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SAWA Management Conference | June 10, 2011

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Page 1: SAWA Management Conference - Online Fundraising, Marketing & … · 2011-06-10 · Social Media •Tweeted multiple updates/day pointing to actions, fundraising asks, blog posts from

1©2011 Convio, Inc. | PageSAWA Management Conference | June 10, 2011

Page 2: SAWA Management Conference - Online Fundraising, Marketing & … · 2011-06-10 · Social Media •Tweeted multiple updates/day pointing to actions, fundraising asks, blog posts from

2©2011 Convio, Inc. | Page

Expertise

• Database marketing and analytics

• Constituent relationship management

• Campaign optimization through marketing intelligence

Who am I?

Mike Rogers

Vice President of Strategy,

ConvioStrategic Multi-Channel

Marketing

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3©2011 Convio, Inc. | Page

1) The ResearchHow do animal welfare orgs fare against other nonprofits?

2) The TransitionWhy should I integrate online and traditional channels?

3) Put It All TogetherWhat does integration look like in the real world?

Today’s Agenda

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4©2011 Convio, Inc. | Page

The Research

Page 5: SAWA Management Conference - Online Fundraising, Marketing & … · 2011-06-10 · Social Media •Tweeted multiple updates/day pointing to actions, fundraising asks, blog posts from

5©2011 Convio, Inc. | Page

Research Overview

• Online Marketing Nonprofit Benchmark™ Study was created to help nonprofit marketers answer:

• What online marketing metrics should I focus on?

• How is my organization doing?

• What targets should I set for my organization?

• Data from nearly 600 nonprofit organizations and aggregates their results in benchmarks

• Nonprofit organizations can compare themselves to any one of 16 benchmarks

Page 6: SAWA Management Conference - Online Fundraising, Marketing & … · 2011-06-10 · Social Media •Tweeted multiple updates/day pointing to actions, fundraising asks, blog posts from

6©2011 Convio, Inc. | Page

• Online continues to grow despite a difficult economy

• Online fundraising up 20%

• Advocates on file up 27%

• Email files up 22%

• Gift count and average gift size drove fundraising gains

• Small email files are growing fast

• Open rates hold steady, but constituents are reluctant to click-through

Key Findings

Page 7: SAWA Management Conference - Online Fundraising, Marketing & … · 2011-06-10 · Social Media •Tweeted multiple updates/day pointing to actions, fundraising asks, blog posts from

7©2011 Convio, Inc. | Page

Study Composition

Vertical Study

Animal Welfare 34

Association & Membership 19

Christian Ministries 46

Disaster & International Relief 35

Disease & Health Services 63

Environment & Wildlife 26

Food Bank 21

Higher Education 18

Hospital, Hospital Foundation & Research 24

Human & Social Services 55

Jewish 10

National Nonprofit Mailers 44

Public Affairs 65

Public Broadcasting Stations 27

Team Events 72

Visitation, Performing Arts & Libraries 30

Total 2011 Study 589

• We don’t publicly disclose which of our clients compose the benchmarks, but this chart shows how they break down by vertical

• Must have been a Convio client all of 2009 & 2010

• Note: each vertical has 10 or more organizations

34 Animal Welfare

Organizations

Page 8: SAWA Management Conference - Online Fundraising, Marketing & … · 2011-06-10 · Social Media •Tweeted multiple updates/day pointing to actions, fundraising asks, blog posts from

8©2011 Convio, Inc. | Page

How to Read the Charts

Metric Title, Composition and Time Frame

“Nonprofit

Verticals” Result

How calculated and

“n” valueAll Vertical

Benchmark

Small Sample

■ Difference between median and average ($30,$40,$80)

Page 9: SAWA Management Conference - Online Fundraising, Marketing & … · 2011-06-10 · Social Media •Tweeted multiple updates/day pointing to actions, fundraising asks, blog posts from

