Let's Get Social! Attract and Retain Your Donors with an Integrated Online Strategy
Presenter:
Angela Hill
President and Creative Director, INCITRIO
Program Description:
In today’s marketing environment, “social media” has become an all-encompassing buzzword that excites and terrifies professionals everywhere. What is it exactly? Why do I need it? And, most importantly, what exactly can social media do for me without eating up all of my valuable time?
In this workshop, Angela Hill from Incitrio will teach you the basics of social media as well as share cutting edge techniques to help you kick-start your online marketing campaign. Listen to non-profit case studies, large and small, to discover fascinating ways your peers are using social media to leverage their internal teams. Learn how to create your own social media plan that is scalable and attainable. Discover best practices for training your staff and volunteers to communicate online. Discuss how social media can leverage and augment your existing content. And, lastly, use social media as a powerful tool to manage ongoing donor relationships, engage your volunteers and attract new funding.
What Attendees Will Learn:
o Social Media - terminology, tactics and tools
o Best practices case studies from small and large non-profit organizations
o How to create your own social media plan
o Best practices for training staff/volunteers to communicate online
o How to leverage existing content across multiple platforms to create “buzz”
o Tips for managing ongoing donor relationships, volunteer engagement and fundraising online
About the Presenter
Angela Hill is the President and Creative Director of Incitrio, a boutique graphic design and branding agency. Incitrio specializes in brand strategy and brand implementation via design for print, design for web, and fully integrated marketing campaigns.
Since 1992, Ms. Hill has worked in the graphic design, branding and marketing industry within in-house agencies, advertising, marketing, and design firms in St. Louis, San Francisco, and San Diego. In 2008, she received the YWCA’s TWIN Award. The Tribute to Women of Influence (TWIN) Awards Program honors not only women who demonstrate excellence and top leadership within their companies, but also the companies that employ these women.
Ms. Hill has experience creating and implementing brand strategy for organizations located throughout the world. Prior to starting her current firm, Ms. Hill’s national clients included: Hallmark, Williams Sonoma, Mars Candy, Energizer, Ford, Intel, Pepsi, Foster Farms, Sega, Merrill Lynch, Visa, and PG&E.
Ms. Hill currently provides brand analysis, strategy and implementation to such corporations as: 3ECompany, The American Council on Exercise, Barney&Barney, Capstone, California Center for Sustainable Energy, Claritas (a division of Nielsen), Open Energy, Marsh, Nanogen, and the Veterinary Specialty Hospital.
Chicago Medical Malpractice Lawyer Chicago Medical Malpractice Lawyer.pdf
Incitrio > AFPSD Luncheon, August 2009
1. Let’s get social!
How to attract and retain your donors
with an integrated online strategy
ASSOCIATION FOR FUNDRAISING PROFESSIONALS
SAN DIEGO > AUGUST 2009
incitrio | 10951 sorrento valley road, suite 2c | san diego, california, usa 92121 | tel: 858.202.1822 | web: incitrio.com
2. An Introduction to Incitrio.
Since 1992, I have been offering marketing and design
solutions to global clients such as:
Hallmark, Williams Sonoma, Energizer, Mars Candy,
Ford, Merrill Lynch, Visa, Sun Microsystems, PG&E,
Maersk, Intel, Pepsi, Sega, Foster Farms, Invitrogen,
Taylor Guitars and Jabra.
Incitrio was founded in 2004 to service the branding,
print design, web design and online marketing needs
for businesses everywhere: B2B, B2C and non-profit.
3. Our Branding Process
Integrity + Authenticity in Branding = TRUST
INTERNAL BRANDING
EXTERNAL BRANDING
BRANDING ANALYSIS
STRATEGY AND DESIGN
RESULTS FOR CLIENT
4. External Branding
Today, we’re going to focus on Social Media.
BROCHURES
WEBSITE
NEWSLETTERS
EXTERNAL
SOCIAL MEDIA BRANDING
PR
ONLINE MARKETING
5. Social Media
An online tool for engaging your donor base.
ONLINE PRESENCE
OPTIMIZING EXPERIENCE
ONLINE MARKETING
SOCIAL MEDIA
ADDING VALUE
ENGAGING DONORS
LEVERAGING CONTENT
7. Assessment
Look at your online marketing components individually.
