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“Click it!” 
Tactics and Trends 
in Online, Digital, 
& Social Media for 
Membership
Membership Marketing Realities 
 Membership is operating on a multi-tiered, multi-channeled 
superhighway 
 There is no easy slow road to Membership’s success 
today
Membership Marketing Realities 
 We have to include the well-worn and familiar paths 
 Direct Mail (20-30%) 
 On-site Sales (40-60%) 
 Plus the newer, higher speed superhighway to attract 
additional members 
 Email (5-20%) 
 Social Media (2-5%) 
 Digital Options (2-5%)
Membership Trends 
% Utilized 
Direct Mail 73% 
On-Site Sales 93% 
Email 61% 
Social 65% 
Online Ads 32% 
Website 90% 
Facebook/Social Media 65% 
Gift 72%
Membership Trends 
% Received 
Phone <5% 
Direct Mail 31-40% 
On-Site Sales 31-40% 
Online 20%
100% 
90% 
80% 
70% 
60% 
50% 
40% 
30% 
20% 
10% 
0% 
Early 
2009 
Methods Utilized to Drive Membership Renewals 
YE 
2009 
YE 
2010 
Mid 
2011 
YE 
2011 
Mid 
2012 
YE 
2012 
Mid 
2013 
YE 
2013 
Mid 
2014 
Direct mail 
Email 
On-site 
Phone
Trends 
Memberships and Online, Digital, and 
Social Media 
 Does Membership have a voice in your organization's 
social media strategy? NO – 35% 
 Does Membership have a voice in your social media 
content management? NO – 35% 
 What type of role does membership have in social media 
content management? 
 Highly Active or Full Authority 20% 
 Somewhat Active 39% 
 Reactive 16% 
 Passive, Minimal, None 25% 
 Does Membership have access to and/or do you review 
website/Google Analytics reports? NO – 50%
Memberships and Online, 
Digital, and Social Media 
 Does Membership have a dedicated line item in the budget 
for digital marketing (e.g. online advertising, social media 
campaigns, email marketing, etc)? NO – 35% 
 Does your organization have a mobile marketing strategy? 
NO – 78% 
 83% of social media is managed by another department 
 60% report social and digital media management is an add-on 
to someone’s existing duties (time for YOUR needs?)
Membership Trends 
 Who are the most likely people to demand online 
transactions? 
 Make purchases/decisions in advance or while 
standing in line? 
MEMBERS or POTENTIAL MEMBERS!
Takeaway? 
Membership needs to be at the decision 
making table for social and digital media at 
your institution!
Siloed Departments 
 IT Marketing Membership Development Finance 
 Are a threat to Membership getting the services they need for 
their members for 
 Email 
 Easy transactions 
 Access to online stats 
 Social media 
 Advertising 
 Mobile 
 Software
“Advertising” for Membership has 
always been a Challenge… 
Sales are easier when Membership is 
positioned as a product 
 Sales are easier when Membership is positioned as a 
product 
 Successful ways of “packaging” membership is as a gift 
 For holiday gift giving 
 And other special occasions 
 An offshoot for some programs is an adopt program… 
…animals, artifacts…..or a dinosaur!
Gift Membership 
& 
Summer Acquisition Campaigns
Gift Membership
Holiday Gift Membership 
Campaign Goals 
• Establish a baseline for using digital marketing for 
membership 
• Acquire new givers from untapped sources - social 
media and online 
• Test a set of messaging and offers 
• Build on the successes of an already mature gift 
membership program
Challenges 
• E-coupons only 
• Abuse of codes for non-gift purchases 
• Leveraging in house resources 
• No direct access to social media for implementation 
• Late start for planning
Creative
Components 
Blogger 
Giveaway 
Postcard 
Website 
Tent Card 
On-Site Poster 
Marquee 
Box Office 
Facebook 
Ads 
Online 
Ads 
Omni Promo 
Email 
On-Site, Online, and Retargeting 
Phone Sales 
CONTENT 
STORIES
Messaging: What’s More Compelling? 
Experience Experience Convenience
Offers: What’s More Compelling?
Offers: The Cyber Monday Boost
Offers 
Of the total gift memberships sold during the 
campaign period, discounts represented a 
very small percentage overall. 
