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Digital Acquisition for Regular Giving
How it compares with F2F and tips for
optimization
Presented by Cath Hoban
National Director of Fundraising
The Wilderness Society
The Wilderness Society (TWS)
Background
#sharethepassion
#sharethepassion
Early Adopters of F2F
#sharethepassion
Snapshot – Charity Market Context
Ref: JB Were 2015 Cause Report and 2015 Pareto Benchmarking
• 10 new charities registered in Australia every day
• Average 1 Yr value of regular givers and cash donors decreased
• Cost to income ratio increasing year on year
• Churn of yr1 recruited RG’s increasing year on year since 2009
• Upgrade success declining dramatically from 40% of F2F
recruited RG’s in 2009 to 12% in 2015
• F2F is still the key driver of RG growth
• Women are driving online donations
#sharethepassion
Regular Giving Program - TWS
• We have an annual operating revenue of around $12m
(excl bequests)
• Regular Giving comprises 90% of our revenue
• We acquire around 7,000- 8,000 regular givers a year
(net 4,500)
• Average monthly gift between $19 & $31 ($26 for F2F)
#sharethepassion
Online RG Diversification Strategy
#sharethepassion
Digital Strategic Intent
• Risk mitigation and program diversification
• Maximize opportunities presented by growth in online
• Reduce CPA
• Beat F2F ROI over 5 years
• Pull marketing versus push market of F2F (reduced
churn)
• Build list for cash gifts and advocacy
#sharethepassion
Initial Program – launched Oct 2014
• One campaign based on Great Forest National Park
• Creative content development
• Purchased digital leads (email & email and phone) from
petition and variety of other suppliers such as 3rd party co-
registration
• Onboarding via a series of emails
• 2 step with online engagement and telemarketing conversion
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EDM
#sharethepassion
Onboarding
General email onboarding journey was created using a series of
engagement pieces including:
• Hook engaging online content: story books, videos, animations etc
• Petitions
• Surveys and polls
• Sharable content asks
• Cash donation asks
• Regular giving ask
#sharethepassion
Onboarding – Process Map GAB
Signed Petition
Not Signed
Signed Petition
Donated
Didn't Signed
Donate Petition
Donated
New RG
Voted
Email 1
GAB Introduction
Please Sign Pettion
Landing Page 1
Web Petition
(Optional Mobile Capture)
Thank You Page
Donate & Share Options
Email 1b
Please Sign Pettion
Reminder
Sent Day 2
Email 2
Stop BP Now Theme
Sent Day 3
Landing Page 2
Donation Ask
Email 2b
Donation Reminder
Sent Day 4
Thank You Page
Donate & Share Options
Email 3
BP CEO Topic
Sent Day 6
Landing Page 3
Vote
(Optional Mobile Capture)
Thank You Page
Donate & Share Options
Email 4
Oil Spill Modelling
Sent Day 8
(Only sent to supporters
who didn't donate)
Landing Page 4
Donation Ask
Thank You Page
Donate & Share Options
Email 5
Keep BP Out
Sent Day 14
Landing Page 5
RG Ask
via
Yes / No Poll Widget
Thank You Page
Donate & Share Options
Bridge Email
About TWS
Sent Day 21
#sharethepassion
GAB
#sharethepassion
Onbarding Examples – EDM 1
#sharethepassion
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Onboarding Cont
Automated email journeys
Phone capture mechanisms on all landing pages
Second asks on thank you emails: Donation/Petition and
Petition/Donation
Escalation and prioritization to telemarketing for more engaged
leads
#sharethepassion
Optimization Work
We started off with 1 campaign in late 2014 based on our Great
Forest National Park in Victoria & featured the fairy possum
We now run 3 creative content campaigns across following
channels
• Digital email & phone (high quality)
• Digital – email only (lower quality)
• Recycled leads
• Organic leads
• Website remarketing
#sharethepassion
Recycle Leads Program
Second attempt engagement and conversion strategy
for all unpenetrated telemarketing file (either not called
or MAX attempts) are run through alternative campaign
#sharethepassion
Organic Leads Program
#sharethepassion
Generic Program - Organic Leads
• Insert imbedded content for Koala & Whale??
