203: Segmenting Calling Pools

Recorded On: 03/14/2017


Data can be the difference between a good phonathon and a great phonathon. It can help identify who is most likely to respond, which messages resonate, how callers are performing, and what times are best for scheduling shifts. As phonathons continue to be a key driver of annual giving in a rapidly changing and competitive industry, it's essential to use data to develop strategies and inform decisions.

Register now to learn how data-driven segmentation and analytics can improve your phonathon's performance. 

This recording is eligible for 1.25 points of CFRE credit. 


  • Methods for segmenting calling pools and identifying the best prospects
  • Advice for optimizing call assignments and scheduling shifts
  • Guidelines for measuring and analyzing the effectiveness of your calling efforts 
  • Examples that have worked at other institutions
  • And more!

Prefer to pay by check? Complete this form and we'll send you an invoice.

Heather Greig

Senior Director of Development for Annual Giving, University of Florida

Heather Greig is the Senior Director of Development for Annual Giving at the University of Florida, where she leads university-wide direct marketing and leadership annual giving programs. Previously, she served as an Annual Giving Consultant with Bentz Whaley Flessner and as the Director of Annual Fund Marketing & Operations at Georgetown University. She holds a B.A. in English and a B.S. in Journalism from the University of Florida.


On Demand Training
Recorded 03/14/2017
Recorded 03/14/2017