Time is Magic
Modern Messaging for Nonprofits
Integrated eMessaging
SPEAKERS
Nathan Sprenger
Manager, Marketing &
Communications
National Council for Behavioral
Health
@nationalcouncil
nathans@thenationalcouncil.org
202.684.3740
Suzanne Carawan
Chief Marketing Officer
HighRoad Solution
@highroadsol
scarawan@highroadsolution.com
703.297.8480
Integrated eMessaging
Tripod Principles of Modern
Marketing
• Multi-channel
• Multi-touchpoint
• User-centric
Requires:
• Time
• Creativity
• Subject-Matter Expertise
Download Now
Integrated eMessaging
Major Trends
Member/
Donor
Database
Website Email &
Newsletters
Social Media Mobile
Add fields for
member-input
for preferences
Responsive Responsive Integrated with
other platforms
Integrated with
other platforms
Add fields to
store additional
member
preferences of
communication
channels
(CASL)
Creation of
Communication
Preference
Center Pages
Use of Transactional
Delivery Networks
Social loop
functionality to
track shares,
likes and
forwards
Use of email
campaigns to
drive mobile
adoption & alert
user as to content
available on
mobile
Store social
media profile
information
Creation of
Landing Pages
for Inbound Lead
Capture
(integrated
forms)
Automated, dynamic
newsletters based
on AMS & CMS
Centralization of
publishing,
monitoring &
measuring social
SMS messaging
Collection of
mobile numbers
for SMS
Tagged Content
and RSS feeds
Increased use of
call-to-action
buttons that resolve
Use in lieu of
websites
Integrated eMessaging
Major Trends
AMS Website Email/Newsletter
s
Social Media Mobile
Add fields for
member-input
for preferences
Responsive Responsive Integrated with
other platforms
Integrated with
other platforms
Add fields to
store additional
member
preferences of
communication
channels
(CASL)
Creation of
Communication
Preference
Center Pages
Use of Transactional
Delivery Networks
Social loop
functionality to
track shares,
likes and
forwards
Use of email
campaigns to
drive mobile
adoption & alert
user as to content
available on
mobile
Store social
media profile
information
Creation of
Landing Pages
for Inbound Lead
Capture
(integrated
forms)
Automated, dynamic
newsletters based
on AMS & CMS
Centralization of
publishing,
monitoring &
measuring social
SMS messaging
Collection of
mobile numbers
for SMS
Tagged Content
and RSS feeds
Increased use of
call-to-action
buttons that resolve
to landing pages
Use in lieu of
websites
Integrated eMessaging
Big Trend #1: Responsive Design
Integrated eMessaging
Big Trend #2: Preference Centers
• Language Preferences
• Sending Time Preferences
• Time Zone Preferences
• Zip Code Location
• Screen/Device-Independence
Integrated eMessaging
Big Trend #3: Better Use of Data
• Moving into using individual-level
specific data for targeting &
automated delivery
• Using multiple source systems for
content
• Using established tagging systems
across content
• User-dictated preference levels &
selections
• No staff involvement in production,
distribution or delivery
Integrated eMessaging
Big Trend #4: Tagging
Integrated eMessaging
Big Trend #5: Hyper-
Personalization
Integrated eMessaging
Big Trend #6: Integrated Systems
Integrated eMessaging
Big Trend #7: Transactional
Platform
Integrated eMessaging
Big Trend #8:
Redefined Email Infrastructure
Integrated eMessaging
Big Trend #9:
Marketing Power
• Integrated systems & automated emails
allow teams to:
– shift energy to being creative
– allow for strategic planning
– free up time to measure & refine
“Life’s too short for just email marketing”
Integrated eMessaging
Big Trend # 10:
User-Centric Design
• Let the user decide:
– The type/topics of content delivered
– Periodicity of delivery
– On which device to consume content
– How/When/If they want to further engage
National Council of
Behavioral Health’s Digital Program
Nathan Sprenger
Integrated eMessaging
National Council
• 2000+ organizational members
• 65,000 contacts in list
• 8,646 likes on Facebook
• 9341 followers on Twitter
Integrated eMessaging
Digital Landscape
• Blog
• Email
• Social Media
(Facebook, Twitter, YouTube, Pinterest,
Google+, LinkedIn)
• Website (WordPress)
• Videos
• Infographics
Integrated eMessaging
Email Portfolio
• Healthcare Legislation Alerts & CTAs:
what percentage is this in terms of overall?
