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Future of Advocacy
Management


           Sanford Dickert
          Rawlings Atlantic
“Hi. I am the Internet guy.”
The “guy who does the Internet” for campaigns
  CTO, John Kerry for President
  Dir of Internet Strategy, Deutsch for US Senate
  Internet Consultant, Rod Smith for FL Governor
  Campaign Manager, Eric Massa for Congress
“Hi. I am the Internet guy.”
Extended the concepts from politics to business
  Director of Contagious Conversations – focusing on
  social media marketing
    •   16Bars – hip-hop mobile marketing and contests
    •   Goodnight Burbank – successful comedy podcast
    •   Greg Warren Comedy – increasing name reach
    •   tripSync – increasing awareness through blogs and SEO
Current State of Online Advocacy
Presidential Campaigns
   All about the mailing list –
   direct mail model
     • blog – press releases in
       lieu of conversation
     • social networking –
       Facebook, myspace,
       YouTube
     • email – money and issue
       identification
     • house parties – money and
       emails
Politics thinks of advocacy
as flypaper
   how can we capture them
   how can we get them to
   donate
Engagement without memory
Seen more “systems” and vendors than I wish
  iStandFor, NGP Software, Democracy in Action,
  WhatCounts, GetActive, Convio, Kintera, EZFax,
  CivicSpace, Drupal, Joombla, Mambo, etc.
Every vendor has NO recollection of what I (or
  my customers) have done before
  In politics – vendors are often chosen by the General
  Consultant and/or Managing Director of the NGO
  In business – vendors are often entrenched or quickly
  migrated from one to another by decision makers or
  product managers
  The history of prior performance is often lost or locked
  away in some CRM database that is lost or forgotten
Two tracks – google and VRM
A little history about google:
   Started as a search engine algorithm that could
    • Targeted searches by learning your preferences
   Moved into search engine advertising and AdSense
    • Better click performance if ads fit what you are looking for
    • Need to understand page to match appropriate ads
google needs more up-to date information to
  understand your current interests/intents
   google captures information when you
    •   use the search engine (on google, on IE, on Firefox, etc)
    •   read pages with AdSense (served from google)
    •   use gmail, google Docs, google Calendar
    •   search using google Desktop (indexes your files)
Two tracks – google and VRM
A little history about google:
      Today, google knows more
   Started as a search engine algorithm that could
    • Targeted searches by learning your preferences
    about search and your interests
   Moved into
                 you engine advertising and AdSense
                        than the
    • Better click performance if ads fit what you are looking for
    • Need to understand page to match appropriate ads
                           CIA
google needs more up-to date information to
                           FBI
  understand your current interests/intents
                           NSA
   google captures information when you
    • use the search engine (on google, on IE, on Firefox, etc)
            or even your mother
    • read pages with AdSense (served from google)
     • use gmail, google Docs, google Calendar
     • search using google Desktop (indexes your files)
Attraction in a search engine world
google’s PageRank                               dailykos.com
  Validity is based on the                                        nytimes.com
                              blogger.com
  number of backlinks a page
  has pointing to it
  Age of links and age of
  content also impact the
  attractiveness                 stanford.edu              geocities.com
  Reputation of source site also has serious impact on
                                              johnkerry.com
  validity (stanford.edu much higher than blogger.com)
Social media is both a time-sensitive and link-
  sensitive property (e.g. how quick, how many)
Attraction in a search engine world
How are we to do it?
  Search is about relevant content
  – in a familiar location
  e.g. Finding a auto mechanic in
  the Yellow Pages
In making the decision to act, we:
  Read the advert (is this what I want?)
  Cold call the provider (do they share my
  viewpoint?)
  Ask friends or references (do they have good
  reputation?)
Blogging empowers the consumer
By blogging about the content that is relevant to
  you – and engaging with the blogging
  community – you address the customer’s
  needs
  Read the Advert – snippet in the search engine
  Cold Calling – follow along other posts/comments
  Asking for References – how high does the post rank in
  google? who ranks them? who comments?
Through blogging, you identify the product – the
  customer finds to you, because you offer what
  they need at the time they are looking for it
Building the attraction…
Understanding the rules of the search
  engines defines “attractiveness”
  Original, frequently updated content
  Links between relevant sites
  Frequent references to ideas/concepts


