charity marketing conference - lindsay herbert - a british heart foundation case study

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Topic: Using technology to power your online activity: A British Heart Foundation Case Study * Discover how BHF used their content management and digital marketing platforms in creative ways to boost fundraising * How to integrate your internal and external systems to improve data capture * Three key steps to keep your visitors and donors engaged and interacting with your digital channels * Why delivering a seamless, connected experience is the route to get the results your organisation deserves

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HOW THE BHF IS USING DIGITAL TO WIN COMPETITIVE ADVANTAGE.

SX SURVIVAL OF THE FITTEST

@lindzeiy @precedentcomms #precsem

LINDSAY HERBERT,

GLOBAL HEAD OF DIGITAL

ON THE EDGE LIVE8 OCTOBER // 2014

WHY DO WE EXIST?

@lindzeiy @precedentcomms #precsem

WHY DO WE EXIST?

WHY DO WE EXIST?

HIERARCHY OF HUMAN NEEDS:

@lindzeiy @precedentcomms #precsem

HIERARCHY OF HUMAN NEEDS:

TO THRIVE WE WANT SELF ESTEEM AND SOCIAL ACCEPTANCESOCIAL ACCEPTANCE

TO SURVIVE WE WANT WEALTH, SECURITY AND PHYSICAL WELLBEING

@lindzeiy @precedentcomms #precsem

WHY DO YOU EXIST?

@lindzeiy @precedentcomms #precsem

MEANINGFUL IDEAS,INTELLIGENTLY DELIVERED.

@lindzeiy @precedentcomms #precsem

@lindzeiy @precedentcomms #precsem

@lindzeiy @precedentcomms #precsem

@lindzeiy @precedentcomms #precsem

EVERY ORGANISATION STARTS OUT BY MEETING THE NEEDS OF ITS AUDIENCES.

@lindzeiy @precedentcomms #precsem

EVERY ORGANISATION STARTS OUT BY MEETING THE NEEDS OF ITS AUDIENCES.

TIME GOES ON.TIME GOES ON.NEEDS EVOLVE.

@lindzeiy @precedentcomms #precsem

@lindzeiy @precedentcomms #precsem

@lindzeiy @precedentcomms #precsem

OUR SUPPORTERS ARE DISLOYAL.

T H E P E R C E P T I O N

@lindzeiy @precedentcomms #precsem

OUR SUPPORTERS ARE UNENGAGED.

T H E T R U T H

@lindzeiy @precedentcomms #precsem

✱ They can’t donate easily.

So they don’t give more.

✱ They can’t find advice or support.

So they don’t fundraise.

✱ They hate all the direct mail.

T H E T R U T H

✱ They hate all the direct mail.

So they don’t refer others.

✱ They can’t see where money goes.

So they warn others.

✱ They don’t feel valued or listened to.

So they never come back.

✱ They can’t donate easily.

✱ So they don’t give more.

✱ They can’t find advice or support.

So they don’t fundraise.

✱ They hate all the direct mail.

T H E T R U T H

✱ They hate all the direct mail.

So they don’t refer others.

✱ They can’t see where money goes.

So they cancel their direct debit.

✱ They don’t feel valued or listened to.

So they never come back.

✱ They can’t donate easily.

✱ So they don’t give more.

✱ They can’t find advice or support.

✱ So they don’t fundraise.

✱ They hate all the direct mail.

T H E T R U T H

✱ They hate all the direct mail.

So they don’t refer others.

✱ They can’t see where money goes.

So they cancel their direct debit.

✱ They don’t feel valued or listened to.

So they never come back.

✱ They can’t donate easily.

✱ So they don’t give more.

✱ They can’t find advice or support.

✱ So they don’t fundraise.

✱ They hate all the direct mail.

T H E T R U T H

✱ They hate all the direct mail.

✱ So they don’t refer others.

✱ They can’t see where money goes.

So they cancel their direct debit.

✱ They don’t feel valued or listened to.

So they never come back.

✱ They can’t donate easily.

✱ So they don’t give more.

✱ They can’t find advice or support.

✱ So they don’t fundraise.

✱ They hate all the direct mail.

T H E T R U T H

✱ They hate all the direct mail.

✱ So they don’t refer others.

✱ They can’t see where money goes.

✱ So they cancel their direct debit.

✱ They don’t feel valued or listened to.

So they never come back.

✱ They can’t donate easily.

✱ So they don’t give more.

✱ They can’t find advice or support.

✱ So they don’t fundraise.

✱ They hate all the direct mail.

T H E T R U T H

✱ They hate all the direct mail.

✱ So they don’t refer others.

✱ They can’t see where money goes.

✱ So they cancel their direct debit.

✱ They don’t feel valued or listened to.

✱ So they never come back.

OUR SUPPORTERS ARE UNENGAGED.

OUR CHARITY IS AT

RISK.

T H E T R U T H

OUR CHARITY IS AT

RISK.

@lindzeiy @precedentcomms #precsem

HOW FIT ARE YOU TO SURVIVE CHANGE?

@lindzeiy @precedentcomms #precsem

RATING YOUR SX FITNESS LEVEL:

ENDANGERED CONTENDER CHAMPIONEXPOSED

@lindzeiy @precedentcomms #precsem

RATING YOUR SX FITNESS LEVEL:

ENDANGERED CONTENDER CHAMPIONEXPOSED

@lindzeiy @precedentcomms #precsem

HOW DID BHFADAPT TO ITS SUPPORTERS’ SUPPORTERS’

NEEDS?

