Otto continuously monitors your donor database for engagement opportunities. When it detects something worth acting on — a donor birthday approaching, a recurring giver who stopped, a major donor who has not been thanked recently — it creates a Smart Nudge that appears in your ActionBoard. Each nudge includes context and a suggested action.
Otto generates nudges for birthdays, giving anniversaries, lapsed donor re-engagement, first-gift follow-ups, major gift milestones, pledge payment reminders, and more. The nudges adapt to your organization's data, so the suggestions are always relevant and timely.
Each morning, Otto selects the five most impactful actions for your day and highlights them in your ActionBoard. This curated list ensures you are always focused on the highest-value donor interactions, even when your to-do list feels overwhelming.
The nonprofit organizations that retain donors are the ones that make personal, timely connections. Smart Nudges make relationship-building systematic instead of accidental. Every team member gets personalized, data-driven prompts that strengthen donor loyalty over time.
How does Otto know what to suggest?
Otto analyzes giving patterns, engagement history, contact details (like birthdays), stewardship timelines, and team activity to surface the most relevant actions. It learns from your organization's data.
Can I turn off certain types of nudges?
Yes. Customize which nudge categories appear in your ActionBoard. You can prioritize the types that matter most to your role and organization.
Is Otto the same as Smart Nudges?
Otto is DonorDock's AI assistant. Smart Nudges are one of Otto's features — the proactive, data-driven reminders that appear in your ActionBoard. Otto also powers Smart Text (AI writing), AI images, and other intelligent features.
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