The InsightHub for charities supporter engagement bundle enables you to gain a deeper understanding of your supporter activity in relation to engagement, retention and cross-sell
The supporter engagement bundle consists of:
- Lifetime value – Measure and compare the lifetime value of cohorts across your customer base
- Regular giving – Monitor the monthly attrition and retention trends of your regular giving file
- Cross-sell – Understand how your supporters donate across your fundraising estate
- Acquisition – Track and explore the size and cost of your acquisition programmes
Lifetime value report
Annual recruitment
Track the lifetime value of donors to gain a comprehensive understanding of product, channel and campaign effectiveness throughout the lifespan of a supporter. Quickly identify points where value drops or which acquisition channels aren’t fully realising the desired ROI.
Cohort explorer
Enhanced insights on supporter lifetime value by cohort with the ability to measure against file size, cumulative LTV, retention, income and transactions.
Cohort comparison
Track and compare all available lifetime value cohort metrics to identify best performing areas and those which need additional attention.
Transaction distribution
Explore the LTV distribution across various dimensions by the lifetime year of transactional behaviour to understand how the value has been received through different products and channels.
Regular giving report
Regular giving summary
Track the performance of your regular giving supporters to better understand their behaviours as well as the retention and churn of this channel.
Cohort comparison
Dive even deeper into understanding your regular giving supporters to fully track retention rates across a whole field of cohorts and filters.
Regular giving distribution
Examine the distribution of upgraded, reactivated and converted regular gifts across each financial year.
Cross-sell report
Cross-sell summary
Explore supporter donation journeys to see which products and channels drive the most cross-sell activity. Use this data to gain a deeper understanding of supporter behaviour and shape your journeys to drive additional donor activity and engagement.
Cross-sell recency
Dig even deeper into your cross sell activity to fully understand how well your organisation is using cross-sell opportunities to increase ROI from donors. This is split across two pages (high/low) to allow the examination of high and low level products.
Cross-sell trends
Examine the dates when cross sell activity occurred across various cohorts.
Cross-sell profile
Explore the geodemographic makeup of different cross-sell cohorts to understand how these groups donate across your fundraising estate.
Acquisition
Adjustable cost analysis
This massively powerful report serves as your control centre for tracking all supporter acquisitions. Examine by recruits or income to understand exactly how your acquisition channels are performing in relation to previous periods and filter by channel or product to see exactly what needs your focus. All metrics can be tracked against budget.
This page allows you to set your own custom acquisition costs using either a slider or data entry field. The page is primarily targeted towards clients who are unable to provide acquisition cost data but still want to explore ROI and CPA.
CRM cost analysis
Another massively powerful report, this serves as your control centre for tracking all supporter acquisitions. Examine by recruits or income to understand exactly how your acquisition channels are performing in relation to previous periods and filter by channel or product to see exactly what needs your focus. All metrics can be tracked against budget.
This page is similar to the adjustable cost analysis page but uses the acquisition costs you’ve provided. If no costs have been provided, a message will display to contact your Wood for Trees account administrator.
