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Verification Calling

Verification calling ensures the accuracy of donor sign-ups, particularly in face-to-face fundraising campaigns. This page explains the benefits and processes involved in verification calling.

The main benefits of verification calling include:

  • Improved pick-up rates and list penetration

  • Reduced call times

  • Retry of first payments

  • Enablement of remote work

An auto-dialer increases calling efficiency by automatically moving to the next call. Prioritizing new sign-ups in the auto-dialer enables near real-time calls, improving efficiency and reducing voicemail encounters.

Example of Verification Calling in Action

A charity completes a face-to-face fundraising campaign and needs to verify new donor sign-ups. The charity uses Evergiving's verification calling solution to ensure all new donors are contacted promptly.

The in-house calling team, trained for the campaign, starts reaching out to donors using an auto-dialer. The system dials each number and connects the agent to the donor. When a donor picks up, the agent verifies their details, explains the donation's importance, and answers any questions. If there is no answer, the system sends an SMS from the charity’s recognizable number, explaining the purpose of the call and providing follow-up details.

The charity also uses Evergiving's secure, PCI Level 1 certified platform to handle donations. Once a donor agrees to contribute, the system guides them through entering payment details securely via their phone keypad. Payments are processed, retried if necessary, and schedules are set automatically, reducing administrative tasks.

Evergiving’s custom dashboards allow the charity to monitor calling agents' performance, ensuring high pick-up rates and a smooth verification process. With a unified system, donor records are automatically updated, and downstream processes—such as sending thank-you messages and updating campaign metrics—are triggered seamlessly.