donor acquisition: how to personalize and automate the experience for new donors

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#npEXPERTS | www.blackbaud.com/npexperts How to Personalize the Welcome Experience for New Donors www.blackbaud.com/npexperts Cupids Arrow: Thoughtful Engagement to Acquire Donors

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You know the saying: You don’t get a second chance to make a good first impression. Don’t lose new donors because you didn’t know how to woo them. Join Senior Interactive Consultant Danielle Johnson as she gives you a step-by-step overview of how to engage new donors online. You’ll learn to: • Raise awareness for your mission with an email welcome series • Strategize for a two- and three-part welcome series • Steward new donors with online tools

TRANSCRIPT

Page 1: Donor Acquisition: How to Personalize and Automate the Experience for New Donors

#npEXPERTS | www.blackbaud.com/npexperts

How to Personalize the Welcome Experience

for New Donors www.blackbaud.com/npexperts

Cupids Arrow: Thoughtful Engagement to Acquire Donors

Page 2: Donor Acquisition: How to Personalize and Automate the Experience for New Donors

#npEXPERTS | www.blackbaud.com/npexperts

Meet the #npEXPERTS

Page 3: Donor Acquisition: How to Personalize and Automate the Experience for New Donors

#npEXPERTS | www.blackbaud.com/npexperts

#npEXPERTS

Danielle Vermenton Fundraising geek. Mom. Interactive Consultant. Speaker. Former fundraiser. All around bad @ss! I love working with organizations that are changing the world. @DJVermenton wwww.npengage.com

Page 4: Donor Acquisition: How to Personalize and Automate the Experience for New Donors

#npEXPERTS | www.blackbaud.com/npexperts

A Tale of Two Welcomes

Page 5: Donor Acquisition: How to Personalize and Automate the Experience for New Donors

#npEXPERTS | www.blackbaud.com/npexperts

Your online relationship often starts with email

Put a welcome series in place for prospects

Targeting New Subscribers

Page 6: Donor Acquisition: How to Personalize and Automate the Experience for New Donors

#npEXPERTS | www.blackbaud.com/npexperts

Now what? Mission Accomplished: They Gave!

Page 7: Donor Acquisition: How to Personalize and Automate the Experience for New Donors

#npEXPERTS | www.blackbaud.com/npexperts

Does it look any different after they give?

The Donor Journey Begins

Page 8: Donor Acquisition: How to Personalize and Automate the Experience for New Donors

#npEXPERTS | www.blackbaud.com/npexperts

Almost SIX out of every ten donors from the previous year DID NOT renew by year’s end! AFP FEP Study

Key Reasons They Leave

•  No memory of ever supporting •  Did not feel connected to the organization •  Not asked to give again •  Other causes are more deserving •  Never heard how donation was used

Page 9: Donor Acquisition: How to Personalize and Automate the Experience for New Donors

#npEXPERTS | www.blackbaud.com/npexperts

All reasons that are connected to communications

Page 10: Donor Acquisition: How to Personalize and Automate the Experience for New Donors

#npEXPERTS | www.blackbaud.com/npexperts

Online Attitude with Gratitude Strategy

•  Recognition •  Stewardship •  Engagement

Page 11: Donor Acquisition: How to Personalize and Automate the Experience for New Donors

#npEXPERTS | www.blackbaud.com/npexperts

Why Should You Focus Online?

Page 12: Donor Acquisition: How to Personalize and Automate the Experience for New Donors

#npEXPERTS | www.blackbaud.com/npexperts

Be in Line with Today’s Donors

Page 13: Donor Acquisition: How to Personalize and Automate the Experience for New Donors

#npEXPERTS | www.blackbaud.com/npexperts

Have Multiple Touch Points & Tactics

• Email • Website • Social media • Video •  Integrated offline activities

Page 14: Donor Acquisition: How to Personalize and Automate the Experience for New Donors

#npEXPERTS | www.blackbaud.com/npexperts

Target Audience

Timing & Automation

Story & Narrative

Theme & Concept

Focus: Donor Welcome Series

Page 15: Donor Acquisition: How to Personalize and Automate the Experience for New Donors

#npEXPERTS | www.blackbaud.com/npexperts

Concept

A series of welcome emails to new donors Focus is on stewardship & engagement

Donor Welcome Series

Page 16: Donor Acquisition: How to Personalize and Automate the Experience for New Donors

#npEXPERTS | www.blackbaud.com/npexperts

Target Audience

New online donors – could be brand new to org or prospects that converted *if importing into a system, do it ASAP so messages are timely

Donor Welcome Series

Page 17: Donor Acquisition: How to Personalize and Automate the Experience for New Donors

#npEXPERTS | www.blackbaud.com/npexperts

Story & Narrative

•  Heartfelt thank you •  Personal introduction to leadership •  Mission moment •  Engagement piece: Why us? •  Ways to get involved/learn more

Donor Welcome Series

Page 18: Donor Acquisition: How to Personalize and Automate the Experience for New Donors

#npEXPERTS | www.blackbaud.com/npexperts

Story & Narrative

Personal thank you

from leadership.

Why are they involved?

Message #1

Create a mission

moment with great stories & powerful

images.

Message #2

Engage the donor with a

survey asking for info & feedback

Message #3

Get involved: list 3 or 4 options.

Don’t make it cluttered!

Message #4

Donor Welcome Series

Page 19: Donor Acquisition: How to Personalize and Automate the Experience for New Donors

#npEXPERTS | www.blackbaud.com/npexperts

Timing & Automation

•  Make it automated: system refreshes & delivers •  Stay consistent: send same day every week •  Suppress group from other communications

Donor Welcome Series

Page 20: Donor Acquisition: How to Personalize and Automate the Experience for New Donors

#npEXPERTS | www.blackbaud.com/npexperts

Prospects that convert

Brand new donors to the organization

Sustained Giving (monthly) donors

Variations on the Donor WS

Page 21: Donor Acquisition: How to Personalize and Automate the Experience for New Donors

#npEXPERTS | www.blackbaud.com/npexperts

In Real Life

Page 22: Donor Acquisition: How to Personalize and Automate the Experience for New Donors

#npEXPERTS | www.blackbaud.com/npexperts

In Real Life

Page 23: Donor Acquisition: How to Personalize and Automate the Experience for New Donors

#npEXPERTS | www.blackbaud.com/npexperts

Create a Donor Journey

• Email • Website • Social Media • Video •  Integrated Offline

Page 24: Donor Acquisition: How to Personalize and Automate the Experience for New Donors

#npEXPERTS | www.blackbaud.com/npexperts

Questions?

www.blackbaud.com/npexperts