Why select the Category – Activity on every group?
Selecting the Category: Activity on the group will help you work smarter and help you learn more about your business. By filling out this one key item, you can start to learn about:
Customer Mix:
- Total sales and total # of customers by category or activity
- How averages were impacted by your customer mix
- One of the key factors in comparing an average from year to year is evaluating the changes in your Customer Mix. The change in your customer mix could have a bigger impact on your average than a price increase.
It can help you determine if you are focusing on the right groups.:
- The average # of touch points it took to get a customer to sign up by category or activity
- The retention rate by category or activity
- The closing rate by category or activity
Tips:
You may have a lot of groups in My Fundraising Place and you may feel overwhelmed when you think about filling the Category: Activity out for all of your groups. Here are a few suggestions:
- Filling out your Category: Activity for your groups is a great late spring / early summer project!
- Consider limiting the list of groups that you update to the groups that have had a fundraiser in the last 4 years.
- Develop a plan to help you fill out the attributes as you go throughout the year. You could enter the Category: Activity for every new group that gets entered into My Fundraising Place and when an existing group signs up for a fundraiser you could add an additional step in your process to verify that the Category: Activity is filled out prior to booking the fundraiser.