9©2011 Convio, Inc. | Page

Animal Welfare: 20,761

Page 10: SAWA Management Conference - Online Fundraising, Marketing & … · 2011-06-10 · Social Media •Tweeted multiple updates/day pointing to actions, fundraising asks, blog posts from

10©2011 Convio, Inc. | Page

• Small to mid-sized organizations are growing the fastest

Page 11: SAWA Management Conference - Online Fundraising, Marketing & … · 2011-06-10 · Social Media •Tweeted multiple updates/day pointing to actions, fundraising asks, blog posts from

11©2011 Convio, Inc. | Page

Animal Welfare: 1.9%

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12©2011 Convio, Inc. | Page

Animal Welfare: 35,572

Page 13: SAWA Management Conference - Online Fundraising, Marketing & … · 2011-06-10 · Social Media •Tweeted multiple updates/day pointing to actions, fundraising asks, blog posts from

13©2011 Convio, Inc. | Page

Animal Welfare: 19,107

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14©2011 Convio, Inc. | Page

Animal Welfare: 31%

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15©2011 Convio, Inc. | Page

Animal Welfare: $265,336

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16©2011 Convio, Inc. | Page

Animal Welfare: 21%

Page 17: SAWA Management Conference - Online Fundraising, Marketing & … · 2011-06-10 · Social Media •Tweeted multiple updates/day pointing to actions, fundraising asks, blog posts from

17©2011 Convio, Inc. | Page

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18©2011 Convio, Inc. | Page

Animal Welfare: $57.51

Page 19: SAWA Management Conference - Online Fundraising, Marketing & … · 2011-06-10 · Social Media •Tweeted multiple updates/day pointing to actions, fundraising asks, blog posts from

19©2011 Convio, Inc. | Page

Animal Welfare: $16.88

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20©2011 Convio, Inc. | Page

Animal Welfare: 18%

Page 21: SAWA Management Conference - Online Fundraising, Marketing & … · 2011-06-10 · Social Media •Tweeted multiple updates/day pointing to actions, fundraising asks, blog posts from

21©2011 Convio, Inc. | Page

Animal Welfare: 2.62%

Page 22: SAWA Management Conference - Online Fundraising, Marketing & … · 2011-06-10 · Social Media •Tweeted multiple updates/day pointing to actions, fundraising asks, blog posts from

22©2011 Convio, Inc. | Page

Animal Welfare: 0.26%

Page 23: SAWA Management Conference - Online Fundraising, Marketing & … · 2011-06-10 · Social Media •Tweeted multiple updates/day pointing to actions, fundraising asks, blog posts from

23©2011 Convio, Inc. | Page

Animal Welfare: 20%

Page 24: SAWA Management Conference - Online Fundraising, Marketing & … · 2011-06-10 · Social Media •Tweeted multiple updates/day pointing to actions, fundraising asks, blog posts from

24©2011 Convio, Inc. | Page

Animal Welfare: 27.31%

Page 25: SAWA Management Conference - Online Fundraising, Marketing & … · 2011-06-10 · Social Media •Tweeted multiple updates/day pointing to actions, fundraising asks, blog posts from

25©2011 Convio, Inc. | Page

Animal Welfare: 15.15%

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26©2011 Convio, Inc. | Page

Animal Welfare: 4.33%

Page 27: SAWA Management Conference - Online Fundraising, Marketing & … · 2011-06-10 · Social Media •Tweeted multiple updates/day pointing to actions, fundraising asks, blog posts from

27©2011 Convio, Inc. | Page

The Transition

Page 28: SAWA Management Conference - Online Fundraising, Marketing & … · 2011-06-10 · Social Media •Tweeted multiple updates/day pointing to actions, fundraising asks, blog posts from

28©2011 Convio, Inc. | Page

Channel Trends: Headline News

Page 29: SAWA Management Conference - Online Fundraising, Marketing & … · 2011-06-10 · Social Media •Tweeted multiple updates/day pointing to actions, fundraising asks, blog posts from

