1. Creating a Social Media Plan
Teaming for Technology Colorado
March 20, 2012
Emily Davis, MNM
EDA Consulting LLC
2. The Power of Social Media
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3. Introductions
Your name and role/title
Experience with social media
Expectation(s) for discussion
One question you’d like answered
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4. What are your fears?
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5. Social Media Purposes
• External Marketing &
Communications
• Internal Communications
• Fundraising
• Networking
• Seen as an “expert”
• Branding
• Advocacy
• Activism
• Petitions
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6. Benefits to Social Media
• Social & professional • Build relationships and trust
networking – at a distance
• Prospecting • Build base of
• Get feedback support/community and
• Viral Recommendations gather contact info
• Cost effective & green • Tell your story
• Cross all boundaries • Quick access
• Collaboration opportunities • Promote brand and cause
• Share resources
• Transparency
• Test ideas
• Build networks and community
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7. Cons to Using Social Media
• Loss of control
• Time investment (training,
maintenance )
• New communication
structure
• Ideas and opinions that are
shared may change over time
• Getting staff/board
investment in new
technology
• Transparency
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8. Social Media is a Tool
Social Media is a Plant
Adding Value
Two-Way Street
Prospecting, Cultivation &
Stewardship
Next Generation Philanthropy
It Ain’t Free
Not Everyone “Diggs” It
Selling Social Media
Have a Plan
TEN TIPS FOR USING SOCIAL MEDIA
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9. 1. Social media is A tool not
THE tool
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10. 2. Social Media is a Plant
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15. 6. The Next Generation of Donors
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16. Generational Communications
The Evolution of
The Generations Communications
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17. 7. It Ain’t Free
“Many nonprofits
(particularly the smaller
ones) lack the resources
to communicate
effectively. The Internet
offers the opportunity to
cost-effectively build a
community of
supporters.”
-ePhilanthropyFoundation.org
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18. 8. Not Everyone “Diggs” Social Media
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19. 9. Selling Social Media
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20. 10. Have a Plan
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21. Purpose
Goals & Objectives
Tools & Implementation
Engagement
Insurance
Measurement
Elements of a social media plan
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22. Why Plan?
• Map for activities
• Explain why you are using social media
• Measurement
• Clear guidelines, expectations
• Other?
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23. Identify Purpose(s)
Learn more about social media
Reach a different demographic
Connect more with a current
demographic
Access other research or
resources
Promote
brand/event/idea/product
Communicate
Share your story
Other?
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24. Goal and Objectives
Increase website traffic
Sell more product
Share ideas
Learn about resources in
your field
Promote an event or idea
Develop your brand
Test ideas
Other?
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25. Tools and Implementation
• Blog • Facebook
– How often will you blog? – Profile/Group/Page
– What will you blog about? – Who will manage?
– Who will blog? – Facebook Ads?
• Twitter – Will you link to Twitter?
– How often will you tweet? Ping?
– What will you tweet • LinkedIn
about? – Group and subgroups?
– How will you track? – Who will you invite to join?
– Who will you follow? – Who will be admins?
– Who will tweet? – How often will you post?
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26. Implementation
Who will manage your social
media?
Who will contribute to your social
media?
Board members
Staff members
Volunteers
Stakeholders
Way to tell your organization’s
story
Ask questions
Solicit dialogue
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27. Some Insurance
Keep it simple, but include:
Purpose of the social media
tool or online sharing
Who can use the online tools
What is your org’s purpose in
using these tools
Examples of information that
should be shared
User guidelines
Consequences for violation(s)
Reconfirm commitment to
mission
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28. Evaluation Examples
Record website hits
Track with Bit.ly or tinyurl
Use hashtags to track posts
Are you listed? (Twibes)
Facebook Ads
Feedburner/ Feedblitz
Record/note how many people:
Become a fan/ Join a group
Send links
Recruit other friends
Promote on their profile,
blog, website
Cost: Care2 ROI calculator
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29. What is it?
Why is it useful?
How do you set it up and blog?
Best practices
Examples
Blogging and twitter
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30. Why Blog?
“Starting an organizational
blog is one of the fastest
routes for telling the story
of…your cause,
demonstrating expertise in
your field, and engaging
supporters in conversation.”
- Ben Rigby, Mobilizing
Generation 2.0
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31. How is a blog useful?
• Face & voice to campaigns/orgs
• Share org news
• Build community
• Tell your story
• Personal connection
• Deepen relationships
• Share opinions & personalize
work
• Organizational history online
• Internal, organizational
communications
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32. Stats…
• 12m Americans blog & over half
of Americans read blogs.
