Prepare for the Holiday Giving Season Presented by : Tim - - PowerPoint PPT Presentation

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Prepare for the Holiday Giving Season Presented by : Tim - - PowerPoint PPT Presentation

Prepare for the Holiday Giving Season Presented by : Tim Sarrantonio, NeonCRM Matthew Montoya, Constant Contact Agenda Key topics: End of year giving basics #GivingTuesdays role in EOY Campaign Design - Email Appeals


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Prepare for the Holiday Giving Season

Presented by: Tim Sarrantonio, NeonCRM Matthew Montoya, Constant Contact

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Agenda

Key topics:

  • End of year giving basics
  • #GivingTuesday’s role in EOY
  • Campaign Design - Email Appeals
  • Campaign Design - Donation Pages
  • Retention and Stewardship
  • NeonCRM / Constant Contact Integration
  • Q&A
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About us

Tim Sarrantonio

Director of Business Development NeonCRM

Matt Montoya

Partner Enablement and Training Manager Constant Contact

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End of year giving

Why is it so important?

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Lots of donations

While creating your action plan, think about budget, scope, your team, and a comprehensive timeline + milestones.

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Multi-Channel

  • 92% of nonprofits use email
  • Personalize appeal by dusting off your merge skills

○ Include name, last gift amount + date, any other engagement

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Donor engagement

  • How are you going to follow-up with prospects?
  • How will you recognize and thank your donors?
  • Will you use donor events for outreach?
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What you say matters

53% of donors cite poor communication with the nonprofit as part of their decision to stop supporting an organization.

53%

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#GivingTuesday + end of year

Should you participate?

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What is #GivingTuesday?

November 27, 2018

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By the numbers

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So should you do it?

Pros

  • Global movement
  • Branding ready
  • Active community
  • Easy to join
  • Falls within high giving time
  • f the year
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So should you do it?

Pros

  • Global movement
  • Branding ready
  • Active community
  • Easy to join
  • Falls within high giving time
  • f the year

Cons

  • Still not universal
  • Can get lost in the noise
  • Yet another appeal to do
  • More strategy involved
  • Possibility of donor fatigue
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Preparing your email appeals

Let’s excite our donors

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Schedule ahead

For time-based communications, like a holiday giving campaign, we recommend sending a series of at least three emails

An Announcement

A Reminder Last Chance

Plot emails into your calendar

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Each email…

Know the audience Make it ridiculously easy Make it mobile Make it match Make it urgent Show where it went/goes Monitor

“Give me six hours to chop down a tree and I will spend the first four sharpening the axe. ” - Abraham Lincoln

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Personalize to increase giving

✓ Brings to the heart, the purpose of your email. ✓ WIIFM ✓ Makes problem/solution, theirs

11%…higher

  • pen rates.

27%…higher CLICK rates.

Hi Matt,
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Don’t “bury the lead”

The Email is not the message. It’s an “ad” for the message.

10 sec

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Successful design

Make sure to use social sharing tools Use your brand colors Communicate through pictures and make them clickable. No more than 3 images Less is more. Focus on relevant

  • content. 20 lines of text have

the highest click-through

  • rates. Keep obvious calls to

action to 3 or less. Keep key call-to-action above the scroll line and optimize your links. Make call to action easy to click on. Use buttons. USE AN MOBILE RESPONSIVE EMAIL TEMPLATE Be sure to personalize (if possible) the subject line, use “you” or “your” and use compelling teaser text Make sure you have a clear timely ask. Personalize your content.

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Appeal landing pages

Let’s get that money

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Key Items

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Key Items

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Retention and stewardship

Let’s keep that money

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Asking is not enough

THANK ASK R E P O R T

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Donor Surveys

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Track your effectiveness!

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Constant Contact + NeonCRM

Data integrations are key to success

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Thank you!

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Learn More

neon.constantcontact.com