4) Connect with people that care about your cause

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Getting started with JustGiving Step 4: Connect with givers for causes

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Be the first to know when someone creates a JustGiving page or makes a donation to your cause. That way you can easily thank them and turn them in to lifelong supporters. This short presentation will show you how to: - get connected - get to know your supporters.

Transcript of 4) Connect with people that care about your cause

Page 1: 4) Connect with people that care about your cause

Getting started with JustGiving

Step 4: Connect with givers

for causes

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Getting started with JustGiving4. Connect with givers

Connect with givers

Be the first to know when someone creates a JustGiving page or makes a donation to your cause.

That way you can easily thank them and turn them in to lifelong supporters.

This short presentation will show you how to:

• get connected• get to know your supporters.

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Get connectedReceive alerts straight to your inbox about the people fundraising for or giving to your cause. That way you can connect with them easily and help them raise more money.

Here’s how you can receive alerts.

Getting started with JustGiving4. Connect with givers

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Getting started with JustGiving4. Connect with givers

Meet your alerts

There’s a few for you to choose from depending on your role within your organisation:

• Fundraising page creation alertReceive a daily summary of JustGiving pages created.

• Expiring fundraising page alertGet a weekly summary of JustGiving pages that are about to expire.

• New payment report reminderBe notified when your latest payment report is ready to download (for payments of donations made in GBP only).

• Direct Debit alertFind out when someone sets up a monthly donation (UK only).

• Monthly newsletter and updates Receive our latest fundraising tips and insights.

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Getting started with JustGiving4. Connect with givers

How to set up your alerts

• Log in and click on Branding & settings.

• Select Your email preferences.

• Tick the email alerts you’d like to receive and click Save.

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How to update your email address

Remember to keep your contact details up to date to make sure you never miss out on an important alert.

• Log in and click on Branding & settings.

• Select Edit your details.

• Update your email address and click Save.

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Get to know your supportersUse our simple reports to keep an eye on who has become a supporter of your cause. You can then add them to your engagement or supporter care programmes.

Let’s take a look at the reports you can access on JustGiving to get your supporter contact details.

Getting started with JustGiving4. Connect with givers

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Getting started with JustGiving4. Connect with givers

Meet your reports

Your reports provide data and insights about the people supporting you on JustGiving.

To find out their contact details, and whether they have opted in to receive communications from your organisation, we recommend using your:

1. fundraiser quick search2. fundraising page report3. donation report.

The reports are available to download in Excel and Comma Separated Value (CSV) format, so you can easily sort the data to get the information you need. These file formats are also compatible with most databases.

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Getting started with JustGiving4. Connect with givers

How to get contact details for your fundraisers

If you’re in a hurry or looking for the contact details of a particular fundraiser, we recommend using our quick search tool.

• Log in to your account.

• Go to the Quick search box and select Fundraiser name.

• Enter the person’s name and click Search.

• Find the person you’re looking for. You’ll see their name, email, the web address of their JustGiving page, mailing list preference and whether their page is active or not.

You can use their email to contact them directly about their JustGiving page, but if you would like to send them marketing newsletters or add them to a supporter care programme, the word Yes must appear next to their mailing list preference.

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Getting started with JustGiving4. Connect with givers

How to get contact details for your fundraisers (cont.)

If you’re looking for the contact details of more than one fundraiser, we recommend using your fundraising page report.

• Log in to your account and click the Reports tab.

• Select Fundraising page reports.

• Select your date range, the type of fundraising pages you are looking for and the format you’d like to download your report in.

• Click Create report.

Click Download report. Look at column K for their email address and column M (titled ‘Fundraiser Further Contact’) for their mailing preferences. If there is a ‘yes’ in this column you can add them to your marketing communications.

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Getting started with JustGiving4. Connect with givers

How to get contact details for your donors

If you’re looking for the contact details of donors, we recommend using your donation report.

• Log in to your account and click the Reports tab.

• Select Donation reports.

• Select your date range and the format you’d like to download your report in.

• Click Create report.

Click Download report. Look at column Q for their email address and column R (titled ‘Donor Further Contact’) for their mailing preferences. If there is a ‘yes’ in this column you can add them to your marketing communications.

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Get help and supportWhen you need a helping hand or a little bit of advice, we’re here to support you.

Here’s how you can find answers to your questions and contact us.

Getting started with JustGiving4. Connect with givers

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Help and support for you

Need a little reminder of how to do something on JustGiving? No problem. Visit our online support area and you’ll find lots of helpful Q&As.

But don’t worry, if you can’t find the right answer to your question, you can send us an email or give us a call:

• 0345 078 2063 for UK• (02) 8417 3025 for Australia• 015530176 for Ireland• 05808 5289 for Hong Kong

justgiving-charity-support.zendesk.com

Getting started with JustGiving4. Connect with givers

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Congratulations!

You’ve completed Step 4.Move on to the next step and learn how to track success:

- Step 1: Take the tour

- Step 2: Build your profile

- Step 3: Spread the word

- Step 4: Connect with givers

- Step 5: Track success X

Getting started with JustGiving4. Connect with givers