@lindzeiy @precedentcomms #precsem

CULTUREANALYSISRATIONALRATIONALEMOTIONAL

@lindzeiy @precedentcomms #precsem

CULTUREANALYSISRATIONALRATIONALEMOTIONALHOW YOU VALUEYOUR SUPPORTERS.

@lindzeiy @precedentcomms #precsem

CULTUREANALYSISRATIONALRATIONALEMOTIONALHOW YOU GATHER FEEDBACK AND REACT.

@lindzeiy @precedentcomms #precsem

CULTUREANALYSISRATIONALRATIONALEMOTIONALHOW YOUR CORE OFFER STACKS UP

TO THE REST.

@lindzeiy @precedentcomms #precsem

CULTUREANALYSISRATIONALRATIONALEMOTIONALHOW YOU ELEVATE AND DELIGHT

YOUR SUPPORTERS.

@lindzeiy @precedentcomms #precsem

HOW TO CAREWITH DIGITAL.WITH DIGITAL.

@lindzeiy @precedentcomms #precsem

IF YOU’RE ENDANGERED, START WITH:

CULTURE

C A R E

CULTUREHOW YOU VALUEYOUR SUPPORTERS.

@lindzeiy @precedentcomms #precsem

“ To provide our customerswith the most convenient access to media entertainment.”

W H Y D O Y O U E X I S T ?

access to media entertainment.”

@lindzeiy @precedentcomms #precsem

“ To win the fight againstheart disease.”

W H Y D O Y O U E X I S T ?

heart disease.”

@lindzeiy @precedentcomms #precsem

IF YOU’RE ENDANGERED, START WITH:

CULTURE

C A R E

✱ Include Supporter Experience in your strategic plan.

✱ Use feedback and trends to inform decisions.

✱ Tie staff appraisals to SX targets.

✱ Invest in ways to solve SX issues.

@lindzeiy @precedentcomms #precsem

IF YOU’RE EXPOSED, START WITH:

ANALYSIS

C A R E

ANALYSISHOW YOU GATHER FEEDBACK ANDREACT.

@lindzeiy @precedentcomms #precsem

£15 BILLION

IF YOU’RE EXPOSED, START WITH:

ANALYSIS

C A R E

✱ Engage users to understand changing needs.

✱ Collate touch point data into a Single Customer View.

✱ Compare past behaviour to current, for trends.

✱ Check marketing matches actual experiences

and monitor its effectiveness.

@lindzeiy @precedentcomms #precsem

IF YOU’RE A CONTENDER, TACKLE THE:

RATIONAL

C A R E

RATIONALHOW YOUR CORE OFFER STACKS UP TO THE COMPETITION.

@lindzeiy @precedentcomms #precsem

IF YOU’RE A CONTENDER, TACKLE THE:

RATIONAL

C A R E

✱ Offerings and events deliver to current core needs.

✱ End to end processes are efficient.

✱ Costs are fair and pay off is high.

✱ It’s easy to transact at every possible touchpoint.

@lindzeiy @precedentcomms #precsem

IF YOU’RE A CHAMPION, HARNESS THE :

EMOTIONAL

C A R E

EMOTIONALHOW YOU ELEVATE AND DELIGHTYOUR SUPPORTERS.

@lindzeiy @precedentcomms #precsem

THE MOST MAGICAL PLACE ON EARTH.ON EARTH.

@lindzeiy @precedentcomms #precsem

@lindzeiy @precedentcomms #precsem

@lindzeiy @precedentcomms #precsem

@lindzeiy @precedentcomms #precsem

@lindzeiy @precedentcomms #precsem

IF YOU’RE A CHAMPION,HARNESS THE:

EMOTIONAL

C A R E

✱ Interactions elevate the supporter socially.

✱ Supporters personally identify with the brand

and go out of their way to recommend.

✱ Success in life is increased by continued interactions.

✱ Supporters feel listened to, appreciated and valued.

@lindzeiy @precedentcomms #precsem

BUT WHAT DOES IT ALL MEAN?ALL MEAN?

@lindzeiy @precedentcomms #precsem

CULTUREANALYSISRATIONALRATIONALEMOTIONAL

@lindzeiy @precedentcomms #precsem

RATING YOUR SX FITNESS LEVEL:

ENDANGERED CONTENDER CHAMPIONEXPOSED

@lindzeiy @precedentcomms #precsem

EVERY ORGANISATION STARTS OUT BY MEETING THE NEEDS OF ITS AUDIENCES.

TIME GOES ON.TIME GOES ON.NEEDS EVOLVE.

@lindzeiy @precedentcomms #precsem

HIERARCHY OF HUMAN NEEDS:

TO THRIVE WE WANT SELF ESTEEM AND SOCIAL ACCEPTANCESOCIAL ACCEPTANCE

TO SURVIVE WE WANT WEALTH, SECURITY AND PHYSICAL WELLBEING

@lindzeiy @precedentcomms #precsem

WHY DO YOU EXIST?YOU EXIST?

@lindzeiy @precedentcomms #precsem

MEANINGFUL IDEAS,INTELLIGENTLY DELIVERED.

@lindzeiy @precedentcomms #precsem

THANK YOU.

@lindzeiy @precedentcomms #precsem

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