ActionBoard Nudges
Nudges are system created suggestions that you reach out to one of your contacts for engagement.
You may customize what type of nudges you receive suggestions for by clicking Customize at the top of your ActionBoard. You will be redirected to your settings menu, where you can select what type of nudges you receive to your action board for your contacts.
Nudge Name | Description |
|---|---|
Daily 5 | Generated suggestions that are created by the system if you have not engaged with a donor within 30 days or more. No more than five of these daily tasks will show in the suggestions on any given day. |
First Gift Anniversary | Notification on the anniversary of the Donor's first gift |
Major gifts | When setting up your organization's settings, you are able to define what your organization considers a major gift. The default value is $1000.00, but you may configure this field to match the way your organization operates. |
Spike-up gifts | A spike-up gift is one that is out of the ordinary for a donor. For example, if a donor's average gift is $50 and they then give a donation of $350, that would be a spike-up. A spike-up gift is a great opportunity to reach out to a donor and learn more about what drove them to give more than they normally do. Did something change with their personal circumstances? Did something your nonprofit did resonate with them? You can set the amount over their average gift that triggers the spike-up gift notification in your Settings area. The default value is $100.00 |
First gifts | As the name suggests, this is a nudge to engage with a donor when they give their very first gift to your nonprofit. This deserves an individual engagement activity |
Second gifts | Perhaps even more important to your organization than a first gift, the second gift is significant as it moves a donor from a one-time giver, to a retained donor. This is a big deal, and deserves an engagement touch-point from your organization. You will receive a nudge on the ActionBoard for every second gift |
Reactivated donors | Donors that have moved from an archived to activated status |
Donor moving toward inactivity | The donor has not given a gift in at least 6 months, and has not had any interaction in at least 3 months |
Donor birthdays | The birthday of the Donor |
Pledge payment reminders | When a donor payment for the pledged amount is coming due |