how to become a teamraiser jedi master
TRANSCRIPT
10/7/2013 #bbcon 1
How to become a TeamRaiser Jedi Master
PRESENTED BY:
CHRIS CAIN, BLACKBAUD
DEEPA KARANI, BLACKBAUD
10/7/2013 #bbcon 2
YODA COULD NOT JOIN US TODAY…BUT…
10/7/2013 #bbcon 3
TODAY’S JEDI TRAINING WILL COVER
• Fundamentals of Peer to Peer Jedi Code
- Executive Summary of the Key Findings from Blackbaud’s 2013 Peer to Peer (P2P)
Event Benchmark Study
• Enhancements to the TeamRaiser Force
- Discussion of recent solution enhancements to TeamRaiser that makes it stronger
than ever before
• Jedi Master Testimonials
- Hear from 2 TeamRaiser experts
- Open mic (or lightsaber if you brought one)
• Jedi Toolkit
- Resources and future trainings to keep in
mind to ensure your P2P Jedi knowledge
stays current
10/7/2013 #bbcon 4
THE FUNDAMENTALS OF
THE PEER TO PEER
FUNDRAISING JEDI CODE
10/7/2013 Blackbaud Confidential 5
BENCHMARKING REPORT: FRAMEWORK
METHODOLOGY Team
Raiser &
Friends
Asking
Friends
P2P Fundraising Solutions
1,275 Organizations
28K Events
~$1 B In
revenue
Key
Factoids
Download the study at
www.blackbaud.com/p2pbenchmark.
10/7/2013 #bbcon 6
KEY FINDING #1:
MORE PARTICIPANTS ARE REGISTERING
2010 – 2011 Median Change
10/7/2013 #bbcon 7
KEY FINDING #2:
EVENTS ARE RAISING MORE MONEY ONLINE
2010 – 2011 Median Change
14.3%
12.3%
10.3%
14.9%
10/7/2013 #bbcon 8
KEY FINDING #3:
PARTICIPANTS ARE MULTI-CHANNEL COMMUNICATORS
While number of emails sent were down, online fundraising was up!
Participants are using truly multi-channel fundraisers.
10/7/2013 #bbcon 9
KEY FINDING #4:
AVERAGE GIFT AMOUNT IS GROWING
10/7/2013 #bbcon 10
KEY FINDING #5:
RETURNING PARTICIPANTS RAISE MORE VS. NEW
PARTICIPANTS
10/7/2013 #bbcon 11
KEY FINDING #6:
DO-IT-YOURSELF (DIY) FUNDRAISING IS HOT Peer-to-Peer Fundraising, DIY Fundraising, Independent Fundraising
Events, Marathon Fundraising, Crowdfunding, Virtual Events….
10/7/2013 #bbcon 12
ADDITIONAL PERFORMANCE INDICATORS
THAT DRIVE REVENUE IN TEAMRAISER
Behavior
Fundraising Average*
Non-Self Donor $69
Self Donor $508
Page Not Updated $31
Page Updated $205
0 Emails Sent $52
1-9 Emails Sent $231
10+ Emails Sent $541
*Sample data from one P2P campaign
10/7/2013 #bbcon 13
THE P2P FUNDRAISING JEDI CODE
Activate multichannel
communications & fundraising
strategies
Make your donor & participant
experience intuitive
Make it rewarding and intuitive for
returning indiv & team participants
10/7/2013 #bbcon 14
THE P2P FUNDRAISING JEDI CODE
Be thoughtful about growing and/or
starting a DIY fundraising strategy
Drive messaging around select
performance behaviors that drive $
for your event
10/7/2013 #bbcon 15
RECENT ENHANCEMENTS TO
THE TEAMRAISER FORCE
10/7/2013 #bbcon 16
• Integrating Jedi Code (best practices) for fundraising
• Improving the Admin experience
- event management and configuration updates
- reporting/database updates
RECENT FEATURES AND ENHANCEMENTS
EVERYONE SHOULD KNOW ABOUT!
