Nonprofit scenario: Marketing campaign planning and design
Available with: Microsoft 365 Copilot Scenario level:
KPIs impacted
Program impact
Fundraising efficiency
Value benefit
Cost savings
Employee experience
Using Copilot to marketing campaign planning and design
1. Analyze and forecast trends
Analyze donation trends and forecast the best times to approach donors. Segment donors based on their giving history, frequency, and amount.
Copilot in Excel
Example prompt: Create a table of donations by month.
2. Develop visual insights
Visualize average funding amounts and suggest the ideal donation request amounts based on past donor behavior and demographic data.
Copilot in Excel
Example prompt: Use historical donor data to generate a line graph for donation amounts over time.
3. Create an email nurture campaign
Use Copilot in Outlook to draft tailored emails to potential donors that request the identified ideal donation amount.
Copilot in Outlook
Example prompt: Draft an email that will be sent to [potential donor’s name], outlining the new campaign and including the benefits of the campaign and benefits for the donor using the /[marketing campaign plan.docx].
4. Conduct market research
Gather valuable information about potential donors who you may not have a pre-existing relationship with, including their funding preferences and behaviors.
Business Chat1
Example prompt: Identify potential donors who have shown a propensity to fund programs or causes similar to those of our nonprofit organization. Provide insights into their giving patterns, preferences, and any relevant demographic information.
5. Develop a social media campaign
Create tailored social posts to publish on each of your communication channels to drive engagement with potential donors.
Business Chat2
Example prompt: Create six social media posts based on /[market research document]. The posts should highlight key insights and trends relevant to our nonprofit’s mission and programs. Each post should be engaging, informative, and tailored to our target audience.
6. Adapt in real time
Evaluate reception to campaign and prompt Copilot to revise messaging according to relevant developments.
Business Chat2
Example prompt: Revise these social media posts to incorporate new developments in the area, including.
1Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2Access Business Chat at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
3Copilot agents allow Microsoft 365 Copilot to access your organization-specific apps. In the past, this would have required an API call to get data from a system of record. The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.
The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.
