The document provides tips for non-profits to increase online fundraising. It recommends (1) improving the online infrastructure to make donations easy across devices and shareable on social media, (2) developing an online ambassador program to identify influential supporters and target content and asks through them, and (3) investing in conversation managers to develop relationships with supporters through social media engagement. The tips are based on examples from political campaigns that showed targeting voters through social networks of identified influencers can increase registration and turnout.
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Online ambassadors and conversation
management…
Volunteers were
asked to share
updates about
the campaign.
Brief online
trainings held.
40% of donors
were new.
More than half came
through social media
channels.
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The long tail of big gifts…
Several million dollars were
given in the days immediately
following the event by major
donors who referenced the
Giving Day campaign and the
excitement it created.
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Why do we care about engaging
donors online?
Source: Blackbaud.
Distribution of New Donors by Age
within Origin Channel
2010 Medians
1%
12%
22%
24%
25%
11%
4%
0%
3%
9%
14%
23% 22%
27%
0%
5%
10%
15%
20%
25%
30%
18–24 25–34 35–44 45–54 55–64 65–74 75+
Joined Online Joined by Mail
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Why do we care about
engaging donors online?
Source: 2012 Convio Study.
43%
57%
Dual Channel Donors
Average income
>$100,000
Average income
<$100,000
38%
62%
Online-Only Donors
Average income
>$100,000
Average income
<$100,000
25%
75%
Offline-Only Donors
Average income
>$100,000
Average income
<$100,000
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Why do we care about engaging
donors online?
$79
$93
$111
$128
$84
$124
$169
$197
2007 2008 2009 2010
Donors Acquired
Online in 2007
Including All Giving
Including Online Gifts Only
Lifetime Revenue per Original Donor
for Donors Acquired in 2007
2007–2010 Medians
Source: Blackbaud.
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Why do we care about engaging
donors online?
Lifetime Revenue per Original Donor
for Donors Acquired in 2007
2007–2010 Medians
$30
$44 $55
$63
$32
$48
$62
$72
2007 2008 2009 2010
Donors Acquired
by Mail in 2007
Including All Giving
Including Mail Gifts Only
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1. Improve online giving infrastructure
Must be user-friendly (Ask
my colleague Heather Greig
about GCR).
Must be mobile optimized.
Must be easy to share.
Must connect to social
networks.
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1. Improve online giving infrastructure
Make it easy to give!
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1. Improve online giving infrastructure
Make it easy to give by…
Least number of clicks to reach the giving form.
Your giving form should be well-branded with your
org’s info (not a third-party vendor’s) to avoid
confusing donors.
Providing e-receipts to donors
(if the gift amount allows).
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Go Mobile!
RWD (Responsive
Web Design).
Use text to drive
donors to mobile giving
sites (as opposed to
text to give).
Integrate location-
based technology
(FourSquare).
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1. Improve online giving infrastructure
Enable login via social networks
Easy for donors
(to connect and
share).
No need to create
a new account,
password, etc.
Gives your org
valuable information.
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Social log in—a GREAT icebreaker.
Social network login gives you access to otherwise
restricted social networks and all the info hidden in
them, such as…
What types of content resonate with the donor.
Who their friends are.
What their friends are interested in. (New donors?)
Contact info for the user and all their Facebook
friends.
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Data allows for the creation of
―Content Profiles.‖
Content profile for
Jonathan Foley
Key words include
―Climate,‖ ―IonE,‖
―Environment.‖
Interests include
―Environmental,‖
―Sustainability,‖
―Climate,‖ ―Research.‖
Ambassador score of 68.
84 in ―Climate‖
91 in ―Environment‖
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Content profiles take you from knowing the
demographics of your supporters…
…to knowing their psychographics.
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Obama’s ambassadors
Just a few weeks before the 2012 election, the
Obama campaign realized they had a problem…
…half the campaign’s targeted swing-state
voters had no listed phone numbers.
Source: Michael Scherer, Time Swampland Blog.
