A simple phone call can go a long way. Whether welcoming a new member to your organization or thanking a long time member for a recent contribution, your donors are sure to appreciate the personal touch of you picking up the phone and giving them a quick ring.
Using your Databank, you can easily create a call list to boost donor retention and acquire more funds. Here's how:
1. Search for the members you want included in the report.
First, you must search for the members you want included in the report. For this example, I want to call all the members in Minneapolis and Saint Paul.
4. Choose your formatting
1. Choose how you'd like to sort the names
2. Decide if there's any members you'd like left out
3. Select the whether you want to view the report on your screen or download it
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