The document discusses how to build an email workflow that complies with Canada's Anti-Spam Legislation (CASL). It recommends having two main parts: a database (CRM) to store constituent information and track consent, and an email system to send messages. It outlines a basic workflow involving planning deployments, creating email lists based on consent in the CRM, filtering lists, sending emails, processing opt-outs, and reporting. It emphasizes the need to synchronize data between the CRM and email system to accurately track consent and opt-outs.
CASL: What your charity needs to know about this upcoming legislationMethod Works Consulting
The intent of this presentation is to showcase the technical challenges surrounding Canada's Anti Spam Legislation (CASL), which comes in to effect on July 1, 2014. The presentation will explain how mass emails work, how they could work and how they're supposed to work.
Communications & public relations industry in Vancouver, British Columbia, Ca...Susan Kirk
Information about communications and public relations industry in Vancouver British Columbia, Canada from education to job links to information sources.
Corporate Community Investment: How Technology is Improving Social ImpactNetSquared Vancouver
Corporate Community Investment: How Technology is Improving Social Impact
With Meriko Kubota.
Corporations have a vital role to play in society as contributors to the economy and to the social well-being of their team members and communities they serve. Non-profit organizations with constrained organizational capacity lag in adoption of new technologies and may miss opportunities in utilizing technology as part of community-based programs and projects. Increasing societal expectations of corporations have supported an evolution from Corporate Social Responsibility to triple bottom lines and corporate community investment. Now, with greater movement towards the practice of shared value, there are social innovation examples globally and across Canada. This presentation will further explore opportunities to develop new models for corporate community investment to directly utilize technology for greater social impact.
Speaker Bio
Meriko Kubota (@MerikoK) works with Telus (@telus) in the Community Affairs department.
Experienced professional in managing projects, establishing strategic partnerships and business opportunities, and conducting community engagement in Vancouver and internationally. Skilled at facilitation and building relationships of value and respect with leaders and stakeholders. Innovative thinker who excels at providing solutions and delivering on metrics and targets to demonstrate ROI. Collaborative leader who encourages diversity of thought and thrives on building supportive team members.
Canada’s Anti-Spam Legislation: What Charities and Not-For Profits Need to Kn...NetSquared Vancouver
Learn how mass emails could, should or are supposed to work under the Canadian Anti-Spam Legislation.
Maanit Zemel is a Partner with the law firm of Miller Thomson LLP, practicing out of the Toronto office, where she advises businesses, non-profit organizations, charities and individuals on a variety of legal issues. Ms. Zemel has substantial experience and expertise in internet and social media law, including Canada’s Anti-Spam Legislation (“CASL”), online privacy, online defamation, cyberbullying and cyber-security. As a member of Miller Thomson’s CASL Advisory Group, she assists her clients with developing and implementing practical policies and procedures for complying with CASL.
The Engagement Pyramid: Keeping supporters engaged for the long haulNetSquared Vancouver
With Reilly Yeo and Vojtech Sedlak of OpenMedia.ca.
Many organizations know how to get supporters in the door. But what do you do in order to keep them engaged, and make sure their actions lead to change? In this peer-learning session, we’ll contribute stories about how OpenMedia has effectively fought online surveillance and Internet censorship by going beyond petitions, bringing in other online and offline tactics to deepen supporters’ engagement. We’ll show you how we track engagement, our work to bridge supporters from one issue to another, and also share some of our ongoing challenges and pitfalls. Bring stories and questions and be prepared to share!
Speaker Bios
Reilly Yeo (@Reillyreads) is the Managing Director of OpenMedia (@openmedia_ca), an award-winning organization that safeguards the possibilities of the open Internet by activating an email list of over 600,000 supporters. Reilly’s experience in the social change sector includes work with Amnesty International, The Walrus magazine, Rights & Democracy, the United Nations Office of the High Commissioner for Human Rights, and the SFU Centre for Dialogue. Currently, she also works as a facilitator with Groundswell, a youth-led project to transform the economy.
Reilly Yeo for Net2van
Vojtech Sedlak (@vojtechsedlak) is the Data Intelligence Coordinator at OpenMedia.ca. Originally from the Czech Republic and now settling on the West Coast, Vojtech has pursued educational, as well as professional experiences in the areas of digital anthropology, political economy of new media and data management.
CASL: What your charity needs to know about this upcoming legislationMethod Works Consulting
The intent of this presentation is to showcase the technical challenges surrounding Canada's Anti Spam Legislation (CASL), which comes in to effect on July 1, 2014. The presentation will explain how mass emails work, how they could work and how they're supposed to work.
Communications & public relations industry in Vancouver, British Columbia, Ca...Susan Kirk
Information about communications and public relations industry in Vancouver British Columbia, Canada from education to job links to information sources.
Corporate Community Investment: How Technology is Improving Social ImpactNetSquared Vancouver
Corporate Community Investment: How Technology is Improving Social Impact
With Meriko Kubota.
Corporations have a vital role to play in society as contributors to the economy and to the social well-being of their team members and communities they serve. Non-profit organizations with constrained organizational capacity lag in adoption of new technologies and may miss opportunities in utilizing technology as part of community-based programs and projects. Increasing societal expectations of corporations have supported an evolution from Corporate Social Responsibility to triple bottom lines and corporate community investment. Now, with greater movement towards the practice of shared value, there are social innovation examples globally and across Canada. This presentation will further explore opportunities to develop new models for corporate community investment to directly utilize technology for greater social impact.
Speaker Bio
Meriko Kubota (@MerikoK) works with Telus (@telus) in the Community Affairs department.
Experienced professional in managing projects, establishing strategic partnerships and business opportunities, and conducting community engagement in Vancouver and internationally. Skilled at facilitation and building relationships of value and respect with leaders and stakeholders. Innovative thinker who excels at providing solutions and delivering on metrics and targets to demonstrate ROI. Collaborative leader who encourages diversity of thought and thrives on building supportive team members.
Canada’s Anti-Spam Legislation: What Charities and Not-For Profits Need to Kn...NetSquared Vancouver
Learn how mass emails could, should or are supposed to work under the Canadian Anti-Spam Legislation.
Maanit Zemel is a Partner with the law firm of Miller Thomson LLP, practicing out of the Toronto office, where she advises businesses, non-profit organizations, charities and individuals on a variety of legal issues. Ms. Zemel has substantial experience and expertise in internet and social media law, including Canada’s Anti-Spam Legislation (“CASL”), online privacy, online defamation, cyberbullying and cyber-security. As a member of Miller Thomson’s CASL Advisory Group, she assists her clients with developing and implementing practical policies and procedures for complying with CASL.
The Engagement Pyramid: Keeping supporters engaged for the long haulNetSquared Vancouver
With Reilly Yeo and Vojtech Sedlak of OpenMedia.ca.