• Blog readers are 11% more
likely than the average internet
user to have incomes greater
than $75,000.
• Blog readers make more
purchases online.
• Blog readers spend 6% more
online than the average
Internet user.
Mobilizing Generation 2.0, 2008
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33. Blog vs. Website
Website = Static Content
Blog = Dynamic Content
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34. Blog Best Practices
• Plan and be consistent
• Two-way communication
• Everyone participates
• Track participation
• Keywords and SEO
• Network within the blogging
community
• Let go of some control
• Promote your blog
• Share posts across other networks
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35. Sample Blog Topics
• Organizational announcements
• Program and organizational successes
• News and resources related to organizational
mission – ask permission!
• Volunteer/board/client spotlights
• Videos and interviews
• Call for support – donations, volunteers, board
recruitment
• Guest opinions
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36. What is Twitter?
• Microblogging
• Real time access to info
• Succinct communication
(40 characters)
• Branding
• Marketing & outreach
• Education
• Online community
• Donor engagement
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37. Why Use Twitter?
• Viral • Access new audiences
recommendations • Ask and listen to what
• Build a network easily people are talking about
• Recruit people Share • Get advice
links & ideas quickly • Learn from others
• Low-cost • Promote your website
other partner website
• Provide information
and knowledge
across networks
• Hone your messaging for
• Education programs and fundraising
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38. Creating Content
• Ask questions of yourself
• Watch what others post about
• Ask people what they are
interested in
• Follow topics
• Retweet!
• Blog posts
• Website content
• Pictures
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39. Twitter To Dos
• Tweet 5 – 20 times per day (includes RTs)
• Identify hashtags
• Thank those who follow you thru DM
• Search for people to follow
• Choose a social media dashboard tool
• Explore lists
• Paper.li
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40. Tweetraising
• Twestival: Raised
$250,000 for charity:
water (2009)
• Tweetsgiving: $10,000
in 48 hours
• Twollars
• Tweet4Good
• Challenges
• Matching gifts
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41. What is it?
Why is it useful?
How do you set it up and use it?
Best practices
Examples
Facebook & Linkedin
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42. What is Facebook?
“The connections between
every single person in the
world intertwine, interplay,
and interlock to form the
social graph…The power of
the social graph refers to
how information travels
quickly and reliably among
folks.”
- Carolyn Abram & Leah
Perlman, Facebook for
Dummies
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43. Why Use Facebook?
• Viral recommendations
• Build a network easily
• Recruit people to your
mission
• Share links & ideas
quickly
• Low-cost
• Provide information
across networks
• Access new audiences
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44. Facebook Pages
• Fans instead of Friends • Recommended for
• Page = Business profile businesses, npos,
• Share – badges, thru celebrities, brands
profile wall
• Recommended for
• Applications (i.e. Twitter,
RSS)
businesses, npos,
• Event creation celebrities, brands
• Become a fan of other • Purchase ads for
pages promotion
• Content shows up in fans’ • Share on your profile
walls (through Info tab)
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46. Facebook Cause
• 2.3 million monthly users How to…
• Nonprofits have raised •http://www.youtube.co
$30 million using Causes m/watch?
• Specific calls to action v=GmLwBNEqmcg
• Project-based campaigns •http://www.fundraising1
• Peer-to-peer fundraising 23.org/article/starting-
• Share stories & track cause-facebook
success
• Portal to your website
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48. Facebook Groups
• Join a group
• Various
membership/privacy
levels
• You can list officers
• Similar to organizational
clubs
• 5,000 member limit
• Content comes from an
individual
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49. Best Practices
• Plan and be consistent
• Two-way
communication
• Everyone participates
• Let go of some control
• Promote your Page
across other social
networks
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50. Facebook Resources
• Non-profits on Facebook
• NTEN
• Techsoup
• Inside Facebook
• Mashable!
• Socialbrite
• Wild Apricot
• The Nonprofit Facebook Guy
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53. What is LinkedIn?
• Like a professional Facebook
• Used less than Facebook by nonprofits
• Groups are really useful for nonprofits
• Search for employees and employers
• Connect personal profile to other social media
• Online community
• Professional resources – ask questions, share
resources
• Described another way…
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54. Why Use LinkedIn?
• Groups provide • Provide information
resources (give and across networks
receive) • Education
• Learn from others • Access new audiences
• Build a network • Ask and listen to what
easily people are talking
about
• Recruit people
• Promote your mission
• Share links & ideas
• Hone your messaging
quickly
• Low-cost/ FREE!
