This is lesson thirty-eight. This is towards one of our missions. Education. You’ll learn everything about marketing - from the basics to the most advanced strategies - for free, thanks to VellumWorks.

Collecting data is easy.
Using it well is the hard part.

Data collection and analysis are the processes that turn raw information into insight, and insight into better decisions. For charities, this isn’t about dashboards or vanity metrics.

It’s about understanding people, improving experiences, and protecting trust.

Without analysis, data is just noise.
Without good collection, analysis is misleading.

What Is Data Collection?

Data collection is the process of gathering information in a structured, intentional way to answer specific questions.

Data can come from:

  • supporters

  • donors

  • volunteers

  • beneficiaries

  • digital behaviour

  • external sources

The keyword is intentional.
Collecting data “just in case” leads to clutter, risk, and confusion.

Good data collection starts with a question - not a tool.

Types of Data You Collect

1. Quantitative Data (Numbers)

This tells you what is happening and how often.

Examples:

  • donation amounts

  • conversion rates

  • email opens and clicks

  • retention rates

  • attendance numbers

  • response times

Strengths:

  • scalable

  • comparable

  • trackable over time

Limitations:

  • rarely explains why

2. Qualitative Data (Meaning)

This tells you why things happen and how people feel.

Examples:

  • open-ended survey responses

  • interview notes

  • feedback emails

  • comments and complaints

  • stories and testimonials

Strengths:

  • depth

  • emotional insight

  • language discovery

Limitations:

  • smaller samples

  • requires interpretation

The strongest insights come from combining both.

Structured vs Unstructured Data

Structured Data

  • spreadsheets

  • survey responses

  • databases

  • CRM fields

Easy to analyse, but limited in nuance.

Unstructured Data

  • free-text responses

  • emails

  • interviews

  • social comments

Richer, but requires thoughtful analysis.

Charities often ignore unstructured data, even though it’s where the most valuable insight lives.

Ethical Data Collection (Non-Negotiable)

Because charities work with trust, vulnerability, and sensitive contexts, ethics matter more than optimisation.

Always ensure:

  • clear consent

  • transparency about purpose

  • data minimisation (only collect what you need)

  • secure storage

  • respectful language

  • the ability to opt out

Ask yourself:

Would I feel comfortable if this data were about me?

If the answer is no, don’t collect it.

What Is Data Analysis?

Data analysis is the process of:

  • cleaning data

  • organising it

  • identifying patterns

  • interpreting meaning

  • drawing conclusions

  • informing decisions

Analysis turns:

  • numbers → insight

  • feedback → themes

  • behaviour → understanding

The goal is clarity, not complexity.

Quantitative Analysis (Making Sense of Numbers)

Key techniques include:

Descriptive Analysis

What’s happening right now?

  • totals

  • averages

  • percentages

  • trends over time

Example:

  • donation volume by month

  • retention rate year-on-year

Comparative Analysis

How do things differ?

  • campaign A vs campaign B

  • new supporters vs existing

  • email subject lines

  • before vs after changes

Trend Analysis

What’s changing over time?

  • growth or decline

  • seasonal patterns

  • long-term shifts

Trend > snapshot.

Qualitative Analysis (Making Sense of Meaning)

This is where many organisations struggle, but it’s also where insight lives.

Thematic Analysis

Group feedback into themes.

Example themes:

  • confusion

  • trust

  • gratitude

  • frustration

  • motivation

Count how often themes appear, but don’t ignore emotional weight.

Language Analysis

Pay attention to:

  • words people repeat

  • emotional phrases

  • metaphors

  • hesitations

This language should feed directly into:

  • messaging

  • content

  • donation pages

  • FAQs

Use people’s words. Not internal jargon.

Common Analysis Mistakes

  • chasing vanity metrics

  • ignoring small but consistent signals

  • analysing without context

  • confirmation bias (“seeing what you want to see”)

  • collecting more data instead of acting

  • reporting without deciding

Insight without action is wasted effort.

From Insight to Action (The Critical Step)

After analysis, always answer:

  1. What did we learn?

  2. What surprised us?

  3. What assumption was wrong?

  4. What decision does this inform?

  5. What will we change now?

Then communicate: “You said X. We changed Y.”

This closes the trust loop.

A Simple Data Workflow for Charities

You don’t need sophistication, you need consistency.

A healthy loop:

  1. Ask a clear question

  2. Collect only relevant data

  3. Analyse simply

  4. Decide one action

  5. Implement

  6. Review impact

Repeat.

Data Analysis Is a Skill, Not a Tool

Dashboards don’t create insight.
People do.

The most valuable analysts:

  • understand context

  • ask better questions

  • listen carefully

  • combine data with empathy

  • resist over-confidence

Data should inform judgment, not replace it.

10-Minute Exercise: Analyse One Thing Properly

Pick one dataset you already have:

  • a survey

  • email analytics

  • donation data

  • feedback emails

Ask:

  • What’s the main pattern?

  • What does it not explain?

  • What’s one change we can test?

Make one improvement this week.

That’s real analysis.

Why is this important to know?

Data doesn’t make decisions, people do.

Understanding how to collect and analyse data properly helps charities avoid assumptions, respect the people they serve, and make decisions that are evidence-based, ethical, and effective.

When data is handled well, it strengthens trust instead of eroding it.

At VellumWorks, we believe knowledge should be free. That’s why this series will guide you, step by step, through everything from the basics to the most advanced strategies in marketing: no jargon, no gatekeeping, just education that empowers.

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