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Similar to How to Become a TeamRaiser Jedi Master (bbcon 2013)
How to Become a TeamRaiser Jedi Master (bbcon 2013)
- 1. 9/30/2013 #bbcon 1 Howto become a TeamRaiser Jedi Master PRESENTED BY: CHRIS CAIN, BLACKBAUD DEEPA KARANI, BLACKBAUD
- 2. 9/30/2013 #bbcon 2 YODACOULD NOT JOIN US TODAY…BUT…
- 3. 9/30/2013 #bbcon 3 TODAY’SJEDI TRAINING WILL COVER • Fundamentals of Peer to Peer Jedi Code - Executive Summary of the Key Findings from Blackbaud’s 2013 Peer to Peer (P2P) Event Benchmark Study • Enhancements to the TeamRaiser Force - Discussion of recent solution enhancements to TeamRaiser that makes it stronger than ever before • Jedi Master Testimonials - Hear from 2 TeamRaiser experts - Open mic (or lightsaber if you brought one) • Jedi Toolkit - Resources and future trainings to keep in mind to ensure your P2P Jedi knowledge stays current
- 4. 9/30/2013 #bbcon 4 THEFUNDAMENTALS OF THE PEER TO PEER FUNDRAISING JEDI CODE
- 5. 9/30/2013 Blackbaud Confidential5 BENCHMARKING REPORT: FRAMEWORK METHODOLOGY Team Raiser & Friends Asking Friends P2P Fundraising Solutions 1,275Organizations 28K Events ~$1 B In revenue Key Factoids Download the study at www.blackbaud.com/p2pbenchmark.
- 6. 9/30/2013 #bbcon 6 KEYFINDING #1: MORE PARTICIPANTS ARE REGISTERING 2010 – 2011 Median Change
- 7. 9/30/2013 #bbcon 7 KEYFINDING #2: EVENTS ARE RAISING MORE MONEY ONLINE 2010 – 2011 Median Change 14.3% 12.3% 10.3% 14.9%
- 8. 9/30/2013 #bbcon 8 KEYFINDING #3: PARTICIPANTS ARE MULTI-CHANNEL COMMUNICATORS While number of emails sent were down, online fundraising was up! Participants are using truly multi-channel fundraisers.
- 9. 9/30/2013 #bbcon 9 KEYFINDING #4: AVERAGE GIFT AMOUNT IS GROWING
- 10. 9/30/2013 #bbcon 10 KEYFINDING #5: RETURNING PARTICIPANTS RAISE MORE VS. NEW PARTICIPANTS
- 11. 9/30/2013 #bbcon 11 KEYFINDING #6: DO-IT-YOURSELF (DIY) FUNDRAISING IS HOT Peer-to-Peer Fundraising, DIY Fundraising, Independent Fundraising Events, Marathon Fundraising, Crowdfunding, Virtual Events….
- 12. 9/30/2013 #bbcon 12 ADDITIONALPERFORMANCE INDICATORS THAT DRIVE REVENUE IN TEAMRAISER Behavior Fundraising Average* Non-Self Donor $69 Self Donor $508 Page Not Updated $31 Page Updated $205 0 Emails Sent $52 1-9 Emails Sent $231 10+ Emails Sent $541 *Sample data from one P2P campaign
- 13. 9/30/2013 #bbcon 13 THEP2P FUNDRAISING JEDI CODE Activate multichannel communications & fundraising strategies Make your donor & participant experience intuitive Make it rewarding and intuitive for returning indiv & team participants
- 14. 9/30/2013 #bbcon 14 THEP2P FUNDRAISING JEDI CODE Be thoughtful about growing and/or starting a DIY fundraising strategy Drive messaging around select performance behaviors that drive $ for your event
- 15. 9/30/2013 #bbcon 15 RECENTENHANCEMENTS TO THE TEAMRAISER FORCE
- 16. 9/30/2013 #bbcon 16 •Integrating Jedi Code (best practices) for fundraising • Improving the Admin experience - event management and configuration updates - reporting/database updates RECENT FEATURES AND ENHANCEMENTS EVERYONE SHOULD KNOW ABOUT!
