Setting Marketing Goals for Nonprofits – Using the Marketing Canvas

NetSquared Vancouver
NetSquared VancouverCreative Services Lead
Setting Marketing Goals for Non-Profits
May 7, 2019
NetSquared
Today’s
Agenda
➔ The Process
○ Content via Radius
○ Stakeholders / Donors
○ Channels
➔ The Worksheet
➔ The Funnel & Metrics
➔ Tech Stack
➔ Q&A
Stakeholders’ /
Donors’ Process
Awareness Education
Consideration/
Solution
Decision/
Purchase
ObserveNew
State
DefineDesired
State
LoosenStatus
Quo
Committo
Change
Explore Possible Committo
Solutions Solution
Justify
Decision
Make the
Selection
STAGE
CONTENT
STAKEHOLDERS (akaDONORS)
CHANNELS
Setting Marketing Goals for Nonprofits – Using the Marketing Canvas
The Customer
Journey in Marketing
Awareness Education
Consideration/
Solution
Decision/
Purchase
ObserveNew
State
DefineDesired
State
LoosenStatus
Quo
Committo
Change
Explore Possible Committo
Solutions Solution
Justify
Decision
Make the
Selection
○ WOM
○ Boss
○ Tradeshows
○ Blogs/Articles
○ Webinars
○ Whitepapers
○ Social
○ Traditional
Advertising
○ Website
○ Analyst Reports
○ Case Studies
○ Email
○ Executive Events
○ Webinars
○ Website
○ Product Demos
○ Sales Presentations
○ Case Studies
○ Analyst Reports
○ Trial
○ Datasheets
○ Email
○ Executive Events
○ Webinars
○ Sales Presentations
○ ReferenceCalls
○ Trial
○ Case Studies
○ Analyst Reports
○ Datasheets
○ Email
○ Executive Events
○ Webinars
CONTENTSTAGE
B2B: Content
Setting Marketing Goals for Nonprofits – Using the Marketing Canvas
Awareness Education
Consideration/
Solution
Decision/
Purchase
ObserveNew
State
DefineDesired
State
LoosenStatus
Quo
Committo
Change
Explore Possible Committo
Solutions Solution
Justify
Decision
Make the
Selection
○ Social
○ WOM
○ Website
○ Traditional
Advertising
○ Blogs/Articles
○ Affiliate/Referral
○ App Exchanges
○ Retail
○ Boss
○ Tradeshows
○ Webinars
○ Whitepapers
○ “Trial”
○ Website
○ OnlineReviews
○ Blogs/Articles
○ Email
○ Retail
○ Analyst Reports
○ Case Studies
○ Executive Events
○ Webinars
○ “Trial”
○ Website
○ OnlineReviews
○ Blogs/Articles
○ Email
○ Product Demos
○ Sales Presentations
○ Case Studies
○ Analyst Reports
○ Datasheets
○ Executive Events
○ Webinars
○ “Trial”
○ Website
○ Discounts
○ Sales Presentations
○ ReferenceCalls
○ Proof of Concepts
○ Case Studies
○ Analyst Reports
○ Datasheets
○ Email
○ Executive Events
○ Webinars
CONTENTSTAGE
B2C: Content
Setting Marketing Goals for Nonprofits – Using the Marketing Canvas
Awareness Education
Consideration/
Solution
Decision/
Purchase
ObserveNew
State
DefineDesired
State
LoosenStatus
Quo
Committo
Change
Explore Possible Committo
Solutions Solution
Justify
Decision
Make the
Selection
STAGEBUYERS
B2B: Buyers/Donors
Awareness Education
Consideration/
Solution
Decision/
Purchase
ObserveNew
State
DefineDesired
State
LoosenStatus
Quo
Committo
Change
Explore Possible Committo
Solutions Solution
Justify
Decision
Make the
Selection
STAGECHANNELS
B2B: Channels
Sales
Marketing
Awareness Education
Consideration/
Solution
Decision/
Purchase
ObserveNew
State
DefineDesired
State
LoosenStatus
Quo
Committo
Change
Explore Possible Committo
Solutions Solution
Justify
Decision
Make the
Selection
STAGEBUYERS
B2C: Buyers
Awareness Education
Consideration/
Solution
Decision/
Purchase
ObserveNew
State
DefineDesired
State
LoosenStatus
Quo
Committo
Change
Explore Possible Committo
Solutions Solution
Justify
Decision
Make the
Selection
STAGECHANNELS
B2C: Buyers
Marketing
The Funnel
& Metrics
Setting Marketing Goals for Nonprofits – Using the Marketing Canvas
Metrics and KPIs to Get Started
● Cost (of Product / Service / Event)
● Marketing Investment
● Impressions
● Clicks
● Click Through Rate (CTR)
● Site Visitors
● Conversion Rate
● Revenue / Donation
● Target Cost-Per-Acquisition (CPA)
● ROI (Return on Investment)
Marketing
Tech Stack
Setting Marketing Goals for Nonprofits – Using the Marketing Canvas
Tips for getting started
An Example MarketingTech Stack
● Mailchimp for email service provider (ESP)
● Google Ads for paid search (lots of free credits for non-profits)
● Copper for Customer Relationship Management (CRM)
● Hubspot for marketing automation system and/or CRM
● Mozfor Search Engine Optimization (SEO)
● Intercom for chat and/or in-app messaging
● Optimizelyfor experimentation and personalization
● Adroll for retargeting (when you’re ready)
● Radius for data management (when you’re ready)
● Radius for predictive (when you’re ready)
Thanks! Q&A
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Setting Marketing Goals for Nonprofits – Using the Marketing Canvas