Take Control of the Donor Journey
Sydney NFP Breakfast Briefing, 22nd August 2014
@derektweets
Derek Laney
Director Product Marketing
Communicate
More Effectively
Raise More
Resources
• Multi-Channel Marketing
• Email Marketing
• Marketing Automation
• Social Engagement
• Donor Management
• Events Management
• Volunteer Management
• Grants Management
Engage and
Strengthen Your
Community
• Social Intranet
• Member Community
• Affiliate/Chapter
Community
• Partner Community
Deliver Better
Programs and
Services
• Program Management
• Case Management
• Call Center
• Advocacy/Policy
Tracking
Making
Siloed Data
Usable
Being
relevant to
where
donors are
Automate
Lifecycle
Engagements
Optimise
Donation
Process
Common
Challenges
Reach
Mobile
Customers
Overcome
the Silo Effect
Common Challenge
“Most marketers still manage messaging in specific
silos and don’t meet subscribers’ expectations for
integrated, synchronized messaging.”
Forrester, 2012
Single
Point of
Interaction
F.R.
CRM
Stakeholder A
Stakeholder A
Adopting a Stakeholder Centric Approach
Technology
& Data Success
• Needed to properly communicate with individuals
based on their personal preferences and past donations
• Leveraged Microsoft CRM Integration to utilize key
subscriber information stored within the application
• Increased donor volume and gained global view
of subscribers
Success Spotlight
David Turner
Digital Marketing Specialist
Be Relevant to
Where Donors Are
Common Challenge
“> 50% of customer interactions happen during a
multi-event, multi-channel journey.”
McKinsey Research – Customer Journey Transformation, Sept 2013
Revenue
Time (t)
LTV ( - )
LTV ( + )
ACQUIRE ENGAGE RETAINONBOARD
Interactions over the lifecycle
Web
Acquisition
Social
Acquisition
Welcome
SeriesBrowse
Abandon
Promotions
Regular
Giving
Donation
Social
Engagement
& Advocacy
Browse
Retargeting
Donation
Abandonment
Tax Summary
Reengagement
Winback
Small Audience
Large Audience
Events
Fundraising
Platforms
Mobile
Acquisition
2013-2014 School Year
Revenue: $60M
From email: $10M
Donor base: 1,375,000
Teacher base: 420,000
Transactional Emails: 19 million
Open Rate: 44%
Campaign Emails: 15 million
Open Rate: 20%
Tips from DonorsChoose.org
1. ARM Ambassadors
2. Build social sharing points
3. Corporate Partnerships
AQUIRE
4. Personalized receipts
5. Relevant project updates
6. Relevant recommendations
ENGAGE
Automate
Lifecycle Engagements
Common Challenge
We must move from numbers keeping score to
numbers that drive better actions.
David Walmsley, Head of Multichannel, Marks & Spencer
Identify
Lifecycle
Touch Points
ExactTarget Marketing Cloud Solution
New Member
Welcome Email
Abandoned
Donation Notification
Donation Thank You
& Confirmation Email
Monthly Giving Email
Event Invitation
1. Sponsorship Lifecycle 2. Post Gift Donation 3. Campaign
Example
Reach Mobile
Customers
Common Challenge
Text ‘DONATE’ to
0428 030 701
0
10
20
30
40
50
60
70
Australia Brazil China France Germany Japan UK USA
36.8 35.4
27
18.3
5.9
30.2 31
52.2
13.8
33.1
38.2
28.8
19.6
50.9
43.5
64.6
26.3
46.9
42.3
39.8
24.7
62.2
56.4
2011
2012
2013
Mobile Penetration (Total Population)
41% use mobile
friendly design
46% have an app
70% don’t use location
The Platform for 1:1 Customer Journeys
Build a Single View of the Customer
Plan and Optimize the Customer Journey
Deliver Personalized Content Across
Every Channel and Device
Measure the Impact on Your Business
How it Works…
Journey Builder
Predictive Intelligence
Customer Data Platform
Thank You!

Take Control of the Donor Journey