• Event Marketing (webinar, annual meeting,
live meetings)
• Product Marketing
• Practice Improvement Groups (learning
communities)
• Lead Generation for Consulting Services
Integrated eMessaging
Focus on Conversion
• Track click-throughs & opens
• Creating dynamic lists (microlists) based
on behavior and automatically sending
follow-up messages
• Stable & mature email program:
– 12-15% open rates
– Higher open rates for niche target microlists
Integrated eMessaging
Segmentation
• 4 Ways:
– By Project/Program
– By Interest Group
– By Region/Geography (for policy matters)
– By Members
Integrated eMessaging
Role of Social Media
• Use to Increase Brand Awareness
• Promote sign up for webinars and
newsletters
• Sign up widget on websites
Integrated eMessaging
Integrated eMessaging
Role of Mobile
• Converted most emails to mobile-friendly
– (can you comment on how you prioritized
which to “mobilize”)
• Starting to track who’s on mobile and what
platform (note: where national council is
and what’s on the horizon)
Integrated eMessaging
Operational Processes
• Email Calendar
• Scheduled Newsletter
• Ad Hoc Policy
Integrated eMessaging
Innovation for Operational
Efficiency
• Weekly Policy Newsletter
– Post stories in Wordpress blog-based website
– Create RSS feed of stories that’s consumed
automatically by email template & tagging
– Email template populated
– Add additional stories and automatically
deliver to recipients
– Add Google Analytics to WordPress site to
track conversions from email posts
Integrated eMessaging
Integrated eMessaging
Electronic Retailing
Association
Case Study
Integrated eMessaging
(Event Registration Platform)
(AMS
)
(CMS
)
(Target
Audience)
(Email
Engine)
Integrated eMessaging
1) Tag Website Content
Blog
Post
Integrated eMessaging
2) Match Content to
Attendee Status, Badge
Type, Membership,
Acquisition or Retention
Email
3) Schedule date to
appear in Newsletter
Integrated eMessaging
4) Deliver Content
Automatically in
Responsive Email to
Drive Better Results
American Society of
Association Executives
Case Study
Integrated eMessaging
Hyper-Personalization
Integrated eMessaging
“Intelligent” Consolidation
Integrated eMessaging
Member Portal
Integrated eMessaging
Preference Center
Integrated eMessaging
AMS Taxonomy
Integrated eMessaging
Integrated Systems (CMS)
Integrated eMessaging
Transactional Platform
Integrated eMessaging
Member 1
Integrated eMessaging
Member 1
Integrated eMessaging
Member 2
Integrated eMessaging
Member 2
Integrated eMessaging
Responsive
Trends in Action
New Jersey Society of CPAs
Integrated eMessaging
NJSCPA’s Problem
• 15,000 individual members
• 1,800,000 emails per year
• 6 e-newsletters; dozens of stand-alone
emails
• Emails were not responsive
• No brand continuity
• TOO MANY EMAILS!
Integrated eMessaging
The Solution
• Rebrand
• Consolidate several e-newsletters
• Deliver customized content in a single
e-newsletter based on each member’s
demographics and interests
Integrated eMessaging
Previous Look
Integrated eMessaging
The Result
• Launched May 8
• Sent to 15,200 people
– 23% open rate. No complaints!