- 17. 9/30/2013 #bbcon 17 •Responsive Design – TeamRaiser pages that render correctly on all devices FUNDRAISING BEST PRACTICES
- 18. 9/30/2013 #bbcon 18 FUNDRAISINGBEST PRACTICES
- 19. 9/30/2013 #bbcon 19 •Returning participation enhancements and empowering participants - Login Page at Front of the Registration Flow FUNDRAISING BEST PRACTICES
- 20. 9/30/2013 #bbcon 20 •Returning participation enhancements and empowering participants - Bring Back Team Prompt For Returning Participants FUNDRAISING BEST PRACTICES
- 21. 9/30/2013 #bbcon 21 •Returning participation enhancements and empowering participants - Self-Service PC2 Team Options FUNDRAISING BEST PRACTICES
- 22. 9/30/2013 #bbcon 22 •Event management and configuration updates IMPROVING THE ADMIN EXPERIENCE
- 23. 9/30/2013 #bbcon 23 •Event management and configuration updates - Blueprint Question Revisions IMPROVING THE ADMIN EXPERIENCE
- 24. 9/30/2013 #bbcon 24 •Event management and configuration updates - TeamRaiser Sponsorship Logos IMPROVING THE ADMIN EXPERIENCE
- 25. 9/30/2013 #bbcon 25 •Event management and configuration updates - Gift confirmation via upload IMPROVING THE ADMIN EXPERIENCE
- 26. 9/30/2013 #bbcon 26 •Event management and configuration updates - Participant Information Updates via Response Uploads IMPROVING THE ADMIN EXPERIENCE
- 27. 9/30/2013 #bbcon 27 •Event management and configuration updates - company gifts as unconfirmed/confirmed IMPROVING THE ADMIN EXPERIENCE
- 28. 9/30/2013 #bbcon 28 •Event management and configuration updates - multi-locale organizations (coaching email filters, event options) IMPROVING THE ADMIN EXPERIENCE
- 29. 9/30/2013 #bbcon 29 •Reporting/database updates - new columns in reports (Performance by Events & by Security Category) IMPROVING THE ADMIN EXPERIENCE
- 30. 9/30/2013 #bbcon 30 •Reporting/database updates - Team Notes IMPROVING THE ADMIN EXPERIENCE
- 31. 9/30/2013 #bbcon 31 •Additional Functionality in Event Management Center & Event Manager Groups IMPROVING THE ADMIN EXPERIENCE
- 32. 9/30/2013 #bbcon 32 JEDIMASTER TESTIMONIAL Noel Beebe Associate Director, Constituent Events Alzheimer’s Association
- 33. 9/30/2013 #bbcon 33 TESTIMONIAL:ALZHEIMER’S ASSOCIATION Multi-Channel fundraisers raise 4x more than other fundraisers - Online – promote updating personal page, sending email - Offline – promote asking in person, hosting events - Social – promote Walk on Facebook with ads and FB page, promote Social Sharing and Boundless Fundraising Engagement with Team Captains and Returning Participants - Conditional Content - Extra Messaging - Returning Teams - Personal Outreach & Appreciation Events Responsive (Mobile-friendly) design - Over 30% of our users access the site via mobile or tablet - Responsive registration in 2013 - Entire responsive site in 2014
- 34. 9/30/2013 #bbcon 34 MULTI-CHANNELFUNDRAISERS
- 35. 9/30/2013 #bbcon 35 MULTI-CHANNELFUNDRAISERS
- 36. 9/30/2013 #bbcon 36 TESTIMONIAL:ALZHEIMER’S ASSOCIATION Multi-Channel fundraisers raise 4x more than other fundraisers - Online – promote updating personal page, sending email - Offline – promote asking in person, hosting events - Social – promote Walk on Facebook with ads and FB page, promote Social Sharing and Boundless Fundraising Engagement with Team Captains and Returning Participants - Conditional Content - Extra Messaging - Returning Teams - Personal Outreach & Appreciation Events Responsive (Mobile-friendly) design - Over 30% of our users access the site via mobile or tablet - Responsive registration in 2013 - Entire responsive site in 2014
