From Donors to Customers: What We’ve Learned About Personalized Marketing


Colleen Cook
President
Blog Overview:
- Why personalization drives loyalty and conversion
- How AI + data enable personalized flows
- Tips for nonprofit, SMB, and higher ed use cases
Great marketing isn’t about volume—it’s about relevance.
Whether you’re asking for a donation, offering a product, or inviting alumni to re-engage, the question is the same: Does this feel like it was made for me?
Why Personalization Works
- In a Salesforce study, 73% of customers expect personalized experiences
- Personalized email subject lines increase open rates by 26% (Campaign Monitor)
- Donors who receive tailored updates are more likely to give again (NextAfter)
What This Looks Like
- A donor receives campaign updates related to a cause they gave to last year
- A prospective client gets a follow-up based on their industry
- An alum sees a scholarship story related to their major
How to Personalize—Even Without Fancy Tech
- Tag and segment your contacts. Group by interest, behavior, or origin.
- Use merge fields smartly. Go beyond names—reference gift history or event attendance.
- Use conditional content. Show different sections of an email based on tag or field.
- Capture preferences. Ask your audience what matters to them.
Let Your Systems Do the Heavy Lifting
AI can help:
- Write emails in your voice
- Suggest next steps based on past actions
- Analyze data and recommend segments
Start where you are. Build from there.
Personalization isn’t about being creepy. It’s about being considerate.
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Let’s get started.
We’re jazzed about the idea of partnering with purpose-driven organizations and people. The first step is getting to know each other and jiving with what wakes you up each morning. Reach out and let’s explore what that looks like.