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Get Your Database ready for the Giving Season Now!.pdf

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Welcome to
Bloomerang Academy
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Housekeeping
We will share the slides and recording of this session with you via email later
today.
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Resources slide at the end of this presentation.
Any questions we are not able to answer live or in the Q&A will
be addressed after the session via a follow-up.
If you need further assistance, please reach out to
support@bloomerang.com. Our support team is amazing!
Poll
Diana Otero
Diana Otero is a Product Marketing Manager at
Bloomerang. She served on the board of the
Nantahala Hiking Club, one of the 31 trail
maintaining clubs of the Appalachian Trail
Conservancy, a nonprofit driven and powered
by volunteers.
Product Marketing Manager
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Get Your Database ready for the Giving Season Now!.pdf

  • 1. Welcome to Bloomerang Academy Thank you for joining us! Please tell us where you are joining us from and what the weather is like where you are….drop it in the CHAT!
  • 2. Join the Online Audio or Dial in! +1 669 900 6833
  • 4. Housekeeping We will share the slides and recording of this session with you via email later today. The resources mentioned in the session will be linked on the Resources slide at the end of this presentation. Any questions we are not able to answer live or in the Q&A will be addressed after the session via a follow-up. If you need further assistance, please reach out to support@bloomerang.com. Our support team is amazing!
  • 6. Diana Otero Diana Otero is a Product Marketing Manager at Bloomerang. She served on the board of the Nantahala Hiking Club, one of the 31 trail maintaining clubs of the Appalachian Trail Conservancy, a nonprofit driven and powered by volunteers. Product Marketing Manager
  • 7. Margie Worrell Margie Worrell is the Curriculum Manager at Bloomerang. She serves on the board of the Peace Learning Center in Indianapolis, and has worked extensively with nonprofits as both a staff member and a lead volunteer. Her passions include education, theatre, her two children and her two small dogs. Curriculum Manager, Product Marketing
  • 8. Get Your Database ready for the Giving Season Now!
  • 11. Campaign vs Appeal Campaigns are overarching efforts - your EOY push is most likely going to meet your annual goal. If so, your campaign should be your annual campaign. Appeals are asks, or ways the money is coming in. Asking for a gift through a Giving Tuesday email is an appeal. Add appeals for each separate effort to bring in money through the end of the year. Sample Appeals: ● 2022 EOY Appeal ● Giving Tuesday Appeal Resources: ● Funds, Campaigns, and Appeals Basics ● Create and Manage Funds, Campaigns, and Appeals GT Database Set-up in Bloomerang
  • 12. Campaign Progress: Dashboard Track the progress of Active campaigns with a Goal on your Dashboard. To see a report of transactions to that campaign, click View transactions.
  • 13. Campaign Progress: Mobile Blossom’s Orangutan Rescue Annual Campaign Giving Tuesday 2022 End Date: 12/5/22
  • 15. Technical considerations ● Is your website secure? ○ Check if your website uses http or https ○ If your website isn’t secure, Bloomerang hosts a version of your form on a secure portal. ● Does your website load quickly so visitors don’t get frustrated and leave before completing their donation? ○ Check your web speed with free tools like Google’s PageSpeed Insights. If it looks like images are slowing down your site, try optimizing them for free with an online image optimizer like this one.
  • 16. Maximize revenue Does your donation form offer recurring donations? Do you allow donors to cover the processing costs? Are donations properly processed through your payment processor? Do you get notifications when a donation is made? Create an Online Giving Form
  • 17. Put on your donor hat ● Is it easy for website visitors to find your online donation form? ● Is your website mobile friendly and is it easy to make a donation from a phone? ● What payment options do you offer? ● Does your donation form properly total and display donation amounts? ● Does the donor receive an email receipt and thank you message after their donation is processed? Create an Online Giving Form
  • 18. Notification and Confirmation Emails Create an Online Giving Form
  • 19. How are you sharing your forms?
  • 20. Expand your reach ● Ask your team. Can your team, board, or volunteers share posts about your campaign? Would your sponsors and community partners be willing to share tagged content? It may help to create a media kit for your team to make it easier for them to execute your ask. ● Ask your supporters. Try including a call-to-action in your donation thank-you email or thank-you page that asks donors to share a #GivingTuesday campaign post on social media after they’ve donated. Not only can this help them feel good about their contribution, it can indirectly inspire their network to donate as well. Never underestimate the power of a share! Now is the time to rally your team and get your group of social ambassadors together to help amplify your message.
  • 23. Giving Season Email Plan ● What will you send prior to the giving season to help your donors understand the impact of your work? ● What can you send day of to encourage engagement with your organization and encourage social media sharing? ● What can you send as a follow up to show gratitude for your donors? ● But more importantly, what can you do now? ○ What can you create and schedule in advance? ○ Be thinking of the next touch point AFTER the acknowledgement and thank you.
  • 24. Source: Bloomerang Sample post-giving season communication plan
  • 25. Email is easy with Bloomerang Have a prior email that will work with some tweaks? Click to copy and edit the copy to fit this purpose. No matching email templates in your list? Click New.
  • 26. What can be scheduled in advance? Create it, schedule it and check it off! In Preview mode, you can select to Send Now or Schedule for Later.
  • 27. Setting the schedule You can set the frequency to be: ● Daily ● Weekly ● Monthly ● Once Depending upon the frequency you select, you will be able to customize your send schedule. Be sure to include yourself as a recipient so you can verify what was sent. What can you schedule in advance? Consider scheduling a donation acknowledgement/thank you for donations made on Giving Tuesday, for volunteers who signed up to help with your Giving Tuesday efforts, or for any other communication that you know you will need to send on the big day!
  • 29. Consider segmenting your donors After you segment, create different follow-up plans Repeat donor – below average donation amount New donor – below average donation amount New donor – above average donation amount Repeat donor – above average donation amount Consider calling them? This could start to build a new relationship. Or email and tell your story and what they can expect from your organization. Acknowledge their first gift and explain how it will be used. Tell a story and set stage for what will come next. Do something special? Consider sending a video thank you. Recognize that they have gone above and beyond. Consider reaching out to get feedback.
  • 30. What are some other ways to segment as you follow up???
  • 32. What types of information will you want post giving season? ● Campaign total revenue ● Campaign average donation amount ● New donors–above average donation ● New donors–below average donation ● Returning donors–above average donation ● Returning donors–below average donation
  • 33. Set up your reports and schedule to send later You can set the filters, date and recipients for your report now!
  • 34. Demo
  • 35. Q & A
  • 36. Resources Knowledgebase Create an Email Template Send a Test Email Schedule an Email Create an Online Giving Form Customize Confirmation Emails for Forms Test Forms with Credit Card Transactions Share Your Bloomerang Donation Form on Facebook Year-end Appeals: Clean Up Your Database Bloomerang Academy Giving Tuesday Strategies Giving Tuesday Matching Gifts Design Engaging Emails Get Started with Online Giving: Bloomerang Forms Get Started with Online Giving: Kindful Forms Peer-to-Peer Fundraising Shared during webinar Take Advantage Of This Sample Giving Tuesday Timeline For Your Nonprofit Giving Tuesday Toolkit for Nonprofits
  • 38. Gain Another Teammate in Your Cause Bloomerang Coaching Services Scan or visit bloomerang.com/coachme Learn More
  • 39. Poll
  • 40. Thank you for attending! Visit our website to see more upcoming Bloomerang Academy webinars!