Branding Marketing
Skin, Bones, The Dress
& Muscle
Advertising
Design Hair
Facial Structure Make-up
Body Shape Accessories
8. Assessment
If one is weak, the others will fail. Strengthen equally.
Branding Marketing
Core Values SEO, PPC,
Blog content
Design
Look&Feel of: Advertising
Website, Banner Ads,
Email Newsletter, YouTube,
Blog, etc. Flickr, etc.
9. Website / ACR Model
ACR = Acquire, Convert, Retain (Your Donors)
ONLINE PRESENCE
OPTIMIZING EXPERIENCE
ONLINE MARKETING
SOCIAL MEDIA
ADDING VALUE
ENGAGING DONORS
LEVERAGING CONTENT
10. Acquisition
Acquisition = Attraction
How do you attract the right prospective donors to you?
Options:
Website Design (Z/F Patterns)
Blogs (Wordpress.com)
Search Engine Optimization (SEO)
Pay Per Click (PPC via Google Adwords)
Newsletters, Print & Email (Blue Hornet.com)
E-brochures, Interactive PDF files (ebrochures.com)
11. Conversion
Conversion = Creating a Relationship
How do you convert prospective donors into paying donors?
Options:
Website Design (User Experience, Call to Action)
Online Member & Event Registration (WildApricot.com or Eventbrite.com)
RSS Feeds (Feedburner.com)
Social Bookmarking (AddThis Toolbar)
Media Sharing (Flickr.com, YouTube.com
Affiliate Marketing (Amazon.com Affiliate Program)
12. Retention
Retention = Maintaining a Relationship
How do you strengthen and enhance your donor’s experience?
Options:
Website Design (E-commerce, Donor/Sponsor Directory)
Social Communication (Twitter, Facebook)
Online Discussion Forum (Ning.com)
Presentation Sharing (SlideShare.com)
File Sharing (Box.net)
Online Classroom Management (Engrade.com)
Elearning Tools (Wiziq.com)
13. User Experience Design
Enhance user experience with web design for “Z” or “F” patterns.
Claritas.com
» Scientific studies show
website viewers look at your
content in a “Z” or “F”
pattern.
» Make sure your critical
elements are placed
correctly.
» Search, Call to Action,
Alternative Navigation, etc.
14. Blogs: Off Domain
Wordpress.com offers a free blogging service that is easy to setup.
» Blogs are organizational diaries
that enable you to communicate
what’s new at your organization
and provide a face or personality to
go with the logo
» They are a great way to engage
donors and encourage dialogue in
an authentic way
» Also, make sure you integrate your
blog on domain (within your URL)
for the SEO benefits
» Incitrio.wordpress.com = blog off
domain, SEO benefits go to
wordpress not my organization
15. Blogs: On Domain
It’s critically vital that your blog is hosted on domain within your url to get
maximum SEO benefit. Example: www.incitrio.com/blog
16. Blogs: On Domain & Customized
If you’re more ambitious, you can create a customized blog that integrates
social media functionality. http://www.nature.org/
17. Blogs: On Domain & Customized
Social media functionality: Photos-Flickr, Video-YouTube, etc.
http://www.nature.org/
18. SEO vs. PPC
Search Engine Optimization vs Pay Per Click
ONLINE PRESENCE
OPTIMIZING EXPERIENCE
ONLINE MARKETING
SOCIAL MEDIA
ADDING VALUE
ENGAGING DONORS
LEVERAGING CONTENT
19. Pay Per Click
Pay Per Click is a paid way to increase web traffic.
» Top 3 rows on yellow and
right column are Pay Per
Click aka PPC ads
» These organizations have
paid to be at the top and
pay money to Google
Adwords every time
someone clicks on their
blue link.
20. Search Engine Optimization
Search Engine Optimization is a free way to increase web traffic.
» Search Engine Optimization
aka SEO occurs when your
site is optimized for a
specific keyword
» The first listing starts with
www.atriskyouthprograms.co
m - they are the most
optimized for the search
terms: “programs for at risk
youth”
» Users are 80% more likely
to click on on SEO link
21. Meta Tags
Optimizing your “meta tags” is the fastest way to get results.
