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ADRFM

Engaging Networks Reporting Suite

Unlock the Power of Data for Your Charity Clients with Our Exclusive Engaging Networks Reporting Suite

Built on the Microsoft Power BI platform, our reporting suite makes it easy to discover impactful insights into your Engaging Networks‘ data.

Are you a design agency partnering with Engaging Networks? Elevate your offerings by introducing your clients to the most comprehensive and easy-to-use reporting suite, exclusively built for Engaging Networks. Join hands with Actually Data Analytics and take your client relationship to the next level.

At Actually Data Analytics we don’t simply take your data and visualise it in charts and graphs. We’ll run some calculations and plug in other reference data to give you even more insight into who your supporters are and how they interact with you.

Users of our ADRFM reporting suite can filter Engaging Networks data on data from their CRM system too, opening up a whole new world of possibilities!

EN Reporting overview

Key features:

  • Regular Data Refreshes: We’ll update the data in the report daily using the Engaging Networks API
  • Geographical Analysis: Know where your supporters are located to tailor your campaigns more effectively.
  • Donation Metrics: Track donations, frequency, and preferences to optimize future fundraising efforts.
  • Action Tracking: Gain insights into the non financial actions taken by supporters on your charity’s behalf and how they convert to financial supporters

Benefits:

  • Ease of Use: No need for data science skills. Simple, straightforward, and ready-to-use reports.
  • Deep Insights: Go beyond superficial data and get to the nitty-gritty of what drives supporter engagement.
  • Compliance Assured: Fully compliant with UK and EU data protection laws and GDPR.

Book a demo

Ready to take the next step? Click book a demo for a no-obligation demo and discover how our reporting suite can add value to your organisation and your supporters.

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Strategy

Data maturity in the UK charity sector: Why it matters and how to achieve it

Data is a valuable resource for charities. It can assist organisations in better understanding their donors, tracking fundraising efforts, and measuring their impact. However, just as with digital maturity, charities must have a high level of data maturity in order to effectively use this tool. So, what exactly is data maturity, and how can charities in the United Kingdom achieve it?

Let us begin by defining data maturity. In layman’s terms, it refers to how well a charity can collect, manage, and use data to achieve its objectives. This includes having a system in place for collecting and storing data, being able to analyse data, and using data insights to make informed decisions.

So why is data maturity so important? For one, it allows them to better understand their donors and supporters. By collecting and analyzing data on things like demographics, giving history, and engagement, charities can tailor their communications and fundraising efforts to better reach and retain donors. Additionally, data can be used to track the impact of their efforts and make adjustments as needed.

But how can you achieve data maturity? Here are a few key steps they can take:

• Create a data strategy: Outline the charity’s data goals, target audience, and the specific data tools and platforms that will be used to achieve them.
• Invest in a data management system that can efficiently and securely collect, store, and analyse data.
• Use data to inform decisions: Charities should review their data on a regular basis and use the insights gained to make informed fundraising and outreach decisions.
• Data training: Charities should ensure that their employees understand how to collect and use data effectively.
• Review and update data strategy on a regular basis: As with digital maturity, charities should review and update their data strategy on a regular basis to ensure they are meeting their goals and responding to changes.

In conclusion, data maturity is crucial for UK charities to understand their donors and supporters, track their fundraising efforts, and measure their impact. By developing a data strategy, investing in a data management system, using data to inform decisions, training staff on data, and regularly reviewing and updating the strategy, charities can work towards achieving data maturity and better achieving their goals.

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ADRFM Guest Post Insight Reporting

A Case Study for ADRFM

RNID, the UK’s leading charity supporting people with hearing loss, has seen significant benefits from using the ADRFM Reporting suite for Actually Data Analytics.

Previously, RNID struggled to gain a comprehensive understanding of its data and make informed decisions based on that data. The organization had a variety of different data sources, including customer relationship management (CRM) systems, fundraising platforms, and marketing tools, but it lacked a centralised system for collecting and analyzing this data.

This changed when RNID implemented the ADRFM Reporting suite. The suite enabled RNID to bring all of its data into a single platform, allowing the organization to gain a much clearer understanding of its data and use it to inform its decisions.

One key benefit of the ADRFM Reporting suite has been the ability to track the effectiveness of RNID’s marketing campaigns. With the suite, RNID can see which campaigns are generating the most leads and donations, and can use this information to optimize its marketing efforts.

This has helped RNID to significantly increase its fundraising efforts and better serve the needs of its donors and supporters.

In addition to its marketing benefits, the ADRFM Reporting suite has also helped RNID to improve its supporter care. The organization can now more easily track supporter interactions and respond to their needs in a timely and effective manner.

Overall, the ADRFM Reporting suite has been a valuable asset for RNID, helping the organization to better understand its data, optimize its marketing efforts, and improve its customer service.

You can read more about their journey here

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Strategy

Digital maturity in the UK charity sector: Why it matters and how to achieve it

As the charity sector continues to evolve, it’s becoming increasingly important for organizations to have a strong digital presence. Not only does this help them reach more people and raise more funds, but it also enables them to operate more efficiently and effectively. But what exactly does it mean to be digitally mature, and how can UK charities achieve it?

