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2. 30 Ideas in 60 Minutes: Your
Hour of Creative Power
Speakers:
Harry Lynch CEO, @SankyInc
Kate Phillips Hollandsworth Senior Strategist, @ABDDirect
Milo Sybrant Vice President, @MRCampaigns
Moderator:
Lisa Maska CFRE, Partner, @LautmanDC
#frdny #30in60
3. Harry Lynch CEO, @SankyInc
Infographics are all the rage in our
“information age.”
• Information and image-rich Infographics can boost
your direct mail response and also help to tie together
your channel creative.
Interactive digital versions of infographics are highly
shareable via social media.
8. Kate Phillips Hollandsworth Senior Strategist, @ABDDirect
Timing is everything
• Pre-order stock
• Invest in higher postage class to ensure quick delivery
• Re-use a recent data file
• Prepare your client for rushed copy approval schedule
Every minute counts!
9. Milo Sybrant Vice President, @MRCampaigns
TestControl
Vote: Control Test Tie
Winner: Test
Nudge Testing
10. Milo Sybrant Vice President, @MRCampaigns
TestControl
Vote: Control Test Tie
Winner: Test
Nudge Testing
11. Milo Sybrant Vice President, @MRCampaigns
Nudge to Prospects + HPC<$125 Donors
Test
Control
Vote: Control Test Tie
Winner: Test
12. Milo Sybrant Vice President, @MRCampaigns
Nudge Testing
TestControl
Vote: Control Test Tie
Winner: Test
13. Milo Sybrant Vice President, @MRCampaigns
Recommendations for Nudge Tests
• Tested variations of nudge tests to 10 organizations.
• 50% saw improvement in at least one key metric. No
organization saw nudges depress response or
revenue.
• Recommended language:
• “Most people are donating at least $X right now.”
14. Harry Lynch CEO, @SankyInc
Treat your mid-level donors like major donors-and see
them respond that way!
• Use a high-touch “proposal” format to boost the
response rates and average gifts of your mid-
level donors.
Can be targeted to segments of donors who have shown special
interest in a particular program – or take a broad stroke that relies
on making an extensive for what an upgraded gift will accomplish.
15. Harry Lynch CEO, @SankyInc
Parkinson’s Disease Foundation Proposal
16. Harry Lynch CEO, @SankyInc
Universe Gifts Response Rate Average Gift $500+ Gifts Rev $500+ Rev/M
Standard
Year-End Mailing
(Newsletter)
6,413 216 3.37% $229.41 23 $24,450 $7,727
High-touch Year-
End "Proposal"
7,262 464 6.39% $222.51 62 $50,450 $14,217
Parkinson’s Disease Foundation Proposal
Results:
18. Kate Phillips Hollandsworth Senior Strategist, @ABDDirect
Annual Report Upgrades
Single out lapsed high dollar donors and
potential upgrades with a lift note or
post-it on the donor lists page.
Carry messaging through to the letter
(re)explaining the higher giving
programs.
19. Milo Sybrant Vice President, @MRCampaigns
Ask String on Main Donation Form
TestControl
Vote: Control Test Tie
Winner: Test
20. Milo Sybrant Vice President, @MRCampaigns
Reverse Ask String
TestControl
Vote: Control Test Tie
Winner: Test
21. Milo Sybrant Vice President, @MRCampaigns
Higher Ask String for Prospects
TestControl
Vote: Control Test Tie
Winner: Tie
22. Milo Sybrant Vice President, @MRCampaigns
Ask String vs. Open Field
Test
Control
Vote: Control Test Tie
Winner: Test
23. Harry Lynch CEO, @SankyInc
Don’t chase the crowd…
but look for the crowded room.
• In other words – use basic analytics to identify areas
where donors and potential donors are most
concentrated – then then target your acquisition
campaigns accordingly.
Don’t be fooled by high numbers of donors in states or
locations with huge populations! (Hint #1: Having tons of
donors in California might lead you down the wrong road.)
25. Harry Lynch CEO, @SankyInc
We have a lot of donors
in these states!
Donor Count per State
26. Harry Lynch CEO, @SankyInc
Turns out we have very few
donors per capita in these
states… Should we still mail
there?
