Best Practices for Fundraising in Luminate Online PRESENTED BY HJC

10 Small Changes to Make a Big Impact

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How many of you are using Email Interests in Luminate Online?

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Email Interests Building Close Relationships Managing Opt-outs

List Attrition Risks Member Benefits

Upcoming Events

Healthy Eating Tips

Latest News ✖

Linking Email Interests to Campaigns

Campaign

Setting up Email Interests

Constituent360, open interests page.

Click the ‘Create a New Interest Category’ link.

Define the interest name, security, level and type.

Determine opt-in / opt-out settings.

Click ‘Save’.

Where to find ‘Email Interests’?

Setting up Interests

How do I find out what my constituents are interested in?

Surveys / Forms User Profiles Opt-outs

Sign-up Forms

Use to personalize e.g. to say “Welcome John Doe”

Use to conditionalize “ e.g to display a link to gift service center when it is a monthly donor and a link to the monthly donation form when not

Use to insert Components like the receipt request component

Use to link to different Convio pages

When setting up a member center •  Create a version for logged in users •  Create a version for logged out users •  Provide links to the member center on your

website + emails + set up an easy url so you can verbally share the link

•  Start simple and build up functionality

How many of you are using Surveys in Luminate Online?

Surveys

A Good Supporter Survey Should: ü Collect demographic information ü Collect information on giving potential and interests ü Collect information on first interest and interaction with

your charity ü Find legacy bequests ü Collect information on communication preferences ü  Integrate back into your CRM for future marketing

opportunities & segmentation ü Help you build profiles / personas

New Supporter Welcome

Incentivize

Case Study: Sick Kids Foundation Supporter survey sent out to: •  Collect demographic

information •  Collect information on giving

interests •  Find legacy bequests •  Identify communication

preferences. •  Much More!

Case Study: Sick Kids Foundation

•  Survey: – Sent to 57,400 donors – 3 key segments:

Monthly, Active & Lapsed

– Shared budgeting! – Linked to records

30-50%

Open

4-6% CTR

Setting up a query

Embed Survey on PageBuilder

Embed Survey on PageBuilder

List Acquisition

Acquisition Results •  Advertising to drive online viewers to Global Peace

Initiative homepage and sign up for newsletter •  Within 6 weeks almost 1000 new sign ups •  2 part welcome series sent to new sign ups and

then looped into ongoing monthly eUpdates •  First 6 months 0% unsubscribe, avg open rage for

eUpdates 21.7%, avg Clickthrough 6.2%

How many of you are using Premiums or Incentives in Luminate Online?

Set-up in ecommerce

Associate with a donation level

Use extra ‘stuff’ to lift average gift •  Look at your direct mail program:

•  Calendars •  Greeting cards •  Premiums

•  Look at your events: •  T-shirts •  Hats •  Merchandise •  Corporate sponsor

•  Look at your programs: •  Decals •  Recipe books •  Magazines

Calendar Premium Case Study

Premiums Work •  FREE calendar with purchase of $70 or greater

•  in 2012, option to purchase up to 4 additional calendars for $20 each (but no more, and only if min. $70 was reached in their cart)

•  Calendars could be sent with printed cards, if ecard or pdf card was selected we just mailed the calendar to the recipient

•  In 2013, we had 153 instances of this premium upsell of 689 purchases (22% uptake)

•  In 2012, we had 73 instances of this premium upsell of 521 purchases (14% uptake); we also sold an additional 21 calendars ($420 revenue)

How many of you are using Dynamic Gift Arrays in Luminate Online?

Dynamic Gift Arrays

Use Promo Codes to Sync Gift Arrays to DM

URL shortcuts

URL shortcuts

URL shortcuts

Source coding URLS •  See where your gifts are coming from, assess

your campaigns •  Track offline/online/external links •  Render different content for different people •  Works for TeamRaiser, donations, surveys,

eCommerce, Advocacy, Personal Fundraising •  See results in donation reports or interaction

reports

Results •  $250,000 raised online – 100% increase from

last year •  $100,000 raised from mail recipients •  TV ads/ radio ads running at the same time. Set

up adwords and raise $50,000 from that.

