This document discusses best practices for data health in eTapestry. It emphasizes the importance of clean data for relationships, retention, and donations. Regular data cleaning should address issues like addresses, deceased records, phone numbers, emails, and more. The presentation provides tips for conducting data health audits and ongoing maintenance through practices like mass updates, imports, and third-party services. Attendees are encouraged to develop a formal data health plan and process to continuously improve data quality.
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https://bloomerang.co/resources/webinars/
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Don’t waste time and money by trying to communicate to those who have shown little or no affinity to your cause.
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https://bloomerang.co/resources/webinars
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Learning Outcomes:
- Be familiar with data management techniques that maximize the capabilities of your database and increase productivity
- Understand segmenting strategies lead to higher response rates from your donor communications
- Learn how to generate meaningful reports that will impact your internal procedures
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https://bloomerang.co/resources/webinars/
Robin L. Cabral, MA, CFRE will lead you through the why and how of creating your own database standards manual and processes to ensure that you are not leading your organization down the path of “Garbage In=Garbage Out.” Consider it your legacy to your organization’s future revenue.
Don’t waste time and money by trying to communicate to those who have shown little or no affinity to your cause.
Our webinar will examine how to look at your constituents through the filter of your database, thus providing a better understanding of who they are and what they are interested in.
Know your audience…manage your data. Successful fundraising strategies depend upon it!
Turn First-Time Donors Into Repeat DonorsBloomerang
https://bloomerang.co/resources/webinars
First-year communications are key to donor retention. Fundraising experts Jay Love and Tom Ahern will show you how to keep the love alive with effective donor retention strategies that will help you to raise more money for your mission.
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Within your donor database lies untold lifetime value. Unfortunately, many nonprofits fail to properly nurture and steward their donors, and are content with high acquisition and high churn.
Why let this enormous asset go underutilized?
In this session, we will cover the tenets of effective database management, no matter what program or vendor you use. We will show examples of best practices in data management, communication segmenting, engagement tracking and reporting in order to help your team work smarter, not harder.
Learning Outcomes:
- Be familiar with data management techniques that maximize the capabilities of your database and increase productivity
- Understand segmenting strategies lead to higher response rates from your donor communications
- Learn how to generate meaningful reports that will impact your internal procedures
This session explores the Fundraising Effectiveness Project report commissioned by AFP and the Urban Institute. The dismal news in this report can and should be an eye opener for every nonprofit engaged in fundraising.
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Be familiar with current research on donor retention and how an increase or decrease can impact your bottom line
Understand how to calculate your donor retention rate
Learn new donor communications techniques in order to improve donor loyalty and retention
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Reporting on individual metrics in isolation will only get you so far. Data-driven decision making requires deeper analysis that includes additional context. This context often comes from a variety of data sources, many of which are siloed. Learn about the importance of data context, as well as specific steps on how to provide context across a variety of data sources.
Take Charge of Your Data to Meet Fundraising Goalsfundchat
A presentation delivered at the annual AFP-NNE Conference on Nov. 8, 2013 by Chris Bicknell of Little Green Light, Kathy Howrigan of Marts & Lundy, and Brendan Kinney of Vermont Public Radio.
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https://bloomerang.co/resources/speaking/
Within your donor database lies untold lifetime value. Unfortunately, many nonprofits fail to properly nurture and steward their donors, and are content with high acquisition and high churn.
Why let this enormous asset go underutilized?
In this session, we will cover the tenets of effective database management, no matter what program or vendor you use. We will show examples of best practices in data management, communication segmenting, engagement tracking and reporting in order to help your team work smarter, not harder.
Learning Outcomes:
Be familiar with data management techniques that maximize the capabilities of your database and increase productivity
Understand segmenting strategies lead to higher response rates from your donor communications
Learn how to generate meaningful reports that will impact your internal procedures
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Make sure your test results are statistically significant
Use the right stats
You need a hypothesis
Segment your results
Validate your results
Use Advanced Analytics
Learn from your failures
Use test results to inform other channels
Test across channels
Raise More Money with eTapestry! How one customer raised $19 million!Pam Dechert
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This session explores the Fundraising Effectiveness Project report commissioned by AFP and the Urban Institute. The dismal news in this report can and should be an eye opener for every nonprofit engaged in fundraising.