Donors per Capita
27. Harry Lynch CEO, @SankyInc
Donors seem to be concentrated in
very select areas. Maybe we can
mail only where we have high
donors per capita…
Donor Density per Zip Code
28. Harry Lynch CEO, @SankyInc
Fiscal Year
Response
Rate
Average Gift Revenue/M Comment
Year 1 0.80% $19.70 $157 National
Year 2 0.78% $20.51 $160 National
Year 3 0.78% $18.99 $148
Transitional year: Performed per
capita analysis
Year 4 1.43% $20.82 $299
Targeted New England and Eastern New
York
Year 5 1.22% $19.33 $237
Targeted New England and Eastern New
York
Before
shift
0.79% $19.73 $155 National
After shift 1.33% $20.08 $268
New England and Eastern
New York
72.9% Lift in Revenue/M
Making the Switch to Targeted Acquisition
31. Milo Sybrant Vice President, @MRCampaigns
Small Asks: $5 Ask to Prospects
TestControl
Vote: Control Test Tie
Winner: Test
Make your tax-deductible gift
of $50 or whatever you can
afford now. Help us meet our
urgent Year-End Challenge goal
of $125,000.
Make your tax-deductible gift
now. Pitch in $5 or more to
help us meet our urgent Year-
End Challenge goal of
$125,000.
32. Milo Sybrant Vice President, @MRCampaigns
Small Asks: $10 Ask to Deep/Lapsed Donors
TestControl
Vote: Control Test Tie
Winner: Test
33. Harry Lynch CEO, @SankyInc
Speak to your donors as you spoke to
them before.
• Try mimicking to the same copy approach and tone
that you used to acquire your donors in the first place.
This can be especially effective way to re-activate non-
renewing segments.
34. Harry Lynch CEO, @SankyInc
Acquisition Letter A Acquisition Letter B
Examples of Acquisition Messaging
35. Harry Lynch CEO, @SankyInc
Renewal Letter A Renewal Letter B
Examples of Renewal Messaging
36. Harry Lynch CEO, @SankyInc
Fiscal Year List/Segment Response Rate Average Gift
2
0
1
4
2012 Acquisition Donor (2 Years Lapsed) 2.55% $33.26
2011 Acquisition Donor (3 Years Lapsed) 0.98% $32.09
2010 Acquisition Donor (4 Years Lapsed) 0.65% $26.95
2009 Acquisition Donor (5 Years Lapsed) 0.46% $20.50
2014 Lapsed Acquired Donors Subtotal 1.20% $29.00
2
0
1
5
2012 Acquisition Donor (3 Years Lapsed) 2.83% $35.91
2011 Acquisition Donor (4 Years Lapsed) 1.12% $26.76
2015 Lapsed Acquired Donors Subtotal 1.54% $30.03
2
0
1
6
2014 Acquisition Donor (2 Years Lapsed) 2.27% $28.50
2013 Acquisition Donor (3 Years Lapsed) 0.63% $21.66
2012 Acquisition Donor (4 Years Lapsed) 0.65% $21.69
2016 Lapsed Acquired Donors Subtotal 0.95% $27.39
Parkinson’s Disease Foundation –
Acquisition Donor Reactivation
38. Kate Phillips Hollandsworth Senior Strategist, @ABDDirect
Email follow-up to
lapsed donors in
acquisition mail
39. Milo Sybrant Vice President, @MRCampaigns
Renewal Language to Prospects
TestControl
Vote: Control Test Tie
Winner: Test
40. Milo Sybrant Vice President, @MRCampaigns
Renewal Language to Prospects
TestControl
Vote: Control Test Tie
Winner: Test
41. Harry Lynch CEO, @SankyInc
Remake 2016 as the year of remarketing.
• While still expensive, the costs to test this channel
have fallen sharply over the past year.
New tracking tools are proving that re-marketing is an
effective way to amplify your fundraising message and
drive potential donors to donate.
42. Harry Lynch CEO, @SankyInc
When a user visits your webpage and then visits Google, he or she is presented with
a targeted ad featuring your organization.