Giveaway

How many of you are customizing your Participant Center in TeamRaiser?

Participation Center Banner

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Participant Center Banner

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Link to your website goes here. Image link goes here.

Participant Center Banner

<a href="http://www.websitehomepage.com" title="Go back to Website"><img src=“imagelinkgoeshere.png" width="922px" /></a>

HTML Code:

Participant Centre Features

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Fully optimize the HTML content block

•  Add images / buttons •  Update frequently with important news •  Populate dynamic content based on

group membership or participant type •  Fundraising tips / tricks

Custom Centre

How many of you are using Coaching Emails in TeamRaiser?

Coaching Emails

•  Keeps them engaged and focused on fundraising

•  Create the experience for participants •  Technology will not do all the work for

you!

2014-10-07

Coaching emails are ongoing communications to registered participants

Coaching Emails

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Coaching Emails - Parameters

Focus on Team Captains & $0 Fundraisers First!

Ideas! – Calls to Action Examples of such call-to-action statements include: •  Take 10 to send 10! (Take 10 mins to send 10 emails) •  Spread the Word! (Share a mission-related message with 5

people… i.e. warning signs for heart attack/stroke) •  Fundraising Tips and Ideas •  Onboarding – customize your fundraising page / upload a video •  Import your address book in 3 easy steps

Hold drawings on a recurring basis that coincide with those calls-to-actions, so there is an incentive for your fundraisers to follow-through. For example, ‘For all those who send 10 or more emails today, will be entered into a drawing to win a gift card for a free tank of gas!’

Ideas! •  Oh, you are sooooo close’ email •  Important day-of event information •  Managing offline gifts tips •  Team Captain motivational messaging •  Reminders of Important Event Updates & Incentives •  Weekly Fundraising Challenges •  Engagement/Education Features •  Interactive Elements (polls, tell-a-friends, tweets) •  Participant Training Tips •  Stories of Impact •  Stories from Past Participants •  Recognition of Participants •  Fundraising Goal Reminders

•  Other ideas?

How many of you receive calls from confused participants trying to join or form a team?

Join/Form a Team

Join/Form a Team

•  Problem: We are confusing our user. •  Solution: Have page title update based on what

the user has selected. •  Steps:

•  Find your TeamRasier, click edit. •  Insert code in HTML on Join/Form a Team Page <style>

#title_container {display:none;} /*Hi title before change*/ </style>   <script type="text/javascript"> //Customize the "Join or form a team" title according to sign up option    window.onload = function() {     var title = document.getElementById('title_container');     if (document.location.href.indexOf('fr_tm_opt=new') > -1) {     title.innerHTML='Create a New Team';   } else {     title.innerHTML='Join a Team';   }   title.style.display="block"; } </script>

Join/Form a Team

Join/Form a Team

Join/Form a Team Let’s Test:

Join/Form a Team

How many of you gets tons of calls from confused participants trying to register for your event?

Registration Page

Registration Page

Registration Page •  Problem: We want to use clear and simple

calls to action (i.e. Register Now) but there isn’t a TeamRaiser Page designed for that.

•  Solution: Let’s create a new “Step 1”

Registration Page

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How many of you are making it easy for event participants to share their page on social?

Add-This Widget

AddThis Widget

Add This Widget

Add-This Widget

Addthis.com has a simple social media share solution that can be added to any of your pages.

1.  Create a free account. 2.  Follow their easy steps.

Add-This Widget

How many of you customize your ‘Thank You’ pages?

Don’t use the default!

Easy to edit

Thank You Pages

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Thank You Pages

Thank You Pages

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Don’t forget to complete a session survey! Each completed survey enters you into a drawing to win a complimentary registration to bbcon 2015 in Austin, Texas*. *Blackbaud reserves the right to change or withdraw this promotion at any time, without advance notice. Promotion has no cash value and may not be exchanged, applied to, or combined with any other offer.

Are you pumped up and ready to go?