Which explains “social media”…
  Blogging in inherently a “social act” – you must engage
  the community (both readers and other sites) to share
  the conversation and traffic (read: links)
Does blogging really deliver?
Backbone Media conducted an extensive survey with
  corporate bloggers, and summarized:
   'Another way to publish content and ideas', 'Thought
   leadership', and 'Build a community' top three reasons for
   blogging
   Bloggers received results more quickly on the search engine
   marketing factors 'Increase link popularity' and 'Boost search
   engine positions' than bloggers received on 'Increasing sales'.
   Within one month – search engine ranking and link popularity
   increased
   83% saw traffic increase due to blog traffic to the site
   Search engine keyword traffic increased with posts relevant to
   the keywords
                                    http://www.backbonemedia.com
Rod Smith for Governor Study
Campaign needed a change
of online direction:
   Increase awareness
   Focus on “Democrat”
   Increase membership
   Increase involvement
Site redesign hid other
strategies:
   Search engine optimization
   Blog engagement
Rod Smith for Governor Study
Campaign needed a change
of online direction:
   Increase awareness
   Focus on “Democrat”
   Increase membership
   Increase involvement
Site redesign hid other
strategies:
   Search engine optimization
   Blog engagement
   Blog recruitment
Results?
Search engine placement:
    google: from 19th to 3rd
    Yahoo!: from 10th to 3rd
    MSN: already at 1st
Site traffic:
    Tripled average traffic
    Signups doubled
Keyword cost:
    Reduced paid click thrus
    due to higher SE
    placement
All within 30 days…
    Launch was Nov 9th, 2005
google NEEDS to know YOU
“I want to be able to see into the mind of G-d”
               -Sergey Brin, interview in Red Herring, 2000


Why does this story matter?
  google has shown that technology and being the center
  of the information hub is where the power lies
    - Infrastructure is a commodity (google fiber, <$50/Mbps)
    - Content is cheaper than ever (UGC, YouTube)
    - Software is becoming easier to create
  Aggregation of user data is where the magic is


          Give the user what they want,
                when they want it!
Vendor Relationship Management
Doc Searls, tech visionary
  Frustrated with the way vendors treat him
  and everyone else the same
    • More databases and technology than
      someone can throw at him, and he STILL
      gets treated as a generic customer
  Wants the ability to set his vendor
  “preferences” and bring it under his control
    • Be able to tell Dell that he is a tech-savvy customer and
      bypass the first level of support
    • Be able to have LL Bean know that he recently purchased
      a set of Chinos and, if calling within a day of receiving
      them, be prepared for his questions
          Give the user what they want,
                when they want it!
Competing Constraints

        Management                       Press


  Deliver performance at low   Have something interesting
  or reduced cost              to write about
  Achieve goals quickly and    Inform as soon as possible
  effectively                  from “real parties”

        Community/                    Technology
        Supporters                      Vendors

  Give me actions that are     Reuse my platform so I can
  simple and effective         make my margins
  Give me recognition and      Spend only to increase my
  connection                   market
AMP: the Future of Advocacy
What?
Okay – so the illustration is kind of technical…
         …but it addresses the competing needs
  Management needs flexibility for vendor selection
    • Avoid lock-in to any one vendor, campaigns migrate
  Staff needs power with simplicity for campaigns
    • Choose campaign method without needing to be a techie
    • Achieve goals using smarts of datamining and interface
  Supporters need ease of action and flexibility to act and
  be a part of the effort, not simply being an ATM
    • Say “thank you” for any/all actions
    • Track performance to throttle marketing communication
      messages
    • Give options to act when THEY want, not just when we
      want
Is this idea new?
No.                                                Customer Web Interface

  Drafted this system in 2001
  for the largest European                Inventory
                                                                         CRM
                                                                   SFA & Trouble     Billing
  telecoms provider                                                    Ticketing

Why now?
  Costs of software and
                                 Policy                                             Mediation
  hardware are cheap            Manager            Workflow/Middleware Bus

  Supporters more familiar
  with Internet channels        Policy
                                Library                                               QoS
  Staff and campaigns need                 Fault        Perform.        Service     App Level
                                           Mgt            Mgt          Activation
  to succeed with an easy                                                             Data
                                                                                     Collect
  and powerful interface

                                                           IP Network
A proposal for fladems.com (2005)
                                                                            leaders
                                                               FDP                      champions
      Press
                                                                     Faces & Voices
Simple storylines focused              FDP Blog                      supporters   candidates
on FDP message
                              Ongoing conversation with supporters
                              Authentic voices, not press releases
                              Supporters comments
   FDP Channel                                                                Fundraising
 Email         RSS
                                   FDP Database                         Provide feedback on
Grounding relationships                                                 online and offline media
Sign up box prominent             plumbing4politics                     campaigns
Invitations to engage                                                       TV and radio
     Come to DEC meetings                                                   Direct mail
     Join the Party                                                         Events and House
                                        events                              Parties
List segmented over time  media center            fundraising
                                                                        Give super donors, DEC
                                    Action Center                       and supporters bundling
                                 membership    voter contact            power
What is plumbing4politics?