We will focus on the root causes of poor retention rates, and offer tips for improvement based on the principles of Dr. Adrian Sargeant and Tom Ahern: two world-renowned authorities on building donor loyalty. Sargeant and Ahern’s principles are based upon years of research conducted in the sector and can be used by any organization, whether you are a one-person shop or a large department. We will show examples of their principles in action. The results can be astounding when put into daily use!
Learning Outcomes:
Be familiar with current research on donor retention and how an increase or decrease can impact your bottom line
Understand how to calculate your donor retention rate
Learn new donor communications techniques in order to improve donor loyalty and retention
This session will look at metrics to track and how to get those numbers out of the data collected in past years. Time will be spent covering the types of data organizations should be capturing and how to find trends that will help in next year's messaging and communication's calendar.
Reporting on individual metrics in isolation will only get you so far. Data-driven decision making requires deeper analysis that includes additional context. This context often comes from a variety of data sources, many of which are siloed. Learn about the importance of data context, as well as specific steps on how to provide context across a variety of data sources.
Take Charge of Your Data to Meet Fundraising Goalsfundchat
A presentation delivered at the annual AFP-NNE Conference on Nov. 8, 2013 by Chris Bicknell of Little Green Light, Kathy Howrigan of Marts & Lundy, and Brendan Kinney of Vermont Public Radio.
Maximize Your Team and Database for Fundraising Success (AFP Hampton Roads 2021)Bloomerang
https://bloomerang.co/resources/speaking/
Within your donor database lies untold lifetime value. Unfortunately, many nonprofits fail to properly nurture and steward their donors, and are content with high acquisition and high churn.
Why let this enormous asset go underutilized?
In this session, we will cover the tenets of effective database management, no matter what program or vendor you use. We will show examples of best practices in data management, communication segmenting, engagement tracking and reporting in order to help your team work smarter, not harder.
Learning Outcomes:
Be familiar with data management techniques that maximize the capabilities of your database and increase productivity
Understand segmenting strategies lead to higher response rates from your donor communications
Learn how to generate meaningful reports that will impact your internal procedures
Life is Never Random … How to Make the Most of Your Data StrategyMerkle
Presentation from this year's Bridge Conference that covers how nonprofit marketers can make the most of their data strategy to drive donor acquisitions.
DMAW presentation on testing.
Run an A/A test
Make sure your test results are statistically significant
Use the right stats
You need a hypothesis
Segment your results
Validate your results
Use Advanced Analytics
Learn from your failures
Use test results to inform other channels
Test across channels
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4. What is Data Health?
4 #bbcon
• Address Clean-up
• Social
• Deceased
• Age
• Phone Numbers
• Email
• Employment
5. What is Data Health?
5 #bbcon
• Address Clean-up
• Social (Scheduled for 2015)
• Deceased
• Age
• Phone Numbers
• Email
• Employment
6. Survey Time!
• How many of you have a Data Health Plan?
10%*
6 #bbcon
*
*Based on a 3rd Sector Labs Survey
7. Survey Time!
• When was the last time your organization did
any type of data cleanup?
• Less than 3 months ago
• More than 6 months ago
• Never or can not remember
7 #bbcon
8. Survey Time!
• When was the last time your organization did
any type of data cleanup?
• Less than 3 months ago
30%*
8 #bbcon
*Based on a 3rd Sector Labs Survey
9. Survey Time!
• When was the last time your organization did
any type of data cleanup?
• More than 6 months ago
40%*
9 #bbcon
*Based on a 3rd Sector Labs Survey
10. Survey Time!
• When was the last time your organization did
any type of data cleanup?
• Never or can not remember
30%*
10 #bbcon
*Based on a 3rd Sector Labs Survey
11. Survey Time!
• How many of you have someone responsible
for data quality?