- 37. 9/30/2013 #bbcon 37 ENGAGINGTEAM CAPTAINS & RETURNING USERS
- 38. 9/30/2013 #bbcon 38 ENGAGINGTEAM CAPTAINS & RETURNING USERS
- 39. 9/30/2013 #bbcon 39 ENGAGINGTEAM CAPTAINS & RETURNING USERS
- 40. 9/30/2013 #bbcon 40 TESTIMONIAL:ALZHEIMER’S ASSOCIATION Multi-Channel fundraisers raise 4x more than other fundraisers - Online – promote updating personal page, sending email - Offline – promote asking in person, hosting events - Social – promote Walk on Facebook with ads and FB page, promote Social Sharing and Boundless Fundraising Engagement with Team Captains and Returning Participants - Conditional Content - Extra Messaging - Returning Teams - Personal Outreach & Appreciation Events Responsive (Mobile-friendly) design - Over 30% of our users access the site via mobile or tablet - Responsive registration in 2013 - Entire responsive site in 2014 - Also use apps for registered participants
- 41.
- 42. 9/30/2013 #bbcon 42 JEDIMASTER TESTIMONIAL Duanyelle West Director, Application Support
- 43. 9/30/2013 #bbcon 43 NATIONALMS SOCIETY DO IT YOURSELF FUNDRAISING 2008 market data across all non-profits surveyed: • $300 million was raised in the US through independent fundraising events 2011 market data across all non-profits surveyed: • Considerable DIY growth year over year: Revenue + 235% Participation + 218% Donors + 195% Opportunity Provide customized online peer-to-peer fundraising experiences that match personal interests and passion
- 44. 9/30/2013 #bbcon 44 NATIONALMS SOCIETY DO IT YOURSELF FUNDRAISING Solution • Engaged with Blackbaud Strategic Services to develop a campaign • Use TeamRaiser configuration that included the first ever use of “blueprinting” for the organization • The Society NMSS asked Blackbaud to lead the way so we could learn from their industry partners’ best practices; enabling an immediate impact
- 45. 9/30/2013 #bbcon 45 NATIONALMS SOCIETY DO IT YOURSELF FUNDRAISING Results • Set a first year goal of $300K and raised more than $1.8 million online in first year • Increased constituent fundraising average from $500 to $6300 with the inclusion of online tools in one Chapter • Launched a national campaign on 45 TeamRaisers with one consistent brand all on the same day. • 2011: Society raised $3.5 million exclusive of events credited to signature events (Bike MS and Walk MS) • 2013: 1600 unique DIY activities – 60% increase over 2012 There are over 1400 supporters of organizers (for example Sue joining John’s bowling tourney)
- 46.
- 47. 9/30/2013 #bbcon 47 NATIONALMS SOCIETY DO IT YOURSELF FUNDRAISING
- 48. 9/30/2013 #bbcon 48 NATIONALMS SOCIETY DO IT YOURSELF FUNDRAISING Endurance event focused Do It Yourself online fundraising Use the TeamRaiser blueprint functionality Provide the same online tools and user experience Launch is scheduled for December 2013
- 49. 9/30/2013 #bbcon 49 JEDITOOLKIT
- 50. 9/30/2013 #bbcon 50 P2PBOOT CAMP IS BACK! CLASSES START NOVEMBER 5TH Learn more boot camp and sign up today at http://www.blackbaud.com/bootcamp!