Google Remarketing
43. Harry Lynch CEO, @SankyInc
When a user visits your webpage and then visits Facebook, he or she is presented with
a targeted ad featuring your organization.
Facebook Remarketing
50. Kate Phillips Hollandsworth Senior Strategist, @ABDDirect
Integrated e-Renewals (…to a point)
Coordinate your messaging…
Coordinate your look…
Coordinate the donor selects…
…DON’T coordinate the follow-ups.
51. Milo Sybrant Vice President, @MRCampaigns
Adding PayPal as Payment Option
TestControl
Vote: Control Test Tie
Winner: Test
52. Milo Sybrant Vice President, @MRCampaigns
Another PayPal Payment Option
TestControl
Vote: Control Test Tie
Winner: Test
53. Harry Lynch CEO, @SankyInc
Google isn’t the only game in town.
• Paid advertising on Bing – the Microsoft search
network that includes Yahoo and now AOL – offers a
quality alternative, often reaching a better donor
demographic at a more reasonable cost than Google.
Bing’s highest penetration is in the 55+ age demographic –
our prime donor audience!
58. Kate Phillips Hollandsworth Senior Strategist, @ABDDirect
Lapsed “Uniques” in Multis
LIST
QUANTITY
RECEIVED
UNIQUES MULTIS TOTAL NET
HOUSE FILES
LAPSED LIST #1 41,342 21,855 5,428 27,283
LAPSED LIST #2 41,342 24,929 3,689 28,618
LAPSED LIST #3 5,157 1,303 545 1,848
LAPSED LIST #4 5,157 1,723 491 2,214
LAPSED LIST #5 376 340 11 351
LAPSED LIST #6 374 195 106 301
LAPSED LIST #7 1 0 1 1
LAPSED LIST #8 6,100 2,254 2,700 4,954
LAPSED LIST #9 253 168 54 222
LAPSED LIST #10 205 50 117 167
HOUSE SUBTOTALS 101,043 52,817 13,142 65,959
Traditional “multis”
(hits to 2 or more lists)
come out to 13,142
59. Kate Phillips Hollandsworth Senior Strategist, @ABDDirect
Lapsed “Uniques” in Multis
LIST
QUANTITY
RECEIVED
UNIQUES MULTIS TOTAL NET
HOUSE FILES
LAPSED LIST #1 41,342 21,855 5,428 27,283
LAPSED LIST #2 41,342 24,929 3,689 28,618
LAPSED LIST #3 5,157 1,303 545 1,848
LAPSED LIST #4 5,157 1,723 491 2,214
LAPSED LIST #5 376 340 11 351
LAPSED LIST #6 374 195 106 301
LAPSED LIST #7 1 0 1 1
LAPSED LIST #8 6,100 2,254 2,700 4,954
LAPSED LIST #9 253 168 54 222
LAPSED LIST #10 205 50 117 167
HOUSE SUBTOTALS 101,043 52,817 13,142 65,959
“Uniques” = Lapsed donors who
don’t match to any other
outside / modeled lists is
52,817
These are your names to mail as
many times as you’d like - test
sending them a multis package
61. Milo Sybrant Vice President, @MRCampaigns
Renewal Segment:
60% increase in response
Lapsed Segment:
30% increase in response
VariationControl
62. Harry Lynch CEO, @SankyInc
Think inside the (light)box.
• Test creative ways to use modals (a.k.a. lightboxes)
beyond just asking for single donations. Try upgrades,
sustainer asks, and targeted techniques.
Bonus tip: Go beyond your homepage – look at
your stats and place modal on your
other high-traffic pages.