#sharethepassion
Campaign Integration leads - New
Offline leads collected from community
engagement are now being funneled through
onboarding and conversion campaigns
#sharethepassion
Results
#sharethepassion
Results – Payment success rate
60%
65%
70%
75%
80%
85%
90%
95%
100%
105%
1/05/2015 1/06/2015 1/07/2015 1/08/2015 1/09/2015 1/10/2015 1/11/2015 1/12/2015 1/01/2016 1/02/2016 1/03/2016 1/04/2016
SuccessfulFirstDebit%
Signup Payment Success Rates Over Time
Digital Leads High Quality
Digital Leads Low Quality
Digital Leads Recycle
Digital Organic Leads
F2F Inhouse
#sharethepassion
RG Composition by Channel
77%
2%
2%
5% 13%
2013 - 2014 Financial Year - Acquisition
Sources
Face to Face
Internet
Other
Telemarketing
Digital Leads
68%4%
2%
7%
19%
2014 - 2015 Financial Year - Acquisition
Sources
Face to Face
Internet
Other
Telemarketing
Digital Leads
#sharethepassion
Results – Churn 12 months
0.4
0.5
0.6
0.7
0.8
0.9
1
1 2 3 4 5 6 7 8 9 10 11 12
PercentageOfPaymentsProcessed
Churn Over 12 Months By Payments Processed
Digital Leads High Quality
Digital Leads Low Quality
Digital Leads Recycle
Digital Organic Leads
F2F Inhouse
Reactivation
Unsol Acquisition
#sharethepassion
Results Churn – 24 months
0.2
0.3
0.4
0.5
0.6
0.7
0.8
0.9
1
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24
PercentageOfPaymentsProcessed
Churn Over 24 Months By Payments Processed
Digital Leads High Quality
Digital Leads Low Quality
Digital Leads Recycle
Digital Organic Leads
F2F Inhouse
Reactivation
Unsol Acquisition
#sharethepassion
Results - ROI
0
0.5
1
1.5
2
2.5
3
ROI @ 12 Months ROI @ 2 Years ROI @ 3 Years ROI @ 5 Years
ROI per Channel
F2F In F2F Outsource Supplier 1 F2F Outsource Supplier 2 DLG Premium
DLG Standard Recycled Leads Organic Leads Tele Reactivates
#sharethepassion
ROI on $25 Average Gift
0
0.5
1
1.5
2
2.5
3
ROI @ 12 Months ROI @ 2 Years ROI @ 3 Years ROI @ 5 Years
ROI on average $25 Gift
F2F In F2F Outsource Supplier 1 F2F Outsource Supplier 2 DLG Premium DLG Standard Recycled Leads Organic Leads Tele Reactivates
#sharethepassion
Recycled Digital leads Program
0.00%
2.00%
4.00%
6.00%
8.00%
10.00%
12.00%
14.00%
Signed Petition AND Max
Attempts AND (No Open or
Click)
Signed Petition AND Max
Attempts AND Opened 2 emails
Signed Petition AND Not Called Not Signed Petition AND Max
Attempts AND (No Open or
Click)
Not Signed AND Not Called Signed Petition AND Max
Attempts AND clicked 2 emails
TM Conversion rate
#sharethepassion
Added Value of Digital Acq Program
Email list growth
• In the last year we acquired 96,790 new email subscribers to
our email lists
Advocacy value
• Since February 2015, petition forms have generated:
108,448 signatures for our advocacy programs of which
40,445 (37.29%) were new supporters.
• 457 new volunteers
#sharethepassion
Change to RG profile
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
Total
F2F Recruited
Digital Recruited
Gender of Current RG File
Male Female
#sharethepassion
Age of RG File
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
Total RG file
F2F Recruited
Digital Recruited
Age Composition of RG's
Under 40 40-60 60 plus
#sharethepassion
Added Website traffic
#sharethepassion
Additional cash donations to e-appeals
In 2015 we generated and additional $77,011 in e-
appeal cash donations from 1499 new cash donors from
digital lead program
#sharethepassion
Key Learnings and Next Steps
#sharethepassion
Top Ten Tips
1. Be patient and be prepared to fail
2. Allocate testing budget and don’t jump to fast
3. Petition leads are best
4. Watch creative expenditure and impact on CPA
5. Onboard new supporters
6. Reinforce petition signing at all points
7. Not all data or suppliers are equal
8. Make sure your landing pages are optimized for mobile
9. If you can’t track, it don’t do it
10. Test test test (everything)
#sharethepassion
Where to Next
• Average gift optimization to minimum $25 monthly gift across
all digital channels
• Welcome process for online acquired RG’s to reduce churn
even further
• Supporter journey mapping
• Optimizing for better online RG conversion (less
telemarketing)
• Focus on social media conversion & website remarketing
#sharethepassion
Thank you.
Questions?

