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© Blue State Digital | Proprietary and Confidential © Blue State Digital | Proprietary and Confidential Your Guide to Kick-Ass Welcome Journeys May 2016 #kickasswelcomes 1

Your Guide to Kick-Ass Welcome Journeys - … › wpd-assets › bsd-agency › 2016 › 09 › ...© Blue State Digital | Proprietary and Confidential Email is ubiquitous. 107 trillion

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Page 1: Your Guide to Kick-Ass Welcome Journeys - … › wpd-assets › bsd-agency › 2016 › 09 › ...© Blue State Digital | Proprietary and Confidential Email is ubiquitous. 107 trillion

© Blue State Digital | Proprietary and Confidential© Blue State Digital | Proprietary and Confidential

Your Guide to Kick-Ass Welcome Journeys

May 2016#kickasswelcomes

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Page 2: Your Guide to Kick-Ass Welcome Journeys - … › wpd-assets › bsd-agency › 2016 › 09 › ...© Blue State Digital | Proprietary and Confidential Email is ubiquitous. 107 trillion

© Blue State Digital | Proprietary and Confidential© Blue State Digital | Proprietary and Confidential

Today, we’re going to talk about:1. A word about email… 2. Welcome journeys: the good, bad, and ugly 3. Mapping your welcome journey 4. Making it work in the BSD Tools

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Page 3: Your Guide to Kick-Ass Welcome Journeys - … › wpd-assets › bsd-agency › 2016 › 09 › ...© Blue State Digital | Proprietary and Confidential Email is ubiquitous. 107 trillion

© Blue State Digital | Proprietary and Confidential

1. My name is Ali Walker Davies

2. I’m from Blue State Digital

3. My favourite email to receive is

© Blue State Digital | Proprietary and Confidential 3

Page 4: Your Guide to Kick-Ass Welcome Journeys - … › wpd-assets › bsd-agency › 2016 › 09 › ...© Blue State Digital | Proprietary and Confidential Email is ubiquitous. 107 trillion

© Blue State Digital | Proprietary and Confidential© Blue State Digital | Proprietary and Confidential 4

2. A word about email

Page 5: Your Guide to Kick-Ass Welcome Journeys - … › wpd-assets › bsd-agency › 2016 › 09 › ...© Blue State Digital | Proprietary and Confidential Email is ubiquitous. 107 trillion

© Blue State Digital | Proprietary and Confidential

Email is ubiquitous.107 trillion emails sent per year

77% of people prefer to receive permission-based communications via email than any other channel.

© Blue State Digital | Proprietary and Confidential 5

A word about email

Page 6: Your Guide to Kick-Ass Welcome Journeys - … › wpd-assets › bsd-agency › 2016 › 09 › ...© Blue State Digital | Proprietary and Confidential Email is ubiquitous. 107 trillion

© Blue State Digital | Proprietary and Confidential

Email is still the most powerful tool for engaging your audience and driving action.

© Blue State Digital | Proprietary and Confidential 6

A word about email

Page 7: Your Guide to Kick-Ass Welcome Journeys - … › wpd-assets › bsd-agency › 2016 › 09 › ...© Blue State Digital | Proprietary and Confidential Email is ubiquitous. 107 trillion

© Blue State Digital | Proprietary and Confidential

More than just money.

Email can help you tell your story, craft your voice, and:

© Blue State Digital | Proprietary and Confidential 7

A word about email

Distribute compelling contentPromote and enhance online effortsDrive website trafficBuild relationshipsRespond to new developmentsClose the feedback loop

Page 8: Your Guide to Kick-Ass Welcome Journeys - … › wpd-assets › bsd-agency › 2016 › 09 › ...© Blue State Digital | Proprietary and Confidential Email is ubiquitous. 107 trillion

© Blue State Digital | Proprietary and Confidential© Blue State Digital | Proprietary and Confidential 8

A word about email

Every email always includes at least one action: unsubscribe. So give them something more productive to do

