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Analytics CRM Data Visualization

Published Date

Posted July 08, 2025
Environment

CRM & Analytics Volunteer Needed: Donor Insights & Campaign Reporting

Project
Remote
Tangelic
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* 3 people have applied to this opportunity

My goal for this Taproot Project is to improve our understanding of donor behavior and optimize our campaigns based on data.

We’re looking for a volunteer to:
-Review donor CSV exports from Zeffy and organize segmentation data
-Build a basic dashboard (Google Sheets, Airtable, or Data Studio) showing key giving patterns
-Analyze drop-off points in recurring giving or campaign performance
-Help create a donor tagging system for use in CRM/email outreach

We’ll provide access to anonymized donor data, segmentation templates, and guidance on what insights are most actionable for our team.

Through working with our organization on this project, the volunteer will help us scale our impact by ensuring we can better track, steward, and retain supporters.

This project will directly improve how we engage donors who fund clean cookstoves, solar energy systems, and women-led entrepreneurship in rural Ghana. Better data = better engagement = bigger impact.

We’re currently using Zeffy as our primary donor platform and have existing donor records already organized within it. Our segmentation tiers are established, and we’re looking to strengthen how we use data within Zeffy to track engagement, giving patterns, and campaign performance.

Our team will provide access to exports, a clear outline of what insights would be most helpful, and weekly guidance via ClickUp or shared docs. The volunteer will have visibility into campaign goals and how these analytics will inform donor outreach strategies moving forward.

Tangelic

Location

Glendale, Arizona

Website

http://www.tangeliclife.org

Member Since

Jul 2024

Completed Taproot Plus Partnerships

0

Organization Mission

Tangelic is a dynamic social impact initiative dedicated to empowering marginalized communities through sustainable energy solutions. We envision a world where access to clean and affordable energy is not a privilege but a fundamental right, driving social and economic development while fostering a healthier planet. Our mission is to spark a global energy revolution, one community at a time. We believe in the transformative power of clean energy to uplift lives, create opportunities, and build a more equitable and sustainable future for all. We work hand-in-hand with local communities, governments, NGOs, and businesses to design and implement innovative solutions that address the unique challenges facing underserved regions. Through our flagship Sunrise Spectrum initiative in Ghana, we are bringing solar power to rural villages, transforming lives by providing access to electricity for homes, schools, and businesses. We are also committed to empowering women and youth through clean cooking solutions, educational programs, and income-generating opportunities. But our vision extends beyond Ghana. We aim to scale our impact across Africa and other underserved regions, leveraging our expertise in renewable energy, community development, and innovative financing to create a lasting legacy of positive change. At Tangelic, we believe that clean energy is not just a technological solution; it's a catalyst for social and economic empowerment. By working together, we can build a brighter future where everyone has the opportunity to thrive.

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