Marketing Effort Metric Reports for Telefund

Where is it?

Link to Report:

http://businessintelligence.dsc.umich.edu/BOE/OpenDocument/opendoc/openDocument.jsp?sIDType=CUID&iDocID=ATkMJ90IJDZKpiYF0nt74rk

BusinessObjects Folder Path: Public Folders/UM-Maintained/Development/DART Development Reports by Category/Annual Giving/

​​​​​What does it do?

This Report

This report is designed to pull results and performance metrics by marketing effort for given telefund efforts.

Why use this report?

Use this report to measure and compare the effectiveness of your telefund marketing efforts by campaign. The per‑effort view helps marketing, communications, and advancement teams identify top‑performing messages and audiences, optimize content and timing, prioritize follow‑ups, and demonstrate campaign ROI.

How to use this report?

Scheduling

Please refer to this article for more information on scheduling reports: https//teamdynamix.umich.edu/TDClient/83/Portal/KB/ArticleDet?ID=7265

Running the Report Directly

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Click the highlighted icon to bring up the user prompts.

If the report is taking too long to run, schedule the report (see above).

Prompts

You then need to set the prompts. (Prompts act as questions that help you to customize the information in a report to suit your own needs!)

Below are the available prompts (with explanation) —

Selected Appeals (Required)

Answer the following prompt to filter the results to the applicable appeals. It is recommended to use both UAG and Unit Appeals to ensure a full data set

  • Enter value(s) for Selected Appeals

    • You may select one or more appeals

    • E.g., UAG

Enter First Day of Fiscal Year/Enter Last Day of Fiscal Year (Required)

Answer the following prompt to select a date range in order to limit the appeal search to certain fiscal years

  • Enter value for First Day of Fiscal Year and Last Day of Fiscal Year

    • You may select one day for the First and Last Day of Fiscal Year

Segment Business Unit (Required)

Answer the following prompt to filter the results to only the Marketing Efforts where the business unit selected is attached, as well as any Marketing Effort where the selected business unit received credit for a gift

  • Enter value for Segment Business Unit

    • You may select one business unit

    • E.g., Alumni Relations

Enter Revenue Date Start/Revenue Date End (Optional)

Answer the following prompt to select a date range in order to limit the Revenue and Donor counts

  • Enter value for the Start and End Revenue Date

    • You may select one day for the First and Last Day of Fiscal Year

Report Tabs

There are 4 report tabs:

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  • Marketing Effort Summary

    • Provides a summary of the ME's based on the Appeal(s) selected in the Query Prompts along with their Segment Totals. Includes all gifts EXCEPT matching gifts.

  • Marketing Effort Gifts

    • Lists the Gift/Payments associated with the Appeal(s) / Business Unit(s) selected. Includes all gift types EXCEPT matching gifts.

  • ME Summary-Matching Gifts

    • Provides a summary of the ME's based on the Appeal(s) selected in the Query Prompts along with their Segment Totals. Includes ONLY matching gifts.

  • ME Gifts-Matching Gifts

    • Lists the Gift/Payments associated with the Appeal(s) / Business Unit(s) selected. Includes ONLY matching gifts.

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