Successful relationships all rely on great communication. Resolve to engage your patrons in even more effective ways throughout the year with the use of the OvationTix Communications Tool.
The Communications Tool (located in the main menu, under TOOLS>>COMMUNICATIONS) allows you to tag a communication as one of four types: email, mail, phone, and social. It will also prompt you for a segment. This is typically a portion of your audience to whom the communication was sent: e.g., lapsed subscribers, lapsed donors, multi-buyers, etc. But you can use this however you like.
You will also be asked to give the communication a name. For example: “Fall Appeal” or “March Newsletter.” If you plan to make robust use of the tool, a naming convention might be prudent so that each communication has a code, “2017-10-DEV Fall Appeal” might indicate a communication sent in October of 2017 from the Development Department in what is casually referred to as the “Fall Appeal.” This will help prevent confusion, say, between the 2017 Fall Appeal and the 2016 Fall Appeal, etc.
Once you have a communications plan, you can tie any communication you have created to any Patron ID in your OvationTix account. Simply follow the “help” instructions when prompted to upload an appropriately formatted CSV file. The “source” of this information might be directly from a Patron Report, your email service provider (such as MailChimp or Constant Contact), or even a “manual” list from fundraising or event staff who have input the account numbers of those recently contacted by phone or that attended a non-ticketed event. If it were a ticketed event, you’d already have that information in OvationTix, of course!
Perhaps the best part of the Communications Tool, however, is that you can report against it in the Patron Report. Simply navigate to the “Communications History” portion of the Patron Report filter and select the appropriate communication you created. To build upon the example above, you could then pull a segment of your database, consisting of who donated in 2015, received the “Fall Appeal,” but didn’t donate (or respond to that appeal) in 2016.
As with many aspects of the Patron Report the segmentation possibilities for targeted communications are only as limited as the number you wish to create. If you or your organization is new to audience segmentation, consider using a small number of segments to start. While the technology in OvationTix makes virtually unlimited efforts possible, managing communication for dozens of audience segments can become unwieldy for OvationTix partners with limited staff.