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Email Marketing for Nonprofits
           Tips for improving your email marketing now


                                        Lara Brown
                                        Senior Marketing Manager
                                        Sage Nonprofit Solutions


#NPEMKTG                        1
Agenda
 •   List growth
 •   Campaign elements
 •   Deliverability
 •   Testing and optimization
 •   Segmentation
 •   Automation




                            2
“The reports of my
 death have been greatly
 exaggerated.”
- email




           3
Why Email Marketing?

    Does your organization        • Inexpensive
   conduct email marketing?       • Immediate
                                  • Effective way to communicate
                                    with supporters
                                  • Able to quickly test and
                                    optimize
                                  • Able to segment audience for
                                    customized messages




                              4
Successful Organizations:
 •   Define clear objectives and measurable goals
 •   Benchmark and track email performance metrics
 •   Take measures to improve deliverability
 •   Use tactics to grow and retain email contacts
 •   Send emails that are relevant and engaging
 •   Integrate email with other marketing channels
 •   Segment their list according to behavior and interest
 •   Test and optimize key campaign elements



                             5
Objectives and Measurable Goals


What are your
organization’s top 3
objectives?




What are your
organization’s top 3
measurable goals?

                       6
Why Email Marketing Fails
 • The one and done email
    – Need to send messages multiple times before a supporter
      notices it, let alone responds (unless it’s tailored for them)
 • The stand-alone email
    – Lack of integration with other on- and offline marketing
      channels (where social media comes in)
 • Generic emails (not targeted to areas of interest)
 • The registration / donation form is overly
   complicated or requires too much information
 • Key campaign elements like the subject line are
   ineffective
 • Deliverability issues        7
Ready, Aim, Fire
 • Growing and retaining email contacts
    – Get your message to your audience
 • Deliverability
    – Get your email to the inbox
 • Subject line (The promise)
    – Get your email opened
 • Copy (Delivering on the promise)
    – Get your email read
 • Content (Making it relevant)
    – Get your target to engage / respond

                              8
GROWING YOUR LIST


            9
Growing and Retaining Contacts

Does your organization
actively work to grow
and retain email
contacts?




Which statement best
describes your
organization’s email
list growth trend for
the past 12 months?


                         10
Email Contacts




                       Unaware
80%                                         The Donor
                         Aware
                                              Funnel
  15%


                    Active / Engaged


        50%

                     Click on Form


              15%

                        Donate

                                       11
Tips for growing and keeping contacts
 • Online
    – Facebook registration page
    – Web site registration
    – Offer incentives for signing up
    – Make it easy, don’t ask for unnecessary information
    – Referrals: Forward to a friend / give advocates the tools to
      share your emails and your story
    – Social media sharing icons
    – Blog sign up
 • Offline
    – Direct mail, events
 • Retain contacts by delivering value and making it
   worthwhile for them to stay 12
Facebook Registration Page    Tip: Lower
                              the Barrier
                             to Entry with
                               a Soft Ask




                    13
DELIVERABILITY


            14
Tactics for Improving Deliverability
 • Regularly clean your data
    –   Remove hard bounces
    –   Remove inactive contacts
    –   Evaluate soft bounces
    –   Update email addresses
 • Monitoring inbox placement
 • Spam checking software
    – Your email service provider (ESP) should include or offer
 • Ask contacts to add you to their Safe Senders


                               15
Tactics for Improving Response
 • Make it possible to view email as a web page
     – For those who have display images turned off
 •   Use text and graphics, not just graphics
 •   Use consistent from line: credibility / recognition
 •   Reactivation campaigns to non-responders
 •   Survey results show average unsubscribe rate is 4%!




                               16
CAMPAIGN ELEMENTS


           17
Key Email Campaign Elements                                      Tip: Write a
                                                                simple brief to
 • Subject Line                                                guide the process
    – Same rules as apply to a headline.
    – Attract attention. Be provocative, enticing:
      “We had no idea”
    – Specific, urgent, compelling, concise (40-60 characters)
    – Question marks okay, no or limited exclamation points
    – Don’t be afraid to include the Ask: “Donate to Save an Kitten Today”
 • Call to Action
    – Strong v. Soft (Give now v give today), sense of immediacy
    – Exclusivity (Part of a special club)
    – People want to know WIFM (what’s in it for me?)
 • Simplify donation pages
    – No need to sell them at that point
    – Reduce the number of clicks
    – Don’t send them off to a third-party site to donate
                                     18
Landing Page




               19
Content                                        Tip: Write
                                               the copy,
                                              then delete
                                             the first line.
 • Deliver on the promise made in the
   subject line (how measured? CTR)
 • Don’t bury the lead / Cut to the chase quickly
 • Make it scan-able (bullets, short paragraphs)
 • Tone: compelling, action-oriented, conversational
   vs. formal
 • Keep important content / links above the fold
 • Stop talking about yourself (the wewe test)
 • Personalization and video

                          20
TESTING AND OPTIMIZATION


            21
Elements to Test
 •   Subject Line
 •   Call to Action
 •   Target Audience
 •   Landing Page
 •   Donation Form Fields
 •   Content
 •   Time / Day
 •   Personalization / Video
 •   Frequency

                               22
Types of Testing
 • A/B Testing
    – Test one element at a time
    – Don’t waste time testing “whispers”
    – Tip: Split a small portion of your list and send 2 different
      emails with 2 different subject lines. Send the winning
      email to the rest of the contacts.