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Acquiring New Regular Givers Online

  • 1. Digital Acquisition for Regular Giving How it compares with F2F and tips for optimization Presented by Cath Hoban National Director of Fundraising The Wilderness Society
  • 2. The Wilderness Society (TWS) Background
  • 5. #sharethepassion Snapshot – Charity Market Context Ref: JB Were 2015 Cause Report and 2015 Pareto Benchmarking • 10 new charities registered in Australia every day • Average 1 Yr value of regular givers and cash donors decreased • Cost to income ratio increasing year on year • Churn of yr1 recruited RG’s increasing year on year since 2009 • Upgrade success declining dramatically from 40% of F2F recruited RG’s in 2009 to 12% in 2015 • F2F is still the key driver of RG growth • Women are driving online donations
  • 6. #sharethepassion Regular Giving Program - TWS • We have an annual operating revenue of around $12m (excl bequests) • Regular Giving comprises 90% of our revenue • We acquire around 7,000- 8,000 regular givers a year (net 4,500) • Average monthly gift between $19 & $31 ($26 for F2F)
  • 8. #sharethepassion Digital Strategic Intent • Risk mitigation and program diversification • Maximize opportunities presented by growth in online • Reduce CPA • Beat F2F ROI over 5 years • Pull marketing versus push market of F2F (reduced churn) • Build list for cash gifts and advocacy
  • 9. #sharethepassion Initial Program – launched Oct 2014 • One campaign based on Great Forest National Park • Creative content development • Purchased digital leads (email & email and phone) from petition and variety of other suppliers such as 3rd party co- registration • Onboarding via a series of emails • 2 step with online engagement and telemarketing conversion
  • 23. #sharethepassion Onboarding General email onboarding journey was created using a series of engagement pieces including: • Hook engaging online content: story books, videos, animations etc • Petitions • Surveys and polls • Sharable content asks • Cash donation asks • Regular giving ask
  • 24. #sharethepassion Onboarding – Process Map GAB Signed Petition Not Signed Signed Petition Donated Didn't Signed Donate Petition Donated New RG Voted Email 1 GAB Introduction Please Sign Pettion Landing Page 1 Web Petition (Optional Mobile Capture) Thank You Page Donate & Share Options Email 1b Please Sign Pettion Reminder Sent Day 2 Email 2 Stop BP Now Theme Sent Day 3 Landing Page 2 Donation Ask Email 2b Donation Reminder Sent Day 4 Thank You Page Donate & Share Options Email 3 BP CEO Topic Sent Day 6 Landing Page 3 Vote (Optional Mobile Capture) Thank You Page Donate & Share Options Email 4 Oil Spill Modelling Sent Day 8 (Only sent to supporters who didn't donate) Landing Page 4 Donation Ask Thank You Page Donate & Share Options Email 5 Keep BP Out Sent Day 14 Landing Page 5 RG Ask via Yes / No Poll Widget Thank You Page Donate & Share Options Bridge Email About TWS Sent Day 21
  • 29. #sharethepassion Onboarding Cont Automated email journeys Phone capture mechanisms on all landing pages Second asks on thank you emails: Donation/Petition and Petition/Donation Escalation and prioritization to telemarketing for more engaged leads
  • 30. #sharethepassion Optimization Work We started off with 1 campaign in late 2014 based on our Great Forest National Park in Victoria & featured the fairy possum We now run 3 creative content campaigns across following channels • Digital email & phone (high quality) • Digital – email only (lower quality) • Recycled leads • Organic leads • Website remarketing
  • 31. #sharethepassion Recycle Leads Program Second attempt engagement and conversion strategy for all unpenetrated telemarketing file (either not called or MAX attempts) are run through alternative campaign
  • 33. #sharethepassion Generic Program - Organic Leads • Insert imbedded content for Koala & Whale??
