Digital Fundraising Workflow Metrics
This dataset provides detailed, process-level metrics for nonprofit digital fundraising campaigns, including step-by-step workflow tracking, conversion rates, bottleneck identification, and team performance attribution. It enables organizations to optimize campaign effectiveness, streamline digital transformation, and measure impact with actionable insights.
Sample rows
preview · 8 of 60 rows · all 21 columns| campaign_idstring | step_typestring | step_conversion_ratefloat | step_bottleneck_flagboolean | step_statusstring | campaign_namestring | organization_idstring | organization_namestring | campaign_start_datedate | campaign_end_datedate | step_idstring | step_namestring | step_sequenceinteger | responsible_team_member_idstring | responsible_team_member_namestring | step_start_datetimedatetime | step_end_datetimedatetime | step_conversion_countinteger | step_total_countinteger | step_average_duration_secondsfloat | step_notesstring |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CAMP-001 | outreach | 0.2917 | false | completed | Spring Drive 2024 | ORG-101 | HopeWorks Foundation | 2024-03-10 | 2024-05-31 | STEP-001-A | Email Blast #1 | 1 | TM-001 | Alice Johnson | 2024-03-10T09:00:00 | 2024-03-10T11:00:00 | 350 | 1200 | 180 | Strong initial open rate. |
| CAMP-001 | engagement | 0.275 | false | completed | Spring Drive 2024 | ORG-101 | HopeWorks Foundation | 2024-03-10 | 2024-05-31 | STEP-002-A | Social Media Post | 2 | blank | blank | 2024-03-11T10:00:00 | 2024-03-11T12:30:00 | 220 | 800 | 150 | Instagram engagement higher than Facebook. |
| CAMP-001 | conversion | 0.2045 | false | completed | Spring Drive 2024 | ORG-101 | HopeWorks Foundation | 2024-03-10 | 2024-05-31 | STEP-003-A | Donation Page Viewed | 3 | blank | blank | 2024-03-12T13:00:00 | 2024-03-12T13:10:00 | 45 | 220 | 240 | Mobile traffic lower conversion. |
| CAMP-001 | conversion | 0.8222 | false | completed | Spring Drive 2024 | ORG-101 | HopeWorks Foundation | 2024-03-10 | 2024-05-31 | STEP-004-A | Donation Completed | 4 | TM-002 | Ben Martinez | 2024-03-12T13:15:00 | 2024-03-12T13:18:00 | 37 | 45 | 60 | Most donations via credit card. |
| CAMP-001 | follow-up | 0.9459 | false | completed | Spring Drive 2024 | ORG-101 | HopeWorks Foundation | 2024-03-10 | 2024-05-31 | STEP-005-A | Follow-Up Thank You Email | 5 | TM-003 | Chloe Nguyen | 2024-03-13T09:00:00 | 2024-03-13T10:00:00 | 35 | 37 | 120 | High open rate for thank you email. |
| CAMP-002 | outreach | 0.1333 | false | completed | Food for Families | ORG-102 | Feeding Hearts | 2024-04-01 | 2024-04-30 | STEP-001-B | Text Message Outreach | 1 | TM-010 | David Lee | 2024-04-01T08:00:00 | 2024-04-01T08:30:00 | 120 | 900 | 60 | SMS open rate 13%. |
| CAMP-002 | engagement | 0.4167 | false | completed | Food for Families | ORG-102 | Feeding Hearts | 2024-04-01 | 2024-04-30 | STEP-002-B | Landing Page Visit | 2 | blank | blank | 2024-04-01T09:00:00 | 2024-04-01T09:20:00 | 50 | 120 | 90 | Most traffic from SMS. |
| CAMP-002 | conversion | 0.16 | true | completed | Food for Families | ORG-102 | Feeding Hearts | 2024-04-01 | 2024-04-30 | STEP-003-B | Donation Initiated | 3 | blank | blank | 2024-04-01T09:25:00 | 2024-04-01T09:35:00 | 8 | 50 | 180 | Low conversion; payment page load slow. |
| CAMP-002 | conversion | 0.875 | false | completed | Food for Families | ORG-102 | Feeding Hearts | 2024-04-01 | 2024-04-30 | STEP-004-B | Donation Completed | 4 | TM-011 | Elena Romanova | 2024-04-01T09:37:00 | 2024-04-01T09:39:00 | 7 | 8 | 45 | Credit card payment most common. |
