Nonprofit teams · One-week pilot
Prepare donor messages with a clear approval trail
Work from approved impact facts and fictional records. Build a reviewable follow-up queue before connecting a live donor system.
Start with a safe sample
Download the fictional input and acceptance checklist. Use the same material with both finalists. This is a teaching exercise; vendor features and end-to-end integrations have not been tested here.
Step 1
Define who may receive a message
Use the existing fictional donor fixture. Check consent and suppressions before drafting; a donation alone is not a universal marketing permission.
Step 2
Draft from approved facts
Give the tool an impact fact sheet and ask it to flag missing information. Do not infer personal circumstances or invent outcomes.
Step 3
Review the queue
Confirm eligible recipients, duplicates, facts and tone. Assign a reviewer and keep the original record available.
Step 4
Keep delivery separate
Test exports with fictional data. Approve each live handoff and retain a failure log; this kit does not send messages.
What counts as a pass?
- Suppressed and ineligible records stay out of the queue.
- Names and donation facts match the input.
- No invented impact claim or sensitive personal inference appears.
- A named reviewer approves before delivery.
If a critical check fails, keep the current manual process. Record the failed output and correction time. Faster output is useful only when it meets the agreed standard.
Compare actual cost and review time in the trial scorecard. Read how we distinguish research from testing.