Like many organizations who perform phonathons each year, the tremendous amount of time it takes to organize calling efforts and then enter the call results into a database can thwart even the most dedicated development offices. Cornell Hillel faced just such a problem.
LGL’s appeal segmentation functionality easily allows users to prioritize their calling efforts and produce individual call sheets. Pair that with a Wufoo form and volunteer callers can enter their call results directly into the online form. Once you’ve synced your form to LGL, your call results will automatically be added to your appeal and the constituents’ records.
Step by Step
- Cornell Hillel uses LGL to create discrete segments for calling.
- A Wufoo form allows for easy data entry by any volunteer.
- That form maps to their LGL database so the data flows right in.
Rachel Ossman, Senior Development Associate for Cornell Hillel, sees great benefit in this approach. “Utilizing this process made entering gifts and tracking the progress of the phonathon easy. In addition, by using LGL’s segmentation feature we were more effective in developing our phonathon strategy. Follow-up with pledges was very easy as everything became integrated and eliminated the need to ‘double enter’ things. By creating tags through the mapping we were able to track those people who had wrong numbers, declined to make a gift, or requested more information. Given that we held phonathons in multiple locations, this process ensured that our data was entered back into LGL in a quick and error-free way.”
It’s easy to build Wufoo forms; the possibilities are endless. To see a list of forms that apply well to schools and nonprofits, including a volunteer form, see Wufoo community templates. Also take a look at our how-to article on connecting your Wufoo account to your LGL account.