Many organizations know how to get supporters in the door. But what do you do in order to keep them engaged, and make sure their actions lead to change? In this peer-learning session, we’ll contribute stories about how OpenMedia has effectively fought online surveillance and Internet censorship by going beyond petitions, bringing in other online and offline tactics to deepen supporters’ engagement. We’ll show you how we track engagement, our work to bridge supporters from one issue to another, and also share some of our ongoing challenges and pitfalls. Bring stories and questions and be prepared to share!
Speaker Bios
Reilly Yeo (@Reillyreads) is the Managing Director of OpenMedia (@openmedia_ca), an award-winning organization that safeguards the possibilities of the open Internet by activating an email list of over 600,000 supporters. Reilly’s experience in the social change sector includes work with Amnesty International, The Walrus magazine, Rights & Democracy, the United Nations Office of the High Commissioner for Human Rights, and the SFU Centre for Dialogue. Currently, she also works as a facilitator with Groundswell, a youth-led project to transform the economy.
Reilly Yeo for Net2van
Vojtech Sedlak (@vojtechsedlak) is the Data Intelligence Coordinator at OpenMedia.ca. Originally from the Czech Republic and now settling on the West Coast, Vojtech has pursued educational, as well as professional experiences in the areas of digital anthropology, political economy of new media and data management.
6 best practices to manage email reputationSherin Thomas
If you are an email marketer and getting your email filtered, it might not be the email content, but your email reputation that needs improvement. When you deliver emails, major ISPs and other external parties will assign you an email reputation
SMACK! Hand to forehead. SMACK! Hand to desk. SMACK! Hand to forehead again. Why isn't Board Member X getting the @$!%?! email??? You are mentally counting 5-4-3-2 and rrrrinnnngg..there it is, your exec asking you why Board Member X is left off the list.
Let's face it. You are a victim of the evils of email deliverability.
Fight back.
Learn how to stand up for yourself when it comes to explaining deliverability! If you've ever found yourself in this situation, then you know how frustrating it is, how torturous it is to try and troubleshoot and how helpless/overwhelmed/fed up (feelings are often volatile and may fluctuate between a range of emotions. Ask your doctor if these or other symptoms should occur) you feel when things don't get to the inbox.
This session will teach you what you need to know about today's deliverability with modern email marketing (if you're trying to troubleshoot for Lotus Notes, then we're sure there's a seminar for you, but this isn't it). We'll explore the different types of email clients that are popular, what you can do to stay in the email gods' good graces and more. Best of all, we will debunk myths and provide you with the know-how to explain why emails weren't delivered and why.
Whaddup with the Data: Working with Lists, Opt-Outs & QueriesHighRoad Solution
What's truly valuable in today's marketing world? The data. More, more, more! The more data we capture, the more we can understand...and better yet, predict....the behaviors of our target users. If we can understand our users' tastes & preferences we can begin to shape their user experience into a journey that we set out for them to take.
Where do we start? What do our list counts, soft bounces, hard bounces and more numbers mean, let alone list count discrepancies that are often encountered when systems integrate.
This session will get to the heart of data and you'll leave feeling confident that you can decipher data, start to assess patterns and more.
Why Aren't They Registering? Did They Receive the Email? HighRoad Solution
Email is the #1 method used by associations to introduce, remind and beat prospective attendees over the head with the fact that your event is going to happen and they need to register! Pushing the “send” button on an email that’s going to announce the opening of your event registration is at the same stress level as bungee jumping and sky diving. The stress of email marketing for event promotion is only topped by the seething frustration that you feel when you don’t see the open rates you expect and you don’t see the click throughs that convert to registration. The heart races, the hands clench and you want to scream “I HATE TECHNOLOGY!!!” Watch this entire webinar and others by Highroad U on our YouTube channel: http://shout.lt/rMNF
Some best practices in email marketing and how to measure a successful email program. Includes campaign tagging, building trended analysis, and email reputation troubleshooting. Email segmentation mentioned briefly as a best practice.
How do you conduct user-centered design? You need to think like the user and understand how your targeted user will consume your content. Join this webinar to talk about how you can get proactive in knowing your user and offering selections that will foster a deeper relationship between your association and member/non-member users.
Email marketing is a digital marketing strategy that involves sending promotional or informational content to a list of subscribers. The goal is to build customer relationships, promote products or services, and increase brand awareness.
Email marketing can be used to:
Make customers aware of new products, discounts, and other services
Educate customers on the value of your brand
Keep customers engaged between purchases
Email marketing has a high return on investment (ROI) and is crucial to most businesses' overall inbound strategy.
The average ROI through email marketing is $36 for every $1 spent.
When creating an email marketing campaign, you can:
Structure your campaign for easy reading
Use images and visuals to boost engagement
Personalize your email campaigns
Ensure your campaign is relevant to every subscriber
Ensure your campaigns are on brand and build trust
Make it easy to convert
Discover the most common email marketing pitfalls that cause ecommerce nightmares. Learn simple exercises to uncover and prevent the same mistakes. Optimize your current email strategy by avoiding destructive segmentation, poor acquisition and tracking. Learn to advance your current plan of action.
Segmentation & Personalization in Email Marketing - Brafton WebinarKayla Perry
Email marketing is an incredibly powerful marketing channel - but only if you know how to leverage it the right way. This webinar covers why you should segment your email database, how to create segments and lists, how to use your email lists for max engagement, email marketing strategies and techniques to try and more. View the video recording here: https://www.brafton.com/webinar/segmentation-and-personalization-in-email-marketing/
"Is This Thing On? intro to email statistics" covers five metrics for email broadcasts and suggests ways to improve each metric.
Open, click and completion rates, list growth and deliverability are covered. Lots of information based on the 2009 eNonprofit Benchmark survey from M+R and NTEN
Email Marketing Inbox Deliverability: POVJosue Sierra
Delivering email marketing to consumers requires an understanding of the technical best practices that enable marketers to ensure consumers are seeing their marketing emails. This presentation provides in-depth outline of sending best practices to ensure optimal delivery.
1and1Mail Advanced Features - Auto Remove Bounced and UnsubscribedYeteSoft
Constantly removing bounced and unsubscribed emails from your contact list is very important to your email deliverability. In this 1and1Mail guide, you will learn how to look for characteristics (e.g. senders, subjects, keywords) of bounced and unsubscribed emails through POP3 settings of your email account, and how to clean them up.
TechSoup Connect Western Canada: Data To Action: Making Your Data Visible and...NetSquared Vancouver
Hosted by TechSoup Connect Western Canada on July 20, 2022.
https://events.techsoup.org/e/m85bvc/
Almost every organization has two superpowers. The first is the data that they have packed away in databases and spreadsheets, often collecting virtual dust on their servers. The second is the visual faculties of their donors, clients, board members and staff members. While most of us glaze over at the sight of a spreadsheet, humans are wired to process visual information at lightning speed. By visualizing our data, we make it more accessible and usable.
