Fundraising Calls

Fundraising Calls are outbound calls made to potential donors, or "leads," with the primary goal of soliciting a payment and creating a new pledge form. This is a proactive approach to donor acquisition, typically managed through the Call Center feature.

The Role of Fundraising Calls¶

Unlike Welcome Calls or Verification Calling, which are based on a prior interaction, Fundraising Calls are often the first point of contact. Their purpose is to:
* Acquire New Donors: Introduce your cause to potential supporters.
* Solicit Donations: Clearly ask for a financial commitment.
* Build Initial Relationships: Establish a positive and trustworthy first impression.

How They Work in the Call Center¶

Fundraising Calls are the primary activity within the Call Center. The process is optimized for efficiency and effectiveness:

Lead Lists: You import lists of leads into dedicated Call Lists.
Auto-Dialer: Agents use the Auto Dial feature, which automatically serves the "next best" lead, maximizing talk time.
Call Management: Agents use predefined Call Outcomes and Final Call Outcomes to track the results of each interaction.

Best Practices and Strategy¶

Successful fundraising calling requires a strategic approach:

List Quality: The success of a fundraising call campaign is heavily dependent on the quality and relevance of the lead list.
Scripting: A clear, compelling, and well-trained script is essential for conveying your message effectively and handling objections.
Agent Training: Agents should be trained not just in the software, but in fundraising techniques, active listening, and building rapport.
Number Management: Using strategies like CLI rotation and following guides to reduce spam reports is crucial for maintaining high answer rates.

Note

Fundraising calls have a different regulatory and perceptual context than welcome/verification calls. It is critical to ensure compliance with local "Do Not Call" regulations and to train agents to be respectful of the recipient's time.