 • Multivariate Testing
    – Testing multiple elements at a time (e.g, subject line +
      headline + list)
    – Pro: speeds up optimization
    – Con: complex
                                23
SEGMENTATION AND
AUTOMATED MARKETING

           24
Segmenting Your List                                    Tip: Set up a
                                                     preference center
                                                     so supporters can
• Reach the right prospect with the right             opt-in to specific
                                                          content.
  message at the right time
   – Send messages to a segment of your audience
     based on behavior and what you know about them
• Benefits
   – Cuts through the clutter, more likely to get opened
   – If providing value, can send more frequently
   – Improve open rates and reduce
     opt-out rates.
   – If their behavior
     indicates interest in
     cats, give ‘em cats!
                                25
Automated Marketing                                     Tip:
                                                   Use for driving
                                                    people to an
 • Multi-step, trigger-based on if / then         upcoming event
   scenario
 • Score to prioritize for follow up
     – Explicit: Their activity (opens, clicks, etc.)
     – Implicit: What you know about them (adopted a dog)

Sage E-marketing Lead Scoring




                                26
Automated
Trigger-Based
Marketing
TRACKING


           28
Benchmark and Track Key
Performance Indicators
                                •   Click-through rate
  Does your organization        •   Open rate
    benchmark email
     performance?               •   Total contacts
                                •   Total new contacts
                                •   % active, email-able contacts
                                •   Unsubscribe rate
                                •   Bounceback rate
                                •   Total emails sent
                                •   Conversion rate
                                •   Campaign ROI

                           29
Successful Organizations
 •   Define clear objectives and measurable goals
 •   Benchmark and track email performance metrics
 •   Take measures to improve deliverability
 •   Use tactics to grow and retain email contacts
 •   Send emails that are relevant and engaging
 •   Integrate email with other marketing channels
 •   Segment their list according to behavior and interest
 •   Test and optimize key campaign elements



                             30
Q&A
• Download the complete Email Marketing
  Report
   – x
• Get a free trial of Sage E-marketing
   – http://bit.ly/y0RgOs
• Learn about Sage Fundraising Online    Thanks for
   – www.sagefundraisingonline.com       Attending!
• Sage Nonprofit E-Books
   – Event Fundraising Best Practices
   – Year-End Fundraising Guide


                               31
Appendix




   32
Challenges and Obstacles



What are your
organization’s most
significant challenges?




What are the
barriers to
overcoming
them?


                          33
Top Campaigns / Appeals


              • Events / Year End Campaign Best Practices
                 – Create an email timeline
                 – Mention event date in every email
                 – Send a save-the-date email
                 – Use after-event email or survey
                 – Make it easy to donate / register




                      34

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Email Marketing for Nonprofits

