How to Map the Donor Experience

March 22, 2012      Kevin Schulman, Founder, DonorVoice and DVCanvass

The word “mapping” has received a lot of buzz lately.  We’re unclear how much of this is real versus PowerPoint fodder and welcome any feedback on this open question.

Our latest innovation, TouchPoint Mapping, is, as you can see, an actual map using an online platform built exclusively for this purpose and with the non-profit sector in mind.

One way to think about this is our adding a donor perspective to your campaign calendars since as part of building out this enterprise wide, cross department capture of all the donor touchpoints, we also identify those that really drive the relationship – using donor feedback.  This feedback also identifies what we call “pain points” – those experiences that are broken.

(Note: This is not an actual map for Alzheimer’s Association. Click images to enlarge)

More broadly this tool can, for the first time in all likelihood,

 

1) Consolidate all the donor experiences/touchpoints, across all channels,  in one place (online, DM, social)

2) Provide multiple views into the donor experience with the click of a mouse – e.g. lifestage by channel, segment by channel, calendar month by channel.  

3) Represent all touches in the matrix/grid and color coded to represent the type of touch (e.g. email, social media, direct mail, DRTV, phone, in-person, event etc..)

4) Store meta data in each touchpoint including quantitative (e.g. volume sent, spend, cost to fix if broken) and qualitative (e.g. donor feedback) information.

The benefits are numerous,

*Remove redundant touches
*Streamline “overkill” touches to lower cost
*Optimize delivery of key experiences by focusing on them more, delivering them more frequently and across more channels
*Redistribute touches to more evenly time periods – e.g. lifestage, calendar months

 

Meta Data can be stored for each touchpoint simply by double clicking it.