63. Harry Lynch CEO, @SankyInc
Legal Defense Fund Year-End Modal
$29,745 income
Drug Policy Alliance Year-End Modal
$11,222 income
Homepage Modals
64. Harry Lynch CEO, @SankyInc
Covenant House Thanksgiving Modal
34.83% response rate
$11,652 income
Covenant House Monthly Giving Modal
10.76% response rate
$2,803 income
Upgrade Modals
70. Kate Phillips Hollandsworth Senior Strategist, @ABDDirect
Post-its
Recognition of joining the
organization last year
71. Kate Phillips Hollandsworth Senior Strategist, @ABDDirect
Post-its
Use a pre-printed post-it when
sending out ‘insider’ material
72. Kate Phillips Hollandsworth Senior Strategist, @ABDDirect
Post-its
Post-it was visible
through the carrier
window
73. Kate Phillips Hollandsworth Senior Strategist, @ABDDirect
Post-its
Calling out a recent gift of a
reinstated donor… DEPRESSED
RESULTS
74. Milo Sybrant Vice President, @MRCampaigns
SMS Deadline Reminder
TestControl
Vote: Control Test Tie
Winner: Test
75. Harry Lynch CEO, @SankyInc
• Reduce your annual report to a scaled-down format
that can cost-effectively be printed in high volume and
included in full-file mailings.
“Mini-annuals” boost donor engagement
and giving!
Shrink your annual report –
and grow it’s power.
76. Harry Lynch CEO, @SankyInc
Full report: 44 pages
Crohn’s and Colitis Foundation of America
Annual Report
77. Harry Lynch CEO, @SankyInc
African Wildlife Foundation
Annual Report Highlights
78. Harry Lynch CEO, @SankyInc
Universe Gifts Revenue Resp Rate Avg Gift Cost RPDS
Standard December Mailing 10,867 378 $7,820 3.48% $20.69 $4,325 $1.81
January Mini-Annual Mailing 10,970 610 $17,974 5.56% $29.47 $6,491 $2.77
Mini Annual Report Mailing Results
80. Kate Phillips Hollandsworth Senior Strategist, @ABDDirect
Paper savings
Challenge your printers on ideas to save money either by changing
paper stocks or slightly adjusting the size.
Especially take a look at those long-standing controls.
81. Kate Phillips Hollandsworth Senior Strategist, @ABDDirect
Paper savings
By shedding just a quarter inch from the width of the map we saved MSF an
estimated $872,000 over the course of three years
82. Harry Lynch CEO, @SankyInc
Transform Facebook into your
fundraising powerhouse.
• Leverage refined ad formats and audience-building
methods to boost your fundraising program and unify
your donor communications.
Paid Facebook ads can be a cost-effective way for
nonprofits to target by age, gender, interests, and
geography. Refined ad formats and audience-building
methods (e.g., from email files and website visitors)
continue to benefit nonprofits!
83. Harry Lynch CEO, @SankyInc
Episcopal Relief and Development FB Ads
ROI: $1.62
84. Harry Lynch CEO, @SankyInc
Covenant House Facebook Ads
ROI: $0.44
87. Harry Lynch CEO, @SankyInc
Turn those pesky regulations into your
friend.
• Financial disclosure requirements – long the bane of
fundraisers – can be transformed into positive
messages that impress and motivate your donors.
Keep it simple – and use images to convey
your efficiency!
88. Harry Lynch CEO, @SankyInc
Brag about it on a buckslip
Examples of “positive” disclosure
89. Harry Lynch CEO, @SankyInc
On your
return
envelopes
Examples of “positive” disclosure
On your
letter
91. Kate Phillips Hollandsworth Senior Strategist, @ABDDirect
Match Backs
• What is driving people to your website to give?
• Where are your white mail gifts coming from?
You’d be surprised to find out how much money you can directly
attribute back to your mail acquisition campaigns.
93. Milo Sybrant Vice President, @MRCampaigns
✳ The purpose of hypotheses is to make sure we're thinking critically about
what we want to test and why and to make sure we learn from the test.
✳ To help create a hypothesis, fill in the blanks:
Changing (control) to (variation) will improve (test objective)
because (reason you think the change will help) .
✳ If you craft a good hypothesis, you will learn something from every test,
regardless of the outcome.
Crafting the Hypothesis
94. Milo Sybrant Vice President, @MRCampaigns
• Before running a test, figure out the sample size needed for the test.
• To do that, you’ll need to understand how much of a change you’ll be able
to detect.