DONATE SIGN THE PETITION

POST ON FACEBOOK EMAIL YOUR REP

TAKE A SURVEY TWEET

POST A PHOTO SEND A CARD

ATTEND AN EVENT

WATCH A VIDEO

SHARE YOUR STORY

REGISTER TO VOTE

Page 9: Your Guide to Kick-Ass Welcome Journeys - … › wpd-assets › bsd-agency › 2016 › 09 › ...© Blue State Digital | Proprietary and Confidential Email is ubiquitous. 107 trillion

© Blue State Digital | Proprietary and Confidential

The relationship checklist:

© Blue State Digital | Proprietary and Confidential 9

A word about email

Get to know your list

Let them shape their experience

Be a good listener

Give them what they want

Page 10: Your Guide to Kick-Ass Welcome Journeys - … › wpd-assets › bsd-agency › 2016 › 09 › ...© Blue State Digital | Proprietary and Confidential Email is ubiquitous. 107 trillion

© Blue State Digital | Proprietary and Confidential

Learn as much about your list as you can.

The more you know, the more relevant your communications will be.

© Blue State Digital | Proprietary and Confidential 10

A word about email

● Contact info● Geography● Age● Donor history● Volunteer history● Preferred social

networks● Interests and issues

Page 11: Your Guide to Kick-Ass Welcome Journeys - … › wpd-assets › bsd-agency › 2016 › 09 › ...© Blue State Digital | Proprietary and Confidential Email is ubiquitous. 107 trillion

© Blue State Digital | Proprietary and Confidential© Blue State Digital | Proprietary and Confidential 11

A word about email

Page 12: Your Guide to Kick-Ass Welcome Journeys - … › wpd-assets › bsd-agency › 2016 › 09 › ...© Blue State Digital | Proprietary and Confidential Email is ubiquitous. 107 trillion

© Blue State Digital | Proprietary and Confidential

Actions and goals are what give your data meaning. Open rates and click rates mean nothing without the context of what you’re trying to achieve, and what success looks like.

© Blue State Digital | Proprietary and Confidential 12

A word about email

Page 13: Your Guide to Kick-Ass Welcome Journeys - … › wpd-assets › bsd-agency › 2016 › 09 › ...© Blue State Digital | Proprietary and Confidential Email is ubiquitous. 107 trillion

© Blue State Digital | Proprietary and Confidential

Before you ask supporters to take action, define your objectives.

If you can’t answer these questions, you shouldn’t send an email:

© Blue State Digital | Proprietary and Confidential 13

A word about email

What do you want to accomplish?

What can your list do to help you get there?

What do you want someone to do when they open this email?

Page 14: Your Guide to Kick-Ass Welcome Journeys - … › wpd-assets › bsd-agency › 2016 › 09 › ...© Blue State Digital | Proprietary and Confidential Email is ubiquitous. 107 trillion

© Blue State Digital | Proprietary and Confidential© Blue State Digital | Proprietary and Confidential 14

3. Why welcome journeys

Page 15: Your Guide to Kick-Ass Welcome Journeys - … › wpd-assets › bsd-agency › 2016 › 09 › ...© Blue State Digital | Proprietary and Confidential Email is ubiquitous. 107 trillion

© Blue State Digital | Proprietary and Confidential

What would you be happy to receive in a welcome journey?

Think about:• Any interesting welcomes you’ve had from other organisations, whether it’s

over email, via a membership pack, or something else.

© Blue State Digital | Proprietary and Confidential 15

The importance of a welcome

Page 16: Your Guide to Kick-Ass Welcome Journeys - … › wpd-assets › bsd-agency › 2016 › 09 › ...© Blue State Digital | Proprietary and Confidential Email is ubiquitous. 107 trillion

© Blue State Digital | Proprietary and Confidential

They set expectationsA welcome journey is your first chance to let people know what they’ll be receiving, and what they’ll be asked to do.

© Blue State Digital | Proprietary and Confidential 16

The importance of a welcome

Page 17: Your Guide to Kick-Ass Welcome Journeys - … › wpd-assets › bsd-agency › 2016 › 09 › ...© Blue State Digital | Proprietary and Confidential Email is ubiquitous. 107 trillion

© Blue State Digital | Proprietary and Confidential

They pull people inPeople will quickly decide whether to stay on your list or keep reading your emails based on how they respond to your welcome journeys.

