EveryChild

Requirement

Champions Life Academy a fundraising agency run large scale campaigns for their client, EveryChild. Teams of fundraisers with mobile devices and hard copy forms are employed to

deliver face to face pitches and convert customers into sign ups that make monthly pledges to the charity. Fundraisers face the challenge of working in remote territories and operate on the basis of no available network connection. The volumes of fundraisers also increases the probability of inconsistencies in the information supplied and the risk of compromising the data integrity.

Champions required a solution with robust validation and efficient workflow for enabling large volumes of fundraisers to gather details of successful sign ups. Using the mobile devices, information gathered needed to be stored securely for transferring to the CRM system once a connection could be established.
The sign up information gathered needed to be integral for processing by banks and establishing ongoing correspondence with the charity and any other trusted third party source. This was key as it helped to reduce the attrition rates of failures that can occur due to supply of incorrect data.

Delivery

Configure template forms to mirror hard copy forms for direct debit sign ups
Set up forms with checks and validations for enforcing the quality of information gathered
Apply conditional logic to determine eligible fields to display if selected
Ability to quickly register high volumes of fundraisers using system at different periods in the campaign
Mobile devices able gather information in offline and online mode
Online option for handling classic hard copy registrations
Wizard to enable face to face sort code and account number verification
Wizard to enable face to face postal address verification
Define first direct debit payment from the sign up date
Ability for team managers and head office to monitor entire workflow process
Audit trail of activities performed by fundraisers for assuming full responsibilities of actions
Set targets and monitor statistical reports of sales progress
Post processing and preparation of data for transferring to the charity
Securely gather, store and transfer information to the CRM system for processing
Format signed off data for csv output
Secure output and data transfer of sign up information to the charity’s FTP or trusted environment
Dynamic pdfs generation of sign up forms and welcome packs

Outcome

Champions uses DataPhlow for running summer campaigns for gathering new sign ups that has resulted in:

Improved process has reduced some of the laborious tasks e.g. generating welcome packs and digitising hard copy forms for auditing purposes
Streamlined processing of transaction payment date across all sign ups more cost effective
Successful campaign resulting in seven thousand sign ups - renewed campaign run for 2014
Attrition rates drastically reduced
Engaged customers using rich media tools for sharing their sign up experience
Retention rates improved as result of the enhanced customer experience of the whole process
Automatic generation of digital forms provides an audit trail for addressing accounting procedures
Ability to create personalised welcome packs for successful sign ups helps to improve back office operat
Aesthetically appealing form interfaces help to enforce the brand across campaigns