Nonprofit Radio for May 3, 2019: Reducing Donor Abandonment & Welcome Your Donors The Right Way

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Matt Scott & David DeParolesa: Reducing Donor Abandonment
From Amazon to Zappos, there’s a lot you can learn from e-retailers to keep your donors in the checkout stream as they make their online gifts. Our 19NTC panel, Matt Scott and David DeParolesa, reveal proven e-commerce strategies to increase online gift completion. Matt is from CauseMic and David is at Give Lively.





Brenna Holmes & Chrissy Hyre: Welcome Your Donors The Right Way
Your donors now complete their online gifts at record rates. Have you got in place a multichannel welcome and nurture series to receive and steward your new donors? Our panel will get you started. They’re Brenna Holmes with CCAH and Chrissy Hyre from Innovation. (Also recorded at 19NTC)





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Hello and welcome to Tony martignetti non-profit Radio. Big non-profit ideas for the other ninety five percent of your aptly named host. Oh, I’m glad you’re with me. I’d grow on Odo polyp ous if I heard that you missed today’s show. Reducing donors Abandonment From Amazon to Zappos There’s a lot you can learn from e retailers to keep your donors in the checkout stream as they make their online GIF ts Our nineteen anti seat panel Matt Scott and David de Para Lisa reveal proven e commerce strategies to increase online gift completion. Matt is from cause *** and David is at Give lively and welcome your donors the right way. Your donors now complete their online GIF ts at record rates. Have you got an in? Have you got in place? A multi-channel welcome and nurture Siri’s to receive and steward these new donors. Our panel will get you started. They’re brenholz is with C ch and Chrissy hyre from innovation that’s also recorded at nineteen and TC. I’m Tony Steak to be the one we’re sponsored by pursuant full service fund-raising data driven and technology enabled. Tony Dad, I’m a slash pursuing by weather CPAs guiding you beyond the numbers. Wagner cps dot com and by text to give mobile donations made easy text NPR to four four four nine nine nine Here is reducing donor Welcome to Tony martignetti non-profit radio coverage of nineteen ninety si. You know what that is? It’s a non-profit technology conference coming to you from the convention center in Portland, Oregon. This interview, like all are nineteen ntcdinosaur views is brought to you by our partners at Act Blue Free fund-raising Tools to help non-profits make an impact. My guests now are Matt Scott sitting closest to me. He’s CEO of Cosmic and David De Para Lisa, CEO of Give Lively Welcome Welcome mat. Welcome, David. Thank you. Thanks, Tony. Pleasure. Pleasure to have you on DH mascot. Welcome back to non-profit Radio. Thank you. It’s good to be back. All right. Your topic here today is reducing donor. What’s a copy from e retailers? David, why don’t you get us started? What? Give us the Give us the headline in the lead. Sure. So this session is intended to help non-profits think about the full life cycle of thie experience of making a donation and all of the elements that could result in someone dropping off from completing a donation way. Want to, you know, bring in expertise from the consumer world. The world that most everyone lives in on apply it to this non-profit space. Okay. And just so in case there’s any question want you define abandonment for us. So someone starts a starts to donate two or starts thie intent, or has the intent to donate to your cause and then leaves in the middle of it. Right? Okay. Yeah. Okay, Matt, anything you want to add to the overview of our session? Yeah. I mean, I think when we’ve had a lot of conversations, one of the thing that I really enjoy about David’s perspective is you No way. Think about Amazon. One click check out. Right. We think about Netflix in terms of, you know, the user experience that we’re all used. Teo and I think that if we can copy some of those things and move them over to the non-profit space, we’re going to be a head as an industry. But if we’re thinking on ly about competing against other non-profits from a donor experience, we’re going to find ourselves in a lot of trouble because you’re starting setting the bar too low. You’re setting Well, yeah, you’re absolutely setting the bar too low, because we, as consumers, are also the people who are donating to charities, right? And if our expectation is for it to be a seamless process to collect a little information as possible to have unique, engaging content delivered to us if we’re not thinking like that as a nonprofit organization, we’re missing out on consumer behavior, which are the e retailers, that you want us to learn from that really broad base. So you know, we’re inspired by Amazon Zappos to some degree you thie experience at an Apple store, which, you know, in a way, is a kind of hybrid retail experience and generally taking best practices from that space broadly, even if it is in a specific retailer, it’s It’s some of the elements of what makes Annie retail experience common. For example, a simple donation, a simple check out flow a a checkup, though that doesn’t ask many questions but lets you get through it as fast as possible. A one click check out a digital