The Most Effective Gratavid Strategy

Tips and tricks to get the most out of your video platform

Will Trapp
5 min read
The Most Effective Gratavid Strategy

I’ll be honest; when I started Gratavid almost two years ago, I didn’t know how effective it could be. I knew the tech was cool, and it looked pretty, but I wasn’t sure about the real-world impact. It probably didn’t help that I was brand new to fundraising, stewardship, and sales. Until Gratavid, my career consisted of managing million-dollar marketing budgets for companies like Proctor & Gamble, Walmart, and many other Fortune 500s.

After two years of having a bird’s eye view of all Gratavid campaigns and strategies, there is no doubt that the most effective strategy is thanking a list of contacts with a personalized video. 

Make it personal

I know everyone loves the idea of automation, but the reality is there is no substitute for a genuinely personalized video. Just like your contacts can spot the difference between a printed and hand-written card, they can spot the difference between a generic and personalized video.

You can’t automate relationships; however, you can automate your process. And that’s where Gratavid can help. The Gratavid tasks list makes it easy to upload your list and knock out each video one by one. 

Kerri Naber profile pic

Once we saw a demo of the Gratavid tasks list we were sold. It makes it so easy to record a list of personalized videos. Our donors are so thankful to receive a Gratavid because it makes them feel valued and seen.

Mercy Multiplied logo

Kerri Naber

Mercy Multiplied

Write your contact's name on a piece of paper

If you take the time to personalize a video, you want to do everything you can to make sure your contacts see the video. One of our favorite tricks is to write the contact's name on a piece of paper or whiteboard when you start recording the video.

Name on whiteboard example in email

Notice John's name in our video? Can you tell it's actually written and not an automated text overlay?

Now imagine your name is John. Would you click on the video?

Share a powerful testimonial after your personalized video

Now it's time for the cherry on top. Since we've captured your contact's attention, why not share a generic video that can communicate a bigger message. Luckily, Gratavid makes this easy too.

You can use Gratavid's story feature to add a generic video after your personalized video. The generic video can be a powerful testimonial, a thank you from the board or even a professionally edited video you uploaded. You can even include all 3 videos after your personalized video!

The generic content is shown to each contact; you simply personalize the first thirty seconds to make everyone feel special.

Assign a task list owner

For larger teams, let a stewardship/relations role manage the tasks list for the entire team. They can handle gathering the list of contacts, uploading the list, and then assign tasks to the individual fundraisers.

We’ve been thanked repeatedly for finally giving the stewardship roles a tool to empower the entire team. 

Putting it all together

  1. Make it personal.

  2. Write your contact's name on a piece of paper to boost click-through rate and engagement.

  3. Add a powerful generic video after your personalized video.

  4. Assign a task list owner to empower the team.

Simply put, the organizations that have the most success build strategies around the tasks list. From making it a priority to thank first time donors, personalized follow-ups to prospective families, or simply wishing your top donors a random thank you, there are so many ways you can incorporate personalized video in your strategy.

Watch the video below to see how you would executive these strategies in Gratavid using the tasks list.

It’s not rocket science, people love hearing their own name. It makes them feel like you care and they are a part of your mission. Personalized videos are a meaningful and memorable message that will make you stand out.

Happy thanking!

WRITTEN BY

Will Trapp

Founder & CEO @ Gratavid

Will Trapp is the founder and CEO of Gratavid. Gratavid is a software platform for collecting and sharing personalized videos.

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Ready to stand out with personalized video?

Check out our favorite Gratavid testimonials below, and visit Gratavid.com for examples and to learn more.

Eshon Allen

Gratavid truly helped us reimagine the connections we make between our school community and the donors who make it all possible.

UCLA

Eshon Allen

UCLA

Jenny Johnson

Gratavid has helped take our stewardship to a new level. I can not express enough how much I love this platform.

Ole Miss Foundation

Jenny Johnson

Ole Miss Foundation

Kerri Naber

Our donors are so thankful to receive Gratavids because it communicates that they are a big part of our mission. A personalized video makes them feel valued and seen.

Mercy Multiplied

Kerri Naber

Mercy Multiplied

Zack Huffman

Gratavid is a game changer. Since starting I’ve used it every day.

Teach For America

Zack Huffman

Teach For America

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