Caritas Switzerland relies on digital donation receipts

It is exemplary in every respect to move away from sending letters alone and go digital here too. But be careful: the opportunity of digitalization also presents challenges.

As part of financial administration, this additional service is a service that is offered to donors and therefore requires smooth technical implementation.

 

The requirement for the solution was that it should combine both technological excellence and user-friendliness. The focus was on developing a digital donation receipt that complies with legal requirements and is easy for donors to use. Integration into existing systems and automation of the process were prioritized in order to reduce administrative effort and increase efficiency.

Another important component was the personalization of the certificates by using data from CRM systems, which strengthens donor loyalty. To increase flexibility, a hybrid model was developed that enables both digital and traditional certificates. In addition, secure authentication processes and compliance with data protection regulations ensure that data is protected and legal requirements are met. This resulted in a future-proof, efficient solution that was tackled step by step.

 

As a strategic partner, getunik supported Caritas step by step in the implementation and dispatch of the first version of the digital donation receipt. In this case, the procedure included the entire technical setup.

 

Because digital donation receipts are a service for donors, it was important to focus on the user experience, among other things, during implementation. This means that it was essential to develop a setup that is comprehensible and intuitive on both desktop and mobile devices. A smooth and therefore promising approach was ensured, in which emails and landing pages are coordinated and complement each other. Supporters were given the opportunity to access the digital donation receipts via a download link.

 

In the technical setup, it is important that certain requirements are met with regard to the data used. For example, the donation receipt must only be visible to the person concerned. Last but not least, the data must be 100 percent correct.

 

The implementation and the first dispatch of the digital donation receipt from Caritas Switzerland went smoothly. Both provided valuable insights. We now need to build on these promising results and identify and exploit potential.

The first dispatch of the digital donation receipt has been evaluated and the first important insights have been gained. This is reflected in very concrete figures. Different target groups were tested, for example general donors vs. disaster relief donors.

Thanks to the evaluation, it is clear that supporters have a particularly high level of acceptance for digital donation receipts. This result can be built on in the future. Negative feedback from donors was also very limited.

Tracking the campaigns is essential in order to determine where further optimization makes sense. This makes it even easier to understand donation behaviour and further optimize it in the future.

These findings give Caritas Switzerland the opportunity to continuously improve the digital donation receipt service and to meet the needs of donors to an even greater extent.

We are looking forward to further developments … to be continued!