» Meta Title = top line
» Meta Description = first
paragraph
» Meta Keywords = not
shown, but it is in your
source code
» This is how the Googlebot
finds your site and decides
how to rank you.
22. Source Code
First, you need to view your source code to do an assessment.
» Go to the top menu bar of
your browser (Explorer,
Safari or Firefox)
» Click the View tab, then
select View Source
» Next, a screen will pop up
and you will get a text doc
full of html info that has your
meta info inside it.
23. Source Code Sample
Here is an example of what source code looks like.
» <meta name="description" content="ElderHelp of San Diego is a non-profit organization
comprised of professionals and community volunteers committed to offering quality social services
that help seniors live independently in their own homes.">
» <title>Elder Help of San Diego - Senior assistance by helping seniors with safe living conditions,
home cleaning, transportation and companionship</title>
» <meta name="keywords" content="Elderhelp of San Diego,elder,elder care san diego,elder
care,senior social services,senior,elderly,senior citizens services,senior citizens care,senior
care,senior citizens,senior transportation,senior education programs,elder health advice,elder
homeowner,rental assistance,home share,shopping assistance,home delivered meals,home
delivered meal,delivered meals,delivered meal,senior citizens classes,senior citizens class,elder
information,elder informations,elder referral,elder referrals,elder residential facilities,counseling
services,safety services,safety network services,volunteer,volunteers,senior volunteer
opportunities,elder volunteer services,senior services">
24. Meta Title
How do you optimize your “meta title” in your source code?
» Evaluate your current SEO
Meta Title.
» Copy and paste it into Word
for a character count.
» Your SEO Meta Title should
only be 60 characters with
spaces, everything else
doesn’t show or add value
25. Meta Title
How do you rewrite your “meta title” for optimization?
» BEFORE
Elder Help of San Diego - Senior assistance by helping seniors
with safe living conditions, home cleaning, transportation and companionship
(139 characters)
» AFTER
Helping Seniors Thrive at Home | ElderHelp of San Diego
(55 characters)
26. Meta Description
How do you optimize your “meta description” in your source code?
» Evaluate your current SEO
Meta Description.
» Copy and paste it into Word
for a character count.
» Your SEO Meta Description
should only be 150
characters with spaces,
everything else doesn’t
show or add value
27. Meta Description
How do you rewrite your “meta description” for optimization?
» BEFORE
ElderHelp of San Diego is a non-profit organization comprised
of professionals and community volunteers committed to offering
quality social services that
help seniors live independently in their own homes.
(206 characters)
» AFTER
We help seniors live longer, happier, healthier lives in their own home.
ElderHelp is your resource for quality senior care at free or low cost rates.
(150 characters)
28. Meta Keywords
How do you optimize your “meta keywords” in your source code?
» Evaluate your current SEO
Meta Keywords.
» Copy and paste into Word
for evaluation
» You can’t see them, but the
Googlebot can
» Your SEO Meta Keywords
should have 1 primary
keyword and 3-5 secondary
keywords, everything else
doesn’t show or add value
29. Meta Keywords
How do you rewrite your “meta keywords” for optimization?
» BEFORE
Elderhelp of San Diego,elder,elder care san diego,elder care,senior social
services,senior,elderly,senior citizens services,senior citizens care,senior care,senior
citizens,senior transportation,senior education programs,elder health advice,elder
homeowner,rental assistance,home share,shopping assistance,home delivered
meals,home delivered meal,delivered meals,delivered meal,senior citizens
classes,senior citizens class,elder information,elder informations,elder referral,elder
referrals,elder residential facilities,counseling services,safety services,safety network
services,volunteer,volunteers,senior volunteer opportunities,elder volunteer
services,senior services (36 keywords)
» AFTER
Primary: ElderHelp of San Diego
Secondary: Elder Help of San Diego, San Diego ElderHelp, San Diego Elder Help
(4 keywords = 1 primary + 3 secondary, variations of first word)
30. Online Interactive Content
Tools that enable you to communicate authentically.
ONLINE PRESENCE
OPTIMIZING EXPERIENCE
ONLINE MARKETING
SOCIAL MEDIA
ADDING VALUE
ENGAGING DONORS
LEVERAGING CONTENT
31. Email vs. Print Newsletters
Email Newsletters vs Print Newsletters
» Email Newsletters typically have a flat fee on a per month and per
usage basis
» Deliver the same content, but save the expense of printing and
mailing
» Incitrio uses BlueHornet.com for its clients.
