Getting to grips with email automation – a charity’s perspective
1. Getting to grips with email automation
– a charity’s perspective
Simon Burrows, Email Marketing Specialist
Danielle Woolley, Customer Success Manager
2. We’re the leading children's
charity in the UK, specialising
in child protection and
dedicated to the fight for every
childhood. We're the only UK
children's charity with
statutory powers and that
means we can take action to
safeguard children at risk of
abuse.
2
About NSPCC
3. • Reduce necessary resources
• Increase engagement with email – real-time performs better than bulk sends
• Increase conversions and donor lifetime value
• Improve experience of event participants
• Monitor & test – find out what’s actually working
3
Our objectives
5. Personalised with
• Name
• Donation type
• Amount
• DD details
Failed donations:
• Credit card
• Abandoned
• Other error
Transactional emails – optimising the donation process
Av. 63%
Open Rate
5
8. Objectives
• Get participants to set up their fundraising page
• Fundraising ideas and encouragement
• Increase participation - challenge their friends
• Invite feedback
• Make processes more efficient & save time
8
Participation Journey
10. 10
Average Open Rate 33%
Average Click to Open Rate 13.2%
2015: 4,048 opens
2016: 16,746 opens
Participation journey - results
21%
Higher
CTOR
Compared to LY
11. 11
Welcome Journey
Objectives
• Say thank you
• Explain how donations make a difference
• Encourage further donations
• Ask for feedback
Results
Av. Open Rate: 40%
Av. Click to Open Rate: 16.3%
12. • Using the Email Editor – responsive templates, lock-down elements, quicker campaign
creation
• Developing automation – welcome journey, volunteer journey
• More testing & optimisation of emails - the abandoned donation & donor transactional emails
12
What’s next?
Higher engagement from real-time messages
Monitor & test – find out what’s actually working
Automation objectives
Resources – most important. 2 people working on email.
Previous system automation wasn’t possible – time consuming.
Sending manually
Checking/proofing
Talk us through some of the different transactional type emails you send:
Donation success
Donation declined
Donation abandoned
Letter from santa – donation optional (whole load of them)
Confirmation email for events -
Previously these emails were triggered from web platform – couldn’t track – so no trail if hadn’t been received – now we can just re-send.
Didn’t have visibility of reporting &
Was much harder to make changes (lengthy process to update) & optimise.
Now its possible to test variations – intend to make more use of this.
Abandoned form is triggered using Adestra’s conversion capture functionality
More control – update easily, change timings,
See results
See active people on site in donation process
Another level of monitoring – see how much they’re donating. E.g fraudulent activity
Are there any other transactional emails you’re planning to automate?
Direct debit cancellation
Weekly email – childcare professionals
Replaced bespoke system
No contingency
Saved money for development & time
Give us some examples of the types of events you run & get involved with – more than 40 events
How did you manage comms before automating?
Manual, different creative & template, everytime an email was created we had to get new sign off
Even though events were similar, participation team didn’t talk to each other. Siloed.
Testing some automated journeys around event.
This example – 60 minute challenge. New event – test this approach. How far can you run in 60 mins – velodrome in Olympic park
Content varied – personalised with supporter data & messaging changed type of participant.
Family wave / hardcore wave. – Run faster or Run together.
POC – proved that this works according to resource.
Challenges
Adjusting the journey depending on how close the event they sign up – depending on sign up date they receive a different number of emails
Now auto-populated
Same journey
Much more efficient
Simplified to 6 emails
Now we’re going to take this approach forward & apply to all of our journeys
This is an area you’re currently developing
Currently its partially automated (faststats data selection)
Donors receives different emails depending on donation value, subsequent donations, etc.
Looking to simplify journey – looking at the journey as a whole & creative) and automate
Focus on increasing DD
Content strategy
Real-life testimonials from support workers and children – personal stories
Multi-media content
Workspace: IG