Turning One Time Donors
Into Recurring Donors

All nonprofits have donors. By turning one-time donors into recurring donors, you can help grow your mission. Read on to see how Integro can achieve this goal for your own nonprofit.

Initial Setup

After synchronizing your nonprofit's Contacts and Donations, you are now prepared to start asking questions about your data. Let’s first find all of the one-time donors in the last six months.

How to

Create Two Lists By
Donation Type

Let’s use Integro’s amazing Lists feature
to find your one-time donors.

#1

Create Your List

Create a new List by clicking on the Lists link in the Navigation bar at the top, Create a new List, and name it One-Time Donors.

#2

Set Your Filters

Scroll down to the filter criteria and add the following filter criteria:

Donation – Recurring = False

Date – After a date of your choose (you could choose the start date of your company, the beginning of the year/quarter, or whatever works for you).

#3

Pin to Dashboard

Go ahead and choose “pin to dashboard” which will make the list available on your Dashboard tab. Save the list and return to your Dashboard.

Congratulations! You have an instant view of all of your one time donors.

Not what you were looking for? Feel free to add additional filter criteria to zero in on exactly the segment of your donors you need.

Repeat the process, but this time choose Donation – Recurring = True.

Now you have two Lists pinned to your Dashboard with all of your One Time and Recurring Donors.

More Use Cases

Closing Leads

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Finding and Thanking Large Donors

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Fundraiser Follow Up

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Leveraging Third Party Data & Services

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Dummy Use Case

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Awesome Title Goes Here

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Keeping Your List Up To Date

Easily Integrate Donorbox, or your preferred donation software, to Integro through integration framework like Zapier so as new donations arrive, Integro will categorize them. They will automatically show up on your One Time Donor list because Lists automatically refresh. You know have immediate insight into all of your One Time and Recurring donors.

Migrating Donors From One-Time To Recurring

Engage with your one time donors through email or phone. As you follow up with each lead, you can leave notes/comments on each Contact record, so everyone in your organization is on the same page.

Keeping Your List Up To Date

Easily Integrate Donorbox, or your preferred donation software, to Integro through an integration framework like Zapier so as new donations arrive, Integro will categorize them. They will automatically show up on your One Time Donor list because Lists automatically refresh. You now have immediate insight into all of your One Time and Recurring donors straight from your dashboard

Migrating Donors From One-Time To Recurring

Engage with your one time donors through email or phone. As you follow up with each lead, you can leave notes/comments on each Contact record, so everyone in your organization is on the same page. As donors begin signing up for recurring plans, Integro will automatically sort and categorize them on the Lists you created.

How to

Other Ways Of
Achieving The Same Results

One of the core tenets of Integro is to remain flexible. Perhaps the above flow is not right for you. There are several other ways of gaining the same insights into your data. For example, let’s suppose you do not have any donation data at all, or can’t integrate your data due to a closed legacy system. You can still harness the power of Integro’s Lists feature by using Labels. Here’s how:

#1

Create Two Labels

Let’s create two labels. One Time Donor and Recurring Donor. Navigate to Profile Menu > Labels. Enter each label name, and push Save. If you’d like other users in your organization to have access to these labels, you can go ahead and select the Shared option. Otherwise, the label will be private, and only you can see it.

#2

Create Two Lists By Label Type

Create a new List by clicking on the Lists link in the Navigation bar at the top of the app: Create a new List, and name it One-Time Donors. Scroll down to the filter criteria and add the following filter criteria:

Label – One Time Donors
Date – After a date of your choose (you could choose the start date of your company, the beginning of the year/quarter, or whatever works for you).

Repeat the process, but this time choose Label – Recurring Donors.
Now you have two Lists pinned to your Dashboard with all of your One Time and Recurring Donors, but this time sorted on label vs donation data.