© Blue State Digital | Proprietary and Confidential 17

The importance of a welcome

Page 18: Your Guide to Kick-Ass Welcome Journeys - … › wpd-assets › bsd-agency › 2016 › 09 › ...© Blue State Digital | Proprietary and Confidential Email is ubiquitous. 107 trillion

© Blue State Digital | Proprietary and Confidential© Blue State Digital | Proprietary and Confidential 18

The importance of a welcome

Page 19: Your Guide to Kick-Ass Welcome Journeys - … › wpd-assets › bsd-agency › 2016 › 09 › ...© Blue State Digital | Proprietary and Confidential Email is ubiquitous. 107 trillion

© Blue State Digital | Proprietary and Confidential

They showcase your personality. The tone of your welcome journey will give your audience a better understanding of the people and mindset behind the organisation.

© Blue State Digital | Proprietary and Confidential 19

The importance of a welcome

Page 20: Your Guide to Kick-Ass Welcome Journeys - … › wpd-assets › bsd-agency › 2016 › 09 › ...© Blue State Digital | Proprietary and Confidential Email is ubiquitous. 107 trillion

© Blue State Digital | Proprietary and Confidential

They introduce the organisation.It’s your first chance to give people an inside view of what your organisation does and why it’s important to support you.

© Blue State Digital | Proprietary and Confidential

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The importance of a welcome

Page 21: Your Guide to Kick-Ass Welcome Journeys - … › wpd-assets › bsd-agency › 2016 › 09 › ...© Blue State Digital | Proprietary and Confidential Email is ubiquitous. 107 trillion

© Blue State Digital | Proprietary and Confidential

Let’s look at what other organisations are doing...

© Blue State Digital | Proprietary and Confidential 21

Page 22: Your Guide to Kick-Ass Welcome Journeys - … › wpd-assets › bsd-agency › 2016 › 09 › ...© Blue State Digital | Proprietary and Confidential Email is ubiquitous. 107 trillion

© Blue State Digital | Proprietary and Confidential

The good...

© Blue State Digital | Proprietary and Confidential 22

Page 23: Your Guide to Kick-Ass Welcome Journeys - … › wpd-assets › bsd-agency › 2016 › 09 › ...© Blue State Digital | Proprietary and Confidential Email is ubiquitous. 107 trillion

© Blue State Digital | Proprietary and Confidential© Blue State Digital | Proprietary and Confidential

Shelter: Welcome journey

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Page 24: Your Guide to Kick-Ass Welcome Journeys - … › wpd-assets › bsd-agency › 2016 › 09 › ...© Blue State Digital | Proprietary and Confidential Email is ubiquitous. 107 trillion

© Blue State Digital | Proprietary and Confidential© Blue State Digital | Proprietary and Confidential

Chubbies Shorts: Welcome journey

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12 3

Page 25: Your Guide to Kick-Ass Welcome Journeys - … › wpd-assets › bsd-agency › 2016 › 09 › ...© Blue State Digital | Proprietary and Confidential Email is ubiquitous. 107 trillion

© Blue State Digital | Proprietary and Confidential

The ok...

© Blue State Digital | Proprietary and Confidential 25

Page 26: Your Guide to Kick-Ass Welcome Journeys - … › wpd-assets › bsd-agency › 2016 › 09 › ...© Blue State Digital | Proprietary and Confidential Email is ubiquitous. 107 trillion

© Blue State Digital | Proprietary and Confidential

Graze

© Blue State Digital | Proprietary and Confidential 26

Page 27: Your Guide to Kick-Ass Welcome Journeys - … › wpd-assets › bsd-agency › 2016 › 09 › ...© Blue State Digital | Proprietary and Confidential Email is ubiquitous. 107 trillion

© Blue State Digital | Proprietary and Confidential

Google+

© Blue State Digital | Proprietary and Confidential 27

Page 28: Your Guide to Kick-Ass Welcome Journeys - … › wpd-assets › bsd-agency › 2016 › 09 › ...© Blue State Digital | Proprietary and Confidential Email is ubiquitous. 107 trillion

