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
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6. Social data for social engagement
Graphic by Marc_Smith on Flickr
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7. Social data for better segmentation
and targeting
Photo by PLCMC Training Account on Flickr
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8. Social data and your CRM system
Photo by MrTopf on Flickr
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9. Where Does Social Data Fit Into Our
Supporter Count & Multi-Channel
Messaging
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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…
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12. How Do We Evolve Our Definition of
Supporter to Include Social Media?
Graphic via Childclipart.com
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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
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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
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16. Survey: Email, FB, Causes, Twitter
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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.
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18. Survey 2: Share What Means the Most
to You
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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.
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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
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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?
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23. What can we learn about engaging
with “next generation” of supporters?
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24. Giving levels and social media
presence
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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
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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
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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
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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)
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30. Who Does This Data Help?
• Philanthropy Officers • Email Marketers
• Grassroots Organizers • Volunteer Coordinators
• Direct Mail Marketers • Event Coordinators
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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%
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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.
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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!”
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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?
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35. Cool Things So Far
Seeing our internal tags on our live tweet/comment stream:
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36. Cool Things So Far
Searching and filtering to find people via their tags and influence score
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37. Where Do We Go Next?
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38. Monthly Donors
Can we use data
from LinkedIn to
identify and reach
out to potential
monthly donors?
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39. Major Gifts
Can social data
help our
philanthropy
officers achieve
a higher dollar
gift in less time?
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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?
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41. Corporate
Matching
How can we
help make sure
people donating
to us know that
their company
matches gifts?
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42. Q&A
Photo by W J (Bill) Harrison on Flickr
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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