In 2015, our organization went from having an clunky, outdated, legacy email list to a modern system. By giving our email list the same attention we do our social media channels (Facebook, Twitter, etc.), our impact has grown measurably. This is how we did it.
Emails as Social Media: How and Why Non-Profits and Educational Orgs Should Use Email Lists
1. Emails as Social Media:
How and Why Non-Profits and Educational Orgs
Should Use Email Lists
Gretchen Weber, Communications Manager
Daniel Jones, Digital Media Producer
Berkman Center for Internet & Society
2. About the Berkman Center
Dozens
projects launched to study and
influence the development of the
Internet, including Creative
Commons and Global Voices
100+
events, reports, tools, videos,
podcasts every year
Founded in 1997
“to explore cyberspace, share in its
study, and help pioneer its
development”
We build, study,
educate, and
connect.
3. The Berkman Center: information flow
Dozensof projects &
100+reports, tools, events,
videos, podcasts every year
Project specific communities and
audiences: teachers, lawyers,
parents, developers, journalists,
policy makers, activists, librarians,
storytellers, etc, and the interested
public
We build, study,
educate, and
connect.
500+ staff, fellows, affiliates,
faculty associates , & alumni from
40+ countries; Network of 50+
Internet & society research centers
internationally, as well as other partner
institutions and Harvard
7. 2.5 billion
email users worldwide, many
with multiple accounts
Source: The Radicati Group
2.9 billion
email users worldwide by
2019
Facebook: 1.1 billion
Twitter: 310 million
LinkedIn: 255 million
Pinterest: 250 million
Google+: 120 million
Tumblr: 110 million
Instagram: 100 million
>
10. Welcome to List Management Hell
● Using (mostly) 4 entirely separate lists (newsletter, events,
reports, jobs)
● Buried among many other active, outdated, & defunct
lists
● No mechanism for detecting overlap between lists
● No system for clearing bounces
● Unsubscribing was nearly impossible
11. Trapped in an outdated template
Negatives:
● coded in html every week
● time consuming
● error-prone
● totally limited by
outdated template
● not mobile-friendly
Postives (sort of):
● We had thousands of
subscribers… but did they
engage with the content?
13. Know what you want
PRODUCTION NEEDS
Easy list management
Quicker production time
Flexible templates
Multimedia inclusive
Mobile responsive
Meaningful metrics
EDITORIAL GOALS
Provide value to audience
Be interesting to read
Be inviting, tone & visually
Better showcase our work
with context & formats
Share work from the broader
community
24. After the pilot phase: Expansion
Migrated 3 more lists - found tons
of crossover
Created groups within main list
Merged our events & Buzz emails
to reduce volume of emails sent
A/B tested headlines
On-boarded other staff
25. Prettify our templates
Create better systems for
finding good content
Learn & experiment with
features
Look more closely at data
More A/B Testing
More work to do
Greetings
I’m Gretchen Weber, communications manager for the Berkman Center for Internet & Society and this is Dan Jones, our multimedia producer.
We’re here to talk to you today about email: Why it matters, how we use it, and to share some stories about a recent overhaul we did of the Berkman Center’s email outreach strategy.
How many of you manage an email outreach program at Harvard?
Gretchen
First, a few fun facts about the Berkman Center
Founded in 1997 at Harvard Law School to “to explore cyberspace, share in its study, and help pioneer its development”
We’re now an interdisciplinary, University-wide center
We describe our our work as divided into four overlapping modes: We research, we build things, we educate, and we making connections across communities.
We have dozens of projects, many with their own identities and audiences, all publishing things and holdings events all the time, and as the central comms staff, we have to be strategic about how and when we announce and communicate things to which of our audiences in which ways. (As I’m sure most people here do as well)
Gretchen
Really large and in some ways segmented community, which affects how we produce and share information
Current & former 500+ staff, fellows, affiliates, faculty associates, and alumni (plus ~40+ interns per year) / more than 40 countries
More than 50 Internet & Society Centers around the world are part of our Network or Centers initiative
Project-specific communities & audiences & the general interested public (teachers / lawyers / developers / advocates /policy makers)
Harvard & other partner institutions
Berkman has been using email outreach for 10+ years
But until last year our email outreach strategy, tools, and process hadn’t been examined or updated in almost as long.
With all of these activities and projects to share and all of our various audiences and stakeholders to reach, it was clear we weren’t using email to its full potential.
Gretchen
This all started about a year ago, so we’re definitely not email experts
But we did recently overhaul our email strategy & we’re here to talk about where we were, what we did, and how it’s going
Dan
But first a quick plug for email.
Okay, you’re juggling dozens of different outlets for communicating with your audience.
[name off a few and ask people to raise their hands for what they are using?]
Dan
Dan
Okay, let’s just go purely by the numbers
2.5 billion people use email today. That number will reach 2.9 billion by 2019.
Email is still required by default by almost all of the social networks we use today.
The top 7 most popular social networks in the world combined amount to less than ½ the number of email users worldwide
Dan
Gretchen
Last year at this time, Berkman sent out lots of emails, mostly to four lists maintained in an internal contacts database: a weekly newsletter, a weekly events email, and periodic announcements about research and job opportunities.
