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Getting Started With Opportunity Alerts

Identifying donors who are likely to lapse in their donations is very important in your retention efforts. Being able to recognize donors who are coming up on a 1 year giving anniversary is key.

Opportunity Alerts a feature of GivingDNA that quickly segments based on critical donor demographics. These segments represent important groups that typically have a strategic communication plan built around them.

  • Upgrade – Donors who are great prospects to make an upgrade ask
  • Monthly Donors – Donors who are great prospects to ask to become a sustainer 
  • High Risk of Lapsing – Donors who last made a gift 11 months ago and are about to lapse. As it becomes increasingly hard to reactivate donors the longer they lapse, you want to avoid it by paying attention to those about to lapse and keeping them engaged and giving 
  • Lapsed – Your most recent lapsed donors, who could be the easiest to recapture since it’s only been a few months since they have lapsed 

All Opportunity Alerts and Saved Segments are able to be exported in a csv file. All include the donors contact info and additional data produced in GivingDNA (RFM and Capacity scores).