You will leave this webinar with a clear understanding of:
The two superpowers organizations have and how to wield them more often and more effectively;
How you can use data visualization (aka data viz) to address key problems you face showing and evaluating your impact;
The types of visualizations that work best for different purposes; and
How to turn a good viz into a great one.
Hosted by TechSoup Connect BC on June 7, 2022.
https://events.techsoup.org/e/m6r8cn/
Every charity wants to do as much as possible with the funds that they have. However, the pressures of the last two years have accentuated this need even further. One way to make your donors’ dollars go further is to be smarter at managing your third-party suppliers.
Learn how to create effective and easy-to-follow procurement processes, with simple tips and examples for every nonprofit. Our expert presenter will cover:
Finding the best value
Sourcing and contract management
Supplier and savings management
Hiring compliant suppliers who share your values
More Related Content
Similar to How mass emails work or rather How mass emails could, should, or are supposed to work
6 best practices to manage email reputationSherin Thomas
If you are an email marketer and getting your email filtered, it might not be the email content, but your email reputation that needs improvement. When you deliver emails, major ISPs and other external parties will assign you an email reputation
SMACK! Hand to forehead. SMACK! Hand to desk. SMACK! Hand to forehead again. Why isn't Board Member X getting the @$!%?! email??? You are mentally counting 5-4-3-2 and rrrrinnnngg..there it is, your exec asking you why Board Member X is left off the list.
Let's face it. You are a victim of the evils of email deliverability.
Fight back.
Learn how to stand up for yourself when it comes to explaining deliverability! If you've ever found yourself in this situation, then you know how frustrating it is, how torturous it is to try and troubleshoot and how helpless/overwhelmed/fed up (feelings are often volatile and may fluctuate between a range of emotions. Ask your doctor if these or other symptoms should occur) you feel when things don't get to the inbox.
This session will teach you what you need to know about today's deliverability with modern email marketing (if you're trying to troubleshoot for Lotus Notes, then we're sure there's a seminar for you, but this isn't it). We'll explore the different types of email clients that are popular, what you can do to stay in the email gods' good graces and more. Best of all, we will debunk myths and provide you with the know-how to explain why emails weren't delivered and why.
Whaddup with the Data: Working with Lists, Opt-Outs & QueriesHighRoad Solution
What's truly valuable in today's marketing world? The data. More, more, more! The more data we capture, the more we can understand...and better yet, predict....the behaviors of our target users. If we can understand our users' tastes & preferences we can begin to shape their user experience into a journey that we set out for them to take.
Where do we start? What do our list counts, soft bounces, hard bounces and more numbers mean, let alone list count discrepancies that are often encountered when systems integrate.
This session will get to the heart of data and you'll leave feeling confident that you can decipher data, start to assess patterns and more.
Why Aren't They Registering? Did They Receive the Email? HighRoad Solution
Email is the #1 method used by associations to introduce, remind and beat prospective attendees over the head with the fact that your event is going to happen and they need to register! Pushing the “send” button on an email that’s going to announce the opening of your event registration is at the same stress level as bungee jumping and sky diving. The stress of email marketing for event promotion is only topped by the seething frustration that you feel when you don’t see the open rates you expect and you don’t see the click throughs that convert to registration. The heart races, the hands clench and you want to scream “I HATE TECHNOLOGY!!!” Watch this entire webinar and others by Highroad U on our YouTube channel: http://shout.lt/rMNF
Some best practices in email marketing and how to measure a successful email program. Includes campaign tagging, building trended analysis, and email reputation troubleshooting. Email segmentation mentioned briefly as a best practice.
How do you conduct user-centered design? You need to think like the user and understand how your targeted user will consume your content. Join this webinar to talk about how you can get proactive in knowing your user and offering selections that will foster a deeper relationship between your association and member/non-member users.
Email marketing is a digital marketing strategy that involves sending promotional or informational content to a list of subscribers. The goal is to build customer relationships, promote products or services, and increase brand awareness.
Email marketing can be used to:
Make customers aware of new products, discounts, and other services
Educate customers on the value of your brand
Keep customers engaged between purchases
Email marketing has a high return on investment (ROI) and is crucial to most businesses' overall inbound strategy.
The average ROI through email marketing is $36 for every $1 spent.
When creating an email marketing campaign, you can:
Structure your campaign for easy reading
Use images and visuals to boost engagement
Personalize your email campaigns
Ensure your campaign is relevant to every subscriber
Ensure your campaigns are on brand and build trust
Make it easy to convert
Discover the most common email marketing pitfalls that cause ecommerce nightmares. Learn simple exercises to uncover and prevent the same mistakes. Optimize your current email strategy by avoiding destructive segmentation, poor acquisition and tracking. Learn to advance your current plan of action.
Segmentation & Personalization in Email Marketing - Brafton WebinarKayla Perry
Email marketing is an incredibly powerful marketing channel - but only if you know how to leverage it the right way. This webinar covers why you should segment your email database, how to create segments and lists, how to use your email lists for max engagement, email marketing strategies and techniques to try and more. View the video recording here: https://www.brafton.com/webinar/segmentation-and-personalization-in-email-marketing/
"Is This Thing On? intro to email statistics" covers five metrics for email broadcasts and suggests ways to improve each metric.
Open, click and completion rates, list growth and deliverability are covered. Lots of information based on the 2009 eNonprofit Benchmark survey from M+R and NTEN
Email Marketing Inbox Deliverability: POVJosue Sierra
Delivering email marketing to consumers requires an understanding of the technical best practices that enable marketers to ensure consumers are seeing their marketing emails. This presentation provides in-depth outline of sending best practices to ensure optimal delivery.
1and1Mail Advanced Features - Auto Remove Bounced and UnsubscribedYeteSoft
Constantly removing bounced and unsubscribed emails from your contact list is very important to your email deliverability. In this 1and1Mail guide, you will learn how to look for characteristics (e.g. senders, subjects, keywords) of bounced and unsubscribed emails through POP3 settings of your email account, and how to clean them up.
TechSoup Connect Western Canada: Data To Action: Making Your Data Visible and...NetSquared Vancouver
Hosted by TechSoup Connect Western Canada on July 20, 2022.
https://events.techsoup.org/e/m85bvc/
Almost every organization has two superpowers. The first is the data that they have packed away in databases and spreadsheets, often collecting virtual dust on their servers. The second is the visual faculties of their donors, clients, board members and staff members. While most of us glaze over at the sight of a spreadsheet, humans are wired to process visual information at lightning speed. By visualizing our data, we make it more accessible and usable.
