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Social Change Anytime Everywhere:
                 Best Practices to Build a
               Multichannel Campaign Plan

            Amy Sample Ward & Allyson Kapin

                    February 27, 2013


A Service
   Of:                          Sponsored by:
INTEGRATED PLANNING
            Advising nonprofits in:        www.synthesispartnership.com
            • Strategy
            • Planning                                    (617) 969-1881
            • Organizational Development   info@synthesispartnership.com


A Service
   Of:                                            Sponsored by:
Affordable collaborative data
             management in the cloud.

A Service
   Of:                        Sponsored by:
Today’s Speakers




                  Amy Sample Ward                  Allyson Kapin
                     Membership Director             Co-Founder
             NTEN - Nonprofit Technology Network    Rad Campaign

Assisting with chat questions:                                                       Hosting:
Jamie Maloney, Nonprofit Webinars                            Sam Frank, Synthesis Partnership

A Service
   Of:                                              Sponsored by:
Best
                        Practices to
                        Build a
                        Multichannel
                        Campaign
                        Plan


@AmyRSWard   SocialChangeAnytimeEverywhere.com
Why is “multichannel” so
           important?




@AmyRSWard   SocialChangeAnytimeEverywhere.com
Your Supporters Are Superheroes




 @AmyRSWard   SocialChangeAnytimeEverywhere.com
Your Supporters Are Superheroes




 @AmyRSWard   SocialChangeAnytimeEverywhere.com
Your Supporters Are Superheroes




 @AmyRSWard   SocialChangeAnytimeEverywhere.com
Help Them Save the Day




@AmyRSWard   SocialChangeAnytimeEverywhere.com
Reach Them Wherever They Are




@AmyRSWard   SocialChangeAnytimeEverywhere.com
Reach Them Wherever They Are




@AmyRSWard   SocialChangeAnytimeEverywhere.com
Reach Them Wherever They Are




@AmyRSWard   SocialChangeAnytimeEverywhere.com
Reach Them Wherever They Are




@AmyRSWard   SocialChangeAnytimeEverywhere.com
Mobile Facts to Know

    Fact: 5.2 Billion Mobile Accounts Worldwide
    Fact: 1 in 2 Mobile U.S. Subscribers Own a Smartphone




@AmyRSWard           SocialChangeAnytimeEverywhere.com
Mobile Facts to Know




@AmyRSWard   SocialChangeAnytimeEverywhere.com
Social Media Facts to Know
Fact: Americans spend 25% of their time online on social networks.




@AmyRSWard                SocialChangeAnytimeEverywhere.com
What to consider before
   creating your multichannel
         campaign plan?




@AmyRSWard   SocialChangeAnytimeEverywhere.com
Focus on Shared Goals




@AmyRSWard   SocialChangeAnytimeEverywhere.com
Focus on Shared Goals

Identify Hot Topics:
• How did you become aware of
  our work?
• Which of our
  programs/services/campaigns
  are you most interested in?
• Would you like more information
  about any of our
  programs/services/campaigns
  to share with your friends and
  family?
• What aspects of our work are
  you least interested in?
• What do you think we should
  focus on together in the coming
  year?
      @AmyRSWard                  SocialChangeAnytimeEverywhere.com
Design for Distribution

                   • First occupy camp started in New
                     York City.

                   • People posted and re-shared
                     information about issues, actions,
                     and personal stories on Twitter and
                     Tumblr, live-streamed video on
                     Vimeo, and shared pictures on their
                     mobile phones.




@AmyRSWard    SocialChangeAnytimeEverywhere.com
Design for Distribution




@AmyRSWard    SocialChangeAnytimeEverywhere.com
Cross-Channel Promotion



Oxfam’s Use of
QR Codes
For A Benefit Auction




    @AmyRSWard          SocialChangeAnytimeEverywhere.com
8 Steps to create a
 multichannel campaign plan.




@AmyRSWard   SocialChangeAnytimeEverywhere.com
Creating A Multichannel Campaign
       1. Identify Short-Term And Long-Term Goals.




Solving World Hunger?          Raising $25K to support local soup
                               kitchen to distribute 300 meals to
              NO!              homeless people in DC in Dec.?
                                                 YES!
   @AmyRSWard           SocialChangeAnytimeEverywhere.com
Creating a Multichannel Campaign
Example: What goals will we achieve by raising $25,000 for the local soup
kitchen?”

