Small Changes, Big Results in DonorDock

By Matt Bitzegaio on March 25, 2020

As we find ourselves working differently, we don’t want to lose sight of working better or smarter. We at DonorDock are especially firm believers in taking consistent, simple action steps each day in order to drive big results.

That belief is the foundation of the change taking you directly to the Action Board when you log in to DonorDock.

(Don’t worry, you can still access the Dashboard, but we want you to see your daily nudges, tasks, and action items right away each day!)

If you need an Action Board refresher, we’ve got you covered with this video:

While you’re here, we want to introduce something new and exciting: The Daily 5.

The purpose of The Daily 5 is to keep you engaged with five of your donors each day in an effort to increase both donor engagement and retention. The Daily 5 will select five active donors from your My Donors list, and prompt you with nudges to engage with them.

Don’t worry – – whatever you finish today will be updated tomorrow, and you won’t ever have more than five daily items at a time. Also, once you engage with a donor, they won’t reappear in your Daily 5 for at least 30 days.

Take the time to engage personally with your five donors each day, sending personalized communication (email, text, phone call, etc.), thanking them, updating them, letting them know you’re thinking of them. This will drive your organization’s productivity and strengthen the loyalty and commitment of your supporters.

Action Board, The Daily 5, High Five! You’ve got this.