You will leave this webinar with a clear understanding of:
The two superpowers organizations have and how to wield them more often and more effectively;
How you can use data visualization (aka data viz) to address key problems you face showing and evaluating your impact;
The types of visualizations that work best for different purposes; and
How to turn a good viz into a great one.
Hosted by TechSoup Connect BC on June 7, 2022.
https://events.techsoup.org/e/m6r8cn/
Every charity wants to do as much as possible with the funds that they have. However, the pressures of the last two years have accentuated this need even further. One way to make your donors’ dollars go further is to be smarter at managing your third-party suppliers.
Learn how to create effective and easy-to-follow procurement processes, with simple tips and examples for every nonprofit. Our expert presenter will cover:
Finding the best value
Sourcing and contract management
Supplier and savings management
Hiring compliant suppliers who share your values
Show, Don’t Tell: How Your Data Can Reveal Your Impact StoryNetSquared Vancouver
Hosted by TechSoup Connect BC on May 17, 2022. Featuring expert presenter Aine McGlynn, PhD.
https://events.techsoup.org/events/details/techsoup-techsoup-connect-western-canada-chapter-presents-show-dont-tell-how-your-data-can-reveal-your-impact-story/
This webinar will help you identify stories in your data. Think you don’t have any data-based stories to tell? You’ll be surprised how much data you can find when you start to look for it, apply logic to it, consolidate it, and make it available to your stakeholders – both internal and external.
We’ll help you identify gaps in your data and show you how to think about collecting better data to tell even more in-depth and nuanced stories about your work.
Most Digital Transformations Fail – Make Yours Succeed - with Kevin Christop...NetSquared Vancouver
Hosted by TechSoup Connect Western Canada on May 4, 2022. Featuring Kevin Christopher-George.
https://events.techsoup.org/e/m6tkaz/
This thirty minute session is for nonprofit leaders that are on a digital transformation journey with a SaaS/Cloud provider.
You'll learn how to establish a relationship that will make them both successful. During the chat we'll talk about things that strain said relationships and what can be done to help get things on the right track.
The advice being shared will help participants (re)focus on getting the value they sought when they first subscribed to the SaaS/Cloud solution, while ensuring that the next relationship they create is founded on transparency, accountability and mutual success.
What is a New Member Worth? A Guide to Acquisition Costs + Member Lifetime ValueNetSquared Vancouver
From TechSoup Connect Western Canada's April 5 event with Paul Orlando.
https://events.techsoup.org/e/mjf6u7/
How much should you spend on ads or growth at your nonprofit? What is each email address worth? You need to know how to calculate donor/member acquisition costs and lifetime value.
Author and University of Southern California Professor Paul Orlando gives a friendly and accessible introduction to Unit Economics. Paul will demonstrate methods to assess and calculate Customer Acquisition Cost (CAC), Lifetime Value (LTV), and more.
You will learn:
Ways to calculate Customer Acquisition Cost and Lifetime Value with additions like customer segments, cohorts, retention, and more (and why they can be imperfect methods).
How to manage the cost of growth along with potential value generated.
The difference between growing and scaling a nonprofit.
Hosted by TechSoup Connect BC on March 1, 2022
https://events.techsoup.org/events/details/techsoup-techsoup-connect-western-canada-chapter-presents-digital-marketing-diagnostics-part-i-web-analytics-checkup/
Much like it’s a good practice to see your doctor for a checkup every now and then, the same goes for your website. Join digital marketing consultant Matt Whalen as he guides you through an interrogatory approach to web analytics and the role that measurement can play in your overall marketing strategy.
Hosted by TechSoup Connect BC on March 8, 2022.
https://events.techsoup.org/events/details/techsoup-techsoup-connect-western-canada-chapter-presents-digital-marketing-diagnostics-paid-media-best-practices/
In this digital marketing checkup, Consultant Matt Whalen will cover a few PPC (pay-per-click) advertising best practices that you can apply to your own approach to digital marketing. If you have a limited marketing budget and want to ensure you’re deploying it effectively, this is the session for you.
Improve Your Event Marketing Strategies by Leveraging What Already WorksNetSquared Vancouver
Hosted by TechSoup Connect BC on February 9, 2022.
https://events.techsoup.org/e/mcm6tz/
Not every organization is going to have success using the same strategies--which is why we don’t preach that we have the be-all, end-all of event marketing advice. Instead, we will provide you with tactics and guides to improve your current strategies and results, and show you how to determine what is working for your specific donors, your specific event, and your specific organization.
We will answer questions like: What if I don’t have a big email list or social media following? When and how should I use different marketing channels? And the most important question of all...How can I learn what worked and what to put more effort towards when marketing my next event?
Our session is delivered through specific tactics, clear how-tos, and real life examples. You’ll leave with actionable takeaways to implement immediately and examples from other successful organizations to use a blueprint. Get ready to launch yourself into your organization’s event marketing hall of fame!
Learning Outcomes:
Specific tactics to add to your event marketing schedule (plus a schedule outline)
Necessary social post elements to increase reach and conversions (plus a real life example to use as a guide)
What to do if you don’t have a big email list or social media following
How to leverage your event partners, sponsors, and supports to reach a wider audience
How to track your efforts and use data to make smarter marketing decisions
Target Audience:
Fundraising professionals
Charities, non-profits, foundations, etc. (in Canada or the USA)
All levels - intro, mid, experienced
Video from TechSoup Connect Western Canada's "The Top Digital + Technology Trends for Nonprofits in 2022"
Recorded January 12, 2022.
Event: https://events.techsoup.org/e/m466a5/
The event was a fast-paced afternoon of Ignite-style mini-presentations on the trends, tools, and techniques nonprofits should use to create more impact.
TRENDS
Cryptocurrency trends to watch in 2022 with Jason Shim
Quantifying Your Desired Outcomes from Investments in SaaS/Cloud with Kevin Christopher-George
AI, Ethics, and Nonprofits with Kirk Schmidt
The triple threat of cheap and cheerful market research with Darren Barefoot
How to grow awareness by leveraging the audiences of others with Alison Knott
Video marketing: easier, cheaper, more effective with David Phu
How mobile and express payment options impact online giving with Salvatore Salpietro
Building donor relationships in 2022 with Sara Hoshooley
2022 Trends in Tech with John Bromley
Learning the latest trends in individual giving and donor stewardship with Shelina Dilgir
Technology Helps's Top Tech Trends with Charles Buchanan
Investing in Your Fundraising Skills with Rowena Veylan
User Experience FTW with Jai Djwa
Video from TechSoup Connect Western Canada's "The Top Digital + Technology Trends for Nonprofits in 2022"
Recorded January 12, 2022.