• Flexible platform
• Dual purpose
– Recruitment tool
Integrated eMessaging
Integrated eMessaging
Responsive
Integrated eMessaging
Recap of Top Trends
1) Responsive
2) Preference Centers
3) Better Use of AMS Data
4) Tagging
5) Hyper-Personalization
6) Integrated Systems
7) Transactional Delivery Networks
8) Redefined Email Infrastructure
9) Marketing Power
10)User-Centric Design
Integrated eMessaging
SPEAKERS
Nathan Sprenger
Manager, Marketing &
Communications
National Council for Behavioral
Health
nathans@thenationalcouncil.org
202.684.3740
Suzanne Carawan
Chief Marketing Officer
HighRoad Solution
scarawan@highroadsolution.com
703.297.8480

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Time is Magic: Modern Messaging for Non-Profits

Editor's Notes

  • #5: There’s a lot going on in eMessaging! Here are the top trends that we’re seeing
  • #6: Can’t focus on everything today so we’re going to focus on what’s highlighted in yellow. We’ll talk about each at a high level and then showcase the trend through case study
  • #15: We’re in the business of empowering the communicators to communicate and get technology out of the way as a blocking point/point of frustration!
  • #31: Pull together separate systems to take advantage of data? Data tells us so much about our attendees. Right content to the right people (at the right time – not quite yet!). BlueHornet as the centerpiece. Pull reg data from eShow into BlueHornet daily – appends individual record Pull content from Drupal (D2C event blog) with tags Send message based on reg status, attendee type, membership, Moxie Awards Gala, AAP Upgrade campaign
  • #32: Blog posts on homepage Content front and center
  • #33: Each blog post has these fields Marketing team determines who gets what message depending on attendee status, badge type, attendee/exhibitor, member/non-member, acquisition or retention emails AND date
  • #49: The New Jersey Society of CPAs is an individual member association with 15,000 members – consisting of CPAs, CPA candidates and college accounting students. We send approximately 1,800,000 email messages per year – which averages 120 messages per member per year = 10 messages per month = approx. one email every other work day. Way too much!! We also have too many email vehicles: Six email newsletters – two for all members and four for specific segments of members. In addition, we sent dozens of stand-alone emails per month to promote our events and services. With one exception, the emails were not responsively designed, leaving our mobile users with a less-than-desirable experience. Plus, we went through a rebranding last year, and the emails have not been updated to reflect that branding.
  • #50: The desired solution was to consolidate several of the e-newsletters into a new, responsively designed, customizable publication. We didn’t know how we were going to pull it off until we saw a presentation by HighRoad last fall where they discussed a customized e-newsletter they were working on for ASAE. We knew we needed to be the next customer in line!
  • #52: We launched Pulse on May 8. It was sent to 15,200 people. The open rate of 23% is a little below what E-NEWS used to get. However, because it is a new publication, we did run into some blocking issues with members’ spam filters. Now that we’ve worked those issues out, we expect the next issue on May 22 to have a higher deliverability and open rate. We all know that members don’t rush out to compliment you on a program or service, so I was not expecting that. I consider the launch a success because we didn’t receive any complaints! We are super happy with the flexible platform we worked with HighRoad to develop. We are able to deliver customized content to each member, and we can even tailor how we present something based on member criteria. For instance, we can promote our annual convention to members in public practice one way and to young professionals another way. We also look forward to Pulse being a recruitment tool. E-NEWS was a members-only publication. But Pulse is open for anyone to subscribe to. We will be adjusting our member recruitment efforts to be a softer sell. Instead of immediately asking them to join the association, we’re going to invite them to subscribe to Pulse. We can then include recruitment messaging in Pulse, targeted specifically at nonmember CPAs. So, want to see what it looks like?
  • #53: (Jump out to the full samples of the publication) The first section, Featured News, is for the most important professional news and information. The second section, Society News, is for NJSCPA programs and services. Next we have a banner ad spot. Then there’s More News. These for additional items that didn’t make the cut for the Featured News or Society News sections. After that is the Events section, followed by Talk – a section that we use to highlight social media content, conversations from our online community, live chat Q&As, etc. And last is the Jobs section. This is the only section that is not customized, since we have no way of knowing which members are looking for a job and what type of job they are seeking. So everyone gets the 8 most recently posted jobs.