• If you’re evaluating specific audiences or pages (e.g. mobile traffic), do
this for each page or segment that you will evaluate
Determine Sample Size Needed
95. Milo Sybrant Vice President, @MRCampaigns
Baseline Conversion Rate - the current
average for the metric you are trying to
improve (e.g. response rate, action
rate)
Minimum Detectable Effect (MDE) -
the amount of change in the
conversion rate that you want to be
able to detect. We recommend 25%
or lower.
Elements of the sample size calculator
Minimum Audience Size - the total number of people you need to include in the experiment, per variation.
100. 30 Ideas in 60 Minutes: Your Hour of Creative Power
Harry Lynch CEO
Sanky, Inc.
www.sankyinc.com @SankyInc
#frdny #30in60
Kate Phillips Hollandsworth Senior Strategist
ABD Direct
www.abdata.com @ABDDirect
Lisa Maska CFRE, Partner
Lautman, Maska Neill & Company
www.lautmandc.com @LautmanDC
Milo Sybrant Vice President
M&R Strategic Services
www.mrss.com @MRCampaigns
101. Thank you.
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Notes de l'éditeur
We saw a statistically significant difference in revenue per visitor of $.91 for the nudge version and $.74 for the no-nudge version. We saw a statistically significant increase in conversion rate for one-time gifts, of 0.38% for the nudge version and 0.35% for the no-nudge version.
Test version improved average gift of prospect audience by 20% and that was statistically significant. No difference in response rate or conversion rate.
In the first message, the $125 nudge increased one-time average gift size by 33%. In the second message, the $125 nudge increased one-time average gift size by 18.9%. For both messages combined, it increased average gift size by 25.1%. In terms of actual revenue, the $125 nudge increased revenue by 15%.
No difference overall. BUT – non-donors saw a 20% boost in revenue per visitor (almost statistically significant at 93% confidence); so recommendation was to roll out the nudge version.
No difference overall. BUT – non-donors saw a 20% boost in revenue per visitor (almost statistically significant at 93% confidence); so recommendation was to roll out the nudge version.
Test version had 48% higher avg gift which was statistically significant and raised more money. BUT, the difference in conversion rates between the versions was statistically significant in favor of the original (lower) ask string. The adjusted ask string decreased conversion rate by 14%. SO - we recommended testing again with a $15 or $20 value to replace the $10 to see if we can improve the response rate while still generating more revenue.
Test version generated more revenue and had 10% higher revenue per visitor.
No significant difference in revenue per person.
This was on their main donation form (all audiences). The open field version won. It raised more revenue per person than the ask string version. While the open field also saw an increase in conversion rate and average gift, the difference is not statistically significant.
Test group had a 12% higher click through rate, 33% higher conversion rate, both were statistically significant. The Control group had a 28% higher average gift and that was statistically significant. The TEST group raised more money and had a higher revenue / recipient but that wasn’t statistically significant.
Test version had a 76% higher revenue per recipient and 70% higher response rate. The increase in response rate held steady across all 3 appeals.
The control response rate was 0.026%; the test response rate was 0.035%. That’s a 35% increase in response rates, and it is statistically significant.
Test won: test version had a 48% higher response rate and an 88% higher revenue per recipient, both were statistically significant.
Test had an 8% higher landing page conversion rate.
Mixed results.
The addition of the PayPal option increased performance for some segments while decreasing performance for others. The net result was no significant change in overall revenue.
For mobile users, PayPal increased the conversion rate by 27% but lowered the average gift size by 15%. The net result was an increase in mobile revenue.
Given its positive impact on mobile users but mixed impact across other devices, we recommend rolling out PayPal for mobile users only.
So here’s another example of where we tested a new tactic to help boost renewal rates in the context of email campaign
In 2013, we worked with the Union of Concerned Scientists on a member renewal email series
AND we decided to run a test pitting two alternate call-out box treatments against one another to see which one improved conversion rates
So again, We tested two different treatments with both:
Members who were up for renewal
And supporters whose membership had lapsed
For the control: we developed a tried and true campaign-style treatment
Which we tested against a “membership status” call-out box
<< ANY GUESSES ON WHICH ONE WON? >>
The membership status treatment increased response among renewing donors by 60%
and among lapsed segments by almost a third
The test group made 34% more gifts, which was statistically significant.