For period between October 21-December 31, 2013
Gift Membership Sales
Successes 
Campaign Results 
• Established a strong baseline for digital 
• Demonstrated a capacity for growth and a clear 
opportunity to reach new audience pools for 
acquisition 
• Identified a compelling message and offer 
• Successfully leveraged Facebook fans for membership 
• Generated sales in previously slow periods 
• Increased overall gift membership revenue and saw 
positive return on investment
Mother’s Day | Father’s Day Gift 
Membership Creative
Facebook
Email
Gift Membership Sales 
Gift Membership Sales (QTY) 2012- 
2014 
For period between April 17-June 15 
• +56% increase in 
online sales (QTY) 
for 2014 over 2013; 
+40% increase over 
2012 
• +63% increase in 
online sales (Dollars) 
for 2014 over 2013; 
+35% increase over 
2012 
70 
60 
50 
40 
30 
20 
10 
0 
On Site Phone Web Sales TOTAL 
2012 Qty 2013 Qty 2014 Qty
Campaign Results 
Successes 
• Generated increased exposure to a new nation-wide 
audience 
• Increased overall gift membership sales by 19% 
• Increased online gift memberships sales over previous 
year by 56% 
• Prompted general membership sales 
• Established a strong baseline for future gift 
membership campaigns 
• Positive ROI
Summer Membership 
Acquisition
Summer Acquisition 
Campaign Goals 
• Boost sales for year end 
• Leverage Panda: The Journey Home IMAX® film, and 
Grossology: The (Impolite) Science of the Human Body 
and 2theXtreme: MathAlive exhibits 
• Create an emotionally connecting, exciting, and 
engaging “themed” campaign 
• Emphasize experiential messaging 
• Promote limited time offers
Creative
Components 
Added Digital Channels 
• Expanded email campaign 
• Facebook Retargeting 
• Boston Parents Paper
Content Stories
Expanded Email 
• 35k new prospects who matched our member profile 
• 21.63% Click to Open Rate
Boston Parents Paper 
• Facebook promoted posts 
• Blog 
• Eblasts 
• Advertising
“Blitz” Promo: 2-2-2 Offer
Website Traffic
Membership Sales 
• Total of 292 memberships sold 
• Premier 5 was most popular level 
(134) 
• Prompted 222 re-joins 
• 59 new members 
• Blitz promotion drove 152 sales
Most Interesting Findings 
& 
Lessons Learned
Most Interesting Findings 
• Grandparents participation 
• “Experience” messaging wins 
• How significant the impact was on year end efforts 
• The power of Facebook advertising for membership
Lessons Learned 
• Allow more lead time and budget for creative 
development to prevent campaign from getting stale 
• Optimize website remarketing for segments 
• Increase budget to allow for additional display and 
remarketing opportunities (e.g. direct placement) 
• Implement direct to purchase links with pre-populated 
codes for improved tracking
What’s Next? 
Trend #1 
• Social media will become a critical 
customer service channel
Social Media = Member Services 
• 18 to 29-years-old are more likely to use a brand’s social media site 
for customer service interactions (43%) ~ J.D. Power and Associates 
• The number of questions asked on brand pages on Facebook has 
increased by 85% over the last year. ~ Social Bakers 
• 57% expect the same response time at night and on weekends as 
during normal business hours ~ Edison Research 
53% of Twitter 
users expect a 
response 
within 1 hour 
32% of social 
users expect a 
response within 
30 minutes 
Source: Nielsen, 2012; Oracle, 2012; Edison Research, 2012 
1 in 3 social media 
users prefer social 
media over phone for 
customer service
What’s Next? 
Trend #2 
• Digital advertising will become 
infinitely more sophisticated (Think: 
seamless)
Retargeting 
A cookie-based technology that uses simple a Javascript 
code to “follow” an individual around the Web. 
Museum 
$ Museum
Retargeting 
Website Retargeting: 
(1) Existing members/donors you want to 
bring back to your site to add value 
or reach with targeted offers 
(1) Potential members/donors who visit 
your site, but leave without 
converting 
Other Types of Retargeting 
• CRM 
• Facebook 
• Search 
• Browsing History 
• Email 
• Intercept
Facebook is King 
• Organic reach has been greatly diminished 
• Newsfeed has become the primary area of 
engagement for users 
• Tailor ads to specific audience segments from your 
existing CRM data 
• Creative rotation strategies are becoming 
increasingly important 
• Target friends of current members – Birds of a 
Feather 
• Retargeting 
• Use engagement strategies to create a path to 
membership
Look Alike Audiences 
A predictive targeting tactic that allows 
us to reach prospects who haven’t 
visited your site or searched for your 
keywords, but who are nevertheless 
ideal targets for your mission.
What’s Next? 
Trend #3 
• Mobile will is no longer an “emerging” 
technology
Mobile 
• Will become a critical channel for 
membership in the next 3-5 years 
• 30% of all web traffic comes from smartphones 
and tablets 
• Millennials live, learn, and shop via smartphone 
• 2x higher click through 
• Google will be prioritizing mobile optimized sites 
• 90% “multi-screen” 
• 80% impulse buy on mobile devices
Recommendations 
 Integrate current Direct Mail campaigns with Email and 
Digital opportunities 
 Plan ahead with team members in other departments 
 Allocate budget to supplement traditional line items for 
digital campaigns 
 Outsource or In-house? 