  • 1. Email Marketing for Nonprofits Tips for improving your email marketing now Lara Brown Senior Marketing Manager Sage Nonprofit Solutions #NPEMKTG 1
  • 2. Agenda • List growth • Campaign elements • Deliverability • Testing and optimization • Segmentation • Automation 2
  • 3. “The reports of my death have been greatly exaggerated.” - email 3
  • 4. Why Email Marketing? Does your organization • Inexpensive conduct email marketing? • Immediate • Effective way to communicate with supporters • Able to quickly test and optimize • Able to segment audience for customized messages 4
  • 5. Successful Organizations: • Define clear objectives and measurable goals • Benchmark and track email performance metrics • Take measures to improve deliverability • Use tactics to grow and retain email contacts • Send emails that are relevant and engaging • Integrate email with other marketing channels • Segment their list according to behavior and interest • Test and optimize key campaign elements 5
  • 6. Objectives and Measurable Goals What are your organization’s top 3 objectives? What are your organization’s top 3 measurable goals? 6
  • 7. Why Email Marketing Fails • The one and done email – Need to send messages multiple times before a supporter notices it, let alone responds (unless it’s tailored for them) • The stand-alone email – Lack of integration with other on- and offline marketing channels (where social media comes in) • Generic emails (not targeted to areas of interest) • The registration / donation form is overly complicated or requires too much information • Key campaign elements like the subject line are ineffective • Deliverability issues 7
  • 8. Ready, Aim, Fire • Growing and retaining email contacts – Get your message to your audience • Deliverability – Get your email to the inbox • Subject line (The promise) – Get your email opened • Copy (Delivering on the promise) – Get your email read • Content (Making it relevant) – Get your target to engage / respond 8
  • 10. Growing and Retaining Contacts Does your organization actively work to grow and retain email contacts? Which statement best describes your organization’s email list growth trend for the past 12 months? 10
  • 11. Email Contacts Unaware 80% The Donor Aware Funnel 15% Active / Engaged 50% Click on Form 15% Donate 11
  • 12. Tips for growing and keeping contacts • Online – Facebook registration page – Web site registration – Offer incentives for signing up – Make it easy, don’t ask for unnecessary information – Referrals: Forward to a friend / give advocates the tools to share your emails and your story – Social media sharing icons – Blog sign up • Offline – Direct mail, events • Retain contacts by delivering value and making it worthwhile for them to stay 12
  • 13. Facebook Registration Page Tip: Lower the Barrier to Entry with a Soft Ask 13
  • 15. Tactics for Improving Deliverability • Regularly clean your data – Remove hard bounces – Remove inactive contacts – Evaluate soft bounces – Update email addresses • Monitoring inbox placement • Spam checking software – Your email service provider (ESP) should include or offer • Ask contacts to add you to their Safe Senders 15
  • 16. Tactics for Improving Response • Make it possible to view email as a web page – For those who have display images turned off • Use text and graphics, not just graphics • Use consistent from line: credibility / recognition • Reactivation campaigns to non-responders • Survey results show average unsubscribe rate is 4%! 16
  • 18. Key Email Campaign Elements Tip: Write a simple brief to • Subject Line guide the process – Same rules as apply to a headline. – Attract attention. Be provocative, enticing: “We had no idea” – Specific, urgent, compelling, concise (40-60 characters) – Question marks okay, no or limited exclamation points – Don’t be afraid to include the Ask: “Donate to Save an Kitten Today” • Call to Action – Strong v. Soft (Give now v give today), sense of immediacy – Exclusivity (Part of a special club) – People want to know WIFM (what’s in it for me?) • Simplify donation pages – No need to sell them at that point – Reduce the number of clicks – Don’t send them off to a third-party site to donate 18
  • 20. Content Tip: Write the copy, then delete the first line. • Deliver on the promise made in the subject line (how measured? CTR) • Don’t bury the lead / Cut to the chase quickly • Make it scan-able (bullets, short paragraphs) • Tone: compelling, action-oriented, conversational vs. formal • Keep important content / links above the fold • Stop talking about yourself (the wewe test) • Personalization and video 20
  • 22. Elements to Test • Subject Line • Call to Action • Target Audience • Landing Page • Donation Form Fields • Content • Time / Day • Personalization / Video • Frequency 22
  • 23. Types of Testing • A/B Testing – Test one element at a time – Don’t waste time testing “whispers” – Tip: Split a small portion of your list and send 2 different emails with 2 different subject lines. Send the winning email to the rest of the contacts. • Multivariate Testing – Testing multiple elements at a time (e.g, subject line + headline + list) – Pro: speeds up optimization – Con: complex 23
  • 25. Segmenting Your List Tip: Set up a preference center so supporters can • Reach the right prospect with the right opt-in to specific content. message at the right time – Send messages to a segment of your audience based on behavior and what you know about them • Benefits – Cuts through the clutter, more likely to get opened – If providing value, can send more frequently – Improve open rates and reduce opt-out rates. – If their behavior indicates interest in cats, give ‘em cats! 25
  • 26. Automated Marketing Tip: Use for driving people to an • Multi-step, trigger-based on if / then upcoming event scenario • Score to prioritize for follow up – Explicit: Their activity (opens, clicks, etc.) – Implicit: What you know about them (adopted a dog) Sage E-marketing Lead Scoring 26
  • 28. TRACKING 28
  • 29. Benchmark and Track Key Performance Indicators • Click-through rate Does your organization • Open rate benchmark email performance? • Total contacts • Total new contacts • % active, email-able contacts • Unsubscribe rate • Bounceback rate • Total emails sent • Conversion rate • Campaign ROI 29
  • 30. Successful Organizations • Define clear objectives and measurable goals • Benchmark and track email performance metrics • Take measures to improve deliverability • Use tactics to grow and retain email contacts • Send emails that are relevant and engaging • Integrate email with other marketing channels • Segment their list according to behavior and interest • Test and optimize key campaign elements 30
  • 31. Q&A • Download the complete Email Marketing Report – x • Get a free trial of Sage E-marketing – http://bit.ly/y0RgOs • Learn about Sage Fundraising Online Thanks for – www.sagefundraisingonline.com Attending! • Sage Nonprofit E-Books – Event Fundraising Best Practices – Year-End Fundraising Guide 31
  • 32. Appendix 32
  • 33. Challenges and Obstacles What are your organization’s most significant challenges? What are the barriers to overcoming them? 33
  • 34. Top Campaigns / Appeals • Events / Year End Campaign Best Practices – Create an email timeline – Mention event date in every email – Send a save-the-date email – Use after-event email or survey – Make it easy to donate / register 34

Notes de l'éditeur

  1. Growing and retaining contacts (theme of the survey) Barriers: objectives? Doesn’t’ jibe with previous slide could be that they defined objectives but too loosely and are changing them.