High-Value Actions Analysis

To cultivate relationships and emotional connections with donors, we recommend high-value personal interactions such as phone calls and face-to-face meetings.

Phone calls enable quick, personal interactions at a low cost, and they can help lead to additional channels of communication such as direct mail or face-to-face meetings. As most anyone — from fundraiser to volunteers — can complete phone calls, these interactions can scale to cover a large number of donors.

Face-to-face meetings may require more time and resources than other interactions, but they often result in larger gifts and increased giving. Before you meet with a donor, establish the intent and goal of the meeting — such as a major gift opportunity — and plan talking points to help drive the conversation, such as their philanthropic interests and ideal gift amount. Prepare for the donor to say "No," and be willing to offer longer-term future giving options such as pledges.

To ensure fundraiser engage your constituents with highly-valued interactions, you can easily track phone calls and meetings in Fundraising, Analyze or Reporting

To analyze your fundraiser personal interactions with constituents over time, select Actions or Overview. Under High value actions, you can compare the use of phone calls and face-to-face meetings over time, based on the filters.

Note: If you deselect both Phone Call and Meeting in the Action category filter under Actions, the High value actions metric has no analysis. For more information, see Actions Analysis Filters.

Tip: To view a list of actions included in the number-crunching, select the total or metric. For further analysis, select Create list to open the list in Lists, where you can apply additional filters, choose columns, and save for future reuse. For more information, see Lists.

For information about how to manage your tasks and interactions, see Actions.