67%*
11 #bbcon
*Based on a 3rd Sector Labs Survey
13. Why is Clean Data Important?
• Relationships
• If you don’t even know they moved, what does that
say about you wanting to build a long term
relationship with them.
• Retention
• If you don’t know they have have a new email
address, how do they get your communications?
• They will forget about you.
• Donations
• You will SAVE costs and RAISE more money.
13 #bbcon
14. Quiz Time!
• What percent of people in the US move each
year?
11.6%* 15%*
*Based on Non Profit Quarterly Data
14 #bbcon
*Based on US Census Data
• That means on average 1,100 to 1,500 people
per year need their addresses updated in a
10,000 name database!
15. Quiz Time!
• What percent of people will you have to mark
as deceased each year?
8%*
*Based US Census Data
• That means on average 800 people per year in
a 10,000 name database need to be updated
as deceased!
15 #bbcon
16. Quiz Time!
• What percent of people in the US create a new
email every 6 months?
17%*
*Based 2014 M+R Benchmark Study
• That means on average 1,700 people per year
in a 10,000 name database have a new email
address every six months!
16 #bbcon
17. Quiz Time!
• What percent of people actually change their
email annually?
30%*
*Based 2014 M+R Benchmark Study
• That means on average you have outdated
email addresses for 3,000 people per year in a
10,000 name database.
17 #bbcon
18. Quiz Time!
• What percent of the world joined an online
Social Network in the past two years?
18%*
*Based on a 2014 eMarket Report
• Numbers now show approximately 1 in 4
people around the world are on Social Media.
18 #bbcon
19. Clean data = $
• Example using Bad Addresses and Deceased:
• Sending a mailing to 10,000 names.
• Cost assumed at $1/per piece sent.
• Response rate 10%
• Average gift is $30
19 #bbcon
20. Clean data = $
• If you don’t clean your data:
• Mail sent to potential bad data = 1,800
• Responses you won’t get from bad data = 180
• Potential donations you won’t receive from bad data =
$5,400
• Extra costs because of bad data = $1,800
Total: $7,200
20 #bbcon
21. Clean data = $
• Example using eMail directing people to take
action on your eCommerce page:
• Sending an email to 10,000 names.
• Cost assumed at $.10 per email
• Response rate 7%
• Average gift is $163
21 #bbcon
22. Clean data = $
• If you don’t clean your data:
• People who won’t see your email = 1,700
• Responses you won’t get from bad data = 119
• Potential donations you won’t receive from bad data =
$19,397
• Extra costs because of bad data = $170
Total: $19,567
22 #bbcon
23. Clean data = $
• Example using Social Media:
• 10,000 Name Database.
• Cost: Minimal
• Response rate 18%
• Average gift is $59 (Source NPTech for Good)
23 #bbcon
24. Clean data = $
• If you don’t clean your data:
• People who won’t connect with = 1,800
• Responses you won’t get from bad data = 324
• Potential donations you won’t receive from bad data =
$19,116
Total: $19,116
24 #bbcon
25.
26. Insanity is doing the same thing over
and over again….
• Stop “cleaning up” data only at the mail house or in excel, but not
in your database
• Stop keeping JUNK in the database
• Get buy in from the top down:
• CEO, ED
• Board, Development Committee
• Staff, Volunteers
• Donors
27. Data Health Plan
• Organizational Buy-in
• Data Health Scorecard and NCOA update
• Data Health Audit
• Data Cleanup Plan and ongoing Data Health calendar
28. Your Data Health Plan – Start with the
Data Health Scorecard
• The health of your database is determined by comparing the addresses
of your constituents with Target Analytics information. If most of the
addresses in your database are complete and current, your database
receives a good score. The highest possible score is an A. The more
addresses are incomplete or incorrect, the lower the score will be. The
lowest possible score is an E.
• The score card also indicates whether it has been more than 90 days
since you ran AddressFinder™ (NCOA®). We recommend you run
AddressFinder™ (NCOA®) regularly so that you quality for postal
discounts. AddressFinder™ (NCOA®) helps you keep constituent
addresses up to date, so you don't waste money sending mail to
outdated addresses. For more information, refer to AddressFinder™
(National Change of Address®).