Event: https://events.techsoup.org/e/m466a5/
The event was a fast-paced afternoon of Ignite-style mini-presentations on the trends, tools, and techniques nonprofits should use to create more impact.
TRENDS
Cryptocurrency trends to watch in 2022 with Jason Shim
Quantifying Your Desired Outcomes from Investments in SaaS/Cloud with Kevin Christopher-George
AI, Ethics, and Nonprofits with Kirk Schmidt
The triple threat of cheap and cheerful market research with Darren Barefoot
How to grow awareness by leveraging the audiences of others with Alison Knott
Video marketing: easier, cheaper, more effective with David Phu
How mobile and express payment options impact online giving with Salvatore Salpietro
Building donor relationships in 2022 with Sara Hoshooley
2022 Trends in Tech with John Bromley
Learning the latest trends in individual giving and donor stewardship with Shelina Dilgir
Technology Helps's Top Tech Trends with Charles Buchanan
Investing in Your Fundraising Skills with Rowena Veylan
User Experience FTW with Jai Djwa
Shelina Dilgir — Learning the latest trends in individual giving and donor st...NetSquared Vancouver
Video from TechSoup Connect Western Canada's "The Top Digital + Technology Trends for Nonprofits in 2022"
Recorded January 12, 2022.
Event: https://events.techsoup.org/e/m466a5/
The event was a fast-paced afternoon of Ignite-style mini-presentations on the trends, tools, and techniques nonprofits should use to create more impact.
TRENDS
Cryptocurrency trends to watch in 2022 with Jason Shim
Quantifying Your Desired Outcomes from Investments in SaaS/Cloud with Kevin Christopher-George
AI, Ethics, and Nonprofits with Kirk Schmidt
The triple threat of cheap and cheerful market research with Darren Barefoot
How to grow awareness by leveraging the audiences of others with Alison Knott
Video marketing: easier, cheaper, more effective with David Phu
How mobile and express payment options impact online giving with Salvatore Salpietro
Building donor relationships in 2022 with Sara Hoshooley
2022 Trends in Tech with John Bromley
Learning the latest trends in individual giving and donor stewardship with Shelina Dilgir
Technology Helps's Top Tech Trends with Charles Buchanan
Investing in Your Fundraising Skills with Rowena Veylan
User Experience FTW with Jai Djwa
Kevin Christopher-George - Quantifying Your Desired Outcomes from Investments...NetSquared Vancouver
Video from TechSoup Connect Western Canada's "The Top Digital + Technology Trends for Nonprofits in 2022"
Recorded January 12, 2022.
Event: https://events.techsoup.org/e/m466a5/
The event was a fast-paced afternoon of Ignite-style mini-presentations on the trends, tools, and techniques nonprofits should use to create more impact.
TRENDS
Cryptocurrency trends to watch in 2022 with Jason Shim
Quantifying Your Desired Outcomes from Investments in SaaS/Cloud with Kevin Christopher-George
AI, Ethics, and Nonprofits with Kirk Schmidt
The triple threat of cheap and cheerful market research with Darren Barefoot
How to grow awareness by leveraging the audiences of others with Alison Knott
Video marketing: easier, cheaper, more effective with David Phu
How mobile and express payment options impact online giving with Salvatore Salpietro
Building donor relationships in 2022 with Sara Hoshooley
2022 Trends in Tech with John Bromley
Learning the latest trends in individual giving and donor stewardship with Shelina Dilgir
Technology Helps's Top Tech Trends with Charles Buchanan
Investing in Your Fundraising Skills with Rowena Veylan
User Experience FTW with Jai Djwa
Meaningful Work: Building Resilience and Capacity through Skilled VolunteeringNetSquared Vancouver
Hosted by TechSoup Connect BC on August 2021.
https://events.techsoup.org/e/m6hyry/
Learn about how your nonprofit can achieve digital transformation and utilize skill-based volunteering to drive deeper impact. By the end of the event, you will learn how easy it is to connect with skill-based volunteers that have today's most in-demand skills to achieve some of your biggest goals and how to build new corporate partnerships & funding avenues through corporate volunteers.
Demo Event: Four Innovative Apps for Food Pantries and Food BanksNetSquared Vancouver
TechSoup Public Good App House demo event from July 20, 2021.
https://events.techsoup.org/events/details/techsoup-techsoup-community-events-presents-demo-event-four-innovative-apps-for-food-pantries-and-food-banks/
Food insecurity affects about a quarter of the world's population and more than 80 percent of US food banks are serving more people now than they did a year ago. How can we apply technology towards these challenges?
See four apps addressing food insecurity in action during this Public Good App House event. Explore solutions for volunteer scheduling, distribution, route planning, and managing inventory.
DEMOS
Jersey Cares app by MilkCrate
Learn how MilkCrate and Jersey Cares launched an app in three weeks to help volunteers deliver groceries to seniors during COVID while saving Jersey Cares $40,000 in staff time per year.
P2 from Primarius
Manage your foodbank with P2, a web-based platform with tools to help you efficiently manage your operations. P2 gives you a flexible and integrated solution to extend your capabilities beyond your warehouse.
HelpAction by NonProfit Exchange
HelpAction connects people in critical need with volunteers to provide assistance and free delivery of essential items. Discover how HelpAction addresses emergency food accessibility for the homebound and developed a new way for communities to volunteer.
OptimoRoute
OptimoRoute plans and optimizes hundreds of orders with multiple variables, for multiple drivers at once. Super-efficient routing is then sent to drivers' mobile app where they can navigate, get updates, complete orders, get proof of delivery and have their arrival time communicated to end customers.
Jessica Langston, Director of the Trailblazer Community at Salesforce shares how they motivate Community volunteers, leaders, and meetup organizers to keep engaging with the community, doing their role as organizers, and helping them thrive.
From the CMX Chapters group
https://events.cmxhub.com/events/details/cmx-chapter-ug-programs-presents-motivating-community-leaders-and-organizers/
This is the updated version of the presentation.
Measuring and communicating the impact of your work is essential to not only the funders and generous donors that support your work but also to your employees. But how do you measure the impact of your work beyond the numbers and anecdotal stories? In this online workshop we will review the three areas of organizational measurement: Performance, Capacity and Impact and review requirements that need to be in place to measure the impact of your organization effectively.
PRESENTER: PANY AGHILI
Pany Aghili, is the Founder and Principal Consultant at PossibilitiesUnlimited. With over 20 years of experience in the non-profit sector and 15 years of experience in senior management and executive leadership positions, Pany has diverse knowledge of the workings of organizations and has transformed the organizations she has worked at through collaboration and engagement. PossibilitiesUnlimited offers strategic planning, training, and services aimed at improving organizational health and success.
