10/7/2013 #bbcon 1
TeamRaiser Communications
Best Practices
PRESENTED BY:
JOSH FOLLIS, ST. JUDE CHILDREN’S RESEARCH HOSPIT...
10/7/2013 #bbcon 2
• Welcome
• Optimizing Communications with TeamRaiser
- Autoresponders, Milestones and Suggested Messag...
10/7/2013 #bbcon 3
OPTIMIZING COMMUNICATIONS WITH TEAMRAISER
PRESENTED BY:
JOSH FOLLIS, ST. JUDE CHILDREN’S RESEARCH HOSPI...
10/7/2013 #bbcon 4
• Welcome
• Gift received
• 50% of goal
Autoresponders
• Revenue
based
messages
Milestones
• Ask
• Recr...
10/7/2013 #bbcon 5
Examples:
• Thank you for Registering
• A donor gave a gift on your behalf
• Someone joined your team
•...
10/7/2013 #bbcon 6
Examples:
• 3 days after registration – Thank you for registering (next step)
• 15 days after registrat...
10/7/2013 #bbcon 7
MILESTONES
MESSAGES THAT ARE GENERATED BY TEAMRAISER BASED ON
REACHING REVENUE GOALS.
Best practices:
•...
10/7/2013 #bbcon 8
Examples:
• Solicit
• Reminder to Donate
• Recruit Team Members
SUGGESTED MESSAGES
MESSAGES THAT ARE PR...
10/7/2013 #bbcon 9
• Single event
• Extremely
personalized content
• Participant coaching
on next steps.
Coaching
Emails
•...
10/7/2013 #bbcon 10
COACHING E-MAILS
MESSAGES DRIVEN FROM ADMIN TO PARTICIPANTS IN A SINGLE EVENT
TO DRIVE PARTICIPATION, ...
10/7/2013 #bbcon 11
COACHING E-MAILS
MESSAGES DRIVEN FROM ADMIN TO PARTICIPANTS IN A SINGLE EVENT
TO DRIVE PARTICIPATION, ...
10/7/2013 #bbcon 12
EMAIL EXPRESS
MESSAGES SENT BY EVENT MANAGERS THROUGH THE EVENT
MANAGERS CENTER TO A SINGLE EVENT.
Bes...
10/7/2013 #bbcon 13
ANATOMY OF PARTICIPANT CENTER
Track Progress
and Update Goal
Team Captain
Message
What to do
next?
Cli...
10/7/2013 #bbcon 14
PARTICIPATE CENTER NEWS FEEDS
PARTICIPANT CENTER TOOL THAT ALLOWS ORGANIZATIONS AND EVENT
MANAGERS TO ...
10/7/2013 #bbcon 15
NEWS FEEDS
10/7/2013 #bbcon 16
LET’S GET TECHNICAL
PRESENTED BY:
DEREK MARTIN, BLACKBAUD
10/7/2013 #bbcon 17
MAKE IT PERSONAL
10/7/2013 #bbcon 18
BEYOND THE WYSIWYG
[[S120:dc:participantName]]
[[S120:dc:isGiftAmountGreaterThan:$50]]
10/7/2013 #bbcon 19
PERSONALIZATION OPTIONS
10/7/2013 #bbcon 20
MAKE IT DYNAMIC
10/7/2013 #bbcon 21
• Registration Date
• Personal Goal
• Number of Donations
• Amount Raised
• Percent of Goal
• Emails S...
