Data Survey
We recommend this survey is taken by the person who understands your business needs and is familiar with your CRM setup. Please have your CRM open before you begin the survey - we will ask you for various field names and occasionally screenshots of data. This helps us ensure accuracy.
If you would like to add any more nuance or have questions, just mention them at the bottom of each section. We will go over those during the Data Call.
If you have any other questions, you can email Vaidehi (who leads implementation) at
[email protected] or call her at +1 341-222-9965.
What CRM does your organization use?
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This would be the record type in your CRM where you store information related to an individual donor or contact (as opposed to the household or business record type).
What donor name field do you use when addressing donors in an email? Please provide the exact field name from your CRM.
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What donor name field do you use when addressing donors in an email? Please provide the exact field name from your CRM.
Do you have any important fields that your fundraisers would regularly refer to on the donor record? (apart from basic contact information, giving history and action history)
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Does your team store donor bios or donor summaries?
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Does your team store donor bios?
Is there anything else we should know about how you use or configure Contact records?
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This section dives into how you track the portfolio of donors and prospects assigned to each fundraiser.
Please upload a screenshot displaying a fundraiser assignment on a donor record
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Please upload a screenshot displaying a fundraiser's user account in your CRM
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Does your team have portfolio assignments?
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Does your team have portfolio assignments?
What is the typical size of your portfolios?
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Do you have multiple fundraisers assigned to the same donor?
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Do you have multiple fundraisers assigned to the same donor?
Do you have multiple donors from the same household being stewarded individually by your team? For example, if Bob and Nancy are both part of the Smith household, could they both be in separate fundraiser portfolios as individuals, or are they always treated as a couple?
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Do you have multiple donors from the same household being stewarded individually by your team? For example, if Bob and Nancy are both part of the Smith household, could they both be in separate fundraiser portfolios as individuals, or are they always treated as a couple?
What title or name do you use to designate the primary fundraiser assignment?
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Is there anything else we should know about how you use or configure Fundraiser Assignments or portfolio segmentation?
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Action Logging and Contact Reports
Now we'll explore how your team stores donor touchpoints and meeting/call notes.
Do your frontline fundraisers reliably log actions to the database?
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Do your frontline fundraisers reliably log actions to the database?
What challenges have you faced with getting fundraisers to log actions?
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When submitting contact reports, what specific information do you require your fundraisers include, if any? If you have a template, please upload it below.
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Upload your contact report template here if you have one
Is there anything else we should know about how you use or configure Action Logs or Contact Reports?
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Gift Records & Opportunities
Do you have any important or custom gift fields that you refer to frequently? (Not including fund, campaign and appeal)
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Do you have any important or custom gift fields that you refer to frequently? (Not including fund, campaign and appeal)
Do you track target or expected gifts for donors you are actively managing?
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Do you track target or expected gifts for donors you are actively managing?
Has your team logged projected expected gift dates and amounts for donors in their portfolio in the CRM as an open opportunity for this year?
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Has your team logged projected expected gift dates and amounts for donors in their portfolio in the CRM as an open opportunity for this year?
What challenges do you face when using opportunities? What would your ideal scenario look like?
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How are you currently using soft credits?
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How are you currently using soft credits?
Is there anything else we should know about how you use or configure Gifts or Opportunities?
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Please tell us how you manage your prospect pipeline, including new prospects as well as current donors identified for higher giving tiers.
Do you track where donors or prospects are in the donor cycle (i.e. prospect status)? (this is different from gift/opportunity stage)
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Do you track where donors or prospects are in the donor cycle (i.e. prospect status)? (this is different from gift/opportunity stage)
What values do you actively use in the Prospect Status field?
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When a prospect is disqualified, what is Prospect Status changed to?
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What other donor statuses are you actively tracking?
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What other donor statuses are you actively tracking?
Do you have qualification criteria for any types of donors? Feel free to list any other types of donor levels that you track.
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Do you have qualification criteria for any types of donors? Feel free to list any other types of donor levels that you track.
Do you have any commonly used hard suppressions or filters to exclude prospects in the database specific to your organization?
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We exclude board members and already assigned donors by default.
Do you have any commonly used hard suppressions or filters to exclude prospects in the database specific to your organization?
Is there anything else we should know about how you track or manage your prospecting pipeline?
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Do you have any other comments on your data architecture that you'd like to mention that wasn't previously covered?
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