Automation and personalisation of Not-for-Profit supporter communications
On Demand Webinar | Coming Soon
Pythagoras is launching a new series of webinars showing how automation can reduce pressure on charities to deliver services; increase their reach to supporters, and facilitate making donations and updating contact details with online self-service portals.
In this 45 minute webinar, we’ll show how tools in the Microsoft product suite can take a supporter on a fully automated journey from first contact with an example charity, to receiving their own personal portal and making donations.
Ashwood Trust’s Supporter Journey
At an event, an Ashwood Trust representative uses a purpose-built mobile app to capture the details and consent to be contacted of a new supporter.
This triggers an email communication to the supporter with log in details to their own portal account with Ashwood Trust.
Once logged in, the supporter completes their details, preferences, and a Gift Aid declaration.
The supporter can now use their portal to make a one-off donation or set up a direct debit gift.
The supporter will receive periodic emails to thank them and highlight success stories of the charity, driven by their preferences in the portal.
All communication with the supporter is tracked in Dynamics 365 against their single supporter record.