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Improving the Welcome Process for Regular Givers Michael Ward Database Marketing Coordinator

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

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Improving the Welcome Process for Regular Givers Michael Ward Database Marketing Coordinator

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

  2. 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

  3. The Problem How things used to be

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

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

  6. The Solution Where do we go from here?

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

  8. The Setup Preparing our ThankQ System

  9. Step 1: Text rules THE SETUP

  10. Step 2: Merge fields THE SETUP

  11. Step 3: IF Statements in MS Word THE SETUP

  12. Step 4: Create Master Template THE SETUP

  13. The Process How we do things now

  14. Create Pledges Create a new mailing THE PROCESS

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

  16. Create Pledges Create a new mailing & Load Pledge Acknowledgements Apply Text Rules THE PROCESS

  17. Create Pledges Create a new mailing & Load Pledge Acknowledgements Apply Text Rules Merge to Master Template THE PROCESS

  18. Create Pledges Create a new mailing & Load Pledge Acknowledgements Apply Text Rules Merge to Master Template View and Print THE PROCESS !

  19. Create Pledges Create a new mailing & Load Pledge Acknowledgements Apply Text Rules Merge to Master Template View and Print THE PROCESS 

  20. So what does this mean? The impact on daily workflow

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

  22. Thanks for watching. michael.ward@northcott.com.au

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