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Obama’s ambassadors
So they built a custom Facebook app that…
…gave the campaign access to the entire list
of friends for everyone who authorized the app.
Source: Scherer, Time.
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Obama’s ambassadors
Next, they built content profiles from the data
about the app subscribers’ friends to help the
app subscribers send their friends content and
info they would like…
…this led to more voters registered and
dollars raised.
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Obama’s ambassadors
The ultimate in targeted messaging…
…videos, photo galleries, updates, asks for
support—all custom-built to match the personality
of a supporter’s Facebook friends.
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Obama’s ambassadors
…research immediately following the election
found statistically significant changes in voter
behavior. People whose friends sent them requests
to register to vote and to vote early were more
likely to do so than similar potential voters who
were not contacted.
Source: Scherer, Time.
The app changed
voter behavior…
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How it will work to boost your online giving…
Use Facebook applications to learn about
your followers AND their networks.
Create content based on what your followers
and their networks like sharing.
Incorporate smart social sharing in broader
campaign communication plans.
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Before the Obama approach…
You need to identify your core group of
online ambassadors.
Which users have influence and are most likely
to increase support for your institution?
Learn about their behavior and what they want
out of an online experience.
Capture and organize the above for quick,
easy access.
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What is an ―Online Ambassador?‖
Definition: Influential Internet users—specifically
social media users—with an affinity for your
organization’s mission who have a high
likelihood of enlisting the support of others
through their online activity.
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Online recommendation from a friend =
most influential form of advertising
Source: Nielsen, April 2012
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Data: what do we need to know?
Number and name of social networks a constituent
is active on.
Klout or Kred scores.
Their affinity or connection to your institution or
organization.
Content they interact with—their content profiles.
Combine the above with donor data already stored
in CRM systems.
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How it works—the Klout score
1–100 possible score or ranking
Influence your score by…
How many people you influence.
How much you influence those people.
How influential those people are.
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Influencing Your Klout Score
Your Twitter strategy influences Klout by…
Users mentioning, retweeting, and adding your
account to their lists.
Influential users retweeting, mentioning, and listing
your account.
Users who seldom retweet, RTing your tweets.
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Influencing Your Klout Score
Your Facebook strategy influences Klout by…
Having a large number of comments and ―likes‖
on your posts.
Having your posts shared by friends.
Having influential friends share, comment on,
and ―like‖ your posts.
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A piece of the influence story…
…but by no means the whole story.
A low Klout score does NOT mean a person
is not influential.
However, a high Klout score is a good sign
they are influential.
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Data allows for the creation of
―Content Profiles.‖
Content profile for
Jonathan Foley
Key words include
―Climate,‖ ―IonE,‖
―Environment.‖
Interests include
―Environmental,‖
―Sustainability,‖
―Climate,‖ ―Research.‖
Ambassador score of 68.
84 in ―Climate‖
91 in ―Environment‖
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Top Influencers for ―Environment‖
1. Jonathon Foley—91
2. Amber Carlson—90
3. Jennifer Woodley—90
4. Mark Simpson—89
5. Ellen Brown—86
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Speak through your online ambassadors.
Use your ambassadors to amplify your organization’s
message to groups of people you’d never reach via
your own, traditional methods—it’s about the viral
spread of information.
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3. Invest in conversation managers
Conversation managers lead the ambassador
program:
Constantly identifying new ambassadors.
Strengthen relationships with current and potential
ambassadors.
Steward online donors on a consistent, routine
basis—it’s about providing customer service for your
supporters.
Capture data that can be added to content profiles –
conversation mining.
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Goin’ to the chapel…
User logs this comment on Facebook underneath
a picture of the chapel.
―I love the Hendricks Chapel! It’s where my
husband proposed to me!‖
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Syracuse chapel example for major donors
Personalized email and mail contact
and solicitations…
Annual reports and
campaign updates.
News and event
information.
Thank-yous.
Whatever you use
email and mail to do!
