Guest post by Mogli

Donating to a nonprofit or school is a highly personal experience. It’s not just about giving some money and walking away. Donors want to make an impact with their funding, but they also want to be a part of your community. By donating, they’re saying “I want to take an active part in furthering your cause.” But if you don’t invest in finding out how they want to take part, you risk losing their involvement and future donations.

That’s why asking donors for feedback is so important. Whether you want to engage parents in school fundraising or learn more about your nonprofit’s new donors, sending out a survey is the perfect answer. We’ll cover four strategies you can use to craft effective, engaging surveys for your donors:

1. Write questions based on your goals

2. Use a variety of survey formats

3. Leverage automation tools

4. Segment donors to ensure surveys are relevant

As we explore these strategies, we’ll also discuss technologies like your donor database and SMS marketing apps that can help you make the most of them. Let’s get started!

1. Write questions based on your goals

The first step in creating surveys that resonate with donors and provide actionable feedback is to set clear goals. Before you start designing a survey, think about what you want it to accomplish for your organization. Common survey goals include:

• Boosting donor retention. Double the Donation’s donor retention guide explains that asking donors for feedback shows that you value their opinions and helps you build lasting relationships. If your goal is to retain donors, ask them if they enjoyed recent fundraising events, how you could better meet their needs, or what types of programs or campaigns they’d like to see in the future.

• Learning donor preferences. Surveys are an easy and efficient way to collect data about your supporters’ personal interests and preferences. Ask how they’d prefer to be contacted, what their charitable interests are, and why they joined your community in the first place. This information helps you segment donors and tailor your fundraising appeals to their interests.

• Improving your fundraisers or programs. If you want to host better fundraisers or launch more impactful programs, who better to gather ideas from than the donors who participate? To improve your school fundraisers, for example, you might ask what type of event parents want to attend or if they’d prefer selling products (like cookie dough) with their children to raise money. Or, ask recurring donors for feedback on your monthly giving program to improve its appeal.

These goals aren’t mutually exclusive—you may be able to accomplish all three with one great survey. However, determining your top priority upfront will help you narrow down your questions and ensure you get the answers that are most important to your goals.

2. Use a variety of survey formats

Remember when you used to fill out surveys on paper? Now, you can send donors virtual surveys via email, social media, and even text message. Different survey formats have distinct benefits and drawbacks, so it’s best to use a variety to make the most of all of them. Plus, this will differentiate your surveys enough to keep donors engaged even if they complete multiple surveys within a short period of time.

For instance, throughout the year you might use a mix of:

• Text surveys: According to Mogli’s text marketing guide, text surveys engage recipients while providing immediate feedback for your organization or school. With the right tools, you can create interactive surveys that take place entirely within donors’ messaging apps. These surveys are quick and easy for donors to complete.

• Email surveys: Your donors are likely used to filling out surveys from businesses via email, so receiving a survey from your organization in their inbox will feel natural. You can use free online tools like SurveyMonkey or Google Forms to create basic surveys and distribute them to donors’ emails. 

• In-person interviews: Surveying individual donors in person takes more time and effort, but it’s one of the best ways to get authentic feedback and strengthen your organization’s relationships. While conducting interviews, be sure to record video or audio or take extensive notes on the donor’s responses. 

Along with varying the format of your surveys, it’s also crucial to vary the type of questions you ask. Include a mix of open-ended, multiple-choice, and short-answer questions so that donors stay engaged throughout the survey and have the opportunity to share more extensive thoughts.

3. Leverage automation tools

There are plenty of technologies out there that you can use to streamline survey creation and management, but one of the most impactful features is automation. Automation tools can save your team time, seamlessly collect and organize answers, and simplify the process for donors. 

You can leverage standalone survey automation tools or automation features within comprehensive text or email marketing software. For example, if you use text marketing software with automated survey capabilities, you can:

• Create simple and complex surveys. With the right tools, you can design surveys that branch off in different directions based on donors’ answers. For example, after asking if a donor enjoyed participating in your school’s latest fundraiser, you could set up different lines of questions for those who say yes and those who say no. This type of automation enhances your surveys’ personalization and can inspire better responses. 

• Automatically send data to your CRM. If you use a text marketing app that integrates with your CRM (such as a Salesforce-native app if you use Salesforce for Nonprofits), donors’ survey responses will automatically flow into the correct profiles in your database. From here, you can easily use this data to guide future communication strategies and fundraising appeals.

• Add surveys to other automated journeys. Say that you set up a string of automated thank-you messages that gets triggered when a supporter donates. With the right tools, a survey can fit seamlessly into that cadence! For example, you might send an initial thank-you text immediately, then a survey about the donation experience the next day.

As you explore your options for survey automation tools, pay attention to features like branched logic surveys and CRM integrations. Look for a tool with an intuitive survey builder that easily allows you to design complex surveys without needing to be a tech expert.

4. Segment donors to ensure surveys are relevant

Finally, all of the strategies we discussed so far can be improved just by segmenting your donors. You know how important it is to send relevant, personalized donor communications to show donors you value them as individuals. 

The same is true for surveys. If a survey is relevant and appealing to the donor who receives it, they’re likely to ignore the request for feedback, or worse—opt out of future messages completely. 

To avoid this, create a variety of donor segments to send different surveys to. This might include sending a survey about volunteer opportunities to all donors who have volunteered in the past, or sending first-time donors a welcome survey designed to learn more about their interests. Use any existing segments in your donor database as a starting point, then don’t be afraid to create new groups as needed.

These strategies can make a big impact on your relationships with donors, but sending the survey is just the beginning. After receiving responses, make sure to thank every donor who took the survey and act on the feedback you receive. If one donor gave you a particularly good idea for your next fundraiser, let them know with a personal thank-you email. Show donors that you take their feedback seriously, and they’re bound to feel closer to your organization.

The preceding post was provided by a guest author unaffiliated with DonationMatch. The views expressed within do not directly reflect the thoughts or opinions of DonationMatch.