Engage donors and volunteers with Constituent marketing journeys

Article
12/12/2023

Constituent marketing journeys, part of Microsoft Cloud for Nonprofit, uses the Dynamics 365 Customer Insights Nonprofit Common Data Model. Constituent marketing journeys help you engage donors, volunteers, and beneficiaries through marketing.

Key capabilities of marketing journeys

Segment donors based on donation information: Use prebuilt donor segments based on your fundraising system donation data, such as brand new donors, donors who have never made a recurring gift, and lapsed donors. Suppression lists help you exclude donors who gave in the last 30/60/90 days.
Segment volunteers based on their engagement: Prebuilt volunteer segments are based on your volunteer management system data. This data can include volunteer participation, volunteer preferences and qualifications, and lapsed volunteers.
Bring donors and volunteers along curated journeys: Create custom journeys for donors and volunteers and take advantage of prebuilt nonprofit journeys, such as the donor welcome series and the volunteer welcome series.
Engage lapsed donors and volunteers: Use prebuilt journeys for new donors, lapsed donors, and volunteers to automate outreach to these segments. Then, constituents automatically enter these journeys when they haven't given or engaged for a while.
Quickly get started with nonprofit-specific email templates: Constituent marketing journeys provide five nonprofit-specific email templates with design and content ideas, such as donor thank you emails, newsletters, and recurring gift asks.

For more information about using Dynamics 365 Customer Insights, see Help resources for Dynamics 365 Customer Insights.

Set up the Nonprofit Common Data Model

Synchronize Nonprofit Common Data Model entities with Dynamics 365 Customer Insights using the steps on Dataset configuration.
Enable these entities from the Nonprofit Common Data Model:
- Participation (msnfp_participation)
- Transaction (msnfp_transaction)

Dynamics 365 Customer Insights allows you to synch any custom entity in your environment. Repeat these steps to enable other entities that help you to reach your constituents with personalized content.

Engage donors

Use these Constituent marketing journeys segments, suppression lists, email templates, and real-time journeys to engage donors.

Donor segments

Donation given today
Donor who has never given recurring gift
Donor who has not given in the last year

Donor suppression lists

Donors who donated in the last 30 days
Donors who donated in the last 60 days
Major donor

Real-time marketing email templates for donors

Thank you (one-time donation)
Welcome
Campaign
Newsletter
Recurring gift ask

Real-time journey templates for donors

Donors welcome series
Thank a donor
Giving Tuesday campaign
Lapsed donor journey (one year since last donation)

Engage volunteers

Use these Constituent marketing journeys segments, suppression lists, email templates, and real-time journeys to engage volunteers.

Volunteer segments

Volunteer participation thank-you letter
Last volunteer participation is greater than six months
Last volunteer participation is greater than one year

Real-time marketing email templates for volunteers

Volunteer interest
Welcome
Newsletter

Real-time journey templates for volunteers

Volunteer welcome series
Lapsed volunteer journey (six months since last volunteering)

Create your own real-time journeys

Every nonprofit has a unique set of needs and engages their constituents in different ways. Dynamics 365 Customer Insights makes it easy to create your own real-time journeys for your organization. For steps, go to Create a segment-based journey.