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

Previous
Previous

Julep Templates: The Ultimate Donor Thank You Pack

Next
Next

Julep Checklist: Donation Page Optimization