Test Results: Autonomous Birthday Messages for Donor Engagement

This past week, our team had a great breakthrough while running tests with the autonomous fundraiser. We tested the impact of the autonomous fundraiser independently sending donors in its portfolio a text message with a quick note on their birthdays. These self-written messages were light, kind and didn't ask for a response from the donor.

Birthday messages were sent to 32 donors over a two week period. Results were surprising, inspiring and really exciting. Of the 32 donors who received the messages, 14 responded. Each response was positive, kind and surprisingly engaging, clearly proving that donors are not just open to, but excited about, light and personalized engagement from a VEO.

Responses like “Thank you so much! This is such a great surprise!!” and, ”Wow, I haven’t heard from anyone at the College in over ten years, thank you for the note” were examples of the donors' tone. It quickly became clear that these lightweight, structured touchpoints significantly impacted the donor’s willingness to engage with a VEO and they are areas that we need to build on.

While I’m sure it seems obvious to most frontline fundraisers that sending a personal note on a donor’s birthday is a great way to build a connection, to do this at scale and for thousands of mid-level donors, autonomously, has never been possible before.

I believe these responses prove the potential for a significant shift in overall donor engagement where mid-level donors and smaller donors can now be treated with the kind and personalized attention that only major donors had been given in the past. This level of engagement throughout the donor pyramid is why autonomous fundraising is so important.

Another surprising and exciting set of outcomes of this lightweight engagement were three independent introductions made by the Virtual Engagement Officer to staff members on campus, at the request of donors. These introductions were all directly related to Career Services – a clear area where the VEO can add immediate value at a time in a donor's life where they might need assistance.

These touchpoints are important. A birthday is a known data point and a low-risk introductory point where autonomous fundraisers could universally thrive. This natural introduction touchpoint has the benefit of opening a line of communication between the VEO and the donor. Based on these early results, as long as the communications stay relevant, personalized and impactful, it seems that there are many opportunities to build on these learnings.