5 Engage CRM Features to Drive Ramadan Fundraising

Ramadan is one of the most important fundraising periods for Muslim charities, and Engage CRM is built to help you make the most of it. Below are 5 Engage CRM features that charities rely on every Ramadan to maximise their fundraising:

1. Automated/Scheduled Giving

Automated giving is the process of collecting donations at regular intervals in a month, for example the last 10 consecutive nights of Ramadan. This also includes varying the amounts that are collected on different days.

This has seen considerable growth in recent years, with a number of charities expanding it to other times of the year too. The functionality is available across both of our platforms:

1. The Engage CRM – The donation entry screen in Engage supports entry and management of scheduled donations directly on the CRM, including the ability to import automated giving setup via your charity's website. You can decide the duration of the giving and select odd/even day splits – perfect for Ramadan giving!
2. Our custom websites – For customers using an N3O built website, this functionality can be embedded directly into your charity's website, fully integrated with the CRM to ensure automatic import of donations onto the donor record. Please contact us for further details.

There are a number of advantages to managing automated giving from within the Engage CRM:

• Ensures you retain exclusive ownership of your donors' data.
• Reduced processing fees.
• Automatic recording of donations and their intended purpose without the need for complex data import post Ramadan.
• The ability to manage automated giving via telephone and in response to email queries.
• Integrated Gift Aid claims and better income reconciliation.

2. Feedback functionality (water wells, olive trees etc)

Many charities offer the ability to donate towards a specific item and provide donors with a bespoke feedback report for their donation. For example, a donor could donate towards building a water well or procuring a wheelchair and subsequently receive a bespoke report. Think of these as mini projects.

Engage's Feedbacks module lets you capture and manage these donations from the point of entry through to instruction to overseas offices or partners, covering entry, generation, approval and automatic dispatch of feedback reports.

The feedbacks module includes:

• An in-built workflow which allows you to either individually approve or bulk auto-approve reports before they are sent.
• A designated donation form capturing custom information about the donor.
• Your own branded feedback reports which can be sent via email or post (PDF).
• The ability to attach additional certificates or letters for donors upon completion/payment.

These can be easily marketed as charity gifts and can be incorporated into our own website platform, fully integrated with the CRM for automated processing.

Customers using our N3O Umbraco sites who want to build in this functionality, please contact us.

3. Advanced Income Attribution

Engage lets you specify custom attribution for donations and sponsorships.

This allows you to directly record the fundraiser, department, event etc. responsible for generating income.

This functionality can be tailored to your organisation's reporting priorities, and our team is on hand to run workshops to help align your Engage setup to your organisation's needs.

Combined with automated attribution via recorded donor interactions, this function gives your fundraising team deeper insight into which marketing activities are working best and generating the most income.

4. Call centre

Engage's call centre module gives your donor care team a fully integrated way to reach out to donors, both for fundraising campaigns and for administrative purposes.

The call centre manages both inbound and outbound calling and syncs directly with the lists function, allowing you to create bespoke calling lists. The teams function helps you segment different campaigns so you can focus call efforts. For example, you can target donors in multiple ways for:

• Sponsorship renewal campaigns
• Ramadan upsell campaigns
• Regular giving campaigns
• And more…

This has historically been a major fundraising module for a number of our long-standing clients. If your charity does not currently operate a call centre, this feature may present a fundraising opportunity you haven't explored yet.

5. *Sneak Peak* – Accounts portal

We couldn't help teasing a hidden gem 😊. Our upcoming portal and forms will be a self-service feature allowing your donors to manage their updates and donations.

You'll be able to retrieve different types of reports and prompt donors to update:

• Failed payments – where a direct debit fell through or a card was declined.
• Sponsorships expiring – where they paid a one-off annual amount and there are 30 days remaining.
• Consent preferences – view their history and make amends.
• Gift Aid preferences – e.g. donors with an unspecified preference on your system.

Once these reports are generated, a bespoke form can be sent to their email to allow them to update their information.

Having a systemised approach to follow up with current donors is a major source of fundraising. One of our clients coordinated a donor team follow-up which retrieved approx. £80,000 simply by chasing up expiring orphan sponsorships in a methodical manner (approx. 200 orphans).

For more information on any of the above or for a bespoke demo, please visit us on www.n3o.ltd.

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