- 51. 9/30/2013 #bbcon 51 TEAMRAISERINFORMATION CENTER http://community.convio.com/t5/TeamRaiser/ct-p/TeamRaiser_InfoCenter
- 52. 9/30/2013 #bbcon 52 TEAMRAISERCOMMUNITY
- 53. 9/30/2013 #bbcon 53 LUMINATEONLINE LEARN CENTER
- 54. 9/30/2013 #bbcon 54 TEAMRAISERAPI DIRECTORY http://open.convio.com/api/#teamraiser_api
- 55.
- 56. 9/30/2013 #bbcon 56 NPEXPERTS:FUNDRAISING IDEAS AND MARKETING INSIGHTS FOR NONPROFITS Connect with supporters, activate donors, and raise money online. Nonprofit experts share their extensive knowledge and expertise in: • Online marketing and fundraising • Email communication • Social media • Mobile engagement • and much more! Download the npEXPERTS eBook and register for free webinars at www.blackbaud.com/npEXPERTS
- 57. 9/30/2013 #bbcon 57 Thankyou for attending our session! Please share your feedback and keep the dialogue going on the TeamRaiser Community! #BBCON
Editor's Notes
- #2 TITLE SLIDE.
- #6 Event datesMediansTraditional Event Categories3rd party CategoriesThis report is applicable for those who are wanting to benchmark their current P2P program or interested in learning performance of P2P participants if you are exploring starting a P2P revenue stream.
- #13 Data you can pull from your Participant Performance Reports in TR Report Fundraising AverageNon-Self Donor$69Self Donor$508Page Not Updated$31Page Updated$205
- #14 Are you providing your event participants multichannel tools? Is social avail on your event landing page, participant center, thank you for donation page, autoresponders, etc? Are your high-traffic areas of engagement mobile friendly? What are you doing offline to complement all your online efforts?Its not about making the donation form easy and intuitive, but are you making it easy for the donor to donate to a participant via all giving paths?
- #15 There are a multitude of ways to launch a DIY fundraising program...you will hear some examples today, but do your research and look at the various examples that is out there. You may start of launching an All Inclusive DIY program…and then evolve your DIY that accounts for more event segmentation.Run that data for your events and prioritize your efforts around messaging where you are seeing the greatest ROI. To prevent info overload…you may consider messaging to your NEW participants with updating their personal pages while RETURNING participants sending out more emails…and to both audiences, make sure they have made a self donation.
- #17 Part of becoming a TeamRaiser Jedi is taking advantage of the enhancements and upgrades that come with each Luminate release cycle. You all may have attended a great session about product enhancements at the last BBCon, and I wanted to catch you up on what’s new since then and how you can start using them today.These common threads among all these new features I’m going to discuss tie back to some of the themes that Deepa covered for us earlier in the session. Meaning, incorporating some of the key findings around things like returning participant best practices as well as continually striving to improve the experience for day-to-day event administrators. This comes in the form of additional options and greater ease-of-use for event managers as well as reporting and database updates to get greater insight from your data.
- #18 A key part of a successful event is providing timely and relevant messaging and functionality to your participants. And nowadays that means supporting engagement regardless of the device they may be using. In the 2 most recent releases, Blackbaud has continued its initiative of using responsive design for the standard platform templates. Meaning, out-of-the-box the same content you produce on your TeamRaiser pages, a consistent look will gracefully scale from a phone to a tablet to a desktop. The development process for this started with things like registration and donation forms, but have now been extended throughout all of the standard TeamRaiser pages…
- #19 …as seen here.Find example of older style to contrast with responsive
- #20 The Return of the Participant.One of the things we know for sure is that returning participants bring more value to the organization than first-timers. So with that in mind we want to really streamline the process of participating again. To that end, the login step (with either their username and password, or optionally their social networking credentials) can now be placed at the first step of the registration flow instead of the 3rd. This is presented as an additional configuration under Event Options.