           Affiliate & local       Website
                                                       Petitions
              databases


         Events
                                                              Contribution
                                 FDP Database
                                                                System
   Web-enabled
   Community
                                                              Email & RSS are
                         RSS                    Bulk Email    low-cost mediums
                        System                   System       for narrow-casting,
Integrated supporter                                          relationship-building
relationship management:                                      and viral growth
reporting, learning, and
lifecycle                        Reporting
                       Supporter  System Management
                      Management           Information
Advocacy Management Platform
AMP gives:
  Management flexibility through “plug-ins” and strong
  reporting
  Staff power through simplicity using intuitive interfaces
  and consistent business processes
  Supporters get control over their information
  AMP Owner gets repository of actions and information
  that can be resold as premium services
   • Basic – hosted solution
   • Advanced – general/trending datamining services
   • Premium – targeted datamining services
Power is in the DATA
Power is in the FLEXIBILITY
Can use multiple channels to impact supporters
  Fax – designed to look “human”, not automated
  Click2Dial – using web and POTS to connect supporters
  with electeds and/or other supporters – with tracking
  SMS – designed to engage with mini-messages at point
  of action (flashmobs – tmobile Supermarket Races)
  Blogging – tracking who posts where for what effect
  (pro/con/non)
  Microblogging – using comments and
  twitter/Jaiku/facebook for posting and tracking feeds
  Email – track open/actions for future analysis for
  communications
“But <XXX> does this!”, you cry.
You can name a number of platforms
  Kintera, Convio, GetActive, DIA
         ...and you are locked into their solutions
You can name a number of channel providers
  EZLink, WhatCounts, SubscriberMail, PoliTxt
       …and you can not share data/knowledge
No one offers data integration for advocacy
 campaigns
  Connecting online actions with fundraising performance
  …what is it that really brings home the “bacon”
Power is in the “KISS”
Keep it simple stupid
  Most solutions are driven by the engineer, not the user
  Design of the interface is often an after-thought
  AMP focused on making it incredibly simple for the
  techphobic – the typical political operative who hates
  forms and “databases”
    • “I have no idea what is wrong with this – can you fix it?”
AMP Slideware Presentation
Conclusion
AMP has:
  Flexibility – use any vendor relationship for management
  KISS – ease of use for regular folks to make campaigns
  Data – where we grow the information over time
  Portable – will be installable behind the firewall


Where do we go from here?
Thank you for your time!