29©2011 Convio, Inc. | Page

1) Nonprofit offline donors are aging

2) Donor files and acquisition list sources are shrinking

3) Revenues are flat and–in many cases–are falling

4) Direct mail costs are increasing/ fundraising margins are shrinking

Nonprofits need (younger) more valuable donors

The Need

Page 30: SAWA Management Conference - Online Fundraising, Marketing & … · 2011-06-10 · Social Media •Tweeted multiple updates/day pointing to actions, fundraising asks, blog posts from

30©2011 Convio, Inc. | Page

Today’s Media

Page 31: SAWA Management Conference - Online Fundraising, Marketing & … · 2011-06-10 · Social Media •Tweeted multiple updates/day pointing to actions, fundraising asks, blog posts from

31©2011 Convio, Inc. | Page

Increasingly Multi-Channel Behavior

% Who Agree, Appropriate Solicitation Channel

GEN Y GEN X BOOMER MATURE

MAIL 77% 79% 74% 77%

EMAIL 76% 69% 60% 51%

SOCIAL MEDIA 69% 60% 38% 17%

PHONE 51% 42% 39% 34%

TEXT 38% 25% 16% 13%

Source: Next Generation of American Giving, Convio, 2010

Page 32: SAWA Management Conference - Online Fundraising, Marketing & … · 2011-06-10 · Social Media •Tweeted multiple updates/day pointing to actions, fundraising asks, blog posts from

32©2011 Convio, Inc. | Page

Changing Constituent Landscape

ANNUALGIVING

DONATED BYCHECK BY MAIL

PRIMARY CHANNELS

REGULARLY ON FACEBOOK

Matures

39

M

POPULATION

Boomers Gen X

78

M

POPULATION

62

M

POPULATION

Source: Next Generation of American Giving, Convio, 2010

Page 33: SAWA Management Conference - Online Fundraising, Marketing & … · 2011-06-10 · Social Media •Tweeted multiple updates/day pointing to actions, fundraising asks, blog posts from

33©2011 Convio, Inc. | Page

Lifetime Donor ValueDonor Value 12 MonthsNew Donor Renewal Rate

Value of Multi-Channel Engagement

Sources: Study entitled “Integrating Online Marketing (eCRM) with Direct Mail Fundraising” by Convio and StrategicOne

Traditional defined as offline use. Internet Enabled defined as both offline and eCRM use.

34.4%

50.9%

Mail

+48%

Multi-Channel

$96

$187

Mail

+95%

Multi-

Channel

$314

$694

Mail

+121%

Multi-Channel

Page 34: SAWA Management Conference - Online Fundraising, Marketing & … · 2011-06-10 · Social Media •Tweeted multiple updates/day pointing to actions, fundraising asks, blog posts from

34©2011 Convio, Inc. | Page

Constituent Engagement Journey

• Minimal online

marketing

• Not financially

committed to

second channel

• Online <5% of

direct response

revenue

• Calendar-based

campaigning

OptimizedTraditional

• Separate metrics &

team for online

marketing

• No calendar /

campaign

coordination

• Online constitutes

5-25% of direct

response revenue

• Thematically

integrated

• Coordinated

appeals

• Integrated calendar

• Shared metrics

• Testing social and

mobile

• More stuff through

more channels

Coordinated

• Unified strategy with

full integration and

measurement

across all channels

• Seamlessly

manages

constituent life-

stages

• Peer to peer is a

real strategy

Early Stage

Page 35: SAWA Management Conference - Online Fundraising, Marketing & … · 2011-06-10 · Social Media •Tweeted multiple updates/day pointing to actions, fundraising asks, blog posts from

35©2011 Convio, Inc. | Page

Traditional

Organizational Structure

Separate Metrics & Team

for Online Marketing

Disparate (Sometimes

Conflicting) Goals

Inconsistent Voices

Representing Organization

Communications

Development

IT

Others (?)Government

Affairs

Page 36: SAWA Management Conference - Online Fundraising, Marketing & … · 2011-06-10 · Social Media •Tweeted multiple updates/day pointing to actions, fundraising asks, blog posts from

