Fundraising ROI Worksheet

  Key metrics to track your direct mail campaigns and measure results

Download the worksheet

Direct mail is one of the most effective marketing strategies, particularly for fundraising. However, it can also be one of the most expensive. That’s why it is important to measure your results! 

Tracking your direct mail programs doesn’t have to be complicated. You don’t need fancy software or additional resources. The key is to ensure that your development team understands the importance of tracking your results and does it consistently. 

Shawmut's ROI worksheet

To make it easier we’ve created this interactive worksheet that you can use with each of your campaigns (and better yet segments within your campaigns if you’re personalizing direct mail). Simply enter your results and use this information to determine the financial impact of your campaigns and learn how to improve them in the future. 

You can also use this same format to track direct mail test results. Simply enter one segment as your control group and the other as your test. Just remember to only change one variable within your test to ensure you can accurately measure the change.  

We recommend using Adobe Acrobat Reader to open and interact with this worksheet.

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