» Strong reporting mechanism that enables you to track: sends, opens
and click-thrus.
32. Email vs. Print Newsletters
Email Newsletters vs Print Newsletters
» Make sure your provider is CAN SPAM compliant - meaning they
don’t allow their users to send to paid or bought lists.
» If they are, then their servers will be “white listed” as opposed to
“black listed.”
» This will guarantee that your emails go through 100% of the time as
opposed to 50% of the time.
» The more emails go through, the higher your acquisition and
conversion rates will be.
» Never, ever share your list with anyone else - it’s poor form and
against the law.
33. Email Newsletters
Personalization is a great way to increase value.
AdvertisingAge.com
Email Newsletter
•Segment Audience
•Segment Content
•Dynamic Elements
•Variable Data Details
By segmenting your audience,
you can create relevant content
that varies by donor size,
volunteer, or other specification.
34. Ebrochures
Ebrochures.com offers a free service for making your current
print newsletter PDF file into an interactive PDF online.
http://mea.org/voice/2009April/4199813C55D9904CB394140C519AFCC6/index.html
35. Defining the Donor Experience
Tools that enable you to demonstrate integrity.
ONLINE PRESENCE
OPTIMIZING EXPERIENCE
ONLINE MARKETING
SOCIAL MEDIA
ADDING VALUE
ENGAGING DONORS
LEVERAGING CONTENT
36. User Experience Design
Define your call to action and initiate conversion.
GreatSchools.net
• Promote special items
• Personal welcome
• Search functionality
• Segment content
• Sign up for newsletter
37. Event Registration
Eventbrite.com offers a free event registration tool.
Eventbrite.com
• Free, easy to setup
and customizable
•Promote items via
social tools: Email,
Facebook, Twitter,
Linkedin, MySpace,
Digg, deli.ici.us, Reddit
38. Donor & Event Management
WildApricot.com offers a low cost donor mgmt tool.
WildApricot.com
•Donor Registration
•Event Registration
•Email Newsletter
•Discussion Forum
•Online Donations
•Sponsor Directories
•$50/mo for 500 person
membership
39. Really Simple Syndication (RSS)
Feedburner.com offers a free tool for subscribing to RSS feeds.
Feeds are a way for websites large and small to distribute their content
well beyond just visitors using browsers.
Feeds permit subscription to regular updates, delivered automatically
via a web portal, news reader, or in some cases good old email.
Feeds also make it possible for site content to be packaged into
"widgets," "gadgets," mobile devices, and other bite-sized
technologies that make it possible to display blogs, podcasts, and
major news/sports/weather/whatever headlines just about anywhere.
41. Leveraging Content for Efficiency
Tools that enable you to communicate clearly.
ONLINE PRESENCE
OPTIMIZING EXPERIENCE
ONLINE MARKETING
SOCIAL MEDIA
ADDING VALUE
ENGAGING DONORS
LEVERAGING CONTENT
42. Media Sharing: Flickr
Flickr.com is a great way to enhance the donor experience with
photos from recent events. www.flickr.com/photos/idahoea/
44. Media Sharing: YouTube
YouTube.com is a great way to enhance the donor experience with
videos on timely topics. http://www.youtube.com/watch?v=OfDAaqlSdlk
45. Media Sharing: YouTube
Creating a branded YouTube channel is free for non profits.
http://www.youtube.com/user/mtacommunications
46. Media Sharing: YouTube
In order to have a branded channel, you need to apply online to their
Non Profit program. http://www.youtube.com/nonprofits
47. Media Sharing: YouTube
There are great online tutorials for how to setup your own branded
channel and leverage existing content.
http://www.charityhowto.com/video_info.php?vid=16&gclid=COiQrNOjkJwCFRlcagodxlcJZA
48. Media: Creating Emotional Assets
Telling patient stories (clients served stories) create that
human/emotional element is necessary to building a
relationship with your online donor base.
http://www.sandiegobloodbank.org/donating_blood/saving_lives/
50. E-commerce: Website Revenue
Adding an e-commerce or shopping cart component is a great way
to sell branded items and increase your organization’s revenue.
http://www.shopzoo.com/index.php?main_page=product_info&cPath=9_10_31&products_id=1475276
51. Creating a Social Community
Tools that enable you to communicate clearly.
