Activation Workshop: Personalize Your Online Donation Ask

# Donations

# Fundraising

# Activation Workshop

Are you using a one-size fits all donation ask in your purchase path? Take the ask to the next level by adding a touch of personalization based on their giving behavior.

In this practical session, we will help you analyze your Spektrix data to identify and tag your recent donors. You will use these this tag to trigger personalized messaging and tailored donation requests directly in the online purchase path - one for those recent donors and one for those who are not recent donors. You will leave the session with two live, automated funds, and tools to measure how much more your supporters give when the ask feels personal.

Please note these funds will not display if you are using Direct or One Click Checkout.

Please note: Activation Workshops are not recorded. These are interactive, hands-on sessions for small groups, and participants may share examples from their live systems. Keeping workshops unrecorded helps create an open learning environment and encourages active participation.

To attend this workshop, you will need to have:

Access to the Admin & Insights and Mailings interfaces

Draft the fund name and description that you want to appear online for your two groups of donors

Those who are recent donors, acknowledging that they are recent donors and showing appreciation

Those who are not recent donors, stressing more of the impact donations have on your organization.

Download and make a copy of this benchmark document in advance of the session and have access to this on the day.

Note on Registration: To ensure an interactive session with tailored support, registration is limited to 10 participants on a first-come, first-served basis.

If you can no longer attend, please cancel your registration to free up a spot:

Log into the Community and select the specific event you are registered for

Select 'View Receipt' on the right-hand side

In the pop-up, select 'Cancel' at the base and click 'Submit'

If you don’t see this option, just email us at [email protected] and we’ll handle it for you!

For the best experience, attendees should log in on a computer (vs. a mobile device), and it is recommended you use Google Chrome as it's the best browser for this experience. Other browsers will work, but elements like virtual backgrounds, and audio and camera settings can be blocked, depending on your browser and settings.