36©2011 Convio, Inc. | Page

Coordinated

Organizational Structure

Coordinating

Teams

Communications Development

Government

Affairs

IT

Shared Metrics

Thematically Integrated

Coordinated Appeals

Page 37: SAWA Management Conference - Online Fundraising, Marketing & … · 2011-06-10 · Social Media •Tweeted multiple updates/day pointing to actions, fundraising asks, blog posts from

37©2011 Convio, Inc. | Page

Optimized

Organizational Structure

Coordinating

Teams

Development Online Communications Marketing

Unified Strategy & Full

Integration Across

Channel Managers

Page 38: SAWA Management Conference - Online Fundraising, Marketing & … · 2011-06-10 · Social Media •Tweeted multiple updates/day pointing to actions, fundraising asks, blog posts from

38©2011 Convio, Inc. | Page

Self-AssessmentWhere Are You in the Multi-Channel Evolution?

Page 39: SAWA Management Conference - Online Fundraising, Marketing & … · 2011-06-10 · Social Media •Tweeted multiple updates/day pointing to actions, fundraising asks, blog posts from

39©2011 Convio, Inc. | Page

• Draw your fundraising pie charts:

A Quick Exercise

NOW 2021

Page 40: SAWA Management Conference - Online Fundraising, Marketing & … · 2011-06-10 · Social Media •Tweeted multiple updates/day pointing to actions, fundraising asks, blog posts from

40©2011 Convio, Inc. | Page

Which Type of Organization Are You?

Type A

Tension Behavior Outcome

Fear BlamingBurnout,

Detachment

Anxiety Self-interestStagnation,

Isolation

Political Downgrading

Tension Behavior Outcome

Innovation Cooperation Achieve Goals

Creativity TeamworkShared

Success

Productive Rewards

Type B

Source: Mark Climie-Elliott, HJC Senior Consultant, “Turning Point” Webinar, April 15, 2010.

Page 41: SAWA Management Conference - Online Fundraising, Marketing & … · 2011-06-10 · Social Media •Tweeted multiple updates/day pointing to actions, fundraising asks, blog posts from

41©2011 Convio, Inc. | Page

Progress in Stages

Page 42: SAWA Management Conference - Online Fundraising, Marketing & … · 2011-06-10 · Social Media •Tweeted multiple updates/day pointing to actions, fundraising asks, blog posts from

42©2011 Convio, Inc. | Page

Departments prioritize

audiences

Plan channel investment

Create offers by channel

Launch campaigns

by audience

Analyze results

Evolving through the Stages

Traditional

Page 43: SAWA Management Conference - Online Fundraising, Marketing & … · 2011-06-10 · Social Media •Tweeted multiple updates/day pointing to actions, fundraising asks, blog posts from

43©2011 Convio, Inc. | Page

Shared Goals & Metrics

Evolving through the Stages

Coordinated

Organization prioritizes audiences

Plan channel investment

Integrated calendar

Create offers by channel

Launch campaigns on calendar

Analyze results

Page 44: SAWA Management Conference - Online Fundraising, Marketing & … · 2011-06-10 · Social Media •Tweeted multiple updates/day pointing to actions, fundraising asks, blog posts from

44©2011 Convio, Inc. | Page

Organization prioritizes audiences

Plan channel investment

Predict Engagement

lifecycle

Behavior drives offers/channels

Longitudinally focused

communications

Analyze results

Evolving through the Stages

OptimizedFull Data & Analytical

Integration

Page 45: SAWA Management Conference - Online Fundraising, Marketing & … · 2011-06-10 · Social Media •Tweeted multiple updates/day pointing to actions, fundraising asks, blog posts from

45©2011 Convio, Inc. | Page

1. Progress in phases

2. Evaluate results across channels

3. Use Intelligence from data to direct strategies

4. Adopt new technologies

Evolving through the Stages

Page 46: SAWA Management Conference - Online Fundraising, Marketing & … · 2011-06-10 · Social Media •Tweeted multiple updates/day pointing to actions, fundraising asks, blog posts from

46©2011 Convio, Inc. | Page

Put It All Together

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47©2011 Convio, Inc. | Page

An online advocacy effort by the Brady Campaign grew their email file from 40K to140K. The vast majority were new prospects.

