Creating a successful event starts in the planning phase. This engaging webinar covers proven practices and strategies for: Planning timelines Making online registration and fundraising tools easy to use to increase participation Leveraging event promotion in an omni-channel world

1. Successful Events:
Pre-Planning for Successful
Events and Beyond
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2. Confidential document: Kimbia Inc. 2014
Agenda
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Hi
Miriam Kagan
Senior Fundraising Principal
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5. Omni-Channel Fundraising
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TM
Solutions
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6. Omni-Channel Fundraising
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TM
Solutions
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7. Omni-Channel Fundraising
TM
Solutions
- Event Registration (individuals and teams)
- Team and Individual fundraising pages
- Automated receipting
- Goal progress and recognition
- Day of scanned check-in
- Live reporting
- Customizations
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8. Let’s Get Started!
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9. Event
Pre
Event
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Post
Event
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10. Pre-event Planning
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11. Last Year is your BFF
Understand last year’s event data to inform this year’s event.
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12. Fundraising Proven Practice
• Look at last year’s ask array: did
most gifts come in at, above,
below?
• Look at last year’s registration fee:
what percentage of registrants
gave an additional gift?
• Look at the suggested fundraising
goal: how many met, exceeded,
failed to meet?
• Plan to adjust and test
Confidential document: Kimbia Inc. 2014

13. Segment and Incentivize
Targeted communication leads to superior performance.
Team
captain
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Major
Donor
Friend of a
friend
supporter
Non
Fundraising
Participant
Local
sponsor

14. Segment and Incentivize
• Open early and/or discounted
registration for prior year
participants (sense of urgency)
• Create special incentives for high $
fundraisers to convert to team
captains (if you have teams)
Confidential document: Kimbia Inc. 2014

15. Segment and Incentivize
• Create variable content for
engaged vs passive participants
• Incentives for participants not
fundraising online
- “Log into your center today, post
link on your blog, get a special
sponsor fundraising match:
“Participants who access their event center are
more valuable overall than those who do not.”
Confidential document: Kimbia Inc. 2014

16. Segment and Incentivize
• Create, offer, and promote regular
interval participation prizes
- Everyone registered this week
can win X
- Those who get most gifts this
week entered to win iPad
(promote online fundraising)
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17. Segment and Incentivize
• Create friendly competition and
recognition
- Progress newsletter featuring
high performing teams or
individuals
- Tips from what those participants
are “doing right” to incentivize
others
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Pre-Event Tools
GPS for your participants.

19. Pre-Event Tools
• The personal centers: just because
they are there, doesn’t mean
participants will use them
- Create email series introducing
tools and showing examples of
successful fundraisers
- Provide resources and tem
- plates: “ask emails”, “thank you
emails”Encourage social sharing
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Pre-Event Tools

21. Pre-Event Tools
• Optimize for on-the go fundraising
- Understand when and where
participants are likely to preengage
- Make sure screen resolutions are
part of your design
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22. Empower Promoters
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Who are your sneezers?

23. Empower Promoters
Give them a bullhorn.
• Your highest $ donors are not
always the ones with the most
influence.
• Listen using social tools
• Interact
• Provide call to action language by
channel
• Provide feedback and impact loops
Confidential document: Kimbia Inc. 2014

24. Sponsors
All eyes on them
• Promote sponsors in newsletters,
site collateral, table linens, etc.
• Ask sponsors to recruit others in
community
• Special matching funds
• Provide sponsors tool to help you
on their own site
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Sponsors

26. Keep the Buzz Going
• Events have cycles: early rush/last
minute push
• Create a plan for down-time
promotion
• Make sure you have stable up time
for rush days (opening of
registration, last day to register)
• Plan for check-points and to
predict performance
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27. Test and Evolve
• Pre-event period is a good time to
plan/test
- Registration paths
- Ask arrays
- Incentives
• Adjust on the go when possible
• Make sure you are using analytics
for real-time information
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28. Get Started Today
• Take the FREE
event
registration self
assessment.
• http://www.kimbia.com/20-point-online-ev
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Q&A
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www.kimbia.com
@kimbiainc
Miriam@kimbia.com
@miriamkagan
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Thank you!
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