Goal One: To illustrate that homelessness has risen 25% in our city over the last
year, resulting in a rising demand for our free meals and job training services. We
want donors to understand that every night there are lines of hundreds of hungry
people outside of our door waiting for a hot meal.

Goal Two: For every $50 donated, 25 homeless people will get a nutritious dinner
for one week at our soup kitchen, beginning next week.

Goal Three: For every $25 donated, our soup kitchen will provide computer-
training classes to 10 people homeless people we are serving for one month.

Goal Four: To tell the personal story of a soup kitchen volunteer who has
benefitted from eating regularly at our soup kitchen and participating in our job-
training program.


     @AmyRSWard                   SocialChangeAnytimeEverywhere.com
Creating a Multichannel Campaign
                      2. Identify Your Target




Do you have an advocacy target?    Who are you supporters? Are they:
                                   • College students
                                   • Parents of toddlers
                                   • Environmentalists
                                   • Insert your supporters here
     @AmyRSWard             SocialChangeAnytimeEverywhere.com
Creating a Multichannel Campaign
3. Craft Your Core Message And Define The Messaging Hook




    @AmyRSWard        SocialChangeAnytimeEverywhere.com
Creating a Multichannel Campaign
    4. What Actions Do You Want People Take?




 @AmyRSWard       SocialChangeAnytimeEverywhere.com
Creating a Multichannel Campaign
     5. Understand How Your Supporters Think




 @AmyRSWard        SocialChangeAnytimeEverywhere.com
Creating a Multichannel Campaign
 6. How Do Your Target Audiences Prefer To Get Info?




                                         •   Direct Mail
                                         •   Email
                                         •   Texting
                                         •   Social Media




  @AmyRSWard         SocialChangeAnytimeEverywhere.com
Creating a Multichannel Campaign
              7. Setup A Campaign Calendar
  • Email appeals and graphics.
  • Welcome series for new donors.
  • Website donation landing pages, graphical callout boxes,
    and homepage hijacks.
  • Direct Mail, Telemarketing, Advertising (on and offline) etc.
  • Social media strategies and messaging.
  • Text-to-give messaging if appropriate.
  • Fun interactives that don’t ask donors for money.
  • A/B testing which is to analyze two different versions of a
    webpage, appeal, or message to see which is more
    effective.
  • Segmenting for various channels
  • Thank you messages and fundraising campaign updates.

 @AmyRSWard               SocialChangeAnytimeEverywhere.com
Creating a Multichannel Campaign
8. How Will You Reach People In Online Communities?




                                        • Niche blogs
                                        • Facebook/LinkedIn
                                          Groups
                                        • Online networks like
                                          Care2 or Change.org




  @AmyRSWard        SocialChangeAnytimeEverywhere.com
What to consider for
 rolling out your multichannel
        campaign plan?




@AmyRSWard   SocialChangeAnytimeEverywhere.com
Roll-Out A Multichannel Campaign
      Launch Your Email Series

  Email 1: Tell the story of the overall campaign, lay out the
  campaign goals and the impact donors can expect to see
  from their action.

  Email 2: Update people on the campaign’s progress. Remind
  people of the story you shared in the previous appeal.
  Reinforce the message that you still need their help to make
  an impact and meet the campaign goals.

  Email 3: The final message is another update and one last
  ask for help to truly make that tangible impact and meet your
  goals.


 @AmyRSWard               SocialChangeAnytimeEverywhere.com
Roll-Out a Multichannel Campaign

      • Follow Your Campaign Calendar

      • Tailor Messaging To Each Channel

      • Segment Your List

      • Conduct A/B Testing

      • Promote Your Campaign

      • Measure the Results




 @AmyRSWard           SocialChangeAnytimeEverywhere.com
Do It Wrong Quickly

• Focus on 1 objective not 10.

• Don’t get lost in “pleasing”
  everyone – funders, every target
  audience, staff.

• You are not your target audience.
  Your heroes are!




