Fundraising directors route ad leads to correct call centres

Managing directors in fundraising lose donors when ad leads are misrouted or duplicated, frustrating call-centre partners. Routing and exclusion updates ensure partners get accurate leads for follow-up.

Overview

Misrouted or duplicated ad leads cause frustrated partners and missed donor opportunities for fundraising directors. This workflow routes each lead to the right call-centre, updates exclusion audiences, and aligns ad metadata so partners and staff act on accurate leads and avoid duplicate outreach.

Notable Features

Route leads to correct call-centre
Add leads to exclusion audiences
Enrich leads with ad metadata