wallet capability, the’s air, things that have worked for the for-profit sector and non-profit sector is catching up and we hope to help them get there. Yeah, why? What’s the What’s the problem? Why so slow? I mean, we’re all experiencing these things on the e commerce side. Why were we not recognizing that? Uh, the analogy between our our donors and ourselves as consumers? What’s the disconnect? I would say that there’s an access issue. There’s an access to technology that brings the retail style practices to the non-profit. Sectarian give Lively is a response to that problem, which is looking at the world of non-profit tech and seeing that elements like digital wallets are not common, that something that isn’t available in the A lot of other platforms but that is available on the give lively platform. So it’s those types of things that have kept non-profits behind. I mean, unfortunately, platforms or not innovating as fast as they can. And they’re not innovating with the consumer mindset that that us in just a few other players are. Okay. All right, so I started to add to that one of the things that I think is really interesting working with established non-profits, You know, you you look at these behemoths and they are their worst own worst enemy When it comes to technology, you look at the younger, more rapidly growing organizations, and those are the ones that are really out there able to adopt new technologies quickly. They’re not constrained by existing say, CR M systems or their, you know, existing, you know, ways of doing things. And and when you when you take a tool like give lively and you put it out there and you integrate with the C R m like sales force, you unlock that potential. And I’ve seen it time and time again, where established non-profits in particular they are their own biggest hurdle when it comes to getting getting in line with e commerce. Best practice? No. All right, all right. So why don’t you kick us off, Matt? What? Uh, let’s get kicked off with what we should what we should be learning. Where do we start? Yeah, I mean, I think David brought up a lot of really good points in terms of Amazon, and you’ve got, you know, a donor experience. But then what I’m really interested in and I think where we complement one another is on the content side. And so I like to always start with you know who is your target audience? What is the unique user experience that that person or persons wants tohave with your brand? And how can you make sure from the moment that they interact with your brand and are brought to your page to your checkout form that they understand you’re unique market position? And so I think that that’s really important to have a singular content strategy that’s very user focused. And, uh, if it’s okay handing it over to David because I feel like that’s where he picks up in terms of the e commerce checkout process and where that’s really critical in terms of the transition from content to check out. OK, yeah, I noticed matter-ness were on Mike, you’re more deferential than, uh Well, then all this *** that you were giving me before before. Before I turn the mike on, why don’t we talk about monthly giving, for God’s sake? But all of a sudden, my cousin, he’s like, uh, if you don’t mind, I’d like to pass it over to David. Very interesting. There can only be one New York around like you’re dominating. Yeah, you multiple turned. You know, talk about talk about best. I’m gonna start the guest personas start start creating that that is surrounded by New Yorkers right now. Yeah. You know, you’re only here. He’s being into forced deference. A submission sametz Alright, yes. Well, I’ll take your suggestion. The matter very politely requested It’s time for a break Pursuing the art of first impressions how to combine strategy analytics and creative to captivate new donors and keep them coming back. That’s their e book on donor acquisition and had to make a smashing first impression with your potential donors. You will find it on the listener landing page at Tony that I may slash pursuing capital P for please. Now back to reducing donor-centric. Share your expertise. You did tick off a bunch of things. I wallet went one click, check out seamless, but we got we got a lot more time together that way. Gotta go into some detail. Yeah, and so you know, at first I think it be helpful too. Acknowledge what Matt mentioned in terms of thinking about storm the content, right? And the thing that keys in for me there is thinking about how the experience starts at the level of the ask and then the level of the intent of the donor. So to reduce abandonment, you want to get the right person to the checkout flow, right? So you want to start with the right people who respond to that message. And so you know what that’s doing It cosmic is creating messages that resonate at a very granular level with different constituencies in such a way that when they get to the checkout flow, they finished the check out great. And I think that okay, that thread is a thread that involves technology because it’s not only the channels in which that message is being sent, but then it’s how that story is represented on the donation page and through the check outflow and even after the checkout float. Okay, we’LL come back to that. I understand ITT’s all of spectrum. Yes. Ah, movement