How to Run a Major Crowdfunding Campaign

4.2

Data

Goals

  • Ensure that the correct data is collected throughout the campaign.
  • Ensure that the data is validated, and its integrity maintained.
  • Ensure that data is imported into a CRM or tracking tool during and/or post campaign in such a way that it can inform the current campaign and add value to future campaigns.

Key Questions

  • What tools can be used to store and manage the data to ensure high availability and useful insights?
  • What data needs collecting, and what would be nice to have if possible?

Recommendations

Salesforce CRM or Raiser’s Edge can be used for data storage and availability. We advise that you get a list of essential donor information and a list of desired donor information signed off by the project team prior to campaign launch.

Here is an initial suggestion for the data to include:

Required:

  • email address
  • donation amount and currency
  • source of gift (e.g. crowdfunding)

Desired:

  • full name
  • full address
  • telephone number
  • tax efficient giving status
  • reason for giving

Next Steps

  • Sign off on the CRM.
  • Sign off on data schemas.
  • Use your data schema to inform your platform choice.

Request a free major campaign consultation with me.

Hi Jonathan,

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