🤔 What Are Donor Tiers?
With Donor Tiers, you can categorize your advocates into different tiers based on their giving history to your organization, their capacity of giving, and other criteria.
Donor tiers allow you to customize the donor experience through options like:
- Customizing their donation workflow
- Notifying your development team when major or mid-level donors take action
- Tailoring your in-platform donation asks based on the advocate’s capacity for giving
- Providing a customized message ask
- Tagging the advocate to trigger other AdvocacyAI in-platform workflows like adding them to audiences or automating journeys.
💰 Donation Match Criteria
You can categorize donors into tiers based on the following criteria:
- Past Giving to Your Organization: Customize your tiers based on how an advocate has interacted with your fundraising program in the past.
- Giving Capacity: Advocate’s financial ability to give, measured through their wealth, assets, and liabilities.
- Political Giving: Advocate’s past giving history to political candidates or organizations.
- Net Worth Band: total value of an advocate’s assets (cash, investments, real estate) minus liabilities (debt).
⚙️ Let’s Set Up Your Donation Tier
Make sure you are logged into your AdvocacyAI account. On the navigation bar, locate the “Fundraise” section and click on the Tiers tab.
Click the “Add Tier” button to begin.
#1 Set Tier Details
Use the fields below to customize your tier:
- Tier Name: Decide the name of your tier.
- Notification Email: Input an email address if you want a team member to be notified when an advocate is matched to this tier. Leave blank if no notification is needed. Learn how to edit the notification email here.
- Priority: Depending on your setup, an advocate could belong to several tiers. Set a priority number to give a tier a higher weight over others.
#2 Set Up Matching Criteria
Use the fields below to decide which tier your advocate will be assigned to.
- Past Giving to Your Organization: Customize your tiers based on how an advocate has interacted with your fundraising program in the past.
- Minimum lifetime donations
- Minimum number of donations
- Minimum donation average
- Donations within the last x months
- Giving Capacity: Advocate’s financial ability to give, measured through their wealth, assets, and liabilities.
- Minimum capacity
- Maximum capacity
- Political Giving: Advocate’s past giving history to political candidates or organizations.
- Minimum lifetime contribution
- Minimum # of contributions
- Party: Democrat, Republican, Either Democrat or Republican, Both Democrat and Republican
- Net Worth Band: total value of an advocate’s assets (cash, investments, real estate) minus liabilities (debt).
- Minimum net worth
- Maximum net worth
#3 Customize the Matched Tier Workflow
Based on the matching criteria you set up in step #2, you can decide whether your advocate should:
- See a Fundraising Page: Your advocate will be redirected to an AdvocacyAI donation page or your fundraising platform. You can then customize:
- Suggested Ask Range – AdvocacyAI has a built-in algorithm that suggests a donation amount for the advocate. In this step, you can provide a more specific range for this tier.
- Tier-Specific Donation Buttons (AdvocacyAI Donation Pages Only) – Show matched advocates specific donation amounts on the donation page. Leave this field blank to use the donation page’s default options.
- Skip the Fundraising Page: Your advocate will be shown the action’s thank you page or follow-up action. If you specified a notification email in step #1, that email address will be notified of the new advocate match.
Where do I set up the donation page my advocate will see after taking action?
You can set up a follow-up action when you create or edit an action. This is located in the “Finalize and Launch” step where you customize your Action Widget (learn more here).
After an advocate takes action, the Follow-Up Actions section allow you show an AdvocacyAI donation page or redirect them to your existing fundraising platform.
#4 Tag Your Advocate
When an advocate is matched to this donation tier, you can choose a tag that will be auto-applied to their profile.
#5 Personalize the Donation Ask Message
AdvocacyAI donation pages display a donation ask above the donation options. Input a custom ask message in this field to override the donation page’s message:
#6 Save Your Tier
Click the “Create Tier” button to save your progress.
👋 Need More Help?
Reach out to us at help@advocacyai.com and we’ll get you back on track!