- #21 Likewise, it’s now easy to add a Bring Back Team prompt to the flow as well, to streamline the process of reorganizing your team for this year
- #22 Another product development initiative has been towards empowering participants. So we’ve added additional self-service options from within the participant center. A participant can change or update their team membership in a straightforward way on their own, without needing to call into an office for an administrator to make the change.
- #23 And that’s a perfect segue to using the Force as an administrator. A successful event has two sets of stakeholders: of course the participants themselves but also the folks in charge of administration. These ARE the features that you’re looking for…to make your job easier as an event manager. How many of you all are on the business/operations side of Peer to Peer events? How many are hands-on-keyboard administrators? How many are both?
- #24 If you’ve worked with Blueprinting long enough you’ll realize that in theory it’s fantastic, but there are some ways that it could be improved. There are a couple of types of configurations that are difficult or impossible to adjust after creating your blueprint parent and child events. You can now scratch adding registration questions off that list. (I was expecting more applause but that’s ok)
- #25 Another cool new concept is extending Sponsorship logos to be embeddable, and having them rotate and click through to sponsor web pages. There is an easy interface to configure them…to insert them…and to work with them on any of your event pages(insert screenshot from text box instead of admin-side flow)
- #26 You can now use a gift upload file process to change the Payment Status of gifts recorded in multiple donor profiles from Unconfirmed to Confirmed when the payments have been received instead of manually performing the process in each individual profile or creating new duplicate gift entries.
- #27 Likewise, you can now update participant profiles with new values for question responses asked on the registration pages of a TeamRaiser event using an upload file. The value in the upload file will replace the existing value in the profileor fill in the field if it is blank. If the response column is left blank in the upload file but a value exists in the profile,The profile value will be replaced with the blank.
- #28 Similarly bulk operation was added for confirming company gifts
- #29 On a site configured for Multiple Locale Support that has several locales available, you can enable the Single Locale advanced event option to avoid displaying blank TeamRaiser event pages to your participants on pages without localized content. The page content will display in the default site locale. A new filter is available while constructing a Coaching Email in Coaching Email Express in the Audience filters area to target the audience of the email towards a specific locale.Add some info about description and benefits of multi-locale
- #31 To help facilitate communication between your event administrators about teams participating in a TeamRaiser event, you can enter notes about the team on their Team record for other event administrators to read. A note icon displays next to a team that has notes recorded in the list of teams. The notes about a team can also be printed.
- #32 An event manager group is automatically created for each TeamRaiser event and event managers are automatically added to this group when they are created. If an event manager is removed from the system, their membership in the group is also removed. And something that will greatly assistsuperadmins - Event managers can now update constituent information manually or through uploads from their Event Management.
- #34 Donation Source Codes tell us that 21.5% of online gifts come to us through Facebook. We also use FB to recruit lapsed walkers, serving ads to those who have not participated in 2+ years. We also recruit new walkers using different FB algorithms. Over 8% of online registrations come through FB. The vast majority comes from our alz.org site, direct search, and email.
- #37 Returning walkers raise about $100 more than new walkers.Team Captains who fundraise raise 3x as much as other fundraisers.
- #41 Mobile and tablet traffic continues to grow – we were at 20% last year, now we’re at 30% and continuing to grow. Responsive design is a huge focus for us right now. We are also making our entire alz.org site responsive, and recently convened a cross-functional “mobile committee” to discuss upcoming mobile opportunities. Apps – we use Boundless Fundraising for mobile for Walk, and used an app called RaiseMore for our day-of-event experience for The Longest Day (since people aren’t at their desk during the event). We’re continuing to investigate new mobile opportunities for 2014 and beyond. Mobile2012 - 16%2013 - 22%Aug-Sep - 25%Tablet2012 - 6%2013 - 8%Aug-Sept - 9%
- #42 You can also re-design the pages!