Sanford Dickert
   sanford@rawlingsatlantic.com
   www.rawlingsatlantic.com

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Future Of Advocacy

  • 1. Future of Advocacy Management Sanford Dickert Rawlings Atlantic
  • 2. “Hi. I am the Internet guy.” The “guy who does the Internet” for campaigns CTO, John Kerry for President Dir of Internet Strategy, Deutsch for US Senate Internet Consultant, Rod Smith for FL Governor Campaign Manager, Eric Massa for Congress
  • 3. “Hi. I am the Internet guy.” Extended the concepts from politics to business Director of Contagious Conversations – focusing on social media marketing • 16Bars – hip-hop mobile marketing and contests • Goodnight Burbank – successful comedy podcast • Greg Warren Comedy – increasing name reach • tripSync – increasing awareness through blogs and SEO
  • 4. Current State of Online Advocacy Presidential Campaigns All about the mailing list – direct mail model • blog – press releases in lieu of conversation • social networking – Facebook, myspace, YouTube • email – money and issue identification • house parties – money and emails Politics thinks of advocacy as flypaper how can we capture them how can we get them to donate
  • 5. Engagement without memory Seen more “systems” and vendors than I wish iStandFor, NGP Software, Democracy in Action, WhatCounts, GetActive, Convio, Kintera, EZFax, CivicSpace, Drupal, Joombla, Mambo, etc. Every vendor has NO recollection of what I (or my customers) have done before In politics – vendors are often chosen by the General Consultant and/or Managing Director of the NGO In business – vendors are often entrenched or quickly migrated from one to another by decision makers or product managers The history of prior performance is often lost or locked away in some CRM database that is lost or forgotten
  • 6. Two tracks – google and VRM A little history about google: Started as a search engine algorithm that could • Targeted searches by learning your preferences Moved into search engine advertising and AdSense • Better click performance if ads fit what you are looking for • Need to understand page to match appropriate ads google needs more up-to date information to understand your current interests/intents google captures information when you • use the search engine (on google, on IE, on Firefox, etc) • read pages with AdSense (served from google) • use gmail, google Docs, google Calendar • search using google Desktop (indexes your files)
  • 7. Two tracks – google and VRM A little history about google: Today, google knows more Started as a search engine algorithm that could • Targeted searches by learning your preferences about search and your interests Moved into you engine advertising and AdSense than the • Better click performance if ads fit what you are looking for • Need to understand page to match appropriate ads CIA google needs more up-to date information to FBI understand your current interests/intents NSA google captures information when you • use the search engine (on google, on IE, on Firefox, etc) or even your mother • read pages with AdSense (served from google) • use gmail, google Docs, google Calendar • search using google Desktop (indexes your files)
  • 8. Attraction in a search engine world google’s PageRank dailykos.com Validity is based on the nytimes.com blogger.com number of backlinks a page has pointing to it Age of links and age of content also impact the attractiveness stanford.edu geocities.com Reputation of source site also has serious impact on johnkerry.com validity (stanford.edu much higher than blogger.com) Social media is both a time-sensitive and link- sensitive property (e.g. how quick, how many)
  • 9. Attraction in a search engine world How are we to do it? Search is about relevant content – in a familiar location e.g. Finding a auto mechanic in the Yellow Pages In making the decision to act, we: Read the advert (is this what I want?) Cold call the provider (do they share my viewpoint?) Ask friends or references (do they have good reputation?)
  • 10. Blogging empowers the consumer By blogging about the content that is relevant to you – and engaging with the blogging community – you address the customer’s needs Read the Advert – snippet in the search engine Cold Calling – follow along other posts/comments Asking for References – how high does the post rank in google? who ranks them? who comments? Through blogging, you identify the product – the customer finds to you, because you offer what they need at the time they are looking for it
  • 11. Building the attraction… Understanding the rules of the search engines defines “attractiveness” Original, frequently updated content Links between relevant sites Frequent references to ideas/concepts Which explains “social media”… Blogging in inherently a “social act” – you must engage the community (both readers and other sites) to share the conversation and traffic (read: links)
  • 12. Does blogging really deliver? Backbone Media conducted an extensive survey with corporate bloggers, and summarized: 'Another way to publish content and ideas', 'Thought leadership', and 'Build a community' top three reasons for blogging Bloggers received results more quickly on the search engine marketing factors 'Increase link popularity' and 'Boost search engine positions' than bloggers received on 'Increasing sales'. Within one month – search engine ranking and link popularity increased 83% saw traffic increase due to blog traffic to the site Search engine keyword traffic increased with posts relevant to the keywords http://www.backbonemedia.com
  • 13. Rod Smith for Governor Study Campaign needed a change of online direction: Increase awareness Focus on “Democrat” Increase membership Increase involvement Site redesign hid other strategies: Search engine optimization Blog engagement
  • 14. Rod Smith for Governor Study Campaign needed a change of online direction: Increase awareness Focus on “Democrat” Increase membership Increase involvement Site redesign hid other strategies: Search engine optimization Blog engagement Blog recruitment
