Add Donor Journeys

Donor Journeys allow you to save time when assigning repetitive Touchpoint tasks. After creating a Donor Journey, you can bulk assign them to a list of donors and streamline your daily Touchpoint routines. 

Use the following step-by-step guide to access the Donor Journeys within PhoneRaise's Campaign Settings.

To access Donor Journeys

1. Log into your PhoneRaise account.
   
   
2. Click on CAMPAIGNS.

3. Click on VIEW.

4. Click on CAMPAIGN SETTINGS.

5. Click on Donor Journeys.

Add new Donor Journeys in PhoneRaise's Campaign Settings.

To add Donor Journeys

1. Navigate to Donor Journeys.
   
   
2. Click on ADD JOURNEY.

3. Type a name in the JOURNEY NAME textbox.

4. Click the Select activity drop-down menu and choose from the list of Activities in your Campaign.

Custom Activities can be added to the drop-down menu by adding Activities in the Campaign Settings.

5. Type a short description in the DESCRIPTION textbox.

6. Use the DUE and Select interval drop-down menu to choose the desired completion deadline.

7. (Optional) You can add an additional Touchpoint task to the same Donor Journey. For example, when volunteers send gifts to donors and also want to communicate that a gift has been sent, create a Touchpoint task for the Gift and another for a Personal Email in the same Donor Journey.

Click ADD TOUCHPOINT to include an additional task to the Donor Journey and configure the settings as previously described.

8. Click on SAVE.

When creating Donor Journeys, stagger the due dates to avoid overwhelming your volunteers/staff with multiple tasks due on the same day. Configure the Donor Journey start and end dates of each Touchpoint. This allows users a more manageable timeframe within which to complete their Touchpoint tasks.

• Start by choosing the maximum number of Touchpoints that can be due on the same day.
  
  
• Determine the days of the week to distribute the remaining tasks once the threshold is reached.
  For example: Set the Touchpoint Threshold to no more than 3 Touchpoints with the same due date and only allow creattion Monday through Friday. Assigning 30 donors to a Donor Journey means that the Touchpoints are created and distributed over 10 days. This example ensures that Touchpoint due dates do not fall on the weekend.

• Click SAVE to commit the Stagger settings to your Donor Journeys.

Delete unnecessary Touchpoints and Donor Journeys to permanently remove them from your Campaign Settings.

• Clicking the DELETE button permanently removes the entire Donor Journey.
  
  
• Clicking the Trash can icons on the Touchpoint task, permanently removes the specific task from the template.

After creating a Donor Journey, assign it to one or more donors in your Campaign.

To assign Donor Journeys to donors

1. Click on the DONORS sub-tab.
   
   
2. Click the header checkbox and click Select all on page to only highlight the donors listed on the current page or Select all donors to highlight the entire donor list.
   Deselect all removes highlights from all donor records.
   (Optional) Click the checkboxes next to the donors to assign Donor Journeys to each selected donor.

3. Click on YES.

The All Records pop-up message contains the exact number of donors selected.

4. Click on Touchpoint - Donor Journey.

5. Choose the template to assign from the DONOR JOURNEY drop-down menu.

6. Select a START DATE by clicking on a date in the calendar pop-up or manually type the date.

7. Click CREATE to assign the Donor Journey to multiple donors.