a process, Matt. What? The different how we identify the different constituencies for these granular messages. Yeah, No, you’re you’re getting at is like, what are the technical steps that need to be put in place? So let’s just take acquisition is a great example, right? So you’re you’re going to post up a variety of ads like paid social. And if you set up separate landing pages with separate checkout forms, that’s one way of identifying. You know, this ad directly relates to this check out page, and there is a continuum of content once you arrive there at that page and you know they arrived from there because you’ve set up different ones. The content can then be dynamic essentially for that constituents. And that’s where David talks a lot about stealing your thunder here. But you know, you you have you have that check out for him. That’s asking for his little information as possible. So capturing that email address in that zip code and getting right into the payment and and you’re getting right down to the nitty gritty then you’re worrying about Okay, now that I’ve already got this information, what additional information do I need to provide? But I’ve already processed the donation. That’s right, Yeah, So it’s thinking about what is Germaine to the donation experience as the only things that you should be asking a donor before the payment is actually made. You want to capture the dollars, so every affair to say, like with his few distractions, is possible. There’s no need to have AH on issue video on your or issue photos on your on your checkout page for donation. The person has already moved by your issues. Well, it depends in their different ways that that can be implemented. One way would be to have a page that’s both telling the story and allows you to make that seamless donation in the same view. Okay, and there’s some that do the jump, right? So there’s a storytelling page, and then you jumped to a donation form that’s on a different page, and I’ve seen it done both ways and, you know, way See it work both ways really depends heavily, though, upon how they get there, right? Like if they’re coming to your they’re experiencing your brand for the first time, where they haven’t, you know they need to be informed, right? And so another best practice is having called toe actions throughout your page. Right? So you’re not just one. So you’ve got big, strong, powerful image or something that draws that user in from a content perspective in a high c t es of donations and I think Sita Way got drug in jail on non-profit radio. A cz a previous guest Disappointed you didn’t know that lock myself away is a call to action, right? And to that point, I mean, I think that’s that’s another best practices. Give lively donation check out form can be embedded into your existing site so you can have this microsite like, let’s say, taken unbound page right. And you know that you’ve set up this unique page and you’ve got the both the story there and the narrative there, and then you’ve got a call to actions throughout the page. That’s best practice, because as they move down the content, there’s lots of opportunities to make that contribution. Okay, what’s an unbound page they’re not paying me to talk about on? I’m just kidding. Way were, It’s a wonder. Anything anyone think it’s a tool. You keep this up, I’m shutting your Michael Fair Fair. It’s a it’s a landing page tool that is really easy to use in turn end of setting up unique content on DH. Then you Khun, track that you know someone lands on that page and you contract that they came into your database specific to that content. Okay. Okay. So this is we’re getting to our segmentation of constituencies. Okay, Okay. All right. So now let’s go back to David. What more can you say about place? Things you need to have in place? Sure. So you know one thing that this let’s start at the very kind of high level, which is that a donation form should work if you’re going to reduce it. Abandonment of your donation form one. Someone’s in it. It better work on a mobile device, but it’s kind of a simple statement, but we’ve got to be passed out by now. I mean, everything should be mobile, but that’s not a body. But that’s not always the case. And they’re still donation forms out there that are asking for. I like to joke. It’s there asking for everything but your blood type. You know, it’s a it’s a twenty eighty step form that. Then at the end, you have a credit card entry field. Maybe, and maybe there’s an error in that process. Just over what kind of stuff? They all asking. But I don’t dare ask me. Study this So they’re asking for. You often will see full mailing address, even if that person has no is a digital savvy your digital only person. They’LL ask questions about, perhaps, how they got to our learned about the cause, which is a good question asked. But maybe not before the dollar is captured and can be inferred by some of the tracking that’s occurring. That brought them to the patient was That’s right, pages, etcetera. Okay, um, you know there are even in how the payment information is presented is an element that can be very confusing. So for some donation forms, they make you type or choose whether it’s a Visa card instead of just detecting. Yeah, why did he do that? I know it. And I can tell by the first digit