ONLINE PRESENCE
OPTIMIZING EXPERIENCE
ONLINE MARKETING
SOCIAL MEDIA
ADDING VALUE
ENGAGING DONORS
LEVERAGING CONTENT
52. Twitter: Setup
Setup a twitter.com account to engage your donors in real-time.
» Twitter is a micro blog
» You’re limited to 140
characters, so it’s an easy
and fun way to engage with
your audience
53. Twitter: Branded Account
Create a branded profile to leverage your brand equity.
» Use Twitter to engage different
audiences
» Talk about issues that are
important to you
» Discuss upcoming events or
showcase articles/blog postings
» Create a personal relationship
on behalf of your organization
54. Twitter: Personal Branding
You’ll be surprised just how many of your donors and fellow non profit
organizations are already on there!
Scott Silverman, ED, Second Chance http://twitter.com/scotthsilverman
55. Facebook: Causes Page
Link your twitter account to your Facebook.com group account for real-time
updates. Start a dialogue going with your donors around important issues.
Encourage online donations and run campaigns. http://apps.facebook.com/causes/58794
56. Facebook: Setup Causes Page
Setting up your Causes Page is free and easy to do.
http://www.causes.com/partners/partners/new
57. Ning: Social Network
Ning.com is yet another free online discussion forum for creating, customizing and
sharing a social network with your donors. http://mdnonprofithelp.ning.com/
58. Creating the Donor 2.0 Experience
Tools that enable you to communicate clearly.
ONLINE PRESENCE
OPTIMIZING EXPERIENCE
ONLINE MARKETING
SOCIAL MEDIA
ADDING VALUE
ENGAGING DONORS
LEVERAGING CONTENT
59. Leverage Content: SlideShare
SlideShare.com is a free tool for sharing presentations online.
http://www.slideshare.net/khuntermintz/alabama-science-teachers-association-conference-2008-presentation
63. The POST Strategy
The “secret” to creating an integrated online plan.
OBJECTIVES
PEOPLE
STRATEGY
SOCIAL MEDIA
TECHNOLOGY
64. POST Strategy: People
The “secret” to creating an integrated online plan.
OBJECTIVES
PEOPLE
STRATEGY
SOCIAL MEDIA
TECHNOLOGY
65. POST: People
Assess your target audiences social activites:
» Do your donors have a Facebook account?
» Are your volunteers active on Flickr?
» Can you reach the right media contacts thru Twitter?
» Will you have compelling content of the demographic
you serve to post on YouTube?
» Are there safety or privacy issues around images/content
of the people you serve?
» Would a corporate donor read your Blog?
66. POST: People
Assess your operational infrastructure:
» Can you have “man/woman” hours to dedicate to social
media implementation?
» Will you need to spend money for setup?
» What is the learning curve for your assigned person?
» Can that person write up a plan?
» Who should be involved? (ED, campaign mgr, volunteer
coordinator, board members, etc.)
67. POST Strategy: Objectives
The “secret” to creating an integrated online plan.
OBJECTIVES
PEOPLE
STRATEGY
SOCIAL MEDIA
TECHNOLOGY
68. POST: Objectives
What you seek to accomplish (conversion point):
» Increase # of donors
» Improve quality of donors
» Enlarge size of donation
» Attract more volunteers
» Generate free press for organization
» Reach out to targets you serve
» Partner with other organizations
» Find foundation or grant money
69. POST Strategy: Strategy
The “secret” to creating an integrated online plan.
OBJECTIVES
PEOPLE
STRATEGY
SOCIAL MEDIA
TECHNOLOGY
70. POST: Strategy
Plan how relationships will change (retention plan):
Once you’ve converted (elicited a donation), how will
you keep those members coming back?
» Blog - stay abreast of latest updates
» Facebook - donor community to celebrate wins (great for
walk-a-thons or competitive fundraising)
» Twitter - real-time updates regarding acheivements
71. POST Strategy: Technology
The “secret” to creating an integrated online plan.
