How to Act on Your Weekly Nudges List

Learn how to convert the Weekly Nudges list into concrete outreach actions, including how to prioritize constituents, log follow-up activities, and personalize outreach based on recommendation categories.

Use this guide weekly to operationalize your Weekly Nudges list, turning AI-powered insights into real donor stewardship and cultivation activities.

Getting Started with Your Nudges List

1. Navigate to Donor Insights > Weekly Nudges.
2. Review the entire ranked list, noting constituents marked NEW.
3. Assess time availability—decide how many constituents you can reach out to this week.
4. Focus on the top 5-10 constituents for immediate outreach.

Weekly Nudges list with priority ranking

Prioritizing Your Outreach

The Nudges list is already ranked by AI, but you may further prioritize based on your context:

Tier 1 (Urgent): High Giving Score (70+) + High Engagement Score (70+) + NEW badge. These are warm, immediate prospects.

Tier 2 (Important): High Giving Score with high engagement, but not new to the category. Still strong opportunities.

Tier 3 (Maintain): Lapsed Donors or declining gift trends. Important for retention but less immediately urgent.

Adjust tiers based on your organization's current priorities (e.g., if you're running a capital campaign, prioritize major gift prospects; if retention is the focus, prioritize lapsed donors).

Clicking a Constituent Name

To access detailed information about a constituent and plan outreach:

1. Click on a constituent's name in the Nudges list.
2. A detailed profile panel opens showing:

• Full contact information (email, phone).
• Complete giving history and transaction list.
• Engagement timeline (event attendance, email opens).
• Recommendation category and score explanation.
• Notes from previous interactions.

1. Review this information to personalize your outreach approach.

Planning Your Outreach Approach

Based on the constituent's profile and recommendation category, tailor your outreach:

For Lapsed Donor Re-Engagement: Prepare a personal phone call or video message reconnecting with them. Reference their past support and recent organization developments.

For Near Lapsed Member: Send a membership renewal notice with a compelling impact story and renewal incentive.

For Higher-than-Average Gift Size: Schedule a meeting to discuss a major gift opportunity or leadership role.

For Increased Gift Size: Thank them warmly and use this conversation to understand what's driving their increased commitment.

For Decreased Gift Size: Reach out with a gentle check-in—listen first to understand any concerns or life changes.

Using Engagement Insights for Outreach

The constituent profile shows their preferred engagement channels. Use this to contact them effectively:

• If email open rate is high, consider email-first outreach.
• If event attendance is strong, invite them to upcoming events.
• If social media engagement is active, consider using LinkedIn or Facebook for a personalized message.
• If website visits are frequent, send targeted content updates.

Tracking Campaign Results

After a week of outreach, review your results:

1. Note which constituents responded positively.
2. Log outcomes in their profiles.
3. Identify patterns (which categories responded best to which approaches).
4. Adjust your strategy for the following week based on results.

Over time, this data helps you refine your approach and improves the effectiveness of future Nudges recommendations.

Pro Tips

• Set aside time on a specific day each week (e.g., every Monday) to work through your Nudges list systematically.
• Share your Nudges list with the full development team to coordinate efforts and prevent duplicate outreach.
• Use Nudges scores to brief executive leadership on priority donors and upcoming asks.
• Leverage the constituent profile to personalize your opening line—reference a past conversation or recent gift.

Common Mistakes

• Treating all Nudges equally—focus on high-score constituents first.
• Forgetting to log activities—this creates blind spots for your team and weakens future AI recommendations.
• Outreach that ignores the recommendation category (e.g., asking for a major gift from a lapsed donor without re-engaging first).