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55. LinkedIn Activity
• Join groups
• Create a group
• Ask questions
• Watch what others post
• Follow topics
• Share ideas, resources
• Promote organization
• Build community
• Seen as an expert
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56. What is a profile?
• Title
• Photo
• Current and past roles
• Recommendations
• Contact Info
• Experience
• Summary (bio)
• Activity
• People who have viewed profile
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57. LinkedIn Groups
• Similar to Facebook
• Create subgroups
• Create discussion topics
• Share news links
• Ask questions
• Share organizational
news
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58. Social Media Dashboards
• HootSuite
• TweetDeck
• Seesmic
• CoTweet
• Threadsy
• Myweboo
• Spredfast
• Netvibes
• Brizzly
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61. External Policy
• Target audience: users
outside the organization
• What is appropriate
• What is inappropriate
• Post publicly
– Website
– Social media platforms
– Post regularly
• Research samples
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62. Internal Policy
• Target audiences: Staff
and volunteers
• More insurance
• What is in/ appropriate?
• Set boundaries
• Share at orientation
• Represent the
organization
• Research examples
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63. Other Social Media
Bookmarks Sharing
Videos, Photos, Presentations
Geolocation
Wikis Ning RSS
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64. Understanding Social Networks
“Organizations don’t have to create… social
networks; they exist all around us in a
variety of forms. Networked Nonprofits
strengthen and expand these networks by
building relationships within them to
engage and activate them for their
organizations’ efforts. Networked
Nonprofits also know how to identify,
reach, and cultivate the influencers in their
social networks, which is the key to
growing very big quickly and
inexpensively.” (Fine and Kanter, 2010)
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66. Print Resources
• The Networked Nonprofit
• I’m on Facebook, Now
What?
• I’m on LinkedIn, Now
What?
• Mobilizing Youth 2.0
• The Complete Facebook
Guide for Small
Nonprofits
• Twitter Jump Start: The
Complete Guide for Small
Nonprofits
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67. Online Resources
• Mashable.com
• Nonprofit Technology
Network (NTEN)
• Nonprofit Alltop
• Beth Kanter:
http://beth.typepad.com/
• Social Media Plan Outline:
www.ideaencore.com
• www.delicious.com/coloradononprofithelpdesk
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68. THANK YOU!
For questions or more
information… www.edaconsultingcafe.org/blog
Emily Davis, MNM http://twitter.com/edaconsulting
EDA Consulting LLC
Boulder, CO
www.facebook.com/edaconsulting
(303) 652-7536
emily@edaconsulting.org
http://www.linkedin.com/in/edacons
www.edaconsulting.org ulting
3/20/12 T4T: Creating a Social Media Plan 68
Editor's Notes
EDA Consulting
Experience with social media – new, some experience, advanced Everyone is going to be at a different place in their experience with social media, so please be patient and save your questions until the end of each section. If I don ’t get to everyone’s questions email me and I will respond individually with an answer. EDA Consulting
What are some comments you ’ve heard about social media, particularly as it relates to using social media? Lisa Parker from the Lawrence Welk Family Foundation just shared in a session how her mom, Shirley Fredricks, was on Facebook before she was…Shirley actually encouraged Lisa to start using it. DON ’T MAKE ASSUMPTIONS! My mom was watching MTV and playing Nintendo before I ever was. The whole point to social media is that it is EASY and ACCESSIBLE…young people who use it need/want something that is quick and simple. Maybe the current strategies work, but they will be outdated pretty quickly as technology continue to evolve. Social media is here and it will continuing growing and evolving so it make sense to learn about it and use it now. EDA Consulting
Andy Goodman speaks in depth about the importance of telling your organization ’s story; this is the hallmark of good communications and draws people in closer to your work – helps them build a personal connection and relationship to what you do. Social media = viral recommendations EDA Consulting
The new technology and information is going to happen whether you are a part of it or not. It ’s important that you consider this as a tool. Learning how to use technology now will help as it continue to develop and advance…the longer you wait the harder it will get. There are ways to protect information, but having so much access is a risk. If you think your personal information isn ’t already out there you are wrong. Just be smart about managing the information. Maintenance EDA Consulting
Fastest growing segment of Facebook users are females 55 – 65 EDA Consulting
Social media helps to reach out to stakeholders - donors, volunteers, prospective board members and more. We can raise funds, get the message out, and build support for our cause. However, no organization should completely rely on social media to answer all their questions. There is no magic wand here. We didn't always have fax machines and direct mail was new at some point as well that solved all of our questions. Social media is just another tool in the marketing and fundraising toolbox that you can use. EDA Consulting