10/7/2013 #bbcon 22
MAKE IT RELEVANT
Team Captains Donors Prospects
SEGMENT YOUR AUDIENCE
10/7/2013 #bbcon 23
SEGMENT OPTIONS 1 OF 5
10/7/2013 #bbcon 24
SEGMENT OPTIONS 2 OF 5
10/7/2013 #bbcon 25
SEGMENT OPTIONS 3 OF 5
10/7/2013 #bbcon 26
SEGMENT OPTIONS 4 OF 5
10/7/2013 #bbcon 27
SEGMENT OPTIONS 5 OF 5
10/7/2013 #bbcon 28
PROMOTE COMPETITION IN
COMMUNICATIONS USING COMPONENTS
10/7/2013 #bbcon 29
A/B TESTING
Sample Audience Remainder of Audience
10/7/2013 #bbcon 30
ADDITIONAL BEST PRACTICES
PRESENTED BY:
NANCY PALO, BLACKBAUD
10/7/2013 #bbcon 31
DON’T IGNORE YOUR THANK YOU PAGES
10/7/2013 #bbcon 32
REMEMBER DONORS ARE A PART OF
YOUR AUDIENCE
10/7/2013 #bbcon 33
PROVIDE THE TOOLS YOUR FUNDRAISERS
NEED TO MULTI-CHANNEL
Email is down and fundraising is up = your fu...
10/7/2013 #bbcon 34
GET SOCIAL
10/7/2013 #bbcon 35
PROMOTE USER BEHAVIORS THAT
INCREASE REVENUE IN TEAMRAISER
Behavior Fundraising Average*
Non-Self Dono...
10/7/2013 #bbcon 36
PERSONALIZE YOUR MISSION
Tell the story about your mission that your
constituent wants to hear
10/7/2013 #bbcon 37
MAKE YOUR COMMUNICATIONS MOBILE
FRIENDLY
57% of all emails were read on a mobile device during the
4th...
10/7/2013 #bbcon 38
DON’T STOP WITH EMAIL. WEBSITE AND
DONATION FORMS NEED TO BE MOBILE TOO!
Your communications are drivi...
10/7/2013 #bbcon 39
P2P BOOT CAMP IS BACK!
CLASSES START NOVEMBER 5TH
10/7/2013 #bbcon 40
QUESTION AND ANSWERS
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TeamRaiser Communications Best Practices

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TeamRaiser Communications Best Practices

  1. 1. 10/7/2013 #bbcon 1 TeamRaiser Communications Best Practices PRESENTED BY: JOSH FOLLIS, ST. JUDE CHILDREN’S RESEARCH HOSPITAL DEREK MARTIN, BLACKBAUD NANCY PALO, BLACKBAUD DAVID SCHOOLEY, ST. JUDE CHILDREN’S RESEARCH HOSPITAL
  2. 2. 10/7/2013 #bbcon 2 • Welcome • Optimizing Communications with TeamRaiser - Autoresponders, Milestones and Suggested Messages - Coaching Emails & Email Express - The Participant Center and Newsfeed • Let’s Get Technical • Beyond Email • Questions and Answers TODAY’S SESSION #bbcon
  3. 3. 10/7/2013 #bbcon 3 OPTIMIZING COMMUNICATIONS WITH TEAMRAISER PRESENTED BY: JOSH FOLLIS, ST. JUDE CHILDREN’S RESEARCH HOSPITAL DAVID SCHOOLEY, ST. JUDE CHILDREN’S RESEARCH HOSPITAL
  4. 4. 10/7/2013 #bbcon 4 • Welcome • Gift received • 50% of goal Autoresponders • Revenue based messages Milestones • Ask • Recruit • Thank Suggested Messages LIFECYCLE OF PARTICIPANT MESSAGING
  5. 5. 10/7/2013 #bbcon 5 Examples: • Thank you for Registering • A donor gave a gift on your behalf • Someone joined your team • You have reached 50% of your goal AUTORESPONDERS MESSAGES THAT ARE GENERATED BY TEAMRAISER BASED ON ACTIONS TAKEN BY THE PARTICIPANT OR ON THE PARTICIPANT’S BEHALF. • You have reached 100% of your goal • Some one joined your team • Event Manager Assignment Best practices: • Only use relevant messages that are actionable by your participants. • Inform and congratulate recipients. • Always drive toward the next action. (thanks for registration, now login to your participant center and personalize your page.)