OBJECTIVES
PEOPLE
STRATEGY
SOCIAL MEDIA
TECHNOLOGY
72. POST: Technology
Picking the right social media platforms:
» Blogs - require updates 2-3 times per week of 300 word
entries
» Facebook - require daily updates and links to other tools
» Twitter - real-time daily updates regarding acheivements
» Ning - requires weekly updates, posts and moderating
of the community and their comments
73. The PIDM Method
The “secret” to implementing an integrated online plan.
IMPLEMENTATION
PROCESS
DISCIPLINE
SOCIAL MEDIA
MEASUREMENT
74. PIDM Method: Process
The “secret” to implementing an integrated online plan.
IMPLEMENTATION
PROCESS
DISCIPLINE
SOCIAL MEDIA
MEASUREMENT
75. PIDM: Process
Once you’ve selected your social vehicles, next
develop a plan or process around them.
» Selection of social media tools
» Frequency of content
» Delegation of content creation
» Language for communication (Consider: terms, privacy
policy, legal liability, security, etc.)
» Succession planning - Who will take over when the
intern leaves and we need to manage ourselves? Is
there a volunteer who can help?
» Document all items in a Process Binder (legacy)
76. PIDM Method: Implementation
The “secret” to implementing an integrated online plan.
IMPLEMENTATION
PROCESS
DISCIPLINE
SOCIAL MEDIA
MEASUREMENT
77. PIDM: Implementation
Once you’ve created your plan and process, now it’s
time to prep for implementation. It’s critical that your
site converts well before you start driving traffic.
» Look at your Google Analytics - bounce rate less than
40%, long page time, what content is most interesting
» Prominent donate button and phone #?
» Online donation processing?
» Fix SEO meta tags
» Boost content around topics that are of most interest
78. PIDM: Implementation
Once you’ve created your plan and process, now it’s
time to prep for implementation. Examine what
assets you already have that you can leverage.
» Annual Report in PDF format for download
» Case Studies or White Papers online
» Resource Center for Donor FAQs
» Photos from most recent fundraiser
» Video testimonials from donors or clients
» Scrub your email database to make sure contact emails
are still valid
79. PIDM: Implementation
Create a schedule for implementation roll out.
» Website - analytics, SEO, redesign, content boost
» Email Newsletters - email database, request permission
to send to audience, can-spam compliant
» Blog - work with programmer to integrate on domain, put
into primary nav with text link along bottom nav
» Facebook - leverage database to encourage online
connections and support, experiment with a campaign
» Twitter - promote activities across all channels
80. PIDM Method: Discipline
The “secret” to implementing an integrated online plan.
IMPLEMENTATION
PROCESS
DISCIPLINE
SOCIAL MEDIA
MEASUREMENT
81. PIDM: Discipline
Create a schedule for maintenance and discipline.
» Website - 2-3 weeks prep time
» Email Newsletters - 2-3 weeks prep time, send weekly or
bi-weekly (organize all content to maximize)
» Blog - 1-2 weeks prep time, 3-5 hours weekly
» Facebook - 1 day prep time, 1 hour daily
» Twitter - 1 day prep time, 1 hour daily (can sync Twitter
with other applications like Facebook)
82. PIDM Method: Measurement
The “secret” to implementing an integrated online plan.
IMPLEMENTATION
PROCESS
DISCIPLINE
SOCIAL MEDIA
MEASUREMENT
83. PIDM: Measurement
Develop a plan for measuring effectiveness.
» Website - Google Analytics
Goal: decrease bounce rate, increase time on site,
increase monetary donations
» Email Newsletters - Email Dashboard
Goal: increase open rate, increase click-thrus, increase
monetary donations
» Blog - Technorati, Digg, Delicious, StumbleUpon
Goal: increase blog ranking, increase diggs per article,
increase monetary donations, increase PR or “buzz”
84. PIDM: Measurement
When in doubt, there is a great tool for measuring your
site’s SEO effectiveness. www.websitegrader.com
85. Thank You!
Now it’s time to start implementing. Have fun!
Angela Hill, President & Creative Director
email: angela@incitrio.com
tel: 858.202.1822
website: www.incitrio.com
linkedin: www.linkedin/in/incitrio
twitter: @incitrio
Today’s Presentation
blog: www.incitrio.com/blog