Microsoft Scenario Library Nonprofit Marketing campaign planning, design and localization

Available with: Microsoft 365 Copilot Chat

Nonprofit scenario: Marketing campaign planning, design and localization

Back to Nonprofit Scenarios Download scenario guide

Scenario

Nonprofit organizations can use AI to help develop marketing plans—from analyzing trends and generating creative ideas to creating localized, culturally relevant social media posts.

1. Analyze and forecast trends

Analyze donation trends and forecast the best times to approach donors. Segment donors based on their giving history, frequency, and amount. ​

Excel icon

Copilot in Excel

Sample prompt: Create a table of donations by
month.

2. Develop visual insights

Visualize average funding amounts and suggest the ideal donation request amounts based on past donor behavior and demographic data. ​

Excel icon

Copilot in Excel

Sample prompt: Use historical donor data to generate a line graph for donation amounts ​over time. ​

3. Create an email nurture campaign

Use Copilot in Outlook to draft tailored emails to potential donors that request the identified ideal donation amount. Copilot can help adjust tone and context for each audience—making in-language messaging more engaging and effective.

Outlook icon

Copilot in Outlook

Sample prompt: Draft an email that will be sent to [potential donor’s name], outlining the new campaign and including the benefits of the campaign and benefits for the donor using the
/[marketing campaign plan.docx].

4. Conduct market research

Gather valuable information about potential donors who you may not have a pre-existing relationship with, including their funding preferences and behaviors. ​

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Sample prompt: Identify potential donors who have shown a propensity to fund programs or causes similar to those of our nonprofit organization. Provide insights into their giving patterns, preferences, and any relevant demographic information. ​

5. Develop a social media campaign

Create tailored social posts to publish on each of your communication channels to drive engagement with potential donors. Proactively refine the campaign materials to increase local acceptance and impact.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Sample prompt: Create six social media posts based on /[market research document]. The posts should highlight key insights and trends relevant to our nonprofit’s mission and programs. Each post should be engaging, informative, and tailored to target audience.​

6. Adapt in real time

Evaluate reception to campaign and prompt Copilot to revise messaging according to relevant developments. Copilot Chat can tailor posts and emails for multiple regions, ensuring local relevance and compliance.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Sample prompt: Revise these social media posts
to incorporate new developments in the area,
including.

KPIs

Opportunity to impact key functional area KPIs

How Microsoft Copilot can help improve expense ratios

The administrative expense ratio measures the percentage of an organization’s expenses that are being allocated to administrative costs. This helps measure the direct impact of a charity’s program relative to the cost required to run it to help donors identify high-impact charities.

How Microsoft Copilot can help increase volunteer retention

Measure the organization’s success with reducing attrition and increasing repeat volunteerism.

How Microsoft Copilot can help improve program impact

Define a program’s theory of change, monitoring and evaluation goals, and deliver impact faster.

How Microsoft Copilot can help improve fundraising ROI

Fundraising ROI is the ratio of net funds raised divided by fundraising costs.

1Access Microsoft 365 Copilot Chat at m365copilot.com, or the Microsoft 365 Copilot Chat mobile app and set toggle to “Web”.

2Access Microsoft 365 Copilot Chat at m365copilot.com, the Microsoft 365 Copilot Chat mobile app, or the Microsoft 365 Copilot Chat app in Teams, and set toggle to “Work”.

3AI Agents allow Copilot to access your organization-specific apps. In the past this would have required an API call to get data from a system of record.

The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.