they could tell that the battery ditches first for Justin. It’s welcome. And that’s not even that’s not unique to non-profits Know that. Was there e commerce mary-jo just to say that? I said, That’s laziness on behalf of those building those forms, okay, or that’s lack of capacity. Shoes is a diner’s club or MasterCard or visa or markets. It’s laziness. I mean, it’s easy to detect. It should be present on every single page is interesting. All right. So I don’t know if listeners were interested, but I am well, but it’s, you know, but the channel there are there’s data that shows that every, you know, hub spot ran a study and show that when you increase the amount of fields that you ask a person to complete, you end up over about two to three fields total. You get a fifty percent drop off. Oh, so it’s that high so And once you get to eight, which is many of what he’s talking about, right, you’re down to its well under single digits of conversion rate, which is a dismal. If you think about like you have a really strong contents from the person was into it, they made their way to your donation return until you ask them for their blood type. Yeah, I I also will say one of my pet peeves that, you know, non-profits continuously asked people for the same information over and over and over and over again. Right? So you know who this constituent is? You’ve sent them this email communication. You already know who they are there in your database, and you ask them to re identify all that information again. For what? Like why? You know, when you go to Netflix and you have your subscription to Netflix, they’re not asking you. Or if you’re in Dollar Shave Club and you decide to get shaving cream on top of your razor, no one’s asking you. By the way, could you tell us like what you’re you are in? Yeah. Like right? No, we know. Okay, save it and stop asking for repetition. All right? Yeah. Consolidate. I mean, consolidate fields as much as possible. Don’t ask for the same inspiration twice. What’s essential? I mean, I’m all right, so I’m thinking of the quintessential, you know, the Amazon checkout. It’s been so long since I did. My first time was on a purchase like everybody else. I obviously can’t remember that, but what? What, What? What, what? What’s actually essential. So I mean so in my view and the view that informed to give lively donation platform when we first launched it, it was nothing more than identifying information about that donor. First name last. Actually, in the very early days, not even first name and last name email address, payment information. That was it. You know, now there’s a little bit more in terms of full name, just enough to make sure that we’re doing receding the right way and all of the all of the tax deductible benefits, by the way. So payment information that includes the billing address You have to have the billing and not include Okay, so rate. So let’s get really specific. So it’s It is literally first name, last name, email address and credit card information, meaning nothing more than the number, the expiration date and the CVC code so you can process the donation without without telling you that’s not required. That’s right. And, uh, you know, one of our favorite partners that cosmic is another organization called touchpoint, which is amazing. You give them just too little little tip bits of information like about Tony. We’d find out what kind of bagel heeds you know on Wednesday because they can pull back all that information for for only thirty cents per constituent and give you everything about them. What property they own, what, what non-profits They give to their address everything, and so that’s One of the reasons why we like to give lively platform is you can take as little information as possible, get that donation and then just pay thirty cents. Because if you have drop off, that goes, you know, down fifty percent. When you’ve asked more than three questions, why not ask just as few questions as possible and go pay thirty cents for that information somewhere else? Yeah, yeah. I mean, you cannot go, and that’s getting into very sophisticated strategies in terms of augmenting date. Instead of asking for things up front, find other ways to get at it. You know, there are social networks that have advertising networks that have ways to link. For example, email address is back, too. Uh, that social, so that you don’t necessarily need to ask them. So then you learn more about that donor to those networks through your own work, rather than asking and risking the abandonment. That’s right, just the frustration do of it. Okay, um, go ahead, go ahead. I was going to say I think David should speak a little bit about, you know, the digital wallets, and that’s that is absolutely game changing when it comes to best practice. So take it from here. Thanks. So and we’LL get a mascot non-profit radio things there latto longest running part kapin most listen to podcasts. It’s also in order Mobile off deferential and generous welchlin the mike is on. Yeah, yeah, B b cut. Well, good to have Tony back on the show. I just like so we, you know, hear Give life. So that another session, actually that that I’m leading called digital while it’s so hot right now and in that session will talk about digital wallets. The concept. I mean, digital arts have