting/analysis? Join this DPP Breakout session for a brief introduction to marketing automation strategies and software tools.

June 30 (12:00 pm EDT) – Automate Your Donor Experience Workflows with ThankView

​Join JD Beebe, CEO of ThankView, and his team to build integrations that will take your donor experience to another level. Trigger a video message after getting a phonathon call? Add donors who watch a video message to a personalized outreach list? No problem! We’ll learn together how to build these workflows and others using Zapier and the ThankView API. (Free trial of ThankView included for DPP participants who schedule a training session.)

July 14 (12:00 pm EDT) – Automated Solicitation and Upgrade Strategies with Nic Prenger

​Learn how to use MS Power Automate to integrate with your CRM and customize donor stewardship messaging, We will work through examples of building personalized chaser messages and upgrade invites to one-time donors over to monthly/recurring.

July 21 (12:00 pm EDT) – Final Project Presentation

​Each participant will build their own workflow and share it with the group! We’ll then ruthlessly criticize each other’s work (just joking!) and celebrate our progress.

About: The Donor Participation Project (DPP) convenes fundraising professionals who are concerned about the nationwide decline in donor participation (20 million US households lost between 2000-2016). 

We believe this can be solved by changing our fundraising practices and want to learn from peers who are moving the participation needle.

Discuss this Topic and Learn Marketing Automation with this DPP Study Group

  • All sessions will take place over Zoom. Register to get the link.
  • All sessions will be recorded and accessible post-event for DPP members only.

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We will only use your email for information about the Donor Participation Project and will never share your information with anyone else. Consult our information-sharing practices.

Categories
Donor Participation Project

Donor Experience Mapping with Emily Taylor, teenyBIG (4/14/21)

This session has passed. DPP members can access a video recording, slides, and other materials shared by the presenter. We also hold a small group discussion the week after every presentation for further discussion and networking! Make sure to sign up here to get access.

In this Donor Participation Project session, we’re honored to welcome Emily Taylor, Principal at teenyBIG, for a Workshop on Donor Experience Mapping.

Emily will be providing a brief overview on experience maps and how to use them, followed by the joint development of a donor experience map based on the group’s knowledge. 

Emily’s approach in this area is based on her background working in nonprofit management and industrial design. In the private and nonprofit sectors, she has helped design user-focused campaigns on everything from bicycle safety and light-rail advocacy to community chambers. She has a bachelor’s degree in industrial design from the University of Illinois at Urbana-Champaign. Emily serves on the board of the Association of Consultants to Nonprofits, where she helps lead the organization’s outreach to Chicago-area organizations. She is also active in the Chicago neighborhood where she lives with her family, including serving as a parent representative working with Chicago Public Schools.

The Donor Participation Project (DPP) convenes fundraising professionals who are concerned about the nationwide decline in donor participation (20 million US households lost between 2000-2016). 

We believe this can be solved by changing our fundraising practices and want to learn from peers who are moving the participation needle.

Discuss this Topic and Learn with Emily Taylor During our April 14 Lunch Analysis

  • This event will take place over Zoom.
  • The session will be recorded and accessible post-event for DPP members only.

Sign Up

Enter your email now to join any of our learning & discussion sessions or access past materials:

Register for Event

We will only use your email for information about the Donor Participation Project and will never share your information with anyone else. Consult our information-sharing practices.