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What is Issue Advocacy? 
• COMMUNITY: A group comes 
together around an issue. 
• 
• • 
• • 
• 
• 
• 
• 
• 
•• 
• 
• 
• 
• 
• 
• ACTION: Together, they can 
affect change
Traditional Advocacy 
• IN THE PAST: Issue advocacy belonged to 
Government Relations. Only “used” when needed. 
• RESULT: Siloed, 
centralized 
communication 
resulted in poor 
results.
What’s Changed? 
• FRAGMENTATION: Social means 
bad content can be pushed 
• OVERLOAD: Always-on 
content distracts users 
• NO BARRIER: Any group can join 
the conversation at any time 
• 
• 
• 
• 
• 
• 
• 
•
How Do We Turn the Tide 
• CONNECT: Be Genuine with 
stakeholders 
• BUILD TRUST: Timely and 
informative content builds trust 
• DRIVE THOUGHT LEADERSHIP: 
People “buy” from folks who “do good”
Step 1: Educate, Equip & Engage 
Educate 
Equip 
Engage 
• EDUCATE: Drive Trust through 
timely and on-topic content 
• EQUIP: Build Thought Leadership 
by giving users points they can relay 
• ENGAGE: Provide next steps, 
actions that users can take
Timely Engagement
Right Message @ Right Time
Now Interacting, What’s Next 
Educate 
Equip 
Engage 
Measure, 
Target & 
Encourage 
We need to understand what users are doing, 
group them together & ask them to do more
Step 2: Measure, Target, Encourage 
• MEASURE: Understand and take 
stock of actions and messaging 
• TARGET: Segment based on 
history and actions taken 
• ENCOURAGE: Customize content 
& messaging to encourage further 
interaction 
Measure, 
Target & 
Encourage
Humanizing the Data 
Measure, 
Target & 
Encourage 
Convey 
Results 
Now gathering both quantity and quality, we need 
to convey those results to legislators, staff & others
Step 3: Conveying Results 
• Genuine stories win out 
• Legislators are looking for 
stories to share with others 
• Union of Quantity and Quality
Case Study 
Who they are: 
“Main Street is a grassroots community of 
advocates interested in how public policy 
impacts commerce. Join us!” 
What do they do: 
• Connect with ebay Sellers 
• Deliver News, Talking Points, Action Options 
• Newsletters, Insight, More 
• Events with Legislators 
Why it works: 
By framing this as a small business issue, they 
protect their own interests.
The Full Lifecycle 
Educate 
Equip 
Engage 
Measure, 
Target & 
Encourage 
Convey 
Results 
Humanize 
the Issue 
Humanize 
the Data
Affect Change (?) 
THE HOPE: Action by your 
stakeholders has convinced the 
right people to support a 
specific bill / regulation / etc. 
THE REALITY: 
You win some, You lose some. 
It’s what you do next that 
moves your bottom line
Moving Forward 
• Every (in)action is a data point 
• Data points include 
• Issues 
• Timing 
• Actions Taken 
• Legislators & Districts
Translation 
• DISCOVERY: Find new, 
potential stakeholders 
• ACTION: Maximize 
follow-up based on 
interaction and details 
provided
Move Your Bottom Line 
• EVENTS: Events & Event Registrations 
• 
• • 
• • 
• 
• 
• 
• 
• 
•• 
• 
• 
• 
• 
• 
• CONTENT: Content Creation & Sales 
• SALES & RENEWALS: 
Retention & Acquisition 
(Member, Customer, Employee) 
• FUNDRAISING: More, Larger Donations
Wrap-Up: Implementation 
1. EDUCATE, EQUIP & ENGAGE 
2. TRACK, MANAGE & ENCOURAGE 
3. CONVEY RESULTS 
Set this foundation and you will: 
1. BUILD A STRONG COMMUNITY 
2. AFFECT CHANGE 
3. MOVE YOUR BOTTOM LINE 
• 
• 
• 
• 
• 
• • 
• 
• 
• 
• 
• 
• 
• 
• 
• 
•
Additional Reading 
Issue Advocacy Data & Your CRM: 
Learn More About Engage & Salesforce: 
Issue Advocacy Best Practices: 
New Issue Advocacy Professional: 
Connect with Me: 
bit.ly/advData 
bit.ly/engageSF 
bit.ly/advbest 
bit.ly/advprof 
bit.ly/bsfDF14

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Issue Advocacy, Data & Salesforce: Affect Change and Move Your Bottom Line

  • 1.
  • 2. What is Issue Advocacy? • COMMUNITY: A group comes together around an issue. • • • • • • • • • • •• • • • • • • ACTION: Together, they can affect change
  • 3. Traditional Advocacy • IN THE PAST: Issue advocacy belonged to Government Relations. Only “used” when needed. • RESULT: Siloed, centralized communication resulted in poor results.
  • 4. What’s Changed? • FRAGMENTATION: Social means bad content can be pushed • OVERLOAD: Always-on content distracts users • NO BARRIER: Any group can join the conversation at any time • • • • • • • •
  • 5. How Do We Turn the Tide • CONNECT: Be Genuine with stakeholders • BUILD TRUST: Timely and informative content builds trust • DRIVE THOUGHT LEADERSHIP: People “buy” from folks who “do good”
  • 6. Step 1: Educate, Equip & Engage Educate Equip Engage • EDUCATE: Drive Trust through timely and on-topic content • EQUIP: Build Thought Leadership by giving users points they can relay • ENGAGE: Provide next steps, actions that users can take
  • 8. Right Message @ Right Time
  • 9. Now Interacting, What’s Next Educate Equip Engage Measure, Target & Encourage We need to understand what users are doing, group them together & ask them to do more
  • 10. Step 2: Measure, Target, Encourage • MEASURE: Understand and take stock of actions and messaging • TARGET: Segment based on history and actions taken • ENCOURAGE: Customize content & messaging to encourage further interaction Measure, Target & Encourage
  • 11. Humanizing the Data Measure, Target & Encourage Convey Results Now gathering both quantity and quality, we need to convey those results to legislators, staff & others
  • 12. Step 3: Conveying Results • Genuine stories win out • Legislators are looking for stories to share with others • Union of Quantity and Quality
  • 13. Case Study Who they are: “Main Street is a grassroots community of advocates interested in how public policy impacts commerce. Join us!” What do they do: • Connect with ebay Sellers • Deliver News, Talking Points, Action Options • Newsletters, Insight, More • Events with Legislators Why it works: By framing this as a small business issue, they protect their own interests.
  • 14. The Full Lifecycle Educate Equip Engage Measure, Target & Encourage Convey Results Humanize the Issue Humanize the Data
  • 15. Affect Change (?) THE HOPE: Action by your stakeholders has convinced the right people to support a specific bill / regulation / etc. THE REALITY: You win some, You lose some. It’s what you do next that moves your bottom line
  • 16. Moving Forward • Every (in)action is a data point • Data points include • Issues • Timing • Actions Taken • Legislators & Districts
  • 17. Translation • DISCOVERY: Find new, potential stakeholders • ACTION: Maximize follow-up based on interaction and details provided
  • 18. Move Your Bottom Line • EVENTS: Events & Event Registrations • • • • • • • • • • •• • • • • • • CONTENT: Content Creation & Sales • SALES & RENEWALS: Retention & Acquisition (Member, Customer, Employee) • FUNDRAISING: More, Larger Donations
  • 19. Wrap-Up: Implementation 1. EDUCATE, EQUIP & ENGAGE 2. TRACK, MANAGE & ENCOURAGE 3. CONVEY RESULTS Set this foundation and you will: 1. BUILD A STRONG COMMUNITY 2. AFFECT CHANGE 3. MOVE YOUR BOTTOM LINE • • • • • • • • • • • • • • • • •
  • 20. Additional Reading Issue Advocacy Data & Your CRM: Learn More About Engage & Salesforce: Issue Advocacy Best Practices: New Issue Advocacy Professional: Connect with Me: bit.ly/advData bit.ly/engageSF bit.ly/advbest bit.ly/advprof bit.ly/bsfDF14