Let us begin by defining digital maturity. In layman’s terms, it refers to how well a charity can use digital technology to achieve its objectives. This includes having an easy-to-use website, being active on social media, utilising data and analytics to make informed decisions, and having systems in place for online donations and fundraising.

So, what is the significance of digital maturity for UK charities? For one thing, it enables them to reach a larger audience. With more people spending time online, charities must have a strong digital presence to connect with potential donors and supporters. Furthermore, digital tools and platforms can help charities track donations and fundraising efforts, allowing them to allocate resources more effectively.

Here are a few key steps they can take:

  • Develop a clear digital strategy: This should outline the charity’s goals, target audience, and the specific digital tools and platforms they will use to achieve them.
  • Invest in a responsive and user-friendly website: This should be easy to navigate and use, and should provide all the information potential donors and supporters need.
  • Utilize social media: This can help the charity connect with a wider audience and keep supporters updated on their activities and impact.
  • Use data and analytics to make informed decisions: This can help the charity understand which of their digital efforts are working and which aren’t, and make adjustments accordingly.
  • Implement online donation and fundraising tools: This will make it easy for supporters to make donations and take part in fundraising activities online.

By following these steps, Charities can work towards digital maturity and better achieve their goals. It is important to remember that digital maturity is an ongoing process, and charities should regularly review and update their digital strategy as needed.

In conclusion, digital maturity is crucial to reach more people, raise more funds, and operate more efficiently and effectively. By developing a clear digital strategy, investing in a responsive and user-friendly website, utilizing social media, using data and analytics, and implementing online donation and fundraising tools, charities can work towards achieving digital maturity and better achieving their goals.

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Strategy

The benefits of mentoring in the UK charity sector

Mentoring is a powerful tool for professional development, and it’s especially beneficial in the charity sector. By pairing experienced professionals with those new to the field, mentoring can help to build skills, knowledge and confidence, which can ultimately help organizations achieve their goals.

One of the key benefits of mentoring is that it can help to accelerate professional development. A mentor can provide guidance and support, and can share their own experiences and insights, which can help mentees to navigate the often complex and challenging landscape of the charity sector. This can help mentees to build their skills and knowledge more quickly and effectively.

Mentoring can also be a valuable tool for building confidence. It can provide mentees with a sounding board for their ideas and help them to develop a sense of self-awareness. This can be particularly beneficial for those new to the sector, who may be feeling overwhelmed by the demands of their role.

Mentoring can also be used to address specific skills gaps. If a mentee is struggling with a particular task or challenge, a mentor can provide guidance and support to help them overcome it. This can help to improve the performance of the mentee and the organization as a whole.

In addition, mentoring can help to build a sense of community within the charity sector. By connecting experienced professionals with those new to the field, mentoring can help to foster a sense of collaboration and support. This can be especially beneficial for those working in smaller or remote organizations, where opportunities for networking and professional development may be limited.

Finally, mentoring can be a valuable tool for retention. By investing in the development of their staff, organizations can help to create a positive and supportive working environment, which can help to retain talented individuals.

In conclusion, mentoring is a valuable tool for professional development in the UK charity sector. It can help to accelerate professional development, build confidence, address specific skills gaps, foster a sense of community and improve retention. Charities can take advantage of mentoring by pairing experienced professionals with new staff members or volunteers to help them grow their skills, knowledge and confidence. It is an effective way to invest in the development of staff and volunteers, and ultimately help organizations achieve their goals.

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Strategy

Anybody have a map – What you need to know about supporter journeys?

A supporter journey in the charity sector refers to a person’s interactions with an organisation over time, from their initial awareness of the organisation to their decision to support the organisation through donations or other means. Understanding supporter journeys can help organisations understand what motivates people to support them and how to effectively communicate with them, which is an important part of building and maintaining relationships with supporters.

A supporter’s journey can be influenced by a variety of factors, including their personal values, interests, and motivations for supporting the organisation. Some typical stages of a supporter’s journey may include:

  1. The first stage of the journey occurs when a person becomes aware of the organisation and its mission. This can occur via a variety of channels, including social media, advertising, and word of mouth.
  2. Interest: At this point, the individual is interested in the organisation and what it does, and may begin to learn more about its work and impact.
  3. Consideration: At this point, the individual begins to consider whether or not they want to support the organisation and may begin to look for more information on how to get involved.
  4. At this stage, the person takes some action to help the organisation, such as donating money or volunteering their time.
  5. Loyalty: The individual becomes a loyal supporter of the organisation over time and may continue to engage with it through donations, volunteering, or other means.

Understanding supporter journeys can help organisations understand what motivates people to support them and how to effectively communicate with them. Organizations can create targeted campaigns and messaging that engage and retain supporters by understanding the different stages of the journey.

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Reporting

Why is reporting important

Charity reporting is essential for a variety of reasons. To begin with, effective charity reporting assists organisations in communicating their impact and demonstrating the worth of their work to stakeholders. Donors, volunteers, beneficiaries, funders, and the general public are all included. Charities can gain trust and support from these stakeholders by providing clear and concise reports that highlight the organization’s accomplishments and the impact of its work.