| CAMP-003 | outreach | 0.1905 | false | completed | Clean Water Push | ORG-103 | PureStreams | 2024-01-15 | 2024-03-10 | STEP-001-C | Facebook Ad Campaign | 1 | TM-005 | Sara Patel | 2024-01-15T10:00:00 | 2024-01-15T10:45:00 | 400 | 2100 | 120 | Ad CTR was above industry average. |
| CAMP-003 | engagement | 0.45 | false | completed | Clean Water Push | ORG-103 | PureStreams | 2024-01-15 | 2024-03-10 | STEP-002-C | Landing Page Engagement | 2 | TM-006 | Jamal Thomas | 2024-01-15T11:00:00 | 2024-01-15T11:30:00 | 180 | 400 | 210 | High engagement on video content. |
| CAMP-003 | conversion | 0.1389 | true | completed | Clean Water Push | ORG-103 | PureStreams | 2024-01-15 | 2024-03-10 | STEP-003-C | Donation Attempt | 3 | blank | blank | 2024-01-15T12:00:00 | 2024-01-15T12:10:00 | 25 | 180 | 300 | High drop-off at payment – needs review. |
| CAMP-003 | follow-up | 0.96 | false | completed | Clean Water Push | ORG-103 | PureStreams | 2024-01-15 | 2024-03-10 | STEP-004-C | Donation Complete Confirmation | 4 | TM-007 | Liam O'Connor | 2024-01-15T12:15:00 | 2024-01-15T12:20:00 | 24 | 25 | 90 | Thank you message well received. |
| CAMP-004 | outreach | 0.1615 | false | completed | Backpacks for Kids | ORG-104 | KidsFirst Initiative | 2024-02-10 | 2024-03-05 | STEP-001-D | Newsletter Outreach | 1 | TM-012 | Nina Brown | 2024-02-10T09:00:00 | 2024-02-10T10:00:00 | 210 | 1300 | 80 | Newsletter open rate was steady. |
| CAMP-004 | engagement | 0.4048 | false | completed | Backpacks for Kids | ORG-104 | KidsFirst Initiative | 2024-02-10 | 2024-03-05 | STEP-002-D | Facebook Post | 2 | blank | blank | 2024-02-10T11:00:00 | 2024-02-10T11:30:00 | 85 | 210 | 125 | Facebook shares increased reach. |
| CAMP-004 | conversion | 0.1176 | true | completed | Backpacks for Kids | ORG-104 | KidsFirst Initiative | 2024-02-10 | 2024-03-05 | STEP-003-D | Donation Page Accessed | 3 | TM-013 | Oscar Sanchez | 2024-02-10T12:00:00 | 2024-02-10T12:10:00 | 10 | 85 | 400 | Long page load time reported. |
| CAMP-004 | conversion | 0.8 | false | completed | Backpacks for Kids | ORG-104 | KidsFirst Initiative | 2024-02-10 | 2024-03-05 | STEP-004-D | Donation Success | 4 | TM-014 | Priya Anand | 2024-02-10T12:15:00 | 2024-02-10T12:17:00 | 8 | 10 | 55 | Quick payment turnaround. |
| CAMP-005 | outreach | 0.1765 | false | completed | Giving Tuesday | ORG-105 | Global Impact Partners | 2023-11-28 | 2023-12-07 | STEP-001-E | Twitter Announcement | 1 | TM-015 | Maya Kim | 2023-11-28T08:00:00 | 2023-11-28T08:30:00 | 300 | 1700 | 105 | Retweets drove traffic spike. |
| CAMP-005 | engagement | 0.3333 | false | completed | Giving Tuesday | ORG-105 | Global Impact Partners | 2023-11-28 | 2023-12-07 | STEP-002-E | Instagram Story | 2 | blank | blank | 2023-11-28T09:00:00 | 2023-11-28T09:20:00 | 100 | 300 | 160 | Story swipe-ups above average. |
| CAMP-005 | conversion | 0.12 | true | completed | Giving Tuesday | ORG-105 | Global Impact Partners | 2023-11-28 | 2023-12-07 | STEP-003-E | Donation Page Loaded | 3 | blank | blank | 2023-11-28T10:00:00 | 2023-11-28T10:10:00 | 12 | 100 | 350 | High drop-off at payment form. |
What the 60 rows show
from the 60-row sampleConversion (step type) stands out: 12 of its 19 rows have step_
- 20%step_
bottleneck_ flag = true - 0.20median step_
conversion_ rate - 2median step_
sequence - 82.5median step_
conversion_ count - 600median step_
total_ count - 101.4median step_
average_ duration_ seconds
Median 0.20, from 0.06 to 0.96.
