issue advocacy, data & salesforce: affect change and move your bottom line

Post on 27-Jun-2015

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Issue advocacy can affect change, but while you won't always win a legislative battle, the data generated and lessons learned from all advocacy interactions will help your organization across the board, from member / customer retention and acquisition to events, product sales and more. This deck will give you a background on issue advocacy, where we've been, what's changed, and the fundamentals of a good advocacy effort. It also looks at what data is generated from every interaction and how that information can be used across the board to improve your organization.

TRANSCRIPT

What is Issue Advocacy?

• COMMUNITY: A group comes together around an issue.

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• ACTION: Together, they can affect change

Traditional Advocacy• IN THE PAST: Issue advocacy belonged to Government Relations. Only “used” when needed.

• RESULT: Siloed, centralized communication resulted in poorresults.

What’s Changed?• FRAGMENTATION: Social means bad content can be pushed

• OVERLOAD: Always-on content distracts users

• NO BARRIER: Any group can join the conversation at any time

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How Do We Turn the Tide• CONNECT: Be Genuine with stakeholders

• BUILD TRUST: Timely and informative content builds trust

• DRIVE THOUGHT LEADERSHIP: People “buy” from folks who “do good”

Step 1: Educate, Equip & Engage

EducateEquipEngage

• EDUCATE: Drive Trust through timely and on-topic content

• EQUIP: Build Thought Leadershipby giving users points they can relay

• ENGAGE: Provide next steps, actions that users can take

Timely Engagement

Right Message @ Right Time

Now Interacting, What’s Next

EducateEquipEngage

Measure,Target &Encourage

We need to understand what users are doing, group them together & ask them to do more

Step 2: Measure, Target, Encourage• MEASURE: Understand and take stock of actions and messaging

• TARGET: Segment based on history and actions taken

• ENCOURAGE: Customize content & messaging to encourage further interaction

Measure,Target &Encourage

Humanizing the Data

Measure,Target &Encourage

ConveyResults

Now gathering both quantity and quality, we need to convey those results to legislators, staff & others

Step 3: Conveying Results

• Genuine stories win out

• Legislators are looking for stories to share with others

• Union of Quantity and Quality

Case StudyWho they are:

“Main Street is a grassroots community of advocates interested in how public policy impacts commerce. Join us!”

What do they do: • Connect with ebay Sellers• Deliver News, Talking Points, Action Options• Newsletters, Insight, More• Events with Legislators

Why it works: By framing this as a small business issue, they protect their own interests.

The Full Lifecycle

EducateEquipEngage

Measure,Target &Encourage

ConveyResults

Humanize the Issue

Humanize the Data

Affect Change (?)THE HOPE: Action by your stakeholders has convinced the right people to support a specific bill / regulation / etc.

THE REALITY: You win some, You lose some.

It’s what you do next that moves your bottom line

Moving Forward

• Every (in)action is a data point

• Data points include• Issues• Timing• Actions Taken• Legislators & Districts

Translation• DISCOVERY: Find new, potential stakeholders

• ACTION: Maximize follow-up based on interaction and details provided

Move Your Bottom Line• EVENTS: Events & Event Registrations

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• CONTENT: Content Creation & Sales

• SALES & RENEWALS: Retention & Acquisition (Member, Customer, Employee)

• FUNDRAISING: More, Larger Donations

Wrap-Up: Implementation1. EDUCATE, EQUIP & ENGAGE2. TRACK, MANAGE & ENCOURAGE3. CONVEY RESULTS

Set this foundation and you will:

1. BUILD A STRONG COMMUNITY2. AFFECT CHANGE3. MOVE YOUR BOTTOM LINE

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Additional ReadingIssue Advocacy Data & Your CRM:

Learn More About Engage & Salesforce:

Issue Advocacy Best Practices:

New Issue Advocacy Professional:

Connect with Me:

bit.ly/advData

bit.ly/engageSF

bit.ly/advbest

bit.ly/advprof

bit.ly/bsfDF14

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