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The Hills Are Alive…
With Social Data
#12NTCDataRocks




Amy Bastian
Kristin Johnson
Evaluate This Session!
Each entry is a chance to win an NTEN engraved iPad!




        or Online using #12NTCDataRocks at
                www.nten.org/ntc/eval
Who are we?




@AmyBastian                   @KSuzJ



              The Hills Are Alive…With Social Data   Slide 2
What are you here to learn?




             Photo by rikkis_refuge on Flickr



            The Hills Are Alive…With Social Data   Slide 3
What is social data? How does it
relate to social media and CRM?




            Graphic by cambodia4kidsorg on Flickr


              The Hills Are Alive…With Social Data   Slide 4
Social data for social engagement




              Graphic by Marc_Smith on Flickr



             The Hills Are Alive…With Social Data   Slide 5
Social data for better segmentation
and targeting




            Photo by PLCMC Training Account on Flickr



               The Hills Are Alive…With Social Data     Slide 6
Social data and your CRM system




               Photo by MrTopf on Flickr



            The Hills Are Alive…With Social Data   Slide 7
Where Does Social Data Fit Into Our
 Supporter Count & Multi-Channel
            Messaging




            The Hills Are Alive…With Social Data   Slide 8
and then here                                 and then here




                The Hills Are Alive…With Social Data          Slide 9
And now? Well, you can find us in a few more places…




              The Hills Are Alive…With Social Data     Slide 10
How Do We Evolve Our Definition of
Supporter to Include Social Media?




                                                   Graphic via Childclipart.com




            The Hills Are Alive…With Social Data                                  Slide 11
The Journey Begins in January 2011
Phase 1: Research
•   Begin internal discussion of what supporter & member mean to TNC


•   Reach out to peer organizations
     •   How do they internally and externally define “supporter”
     •   How are they tracking social media supporters now and plans for
         future?

•   Reach out to companies in non-profit social media space
     • Social media appends (Small Act)
     • Multi-channel supporter pyramids (Groundwire)

•   Discuss strategy for using data
     • How will data be used to segment/personalize?
     • How will we tie back to offline and online CRM




                           The Hills Are Alive…With Social Data            Slide 12
Phase 2: Surveys

Goals
• Set self-reported baseline of social media
  overlap with email list and donors.
   • How many people on email list are on
      social media (and vice versa)?
   • Where do they get Conservancy
      information in digital space?
   • Do they donate?

•   Try inexpensive and interactive way to attain
    information (before social media append).




                  The Hills Are Alive…With Social Data   Slide 13
Survey 1: Share How You Connect
 With Us Online




            The Hills Are Alive…With Social Data   Slide 14
Survey: Email, FB, Causes, Twitter




             The Hills Are Alive…With Social Data   Slide 15
What did we learn?
•   Some interesting numbers
     •   Same percentage of Email and FB Post group getting updates via
         TNC web site.
     •   Donors: Email: 82.3%, FB Post: 54.2%, FB Causes: 38.3%, Twitter: 35.3%.
     •   Close to 50% of Email group is not on FB, of 50% on FB, only 20%
         “Like.”
     •   Over 65% of FB respondents get Causes email.
•   Some nice takeaways
     •   People want to give us feedback! Survey good engagement tool.
     •   Best content on homepage and enewsletter.
     •   Consistency across channels.


•   However, we weren’t able to tie back to our online CRM to confirm
    donation.




                                      SESSION TITLE                                Slide 16
Survey 2: Share What Means the Most
 to You




               SESSION TITLE          Slide 17
Let’s revisit this question: What
     did we learn?
•   We won’t be able to get a definitive number of the overlap between
    social media with the other groups that we currently track in our offline
    and online CRMs.


•   However, we begin to get a sense of the overlap range (30-40%) for
    which we can use as a baseline.


•   We have an opportunity to cultivate and convert our social media
    followers.


•   Internally, TNC can track these numbers overtime and use as
    educational tool to grow definition of supporter from someone who just
    makes a donation.