I compare social media to watering a plant. That is, you cannot simply create a Twitter account, for example, and expect people to follow you. You need to water that plant - take 20 minutes a day to begin with populating your social media outlets. What is the message that you want to get out to your stakeholders and the community? This should be covered in your social media plan. Watering the social media plan a little every day will help to create a foundation under which you can grow. Creating a calendar for posting often helps. EDA Consulting
Despite what many people believe, adding content to social media networks is not only about promoting your organization's events and activities. Be sure to refer to other resources outside your organization. For example, let's say I represent an organization that works with animals. In addition to sharing about our upcoming programs and adoption opportunities, share articles about caring for your pet, current legislation affecting animals, and activities of like-minded organizations. This demonstrates that you are connected and knowledgeable about more than just your organization, that you seek resources that would be beneficial for the reader to learn. Essentially, you want your organization to become an expert hub for resources. EDA Consulting
One of the best things about social media is that there is potential for dialogue. A direct mail appeal can't do this in the same way that a blog can. Share news and opinions, take risks, and be ready for dissent and support. Your organization is trying to enhance engagement and you should be willing to post comments that challenge your opinions. This is how strong dialogue begins. You can always respond directly to positive or challenging comments, but allowing that space means you are open to the community. Of course, inappropriate or demeaning language is never acceptable. First thing you need to do is LISTEN and solicit participation before asking for anything This is a way of building relationships EDA Consulting
One of the great things about social media is that it is a low-cost way to communicate with your constituents. It's a great way to tell current donors and supporters how their participation impacted a goal, clients, or the mission. In fundraising, the closer we bring donors into the inner circle of our organization, the more likely they are to give and to give more dollars. Using social media is a great way to open that door to current and prospective donors, building closer relationships. EDA Consulting
EDA Consulting
Using social media is a great way to reach out to the next generation of philanthropists. Many of those prospective donors are on Facebook or other social media tools - they are definitely online and the first place they go to investigate your organization is your website. If they want to learn more and get a sneak peak into your organization's world is to join one of your online networks. Do you have ways to engage them? A great strategy is to recruit and work with younger board members who might have access to using social networks and who can engage their circle of friends or networks. Over 50% of the world ’s population is under the age of 30 96% of Millenieals belong to a social network EDA Consulting
Reach your current supporters Reach new supporters Networking Be seen as an expert Advocacy Activism Petitions Multi-channel communications Need to connect to fundraising, programs, board development EDA Consulting
Social media tools can be free of cost compared to websites, print publications, and other online tools, but it does cost money. Time is money and social media takes time, especially if you are asking people to manage social media who don't really understand where to get started. I'm making a plug for consulting here, but I believe that consultants can save you some of that time, money, and energy by putting together a plan, training staff, volunteers or board members, and setting a foundation for your online practices. There is a small environmental impact here, but many agree that it is less than using only traditional methods of outreach for fundraising. EDA Consulting
It's true that not everyone is going to follow you on Twitter, become a fan on Facebook, or join your LinkedIn Group. Some people prefer direct mail, but then again direct mail isn't for anyone. I know next generation philanthropists who will not donate to organizations who use direct mail because they see it as a waste of time and environmental resources. Providing platforms for different types of people to get engaged in your organization is the key to casting a wide net. The more points of entry you have for engagement the greater likelihood of success. EDA Consulting
Build into current plans Have personal experience using it Just like any other fundraising tool Ask knowledgeable staff to partner with staff new to web 2.0 tools Ease fears and build confidence Start slowly: blogging and social networking Everyone can participate EDA Consulting
This is really all about communications, so people need to plan, but also be flexible. Create a strategy, but know that these technologies are so new that they often don ’t have hard research behind them. Think of them as an entrepreneurial effort. I cannot emphasize this enough. Hiring someone with experience to write a social media plan that folds into an existing fundraising or communications plans will be so helpful in the long run. You will be able to more effectively keep everyone in the organization on the same page, adjust the strategy, and implement consistently. The plan should also cover how you will manage your social media - that is, will you bring on volunteers? Staff? Consultant? Most likely, your organization will need to train someone so make sure you have someone who can train effectively on the topic. Having a strategy will help keep the social media plant watered consistently and effectively. What current strategies are you using and how would social media compliment them? Has someone else created a FB page that you don ’t know about? Try not to duplicate efforts. Why are you using social media? Don ’t just use it because others are! Include a calendar for messaging – blogging calendar, etc. Get buy-in and investment form staff, board, and volunteers Try it out for personal purposes – check out Causes, etc. Have fun! EDA Consulting
