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Optimize and Innovate
      Peer-to-Peer Events




Tweet this! #FRDNY
Presenters

        Melissa Lee          Kelley Stewart
       Account Director      Vice President
          SankyNet          Pursuant Ketchum
            @expetesso        @twitterhandle




Tweet this! #FRDNY
What is Peer to Peer?
Forget about “Best Practices”.

Forget about your “Competition”.

Before you get excited, ask:

What role does Peer to Peer play
 in MY portfolio?



Tweet this! #FRDNY
Acquisition
  Kelley




Tweet this! #FRDNY
Conversion
               Prospects            Active Participants

                     Prospects, in this sense, are:
                     • Registered Leaders who aren’t recruiting
                     • Registered Participants who aren’t
                       fundraising




Tweet this! #FRDNY
Conversion
               Prospects      Active Participants
 Provide access to information & tools via low-touch vehicles




Tweet this! #FRDNY
Conversion
               Prospects         Active Participants
   Then follow-up via high-touch vehicles to gauge effectiveness


                     • Indicate what you’ve observed.
                     • Give the person time to respond
                     with information.
                     • Score their response, and support
                     them as necessary.


Tweet this! #FRDNY
Reactivation
        Lapsed Participants                      Active Participants

  1. Assume everyone will lapse.
  2. Begin reactivation efforts immediately – with the post-event Thank You.
  3. Score as you go.

       • Event After Party
       • Post-Event Thank You
       • Survey about the Event
       • Social Media touches
       • Email Invitation series
       • Direct Mail Invitation (singular or series)
       • Telephone Invitation


Tweet this! #FRDNY
Reactivation
         Lapsed Participants                      Active Supporters

  If scoring indicates that a contact will not reactivate as a participant, focus
      your efforts on winning them to the organization in new ways.


  • Survey about the Organization
  • Connect them to staff or volunteers

  DO NOT sit on lapsed participants
  whom you know to be organizational
  prospects.




Tweet this! #FRDNY
Upgrade
       Peer to Peer Donor           Organization Donor

                            Peer-to-Peer donors usually have an
                            affinity to your cause, but they give to their
                            friends, not to your organization.

                            So don’t treat them like your donors.

                            Take some time to cultivate them
                            independently, first.




Tweet this! #FRDNY
Upgrade
       Peer to Peer Donor             Organization Donor

• Thank them for what they’ve done.
• Acknowledge the connection to
their friend.
• Build a connection to the people
who benefit from your organization.




Tweet this! #FRDNY
Upgrade
       Peer to Peer Donor                 Organization Donor
• Tell stories about your work.
• Track the interest and engagement
of individuals over time.

             Which story attracted
             attention from your
             peer-to-peer donor?
             Use the information to
             target your appeal.


• Use what you learn to inform very
targeted appeals 6 months later.




Tweet this! #FRDNY
Analytics
  Kelley




Tweet this! #FRDNY
Innovation
  Kelley




Tweet this! #FRDNY
Prioritization
  Kelley




Tweet this! #FRDNY

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Peer-to-Peer Fundraising

  • 1. Optimize and Innovate Peer-to-Peer Events Tweet this! #FRDNY
  • 2. Presenters Melissa Lee Kelley Stewart Account Director Vice President SankyNet Pursuant Ketchum @expetesso @twitterhandle Tweet this! #FRDNY
  • 3. What is Peer to Peer? Forget about “Best Practices”. Forget about your “Competition”. Before you get excited, ask: What role does Peer to Peer play in MY portfolio? Tweet this! #FRDNY
  • 5. Conversion Prospects Active Participants Prospects, in this sense, are: • Registered Leaders who aren’t recruiting • Registered Participants who aren’t fundraising Tweet this! #FRDNY
  • 6. Conversion Prospects Active Participants Provide access to information & tools via low-touch vehicles Tweet this! #FRDNY
  • 7. Conversion Prospects Active Participants Then follow-up via high-touch vehicles to gauge effectiveness • Indicate what you’ve observed. • Give the person time to respond with information. • Score their response, and support them as necessary. Tweet this! #FRDNY
  • 8. Reactivation Lapsed Participants Active Participants 1. Assume everyone will lapse. 2. Begin reactivation efforts immediately – with the post-event Thank You. 3. Score as you go. • Event After Party • Post-Event Thank You • Survey about the Event • Social Media touches • Email Invitation series • Direct Mail Invitation (singular or series) • Telephone Invitation Tweet this! #FRDNY
  • 9. Reactivation Lapsed Participants Active Supporters If scoring indicates that a contact will not reactivate as a participant, focus your efforts on winning them to the organization in new ways. • Survey about the Organization • Connect them to staff or volunteers DO NOT sit on lapsed participants whom you know to be organizational prospects. Tweet this! #FRDNY
  • 10. Upgrade Peer to Peer Donor Organization Donor Peer-to-Peer donors usually have an affinity to your cause, but they give to their friends, not to your organization. So don’t treat them like your donors. Take some time to cultivate them independently, first. Tweet this! #FRDNY
  • 11. Upgrade Peer to Peer Donor Organization Donor • Thank them for what they’ve done. • Acknowledge the connection to their friend. • Build a connection to the people who benefit from your organization. Tweet this! #FRDNY
  • 12. Upgrade Peer to Peer Donor Organization Donor • Tell stories about your work. • Track the interest and engagement of individuals over time. Which story attracted attention from your peer-to-peer donor? Use the information to target your appeal. • Use what you learn to inform very targeted appeals 6 months later. Tweet this! #FRDNY
  • 13. Analytics Kelley Tweet this! #FRDNY
  • 14. Innovation Kelley Tweet this! #FRDNY