                                  SESSION TITLE                            Slide 18
And that we’re not quite
here yet (just an example
of what an integrated,
multi-channel supporter               *Donation: $100K+; *Board
                                       member;       *Legacy club
pyramid could look like).                      member
                                      *Donation: $1,000-$99,999;
                                      *Personal fundraising: raised
                                     $1000+ or 25+ donors; *Hosted
                                     an event; *Gift planning inquiry

                           *Donation: $100-$999 (new, reinstated) or $50-$999
                         (renew); *Non-donating Life Member; *Active sustainer
                          under $1,000; *Bank of America card holder; *Active
                               workplace giver under $1,000; *Social media
                          ambassador; *Personal Fundraising: raised $100-$999
                           or 10-24 donors; *3+ high value nature.org actions;
                            *2+ preserve visits; *Fundraising event attendance


                 *Donation: $10-$99 (new, reinstated) or $0-$49 (renew); *Social media:
                 1+ action; *Personal fundraising: raised $1-$99; *1 preserve visit; *Non-
                  fundraising event attendance; *1-2 high value nature.org actions; *1+
                                  basic nature.org action; 1+ email click


             *Donation: <$10 (new, reinstated); *Social media (Facebook Fan, Twitter Follower,
           Flickr member, Crowdrise friend, FB Causes Member); *Carbon calculator completion;
                *TNC mobile/tablet app user; *RSS subscriber; *Email list subscriber (new or
                               continuing); *Personal fundraising: raised $0
                               *Donation: (none); *Unique website visitor



                                 The Hills Are Alive…With Social Data                            Slide 19
Phase 3: Social Media Append
What do TNC’s supporters look like in the social media space and…

how and where do you even start looking?

                                             Overall File
                           Legacy Member 40.00%              Online Giver: YES
                                         35.00%
                  Moves Managed          30.00%                          Online Giver: NO
                                         25.00%
                                         20.00%
      Middle Donor Managed               15.00%                               Gift Giver
                                         10.00%
                                          5.00%
               Stock Giver                0.00%                                  Gift Recipient



              Adopt an Acre                                                   Current Member: YES


                    Carbon Offset                                        Current Member: NO

                        Plant a Billion Trees                Sustainer
                                                Volunteer

                                 On: Facebook               On: Twitter                     On. LinkedIn




                                      The Hills Are Alive…With Social Data                                 Slide 20
What to look at next?




            The Hills Are Alive…With Social Data   Slide 21
What can we learn about engaging
with “next generation” of supporters?




            The Hills Are Alive…With Social Data   Slide 22
Giving levels and social media
 presence




            The Hills Are Alive…With Social Data   Slide 23
Phase 4: Next steps
•   The to do list
     •   Update and share best practices for social media admins
     •   Set-up reports and key group to share findings with
     •   Start discussions around
          •   bringing in data to offline database
          •   and if so, how will we use it
          •   how often to refresh data




                             The Hills Are Alive…With Social Data   Slide 24
Phase 4: Next Steps
•   Philanthropy
     •   ProfileBuilder as real time prospect research tool
     •   Find best way to marry social media activity with existing donor
         research
     •   How best to communicate to philanthropy staff who may not be
         fluent in social media speak and who are use to controlling donor
         communication




                            The Hills Are Alive…With Social Data            Slide 25
Phase 4: Next Steps
•   Going Global
     •   What can we learn about international giving in our current file
     •   How to integrate with databases in other countries
     •   Adding social media accounts for state and country social media
         pages




                           The Hills Are Alive…With Social Data             Slide 26
NWF and Constituent
Data: Going Social




 The Hills Are Alive…With Social Data   Slide 27
NWF’s Current Constituent Data
                             • Attributes (age, interests)

                             • Affiliations (schools, state
                               affiliates, partner
                               organizations)

                             • Interactions (mail/email,
                               phone calls, in-person
                               meetings)

                             • What they’ve done with us
                               (donated, taken action,
                               volunteered, subscribed,
                               shopped, attended a rally)

            The Hills Are Alive…With Social Data         Slide 28
Who Does This Data Help?
  • Philanthropy Officers       • Email Marketers
  • Grassroots Organizers       • Volunteer Coordinators
  • Direct Mail Marketers       • Event Coordinators




                  The Hills Are Alive…With Social Data     Slide 29
Now Layer In Social Data…

  In a match of 200,000 email addresses from NWF’s
  database, we found people were:

     On Facebook                                 47.9%
     On Twitter                                  14.5%
     On LinkedIn                                 13.7%

  On One of “Big 3” ?                            58.4%



                    The Hills Are Alive…With Social Data   Slide 30
A New Look at Existing Audiences




     By layering existing internal tags over social profile data, we could
                see what audiences have the most potential.




