DRM Checklist

Here’s the good news – if you’ve got access to Marketing Hub, you’ve already been set up with Donor Relationship Manager (DRM). But, there are a few things worth thinking about:

• Do you have dedicated staff, or time, to monitor and update your donor details, including manual donations?
• What process have you got in place, or should you have in place, to thank donors for their support – particularly significant donations you can see in DRM?