  • 34. #sharethepassion Campaign Integration leads - New Offline leads collected from community engagement are now being funneled through onboarding and conversion campaigns
  • 36. #sharethepassion Results – Payment success rate 60% 65% 70% 75% 80% 85% 90% 95% 100% 105% 1/05/2015 1/06/2015 1/07/2015 1/08/2015 1/09/2015 1/10/2015 1/11/2015 1/12/2015 1/01/2016 1/02/2016 1/03/2016 1/04/2016 SuccessfulFirstDebit% Signup Payment Success Rates Over Time Digital Leads High Quality Digital Leads Low Quality Digital Leads Recycle Digital Organic Leads F2F Inhouse
  • 37. #sharethepassion RG Composition by Channel 77% 2% 2% 5% 13% 2013 - 2014 Financial Year - Acquisition Sources Face to Face Internet Other Telemarketing Digital Leads 68%4% 2% 7% 19% 2014 - 2015 Financial Year - Acquisition Sources Face to Face Internet Other Telemarketing Digital Leads
  • 38. #sharethepassion Results – Churn 12 months 0.4 0.5 0.6 0.7 0.8 0.9 1 1 2 3 4 5 6 7 8 9 10 11 12 PercentageOfPaymentsProcessed Churn Over 12 Months By Payments Processed Digital Leads High Quality Digital Leads Low Quality Digital Leads Recycle Digital Organic Leads F2F Inhouse Reactivation Unsol Acquisition
  • 39. #sharethepassion Results Churn – 24 months 0.2 0.3 0.4 0.5 0.6 0.7 0.8 0.9 1 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 PercentageOfPaymentsProcessed Churn Over 24 Months By Payments Processed Digital Leads High Quality Digital Leads Low Quality Digital Leads Recycle Digital Organic Leads F2F Inhouse Reactivation Unsol Acquisition
  • 40. #sharethepassion Results - ROI 0 0.5 1 1.5 2 2.5 3 ROI @ 12 Months ROI @ 2 Years ROI @ 3 Years ROI @ 5 Years ROI per Channel F2F In F2F Outsource Supplier 1 F2F Outsource Supplier 2 DLG Premium DLG Standard Recycled Leads Organic Leads Tele Reactivates
  • 41. #sharethepassion ROI on $25 Average Gift 0 0.5 1 1.5 2 2.5 3 ROI @ 12 Months ROI @ 2 Years ROI @ 3 Years ROI @ 5 Years ROI on average $25 Gift F2F In F2F Outsource Supplier 1 F2F Outsource Supplier 2 DLG Premium DLG Standard Recycled Leads Organic Leads Tele Reactivates
  • 42. #sharethepassion Recycled Digital leads Program 0.00% 2.00% 4.00% 6.00% 8.00% 10.00% 12.00% 14.00% Signed Petition AND Max Attempts AND (No Open or Click) Signed Petition AND Max Attempts AND Opened 2 emails Signed Petition AND Not Called Not Signed Petition AND Max Attempts AND (No Open or Click) Not Signed AND Not Called Signed Petition AND Max Attempts AND clicked 2 emails TM Conversion rate
  • 43. #sharethepassion Added Value of Digital Acq Program Email list growth • In the last year we acquired 96,790 new email subscribers to our email lists Advocacy value • Since February 2015, petition forms have generated: 108,448 signatures for our advocacy programs of which 40,445 (37.29%) were new supporters. • 457 new volunteers
  • 44. #sharethepassion Change to RG profile 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Total F2F Recruited Digital Recruited Gender of Current RG File Male Female
  • 45. #sharethepassion Age of RG File 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Total RG file F2F Recruited Digital Recruited Age Composition of RG's Under 40 40-60 60 plus
  • 47. #sharethepassion Additional cash donations to e-appeals In 2015 we generated and additional $77,011 in e- appeal cash donations from 1499 new cash donors from digital lead program
  • 49. #sharethepassion Top Ten Tips 1. Be patient and be prepared to fail 2. Allocate testing budget and don’t jump to fast 3. Petition leads are best 4. Watch creative expenditure and impact on CPA 5. Onboard new supporters 6. Reinforce petition signing at all points 7. Not all data or suppliers are equal 8. Make sure your landing pages are optimized for mobile 9. If you can’t track, it don’t do it 10. Test test test (everything)
  • 50. #sharethepassion Where to Next • Average gift optimization to minimum $25 monthly gift across all digital channels • Welcome process for online acquired RG’s to reduce churn even further • Supporter journey mapping • Optimizing for better online RG conversion (less telemarketing) • Focus on social media conversion & website remarketing

Editor's Notes

  1. TWS advocacy Snaps shot of website Place in market Campaigns Numbers: RG’s Revenue, Email list , FB audience The types of fundraising we do and why \Formed in 1976 in Tasmania Environmental advocacy Charity We are a federation of 8 entities including the National Organisation and 7 state campaign centres Around 3rd largest Environmental ENGO in Australia F2F early adopters commencing in the early 90’s No silver bullet or panacea Threats to F2F industry
  2. Prior to introduction of digital program, in-house F2F delivered over 90% of all new regular givers
  3. MD and bequest prospects
  4. Your own petitions leads are free (or cheaper) than paid leads Use an on-boarding journey to introduce your new supporters to your organisation For on-boarding strategy: Remind supporters who haven’t signed a petitions yet to sign it (contact collection) Keep your different sources separate as they all perform differently (help with reporting & optimization) Test send times, subject lines, new suppliersyou send times to find which works best for your audience DLG Recycle – Don’t let old leads go to waste. Target and prioritise based on activity (petition signatures, donations, etc…) Not all sources are equal. Drop them if they don’t perform and move the budget elsewhere Define your metrics (as other organisations or web sites may calculate them differently. E.g. Click Rate = Clicks / Opens; Some sites have Click Rate = Clicks / Sends) Monitor and review your metrics to make sure they don’t drop off below expectations. Landing pages ? Keep sources of data separate