  6. 6. 10/7/2013 #bbcon 6 Examples: • 3 days after registration – Thank you for registering (next step) • 15 days after registration – Share your page with your networks • 30 days after registration – Send reminder emails to those who haven’t donated. • Update your page content to thank donors and tell your fundraising story. FOLLOW-UP AUTORESPONDERS MESSAGES THAT ARE GENERATED BY TEAMRAISER BASED ON DAYS AFTER REGISTRATION. (UP TO 4) Best practices: • Chose intervals that will spur relevant actions or re-engage participants. • Provide impact statements that address their progress and the impact to your cause. • Use conditionals so you don’t encourage tasks that have already been completed.
  7. 7. 10/7/2013 #bbcon 7 MILESTONES MESSAGES THAT ARE GENERATED BY TEAMRAISER BASED ON REACHING REVENUE GOALS. Best practices: • Tie milestones to meaningful goals; getting started, incentives, honor levels, etc. • Congratulate participants on their success. • Use milestones to encourage users to advance to the next goal.
  8. 8. 10/7/2013 #bbcon 8 Examples: • Solicit • Reminder to Donate • Recruit Team Members SUGGESTED MESSAGES MESSAGES THAT ARE PROVIDED TO PARTICIPANTS TO USE IN THE PARTICIPANT CENTER. • Thank donors • Other • Blank Best practices: • Be light and entertaining. • Focus on the participant first (remember donors are sold on the user first and your cause second) • Demonstrate impact. Show how this action makes a difference. • Encourage a next step. (recruit friends, share your support on social networks, etc.)
  9. 9. 10/7/2013 #bbcon 9 • Single event • Extremely personalized content • Participant coaching on next steps. Coaching Emails • Empower event managers. • Template messages • Local Promotions • Event specific news Email Express COACHING EMAILS AND EMAIL EXPRESS
  10. 10. 10/7/2013 #bbcon 10 COACHING E-MAILS MESSAGES DRIVEN FROM ADMIN TO PARTICIPANTS IN A SINGLE EVENT TO DRIVE PARTICIPATION, FUNDRAISING AND RETENTION. Best practices: • Be brief, personal and drive action. • Don’t just ask; also inform. (event info, call to action, cause information) • Use conditionals to drive users in all stages of fundraising to take the next step. • Demonstrate impact. Show how this action makes a difference.
  11. 11. 10/7/2013 #bbcon 11 COACHING E-MAILS MESSAGES DRIVEN FROM ADMIN TO PARTICIPANTS IN A SINGLE EVENT TO DRIVE PARTICIPATION, FUNDRAISING AND RETENTION. Best practices: • Be brief, personal and drive action. • Don’t just ask; also inform. (event info, call to action, cause information) • Use conditionals to drive users in all stages of fundraising to take the next step. • Demonstrate impact. Show how this action makes a difference.
  12. 12. 10/7/2013 #bbcon 12 EMAIL EXPRESS MESSAGES SENT BY EVENT MANAGERS THROUGH THE EVENT MANAGERS CENTER TO A SINGLE EVENT. Best practices: • Templates should be standardized but allow for local custom content. • Schedule messages to launch in conjunction with major event dates. • Use the segmentation tool to target specific user groups. (team captains, specific fundraising levels, $0 fundraisers, registration dates, etc.) • Use content to tease in the participant center and drive users to login to learn more in the news feed.