been around for a long time, but in examples of them are PayPal. Apple pay, Google pay the’s are one click payment options that have in them a variety of security protections and data that gets easily shared without having to ask that door faster. Just talking about All right, so there’s no entry. What? You’ve entered a credit card once you’ve entered your address once, and you’re just using it over and over again in in this example of donation form on. They’re incredibly powerful, and they are people use them. The level of, you know, penetration of mobile wallets. is increasing increasing at all age groups, but particularly with younger foe. But in non-profits well, very few have actually have ever had access to it. So our platform has digital wall So you’LL see See it in. For example, If you go to malala dot org’s that’s one of our partners right on their home page You’LL see if you have a wallet on apple pear Groupe browser that you’re on you’LL see those buttons right there and you can make that donation very quickly If you’re on your phone, you’LL see it there. But most other platforms are not offering that service or they’re just now offering that service eso And but this is a service that we’re used to write. So think about buying a cup of coffee at a on using square and tapping with apple pay. You’re not. I also think like it would be it would be troubling if we didn’t at least mention this best practice for me. Commerce, which is the classic upsell, right? So I think one of the areas that I’ve seen the wall it works so well is when you’ve got you’ve got a recurring donorsearch, right, you’ve got this person who’s a member of your tribe, right? And one of our client team, Rubicon, stands out. Our mercy corps stands out where you have these sustaining donors who give monthly right. Then you have this urgent appeal that comes up. And because you have a really robots content strategy and your quantifying the impact of their recurring gift, you send them a text message that is a simple is them putting their thumbprint on to authorize an additional one time contribution for a wildfire in, you know, Northern California or whatever. It is incredibly effective for up selling for those who are on a subscription model a CZ. Well, as you know, you attend an event or whatever it is, it’s an easy way to take that best practice for me. Commerce, which is your existing customers, are your best potential you know, customers for for an additional service. Yeah, yeah, and those you know, those buttons should be front and center. So no ineffective donation form to reduce abandonment shows you easy ways to pay up front and suggests the best way to pay right on, right on that first screen. So, you know, looking at a donation from that works. Well, is one that may say you’re making a twenty five dollar donation monthly. Tap this one button and you’re done. You’re you’ve not even moved beyond that first page. You’ve really not even asked any additional questions of the user because the answer’s air embedded inside of a digital wallet payment s o very low friction. Easy to make donations much more secure. One of the objections of her, uh, from’s arounds streamlining like we’re talking about is the preservation of credit credit card information. Because then that then you’re implicated with Peace PCL complaining PC exactly that So that an acronym fell? No, not when I do it. Ok, ok. Thank you. Thank you. It’s personal. Personal credit information watching your mike is going down. It’s already been slowed down. You hear yourself? But no one else will. Yeah, I notice you’re only asking David questions. You know, I don’t not only get to speak. He says, Can I say something? I, uh, thought I should mention here is because Tony is not going to ask me. All right, so now you’re now you’re in your you’re implicating PC I compliance requirements, But if you’re accepting, you use digital wallets, you’re not. You’re not personally. You think the organization is not preserving the the information right? It’s the I don’t know what it’s called the host of the host of the wallet. Yeah, exactly what they were getting into the payment process. Non-profit. The payment process apparently doesn’t have to save the Yeah, I mean, I hope. And if I I hope no one listening to this who’s who is working for a nonprofit is ever dealing directly with PC high compliance like they should be using a vendor who is shielding them from that level of risk because that’s incredibly risky and a lot of a bureaucratic burden in order to get PC I compliant. So the payment processors under the give lively platform are stripe papal. Those air both PC I complaint writers in the case and in all cases platform like you’ve lively, never has access to a person’s donor-centric our information directly and through a wallet. What’s really smart about wallets is how they hide. Even they create one time use credit card numbers. Essentially, that’s an easy way to think about it. One time use numbers that he used every time you make a purchase so that there’s no one number goes down or gets, you know, used inappropriately, and it’s not affecting any other element of your credit history. So it’s secure on hidden from both the payment provider themselves as well as a platform for writer. No, certainly the non-profit. Okay, man, I’m