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using segmentation to drive value and
learning
ANN
BRAND CONTEXT
clinics appeal – working across teams
• Narrowcast to broadcast
– Meeting needs of core audience
– Finding hooks for new audiences
• Multiple ways into the story
• Introducing direct response and communications
segmentations to each other!
• Improving fundraising integration across
audiences
2010
Individual Giving Targeting Mass & Bangladeshi Communities
Baby Nirob, 10 weeks old suffering from
severe diarrhoea and wheezing with every breath
Acquiring Supporters Existing Supporters
Radio (Bid for spots)
Absolute
Smooth
Premier Christian Radio
Sunrise Radio (Asian
Community radio)
DRTV
Including Bangladeshi stations
Channel S
Channel One
N TV
Outdoor
SE Trains (Bangladeshi areas)
Buses (Bangladeshi areas)
e.g. Tower Hamlets, Leicester,
Luton
Banner
s
Cold Mail
To 300k
Press ads and
Inserts
(Payment by results)
(Inserts media free)
Mailings
Email journey
SMS
Supporter
journeys for
responders
Including legacy
asks
Thank you
Campaigning
ask
Minimum target £300k Stretch target £450k
Shopping centres
Face to face £5 SMS
to buy a brick
Community giving
AMYA Challenge
Asian youth group bucket collections
Pilots – new audiences Existing Supporters
Nursery Challenge
Sponsorship for nursery
children to dress up as what
they want to be
Curry Life
Magazine targeting restaurant
trade
a) Run a curry night b) Put £1 on
the bill c) donate tips for a week
Collections and
House to House
Baking –
Cakes!
Retail
Raffles, Collections,
Tombola
Branch Activity
Tea Parties, Coffee Mornings,
Frog Races!
• Activate 9,000 volunteers
• Collections
• Events
Minimum target £200k Stretch target £350k
Corporate
IKEA
Collections in 3 Stores
Hammerson
6 Collections e.g. Bull Ring
Arsenal
Target supporters, banners
on their website, in match
programme 5th May
Reckitt Benckiser
Gifts in kind to the clinics
e.g. condoms, cleaning
products
Match funding for blogging.
Groupon
Minimum target - Stretch target £50k
PR and Celebs
Myleene Klass Challenge
7 Clinics 7 UK Cities
Helicopter
Campaign highlights
Myleene PR
Reach 10,500,000 (estimated
so far). Including ITV
Lunchtime news, Daily
Mirror, Daily Mail, Hello,
Metro, Woman Magazine
Outdoor results
Radio results
Face to face
Legacy
Pledges
Blogger
Conference
I want to be
Venue
collections
Volunteer trip
PR
Above the line ad
Supporter
Feedback
I just made a
donation after seeing
the excellent report
from Myleene Klass
on the ITV news.
I made a donation,
I lived in the next
village to where
Nirob lives, so this
appeal really
touched my heart.
I saw the
picture of Nirob
on the
envelope, I fell
in love with
him.
House to house
income was up
50% [owing to]
higher profile and
having a specific
theme with a
pamphlet to give
out.
Legacy pipeline – using data to uncover value
• Warm donor audience = core target
– Drip feed in supporter journey inefficient
– Moving beyond pledger status and age
• Data and insight driven approach
• Consistent cycle of identification and cultivation
• Proposition aligned with No Child Born to Die
Legacy pipeline - Our model and approach
Our model and approach
Legacy supporter journey
Cost effective acquisition
Creating opportunities to consider
TM SCRIPT EXTRACT “Our
Chief Executive, Justin Forsyth,
has asked me to call today to find
out what supporters like you think
about gifts in wills. Even if it’s
something you’d never consider
doing, that’s still incredibly useful
for us to know and will help us
communicate with our supporters
about gifts in wills in the most
appropriate way. “
New opportunities
CROSS SELL
Capital appeal thank you
Christmas appeal diary
insert
Children now advert
Optimising conversion
“Leave a life full of possibility
A few years ago you kindly completed a survey for us
about leaving a gift in your will to Save the Children.
We also sent you a guide to leaving a gift to us in
your will, which I hope helped to give you some of the
answers you were looking for.
Creating a will is one of the most important things
anyone can do – it’s the legacy that you leave to the
world. So I’m writing today to make sure that
whenever you’re ready to take the next step, you
have all the information you need to help you update
your will.”
virtual gifts
reinvigorating the goat
PROPENSITY MODELLING
• Classic RFV selections (Recency, Frequency,
Value) get us most of the way there most of the
time
• Can be more sophisticated in our targeting by
bringing in other behavioural and demographic
data
• Propensity model simply tells us:
• Which factors are important
• How important they are
– And avoids the need for 100s of split
segments
THREE MODELS INTO TWO
Mail response
propensity
Email
response
propensity
Expected value
(spend)
Predicted value
of mail
response
Predicted
value of email
response
Variables in the models
Mail model (6) Email model (7)
Wish List recency and frequency Wish List recency and frequency
Age Age
Regular Giving status Regular Giving status
Previous home shopper Previous home shopper
Cash giving recency (excl. Wish List) Previous online Wish List buyer
Cash giving frequency (excl. Wish
List)
Acquisition Source Channel
Sex
Wishlist virtual giving
• Offers a functional benefit
– opportunity to activate non donors
– digital targeting for new audience
• Cost base reduced and targeting improved
– Makes space in annual calendar
– Improves supporter experience
Visit the CharityComms website to view
slides from our past events, see what events
we have coming up and to check out what
else we do.