  13. 13. 10/7/2013 #bbcon 13 ANATOMY OF PARTICIPANT CENTER Track Progress and Update Goal Team Captain Message What to do next? Click to take action
  14. 14. 10/7/2013 #bbcon 14 PARTICIPATE CENTER NEWS FEEDS PARTICIPANT CENTER TOOL THAT ALLOWS ORGANIZATIONS AND EVENT MANAGERS TO POPULATE INFORMATION DIRECTLY INTO THE PARTICIPANT CENTER. Why use a news feed? • News feeds can be a draw when teased in email messages (draw users into the participant center as much as possible). • Get in front of non-email readers • Direct news feeds at the event level through EMC • National program news feeds can be provided to all events for program updates. • Scheduled messages will display and hide based on pre-set dates
  15. 15. 10/7/2013 #bbcon 15 NEWS FEEDS
  16. 16. 10/7/2013 #bbcon 16 LET’S GET TECHNICAL PRESENTED BY: DEREK MARTIN, BLACKBAUD
  17. 17. 10/7/2013 #bbcon 17 MAKE IT PERSONAL
  18. 18. 10/7/2013 #bbcon 18 BEYOND THE WYSIWYG [[S120:dc:participantName]] [[S120:dc:isGiftAmountGreaterThan:$50]]
  19. 19. 10/7/2013 #bbcon 19 PERSONALIZATION OPTIONS
  20. 20. 10/7/2013 #bbcon 20 MAKE IT DYNAMIC
  21. 21. 10/7/2013 #bbcon 21 • Registration Date • Personal Goal • Number of Donations • Amount Raised • Percent of Goal • Emails Sent • Self Donor Status • Team Captain Status • Team Member Status • Personal Page Status S-TAG OPTIONS
  22. 22. 10/7/2013 #bbcon 22 MAKE IT RELEVANT Team Captains Donors Prospects SEGMENT YOUR AUDIENCE
  23. 23. 10/7/2013 #bbcon 23 SEGMENT OPTIONS 1 OF 5
  24. 24. 10/7/2013 #bbcon 24 SEGMENT OPTIONS 2 OF 5
  25. 25. 10/7/2013 #bbcon 25 SEGMENT OPTIONS 3 OF 5
  26. 26. 10/7/2013 #bbcon 26 SEGMENT OPTIONS 4 OF 5
  27. 27. 10/7/2013 #bbcon 27 SEGMENT OPTIONS 5 OF 5
  28. 28. 10/7/2013 #bbcon 28 PROMOTE COMPETITION IN COMMUNICATIONS USING COMPONENTS
  29. 29. 10/7/2013 #bbcon 29 A/B TESTING Sample Audience Remainder of Audience
  30. 30. 10/7/2013 #bbcon 30 ADDITIONAL BEST PRACTICES PRESENTED BY: NANCY PALO, BLACKBAUD
  31. 31. 10/7/2013 #bbcon 31 DON’T IGNORE YOUR THANK YOU PAGES
  32. 32. 10/7/2013 #bbcon 32 REMEMBER DONORS ARE A PART OF YOUR AUDIENCE
  33. 33. 10/7/2013 #bbcon 33 PROVIDE THE TOOLS YOUR FUNDRAISERS NEED TO MULTI-CHANNEL Email is down and fundraising is up = your fundraisers are true multi-channel fundraisers.
  34. 34. 10/7/2013 #bbcon 34 GET SOCIAL
  35. 35. 10/7/2013 #bbcon 35 PROMOTE USER BEHAVIORS THAT INCREASE REVENUE IN TEAMRAISER Behavior Fundraising Average* Non-Self Donor $69 Self Donor $508 Page Not Updated $31 Page Updated $205 0 Emails Sent $52 1-9 Emails Sent $231 10+ Emails Sent $541 *Sample data from one P2P campaign
  36. 36. 10/7/2013 #bbcon 36 PERSONALIZE YOUR MISSION Tell the story about your mission that your constituent wants to hear
  37. 37. 10/7/2013 #bbcon 37 MAKE YOUR COMMUNICATIONS MOBILE FRIENDLY 57% of all emails were read on a mobile device during the 4th quarter of 2012, up from 20% in 2011. 20% IN 2011 57% IN 2012
  38. 38. 10/7/2013 #bbcon 38 DON’T STOP WITH EMAIL. WEBSITE AND DONATION FORMS NEED TO BE MOBILE TOO! Your communications are driving constituents to your website and donation forms. It is important that your efforts continue through the entire user experience.
  39. 39. 10/7/2013 #bbcon 39 P2P BOOT CAMP IS BACK! CLASSES START NOVEMBER 5TH
  40. 40. 10/7/2013 #bbcon 40 QUESTION AND ANSWERS

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