  • 15. Results? Search engine placement: google: from 19th to 3rd Yahoo!: from 10th to 3rd MSN: already at 1st Site traffic: Tripled average traffic Signups doubled Keyword cost: Reduced paid click thrus due to higher SE placement All within 30 days… Launch was Nov 9th, 2005
  • 16. google NEEDS to know YOU “I want to be able to see into the mind of G-d” -Sergey Brin, interview in Red Herring, 2000 Why does this story matter? google has shown that technology and being the center of the information hub is where the power lies - Infrastructure is a commodity (google fiber, <$50/Mbps) - Content is cheaper than ever (UGC, YouTube) - Software is becoming easier to create Aggregation of user data is where the magic is Give the user what they want, when they want it!
  • 17. Vendor Relationship Management Doc Searls, tech visionary Frustrated with the way vendors treat him and everyone else the same • More databases and technology than someone can throw at him, and he STILL gets treated as a generic customer Wants the ability to set his vendor “preferences” and bring it under his control • Be able to tell Dell that he is a tech-savvy customer and bypass the first level of support • Be able to have LL Bean know that he recently purchased a set of Chinos and, if calling within a day of receiving them, be prepared for his questions Give the user what they want, when they want it!
  • 18. Competing Constraints Management Press Deliver performance at low Have something interesting or reduced cost to write about Achieve goals quickly and Inform as soon as possible effectively from “real parties” Community/ Technology Supporters Vendors Give me actions that are Reuse my platform so I can simple and effective make my margins Give me recognition and Spend only to increase my connection market
  • 19. AMP: the Future of Advocacy
  • 20. What? Okay – so the illustration is kind of technical… …but it addresses the competing needs Management needs flexibility for vendor selection • Avoid lock-in to any one vendor, campaigns migrate Staff needs power with simplicity for campaigns • Choose campaign method without needing to be a techie • Achieve goals using smarts of datamining and interface Supporters need ease of action and flexibility to act and be a part of the effort, not simply being an ATM • Say “thank you” for any/all actions • Track performance to throttle marketing communication messages • Give options to act when THEY want, not just when we want
  • 21. Is this idea new? No. Customer Web Interface Drafted this system in 2001 for the largest European Inventory CRM SFA & Trouble Billing telecoms provider Ticketing Why now? Costs of software and Policy Mediation hardware are cheap Manager Workflow/Middleware Bus Supporters more familiar with Internet channels Policy Library QoS Staff and campaigns need Fault Perform. Service App Level Mgt Mgt Activation to succeed with an easy Data Collect and powerful interface IP Network
  • 22. A proposal for fladems.com (2005) leaders FDP champions Press Faces & Voices Simple storylines focused FDP Blog supporters candidates on FDP message Ongoing conversation with supporters Authentic voices, not press releases Supporters comments FDP Channel Fundraising Email RSS FDP Database Provide feedback on Grounding relationships online and offline media Sign up box prominent plumbing4politics campaigns Invitations to engage TV and radio Come to DEC meetings Direct mail Join the Party Events and House events Parties List segmented over time media center fundraising Give super donors, DEC Action Center and supporters bundling membership voter contact power
  • 23. What is plumbing4politics? Affiliate & local Website Petitions databases Events Contribution FDP Database System Web-enabled Community Email & RSS are RSS Bulk Email low-cost mediums System System for narrow-casting, Integrated supporter relationship-building relationship management: and viral growth reporting, learning, and lifecycle Reporting Supporter System Management Management Information
  • 24. Advocacy Management Platform AMP gives: Management flexibility through “plug-ins” and strong reporting Staff power through simplicity using intuitive interfaces and consistent business processes Supporters get control over their information AMP Owner gets repository of actions and information that can be resold as premium services • Basic – hosted solution • Advanced – general/trending datamining services • Premium – targeted datamining services
  • 25. Power is in the DATA
  • 26. Power is in the FLEXIBILITY Can use multiple channels to impact supporters Fax – designed to look “human”, not automated Click2Dial – using web and POTS to connect supporters with electeds and/or other supporters – with tracking SMS – designed to engage with mini-messages at point of action (flashmobs – tmobile Supermarket Races) Blogging – tracking who posts where for what effect (pro/con/non) Microblogging – using comments and twitter/Jaiku/facebook for posting and tracking feeds Email – track open/actions for future analysis for communications
  • 27. “But <XXX> does this!”, you cry. You can name a number of platforms Kintera, Convio, GetActive, DIA ...and you are locked into their solutions You can name a number of channel providers EZLink, WhatCounts, SubscriberMail, PoliTxt …and you can not share data/knowledge No one offers data integration for advocacy campaigns Connecting online actions with fundraising performance …what is it that really brings home the “bacon”
  • 28. Power is in the “KISS” Keep it simple stupid Most solutions are driven by the engineer, not the user Design of the interface is often an after-thought AMP focused on making it incredibly simple for the techphobic – the typical political operative who hates forms and “databases” • “I have no idea what is wrong with this – can you fix it?”
  • 30. Conclusion AMP has: Flexibility – use any vendor relationship for management KISS – ease of use for regular folks to make campaigns Data – where we grow the information over time Portable – will be installable behind the firewall Where do we go from here?
  • 31. Thank you for your time! Sanford Dickert sanford@rawlingsatlantic.com www.rawlingsatlantic.com