Getting to the Next Level via Improved Data Integrity

Getting to the Next Level viaImproved Data IntegrityScott VanDeusen,Director of Annual Campaigns, American University

Outline• Introductions (who is this guy and why is he here)• Data Integrity• Data Retrieval• Customer Service• Reports (the stuff you can use back in the office)• Wrap up and Questions

Introductions• Scott• My goals today•Surveys–Systems–Updates– Appends

Data Integrity• Maintenance– Home vs Work address• NCOA– Phone numbers• Importance of– Tracking• Zip and Area codes• Appends

• Maintenance contd..– Emails• Appends– Updates– Acquisition of

Data Retrieval• Who is responsible for your data?– Who pulls data• Why that matters to you• And the phone program…– Completing the loop• Report creation– Self sufficiency– Segmentation• What segments do we use?

Customer Service• Who are your customers?• Internal vs External• What actions can we take to treat internalrelationships in the same fashion asexternal relationships?• What will this do for me?

Reports• Participation Growth Chart• Donor Loyalty– Retention– Segmentation• A quick focus report– Acquisition– Retention

Reports Continued• Phonathon– Retention– Fulfillment– Acquisition• Test, test, test

Wrap up and Questions• Simple is better• Questions?