30. The Good News about NCOA
After the results are downloaded, the Address, City, State, and Postal
Code fields for relevant constituents are updated.
User-defined fields on each persona are also updated to reflect the date
and details of the update.
A journal entry is also added to your organization's account; it includes
an attachment that you can provide to the United States Postal Service
to help qualify for discounts on your bulk postage
31. The ‘Bad News’ – not really!
You’ll have a category in eTapestry AddressFinder™ (NCOA®) Codes that
will allow you to mark accounts using Mass Update:
• Invalid Address
• Move Identified, Address Cannot Be Updated (Not Corrected)
Use these queries to Mass Update the Account Values for Bad Address
32. But that’s only step 1 of the plan
Data Health Audit
What else should we take a look at in eTapestry?
• Salutations
• Account Type
• Important User Defined Fields
• Address Clean-up
• Social
• Deceased
• Age
• Phone Numbers
• Email
• Employment
• Missing gift information: Campaigns, Approaches
33. 5 Great Ways to Clean up Data:
• By hand (ok, maybe not great, but works! Think
INTERN!)
• Mass Update
• Import
• Integrated NCOA and coming soon Social!
• Data Enrichment Services and Target Analytics
• Email Append
• Deceased, Age Append
• Employment
• Prospect Research
34. Query on what’s missing:
• Create a Data Health Query Category and put your common cleanup
queries in it.
• Create easy ‘no value’ ‘any’ queries on fields with high potential for
missing data
• Use Campaign and Approach summary to look for missing transaction
information
• Query on segments and create report of all values you are looking for
(great if the information is in there, but wrong!)
• Create a general report and then auto-schedule these to run every 90
days and be delivered to your inbox.
36. If the data in the records:
• All need to be updated with the SAME data – MASS UPDATE
• Example: You queried on all accounts with no Account Type and 400 come back
empty. You realize they are all or 95% Individuals. You use the query with those
records to Mass Update the Account Value of Account Type to Individuals. Even if
a handful are businesses, do the mass update and hand correct those.
• All need to have different values – REIMPORT
• Example: You queried on accounts with missing salutations. Every donor’s
salutations are different. Pull the data into an excel spreadsheet, include account
number. Correct it in excel, then reimport the salutations using the account
number.
43. If the data is more complex or is missing and you
can’t find it:
• Data Service with eTapestry: we can do it programmatically on a test
database and then push it live.
• We can Mass Delete data.
• Target Analytics and Data Enrichment Services – this can be imported
back in!
46. Ongoing Data Health Plan:
• Quarterly NCOA update
• Data Health Audit
• Monthly or quarterly data health reports sent to you.
• Set required fields for Data Entry in the system. For both accounts and gifts.
• Limit user access to create Funds, Campaigns, Approaches, User Defined
Fields.
• Data Entry Quality Check using User Activity Report and Created, Modified
by.
• Take Screen Shots (or videos) of proper data entry for your organization.
Create a user manual or a ‘how to’ for data and gift entry.
• Report on data health as part of your ongoing development plan. Assign data
health tasks to the team. Create data health calendar with assignments.
47. Clean Data Directly impacts:
• Relationships
• Retention
• Donations
Implement a data health plan
47 #bbcon
today!
48. Resources:
• HELP in eTapestry: Mass Update and Import
• Training Central: LIVE import class or video on import
• https://www.blackbaud.com/analytics/
• etapconsulting@blackbaud.com
• Pam.dechert@blackbaud.com
49. Did this session give you the jolt you needed?
Don’t forget to complete
a session survey!
Each completed survey enters you into a drawing to win a
complimentary registration to bbcon 2015 in Austin, Texas*.
*Blackbaud reserves the right to change or withdraw this promotion at any time, without advance notice. Promotion has no cash value and may not be
exchanged, applied to, or combined with any other offer.
50 #bbcon