 Think of Social Media as Customer Service channel 
 Have access to Facebook and other social media to 
communicate with members 
 Get a seat at the table for strategy conversations 
 Set goals 
 Be prepared to analyze (get a baseline now) and know 
what you want to measure
Dana Hines 
dana@membership-consultants.com 
Rosie Siemer 
rosie@fiveseed.com 
www.membership-consultants.com 
314-771-4664 ext. 105

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Click it! Membership Webinar

  • 1. “Click it!” Tactics and Trends in Online, Digital, & Social Media for Membership
  • 2. Membership Marketing Realities  Membership is operating on a multi-tiered, multi-channeled superhighway  There is no easy slow road to Membership’s success today
  • 3. Membership Marketing Realities  We have to include the well-worn and familiar paths  Direct Mail (20-30%)  On-site Sales (40-60%)  Plus the newer, higher speed superhighway to attract additional members  Email (5-20%)  Social Media (2-5%)  Digital Options (2-5%)
  • 4. Membership Trends % Utilized Direct Mail 73% On-Site Sales 93% Email 61% Social 65% Online Ads 32% Website 90% Facebook/Social Media 65% Gift 72%
  • 5. Membership Trends % Received Phone <5% Direct Mail 31-40% On-Site Sales 31-40% Online 20%
  • 6. 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% Early 2009 Methods Utilized to Drive Membership Renewals YE 2009 YE 2010 Mid 2011 YE 2011 Mid 2012 YE 2012 Mid 2013 YE 2013 Mid 2014 Direct mail Email On-site Phone
  • 7. Trends Memberships and Online, Digital, and Social Media  Does Membership have a voice in your organization's social media strategy? NO – 35%  Does Membership have a voice in your social media content management? NO – 35%  What type of role does membership have in social media content management?  Highly Active or Full Authority 20%  Somewhat Active 39%  Reactive 16%  Passive, Minimal, None 25%  Does Membership have access to and/or do you review website/Google Analytics reports? NO – 50%
  • 8. Memberships and Online, Digital, and Social Media  Does Membership have a dedicated line item in the budget for digital marketing (e.g. online advertising, social media campaigns, email marketing, etc)? NO – 35%  Does your organization have a mobile marketing strategy? NO – 78%  83% of social media is managed by another department  60% report social and digital media management is an add-on to someone’s existing duties (time for YOUR needs?)
  • 9. Membership Trends  Who are the most likely people to demand online transactions?  Make purchases/decisions in advance or while standing in line? MEMBERS or POTENTIAL MEMBERS!
  • 10. Takeaway? Membership needs to be at the decision making table for social and digital media at your institution!
  • 11. Siloed Departments  IT Marketing Membership Development Finance  Are a threat to Membership getting the services they need for their members for  Email  Easy transactions  Access to online stats  Social media  Advertising  Mobile  Software
  • 12. “Advertising” for Membership has always been a Challenge… Sales are easier when Membership is positioned as a product  Sales are easier when Membership is positioned as a product  Successful ways of “packaging” membership is as a gift  For holiday gift giving  And other special occasions  An offshoot for some programs is an adopt program… …animals, artifacts…..or a dinosaur!
  • 13. Gift Membership & Summer Acquisition Campaigns
  • 15. Holiday Gift Membership Campaign Goals • Establish a baseline for using digital marketing for membership • Acquire new givers from untapped sources - social media and online • Test a set of messaging and offers • Build on the successes of an already mature gift membership program
  • 16. Challenges • E-coupons only • Abuse of codes for non-gift purchases • Leveraging in house resources • No direct access to social media for implementation • Late start for planning
  • 18. Components Blogger Giveaway Postcard Website Tent Card On-Site Poster Marquee Box Office Facebook Ads Online Ads Omni Promo Email On-Site, Online, and Retargeting Phone Sales CONTENT STORIES
  • 19. Messaging: What’s More Compelling? Experience Experience Convenience
  • 20. Offers: What’s More Compelling?