     @AmyRSWard              SocialChangeAnytimeEverywhere.com
Thank you
socialchangeanytimeeverywhere.com




 @AmyRSWard   SocialChangeAnytimeEverywhere.com
Connect with us:

Allyson Kapin: Rad Campaign, Women Who Tech

Email: Allyson@radcampaign.com
Twitter: @womenwhotech
Rad Website: http://www.radcampaign.com
Women Who Tech: http://www.womenwhotech.com




                                                  Amy Sample Ward: NTEN

                                            Email: amy@amysampleward.org
                                                         Twitter: @amyrsward
                                          NTEN Website: http://www.nten.org
                                         Blog: http://www.amysampleward.org


@AmyRSWard               SocialChangeAnytimeEverywhere.com
Find listings for our current season
          of webinars and register at:

            NonprofitWebinars.com


A Service
   Of:                     Sponsored by:

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Social Change Anytime Everywhere: Best Practices to Build a Multichannel Campaign Plan

  • 1. Social Change Anytime Everywhere: Best Practices to Build a Multichannel Campaign Plan Amy Sample Ward & Allyson Kapin February 27, 2013 A Service Of: Sponsored by:
  • 2. INTEGRATED PLANNING Advising nonprofits in: www.synthesispartnership.com • Strategy • Planning (617) 969-1881 • Organizational Development info@synthesispartnership.com A Service Of: Sponsored by:
  • 3. Affordable collaborative data management in the cloud. A Service Of: Sponsored by:
  • 4. Today’s Speakers Amy Sample Ward Allyson Kapin Membership Director Co-Founder NTEN - Nonprofit Technology Network Rad Campaign Assisting with chat questions: Hosting: Jamie Maloney, Nonprofit Webinars Sam Frank, Synthesis Partnership A Service Of: Sponsored by:
  • 5. Best Practices to Build a Multichannel Campaign Plan @AmyRSWard SocialChangeAnytimeEverywhere.com
  • 6. Why is “multichannel” so important? @AmyRSWard SocialChangeAnytimeEverywhere.com
  • 7. Your Supporters Are Superheroes @AmyRSWard SocialChangeAnytimeEverywhere.com
  • 8. Your Supporters Are Superheroes @AmyRSWard SocialChangeAnytimeEverywhere.com
  • 9. Your Supporters Are Superheroes @AmyRSWard SocialChangeAnytimeEverywhere.com
  • 10. Help Them Save the Day @AmyRSWard SocialChangeAnytimeEverywhere.com
  • 11. Reach Them Wherever They Are @AmyRSWard SocialChangeAnytimeEverywhere.com
  • 12. Reach Them Wherever They Are @AmyRSWard SocialChangeAnytimeEverywhere.com
  • 13. Reach Them Wherever They Are @AmyRSWard SocialChangeAnytimeEverywhere.com
  • 14. Reach Them Wherever They Are @AmyRSWard SocialChangeAnytimeEverywhere.com
  • 15. Mobile Facts to Know Fact: 5.2 Billion Mobile Accounts Worldwide Fact: 1 in 2 Mobile U.S. Subscribers Own a Smartphone @AmyRSWard SocialChangeAnytimeEverywhere.com
  • 16. Mobile Facts to Know @AmyRSWard SocialChangeAnytimeEverywhere.com
  • 17. Social Media Facts to Know Fact: Americans spend 25% of their time online on social networks. @AmyRSWard SocialChangeAnytimeEverywhere.com
  • 18. What to consider before creating your multichannel campaign plan? @AmyRSWard SocialChangeAnytimeEverywhere.com
  • 19. Focus on Shared Goals @AmyRSWard SocialChangeAnytimeEverywhere.com
  • 20. Focus on Shared Goals Identify Hot Topics: • How did you become aware of our work? • Which of our programs/services/campaigns are you most interested in? • Would you like more information about any of our programs/services/campaigns to share with your friends and family? • What aspects of our work are you least interested in? • What do you think we should focus on together in the coming year? @AmyRSWard SocialChangeAnytimeEverywhere.com
  • 21. Design for Distribution • First occupy camp started in New York City. • People posted and re-shared information about issues, actions, and personal stories on Twitter and Tumblr, live-streamed video on Vimeo, and shared pictures on their mobile phones. @AmyRSWard SocialChangeAnytimeEverywhere.com
  • 22. Design for Distribution @AmyRSWard SocialChangeAnytimeEverywhere.com
  • 23. Cross-Channel Promotion Oxfam’s Use of QR Codes For A Benefit Auction @AmyRSWard SocialChangeAnytimeEverywhere.com
  • 24. 8 Steps to create a multichannel campaign plan. @AmyRSWard SocialChangeAnytimeEverywhere.com
  • 25. Creating A Multichannel Campaign 1. Identify Short-Term And Long-Term Goals. Solving World Hunger? Raising $25K to support local soup kitchen to distribute 300 meals to NO! homeless people in DC in Dec.? YES! @AmyRSWard SocialChangeAnytimeEverywhere.com
