Use Constituent marketing journeys

  • مقالة
  • قراءة خلال 2 دقائق

Constituent marketing journeys, part of Microsoft Cloud for Nonprofit, uses the Dynamics 365 Marketing Nonprofit Common Data Model. Constituent marketing journeys help you engage donors, volunteers, and beneficiaries through marketing.

Key capabilities of marketing journeys

  • Segment donors based on donation information: Use prebuilt donor segments based on your fundraising system donation data, such as brand new donors, donors who have never made a recurring gift, and lapsed donors. Suppression lists help you exclude donors who gave in the last 30/60/90 days.
  • Segment volunteers based on their engagement: Prebuilt volunteer segments are based on your volunteer management system data, such as volunteer participation, volunteer preferences and qualifications, and lapsed volunteers.
  • Bring donors and volunteers along curated journeys: Create custom journeys for donors and volunteers and take advantage of prebuilt nonprofit journeys, such as the donor welcome series and the volunteer welcome series.
  • Engage lapsed donors and volunteers: Use prebuilt journeys for new donors, lapsed donors, and volunteers to automate outreach to these segments. Then, constituents automatically enter these journeys when it's been awhile since they have given or engaged.
  • Quickly get started with nonprofit-specific email templates: Constituent marketing journeys provides five nonprofit-specific email templates with design and content ideas, such as donor thank you emails, newsletters, and recurring gift asks.

For more information about using Dynamics 365 Marketing, see Help resources for Dynamics 365 Marketing.

Set up the Nonprofit Common Data Model

  1. Synch Nonprofit Common Data Model entities with Dynamics 365 Marketing using the steps on Dataset configuration.

  2. Enable these entities from the Nonprofit Common Data Model:

    • Participation (msnfp_participation)
    • Transaction (msnfp_transaction)

Dynamics 365 Marketing allows you to synch any custom entity in your environment. Follow the directions above to enable other entities that will help you to reach your constituents with personalized content.

Engage donors

Use these Constituent marketing journeys segments, suppression lists, email templates, and real-time journeys to engage donors.

Donor segments

  • Donation given today
  • Donor who has never given recurring gift
  • Donor who has not given in the last year

Donor suppression lists

  • Donors who donated in the last 30 days
  • Donors who donated in the last 60 days
  • Major donor

Real-time marketing email templates for donors

  • Thank you (one-time donation)
  • Welcome
  • Campaign
  • Newsletter
  • Recurring gift ask

Real-time journey templates for donors

  • Donor welcome series
  • Thank a donor
  • Giving Tuesday campaign
  • Lapsed donor journey (one year since last donation)

Engage volunteers

Use these Constituent marketing journeys segments, suppression lists, email templates, and real-time journeys to engage volunteers.

Volunteer segments

  • Volunteer participation thank you
  • Last volunteer participation is greater than six months
  • Last volunteer participation is greater than one year

Real-time marketing email templates for volunteers

  • Volunteer interest
  • Welcome
  • Newsletter

Real-time journey templates for volunteers

  • Volunteer welcome series
  • Lapsed volunteer journey (six months since last volunteering)

Create your own real-time journeys

Every nonprofit has a unique set of needs and engages their constituents in different ways. Dynamics 365 Marketing makes it easy to create your own real-time journeys for your organization. For steps, go to Create a segment-based journey.

See Also