Tag Archives: multichannel

How To Make Your Nonprofit Multi-Channel

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Why is it so difficult for nonprofits to implement a multi-channel communications / fundraising strategy, even though integrated campaigns have been proven to outperform single channel approaches?  In the Agitator, Roger Craver says the main problem is silos, where departments operate separately from each other – even though this is directly opposite from how most constituents view an organization.

This point was driven home a few days later during a webinar by Convio and HJC on How Nonprofits Become Integrated Fundraising Organizations, which offered these tips on how a nonprofit learn to take advantage of the benefits of a multi-channel approach?

  1. Getting buy-in from senior management
  2. Planning / investing in systems and process to encourage departments to cooperate instead of compete
  3. Remove silos from teams and departments so they naturally collaborate towards mutually developed goals
When I asked why this going multi-channel is so difficult, HJC’s Mike Johnston replied ‘inertia – nonprofits are used to doing things the way they always have.’  Interestingly, smaller organizations may find it easier to create a culture where integration takes place.

My take: start by using an integrated editorial calendar which includes upcoming direct mail solicitations, email marketing campaigns, website updates, social media etc. Beth Kanter offers this way to get started (thanks to Lightbox Collaborative)  This will at least avoid the embarrassment of saying different things in different channels.  Then, make sure results are measured for an overall campaign instead of by department or by type of outreach.  Constituents use many ways to communicate;  it’s about time we did the same.

For a great primer on how to effectively use different communication channels together, view slides from Idealware’s recent webinar.

Updated Social Media Decision Guide Now Available from Idealware

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While many of my colleagues in the nonprofit community often share their knowledge and expertise, I’ve found Laura Quinn’s Idealware site especially helpful over the years in providing impartial and comprehensive evaluations of nonprofit software.   The just released Nonprofit Social Media Decision Guide provides a systematic approach to determine how to best use social media at your organization.

Probably the most important takeaway is the recommendation to first decide what you want to accomplish and who you want to reach.  Without taking the time to establish your goals, it’s impossible later to evaluate whether social media is a worthwhile use of your staff’s time.  Idealware’s report offers several examples of how social media can help to achieve a nonprofit’s typical objectives: fundraising (although social media should NOT be primarily be used for this purpose), advocacy, recruiting / engaging volunteers, supporting events (both before and during) and outreach.

As I’ve said in the past when discussing multi-channel campaigns, social media works best when integrated with other channels.  But messaging content and frequency need to be appropriate for each channel;  don’t just post the same information everywhere.

If you take the time to apply the ideas from this wonderful resource, you will be able to measure the effectiveness of your social media campaign. Thanks to Idealware, and Balance Interactive, Trellon and New Signature for their support in helping make this report available to our community at no charge.

7 Tips to Implement a Successful Fall ePhilanthropy Campaign

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Sadly, Labor Day is followed by fall with shorter days and cooler weather.  But it also provides an opportunity to reconnect with your constituents, climaxed by the important year-end fundraising campaign.  Here are some ways to hit the ground running when you return to the office tomorrow:

  1. Prepare an integrated communications / fundraising calendar describing how you will engage with your supporters across channels.  Balance appeals with messages showing how your organization has helped your target audience and be specific about you’ve utilized past donations.
  2. Start planning content for email campaigns well in advance, using these 7 tips for better fundraising emails and applying these best practices for enewsletters - they apply just as much for nonprofits as for small businesses (More ideas here)
  3. Take the time to analyze data on email subscribers, website traffic, Facebook ‘likers,’ Twitter followers etc. so you better understand what platforms your constituents are engaging with you
  4. Is your website consistently providing fresh content that is in synch with your other communication media?  If not, have you provided ongoing training to staff on how to utilize your content management software?  (What?  You don’t have a CMS.  Read Idealware’s Five Tips for A Successful Open Source CMS Project on a Budget)
  5. Find a few simple ways to start thinking multi-channel, even if it means changing the way your nonprofit usually works.  Get ideas from Frogloop’s  Multichannel Magic, then read about others’ successes in this month’s upcoming nonprofit blog carnival hosted by Big Duck featuring this topic
  6. Get out of your office.  If you’re in NYC, for example, you can learn how to innovate and thrive in the digital age at this month’s 501 Tech NYC event and discuss what makes successful websites at the Not-for-Profit Webmaster Round Table.  (You can also learn from your desk by taking a webinar during you lunch hour.)
  7. Optimize your online giving forms, paying particular attention to whether they work as well on mobile and tablet platforms, where more of your constituents are seeing them.
Congratulations once again to Charity:Water, which has kicked off its September campaign as another example of how to do ephilanthropy right with stirring video and constantly providing feedback on how it uses donations towards its mission of providing clean water worldwide .