                        The Hills Are Alive…With Social Data                 Slide 31
“I’m Judy. I’m retired. I
                 have a grandson who I give
                 a Ranger Rick subscription
                 to every year. I buy my
                 holiday cards from NWF’s
                 catalog. My yard is a
                 Certified Wildlife Habitat,
                 and I volunteer with NWF
                 to teach others in my
                 community how to garden
                 for wildlife.”

                 “And I TWEET!”




The Hills Are Alive…With Social Data      Slide 32
What Does Adding Social Data Do?
Oh wow, the person who just re-tweeted us
donated $1,000 last year. Let me message
them a quick “Thank you for sharing.”


                        This volunteer has a big Klout score.
                         Maybe when I see her this weekend
                       I should ask her to guest blog for us.


We want to reach our activists on
social media. Should we invest our
resources in a Facebook App or
Twitter campaign?



                    The Hills Are Alive…With Social Data   Slide 33
Cool Things So Far
 Seeing our internal tags on our live tweet/comment stream:




                            The Hills Are Alive…With Social Data   Slide 34
Cool Things So Far
 Searching and filtering to find people via their tags and influence score




                              The Hills Are Alive…With Social Data           Slide 35
Where Do We Go Next?




       The Hills Are Alive…With Social Data   Slide 36
Monthly Donors
Can we use data
from LinkedIn to
identify and reach
out to potential
monthly donors?




                     The Hills Are Alive…With Social Data   Slide 37
Major Gifts
Can social data
help our
philanthropy
officers achieve
a higher dollar
gift in less time?




                     The Hills Are Alive…With Social Data   Slide 38
Influentials
How can we use data to find key
influencers who are already talking about
us, or who might want to talk about us?




                 The Hills Are Alive…With Social Data   Slide 39
Corporate
                                 Matching
                                 How can we
                                 help make sure
                                 people donating
                                 to us know that
                                 their company
                                 matches gifts?

The Hills Are Alive…With Social Data         Slide 40
Q&A




      Photo by W J (Bill) Harrison on Flickr




              SESSION TITLE                    Slide 41
Evaluate This Session!
Each entry is a chance to win an NTEN engraved iPad!




        or Online using #12NTCDataRocks at
                www.nten.org/ntc/eval

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The Hills Are Alive... With Social Data

