So someone signs up for your organization’s communications…now what? Do you have a process in place to follow-up with the people that have expressed an interest in your mission? Join us for a brown bag session where we’ll discuss the systems you need to effectively interact with potential volunteers, donors, and advocates who encounter your organization. We’ll share smart strategies for engaging community supporters.
2. Npower Northwest
• Vision: a thriving community with high
performing nonprofits
• Mission: to strengthen the nonprofit sector
by catalyzing innovation and driving adoption
of technology solutions
7. Engagement goals
• Know who your supporters are – esp. the why
• Present impactful, appropriate opportunities
• Record actions & feed data back into analysis
• Move supporters up the “engagement ladder”
• Remember the ultimate goal is building
relationships
8. Ladder of engagement
• At the bottom, communications are more
automated and you can reach more people.
• At the top, relationships are more personal
and labor-intensive.
9. Definition: data management
• Data management is the process of collecting, organizing, and
managing data as an important organizational resource.
• To manage data effectively is to bridge the gap between
inputs – hard data sets – and outputs – information or
analysis – that an organization can use to make decisions and
demonstrate a measurable community impact.
12. Process review
• What is your current process on recruiting and
managing supporters?
• How do you want it to look?
13.
14. Use technology that helps
Fit the technology to how you work,
not your organization to the technology
15. 3 rules of data management
• Standardize what you’ve got.
• Use technology to collect what you don’t.
• Be consistent.
16. Consistency, the cloud, and collaboration
• Standardize data entry
• Establish common formats
• Make use of shared workspace tools
• Set up a central repository
18. Databases – Why use a CRM?
• Centralized storage
• Relational
• Integrates with other channels
• Useful for sending out communications
• Tracks campaigns, events, etc.
• Organizational record-keeping
• Metrics & reporting
• Allows customizable interactions for different
constituent groups
• Analysis capabilities for better decision-making
19. The Social CRM
• Incorporates member’s social media profile
information into the database
• Tracks social media interactions alongside
other data (donations, emails received, etc.)
• Builds a list of social media followers who are
NOT members in the database
• Assists with member recruitment & retention
• Allows for mapping of social connections
20. Metrics – data exhaust
• # constituents/donors/volunteers/board
members/program attendees
• Facebook followers, likes, posts by your
organization, comments on posts
• Twitter followers, tweets by your organization,
mentions, and retweets
• Blog posts and comments
• Newsletters sent, subscribed, unsubscribed,
opened, clicked through
• Website visits, visitors, page views, top referral
sources, RSS subscribers
21. Measurement tools
• Database reports
• Facebook Insights
• SocialBro for Twitter
• Google Analytics for blog, website metrics
• Newsletter software reports (MailChimp,
Constant Contact, and VerticalResponse all
include social media tracking)
22. Reflection
• How do you see technology helping your
constituent management process?
Know who your supporters are – esp. the whyPresent impactful, appropriate opportunitiesRecord actions & feed data back into analysisMove supporters up the “engagement ladder”Remember the ultimate goal is building relationships
Centralized storage space for all organizational data – one database, one copy for all staffRelational features (reduces redundancy, allows for cross-referencing of multiple sets of data)Ability to integrate data with website, email, other communication channels (including social media), event software, project management tools, financial records, etc.Send out communications (emails, receipts, reminders for events or classes)Track donations, grants, and fundraising campaignsEvent management (track attendance)Comprehensive record-keeping (make note of all contact dates, emails sent, receipts, meeting notes, etc.)Metrics, track milestones, reportingSet up campaigns and different levels of actions for different groupsAnalysis capabilities for better decision-making