gonna give you a break, actually, and I feel bad. I don’t really feel bad, but I’ll say I feel bad about the way I’ve treated you. So I’m going to give you the going to give you the wrap up because we just have, like, a twenty or thirty seconds or so let you clue how generous cosmic from clolery Thank you. Uh, I would say for any non profit organization who is out there, think about to yourself. What is the experience that you did? You really just turn? No. Okay. So paranoid. I don’t take my word for it, I guess. Think about the experience that you have with the brands that you love and think about how you feel when you’re asked lots of questions that are unnecessary and and try and channel that when you’re setting up your your donation form or when you’re selecting your vendor toe work with to process your donations because it’s that that’s the standard. The standard is not other non-profits. The standard is not your system that you’ve been using for three decades, and it works because it’s what we always used. The standard is how we interact with brands on a daily basis and how we spend our money on a daily basis, and it’s really important to think about that. Those brands have raised the bar your donors are experiencing that that high level of, of, of, of purchase flood. He’s he’s thank you, and they’re coming to expect it from you. That’s right, Yeah, Unless unless they abandon the process, that’s right and, you know, and then give Lively’s case, just plug us for a second. You know, we don’t charge money for our for access to our platform, so we’re enabling non-profits use digital wallet type technology and have that access and not have to pay for it. And I think that’s something unique, and I hope people take advantage of that. All right. It was shameless self promotion, but allowed with bilich thinking, I feel like I’m with the two Smart through smart promoter from cookies. Permit me to say Young Young Seo’s fifty six. I can’t say that. Alright on DH They are Matt Scott’s Yo of Cosmic and David de Para Lisa, CEO of Give Lively, and this is Tony martignetti non-profit Radio coverage of nineteen ntcdinosaur non-profit Technology Conference This interview Like all our nineteen ninety seon reviews brought to you by our partners at Act Blue Free fund-raising tools to help non-profits make an impact. Thanks so much for being with us. Thank you. We need to take a break. Wagner, CPS. They’re free. Webinar came and went. It was tips and tricks for your nine. Ninety. You missed it. No problem. Watch the archive. Yes, the archive learned how to use your nine ninety as a marketing tool. The thing is so widely available from GuideStar Charity Navigator Attorneys general, Probably your own website. Let the nine ninety promote your work. That’s what the webinar helps you with. Wagner cps dot com Quick seminars, Then go to April. Now, time for Tony’s Take two be the one. This was inspired by a re union that I attended and had a hand in Ah of Air Force of former Air Force missile ears. We were all working in the Reagan years on Minuteman. Two nuclear missiles were all missile operators at Whiteman Air Force Base in Missouri, and we got together way left there in the late eighties. We’ve been together a couple times, but only eyes our third time. So ah, lot of people haven’t been seen for years, and some even never even came to their other reunions. But the idea of everyone coming together, um, sharing old stories coming together like like it had been just a week. And for some, it’s been thirty years since we’ve seen them, but that common bond. So I encourage youto get people together from the different phases of your life, whether it’s elementary school, high school, college, whatever. Grad school, military neighborhood. If you’ve got ah, if you’ve got this, I don’t know. Affinity group sounds kind of formal, but if you’ve got these group of people, these folks who know each other and shared something, it’s such fun to get them together. It’s rewarding. It’s gratifying. It’s just it feels like being a kid again. Do it, do it. That’s what the video is about and you’LL find that video at tony martignetti dot com That is Tony’s Take two Now that a hundred percent of your donors complete their online gif ts u want to welcome them the right way? Here’s that from twenty nineteen non-profit Technology Conference Welcome to Tony martignetti non-profit Radio coverage of nineteen NTC non-profit Technology conference coming to you from the convention center in Portland, Oregon. This nineteen ninety si interview, like all of ours, is brought to you by our partners at ActBlue Free fund-raising Tools to help non-profits make an impact with me are brenholz homes and Chrissy hyre. They’re both with Chapman, cubine and Husi. Brenna, seated next to me is vice president for digital services and Chrissy is vice president Innovation Welcome back. Welcome back. Welcome back to each of you. You, you and Brenna has disclosed that thes these interviews have a secondary purpose for her. Chrissy, I’m sorry. Kinda married. That’s not Christy. Christy has disclosed there’s they have a dating. They have dating power. They do so definitely. Come on the show. Yeah, because your your dates will google you. They will find your non-profit radio interview. Yeah, and when they do that? I want you to