1. Improving the Welcome Process for Regular Givers Michael Ward Database Marketing Coordinator ThankQ Tech Forum 13 February 2013

2. Northcott: supporting > 11,000 people Limited Regular Giving Program pre-2012 Current target of 45 new RGs per week Three Regular Giving Products –Customised communications –Based on Source Code THE ORGANISATION

3. The Problem How things used to be

4. Three separate Mailings Manual Customisation Monotonous and prone to error Time consuming: 5 mins per donor = 4 hours for 50 donors THE PROBLEM

5. Specific Customisation –Text & picture based on selected program –Description of the Program –Value of Monthly Donations –Date of Donations –Payment Type THE PROBLEM

6. The Solution Where do we go from here?

7. Pledge Acknowledgement Feature Combined use of text rules and merge fields Set up a Master Template THE SOLUTION

8. The Setup Preparing our ThankQ System

9. Step 1: Text rules THE SETUP

10. Step 2: Merge fields THE SETUP

11. Step 3: IF Statements in MS Word THE SETUP

12. Step 4: Create Master Template THE SETUP

13. The Process How we do things now

14. 1.Create Pledges 2.Create a new mailing THE PROCESS

15. 1.Create Pledges 2.Create a new mailing & Load Pledge Acknowledgements THE PROCESS

16. 1.Create Pledges 2.Create a new mailing & Load Pledge Acknowledgements 3.Apply Text Rules THE PROCESS

17. 1.Create Pledges 2.Create a new mailing & Load Pledge Acknowledgements 3.Apply Text Rules 4.Merge to Master Template THE PROCESS

18. 1.Create Pledges 2.Create a new mailing & Load Pledge Acknowledgements 3.Apply Text Rules 4.Merge to Master Template 5.View and Print ! THE PROCESS

19. 1.Create Pledges 2.Create a new mailing & Load Pledge Acknowledgements 3.Apply Text Rules 4.Merge to Master Template 5.View and Print THE PROCESS

20. So what does this mean? The impact on daily workflow

21. 1.Simplified, automated process 2.No chance of error 3.Time and cost saving 4.Approx. 20 times more efficient WHAT DOES THIS MEAN?

22. Thanks for watching. michael.ward@northcott.com.au