Instagram @urpossibilities
Twitter @possibilitiesru
http://www.possibilitiesunlimited.ca
Measuring and communicating the impact of your work is essential to not only the funders and generous donors that support your work but also to your employees. But how do you measure the impact of your work beyond the numbers and anecdotal stories? In this online workshop we will review the three areas of organizational measurement: Performance, Capacity and Impact and review requirements that need to be in place to measure the impact of your organization effectively.
PRESENTER: PANY AGHILI
Pany Aghili, is the Founder and Principal Consultant at PossibilitiesUnlimited. With over 20 years of experience in the non-profit sector and 15 years of experience in senior management and executive leadership positions, Pany has diverse knowledge of the workings of organizations and has transformed the organizations she has worked at through collaboration and engagement. PossibilitiesUnlimited offers strategic planning, training, and services aimed at improving organizational health and success.
Instagram @urpossibilities
Twitter @possibilitiesru
http://www.possibilitiesunlimited.ca
From NetSquared Vancouver's September 16 meetup.
Are you avoiding the blank page of writing an article, with no idea what to write, and a hundred other things you end up doing instead?
Do you scroll social media for your organization, wishing you had something better to post today?
Creating content doesn’t have to be a headache, it can be fun and easy if we change our mindset and adapt the hacks outlined in this webinar.
This isn’t just the world of content, it’s the world of relationships, audience building, and stewardship online to drive future donations.
But content takes time, so it gets left behind! Sadly though, without YOU creating content, you’re leaving your donors to see nothing but posts about the WE Charity scandal and the latest Kardashian drama!
So if the answer to online presence is more content, the next question is how the heck do you do it?? Nonprofits are so busy. This event will show you HOW to create way more content and reduce the time you spend creating.
With more content you have the chance to connect, learn, improve, and do it all over again.
PS. This video is for everyone in your organization, not just the marketing manager. We can all get involved in content!
Joel Harrison is the founder of ElevateHub.ca (BC impact news and job listings), a social impact podcaster, and marketing consultant for nonprofits and social enterprises. You can find links to everything at https://joelmharrison.com
Digital Money Maker Club – von Gunnar Kessler digital.focsh890
Title One is a comprehensive examination of the impact of digital technologies on
modern society. In a world where technology continues to advance rapidly, this article delves into the nuances and complexities of the digital age, exploring Its implications across various sectors and aspects of life.
Financial curveballs sent many American families reeling in 2023. Household budgets were squeezed by rising interest rates, surging prices on everyday goods, and a stagnating housing market. Consumers were feeling strapped. That sentiment, however, appears to be waning. The question is, to what extent?
To take the pulse of consumers’ feelings about their financial well-being ahead of a highly anticipated election, ThinkNow conducted a nationally representative quantitative survey. The survey highlights consumers’ hopes and anxieties as we move into 2024. Let's unpack the key findings to gain insights about where we stand.
Monthly Social Media News Update May 2024Andy Lambert
TL;DR. These are the three themes that stood out to us over the course of last month.
1️⃣ Social media is becoming increasingly significant for brand discovery. Marketers are now understanding the impact of social and budgets are shifting accordingly.
2️⃣ Instagram’s new algorithm and latest guidance will help us maintain organic growth. Instagram continues to evolve, but Reels remains the most crucial tool for growth.
3️⃣ Collaboration will help us unlock growth. Who we work with will define how fast we grow. Meta continues to evolve their Creator Marketplace and now TikTok are beginning to push ‘collabs’ more too.
Videos are more engaging, more memorable, and more popular than any other type of content out there. That’s why it’s estimated that 82% of consumer traffic will come from videos by 2025.
And with videos evolving from landscape to portrait and experts promoting shorter clips, one thing remains constant – our brains LOVE videos.
So is there science behind what makes people absolutely irresistible on camera?
The answer: definitely yes.
In this jam-packed session with Stephanie Garcia, you’ll get your hands on a steal-worthy guide that uncovers the art and science to being irresistible on camera. From body language to words that convert, she’ll show you how to captivate on command so that viewers are excited and ready to take action.
A.I. (artificial intelligence) platforms are popping up all the time, and many of them can and should be used to help grow your brand, increase your sales and decrease your marketing costs.In this presentation:We will review some of the best AI platforms that are available for you to use.We will interact with some of the platforms in real-time, so attendees can see how they work.We will also look at some current brands that are using AI to help them create marketing messages, saving them time and money in the process. Lastly, we will discuss the pros and cons of using AI in marketing & branding and have a lively conversation that includes comments from the audience.
Key Takeaways:
Attendees will learn about LLM platforms, like ChatGPT, and how they work, with preset examples and real time interactions with the platform. Attendees will learn about other AI platforms that are creating graphic design elements at the push of a button...pre-set examples and real-time interactions.Attendees will discuss the pros & cons of AI in marketing + branding and share their perspectives with one another. Attendees will learn about the cost savings and the time savings associated with using AI, should they choose to.
Come learn how YOU can Animate and Illuminate the World with Generative AI's Explosive Power. Come sit in the driver's seat and learn to harness this great technology.
When most people in the industry talk about online or digital reputation management, what they're really saying is Google search and PPC. And it's usually reactive, left dealing with the aftermath of negative information published somewhere online. That's outdated. It leaves executives, organizations and other high-profile individuals at a high risk of a digital reputation attack that spans channels and tactics. But the tools needed to safeguard against an attack are more cybersecurity-oriented than most marketing and communications professionals can manage. Business leaders Leaders grasp the importance; 83% of executives place reputation in their top five areas of risk, yet only 23% are confident in their ability to address it. To succeed in 2024 and beyond, you need to turn online reputation on its axis and think like an attacker.\
Key Takeaways:
- New framework for examining and safeguarding an online reputation
- Tools and techniques to keep you a step ahead
- Practical examples that demonstrate when to act, how to act and how to recover
5 big bets to drive growth in 2024 without one additional marketing dollar AND how to adapt to the biggest shifting eCommerce trend- AI.
1) Romance Your Customers - Retention
2) ‘Alternative’ Lead Gen - Advocacy
3) The Beautiful Basics - Conversion Rate Optimization
4) Land that Bottom Line - Profitability
5) Roll the Dice - New Business Models
Mastering Local SEO for Service Businesses in the AI Era is tailored specifically for local service providers like plumbers, dentists, and others seeking to dominate their local search landscape. This session delves into leveraging AI advancements to enhance your online visibility and search rankings through the Content Factory model, designed for creating high-impact, SEO-driven content. Discover the Dollar-a-Day advertising strategy, a cost-effective approach to boost your local SEO efforts and attract more customers with minimal investment. Gain practical insights on optimizing your online presence to meet the specific needs of local service seekers, ensuring your business not only appears but stands out in local searches. This concise, action-oriented workshop is your roadmap to navigating the complexities of digital marketing in the AI age, driving more leads, conversions, and ultimately, success for your local service business.