  • 1. The Hills Are Alive… With Social Data #12NTCDataRocks Amy Bastian Kristin Johnson
  • 2. Evaluate This Session! Each entry is a chance to win an NTEN engraved iPad! or Online using #12NTCDataRocks at www.nten.org/ntc/eval
  • 3. Who are we? @AmyBastian @KSuzJ The Hills Are Alive…With Social Data Slide 2
  • 4. What are you here to learn? Photo by rikkis_refuge on Flickr The Hills Are Alive…With Social Data Slide 3
  • 5. What is social data? How does it relate to social media and CRM? Graphic by cambodia4kidsorg on Flickr The Hills Are Alive…With Social Data Slide 4
  • 6. Social data for social engagement Graphic by Marc_Smith on Flickr The Hills Are Alive…With Social Data Slide 5
  • 7. Social data for better segmentation and targeting Photo by PLCMC Training Account on Flickr The Hills Are Alive…With Social Data Slide 6
  • 8. Social data and your CRM system Photo by MrTopf on Flickr The Hills Are Alive…With Social Data Slide 7
  • 9. Where Does Social Data Fit Into Our Supporter Count & Multi-Channel Messaging The Hills Are Alive…With Social Data Slide 8
  • 10. and then here and then here The Hills Are Alive…With Social Data Slide 9
  • 11. And now? Well, you can find us in a few more places… The Hills Are Alive…With Social Data Slide 10
  • 12. How Do We Evolve Our Definition of Supporter to Include Social Media? Graphic via Childclipart.com The Hills Are Alive…With Social Data Slide 11
  • 13. The Journey Begins in January 2011 Phase 1: Research • Begin internal discussion of what supporter & member mean to TNC • Reach out to peer organizations • How do they internally and externally define “supporter” • How are they tracking social media supporters now and plans for future? • Reach out to companies in non-profit social media space • Social media appends (Small Act) • Multi-channel supporter pyramids (Groundwire) • Discuss strategy for using data • How will data be used to segment/personalize? • How will we tie back to offline and online CRM The Hills Are Alive…With Social Data Slide 12
  • 14. Phase 2: Surveys Goals • Set self-reported baseline of social media overlap with email list and donors. • How many people on email list are on social media (and vice versa)? • Where do they get Conservancy information in digital space? • Do they donate? • Try inexpensive and interactive way to attain information (before social media append). The Hills Are Alive…With Social Data Slide 13
  • 15. Survey 1: Share How You Connect With Us Online The Hills Are Alive…With Social Data Slide 14
  • 16. Survey: Email, FB, Causes, Twitter The Hills Are Alive…With Social Data Slide 15
  • 17. What did we learn? • Some interesting numbers • Same percentage of Email and FB Post group getting updates via TNC web site. • Donors: Email: 82.3%, FB Post: 54.2%, FB Causes: 38.3%, Twitter: 35.3%. • Close to 50% of Email group is not on FB, of 50% on FB, only 20% “Like.” • Over 65% of FB respondents get Causes email. • Some nice takeaways • People want to give us feedback! Survey good engagement tool. • Best content on homepage and enewsletter. • Consistency across channels. • However, we weren’t able to tie back to our online CRM to confirm donation. SESSION TITLE Slide 16
  • 18. Survey 2: Share What Means the Most to You SESSION TITLE Slide 17
  • 19. Let’s revisit this question: What did we learn? • We won’t be able to get a definitive number of the overlap between social media with the other groups that we currently track in our offline and online CRMs. • However, we begin to get a sense of the overlap range (30-40%) for which we can use as a baseline. • We have an opportunity to cultivate and convert our social media followers. • Internally, TNC can track these numbers overtime and use as educational tool to grow definition of supporter from someone who just makes a donation. SESSION TITLE Slide 18
  • 20. And that we’re not quite here yet (just an example of what an integrated, multi-channel supporter *Donation: $100K+; *Board member; *Legacy club pyramid could look like). member *Donation: $1,000-$99,999; *Personal fundraising: raised $1000+ or 25+ donors; *Hosted an event; *Gift planning inquiry *Donation: $100-$999 (new, reinstated) or $50-$999 (renew); *Non-donating Life Member; *Active sustainer under $1,000; *Bank of America card holder; *Active workplace giver under $1,000; *Social media ambassador; *Personal Fundraising: raised $100-$999 or 10-24 donors; *3+ high value nature.org actions; *2+ preserve visits; *Fundraising event attendance *Donation: $10-$99 (new, reinstated) or $0-$49 (renew); *Social media: 1+ action; *Personal fundraising: raised $1-$99; *1 preserve visit; *Non- fundraising event attendance; *1-2 high value nature.org actions; *1+ basic nature.org action; 1+ email click *Donation: <$10 (new, reinstated); *Social media (Facebook Fan, Twitter Follower, Flickr member, Crowdrise friend, FB Causes Member); *Carbon calculator completion; *TNC mobile/tablet app user; *RSS subscriber; *Email list subscriber (new or continuing); *Personal fundraising: raised $0 *Donation: (none); *Unique website visitor The Hills Are Alive…With Social Data Slide 19
