Julep Cheat Sheet
Donor Analytics 101
Smarter Fundraising Starts with Smarter Data
Make every donor interaction more meaningful.
This quick-reference guide breaks down key types of donor data, such as segmentation, behavior tracking, predictive modeling, and more, to help you personalize outreach, increase retention, and grow giving. Whether you're a seasoned fundraiser or just getting started with donor analytics, this cheat sheet is your go-to tool for data-driven success.
Identify high-value and at-risk donors
Track behavior to send timely, relevant messages
Use predictive insights to plan your next move
Keep it simple with visual dashboards and CRM tips
