Build Better Relationships With Your Constituents Turn Your - - PowerPoint PPT Presentation

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Build Better Relationships With Your Constituents Turn Your - - PowerPoint PPT Presentation

Constituent Management Alternative Build Better Relationships With Your Constituents Turn Your Spreadsheets into Usable Data A Strategy to Effectively Organize, Manage, Track, Engage & Connect Presented by: Amy Gibbs Design Guru /


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Build Better Relationships With Your Constituents

Turn Your Spreadsheets into Usable Data – A Strategy to Effectively Organize, Manage, Track, Engage & Connect Constituent Management Alternative Presented by: Amy Gibbs Design Guru / Senior Web Developer @ AgoraNet

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Who is AgoraNet?

 A full-service web & mobile development agency  Proud partner & preferred website vendor for Kids' Chance of America  We have worked with 21 state chapters and counting

 Create brand new or overhaul existing website  Event registration options  Online scholarship application options  File management / document storage options  Accept online donations/payments  Website maintenance

Email: sales@agora-net.com Phone: 302-224-2475 Website: www.agora-net.com

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Who Are Your Constituents?

 Board Members

  • Past, present, possible future

 Students

  • PFF referrals, scholarship applicants, scholarship recipients, past recipients

 Event Participants

  • Attendees, sponsors, volunteers

 Partners / Sponsors / Donors

  • Various levels of monetary support

 Others?

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Challenges You Face With Constituents

 Contact data spread out in various tools  Lose contact data as board/committee members leave/rotate  Need a way to track statuses of students and report to KCOA  Struggle to keep track of donors, partners, sponsors  Want to send professional looking emails  May recognize that tailored messages get better results  Limited time  Limited budget  Others?

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Constituent Management

 What is a Constituent Relationship Management (CRM)

 Technology that helps organizations aggregate, organize, and analyze contact info

to better manage relationships with constituents

 What does a CRM System Do?

 CRM systems serve as a hub for organizing and making sense of valuable audience

data and insights, providing all the tools needed to collect and manage information about people who are important to your organization.

 Why is CRM an important tool for a Non-Profit?

 It provides a key way for nonprofits to track their relationships with donors and

  • ther constituents through recording past involvement and basic donor data,

helping plan tailored outreach strategies, and giving organizations insights with robust reporting.

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Top Nonprofit CRM Software Features

 Comprehensive constituent profiles  Donation processing  List segmentation  Email automation  Data reporting  There are tons (145+) of different CRM providers out there, each with slightly

different strengths ranging in complexity, cost, etc. But what if you want to harness the best features of a Nonprofit CRM Software without the hassle, complexity - sometimes steep learning-curve of an enterprise level software, and the costs that go along with it?

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A Constituent Management Alternative

 User-friendly & easy to learn  Extensive knowledge base & help documentation  Easy to get started and it’s free*  Cloud-based, so it’s accessible from anywhere  Team members can collaborate  Easily organize & store contact data  Create beautiful, branded emails that make you look like a pro  Searchable history of all sent messages * 2,000 or fewer contacts and up to 12,000 emails per month

MailChimp for Nonprofits – much more than an email marketing platform

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Technical Criteria - Why We Recommend MailChimp to Nonprofits

 It integrates with WordPress to easily collect website submissions.  It gives you actionable data and reports.  You can make emails and add content without knowing code.  It doesn’t cost extra to use modern and responsive designs.  You can schedule emails to go out at a later time and date.  There is no extra fee for email automation, like a welcome or thank you series.  You can A/B test content, images or subject lines.  It’s easy to organize and keep your list clean.  You can organize your list in different groups or segments.  You can preview, test and get feedback from people before sending emails.  There’s a nonprofit discount in addition to a free plan.

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Using MailChimp to Effectively Manage, Track & Connect With Your Students

 Track the status of a student’s journey through your program

 Easily report to KCOA on the status of a PFF referral

 Save Time! Setup automated emails:

 A “welcome” email with “how to apply for scholarship” instructions  Schedule email reminders about important deadlines

 Easily sort and send tailored messages to target groups:

 Reach out to all past applicants to encourage them to apply again  Reach out to all current recipients to invite them to an event  Keep in touch with all past recipients

 Reuse email templates from year to year

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Using MailChimp to Effectively Manage, Track & Connect With Your Donors

 Track a donor’s history with your organization  Save Time! Setup automated emails:

 A “thank you” email  Schedule email reminders about upcoming sponsor opportunities/events

 Easily sort and send tailored messages to target groups:

 Previous vs prospective sponsors  Event vs annual sponsors

 Reuse email templates from year to year  Track the response to emails (open rates, etc.)

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Using MailChimp to Effectively Manage, Track & Connect With Your Event Participants

 Track the status of a contact’s history with your organization  Send a customized “after-event / thank you” email to all attendees  Set up a “welcome” email series to educate and familiarize new contacts

with your organization, goals, etc.

 Easily send a “join us at our next event” email to all past event attendees  Reuse email templates from year to year  Track the response to emails (open rates, etc.)  Setup email reminders to automatically go out

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Using MailChimp to Effectively Manage, Track & Connect With Your Board Members

 Track the status of a board member and history with your organization  Easily send emails to all past board members keeping them up-to-date on

  • rganization’s progress

 Reuse email templates from year to year  Track the response to emails (open rates, etc.)  Setup email reminders to automatically go out

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How To Get Started With MailChimp

 Sign up for MailChimp - https://mailchimp.com  Compile & organize contacts  Determine organizational categories (aka “tags”)  Import / add contacts  Create email template(s)  Optimize your account  Determine your communication strategy for each type of constituent  Make use of automation & email scheduling  Review reports

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Need help with this?

AgoraNet offers the following consulting services:

Optimize your MailChimp setup

Setup organization based email account(s)

Authenticate domain to avoid being flagged as spam

Data organization

Formatting of import file & importing contacts

Design professional/branded email templates & campaigns

Integrate WordPress web forms with MailChimp to automatically add contacts

Convert Simple PayPal Donation Buttons

Create sponsor form(s)

Create event registration form(s)

Create scholarship form(s)

Communication strategy & email content development

Setup email automation & scheduling

Personalized MailChimp training

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Questions?

Email: sales@agora-net.com Phone: 302-224-2475 Website: www.agora-net.com Presentation, resources and our service offerings can be downloaded: www.agora-net.com/kcoa/