  • 21. Offers: The Cyber Monday Boost
  • 22. Offers Of the total gift memberships sold during the campaign period, discounts represented a very small percentage overall. For period between October 21-December 31, 2013
  • 24. Successes Campaign Results • Established a strong baseline for digital • Demonstrated a capacity for growth and a clear opportunity to reach new audience pools for acquisition • Identified a compelling message and offer • Successfully leveraged Facebook fans for membership • Generated sales in previously slow periods • Increased overall gift membership revenue and saw positive return on investment
  • 25. Mother’s Day | Father’s Day Gift Membership Creative
  • 27. Email
  • 28. Gift Membership Sales Gift Membership Sales (QTY) 2012- 2014 For period between April 17-June 15 • +56% increase in online sales (QTY) for 2014 over 2013; +40% increase over 2012 • +63% increase in online sales (Dollars) for 2014 over 2013; +35% increase over 2012 70 60 50 40 30 20 10 0 On Site Phone Web Sales TOTAL 2012 Qty 2013 Qty 2014 Qty
  • 29. Campaign Results Successes • Generated increased exposure to a new nation-wide audience • Increased overall gift membership sales by 19% • Increased online gift memberships sales over previous year by 56% • Prompted general membership sales • Established a strong baseline for future gift membership campaigns • Positive ROI
  • 31. Summer Acquisition Campaign Goals • Boost sales for year end • Leverage Panda: The Journey Home IMAX® film, and Grossology: The (Impolite) Science of the Human Body and 2theXtreme: MathAlive exhibits • Create an emotionally connecting, exciting, and engaging “themed” campaign • Emphasize experiential messaging • Promote limited time offers
  • 33. Components Added Digital Channels • Expanded email campaign • Facebook Retargeting • Boston Parents Paper
  • 35. Expanded Email • 35k new prospects who matched our member profile • 21.63% Click to Open Rate
  • 36. Boston Parents Paper • Facebook promoted posts • Blog • Eblasts • Advertising
  • 39. Membership Sales • Total of 292 memberships sold • Premier 5 was most popular level (134) • Prompted 222 re-joins • 59 new members • Blitz promotion drove 152 sales
  • 40. Most Interesting Findings & Lessons Learned
  • 41. Most Interesting Findings • Grandparents participation • “Experience” messaging wins • How significant the impact was on year end efforts • The power of Facebook advertising for membership
  • 42. Lessons Learned • Allow more lead time and budget for creative development to prevent campaign from getting stale • Optimize website remarketing for segments • Increase budget to allow for additional display and remarketing opportunities (e.g. direct placement) • Implement direct to purchase links with pre-populated codes for improved tracking
  • 43. What’s Next? Trend #1 • Social media will become a critical customer service channel
  • 44. Social Media = Member Services • 18 to 29-years-old are more likely to use a brand’s social media site for customer service interactions (43%) ~ J.D. Power and Associates • The number of questions asked on brand pages on Facebook has increased by 85% over the last year. ~ Social Bakers • 57% expect the same response time at night and on weekends as during normal business hours ~ Edison Research 53% of Twitter users expect a response within 1 hour 32% of social users expect a response within 30 minutes Source: Nielsen, 2012; Oracle, 2012; Edison Research, 2012 1 in 3 social media users prefer social media over phone for customer service
  • 45. What’s Next? Trend #2 • Digital advertising will become infinitely more sophisticated (Think: seamless)
  • 46. Retargeting A cookie-based technology that uses simple a Javascript code to “follow” an individual around the Web. Museum $ Museum
  • 47. Retargeting Website Retargeting: (1) Existing members/donors you want to bring back to your site to add value or reach with targeted offers (1) Potential members/donors who visit your site, but leave without converting Other Types of Retargeting • CRM • Facebook • Search • Browsing History • Email • Intercept
  • 48. Facebook is King • Organic reach has been greatly diminished • Newsfeed has become the primary area of engagement for users • Tailor ads to specific audience segments from your existing CRM data • Creative rotation strategies are becoming increasingly important • Target friends of current members – Birds of a Feather • Retargeting • Use engagement strategies to create a path to membership
  • 49. Look Alike Audiences A predictive targeting tactic that allows us to reach prospects who haven’t visited your site or searched for your keywords, but who are nevertheless ideal targets for your mission.
  • 50. What’s Next? Trend #3 • Mobile will is no longer an “emerging” technology
  • 51. Mobile • Will become a critical channel for membership in the next 3-5 years • 30% of all web traffic comes from smartphones and tablets • Millennials live, learn, and shop via smartphone • 2x higher click through • Google will be prioritizing mobile optimized sites • 90% “multi-screen” • 80% impulse buy on mobile devices
  • 52. Recommendations  Integrate current Direct Mail campaigns with Email and Digital opportunities  Plan ahead with team members in other departments  Allocate budget to supplement traditional line items for digital campaigns  Outsource or In-house?  Think of Social Media as Customer Service channel  Have access to Facebook and other social media to communicate with members  Get a seat at the table for strategy conversations  Set goals  Be prepared to analyze (get a baseline now) and know what you want to measure
  • 53. Dana Hines dana@membership-consultants.com Rosie Siemer rosie@fiveseed.com www.membership-consultants.com 314-771-4664 ext. 105

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