Key Takeaways:
Embrace AI for Local SEO: Learn to harness the power of AI technologies to optimize your website and content for local search. Understand the pivotal role AI plays in analyzing search trends and consumer behavior, enabling you to tailor your SEO strategies to meet the specific demands of your target local audience. Leverage the Content Factory Model: Discover the step-by-step process of creating SEO-optimized content at scale. This approach ensures a steady stream of high-quality content that engages local customers and boosts your search rankings. Get an action guide on implementing this model, complete with templates and scheduling strategies to maintain a consistent online presence. Maximize ROI with Dollar-a-Day Advertising: Dive into the cost-effective Dollar-a-Day advertising strategy that amplifies your visibility in local searches without breaking the bank. Learn how to strategically allocate your budget across platforms to target potential local customers effectively. The session includes an action guide on setting up, monitoring, and optimizing your ad campaigns to ensure maximum impact with minimal investment.
Mastering Local SEO for Service Businesses in the AI Era is tailored specifically for local service providers like plumbers, dentists, and others seeking to dominate their local search landscape. This session delves into leveraging AI advancements to enhance your online visibility and search rankings through the Content Factory model, designed for creating high-impact, SEO-driven content. Discover the Dollar-a-Day advertising strategy, a cost-effective approach to boost your local SEO efforts and attract more customers with minimal investment. Gain practical insights on optimizing your online presence to meet the specific needs of local service seekers, ensuring your business not only appears but stands out in local searches. This concise, action-oriented workshop is your roadmap to navigating the complexities of digital marketing in the AI age, driving more leads, conversions, and ultimately, success for your local service business.
Key Takeaways:
Embrace AI for Local SEO: Learn to harness the power of AI technologies to optimize your website and content for local search. Understand the pivotal role AI plays in analyzing search trends and consumer behavior, enabling you to tailor your SEO strategies to meet the specific demands of your target local audience. Leverage the Content Factory Model: Discover the step-by-step process of creating SEO-optimized content at scale. This approach ensures a steady stream of high-quality content that engages local customers and boosts your search rankings. Get an action guide on implementing this model, complete with templates and scheduling strategies to maintain a consistent online presence. Maximize ROI with Dollar-a-Day Advertising: Dive into the cost-effective Dollar-a-Day advertising strategy that amplifies your visibility in local searches without breaking the bank. Learn how to strategically allocate your budget across platforms to target potential local customers effectively. The session includes an action guide on setting up, monitoring, and optimizing your ad campaigns to ensure maximum impact with minimal investment.
The digital marketing industry is changing faster than ever and those who don’t adapt with the times are losing market share. Where should marketers be focusing their efforts? What strategies are the experts seeing get the best results? Get up-to-speed with the latest industry insights, trends and predictions for the future in this panel discussion with some leading digital marketing experts.
It's another new era of digital and marketers are faced with making big bets on their digital strategy. If you are looking at modernizing your tech stack to support your digital evolution, there are a few can't miss (often overlooked) areas that should be part of every conversation. We'll cover setting your vision, avoiding siloes, adding a democratized approach to data strategy, localization, creating critical governance requirements and more. Attendees will walk away with actions they can take into initiatives they are running today and consider for the future.
How mass emails work or rather How mass emails could, should, or are supposed to work
1. How mass emails work
or rather
How mass emails could,
should, or are supposed
to work
2. Who am I?
Jim Freer
Non-Profit Systems Consultant | Method Works
Consulting
P: 250-508-0619
E: jimf@methodworksconsulting.com
methodworksconsulting.com
Co-presented with Maanit Zemel, Miller Thompson LLP
3. New CASL in a nutshell.
(for emailers)
A Couple of Considerations
Send clear emails…
o Clearly identify yourself and your
organization
o Make sure you include an opt-
out, so people can unsubscribe
instantly and easily
Send with consent…
o Only send messages to people
who have requested them (i.e.,
opted in or otherwise consented)
o Or when the email contains
specific allowed messages
4. What are the expectations?
1
You must be able to prove that the recipient of an email has
either explicitly consented to receive it (i.e., opt-in) or has
an implied relationship with your organization
2
You have made it easy and obvious for message
recipients to opt out (or withdraw their consent).
6. Opt-ins must be provable
This means
• No „drive-by‟ or ad-hoc email list additions
• You can‟t assume people have opted in
• Each email recipient needs a consent „paper-trail‟ (a
record of who consents to what, how, and when)
7. Emails have to pass inspection
This means
• Someone at your organization needs to be responsible
for managing outgoing mass emails (or CEMs)
• You have a consistent tool that you use to send mass
emails; No messages to BCC‟d lists from Outlook!
• Every email template you use has been checked for
compliance with CASL regulations
8. Opting out has to work
This means
• When someone unsubscribes from all emails, you will
not send them more emails until they change their
consent
• Your process for list building does not override their
consent
• You accommodate phone/mail/and in-person opt-outs
(within 10 days)
• If you offer unsubscribe options (i.e., e-newsletters,
event invitations etc.) make sure you stick to your
categories
10. Two main parts
Database
(CRM)
Email System
The Email System
• Sends emails
• Logs unsubscribe requests
• Often adds new subscribers
to the list
The Database
(CRM)
• Stores online and
offline constituents
• Stores donor,
member, and
volunteer records
• Helps you manage
your constituent
relationships
11. The gaps
Database
(CRM)
Email SystemHow can we
identify implied
relationships?
How do we
store constituent
consent?
What do we do
with the post-
campaign data?
How do we
get consent?
What happens
when someone
phones in an
unsubscribe?
What do we do
when the email
records differ
from the CRM?
12. Address the gaps with
process
or
Building a better email
workflow
13. The basic flow
Plan deployment
Create email list
Filter list
Send email
Process
opt-outs
Report on
success
15. Plan your deployments
Plan deployment
Create email list
Filter list
Send email
Process
Opt-Outs
Report on
Success
Planning out your emails is the first step in sending compliant
and effective messages:
• Identify a clear goal for the message – are you trying to acquire
new donors, engage current constituents, inform them about
your organizations activities? This is normally the “Primary
Purpose”.
• Based on your goals who should receive your message?
• When is the message being sent, are there critical groups that
you need to establish consent for and do you have time to do
that before you send?
• Can you take what you‟ve learned from previous messages and
improve this message?
16. Building your lists
Plan deployment
Create email list
Filter list
Send email
Process
Opt-Outs
Report on
Success
Build your email list through your database
(CRM) based on groups of constituents that
are meaningful to your organization, but
ensure:
• You track, on each constituent or
individual person, what they have
opted in to and when
• You develop a standard set of queries
or criteria that comply with CASL‟s
implied consent criteria
17. Filtering your list
Plan deployment
Create email list
Filter list
Send email
Process
Opt-Outs
Report on
Success
Building your email list creates a baseline of
people who have opted in, and by extension
filter most of the people who have opted out.
