Marketing Automation Tips for Better Fundraising

Nonprofits interested in using The Responsive Framework to improve fundraising and donor relationships can start right away. There are no prerequisites for responding to your donors’ signals in a meaningful way. However, to do it at scale with hundreds of thousands of individuals, it’s best to use a nonprofit marketing automation platform. 

More than software to help make you more efficient, marketing automation makes the experience of your nonprofit better for everyone. Donors feel more connected to your cause, employees feel less burnout and more effective. Most importantly, your beneficiaries are served in better ways. 

See just how powerful nonprofit marketing automation can be for your responsive fundraising strategies. Read our list of the top 4 benefits most organizations see right away. 

Create Personalized Engagements

According to Epsilon, 80% of customers are more likely to make a purchase when they are offered a personalized experience from a company or brand. Your donors are those “customers,” and they want a personalized experience from your nonprofit. Marketing automation makes that possible. 

Think about the last communication you sent to donors. How many personalized elements did you add to improve their experience? Hopefully, you included their first name or their giving amount, but there is so much more you can do. 

Marketing automation allows you to track your donors behavior in order to create a unique experience each donor. First, identify significant events, conversions, milestones or engagements in your nonprofit CRM. Then, add tracking pixels on all relevant web pages. Last, set up a workflow that triggers the next best action for donors who have triggered the tracking pixels. 

By automating the entire process, including offline engagements like donor calls and hand-written notes, you put the donor in charge of their experience. They don’t have to wait for your schedule to clear to get the information they want. Your system does all of that for you. The donor experience is improved tremendously, resulting in more generosity and the ability to do more good in the world. 

Automation Makes Digital Marketing More Efficient

The value of digital marketing for nonprofits is how quickly it provides feedback from your donors. With an A/B test of your social media ads, for example, you can learn which messaging inspires more giving from donors in a single day. You can take those insights and apply them everywhere else. 

Marketing automation can add exponential power to your digital marketing efforts without requiring additional hours for your team. Here’s what we mean: 

Let’s say that you’re running an ad on Facebook to your existing donors, asking them to sign up to be part of your peer-to-peer fundraising campaign for December. Interested individuals submit their information through a landing page and wait for instructions. When it comes to activating advocates for your cause, you know that the longer you wait to engage with them, the less likely they are to take action. 

Without marketing automation, your team would need to pull the names of donors every hour, research information about the people on that list to understand their level of familiarity with P2P fundraising, write a personalized email, and keep an eye on their inbox for a response. 

Not only is that process time-consuming, but it also leaves you vulnerable to mistakes and missed opportunities. The other option is to automate that process so that donors get information when they’re most interested. Additionally, you can be sure that all relevant donor data is considered before any digital marketing is sent. Your system will make sure of it. 

Help Marketing Across All Channels

Nonprofit marketing automation is not just a tactic for digital marketing. Nonprofits rely on direct mail to meet their fundraising goal, and it’s important to continue to leverage it. However, direct marketing that sends the same information to everyone, whether they are a monthly donor or haven’t given their first gift yet, is not the answer. 

Instead, use marketing automation and donor tags to segment your donor base into groups. Each segment will get more relevant, personalized direct mail pieces. Make a workflow that sends information to donors through all channels. Send part of the story via email, send more through direct mail, tell some of it over the phone, and put the most important piece on your giving pages to inspire generosity. 

The omnichannel approach is essential for creating an experience that grabs the attention of the modern donor. They need to hear relevant, meaningful messaging across all their communication channels in order to feel a connection. Marketing automation not only makes that possible, but it does so efficiently so that your team doesn’t feel the effects of burnout while raising more money for your organization. 

Fundraisers Use Automation to Inspire More Giving

The benefits of marketing automation for nonprofits don’t stop at donor relationships. It also gives fundraisers the most comprehensive information about each individual donor’s journey so that they can make better generosity suggestions when the time is right. 

Traditionally, communications, fundraising, and programs teams work in silos, separating important donor behavior from the fundraising effort. There wouldn’t be transparency around who each contact is and what they’ve experienced from your organization. Responsive nonprofits are breaking down those silos and creating an open line of communication. 

Marketing automation workflows make this possible. Inside each contact record is a list of all touchpoints, the level of engagement in each, plus notes for each individual if they’ve talked to someone on your team. Armed with more information, your fundraisers know exactly how to inspire generosity from your donors. 

Get More from Your Nonprofit Marketing Software

If you want to learn how simple it is to implement marketing automation into your team, let’s talk. We can give you all the information you need to understand how it works and why your nonprofit marketing team needs it.

What you should do now

Below are three ways we can help you begin your journey to building more personalized fundraising with responsive technology.

See the Virtuous platform in action.  Schedule a call with our team for personalized answers and expert advice on transforming your nonprofit with donor management software.

Download our free Responsive Maturity Model and learn the 5 steps to more personalized donor experiences.

If you know another nonprofit pro who’d enjoy reading this page, share it with them via Email, Linkedin, Twitter, or Facebook.

The Responsive Maturity Model
5 Steps to More Personalized Donor Experiences
Get Responsive Fundraising Tips
Get updates delivered directly to your inbox.
Actionable tips and insights for personalizing donor engagement with responsive fundraising.
The Responsive Nonprofit: Practices that Drive Nonprofit Innovation

The Responsive Nonprofit: Practices that Drive Nonprofit Innovation

At The Responsive Nonprofit Summit, Virtuous CEO Gabe Cooper presented some key takeaways from his new book, The Responsive Nonprofit. The presentation highlighted the importance of innovation for nonprofits to…
Future Trends in AI Fundraising: What Nonprofits Need to Know

Future Trends in AI Fundraising: What Nonprofits Need to Know

Explore AI fundraising to boost donor engagement and campaign efficiency for your nonprofit. Learn innovative strategies for successful fundraising.
A Beginner's Guide To Nonprofit Grant Management

A Beginner's Guide To Nonprofit Grant Management

This guide simplifies grant management for nonprofits, covering how to identify, apply for, and manage grants to secure essential funding.

Grow generosity with Virtuous.

Virtuous is the responsive fundraising software platform proven to help nonprofit organizations increase generosity by serving all donors personally, no matter their gift size.

“Virtuous truly understands nonprofits and the importance of our mission. And their open access to data and built-in custom reports gave us access to the data we need.”
Todd Shinabarger
Chief Information Officer