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Conferences Donor Participation Project

Marketing Automation Study Group (June/July 2021)

This session has passed. DPP members can access a video recording, slides, and other materials shared by the presenter. We also hold a small group discussion the week after every presentation for further discussion and networking! Make sure to sign up here to get access.

Sponsored by ThankView

June 23 (12:00 pm EDT) – INFO session – Marketing Automation Study Group

​What is marketing automation? How can it help you provide a better donor experience and save time with reporting/analysis? Join this DPP Breakout session for a brief introduction to marketing automation strategies and software tools.

June 30 (12:00 pm EDT) – Automate Your Donor Experience Workflows with ThankView

​Join JD Beebe, CEO of ThankView, and his team to build integrations that will take your donor experience to another level. Trigger a video message after getting a phonathon call? Add donors who watch a video message to a personalized outreach list? No problem! We’ll learn together how to build these workflows and others using Zapier and the ThankView API. (Free trial of ThankView included for DPP participants who schedule a training session.)

July 14 (12:00 pm EDT) – Automated Solicitation and Upgrade Strategies with Nic Prenger

​Learn how to use MS Power Automate to integrate with your CRM and customize donor stewardship messaging, We will work through examples of building personalized chaser messages and upgrade invites to one-time donors over to monthly/recurring.

July 21 (12:00 pm EDT) – Final Project Presentation

​Each participant will build their own workflow and share it with the group! We’ll then ruthlessly criticize each other’s work (just joking!) and celebrate our progress.

About: The Donor Participation Project (DPP) convenes fundraising professionals who are concerned about the nationwide decline in donor participation (20 million US households lost between 2000-2016). 

We believe this can be solved by changing our fundraising practices and want to learn from peers who are moving the participation needle.

Discuss this Topic and Learn Marketing Automation with this DPP Study Group

  • All sessions will take place over Zoom. Register to get the link.
  • All sessions will be recorded and accessible post-event for DPP members only.

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