- string 11
- integer 3
- float 2
- date 2
- datetime 2
- boolean 1
Columns
21 columns in four groups| column | type | description | example |
|---|---|---|---|
| Text 11 columns | |||
campaign_id | string | Unique identifier for the fundraising campaignunique | CAMP-001 |
campaign_name | string | Name of the fundraising campaign | Spring Drive 2024 |
organization_id | string | Unique identifier for the nonprofit organization running the campaign | ORG-101 |
organization_name | string | Name of the nonprofit organization | HopeWorks Foundation |
step_id | string | Unique identifier for the workflow step within the campaignunique | STEP-001-A |
step_name | string | Name or description of the workflow step (e.g., Email Sent, Donation Page Viewed) | Email Blast #1 |
step_type | string | Type of workflow step (e.g., outreach, engagement, conversion, follow-up)outreach · engagement · conversion · follow-up · other | outreach |
responsible_team_member_id | string | Unique identifier for the team member responsible for this stepoptional | TM-001 |
responsible_team_member_name | string | Name of the team member responsible for this stepoptional | Alice Johnson |
step_status | string | Current status of the workflow steppending · in_progress · completed · failed · skipped | completed |
step_notes | string | Additional notes or observations about this stepoptional | SMS open rate 13%. |
| Numbers 5 columns | |||
step_sequence | integer | Order of the step in the campaign workflow1 or more | 1 |
step_conversion_count | integer | Number of users who successfully completed this step0 or more · optional | 350 |
step_total_count | integer | Total number of users who entered this step0 or more · optional | 1200 |
step_conversion_rate | float | Conversion rate for this step (step_conversion_count / step_total_count)0 to 1 · optional | 0.2917 |
step_average_duration_seconds | float | Average time (in seconds) users spend in this step0 or more · optional | 180 |
| Dates and times 4 columns | |||
campaign_start_date | date | Date when the campaign started | 2024-03-10 |
campaign_end_date | date | Date when the campaign endedoptional | 2024-05-31 |
step_start_datetime | datetime | Timestamp when the workflow step startedoptional | 2024-03-10T09:00:00 |
step_end_datetime | datetime | Timestamp when the workflow step endedoptional | 2024-03-10T11:00:00 |
| True or false 1 column | |||
step_bottleneck_flag | boolean | Indicates if this step is identified as a bottleneck in the workflowoptional | false |
Use it for
A marketing dashboard
The step_
bottleneck_ flag rate, step_ conversion_ rate by step_ type and a breakdown of step_ status. Excel, Power BI or Tableau. Why do 12 of 60 rows have step_
bottleneck_ flag = true? A root-cause class exercise
Hand out the rows and one question. The answer is in the data, not in the brief.
- Campaigns60CAMP-0010.2917outreachCAMP-0020.16conversi…CAMP-0030.1389conversi…
A software demo
Believable campaigns with campaign_
name, organization_ id and organization_ name to fill a screen in front of a buyer.
This dataset60 rows21 columns
Yours1,000 rows21 columns
blueprint · digital-fundraising-workflow-metrics
Behind this dataset
Same schema. As many rows as you need.
These 60 rows came out of a blueprint — 21 columns with generation rules behind each one. Open it in Data Factory to retune a column, add your own, wire in foreign keys, and run it at the size you actually need.
Rules it was built with
- Each row represents a unique fundraising campaign workflow instance.
- Workflow stages include outreach, engagement, donation processing, and reporting.
- Metrics captured: time spent per stage, conversion rate, donor retention, and digital channel performance.
- Data includes remote team involvement and platform interactions per workflow.
- Campaigns must be completed within a 60-day window for inclusion.
- Anonymize donor and staff identity fields for compliance.
Open the blueprint in Data Factory
1 credit per row. Preview 20 rows free. Buy rows for the full run.
- Exports
- CSV, JSON, JSONL, Parquet, SQL, Excel, TSV, XML
- Licence
- yours to use, including commercially
- API slug
- digital-fundraising-workflow-metrics