  • 21. Phase 3: Social Media Append What do TNC’s supporters look like in the social media space and… how and where do you even start looking? Overall File Legacy Member 40.00% Online Giver: YES 35.00% Moves Managed 30.00% Online Giver: NO 25.00% 20.00% Middle Donor Managed 15.00% Gift Giver 10.00% 5.00% Stock Giver 0.00% Gift Recipient Adopt an Acre Current Member: YES Carbon Offset Current Member: NO Plant a Billion Trees Sustainer Volunteer On: Facebook On: Twitter On. LinkedIn The Hills Are Alive…With Social Data Slide 20
  • 22. What to look at next? The Hills Are Alive…With Social Data Slide 21
  • 23. What can we learn about engaging with “next generation” of supporters? The Hills Are Alive…With Social Data Slide 22
  • 24. Giving levels and social media presence The Hills Are Alive…With Social Data Slide 23
  • 25. Phase 4: Next steps • The to do list • Update and share best practices for social media admins • Set-up reports and key group to share findings with • Start discussions around • bringing in data to offline database • and if so, how will we use it • how often to refresh data The Hills Are Alive…With Social Data Slide 24
  • 26. Phase 4: Next Steps • Philanthropy • ProfileBuilder as real time prospect research tool • Find best way to marry social media activity with existing donor research • How best to communicate to philanthropy staff who may not be fluent in social media speak and who are use to controlling donor communication The Hills Are Alive…With Social Data Slide 25
  • 27. Phase 4: Next Steps • Going Global • What can we learn about international giving in our current file • How to integrate with databases in other countries • Adding social media accounts for state and country social media pages The Hills Are Alive…With Social Data Slide 26
  • 28. NWF and Constituent Data: Going Social The Hills Are Alive…With Social Data Slide 27
  • 29. NWF’s Current Constituent Data • Attributes (age, interests) • Affiliations (schools, state affiliates, partner organizations) • Interactions (mail/email, phone calls, in-person meetings) • What they’ve done with us (donated, taken action, volunteered, subscribed, shopped, attended a rally) The Hills Are Alive…With Social Data Slide 28
  • 30. Who Does This Data Help? • Philanthropy Officers • Email Marketers • Grassroots Organizers • Volunteer Coordinators • Direct Mail Marketers • Event Coordinators The Hills Are Alive…With Social Data Slide 29
  • 31. Now Layer In Social Data… In a match of 200,000 email addresses from NWF’s database, we found people were: On Facebook 47.9% On Twitter 14.5% On LinkedIn 13.7% On One of “Big 3” ? 58.4% The Hills Are Alive…With Social Data Slide 30
  • 32. A New Look at Existing Audiences By layering existing internal tags over social profile data, we could see what audiences have the most potential. The Hills Are Alive…With Social Data Slide 31
  • 33. “I’m Judy. I’m retired. I have a grandson who I give a Ranger Rick subscription to every year. I buy my holiday cards from NWF’s catalog. My yard is a Certified Wildlife Habitat, and I volunteer with NWF to teach others in my community how to garden for wildlife.” “And I TWEET!” The Hills Are Alive…With Social Data Slide 32
  • 34. What Does Adding Social Data Do? Oh wow, the person who just re-tweeted us donated $1,000 last year. Let me message them a quick “Thank you for sharing.” This volunteer has a big Klout score. Maybe when I see her this weekend I should ask her to guest blog for us. We want to reach our activists on social media. Should we invest our resources in a Facebook App or Twitter campaign? The Hills Are Alive…With Social Data Slide 33
  • 35. Cool Things So Far Seeing our internal tags on our live tweet/comment stream: The Hills Are Alive…With Social Data Slide 34
  • 36. Cool Things So Far Searching and filtering to find people via their tags and influence score The Hills Are Alive…With Social Data Slide 35
  • 37. Where Do We Go Next? The Hills Are Alive…With Social Data Slide 36
  • 38. Monthly Donors Can we use data from LinkedIn to identify and reach out to potential monthly donors? The Hills Are Alive…With Social Data Slide 37
  • 39. Major Gifts Can social data help our philanthropy officers achieve a higher dollar gift in less time? The Hills Are Alive…With Social Data Slide 38
  • 40. Influentials How can we use data to find key influencers who are already talking about us, or who might want to talk about us? The Hills Are Alive…With Social Data Slide 39
  • 41. Corporate Matching How can we help make sure people donating to us know that their company matches gifts? The Hills Are Alive…With Social Data Slide 40
  • 42. Q&A Photo by W J (Bill) Harrison on Flickr SESSION TITLE Slide 41
  • 43. Evaluate This Session! Each entry is a chance to win an NTEN engraved iPad! or Online using #12NTCDataRocks at www.nten.org/ntc/eval