Value of Multi-Channel: Acquisition

Over 10 months

48k; 0.37%; $46 avg. gift

123.7k; 0.37%; $39

135.6k; 0.19%; $40

141k; 0.27%; $24

Email Solicitation

1st Wave

33k; 1.26% (overall 1.11%)

Avg. gift: $24.22 (overall $20.52)

Net per acquired: -$6.22 (overall

-$15.71)

2nd Wave

12k, 1.07% (overall 1.08%)

Avg. gift: $23.40 (overall $22.50)

Net per acquired: -$12.13 (overall

-$16.29)

Direct Mail Solicitation

Timed with 2nd Wave

Phone match 20,000

Pledge rate: 21%

Avg. pledge: $27.38

Phone Solicitation

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48©2011 Convio, Inc. | Page

WWF: For 1st

time ever, heads

of state convene 2

try 2 save tigers.

Tell the US 2

commit to global

tiger conservation.

http://bit.ly/dp0ovd

(reply STOP 2

unsub)

2010: Year of the Tiger A Multimedia Year Long Effort

Website

Email Social Media TV w/custom web

Mobile

Outdoor Ads

Direct Mail

Celebrity Leadership

Page 49: SAWA Management Conference - Online Fundraising, Marketing & … · 2011-06-10 · Social Media •Tweeted multiple updates/day pointing to actions, fundraising asks, blog posts from

49©2011 Convio, Inc. | Page

CHANNEL DESCRIPTION

Mail • Mailed urgent gram focusing on fundraising ask to 175K+ donors

• Inserted buck slip in subsequent mailing

• Included call to action in renewal notices to high-dollar donors

Telemarketing • Up on phones within 24 hours urging donors to support Amnesty

• Updated script as crisis evolved

• Follow-up calls taking place this month

Email • Sent 6 emails (both action alerts and fundraising appeals) from early

February until early March

Web Site • Developed campaign landing page featuring updates on developments in

region and actions

• Published 2 dozen+ blog posts

• Posted home page feature, which we updated on a frequent basis to

reflect changing conditions on the ground

Social Media • Tweeted multiple updates/day pointing to actions, fundraising asks, blog

posts from researchers in the field, photo slideshows & videos

• Launched new Facebook application, which enables users to take an

action from their news feed

Mobile • Sent 3 updates to mobile subscribers: 2 phone actions and 1 update

regarding detained Amnesty researchers

Amnesty Response to Africa/ Middle East

Page 50: SAWA Management Conference - Online Fundraising, Marketing & … · 2011-06-10 · Social Media •Tweeted multiple updates/day pointing to actions, fundraising asks, blog posts from

50©2011 Convio, Inc. | Page

Results

• 60% higher pledge rate than projected in telemarketing efforts

– 50% credit card rate

• Exceeded February’s online income projections by more than 60%

• Blog traffic was second highest to date, with 60,000+ page views

• Facebook likes increased by nearly 100,000

• # of Twitter followers grew by 40%

Page 51: SAWA Management Conference - Online Fundraising, Marketing & … · 2011-06-10 · Social Media •Tweeted multiple updates/day pointing to actions, fundraising asks, blog posts from

51©2011 Convio, Inc. | Page

Where do I find these slides and research?

www.convio.com/2011benchmark

or drop your business card at the front and we’ll send you an email

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52©2011 Convio, Inc. | Page

ConnectionCafe.com

Let’s talk. Connect with us.

Twitter.com/Convio

Facebook.com/ConvioInc

YouTube.com/ConvioInc

Slideshare.net/Convio

1-888-528-9501 (toll-free) | www.convio.com