Setting up Email Interests
Constituent360, open interests page.
Click the ‘Create a New Interest Category’ link.
Define the interest name, security, level and type.
Determine opt-in / opt-out settings.
Click ‘Save’.
Use to personalize e.g. to say “Welcome John Doe”
Use to conditionalize “ e.g to display a link to gift service center when it is a monthly donor and a link to the monthly donation form when not
Use to insert Components like the receipt request component
Use to link to different Convio pages
When setting up a member center • Create a version for logged in users • Create a version for logged out users • Provide links to the member center on your
website + emails + set up an easy url so you can verbally share the link
• Start simple and build up functionality
A Good Supporter Survey Should: ü Collect demographic information ü Collect information on giving potential and interests ü Collect information on first interest and interaction with
your charity ü Find legacy bequests ü Collect information on communication preferences ü Integrate back into your CRM for future marketing
opportunities & segmentation ü Help you build profiles / personas
Case Study: Sick Kids Foundation Supporter survey sent out to: • Collect demographic
information • Collect information on giving
interests • Find legacy bequests • Identify communication
preferences. • Much More!
Case Study: Sick Kids Foundation
• Survey: – Sent to 57,400 donors – 3 key segments:
Monthly, Active & Lapsed
– Shared budgeting! – Linked to records
Acquisition Results • Advertising to drive online viewers to Global Peace
Initiative homepage and sign up for newsletter • Within 6 weeks almost 1000 new sign ups • 2 part welcome series sent to new sign ups and
then looped into ongoing monthly eUpdates • First 6 months 0% unsubscribe, avg open rage for
eUpdates 21.7%, avg Clickthrough 6.2%
Use extra ‘stuff’ to lift average gift • Look at your direct mail program:
• Calendars • Greeting cards • Premiums
• Look at your events: • T-shirts • Hats • Merchandise • Corporate sponsor
• Look at your programs: • Decals • Recipe books • Magazines
Premiums Work • FREE calendar with purchase of $70 or greater
• in 2012, option to purchase up to 4 additional calendars for $20 each (but no more, and only if min. $70 was reached in their cart)
• Calendars could be sent with printed cards, if ecard or pdf card was selected we just mailed the calendar to the recipient
• In 2013, we had 153 instances of this premium upsell of 689 purchases (22% uptake)
• In 2012, we had 73 instances of this premium upsell of 521 purchases (14% uptake); we also sold an additional 21 calendars ($420 revenue)
Source coding URLS • See where your gifts are coming from, assess
your campaigns • Track offline/online/external links • Render different content for different people • Works for TeamRaiser, donations, surveys,
eCommerce, Advocacy, Personal Fundraising • See results in donation reports or interaction
reports
Results • $250,000 raised online – 100% increase from
last year • $100,000 raised from mail recipients • TV ads/ radio ads running at the same time. Set
up adwords and raise $50,000 from that.
Participant Center Banner
Proprietary & Confidential 49
1 2
3 4
Link to your website goes here. Image link goes here.
Participant Center Banner
<a href="http://www.websitehomepage.com" title="Go back to Website"><img src=“imagelinkgoeshere.png" width="922px" /></a>
HTML Code:
Fully optimize the HTML content block
• Add images / buttons • Update frequently with important news • Populate dynamic content based on
group membership or participant type • Fundraising tips / tricks
Coaching Emails
• Keeps them engaged and focused on fundraising
• Create the experience for participants • Technology will not do all the work for
you!
2014-10-07
Coaching emails are ongoing communications to registered participants
Ideas! – Calls to Action Examples of such call-to-action statements include: • Take 10 to send 10! (Take 10 mins to send 10 emails) • Spread the Word! (Share a mission-related message with 5
people… i.e. warning signs for heart attack/stroke) • Fundraising Tips and Ideas • Onboarding – customize your fundraising page / upload a video • Import your address book in 3 easy steps
Hold drawings on a recurring basis that coincide with those calls-to-actions, so there is an incentive for your fundraisers to follow-through. For example, ‘For all those who send 10 or more emails today, will be entered into a drawing to win a gift card for a free tank of gas!’
Ideas! • Oh, you are sooooo close’ email • Important day-of event information • Managing offline gifts tips • Team Captain motivational messaging • Reminders of Important Event Updates & Incentives • Weekly Fundraising Challenges • Engagement/Education Features • Interactive Elements (polls, tell-a-friends, tweets) • Participant Training Tips • Stories of Impact • Stories from Past Participants • Recognition of Participants • Fundraising Goal Reminders
• Other ideas?
Join/Form a Team
• Problem: We are confusing our user. • Solution: Have page title update based on what
the user has selected. • Steps:
• Find your TeamRasier, click edit. • Insert code in HTML on Join/Form a Team Page <style>
#title_container {display:none;} /*Hi title before change*/ </style> <script type="text/javascript"> //Customize the "Join or form a team" title according to sign up option window.onload = function() { var title = document.getElementById('title_container'); if (document.location.href.indexOf('fr_tm_opt=new') > -1) { title.innerHTML='Create a New Team'; } else { title.innerHTML='Join a Team'; } title.style.display="block"; } </script>
Registration Page • Problem: We want to use clear and simple
calls to action (i.e. Register Now) but there isn’t a TeamRaiser Page designed for that.
• Solution: Let’s create a new “Step 1”
Add-This Widget
Addthis.com has a simple social media share solution that can be added to any of your pages.
1. Create a free account. 2. Follow their easy steps.
84 #bbcon
Don’t forget to complete a session survey! Each completed survey enters you into a drawing to win a complimentary registration to bbcon 2015 in Austin, Texas*. *Blackbaud reserves the right to change or withdraw this promotion at any time, without advance notice. Promotion has no cash value and may not be exchanged, applied to, or combined with any other offer.
Are you pumped up and ready to go?
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