Have you ever hosted an amazing event, only to realize you didn't collect all of the contact information you'd need to successfully follow up with supporters?
(It happens to the best of us) 😅
This misstep can be fixable... even after the fact.
Our team members, Chris Boyette and Jennifer Cole recently shared some great strategies for recouping that missing data post-event on Handbid's "Elevate Your Event" podcast.
Check out this sneak peek 👀
Or, find the full episode on your favorite podcast platform.
#nonprofits#events#podcast
When you go into or you have a new charity client that comes on board, I mean, how, how accurate is it? Are you kind of mostly starting with contact information, like you don't have an accurate address or you have an incomplete address or you have an old phone number or are you starting there? Are you finding that that's mostly OK and now you're kind of diving deeper into like their their activity or their history? It's it's all across the board to be honest with you. I mean a lot of times like if you you're speaking to advance, a lot of times the data you don't, they don't really think about the data. Initially they're thinking about the big event that they're doing and then when it comes around to inviting them, now you think about the data, you know, so right. You wanna basically depending on what channel they're wanting to communicate with these people on, whether they're in the database or not. We can help them identify the right people to focus on down the channel that they want to look at or to communicate with them on. And I mean it's across the board. I mean if they have a database and you know. Well, typically. Help them understand what we can update and then and then they can pick and choose what they want to clean up. So are you you can connect to various CRM's and pull this data or are they just sending you you know spreadsheets of data or how does that work? It's, it's a pretty much they would take an export of their data and then submit it to us through our FTP, secure FTP folder. And then we pick it up and then run it through our analysis and then provide them with a report and say you know if they have 10,000 records, we're going to go through each one of them. Say out of all these 10,000, here's X number that we confirm have good addresses, here's how many. Weekend update. Same for cell phone landline. Emails that birth deceased and so it you know it, it gives them a complete picture of the accuracy of their data and if they're planning to e-mail or you know. Call all these people, then if they see that there's a big gap of missing numbers, we can help update those or, you know, make sure that those addresses are going to the right places. You know, so that the people they want to invite are actually they know about the event that it's coming. But I wanted to add on because I do think that like a lot of times, especially with events, people are capturing just e-mail addresses sometimes. And so we have a lot of clients that are like. We hosted a band and we've got you know 5000 e-mail addresses and nothing else because that's all they captured at the event. And so I just wanted to throw it out because a lot of clients don't know what to do. They obviously want to follow up, but they don't have the data now. And so something that Chris and I will help clients with is they come to us with that list of e-mail addresses and we could do a reverse e-mail append. So then we are providing them with a name and a mailing address for those individuals and so then that way if they do. Want to send out a direct mail piece or or maybe if they then want to look for cell phone numbers or anything like that, we can kind of then help them get more information and append that to just the e-mail address that they had. And the same thing with phone numbers. A lot of times they might just collect a phone number or an e-mail, you know what I mean? And so we can kind of reverse that and help them get some more information. That way they can begin to, you know, follow up and communicate with them after that as well.