1 - Sign up for Donorbox Pro, Donorbox Premium, or CRM
Donorbox Pro is your ultimate fundraising on-ramp with lowered platform fees, access to more features, automation, customization, and more.
Donorbox Premium provides all the fundraising power Donorbox is known for, plus exciting perks like your choice of a fundraising coach, dedicated account manager, guided onboarding, and more. Sign up today and start fundraising in 15 minutes.
If you aren't already a Donorbox CRM user, it's easy to sign up for a custom plan. Contact our sales team for more information. Plans start at just $75/month.
2 - Locate Jay AI in your Donorbox account
For CRM users:
Log in to your Donorbox account. On the left side of your screen, scroll to the "Engage" section of your account menu and click "CRM." Once in CRM, you'll see Jay's friendly face waiting to assist you!
For Pro and Premium users:
Log in to your Donorbox account. You will see the light blue button for Jay AI in the bottom center section.
3 - Make your prompt
If you know what you'd like to ask, simply type your prompt into the message bar. You can also select from the provided samples to get started.
4 - Download or visualize your data
For data queries, you have two options:
4.1 Download
Once you have all the information you need, click the "Download CSV" button. Rename the file for easy access later and use it to send segmented email campaigns, mailings, and more.
4.2 - Visualize
If desired, you can easily visualize your data as a bar, pie, or line chart by clicking the corresponding button. If your data isn't graphable, you'll see blank charts in these areas.
5 - Save your copy
After you've generated the copy you need, simply copy and paste it to another document to personalize it to fit your needs.
6 - Summarize your emails in Mail Center
If you're using Jay AI in Donorbox CRM, navigate to Mail Center to have Jay summarize your unread emails and rank them by most urgent or important.
Once in Mail Center, you'll see Jay in the corner prompting you to use this feature. Click it to see your summary and then choose your course of action from there.
4 Tips for Jay AI
Jay is easy to use. But with all things AI, it's important to know these four key tips to get the best responses and make the most of Jay AI.
1. Be specific
The more specific you are, the better your results will be. Think about Jay AI like you would a human assistant. If someone doesn't have all the information they need upfront, they won't be able to give you the best answer to your question.
For example, here are two queries:
- Show me all of my top donors
- Show me all donors who gave over $5,000 in 2023
The second query is more specific and will result in more useful data.
2. Ask for everything you need
Similar to the point above, don't be afraid to ask for all the information you need in your queries.
For example, if you're pulling a list for an email campaign, what's one thing you should ask Jay AI to pull? Email addresses, of course!
Your query could be something like this:
- Give me a list of all donors who gave last month and provide their names, email addresses, and donation amount
Be sure to ask Jay AI for everything you need to make your life easy!
3. Try again
If you don't get the information you need right away, don't fret. Sometimes simply rewording your prompt will do the trick.
Try again with different wording or reorder the things you're looking for. You may not be phrasing your prompt with words Jay AI understands.
4. Always double-check
Nobody's perfect - and this includes AI! Always double-check the information Jay AI pulls against your records to be sure it's correct before making any final decisions.
Conclusion
AI is here to stay - and it's time to use it to fundraise smarter. Whether you're an AI pro or just getting started, Jay AI makes pulling data and copy you need as easy as typing a prompt.
Ready to meet Jay? Contact our sales team to sign up for Donorbox CRM. Take your fundraising to the next level with features designed to make your life easier - like Jay!
For more fundraising tips, check out the rest of our Nonprofit Blog. Subscribe to our newsletter to receive the best of the blog straight to your inbox every month.
Watch this short video to know trending ways AI can be used by nonprofits for nonprofit marketing, storytelling, and donor data management to ease your admin work: