Data Strategies for a Successful Campaign

Track: Campaigns

Session Number: 2100
Date: Fri, Aug 2nd, 2019
Time: 2:45 PM - 3:45 PM
Room: Grand Saguaro South

Description:

Let’s face it, campaigns are complex. Campaigns involve a number of stakeholders with varying data needs. From start to finish, campaigns require a lot of thought and planning as well as information sharing to ensure the greatest success. This session will discuss three essential campaign data strategies: gift tables, wealth screening, and self-service reporting. These strategies will give key stakeholders the ability to access the information they need, when they need it, while also freeing up time for prospect development to focus on the things that matter. While the information presented is applicable to multiple organizations, key considerations will be shared for those in a healthcare environment.
Session Type: Breakout Session (60min)

Primary Competency: CA:Competency 4: Campaign Identification and Pipeline
Secondary Competency: CA:Competency 3: Goal Management
Tertiary Competency: CA:Competency 6: Campaign Analytics, Reporting and Data Management
Intended Audience Level: Level I
Recommended Prerequisites: none
Learning Objective #1: Attendees will learn multiple data strategies for gift tables, wealth screening, and self-service reporting to ensure a successful campaign.
Learning Objective #2: Attendees will learn how best to maximize the uniqueness of their organizations for campaign success.
Shop Size: All Shop Sizes
Session Type: Breakout Session (60min)

Primary Competency: CA:Competency 4: Campaign Identification and Pipeline
Secondary Competency: CA:Competency 3: Goal Management
Tertiary Competency: CA:Competency 6: Campaign Analytics, Reporting and Data Management
Intended Audience Level: Level I
Recommended Prerequisites: none
Learning Objective #1: Attendees will learn multiple data strategies for gift tables, wealth screening, and self-service reporting to ensure a successful campaign.
Learning Objective #2: Attendees will learn how best to maximize the uniqueness of their organizations for campaign success.
Shop Size: All Shop Sizes