10/7/2013 #bbcon 17
• Responsive Design – TeamRaiser pages that render correctly on all
devices
FUNDRAISING BEST PRACTICES
10/7/2013 #bbcon 18
FUNDRAISING BEST PRACTICES
10/7/2013 #bbcon 19
• Returning participation enhancements and empowering participants
- Login Page at Front of the Registration Flow
FUNDRAISING BEST PRACTICES
10/7/2013 #bbcon 20
• Returning participation enhancements and empowering participants
- Bring Back Team Prompt For Returning Participants
FUNDRAISING BEST PRACTICES
10/7/2013 #bbcon 21
• Returning participation enhancements and empowering participants
- Self-Service PC2 Team Options
FUNDRAISING BEST PRACTICES
10/7/2013 #bbcon 22
• Event management and configuration updates
IMPROVING THE ADMIN EXPERIENCE
10/7/2013 #bbcon 23
• Event management and configuration updates
- Blueprint Question Revisions
IMPROVING THE ADMIN EXPERIENCE
10/7/2013 #bbcon 24
• Event management and configuration updates
- TeamRaiser Sponsorship Logos
IMPROVING THE ADMIN EXPERIENCE
10/7/2013 #bbcon 25
• Event management and configuration updates
- Gift confirmation via upload
IMPROVING THE ADMIN EXPERIENCE
10/7/2013 #bbcon 26
• Event management and configuration updates
- Participant Information Updates via Response Uploads
IMPROVING THE ADMIN EXPERIENCE
10/7/2013 #bbcon 27
• Event management and configuration updates
- company gifts as unconfirmed/confirmed
IMPROVING THE ADMIN EXPERIENCE
10/7/2013 #bbcon 28
• Event management and configuration updates
- multi-locale organizations (coaching email filters, event options)
IMPROVING THE ADMIN EXPERIENCE
10/7/2013 #bbcon 29
• Reporting/database updates
- new columns in reports (Performance by Events & by Security Category)
IMPROVING THE ADMIN EXPERIENCE
10/7/2013 #bbcon 30
• Reporting/database updates
- Team Notes
IMPROVING THE ADMIN EXPERIENCE
10/7/2013 #bbcon 31
• Additional Functionality in Event Management Center & Event Manager Groups
IMPROVING THE ADMIN EXPERIENCE
10/7/2013 #bbcon 32
JEDI MASTER TESTIMONIAL
Noel Beebe
Associate Director, Constituent Events
Alzheimer’s Association
10/7/2013 #bbcon 33
TESTIMONIAL: ALZHEIMER’S ASSOCIATION
Multi-Channel fundraisers raise 4x more than other fundraisers
- Online – promote updating personal page, sending email
- Offline – promote asking in person, hosting events
- Social – promote Walk on Facebook with ads and FB page, promote
Social Sharing and Boundless Fundraising
Engagement with Team Captains and Returning Participants
- Conditional Content
- Extra Messaging
- Returning Teams
- Personal Outreach & Appreciation Events
Responsive (Mobile-friendly) design
- Over 30% of our users access the site via mobile or tablet
- Responsive registration in 2013
- Entire responsive site in 2014
10/7/2013 #bbcon 34
MULTI-CHANNEL FUNDRAISERS
10/7/2013 #bbcon 35
MULTI-CHANNEL FUNDRAISERS
10/7/2013 #bbcon 36
TESTIMONIAL: ALZHEIMER’S ASSOCIATION
Multi-Channel fundraisers raise 4x more than other fundraisers
- Online – promote updating personal page, sending email
- Offline – promote asking in person, hosting events
- Social – promote Walk on Facebook with ads and FB page, promote
Social Sharing and Boundless Fundraising
Engagement with Team Captains and Returning Participants
- Conditional Content
- Extra Messaging
- Returning Teams
- Personal Outreach & Appreciation Events
Responsive (Mobile-friendly) design
- Over 30% of our users access the site via mobile or tablet
- Responsive registration in 2013
- Entire responsive site in 2014
10/7/2013 #bbcon 37
ENGAGING TEAM CAPTAINS &
RETURNING USERS
10/7/2013 #bbcon 38
ENGAGING TEAM CAPTAINS &
RETURNING USERS
10/7/2013 #bbcon 39
ENGAGING TEAM CAPTAINS &
RETURNING USERS
10/7/2013 #bbcon 40
TESTIMONIAL: ALZHEIMER’S ASSOCIATION
Multi-Channel fundraisers raise 4x more than other fundraisers
