Contact Card Upsell: Keep Your Donors Connected Without the Spam Risk

At WinRed, we’re always looking for ways to help campaigns and organizations build stronger, lasting relationships with their supporters. That’s why we’re excited to introduce a brand-new feature: the Contact Card Upsell.

What is the Contact Card Upsell?

The Contact Card Upsell allows donors to download a digital contact card for your organization directly to their phones. This means that when you reach out via text or phone call, your name and number will be recognized instantly—reducing the chances of being flagged as spam.

Why It Matters

Today’s donors are more connected than ever, but they’re also more cautious. Unknown numbers often get ignored or blocked, which can create missed opportunities for engagement. By encouraging donors to save your organization as a trusted contact, you increase the likelihood that future outreach will be seen, answered, and acted upon.

How It Works

• Mobile-Only Visibility: The upsell is designed for mobile users, where saving contacts is most impactful.
• Seamless Flow: If a donor is on desktop, they’ll simply skip this upsell and move on to the next step in your upsell flow or pathway—ensuring no interruption in their giving journey.
• Quick & Easy: In just a tap, supporters can add your organization’s official contact information to their phone, ensuring all future calls and texts display your name.
• Customizable Targeting: Using Upsell Pathways, campaigns can filter and decide exactly which donors see the Contact Card Upsell. For example, you might show it only to donors who have opted into SMS or provided a mobile number, while skipping high-dollar donors or others better suited for different upsells.

The Benefits

• Increase Deliverability: Protect your calls and texts from being marked as spam.
  
• Build Trust: Give donors confidence by showing up as a trusted, recognized contact.
• Boost Engagement: Make it easier for supporters to recognize your outreach and respond.
• Track New Leads: WinRed automatically creates a lead when a donor clicks and downloads your contact card—helping campaigns identify these donors.
  
• Smart Targeting with Pathways: Use upsell pathway filters to deliver the Contact Card Upsell to the right supporters (e.g., SMS-opted-in donors or those who have provided their mobile numbers), while skipping segments like high-dollar donors where another upsell may be more strategic.

The Contact Card Upsell is another way WinRed is helping campaigns maximize every donor touchpoint. By turning simple interactions into opportunities to strengthen trust, you’ll keep your organization top of mind—and out of the spam folder.

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