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Campaign Planning

Plan Your Marketing Campaigns with Clarity

Strong campaigns don’t start with ads, they start with strategy. We help NFPs lay the right foundations, so every campaign is focused, measurable, and aligned with your mission.

Why Planning Matters

Services in This Pillar:

Digital Fundraising Strategy

Plan smarter, not harder. A digital fundraising strategy aligns your campaigns with your mission and ensures every dollar and hour invested has impact.

What you’ll get:

  • Workshops to clarify goals, audiences, and priorities

  • Campaign roadmap with calendar, channel mix, and messaging themes

  • Resource and capability mapping (team roles, skills, gaps)

  • Platform and tool audit (CRM, donation, email, etc.)

  • KPI framework with benchmarks and reporting cadence

  • Risks, constraints, and mitigation strategies

  • Final strategy document (comprehensive or sprint summary)

How we work:

  • Discovery – review of internal docs, donor data, and stakeholder interviews

  • Workshops – collaborative sessions to define audiences, offers, and priorities

  • Development – synthesise insights into a roadmap with success measures

  • Handover – present final strategy to your team or board with Q&A

Know your supporters better than ever. We define who your donors are, what motivates them, and how to guide them from awareness to advocacy.

What you’ll get:

  • Persona profiles (2–4 segments) with motivations, barriers, channels, and giving patterns

  • Journey maps across Awareness → Conversion → Retention → Advocacy

  • Identification of friction points and content gaps

  • Quick-win recommendations for improving supporter experience

  • Alignment with our Donor Value Equation (trust, resonance, ease)

How we work:

  • Research – review donor data, campaign results, and optional donor interviews

  • Persona Design – build segments with visuals and narratives

  • Workshops – co-create journeys with your team to map touchpoints and gaps

  • Synthesis – deliver final journey maps and recommendations

See what’s really working. Our audits provide an objective view of your digital channels and past campaigns, highlighting strengths, weaknesses, and opportunities.

What you’ll get:

  • Scorecard across email, social, ads, SEO, website, and donation flow

  • Analysis of 2–4 past campaigns (goals vs outcomes, funnel performance)

  • Benchmarks vs industry and historical data

  • Clear insights on gaps and bottlenecks

  • Prioritised recommendations with quick wins and long-term fixes

How we work:

  • Data Collection – gather reports and access from your platforms

  • Analysis – assess usability, performance, and alignment with goals

  • Insights – benchmark results and highlight the top 3–5 issues

  • Roadmap – provide actionable recommendations in plain language

Send the right message to the right people. We help you organise supporter data into actionable groups for more personal and effective campaigns.

What you’ll get:

  • Custom segmentation model (lifecycle, behaviour, engagement, motivation)

  • CRM tagging framework and data hygiene recommendations

  • Segment-specific messaging tips and campaign ideas

  • Examples of automation triggers and comms flows

How we work:

  • Audit – review your CRM structure, lists, and supporter data

  • Design – build logical segments aligned to fundraising goals

  • Documentation – create a clear reference doc with tables and visuals

  • Handover – provide implementation guidance and optional working session

Give supporters a reason to act. A strong offer turns mission into motivation by uniting urgency, impact, and donor value.

What you’ll get:

  • Workshop to refine your fundraising value proposition

  • Messaging framework covering need, impact, credibility, and urgency

  • Emotional and logical messaging samples (emails, headlines, hooks)

  • Campaign theme or hook to tie everything together

  • Internal rollout guide for teams, board, or ambassadors

How we work:

  • Briefing – understand goals, review past campaigns, gather stories

  • Co-Creation – facilitated workshop to surface impact angles

  • Development – refine into core message and creative hooks

  • Handover – present final offer pack with rationale and samples

Measure what matters. We define KPIs that cut through the noise and give your team clarity on what’s driving success.

What you’ll get:

  • KPI scorecard across campaign, channel, and engagement metrics

  • Clear definitions, benchmarks, and goal-setting models

  • Recommended reporting cadence and templates

  • Dashboard-ready framework for your CRM or analytics tools

How we work:

  • Discovery – review goals, historical data, and measurement gaps

  • Mapping – define relevant KPIs aligned to your objectives

  • Framework – build scorecard, benchmarks, and reporting guides

  • Handover – present metrics pack and train your team on usage

What We Can Help You With

From one-off projects to ongoing partnerships, we deliver across the full marketing mix. Some organisations come to us for a single campaign, others rely on us month after month to manage channels like email, ads, or SEO. Whatever the scope, our role is to bring clarity, creativity, and consistency, helping your nonprofit engage supporters and grow impact.

Digital Fundraising

Strategy

Campaign Creative

Content Production

Email Marketing

Automation

Google Ads Grant

Paid Media

SEO

Donor Journey Mapping

Landing Pages

NFP service participants
Working with Heartburst was a great experience for our team. We were lucky enough to have Nick lead us through a very well thought out design session, Hermes on hand with very prompt updates / fixes, and the end product captured the look and feel that we were hoping for when we started the project. A big thank you to the whole team for all the hard work and collaborative approach.

Daniel Frattaroli — Project Manager, IPS Workforce Development at Orygen

Frequently asked questions

We specialise in nonprofits, charities, and for‑purpose organisations. But we do also offer a number of services for commercial clients as well.

Yes, we can manage standalone campaigns, but we recommend starting with strategy so your spend is effective.

It depends on scope, from a one-off workshop to a 12-month 12 months engagement. We’ll recommend the right path after our first conversation.

Yes, absolutely! We have hybrid working arrangements, so some meetings can be online. Where it’s best to travel, we choose economy fares to maximise value.

As above, yes we can. We have worked with international organisations, and can be flexible with meeting times based on time zone.

Team of NFP web designers

Ready to Grow Your Impact?

Book a free strategy call today and see how Heartburst can help your NFP plan, launch, and scale campaigns that make a difference.