Get help with onboarding
Perhaps you’ve never tried assisted onboarding before, or maybe you’re simply looking for a new provider to test. Whatever the reason, there is a wide range of partners who are already confident users of OnlineFundraising.
Assisted onboarding
Assisted onboarding is an umbrella term for all situations in which a donor receives some form of support when setting up a new agreement. This could be over the phone, where the donor completes the process by confirming with a swipe in the MobilePay app. It could be at the doorstep, where the new member receives an SMS with a link to a form in which they can enter their national ID number and bank details. Or it could be on the street, where the donor enters their own details while the staff member’s data is captured in the background.
Each form of assisted onboarding has its own advantages and disadvantages. That’s why it often makes sense to use different elements for different purposes — just like any well-equipped toolbox.
Telemarketing
Phoners can:
- Create new recurring payments or memberships
- Win back inactive payment agreements
- Upgrade amounts or frequencies on recurring payments or memberships
Here, you can choose from a wide range of partners:
Door2Door
A relatively new approach to assisted onboarding is door-to-door fundraising, where the campaign representative knocks on the donor’s door and has the conversation there. This method has shown strong results, with high levels of satisfaction and retention among both donors and campaign staff.
In this area, OnlineFundraising works closely with FundraisingPartner, continuously optimising the donor journey together.
Face2Face
Street fundraising can also benefit from using the Onboarding module to register new members. It ensures a consistent data flow and at the same time supports smooth collaboration between you and the agency.