Charity reporting is also important for transparency and accountability. Charities can demonstrate their commitment to being open and accountable to the public and their donors by providing regular and comprehensive reports. This can aid in the development of trust and confidence in the organisation and its work.

Effective charity reporting can also assist organisations in identifying areas for improvement and making more informed decisions about resource allocation. Charities can identify trends and patterns that may indicate areas for growth or areas that may require additional resources by tracking key metrics and analysing the data in their reports.

Finally, charity reporting is necessary for legal and compliance purposes. Many charities are required to report financial and other data to regulatory agencies or other organisations, and effective reporting can assist in ensuring that these requirements are met.

Overall, charity reporting is an important part of any organization’s work, and it’s worth devoting time and resources to ensure that it’s done correctly.

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ADRFM Insight Reporting

What to count and where the pitfalls are

Depending on their specific goals and objectives, charities can benefit from tracking a variety of key metrics. Some common metrics to consider for charities include:

  1. Donor acquisition and retention: Tracking the number of new donors acquired as well as the percentage of donors who continue to give over time can assist a charity in understanding the health of its donor base and identifying areas for growth.
  2. Measuring the cost of acquiring a new donor or the return on investment of various fundraising efforts can assist a charity in understanding the effectiveness of its fundraising efforts and identifying areas for improvement.
  3. Tracking the number of people served or the outcomes achieved by the charity’s programmes can assist in demonstrating the impact of the organization’s work and identifying areas for growth.
  4. Monitoring financial metrics such as revenue, expenses, and profitability can assist a charity in understanding its financial health and identifying areas for improvement.

When tracking metrics for a charity, there are a few potential pitfalls to be aware of. One common stumbling block is focusing too much on short-term metrics, such as the number of donations received in a given month, rather than taking a long-term perspective. It is critical to consider how various metrics may impact the organisation in the long run, rather than just in the short term.

Another stumbling block is relying on metrics that are simple to track but may not be the most meaningful or relevant to the organisation. Tracking the number of website visitors, for example, may be simple, but it may not provide much insight into the effectiveness of the organization’s efforts.

It is critical to carefully consider which metrics are most important and meaningful to the organisation and to track them consistently over time.

Finally, it is essential to comprehend the limitations of any metrics that are tracked. No single metric can provide an accurate picture of an organization’s performance, so it’s critical to consider how different metrics are related and how they are influenced by external factors.

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Beginner Insight

Coloured pen revolution

Seeing in colours rather than words, but adaptable enough to provide both

Making data and insights available to various types of users is an important part of ensuring that information is useful and actionable. When it comes to accessibility for different types of users, there are a few key considerations:

  1. Different users may prefer different formats for gaining access to data and insights. Some users, for example, may prefer visualisations like graphs and charts, whereas others may prefer tables or lists. To ensure that data is accessible to everyone, it is critical to consider the needs of different users and to provide data in a variety of formats.
  2. Level of detail: When it comes to the level of detail in data and insights, different users may have different requirements. Some users may require high-level, summary-level data, whereas others may require more detailed, granular data. Making data and insights available at various levels of detail can aid in making them more accessible to a broader range of users.
  3. User interface: Regardless of the user’s level of technical expertise, the user interface for accessing data and insights should be intuitive and simple to use. Making sure the interface is easy to use can help make data and insights more accessible to a wider range of users.
  4. Training and support: Providing training and support to various users can help to ensure that they can effectively access and use data and insights. Training sessions, documentation, and other forms of assistance may be included.

Overall, ensuring that data and insights are accessible to various types of users is critical to ensuring that they are useful and actionable. Organizations can ensure that information is accessible and useful to everyone who needs it by considering the needs of different users and providing data and insights in a variety of formats, at different levels of detail, and with user-friendly interfaces.

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Reporting

What’s possible with your CRM

Different types of reports that can be useful in your CRM and where to get more information

Here are some examples of standard reports generated by a charity customer relationship management (CRM) system:

  1. Donor reports: These reports provide information about donors, such as the number of donors, the total amount donated, and the average donation amount.
  2. Fundraising campaign reports: These reports provide information about fundraising campaigns, such as the number of donations received, total amount raised, and lead-to-donor conversion rate.
  3. Volunteer reports: These reports provide information about volunteers such as the number of volunteers, hours volunteered, and the percentage of volunteers who return to volunteer.
  4. Reports on programme impact: These reports provide information on the impact of the organization’s programmes, such as the number of people served, the outcomes achieved, and the cost per outcome.
  5. Event reports: These reports provide information about events such as the number of attendees, amount raised, and cost per attendee.
  6. Communications reports: These reports detail the organization’s communications with supporters, including the number of emails sent, open and click-through rates, and response rates to calls to action.
  7. Financial reports: These reports provide information about the financial performance of the organisation, such as revenue, expenses, and profitability.

Again, the specific reports available will be determined by the capabilities of the CRM system you use.