inquire about the host. I’m really not interested in what they thought of your performance, What they think about the host and then let me know if it’s positive on Lee was not positive. It’s not positive. Silence is best. Just carry on with your date after that ostomel of that. That’s it. But we’re not talking about dating. We’re talking about making them well, we are actually making love you. Yeah, welcoming donors the right way is your your session topic. Um so, Chrissy, what a zoho overview. What are non-profits not getting quite right about welcoming? Let’s start with first time donors and will evolve in the conversation from there. But what we’re not doing quite right. Yeah, So I mean, you know, Brenna says this really Well, actually, but you really only get one chance to make a first impression. And so one of the things that a lot of organizations don’t do particularly well is showing folks exactly how much they care about the gift that folks are giving to them. And so, you know, one of the things that we really focused on our session today was thinking through. What are the ways that you connect people back to your mission back to the work that you’re doing, making them really understand the impact of the gift that they’ve just given and building that connection in that relationship so that they’re ready to take that to the next level, so to speak and give you another gift? Okay, on Brenda, how do we get started thinking about this process that we have for for donors? Yeah, think about everything from multi-channel perspective very much, not just the channel they gave the gift in, but really talking to them in multitude of ways. Because, as you know, everybody’s over saturated in lots and lots of media on DH non-profits have to do more and more to stay top of mind, get keep that good feeling moving forward to maintain that share of wallet as well. So the first thing that you start with, like especially for online donors, very appropriate here for Auntie Si is making sure that you’re customizing the confirmation page and the auto respond or email to that donation. A lot of it is just like the default setting. Non-profits never remembered a change on just updating that can go very long way customizing the confirmation page and the acknowledgement letter that yeah latto respondent your mail going a little bit further and adding direct mail into the mix by sending your online donors direct mail. Acknowledgement letter goes even more like We love that wonderful. Now I did have a panel just maybe an hour or so ago. I want half ago. That said, you know you want to keep your donation process streamlined, Ask a few questions possible now, in order to get the the direct mail address. That’s going to be another level of questions you have to ask. Well, no, You mean you pretty much can’t make a credit card donation without putting in the billing address anyways, so it’s already part of the foreign fields to process again. OK, well, not according to those two guys. I guess it depends on the platform. Two friends on your processor, I guess. Sure, right? Yeah, they were saying they were pretty clear that you do not have to ask for address. You can, but you don’t have to. The majority of non-profit websites today do they do rice. But their point was, that’s not the best idea. Right, But But now so well. But this is not in conflict, right? We gotta bring this tio black and white. Everything not so clear. So, you know, I mean, you’re saying that’s a lycan ideal process. Ideal practice. Acknowledging an online gift, I’LL find through the mail offline. Okay, there could be another way of acknowledging that online gift could be through phone. A phone number could be another way. Okay, uh, Wes life calls. Auto House. Okay. Latto caught was latto calls. Yes, was a pre recorded call very inexpensive that, like the executive director of the organization, can record. And you send that to all of your new donors to welcome them to the organism. Thank them and welcome them. Yep. Okay. Interesting. Um, okay, Uh, I’m not sure. So we’re way. Start with audit of our current process. Always a place to start. Okay. What are we looking for? What? Some common sticking points and bad practices that we want to be conscious. Seldman are loaded. So we’re looking at, like, what already goes out, right? What’s the default? So again, for online donors, there is the default confirmation page. That’s usually very receipt transactional basis that has all of the semi critical information from the processors point of view. But it’s not very donor-centric on DH. It certainly doesn’t show the impact that the gift is going to make for the non-profit who’s receiving the donation. Same thing with that otter responder email. It’s generally plain text, very receipt based. Well, we want to do is build out stewardship touches like turned these receipts into nurtured opportunities so that people are bonding with the organization and moving past that transactional relationship. Same thing with their direct mail receipts. You know, most organizations send them out, at least to their direct male donors, if not also to their online donors. But you can improve upon the look and feel of that package, make it really stand out in the mailbox so that it doesn’t look like one of your fund-raising appeals. Or it