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Syracuse chapel example for major donors
Talking points for gift officer calls and visits…
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Syracuse chapel example for major donors
Create custom content for your biggest donors…
…include them in the content, when possible.
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The Online Affluent
According to a
recent Fidelity
Investment survey…
85 percent of all
millionaires use some
form of social media.
Nearly three-quarters
of that 85 percent are
on Facebook.
Median age of those
surveyed—56.
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All ages online…
According to a Dunham
+ Company survey…
51 percent of those
60 and older have
given online.
60+ age group gives
more online gifts than
under 40s.
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Syracuse chapel example for annual giving
Create mail, email, newsletters, and more
for groups based on keywords in a donor’s
content profile…
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Syracuse chapel example for annual giving
Produce online campaigns around popular
online topics…
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3. Invest in conversation managers
It’s about stewardship!
Social media allows your
organization to provide
consistent, responsive, c
ustomer-service like
feedback to and
engagement with your
supporters.
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3. Invest in conversation managers
Social media = more relationships with
supporters…
…only real, experienced people can develop those
relationships!
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3 Tips to Increase Online Giving
1. Build better online infrastructure.
2. Develop an online ambassador program.
3. Invest in personnel.
Three main efforts – if you do these three things, you will increase your online giving beyond the national average of roughly 11 percent and you’ll see it have a positive impact on fundraising overall.“If you have outdated online giving forms, if you don’t have an ambassador program, not any FT social media positions…”
Here’s what happens when you do all three of those things…It happened because they did all of those three things – infrastructure, ambassadors, and they dedicated smart personnel toward the planning and implementation of this campaign.
They did everything the right way…In part thanks to their ambassadors, they were able to pull in a lot of new donors…Thanks to a smart strategy that had a lot of people dedicated to managing that strategy, a large number of gifts were originated in social media.
A very important point worth noting… online campaigns get donors of all levels excited!
It’s no surprise Columbia saw so many first-time donors make a gift……and the more we see good online campaigns, the less surprised I am at how effective they are at getting new donors through door and reactivating lapsed donors.
It’s also no surprise Columbia raised so much money online…
This is for donors who are acquired online… numbers from the late 2000s
So let’s talk about what you can do now to start acquiring those high-value donors online…
There’s certain information we all need …but it’s important to make this as pain free as possible for the donor… The gift + good, basic contact info is all we need to bring them to the next steps.
There’s certain information we all need …but it’s important to make this as pain free as possible for the donor…Ask “if anyone has any other ideas for making the giving process easier, send them in via the Q and A section or via Twitter using the “BWFwebinar” hashtag”
Use Obama grabs here
Roughly a 1/3 of us do our primary Internet viewing on a mobile device … by this time next year, MOST people will check the majority of their email from a mobile device … you need to be ready!
Also crucially important…Make it easy to log in for first time and returning users …give them the option of logging in.
Social login is a great get-to-know-you tool …with one click it gives your org an enormous amount of data about your donor AND their network of social media friends.This is where you get MUCH more info than you’d every be able to get from a traditional giving form.
Knowing and organizing this info for quick access gives you a lot of flexibility…Right now, it’s a manual search …we’re working on a software product or products to help with all of this.Again …if you can add all of this up, you can select a handful of ambassadors that, let’s say, rank high for climate research. A message sent through 25 of those ambassadors can be more effective and far more affordable than a Facebook post or a more traditional mail piece.
I used Norman Bates to warn you …some people find this a bit creepy, but remember …the info is what people share on Facebook. They’re putting it out in the public.
I want to talk about how Obama took this psychographic information and applied it to a Facebook application that helped him win re-election.
Roughly 85 percent of all those younger donors without a listed number could be found via this app. (read the Time story again to refresh before the workshop)
600,000 users of the app shared more than 5 million…Content profiles built around an app users’ friends’ interests and behavior online. This is the ultimate in content profiles, because you’re giving users content that was produced to be liked and shared by their friends…
600,000 users of the app shared more than 5 million…Some have just a few dozen friends, other have thousands. And those friends are getting content that is custom-built just for them.