Now just before sending we filter again,
directly within the email system, to ensure
self-service opt-outs are captured.
• To be effective the master opt-out list
should be maintained in the system
that sends the emails
• All electronic unsubscribes should be
added to this list
18. Send your message
Plan deployment
Create email list
Filter list
Send email
Process
Opt-Outs
Report on
Success
All of your planning is done, now write the email message and send it.
Ensure that you have all the crucial information:
• You‟ve identified your organization and whom the message is
sent on behalf of
• Current mailing address
• Phone, email address, or web address (that‟s valid for at least
60 days after sending)
• An unsubscribe mechanism
19. Process your opt-outs
Plan deployment
Create email list
Filter list
Send email
Process
Opt-Outs
Report on
Success
After the message is sent you can generally
expect to see a few unsubscribes, remember
that they must be processed within 10 days
of sending. Generally we suggest
• Updating your opt-out information on
the email system first
• Make sure you are flagging peoples
accounts that they have opted out, do
not delete them! This is an important
record
20. Synchronize your data
Plan deployment
Create email list
Filter list
Send email
Process
Opt-Outs
Report on
Success
Your plan identified some goals, it‟s important
to review them as well as the general
performance of your message. As well this is
a good opportunity to update your
constituents in your CRM
• Build an import/synchronization
schedule for regular updates
• Track usable metrics in your
database, and evaluate your message
and identify any lessons learned for
future deployments
• Use your opt out list to update your
CRM
• Note, the opt-out data in the CRM
should be used for analysis and
review, not for filtering your lists as it
will always be slightly out-of-date.
21. Putting the parts together.
Database
(CRM)
Email System
The Email System
• Filters unsubscribers from
mail deployments
• Sends emails
• Processes unsubscribes
• Entry point for web signups
The Database
(CRM)
• Stores constituents
• Records opt-in
information
• Used to establish
• Used to build
deployment lists
Synchronization
• Moves opt-out information from the email
to the CRM records
• Leads (online signups) submitted to CRM
• Unfiltered email deployments moved to
email system
22. Avoid complacency
• Anti-spam regulations in general and CASL in particular
will be a feature of the landscape for the foreseeable
future
• Failure to comply with regulations will expose your
organization to risk
• By implementing a solid process you not only mitigate
much of your risk, but your organization will benefit from
consistent data entry and decision-making
People who have said yes. Opted in or have a pre-existing relationshipMake sure that there is a quick easy way to unsubscribe, Using email replies and links to a page.Must identify sender and the organization.
CRM needs to contain records that prove relationship and opt in’s and outs. Web opt in/out pages Email addresses.
We are talking a lot about using Business Process to mitigate exposure, and create habits that better target and message the correct people that want to receive your messages.
You know, when your ED or director of development has a couple of names to add to the list?Collecting business cards, or random contacts won’t workYou should be able to pinpoint when and how each member of your list consented to receive messages and what kind of messages, or you need to be able to verify that you have an implied relationship (i.e., membership records, donor gift records, volunteer time-sheets)
Someone needs to own the process, there are a lot of moving parts so it’s critical that someone be the final word on CEM complianceCASL compliance requires clear processes, some members of the organization may find it onerous or hard, but ultimately any time you allow exceptions to the process you’re opening the organization to risk.Build a compliance checklist or have your templates redesigned so that compliance is part of your brand: address, contact, opt-out, clear title/message Needs to be part of design and proofing process.
Unsubscribing from electronic communications may be reachable through other channels. A change of consent may be an implied relationship i.e., someone unsubscribes but then donates (you need a business rule for that)? Unless you’re using one tool to track online and offline constituent relationship and send emails then you need to clearly understand the dataflow and make sure that older data isn’t overriding newer. In addition to the required unsubscribe linkIf you remove a category of unsubscribe you need to look at how it touches all of your current opt outs/ins on constituent records.
Your email programYour constituent database
We fill the gaps with good business process and data flow.
Processes for CRM in GreenEmail System in Blue
The more vague your email the less effective it becomes, and the more likely you are to blur the email ‘type’ (like “Enewsletter”). Clear messaging is part of CASL compliance, and leads to higher conversion rates. Sending messages to disinterested individuals is a sure-fire way of getting unsubscribes. Don’t try to be sneaky, people don’t like being fooled and in the face of complaints the CRTC is unlikely to be swayed by ‘clever.’Tailoring your audience to your message or vice versa also leads to more effective messages, in web design we call this user-centric messaging, in fundraising it’s donor-centric messaging. Also by knowing your audience at the outset you can determine if you have the appropriate consent from that group to send your messages.What were the take-aways from your last message with similar goals? Can you better focus messaging, the segmentation? What did you learn that will enable better achievement of your goals
Many systems allow you to flag whether or not someone has unsubscribed, or requested no contact. This is a useful part of tracking consent but is normally insufficient for the sort of tracking that CASL requires.Depending on the system there are a number of different ways to flag individuals as having expressly consented, or of building database queries that match donors with last donation datesConsistency is key to making this work, develop business rules around how you track consent and stick to it, you may run into situations that seem complicated or make you unsure of whether someone has consented or not. To avoid risk exposure we recommend a blanket “if you’re not sure or can’t prove it, then the person hasn’t consented” rule.
The master opt-out list (sometimes called the kill list) is the last compliance tool – it includes people who have explicitly opted out of the message you are about to send.Some organizations have multiple opt-out lists that consist of people who have explicitly opted out of everything as well as people who have opted out of specific messages. For example an Enewsletter Opt Out List might include:People who have opted out of everythingPeople who have opted out of enewsletters, andPeople that the director of development is contacting directly
The unsubscribe mechanism must be in the same format as the message (e.g., you can’t force people to phone to unsubscribe when you’ve sent an email). For emails it means your ‘reply to’ address should be valid and monitored for unsubscribe requests, and ideally that you include a link to your website that allows people to automatically unsubscribe themselves.Are you planning a change to your website? Do you have any email links that are out there on CEMs that need to stay active past the changes?
By maintaining opt-out information on the email system it lets you control the synchronization without risking unauthorized messages going out. Integrated systems will synchronize automatically, but commercial systems (such as Mailchimp or Constant Contact for example) track by email address and so do not require a constituent record in your database
Integrated systems do this automatically, however often disparate systems will require a manual import process. This can be challenging, so we recommend doing this on a regular basis (or on a contingent schedule – such as download records immediately before building the new list).By clearly distinguishing the two systems you will have a solid process without any gaps. People will not be emailed in a uncompliant fashion.