Segmentation metrics & analytics for growth.
Do you ever wonder if you’re truly getting the most out of your data? This fun (yes, data can be fun!) and interactive masterclass will help you maximise your organisation’s fundraising potential by learning how to harness the power of your data and inspire increased investment more in your greatest asset.
By the end of the masterclass, you’ll be equipped with practical tools and real-life examples you can apply immediately to improve the way you use data, help your organisation understand why they should invest more in your data, understand and communicate with your supporters better, and boost your fundraising results.
If you’re looking to make smarter, data-driven decisions that lead to better investment in your fundraising programmes, stronger donor relationships, more successful campaigns, and more sustainable fundraising, this session is for you! Together, we will explore what’s needed for successful and impactful use of data, analytics, and insights. Across the masterclass, you will be guided to self-assess where you and your organisation are at, identifying opportunities, needs, and next steps.
The masterclass will begin with an exploration into why we collect which kinds and data and how to manage and store it. You’ll learn how high performing programmes organise and manage fundraising data, identify key segments, use behaviours and captured data to target and personalise, and apply these insights to create more effective journeys, experiences, and campaigns.
Once you understand and have organised your data, what comes next is to investigate the critical measures and basic analytics you need to assess your fundraising portfolio, understand your supporters, and know what questions you should be asking of your data to build effective journeys and campaigns. You’ll be supported to get a clearer picture of your donors and their behaviours, learn how this will help your fundraising, and explore examples of different approaches to analyse and report on performance so you can make informed and confident decisions.
Real-world case studies will bring theory to life. You’ll discover how one organisation uses data to build its fundraising investment strategy, motivate its board to invest, and report on what matters to keep stakeholders inspired, engaged, and understanding. And you’ll learn how another organisation has built great data, analytics, and insights over time, driving continual data-informed improvements in their individual giving programme. The result will be an understanding of how you can use data to educate your colleagues and leadership to better support fundraising.
Join us to learn the what, why, and how of metrics that matter; get to grips with reporting that reveals the health of your programme; find out what’s needed to build a investable business case; and understand the need for – and power of – actionable insights.
You’ll leave equipped you with the tools and confidence to lead or contribute to your organisation’s data-driven fundraising approach and take away resources including a guide on top metrics for fundraising, a navigating segmentation discovery tool you can use with your team, and a data quality quick wins tool.
Learning outcomes
- Evolve from being a fundraiser who understands the basics of data to one who is in pursuit of fully harnessing its potential
- Find out how your data can change the way your organisation fundraises from, understands, and respects your supporters
- Understand the power of good data, segmentation, and personalisation to identify where your organisation is at and what your next steps are