  • 26. Creating a Multichannel Campaign Example: What goals will we achieve by raising $25,000 for the local soup kitchen?” Goal One: To illustrate that homelessness has risen 25% in our city over the last year, resulting in a rising demand for our free meals and job training services. We want donors to understand that every night there are lines of hundreds of hungry people outside of our door waiting for a hot meal. Goal Two: For every $50 donated, 25 homeless people will get a nutritious dinner for one week at our soup kitchen, beginning next week. Goal Three: For every $25 donated, our soup kitchen will provide computer- training classes to 10 people homeless people we are serving for one month. Goal Four: To tell the personal story of a soup kitchen volunteer who has benefitted from eating regularly at our soup kitchen and participating in our job- training program. @AmyRSWard SocialChangeAnytimeEverywhere.com
  • 27. Creating a Multichannel Campaign 2. Identify Your Target Do you have an advocacy target? Who are you supporters? Are they: • College students • Parents of toddlers • Environmentalists • Insert your supporters here @AmyRSWard SocialChangeAnytimeEverywhere.com
  • 28. Creating a Multichannel Campaign 3. Craft Your Core Message And Define The Messaging Hook @AmyRSWard SocialChangeAnytimeEverywhere.com
  • 29. Creating a Multichannel Campaign 4. What Actions Do You Want People Take? @AmyRSWard SocialChangeAnytimeEverywhere.com
  • 30. Creating a Multichannel Campaign 5. Understand How Your Supporters Think @AmyRSWard SocialChangeAnytimeEverywhere.com
  • 31. Creating a Multichannel Campaign 6. How Do Your Target Audiences Prefer To Get Info? • Direct Mail • Email • Texting • Social Media @AmyRSWard SocialChangeAnytimeEverywhere.com
  • 32. Creating a Multichannel Campaign 7. Setup A Campaign Calendar • Email appeals and graphics. • Welcome series for new donors. • Website donation landing pages, graphical callout boxes, and homepage hijacks. • Direct Mail, Telemarketing, Advertising (on and offline) etc. • Social media strategies and messaging. • Text-to-give messaging if appropriate. • Fun interactives that don’t ask donors for money. • A/B testing which is to analyze two different versions of a webpage, appeal, or message to see which is more effective. • Segmenting for various channels • Thank you messages and fundraising campaign updates. @AmyRSWard SocialChangeAnytimeEverywhere.com
  • 33. Creating a Multichannel Campaign 8. How Will You Reach People In Online Communities? • Niche blogs • Facebook/LinkedIn Groups • Online networks like Care2 or Change.org @AmyRSWard SocialChangeAnytimeEverywhere.com
  • 34. What to consider for rolling out your multichannel campaign plan? @AmyRSWard SocialChangeAnytimeEverywhere.com
  • 35. Roll-Out A Multichannel Campaign Launch Your Email Series Email 1: Tell the story of the overall campaign, lay out the campaign goals and the impact donors can expect to see from their action. Email 2: Update people on the campaign’s progress. Remind people of the story you shared in the previous appeal. Reinforce the message that you still need their help to make an impact and meet the campaign goals. Email 3: The final message is another update and one last ask for help to truly make that tangible impact and meet your goals. @AmyRSWard SocialChangeAnytimeEverywhere.com
  • 36. Roll-Out a Multichannel Campaign • Follow Your Campaign Calendar • Tailor Messaging To Each Channel • Segment Your List • Conduct A/B Testing • Promote Your Campaign • Measure the Results @AmyRSWard SocialChangeAnytimeEverywhere.com
  • 37. Do It Wrong Quickly • Focus on 1 objective not 10. • Don’t get lost in “pleasing” everyone – funders, every target audience, staff. • You are not your target audience. Your heroes are! @AmyRSWard SocialChangeAnytimeEverywhere.com
  • 38. Thank you socialchangeanytimeeverywhere.com @AmyRSWard SocialChangeAnytimeEverywhere.com
  • 39. Connect with us: Allyson Kapin: Rad Campaign, Women Who Tech Email: Allyson@radcampaign.com Twitter: @womenwhotech Rad Website: http://www.radcampaign.com Women Who Tech: http://www.womenwhotech.com Amy Sample Ward: NTEN Email: amy@amysampleward.org Twitter: @amyrsward NTEN Website: http://www.nten.org Blog: http://www.amysampleward.org @AmyRSWard SocialChangeAnytimeEverywhere.com
  • 40. Find listings for our current season of webinars and register at: NonprofitWebinars.com A Service Of: Sponsored by: