Report from NYC Convio User Group

As we enter the most important part of the year for fundraising, Convio’s Blake Groves and Marc Cannon provided many useful pointers at this week’s NYC Convio User Group meeting, held at YAI in New York City.  Most of these ideas don’t require that you use Convio, nor do they need a large capital inflow.  But they do require a willingness to do things a bit differently than you may have in the past.  For example:

  1. When you provide downloadable content on your web site, do you first ask for name and email address so you can build your list?
  2. Have you explored ‘chaperoned’ email, where a partner organization provides your messaging to its own constituents?
  3. Do you use petitions to ask constituents to take a stand on issues other than advocacy (also so you can build your list)?
  4. Have you included surveys in enewsletters as a way of getting data to segment your audiences?
  5. Do you plan a campaign approach / series of messages for year-end fundraising, filtering out those who have already donated?
  6. Are you absolutely certain that you will have a final email appeal ready to be sent on December 31st, when many constituents are most likely to give?
  7. Have you implemented a welcome series for new subscribers to your elist?
  8. Do you encourage constituents to ask others to get involved with your organization (personal appeals are always more effective than when they come from the nonprofit)
  9. Have you clearly identified who your audiences are – and developed separate ways to communicate with each?
  10. Finally, have you tried A/B testing on your donation form, email messages, landing pages to determine what works best with your constituents?

Marc asked the group what mostly stops us from fully utilizing these approaches.  The responses (not surprising): limited resources, changing/competing priorities and lack of support from senior management.  Perhaps by using a prototype approach, how can you optimize fundraising and outreach efforts at your organization?

Tips from the Experts

Took advantage of some rainy weather today to catch up on some video tutorials on optimizing donation pages and social media.

Convio’s recent presentation on Optimizing Online Donations featured Nick Allen from DonorDigital and Alisa Aydin from US Fund for Unicef.  Nick focused on how small changes in a donation page can increase the constituents who actually complete the donation process;  normally, only 10-20% of those who arrive at a donation page actually finish the transaction.  He offered examples that don’t have to cost a lot: using larger, brighter donation buttons and minimizing the number of fields included on the donation form.  Tools such as Google Web Site Optimizer can be used to test different mixes of headlines, header images, logo placement and formatting options.  Or just use A/B testing to try different types of email messages.  Alisa described her organization’s use of tangible, inspired gifts which allow constituents to designate their contributions for specific purposes, often used as a honor/tribute gift.  She gave examples of several nonprofits that are doing this successfully such as Defenders of Wildlife, Jewish National Fund, Oxfam Unwrapped and Nature Conservancy.

What I find encouraging about Nick and Alisa’s tips is that even the largest nonprofits can take small steps to follow the lead of smaller organizations such as Kiva and DonorsChoose that are allowing donors to choose how their funds will be used.

Last month, the Case Foundation recently offered a wonderful series of video tutorials on social media, Gear Up for Giving, which are still available for replay.  Below are some takeaways from sessions I listened to today by gurus Katya Andresen, Holly Ross and Beth Kanter.

  • it is so much more effective that have your strongest supporters encourage others to support your mission than just to have it come directly from the nonprofit
  • work on developing the relationship first, then ask for financial help later (build your network before you need it, my take – this is much like we should manage our careers)
  • social media is primarily a listening tool, not only a new way to distribute your message
  • let people engage wherever they are – they may never visit your main web site
  • when deciding which social media tools to use, first find out what sites your constituents are already using
  • while social media strategies often originate from marketing or communication, ultimately this should be used by everyone in the organization
  • social media isn’t a fad;  we can’t be certain which tools will be popular in the next decade, but constituents will continue to expect targeted , value-added conversations and prompt responsiveness
  • better to engage fully in a few places than to try to put your nonprofit on every social media site
  • definitely use volunteers as a way to complement nonprofits’ always constrained resources, but don’t expect them to define the overall strategy
  • segmenting your communications almost always leads to higher response rates

For more great advice on social media, consult Nten’s We Are Media project.

Lastly, as another voice for segmenting and not making every communication an ask, Beaconfire suggest that Sometimes Less is More.

What’s New in ePhilanthropy

America’s Giving Challenge has kicked off – raise funds for your favorite nonprofit(s) and compete for award monies for top fundraisers.

The Agitator analyzes online strategies for Charity:Water, a ‘model’ for new nonprofits and a more established organization, Habitat for Humanity

Just getting started with raising money online?  The Backyard Philanthropist offers an online fundraising bootcamp.

Need a ‘best practices’ example for how to build an email list?  I recently signed up to receive online communications from YAI, and they use a few good techniques:

  • sign up form requires only first name, last name, email address and how subscriber is related to mission of organization (e.g. have disability, have family member with disability, work in field, staff member etc.)
  • asking for specific areas of  interests – and explaining why they are asking for this information, providing a way for YAI to use segmentation in choosing who will get each mailing
  • sign-up box tells constituents exactly what they will be receiving if they subscribe – YAI news, events and program openings.

(Although I recently received my first YAI enewsletter, I haven’t seen any type of ‘welcome series’ messages as many nonprofits are now starting to utilize – see my post about online giving earlier this year. )

Finally, I attended a few events last week on nonprofit web sites by Charity Dynamics and Empax.   Some takeaways:

  • organize site for visitors, not by the organization chart (may seem obvious, but many nonprofits still fall short here)
  • include clear calls to action
  • provide a variety of ways for visitors to support the organization (but make sure donation button is easily findable)
  • redesign or refresh?  Not always an easy choice, but evaluate site every 18-24 months to determine if it’s meeting needs of visitors – do usability testing.

It’s Not Just the Organization Web Site Anymore / Thoughts on the ‘Death’ of Email

Managing an organization’s web presence no longer focuses only on the main web site, which many constituents may never visit.  An online presence consists of:

  • main web site
  • organizational blogs
  • Facebook cause / page
  • twitter posts
  • email marketing messages
  • AND what constituents are saying about organization in their own blogs, Facebook pages, twitter posts etc.

When I seek to learn more about a nonprofit that I’m not already familiar with, I use the main web site only as a starting point.  It’s usually much easier to get a feel for a nonprofit’s culture and philosophies by reading its blogs (if it has them!) and social networking sites.

But as many of my colleagues have noted, it’s vitally important to listen to what others are saying about your organization.  This will tell you much more than if you only rely on your web analytics to learn which pages on your web site are attracting the most traffic.  Even if you aren’t able to generate regular content on Facebook, Twitter etc., participating in conversations will show you how effective your outreach is and whether you need to tweak your marketing efforts.

Social networking may not be for everyone (yet), but keeping abreast of what others are saying should be part of every nonprofit’s strategy.  If you are able to maintain a presence on Facebook and Twitter, make sure the messaging is appropriate for each forum.  Simply replicating the same content everywhere isn’t the right approach.

Addendum 10/12/09 on the growing importance of social networking  – Why email no longer rules in online communications.   Blue State Digital disagrees.  I concur – it’s always best to use a combination of approaches and email clearly still deserves a prominent place at the table.

Addendum 10/29/09 – Many new thoughts on while email may be changing, email is not dead

New Articles / Events on Online Fundraising

Nten offers two new articles covering online giving:  Steve MacLaughlin offers an optimistic overview, showing how online giving continues to increase despite difficult economic conditions and why an integrated (online + offline) approach is best;  Rebecca Higman and Katya Andresen discuss how nonprofits can continue to engage constituents after their initial online gift, promoting recurring gifts and by remembering to thank them for their support.

Two events coming up soon: nonprofit marketing guru Kivi Leroux Miller offers an online fundraising bootcamp on Nov. 4, focusing on optimizing your web site and online donation page, targeted email marketing and using social media;  her advice is always on target.  If you specifically need help with email, take a look at next week’s Boston Email Fundraising Bootcamp, featuring experts such as Idealware‘s Laura Quinn and Firefly Partners‘ Maureen Wallbeoff.  While social media is the hot topic of the moment, email will be with us for a long time and should be a centerpiece of your online strategy.