Back to How it WorksHow to Build Stewardship Reports at Scale in Ovrture
Let’s show you how to create stewardship reports at scale for individual donors through a few easy steps.
Transcript
This is Gideon Rosen from the Ovrture team.
Today, let’s show you how to create stewardship reports at scale for individual donors through a few easy steps.
First, ensure that all of your fund data is in Ovrture – either by taking advantage of our open API, integration with Blackbaud, or via Excel. The funds are linked to all of your record data ensuring each donor receives information on the funds they established or supported.
Using the builder table default, set the default stack of content that will be built for each individual record, using a mix of data driven panels and story telling content.
Then, choose the group of donors from the available records. Choose the content panels from the central content library to share general updates.
Click build reports. Then, all the reports for the chosen records are built simultaneously.
Then, you can further personalize individual reports using the WYSIWIG (what you see is what you get editor) to further edit and refine your content.
Share your reports with your donors through an email communication from your team’s email platform.
Be sure to check out the platform analytics so you can check out exactly how your donors engaged with their report.
If you have additional questions about how to build stewardship reports at scale, visit ovrture.com to get in touch. We’d be happy to connect!
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