© Blue State Digital | Proprietary and Confidential

The ugly

© Blue State Digital | Proprietary and Confidential 28

Page 29: Your Guide to Kick-Ass Welcome Journeys - … › wpd-assets › bsd-agency › 2016 › 09 › ...© Blue State Digital | Proprietary and Confidential Email is ubiquitous. 107 trillion

© Blue State Digital | Proprietary and Confidential

Yelp

© Blue State Digital | Proprietary and Confidential 29

Page 30: Your Guide to Kick-Ass Welcome Journeys - … › wpd-assets › bsd-agency › 2016 › 09 › ...© Blue State Digital | Proprietary and Confidential Email is ubiquitous. 107 trillion

© Blue State Digital | Proprietary and Confidential© Blue State Digital | Proprietary and Confidential 30

4. Mapping your welcome journey

Page 31: Your Guide to Kick-Ass Welcome Journeys - … › wpd-assets › bsd-agency › 2016 › 09 › ...© Blue State Digital | Proprietary and Confidential Email is ubiquitous. 107 trillion

© Blue State Digital | Proprietary and Confidential

Question: 1. What do you want new sign ups to know?Think about:• What’s the key information that the user needs to know?

Think about:• What actions you want them to take now.

• What actions you want them to take in the future.

• What you want them to feel, think and do when they see your emails, now and in the future.

© Blue State Digital | Proprietary and Confidential

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Mapping your welcome journey

Page 32: Your Guide to Kick-Ass Welcome Journeys - … › wpd-assets › bsd-agency › 2016 › 09 › ...© Blue State Digital | Proprietary and Confidential Email is ubiquitous. 107 trillion

© Blue State Digital | Proprietary and Confidential

2. What do you want new sign ups to feel?Think about:• What’s the emotional response you’re looking to create?

Think about:• What actions you want them to take now.

• What actions you want them to take in the future.

• What you want them to feel, think and do when they see your emails, now and in the future.

© Blue State Digital | Proprietary and Confidential

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Mapping your welcome journey

Page 33: Your Guide to Kick-Ass Welcome Journeys - … › wpd-assets › bsd-agency › 2016 › 09 › ...© Blue State Digital | Proprietary and Confidential Email is ubiquitous. 107 trillion

© Blue State Digital | Proprietary and Confidential

3. What do you want new sign ups to do?

Think about:• What’s the most valuable thing that a supporter can do for your organisation

right now, and in the future?

Think about:• What actions you want them to take now.

• What actions you want them to take in the future.

• What you want them to feel, think and do when they see your emails, now and in the future.

© Blue State Digital | Proprietary and Confidential

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Mapping your welcome journey

Page 34: Your Guide to Kick-Ass Welcome Journeys - … › wpd-assets › bsd-agency › 2016 › 09 › ...© Blue State Digital | Proprietary and Confidential Email is ubiquitous. 107 trillion

© Blue State Digital | Proprietary and Confidential

Let’s put that all together...

Think about:• What actions you want them to take now.

• What actions you want them to take in the future.

• What you want them to feel, think and do when they see your emails, now and in the future.

© Blue State Digital | Proprietary and Confidential

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Mapping your welcome journey

Page 35: Your Guide to Kick-Ass Welcome Journeys - … › wpd-assets › bsd-agency › 2016 › 09 › ...© Blue State Digital | Proprietary and Confidential Email is ubiquitous. 107 trillion

© Blue State Digital | Proprietary and Confidential© Blue State Digital | Proprietary and Confidential 35

Page 36: Your Guide to Kick-Ass Welcome Journeys - … › wpd-assets › bsd-agency › 2016 › 09 › ...© Blue State Digital | Proprietary and Confidential Email is ubiquitous. 107 trillion

© Blue State Digital | Proprietary and Confidential

Now, let’s head to the BSD Tools...

Page 37: Your Guide to Kick-Ass Welcome Journeys - … › wpd-assets › bsd-agency › 2016 › 09 › ...© Blue State Digital | Proprietary and Confidential Email is ubiquitous. 107 trillion

© Blue State Digital | Proprietary and Confidential© Blue State Digital | Proprietary and Confidential

Ask me anything.

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