Need Job Description for Integrated Fundraising / Communications Position?

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If so, consider these suggestions from Internet Management for Nonprofits, which offers a detailed competency profile for a Manager / Director of Integrated Fundraising.  As the authors suggested, I feel that communications must be an integral part of this role, so I’ve added a few items:

  1. detailed knowledge of multiple fundraising channels: e.g. direct mail, telemarketing, ephilanthropy
  2. can apply and utilize database segmentation techniques
  3. ability to work well across departments when developing integrated fundraising / outreach initiatives
  4. collaborative work style – supports and celebrates team successes
  5. strong listener – able to ask and utilize others’ feedback
  6. conflict resolution skills to negotiate conflicting priorities of multiple groups
  7. curiosity and insight into overall organizational goals
  8. strong connection with / customer service skills when interacting with donors
  9. can encourage colleagues to update online communications content and to actively promote organization
  10. unafraid of taking risks to experiment with new programs and adjust approach when needed

Fundraising is enhanced by clear and consistent communications.  The nonprofit that is able to integrate these functions will be more successful in connecting with its audience, presenting a unified message to supporters and in blending traditional organization structure into a true multichannel strategy.

Oldies but Goodies about Fundraising and Marketing

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When my wife and I moved to a smaller home last year, I was faced with the daunting task of reviewing a batch of papers that I had accumulated over the years, many which were articles clipped from magazines or printouts of web postings that relate to online fundraising and marketing.  To my surprise, some of these articles are still very much relevant.  A sampling is below:

Multi-Channel Fundraising: Tips of the Trade (2007) – David Lawson, then with Kintera (now part of Blackbaud) and now with DonorTrends, offered seven tips in how nonprofits can establish a multi-channel fundraising initiative:

  1. ask constituents their preferences on how they prefer to be contacted and what they want to be contacted about
  2. use web analytics to learn what constituents are most interested in and which channels are most utilized
  3. add communication preferences as another way to segment the database
  4. set up a social networking page (Most of us have done this by now but still struggling to prove its value)
  5. create cross-functional campaign integration teams so that multiple departments within an organization are accustomed to working together
  6. enable incoming multiple-channel communications – give constituents multiple ways to respond – e.g. phone, email, web site etc.
  7. maintain consistent messaging so that ‘overall message the image the organization would like to convey remains consistent across channels.’

Tips to Energize Your Donor Newsletter (2009) – This article from FundRaising Success Magazine details what many nonprofit enewsletters do wrong:

  1. focusing too much on organization and not enough on what donors care about, e.g. how did my contributions make a difference?
  2. not using the word ‘you’ to further focus on the constituent
  3. lacking emotional triggers
  4. not making donors feel that they are essential to how you achieve your mission
  5. including long articles instead of short paragraphs, bulleted lists
  6. using statistics instead of anecdotes
  7. lacking a strong headline that will encourage a constituent to read the content

Also provided were 15 ideas on what content to include in a enewsletter (many nonprofits still wait until the last minute and struggle with what to write about).

Accentuate the Positive: How to Bridge the Divide between Fundraising and Marketing Efforts (2007) (only accessible online if you are an AFP member) – As I’ve often suggested, Network for Good‘s CEO Bill Strathmann describes the roles of marketing and fundraising are “complementary,” explaining how in many nonprofits, marketing is fundraising since it exists primarily to encourage support of the organization.  Jo Sullivan, now with CDR Fundraising Group,  previously managed both functions at ASPCA and described how she successfully build a strong organization brand.

(On the same topic, see Nancy Schwartz’s 2008 post on how to Make Your Communications Planning a Team Effort.)

In an effort to be more ‘green’ – and to avoid the problem of clipping articles that I won’t easily find again – I eventually switched to saving articles on my computer and then to referencing in my blog and social networking sites such as Twitter.  This is much more satisfying since not only do I reinforce my personal brand in ephilanthropy, but am also able to share interesting information with my nonprofit colleagues.

Implementing the recommendations above is difficult because it may require us to restructure our organizations and change how we think about developing and implementing online campaigns.  Have you been able to do this at your nonprofit?

Practical Examples of Cross-Channel Success

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As a regular user of the New York Public Library, I’ve usually had to time my visits to when the branches are open.  In the past, there have been at least one day weekly when the library was completely closed (in addition to Sunday), and ‘late’ hours would only be provided one or two days / week.  Recently at the Mid Manhattan Library, I was amazed to learn that this location was now open extended hours, not only daily but with hours to 11 PM several days / week.  How was the library able to do this, especially in these times of recession?

Over the years I’ve developed relationships with many consultants / vendors who serve nonprofits, only some which I’ve worked with directly.  In preparation for our regular update call, I listened to a presentation that Michael Johnston of HJC New Media which is available for listening from his web site.  During an hour of many examples of how he’s implemented cross-channel strategies at many nonprofit clients, he mentioned his work at the New York Public Library.  In addition to raising funds which allowed the library to avoid further cutbacks in hours, Michael’s work succeeded also in breaking down silos between departments, a problem which I’ve seen at many organizations when developing and implementing online strategies.

Other interesting takeaways included:

  1. when combining direct mail and email, it’s usually better to send the direct mail first, then follow up with a corresponding email appeal.
  2. since many recipients of direct mail will visit the nonprofit’s web page before donating, integrate the home page with the latest direct mail content / graphics
  3. send direct mail to supporters who are already raising money online;  ask that they encourage others to do the same
  4. to stimulate monthly giving, follow up with web donors with a phone call, thanking them for their support and asking that they deepen their commitment
  5. put videos online, immediately followed by an ask – an effective alternative to always providing a static donation form
  6. if using a radio campaign, direct listeners to visit a microsite / unique URL where they can show their support
  7. if using social media, make sure you can track donations coming from this source;  make sure your social media pages include a call to action (not necessarily to donate)

Using a multichannel approach not only can result in higher donations, but can help your organization to work more effectively and provide a consistent message to constituents, no matter how they hear about you.  Which of the above techniques can you implement today?

Notes on Meetings Near & Far

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The NYC 501 Tech Club returned this week with a new format – presentation + networking.  Big Duck’s Farra Trompeter moderated a discussion on multi-channel fundraising – a topic I often discuss, joined by Simon Moloney of Npower NY and Rebecca Willett of Planned Parenthood.   Also this week, Convio held its annual Summit in Austin, TX.

For those in the NYC audience who don’t yet integrate multiple channels in fundraising efforts, Farra asked that we strive to break down silos within our organizations because “donors see us as one nonprofit.’  So there shouldn’t be a competition between money raised by direct mail versus email marketing or other online fundraising tools.  Multichannel appeals are most effective, especially this time of year (make sure you plan to email your donors on Dec. 30 / 31).  Farra also asked the attendees who we blend personal and organizational priorities in social networking content;  this may be addressed further in a future meeting.  (My take – a personal touch breathes life into a blog posting or tweet, as long as the focus isn’t removed from the nonprofit’s mission.)

Rebecca reviewed Planned Parenthood’s multi-channel strategy which she described as a ‘collaborative effort of the national office and affiliates.’  In response to my question on what content to put on each channel, Rebecca suggested first finding out which audience(s) are on each channel, then asking ‘what are they looking for’?  Planned Parenthood has some interesting enhancements planned, such as a 24×7 chat / text hotline, as well as a mobile phone application.

Slides from the NYC 501 Tech Club gathering on Multi-Channel Fundraising are available on SlideShare.  (Thanks Farra)

While I missed seeing other Convio users at the Summit, I was pleased to see Convio’s Nonprofit Live TV – an attempt to bring the event to me.  Congratulations to those nonprofits that were honored for innovation in in Online Marketing, Fundraising, Advocacy and Email Marketing.

Online tools make it easy for us to keep in touch with colleagues and friends, but it’s still nice to connect in person.  At the 501 Tech Club gathering, I met someone from Catholic Medical Mission Board, an organization I worked at while I was in college – long before I joined the nonprofit community full time.  Although many people I worked with have moved on, it was still nice to make a new connection.  Thanks to Nten and to organizers Charles Charles Lenchner and Thomas Negron for getting our group back in gear.

Addendum 11/24/09 – Here is Farra’s write-up of the 501 Tech Club event.

Why Organization Structure Matters

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Convio’s report The Secret of Online Success: Why Structure Matters examines how nonprofits staff for ephilanthropy.  Major themes:

  1. Nonprofit organizations are resource constrained – no kidding :>).  “Insufficient staff resources” (mentioned by 90% of 60 nonprofits surveyed) is the major barrier to succeeding online, followed by “budget constraints” (64%) and “senior management not understanding the value of online marketing” (48%).  But having the right people is more important than simply having more staff.   Especially if a nonprofit only has a few people devoted to online efforts, it’s unlikely they’ll have the many skills (see below) required to manage ephilanthropy.
  2. Organizational structure matters – will make a big difference on how well online strategy is implemented.  Usual options are: centralized (20% of nonprofits surveyed – all online staff in one department), decentralized (39% – spread across organization – this is model at my organization) and hybrid (41% – somewhere in middle).  While there is no one “best” model, my take is that there has to be multi-department involvement, due to the many types of expertise required for ephilanthropy implementation: strategy, web administration, creative, campaign/project management, analysis and usability.  (Usability is the skill that’s often overlooked but which can have a major impact on how effective a web site is.)
  3. Not having a (Internet marketing) plan is planning to fail – Yes, but to be most effective, the online ‘plan’ needs to be integrated with offline campaigns to derive the full benefits of a multichannel strategy.
  4. Structure impacts performance – A centralized group may perform best in maximizing online revenue, but a hybrid group may do better in building an email file.  I’m not sure structure matters as much as the level of collaboration that exists within an organization.  Some nonprofits have too many silos where staff prefer to work within their own department and actually avoid contact with other areas.