www.charitycomms.org.uk

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How Save the Children is using segmentation to drive value and learning. Audience first conference, 16 July 2014

  • 1. using segmentation to drive value and learning ANN
  • 3. clinics appeal – working across teams • Narrowcast to broadcast – Meeting needs of core audience – Finding hooks for new audiences • Multiple ways into the story • Introducing direct response and communications segmentations to each other! • Improving fundraising integration across audiences
  • 5. Individual Giving Targeting Mass & Bangladeshi Communities Baby Nirob, 10 weeks old suffering from severe diarrhoea and wheezing with every breath Acquiring Supporters Existing Supporters Radio (Bid for spots) Absolute Smooth Premier Christian Radio Sunrise Radio (Asian Community radio) DRTV Including Bangladeshi stations Channel S Channel One N TV Outdoor SE Trains (Bangladeshi areas) Buses (Bangladeshi areas) e.g. Tower Hamlets, Leicester, Luton Banner s Cold Mail To 300k Press ads and Inserts (Payment by results) (Inserts media free) Mailings Email journey SMS Supporter journeys for responders Including legacy asks Thank you Campaigning ask Minimum target £300k Stretch target £450k Shopping centres Face to face £5 SMS to buy a brick
  • 6. Community giving AMYA Challenge Asian youth group bucket collections Pilots – new audiences Existing Supporters Nursery Challenge Sponsorship for nursery children to dress up as what they want to be Curry Life Magazine targeting restaurant trade a) Run a curry night b) Put £1 on the bill c) donate tips for a week Collections and House to House Baking – Cakes! Retail Raffles, Collections, Tombola Branch Activity Tea Parties, Coffee Mornings, Frog Races! • Activate 9,000 volunteers • Collections • Events Minimum target £200k Stretch target £350k
  • 7. Corporate IKEA Collections in 3 Stores Hammerson 6 Collections e.g. Bull Ring Arsenal Target supporters, banners on their website, in match programme 5th May Reckitt Benckiser Gifts in kind to the clinics e.g. condoms, cleaning products Match funding for blogging. Groupon Minimum target - Stretch target £50k
  • 8. PR and Celebs Myleene Klass Challenge 7 Clinics 7 UK Cities Helicopter
  • 9. Campaign highlights Myleene PR Reach 10,500,000 (estimated so far). Including ITV Lunchtime news, Daily Mirror, Daily Mail, Hello, Metro, Woman Magazine Outdoor results Radio results Face to face Legacy Pledges Blogger Conference I want to be Venue collections Volunteer trip PR Above the line ad Supporter Feedback I just made a donation after seeing the excellent report from Myleene Klass on the ITV news. I made a donation, I lived in the next village to where Nirob lives, so this appeal really touched my heart. I saw the picture of Nirob on the envelope, I fell in love with him. House to house income was up 50% [owing to] higher profile and having a specific theme with a pamphlet to give out.
  • 10. Legacy pipeline – using data to uncover value • Warm donor audience = core target – Drip feed in supporter journey inefficient – Moving beyond pledger status and age • Data and insight driven approach • Consistent cycle of identification and cultivation • Proposition aligned with No Child Born to Die
  • 11. Legacy pipeline - Our model and approach
  • 12. Our model and approach
  • 15. Creating opportunities to consider TM SCRIPT EXTRACT “Our Chief Executive, Justin Forsyth, has asked me to call today to find out what supporters like you think about gifts in wills. Even if it’s something you’d never consider doing, that’s still incredibly useful for us to know and will help us communicate with our supporters about gifts in wills in the most appropriate way. “
  • 16. New opportunities CROSS SELL Capital appeal thank you Christmas appeal diary insert Children now advert
  • 17. Optimising conversion “Leave a life full of possibility A few years ago you kindly completed a survey for us about leaving a gift in your will to Save the Children. We also sent you a guide to leaving a gift to us in your will, which I hope helped to give you some of the answers you were looking for. Creating a will is one of the most important things anyone can do – it’s the legacy that you leave to the world. So I’m writing today to make sure that whenever you’re ready to take the next step, you have all the information you need to help you update your will.”
  • 19.
  • 20. PROPENSITY MODELLING • Classic RFV selections (Recency, Frequency, Value) get us most of the way there most of the time • Can be more sophisticated in our targeting by bringing in other behavioural and demographic data • Propensity model simply tells us: • Which factors are important • How important they are – And avoids the need for 100s of split segments
  • 21. THREE MODELS INTO TWO Mail response propensity Email response propensity Expected value (spend) Predicted value of mail response Predicted value of email response
  • 22. Variables in the models Mail model (6) Email model (7) Wish List recency and frequency Wish List recency and frequency Age Age Regular Giving status Regular Giving status Previous home shopper Previous home shopper Cash giving recency (excl. Wish List) Previous online Wish List buyer Cash giving frequency (excl. Wish List) Acquisition Source Channel Sex
  • 23.
  • 24. Wishlist virtual giving • Offers a functional benefit – opportunity to activate non donors – digital targeting for new audience • Cost base reduced and targeting improved – Makes space in annual calendar – Improves supporter experience
  • 25. Visit the CharityComms website to view slides from our past events, see what events we have coming up and to check out what else we do. www.charitycomms.org.uk