Purple Vision presented Digital Tech 101 for Fundraisers at the annual Skillshare for fundraisers working for Red Cross and Red Crescent Societies around the world.

1. A for
fundraisers

3. What we do
• Fundraising – marketing, comms, service delivery and operations
• Independent tech advice – CRM, digital, web, integrations
• Digital – strategy, skills, tech, training
• CRM – Salesforce CRM Service Cloud, SalesCloud, Marketing Cloud
• Database –Raiser’s Edge
• Data & Analytics – reporting, data, supporter journeys

4. Charities of all sizes & focus, including:
International

5. Agenda
• Fundraising technology – the basics
• Case study – Slovenian Bible Society
• Workshop – what do you think you need?
• Digital technology for fundraising – key trends
• Towards an action plan –top tips

6. What is a digital first organisation?
• Definition
• Digital first/by default/transformation
• Examples - video?
• Hallmarks
6

7. *
7

8. • The reach of mobile and interactivity of social
mean that digital is not just another channel
for marketing.
• Digital requires a new approach to
communications and customer behaviour
• Digital success is about culture change more
than technology
Dr Aleksej Heinze

9. Page 9Page 9

10. Source: Give as you Live Digital Donor Review
Erik
Qualman

11. • Digital is founded on the premise of building
relationships
• But supporters now own the conversation, and
it can be very public. The balance of power has
changed.
• Digital is about engaging with supporters
where they are, on their terms and in in
response to their interests.
• In other, words, it’s just like old fashioned
fundraising!

12. key for
fundraisers

15. SNA
Terminal
Mainframe LAN / WAN
Client
Server
LAN / WAN
Client
Server
Thousands customer
interactions
connected
thingsBillions Trillions
LTE
Mobile
Cloud
Millions

16. is your
good enough?

17. Page 17Page 17
Contact management
Fundraising – individuals
Volunteer management
Fundraising – major donors
Fundraising –
government/statutory
Website
Online donations
Online events
SMS messaging
Email marketing
Social media
Multi-lingual
Multi-currency
Ease of use
Cloud based
Browser based
Cost effective
Low Maintenance
Ease of integration

18. Who are our supporters?

19. Who are my best donors?

20. What emails have we sent them?

21. How well do our emails perform?

22. Which volunteers are available?

23. Manage online communities

24. What are your key statistics?

25. Case Study

26. United Bible Societies
The United Bible Societies (UBS) is a worldwide association of Bible societies. In
1946 delegates from 13 countries formed the UBS, as an effort to coordinate the
activities of the Bible societies.
The UBS has 146 member societies, working in more than 200 countries and
territories.” Source: Wikipedia
“Together, they are the biggest translator, publisher and distributor of the Bible in
the world. They are also active in areas such as literacy training, HIV and AIDS
prevention and disaster relief”
Source: UBS website

28. Page 28
Technology Needs
1. UBS Global Mission Team – wanted to build fundraising capabilities and
capacity at national bible societies
2. UBS Global Mission Team – wanted to have a technology tool to
recommend to national bible societies
3. Different working styles, different tech skills, different data security laws
4. Pilot project – needed one bible society – Slovenia - to use the technology
first – then encourage others to use it.

29. Methodology
Scale
• # of staff
• # of contacts
• Fundraising
complexity
• Tech skills
Requirements
• Contact
management
• Donations
• Email
marketing
• Events
• Volunteers
Technology
• Database
• Email tools
• Online
payments
• Ecommerce

30. Easier to identify needs for 3 categories than 146 separate organisations
Individual organisations can still add their own elements – e.g.
language, reports
Helps identify an organisation to act as a pilot project for each category
– advanced, medium and basic – e.g. Slovenia
Helps individual organisations understand who their peers are – e.g.
Slovenia, Hungary & Croatia
Why we adopted this approach

31. Localised functional requirements

32. Three categories
Type A: Evolving
• 50 + staff
• 50,000 + contacts
• Large fundraising
team
• Existing database
systems
• Excluded from this
project?
Type B: Engaging
• 10 to 50 staff
• 5,000 to 50,000
contacts
• 5 staff in fundraising
• Microsoft
Excel/Access
database
Type C: Emerging
• Less than 10 staff
• Less than 5000
contacts
• Very small
fundraising team
• No database

33. Page 33
Technology
Key features considered
• Multi language and multi-currency
• Events
• Social media
• Payment processes
• Online pages and member portal
• Scale-able for all categories

34. Benefits for the
• Data integration - all contacts in one place!
• True picture of support and engagement
• Reduction in duplication of effort
• Improvement in communications to supporters
• Data quality – improved ability to record details on donations, information on
volunteers, communication history
• Access & Usability – available anywhere on any device, improved reporting
and access to information, easy to use!
• Just the beginning – build and develop for other areas – Events, eCommerce,
and integration of Social Media and Finance system.

35. what do you think
you need ?

36. key trends

37. Trend 1: non-profit technology -
cheaper/quicker/easier
Trend 2: donor journeys in the
real world
Trend 3: bringing your
stakeholders together

38. Trend 1
How modern non-profit technology
tools are cheaper and easier to
integrate than ever before

39. Disintegration
Subscriptions
Content Management
System
Data
import
layer
API
Political &
media
Online Advocacy
Campaign emails
Petitions
MPs
Off-line
capture
Data
house
Bulk Email
Payments
Retail
Help
desk
Opera-
tions
HR
Survey
Volun-
teers
Fin-
ance
Text donation
Social media
monitor and
broadcast
Website
Donor database
Events | Organisations |
Volunteers | Donors

40. IoF National Convention 2013 40

41. Page 41Page 41
Disintegration issues
• Manual intervention – rekeying of data between different systems,
exports/imports etc.
• Duplicated data for bookings, payments, ecommerce, internal
communication etc.
• Clunky and ineffective user experiences
• Difficult to monitor and report on impact and outcomes
• Data split across all operations – difficult to leverage customer
data for communications and marketing
• Frustrated, unhappy users

42. Website
Political
& media
Online Advocacy
Campaign emails
Petitions
MPs
Bulk Email
Bulk email
Segmentation
Newsletter Design
Fin-
ance
Online Marketing
Online Portals | Donor
Journeys | Events & P2P |
E-commerce
Data Warehouse
Contacts | Organisations | Relationships
API Data Tools
Help
desk
Volun-
teers HRRetail
Operat
ions
Social monitor
and Broadcast
Data Analytics
& Reporting
Donor database
Events | Organisations |
Volunteers | Donors
Content Management
System
Forms | News | Forums
CRM Platform
API
Data
Import
Layer
Off-line
capture
Text donationData
house

44. Trend 2:
How new marketing automation tools
help you nurture your donors
effortlessly

45. From transactional to relational
PersonalRecommendations
PersonalExpertise
PersonalService
AnonymousConsumer
Transactions
IdentifiableCustomer
Journeys

46. What could this look like for a Red Cross
supporter?

47. Donates to
emergency
appeal
Send
Thank
You
email
Opens
email
Makes a
booking
Clicks
on links
to
articles
2nd
email -
update
Closes
email
Sees
articles
based on
previous
clicks
Sees a
request
to give
blood
Attends
session
Automated
Customer
Behaviour

48. 3rd
Email
How
was
the
event?
Invite to
join online
community
Clicks link
and joins
online
community
Visits website
and makes a
recurring gift
4th
Email
Local
engage
ment
Shares
news of
projects
in local
area
Links to
content
with
donate
links

49. What could this look like for a Red Cross
supporter?
Engaged | Inspired | Active
and happy to be a part of
a community
From email address to
Engaged | Inspired | Active
with a few clicks
Visits website
and makes a
recurring gift

50. in action
at
Donors Choose

51. Marketing Automation in action at Donors Choose

52. Trend 3:
How modern tools bring together
data silos, bring your donors
closer to your projects, and help
you develop trust and
transparency with your donors

53. Page 54Page 54
People and teams working in Isolation
Programmes
Programme monitoring
& evaluation
Grant recipients
Case management
Call centres
Advocacy
Marketing
Multi-channel
Email
Marketing automation
Forums
Social media
Fundraising
Donor management
Events
Volunteers
Government/Trust
funding

54. together
at the
American Red Cross

57. 1. Find out the basics

58. Page 59
How many of your supporters
open your emails?
How many volunteers
do you have?
Where can you find
information about your
supporters?
How do your volunteers
prefer to register for
opportunities?

59. 2. Engage and involve

60. Page 61
Find a great video on
digital and show it to
your boss
Map your digital tools – how
do they fit with your database?

61. 3. Remember …

62. Page 63
Share ideas and learning with other
colleagues & Societies
Join a new social
network and explore
the potential
Identify your own skills –
what can you do to
develop?
Regularly read around
charity blogs– new trends
take off quickly

64. Page 65
Next Generation Fundraising
Whitepaper on
Digital Fundraising
http://purple-
vision.com/whitepaper/next-
generation-fundraising-
salesforce-crm/

65. Page 66
Get Digital!
Whitepaper on digital
integration – the why,
how and when. Also
looks at popular tools
and integrations
http://purple-
vision.com/whitepaper/g
et-digital-crm-x-digital-
integration/

66. questions?
comments?
ideas?
T: +44 (0)845 458 0250
E: info@purple-vision.com
W: www.purple-vision.com
Tw: @purple_vision