- Online – promote updating personal page, sending email
- Offline – promote asking in person, hosting events
- Social – promote Walk on Facebook with ads and FB page, promote
Social Sharing and Boundless Fundraising
Engagement with Team Captains and Returning Participants
- Conditional Content
- Extra Messaging
- Returning Teams
- Personal Outreach & Appreciation Events
Responsive (Mobile-friendly) design
- Over 30% of our users access the site via mobile or tablet
- Responsive registration in 2013
- Entire responsive site in 2014
- Also use apps for registered participants
10/7/2013 #bbcon 41
RESPONSIVE DESIGN
10/7/2013 #bbcon 42
JEDI MASTER TESTIMONIAL
Duanyelle West
Director, Application Support
10/7/2013 #bbcon 43
NATIONAL MS SOCIETY
DO IT YOURSELF FUNDRAISING
2008 market data across all non-profits surveyed:
• $300 million was raised in the US through independent fundraising
events
2011 market data across all non-profits surveyed:
• Considerable DIY growth year over year:
Revenue + 235%
Participation + 218%
Donors + 195%
Opportunity
Provide customized online peer-to-peer fundraising experiences that
match personal interests and passion
10/7/2013 #bbcon 44
NATIONAL MS SOCIETY
DO IT YOURSELF FUNDRAISING
Solution
• Engaged with Blackbaud Strategic Services to develop a campaign
• Use TeamRaiser configuration that included the first ever use of
“blueprinting” for the organization
• The Society NMSS asked Blackbaud to lead the way so we could learn
from their industry partners’ best practices; enabling an immediate
impact
10/7/2013 #bbcon 45
NATIONAL MS SOCIETY
DO IT YOURSELF FUNDRAISING
Results
• Set a first year goal of $300K and raised more than $1.8 million
online in first year
• Increased constituent fundraising average from $500 to $6300 with
the inclusion of online tools in one Chapter
• Launched a national campaign on 45 TeamRaisers with one
consistent brand all on the same day.
• 2011: Society raised $3.5 million exclusive of events credited to
signature events (Bike MS and Walk MS)
• 2013: 1600 unique DIY activities – 60% increase over 2012
There are over 1400 supporters of organizers (for example Sue
joining John’s bowling tourney)
10/7/2013 #bbcon 46
10/7/2013 #bbcon 47
NATIONAL MS SOCIETY
DO IT YOURSELF FUNDRAISING
10/7/2013 #bbcon 48
NATIONAL MS SOCIETY
DO IT YOURSELF FUNDRAISING
Endurance event focused Do It Yourself online fundraising
Use the TeamRaiser blueprint functionality
Provide the same online tools and user experience
Launch is scheduled for December 2013
10/7/2013 #bbcon 49
JEDI TOOLKIT
10/7/2013 #bbcon 50
P2P BOOT CAMP IS BACK!
CLASSES START NOVEMBER 5TH
Learn more boot camp and sign up today
at http://www.blackbaud.com/bootcamp!
10/7/2013 #bbcon 51
TEAMRAISER INFORMATION CENTER
http://community.convio.com/t5/TeamRaiser/ct-p/TeamRaiser_InfoCenter
10/7/2013 #bbcon 52
TEAMRAISER COMMUNITY
10/7/2013 #bbcon 53
LUMINATE ONLINE LEARN CENTER
10/7/2013 #bbcon 54
TEAMRAISER API DIRECTORY
http://open.convio.com/api/#teamraiser_api
10/7/2013 #bbcon 55
NPENGAGE.COM
10/7/2013 #bbcon 56
NPEXPERTS: FUNDRAISING IDEAS AND
MARKETING INSIGHTS FOR NONPROFITS
Connect with supporters, activate donors,
and raise money online.
Nonprofit experts share their extensive
knowledge and expertise in:
• Online marketing and fundraising
• Email communication
• Social media
• Mobile engagement
• and much more!
Download the npEXPERTS eBook and
register for free webinars at
www.blackbaud.com/npEXPERTS
10/7/2013 #bbcon 57
Thank you for attending
our session!
Please share your
feedback and keep the
dialogue going in the
TeamRaiser Community!
Please contact us at:
#BBCON Download the presentation now at
http://www.slideshare.net/deepakarani7/how-to-
become-a-teamraiser-jedi-master-bbcon-2013.