Early tests of the system found statistically significant changes in voter behavior. People whose friends sent them requests to register to vote and to vote early, for example, were more likely to do so than similar potential voters who were not contacted. That confirmed a trend already noted in political-science literature: online social networks have the power to change voting behavior. A study of 61 million people on Facebook during the 2010 midterms found that people who saw photos of their friends voting on Election Day were more likely to cast a ballot themselves.Read more: http://swampland.time.com/2012/11/20/friended-how-the-obama-campaign-connected-with-young-voters/#ixzz2Kv2VRCE3
BE CAREFUL …you don’t want to do something that will offend your constituents by being too invasive or creepy. Stay above board, but be clever.
To get that supporter ID program going, Obama already had a group of online ambassadors…It’s important to have this organized – without a system that’s easy to sort and search, you could spend all your time just accessing this info…
Sure, they can be celebrities but they definitely don’t have to be…
Here’s why ambassadors are so important…
The end goal is an ambassador program with multiple lists for multiple initiatives…
The most important criteria for ranking an ambassador – their influence…There are some tools that make it easy to get a broad idea of influence…
Everybody with an unlocked Twitter account, has a Klout score…
If you create a Klout account, Klout will take more into consideration to build your score…
Whether it’s a Klout score or something you build on your own, ranking your ambassadors is important. Ideally, you’d be able to export lists from your CRM of your most influential ambassadors when you need to push an idea online…
“But let’s say the user has a low Klout score… Users might have low Klout scores and not a lot of followers, but they could be closely involved with a group of alumni and have significant influence over them…Again – organize this info so you can access it quickly for multiple purposes.
Frequency and decency of conversation… How often does a user post? Are they saying good things about your school? …how about in general? Right now, this requires manual conversation management…These are the items you need to start capturing and storing to build content profiles around your constituents and ambassadors…
Remember …it’s about building these…Merges psychographic with demographic and contact info. What does the donor like? What do they talk about? What matters to them? What do their followers like, comment on, and share?
…so you can create these! Quickly find ambassadors to get specific messages out to communities based on the behavior of the ambassadors and their communities.CS NOTE; Can you fit the image snugly in the corner so no white is visible around the bottom and right edges?
You need conversation managers to do the conversation mining (among other things)
Conversation managers, social media specialists, online managers … whatever you call them, this is just one of the ways in which they will be invaluable to your org.Software will do some of this, but we’re a long way from being able to replace a person interacting with supporters as a real human.
Info gets added as a contact report (for now, because there really isn’t a good options for capturing social media information in a CRM)…As more options become available for organizing and leveraging this info, conversation managers will become more important.
How do you use this information gathered by conversation managers?
Let’s start with the obvious…Could be a first-time visit or new information about a donor who’s been with you for decades. Either way, conversation mining help you to know your donors better.
You know what they like and what matters to them, because you know their psychographic profile – use this info to create and share content that matters to them!
More evidence to suggest you’re not wasting your time applying online conversation mining and ambassadors to the major gift process…The affluent are online in a big way. Connect with them and steward them in this space!
Older, more affluent do give online – sometimes it’s how they make their first gifts before graduating to making bigger gifts off line. A small number even prefer to give big gifts online.
Pull the words from online conversations, use them to target for electronic and traditional communications…What other pages do they like? …what part of campus do they talk about the most? – use this to build more customized approaches both online and off
If there are common themes online, leverage them to raise big amounts of money in short amounts of time…
It’s about more than just pulling numbers …good conversation managers are relationship builders between your org and new AND current donors.
More relationships …and it allows you to leverage those relationships.
Three main efforts – if you do these three things, you will increase your online giving beyond the national average of roughly 11 percent and you’ll see it have a positive impact on fundraising overall.“If you have outdated online giving forms, if you don’t have an ambassador program, not any FT social media positions…”
For anyone who’s not able to be here this afternoon…