Convio’s report suggests we take the time to think out what type of structure makes sense in our organizations, and what types of skills may need to be brought in from outside.   It’s also valuable to think about career paths, especially where there isn’t a centralized department (traditional promotion paths may not make sense).  Sometimes in a decentralized setup, online goals may actually conflict with those of the department you’re in.   While we often fear internal reorganizations, in this case in may make sense to consider whether changes are needed so that staff can effectively work together to achieve online goals.

Convio also provides a summary of this report and will offer a webinar to discuss it later this month (I don’t see it on their web site yet but received an email invitation – please contact me if you can’t find it.)

Multi-Channel Strategies Main Theme at New York Fundraising Summit

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Yesterday I had the pleasure of participating in the New York Fundraising Summit.  I joined Paul Habig of SankyNet and Luke Vander Linden of Carl Bloom Associates to discuss Online Fundraising: Harnessing Technology to Build and Maintain Relationships.  I also attended sessions on Special Events Fundraising and Direct Mail Fundraising.

Some takeaways:

  • The benefits of multichannel fundraising and marketing was a major theme at multiple sessions.  While I expected my colleagues at the online fundraising presentation to present these ideas, I was pleasantly surprised to hear this mentioned prominently during the direct mail session.  When I asked why so many organizations still insist on using different staff / departments to handle different channels, it’s because direct mail has long been a dependable income stream.  But now it’s definitely best to not plan and report results from direct mail and email appeals separately
  • How to introduce multichannel approaches in your organization?  Get an internal ‘champion’ or work together with a consultant / vendor that your nonprofit already trusts
  • How often do you email consituents – when you have relevant content that will be of interest
  • Make email appeals part of a planned campaign, not as a series of unrelated messages.
  • Use an integrated calendar to plan all constituent communications in advance, not just email.
  • Easiest way to secure ticket sales for a special event – include an honoree
  • How much will special event attendees participate in other organization activities?  It depends on how much to cultivate them afterwards and get to know what will most attract them to participate.
  • Raising money is only one goal of a special event.  Other considerations are meeting constituents, finding board members, generating publicity.  Are you willing to break even on an event to achieve other objectives?
  • Segment your list!   Communicate with prospects and past donors differently.
  • Looking for ways to supplement your ‘traditional’ events?   Are constituents already engaged in activity with group of devotees who might be willing to make a donation as part of that activity?

I also met Tom & Candy Zackey from Amazing Grace Africa, who described at lunch how they have 17 children, many which they’ve adopted from Liberia, a country in Africa that has been ravaged by civil war for many years.  View more details about their work.

Thanks to the Center for Nonprofit Success for sponsoring this event.

Does Your Nonprofit Operate as Constituents View Us – As One Organization?

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Many of us in the nonprofit sector aren’t as effective as we could be in interacting with our constituents because departments of our organizations aren’t working together.  Often each department will have its own agenda, and offline and online strategies are handled by different areas.

In No Constituent is an Island, Steve MacLaughlin suggests that we stop thinking about offline and online and simply treat them as different channels.  Steve offers some interesting analogies, such as how we would react if we deposited a check at our bank but its online system had no record of it, or if you bought tickets online but when you arrived at the event, the box office could not access your purchase information.

Social media guru Beth Kanter offers a similar perspective in Silos Culture Inside the Walls of Nonprofits Prevent Effective Social Media Use.  She describes the experience of a nonprofit staff member who tried to promote a social media policy within their organization, but encountered departmental turf battles.  The volunteers who had asked to start using Facebook to promote the nonprofit eventually started on their own;  the organization only became involved later.   Social media brings up even more challenges since some of us still think it deserves a place with other tools we use to interact with our supporters.

With the increasing popularity of social media, some are asking if email is on the way out, e.g. Will eMail Fundraising Die.  But just as direct mail is still effective, so is email.   These tools work best when part of an integrated strategy.  To accomplish this, our nonprofits have to change how we’ve traditionally worked.  One way to do this is to have frequent cross-deparatment projects and meetings – not long, drawn out lectures but quick updates so each area is aware of what other parts of the organization are working on.   This is why project management is so important at nonprofits to help staff across departments and locations to learn to work collaboratively.

Constituents don’t view us as different departments but as one organization.  It’s time we started to treat ourselves the same way.