It was clear there were lots of problems with our email strategy, but they mostly fell into two buckets
1: List management hell
Four separate lists (buried within many old, no longer used lists)
No mechanism for detecting overlap
No system to effectively clearly bounces
Contacts had been added in different ways over the years, which meant that some contacts could not unsubscribe without calling or emailing the Berkman Center directly. Not ideal.
Gretchen
2nd bucket of problems: Editorial flexibility
Focus on weekly newsletter, The Berkman Buzz
Time consuming: Surprising process: HTML template that I updated every week, in HTML (for me this was a very slow and definitely error-prone process)
Outdated look / limited by template, time, & my HTML skills
Interesting content, but not presented in the most compelling ways (text heavy but little context, not very visual, no multimedia)
Some potential positives!
we had an audience of thousands of people on the list (but did they open the emails?)
Gretchen
We didn’t know, because we had no metrics at all
We basically spent hours every week to send thousands of emails and had no idea if anyone opened them or liked what they saw
(I did make a special request of our geek team to get a one-off open rate with email - it wasn’t pretty)
Gretchen
So much opportunity! :)
Started compiling a list of what we wanted in an email product/process:
better list management
contacts should be able to adjust preferences and unsubscribe, bounces should clear, ability to group
Reduced production time (not code in HTML every week, templates)
More flexibility to showcase content: ability to easily add photos, multimedia, graphics, adjust shapes and sizes and sections
Mobile responsive (70% of emails are viewed on phones?)
Metrics reporting so we could get a sense of our audience and improve our emails
Expanded editorial goals beyond just highlighting the commentary of the Berkman community by including:
showcasing more content from the Berkman Center itself
Adding more context, voice, and multimedia
Provide additional value by curating interesting related content not produced by ourselves or our community
Gretchen
And so we asked everyone in the world what they used and how it worked for them, and the consensus seemed to be that Mailchimp was the way to go.
Gretchen
Good reasons for the change, but there was one big potential roadblock.
While people had signed up over the years to receive our emails, they hadn’t signed up for MailChimp… and the Berkman Center community is pretty prickly about this kind of thing
We couldn’t assume that everyone would be okay with their emails being migrated to a third party platform (privacy concerns, open-internet advocates,...)
So...
We had the HLS Cyberlaw Clinic vet MailChimp’s privacy policy
For 3 weeks, we included a notification at the top of the newsletter warning readers about the change, pointing them to the privacy policy, and letting them know they could unsubscribe before we migrated their emails into MailChimp.
And waited in fear
Meanwhile, we tried to learn how to use MailChimp
Gretchen
Out of ~12,000 subscribers, we only got 6 unsubscribes (and 1 complaint who did not unsubscribe), and it was unclear if those 6 were unsubscribing due to MailChimp - they may have just been relieved to find a way to unsubscribe.
DAN
List migration was simpler than we thought. The 10,000 or so email addresses we’d collected over the last 10 years were easy to copy and paste into our new system.
DAN
List migration was simpler than we thought. The 10,000 or so email addresses we’d collected over the last 10 years were easy to copy and paste into our new system.
DAN
List migration was simpler than we thought. The 10,000 or so email addresses we’d collected over the last 10 years were easy to copy and paste into our new system.
The system actually did a lot of work in de-duplicating email addresses and finding ones that were bouncing or otherwise outdated.
DAN
By creating a template we were able to cut our prep time in ½
Rather than writing html code by hand
We could set up a flexible, drag-and-drop, WYSIWIG template
DAN
The new list format gave us a lot more control over what and how we could communicate to our audience.
Because we weren’t spending half a day writing and formatting HTML to put out our newsletter - we had more freedom to experiment
We’re able to schedule emails to be sent at more optimal times.
We can insert a better variety of content - pictures, sound, video - than ever before
AND
Our newsletters are now mobile-friendly.
DAN
Open rate ~doubled, likely due to cleaning up our lists (we’d embedded a beacon once in the old Buzz to get a one-time open rate)
And now we can see our click rates and what our audience is interested in
Gretchen?
at 6 months we migrated our 3 other lists to Mailchimp
included notification in 2 consecutive emails for all
migration process, de-duping and groups creation
combined events email with Buzz (to reduce # of emails both for the producer and the recipients - in MailChimp we could see the lists overlapped a lot)
trained others, comments about how surprised they were at how easy it was to use
Gretchen?
What we still want to do
Update visuals/template
Better sourcing of content from our community & the web
More tests of headlines and content to see what works best
Leverage lists/groups more effectively (how?)
Improving open rate
How can we get the emails not to go straight to spam folders?
Let us know if you have any tips for us (I’m sure lots of you out there know MailChimp better than we do)
DAN
So - back to the question of “WHY EMAIL”
Experimenting with a new platform gave us a chance to see if our self-selected audience would engage with our work if we could deliver it them in a better way.
January - we had a perfect test case.
It’s not ALL about numbers. But numbers can illustrate the larger story.
Announcement of our summer internship program, and call for applications.
We made up this beautiful page with a gorgeous, eye-catching GIF, guaranteed to convert anyone who looks at it into a click.
So we posted it to Twitter, a big tweet that got a ton of engagement. 46,000 people saw it based on retweets and shares. What percent of those do you think clicked...
Facebook - out of 1300 people…
On our mailing list - out of 2600 people who opened the email…
And applicants for this year’s internship program went up by 300.