EDA Consulting
It is important to have some insurance when it comes to social media. Very infrequently have I seen posts, comments, etc. that are inappropriate for the platform, but you want to be prepared. Be sure to outline the purpose of your social media tools, how to use the tools, what is acceptable, and what will not be tolerated including spam. Always reserve the right to ask someone not to participate or block them from posting. A good example is a nonprofit network I consult for - it is not appropriate to post information that is related to real estate on a nonprofit-focused network. Be sure to have action steps clearly outlined in your policy when someone has violated that policy. EDA Consulting
Cost – Care2 determined that its per-friend acquisition cost on MySpace was $12.27 Rinse and repeat EDA Consulting
How many of you blog? Or read blogs? EDA Consulting
Connect a blog to stories about your organization and post the links to Facebook groups, LinkedIn groups, Twitter. Is your blog going to be open to anyone or are you going to have it closed for privacy? EDA Consulting
I like blogging better than e-newsletters… Some people use them for their main websites – can make it as simple or sophisticated as you like. Start with an internal blog before starting one that you share with your donors. Readers are able to comment and share information Use resources like Feed Burner, Feed Blitz and Google analytics Some groups and campaigns can provide a platform where supporters can operate their own blogs through that org or campaign (Obama is a good example of this) EDA Consulting
Especially good for marketing folks who are looking to sell something. EDA Consulting
Every time you post a comment on another blog it links back to yours. I am a guest blogger for NP2020, NCNA, BlogHer and others…helps to promote my cause and my knowledge. Blogging makes your org more transparent and responsive….new structure! EDA Consulting
10/12/11 EDA Consulting Social Media Training Series Nonprofit Cultivation Center
It was created in March 2006 by Jack Dorsey and launched that July. The service rapidly gained worldwide popularity, with over 300 million users as of 2011, [6] generating over 300 million tweets and handling over 1.6 billion search queries per day. [3][8][9] It has been described as "the SMS of the Internet." [10] EDA Consulting
EDA Consulting
What are you focusing on? What are you doing right now? EDA Consulting
EDA Consulting
Not discussing MySpace because that is becoming filled with porn, etc. and is less reliable in some ways. It ’s a less credible resource. Fastest growing group of people using FB used to be people over the age of 35…these are the next generation of philanthropists. VERY popular among stay at home moms. Now the fastest growing demographic is women over the age of 55. 500 million people on Facebook 6 million users become “fans” every day. Does anyone know how FB started? Mark Zuckerberg founded this for students in the education system EDA Consulting
“ Friend” has now become a verb too! Examples of how social networking is becoming popular to other groups: Change.org = social networking site dedicated to causes. Stayclassy.org = social networking for fundraising - Care2 = social network consisting of more than 7 million activists… ”largest online community of people passionate about making a difference.” EDA Consulting
A great way to send information to your supporters that will show in their profile wall without overwhelming their inboxes. How do you get more followers outside your fans and friends? How do I get people to comments? What’s a good length for a FB post? What are discussions versus posts? EDA Consulting
A great way to send information to your supporters that will show in their profile wall without overwhelming their inboxes. Fans instead of friends Page = business profile Share option Add applications Recommended for businesses, npos, celebrities, brands Events Create badge Content shows up in fans’ walls EDA Consulting
People are more likely to donate to a project rather than just general operating Causes are not just for raising money, but as a portal to direct them to your website. In 2009, the vast majority of nonprofits were not really using Causes Why are you on Causes? What do you want to accomplish? Causes are based on people reaching out to their own networks to help advocate, build awareness and raise money for your organization – you’ve got to keep those people engaged by adding value and making specific calls to action EDA Consulting
EDA Consulting
EDA Consulting
Every time you post a comment on another blog it links back to yours. I am a guest blogger for NP2020, NCNA, BlogHer and others…helps to promote my cause and my knowledge. Blogging makes your org more transparent and responsive….new structure! EDA Consulting Social Media Training Series 10/12/11 Nonprofit Cultivation Center
EDA Consulting
EDA Consulting
EDA Consulting
What are you focusing on? What are you doing right now? EDA Consulting
Some link shortening will also help you track your links, schedule, etc. Some tools are already built into things like HootSuite. Nonprofit Cultivation Center 10/12/11 EDA Consulting Social Media Training Series
If you don’t set the rules, you can’t follow them. Who should you friend? Nonprofit Cultivation Center 10/12/11 EDA Consulting Social Media Training Series
EDA Consulting
Use strategy to build from where you are. EDA Consulting