doesn’t look like a bill from, you know, your health insurance company or anything else right on DH. Just show that love right up front. No one has ever said, Stop thanking me like in the history of effort, So that’s something that we’re constantly trying to reinforce with that, and then the newer, like the newer channels, all of the innovation with SMS and auto calls, or even live calling like those air usually add on so they wouldn’t show up in your audit. But they’re nice iterations to go above and beyond on DK and be done with volunteers and things like that out of my Mahler’s remembers. I love a working board. Yeah, put him to work, Christie. What you wantto I mean, I think that that’s exactly right. Everything Brenna said. I think the one thing to consider and your audit as well is making sure is, Brennan noted, at the top of our conversation about that multi-channel experience. So just because someone is giving online, don’t assume they don’t want to hear from you offline. You know, a lot of us almost all of our media interactions are happening in on a screen. And so to actually get that piece of paper is something that people really remember really means a lot to them, and it’s significant. The other thing is, don’t be afraid to reach people on their phone to think them. You know, a lot of people have sort of a bad taste in their mouth about what telemarketing is. Nobody’s gonna be upset if you call them to say thank you. And nobody’s gonna be upset if you text them to say thank you. And if you text them to say thank you, they’re definitely gonna see and they’re definitely gonna remember it. Okay, Um, so after we have our audit, what’s our next step? We got it. We got to start improving improving our practices. Copy. Maybe a little bit of time. Couple steps in time. Your creative Seymour Brennan. Yeah. So it’s, you know, it is about building up the that content into both being relevant for that specific donorsearch for Don’t hurt I ppe Did they make a one time gift at what dollar value did that dollar value kicked them into e-giving circle of some level. And then you need to acknowledge that in a separate way, you can also use the type of appeal that they responded Teo to enforce. Thank you. Copy as well. So like, did they respond to something about puppy mills versus something about horse meat? Like having that content flow through into the acknowledgement program and into the welcome Siri’s afterwards to keep them going tohave a next action opportunity eyes A fantastic way to start. Is it right that our first time donorsearch retention read? Uh, non-profit wide is like around twenty five percent. We typically see closer to a third to being healthy, but oh, I’m going down. I’m citing how bad it is. Yeah, it has been going down is going down. It is going on the wrong direction we got. And that’s honestly, like a lot of that data is coming out around the last few quarters of twenty twenty eighteen. So there’s a lot of reasons right now as we kick off year to start really thinking about how you’re bonding people to the organizations that you’re fund-raising for. All right. All right. Um, we’ll also talk about designing a multi-channel welcome and nurture nurture. Siri’s is that Is that basically what we’re talking about? Our nurture. Siri’s a little bit. I mean, I think I think the acknowledgement process should be part of that nurture mint, right. It’s the first interaction for a lot of organizations post that gift. The first outbound communications and a lot of ways s oh, it’s a natural bridge to the welcome Siri’s and kind of steward that stewarding them throughout that relationship. So longfield we should not be setting anything and forgetting about it. Everything needs to be very conscious decisions about what copy we’re sending to who, what content they’re getting when on the touchpoint. I mean, all of the data that we have shows that the more of those pieces of touch our personally identifiable information right, like whether it’s postal address or email address or phone number, the more of those contact point that we have on for a constituent hyre their retention will be and the hyre their value will be to the organization on a lifetime level. So, like while it might be easier to not get that postal address, I want that postal address. There’s so much more value. Okay? Yeah, You know what? There there are other Point was don’t do it in the donation. All right, that’s in the donation on the donation pages. Waken ask for that later on that they may be right after the gift is made. Would you like to share your your mail? Now that makes it option over. Okay, Right. But then it raises the question of why, right? You which you have to have a good answer, would like to be able to think we’d like to be able to send you something. I don’t know. All right, but, you know, incentive based. Thank you. They’re always like people love swag. So you could do that. That’s definitely an office sticker and done in Dustin. Yeah, okay. What they done Injustice e. Did you get dates with the kind of lines like that? This’s kind of witty banter like that. Future dates or watching? Amazing. Oh, my God. You’re turning right there. Okay, so I just realized I just put two and two together. You that’s gonna happen in the future, too, is not only in the past. Oh, my God. And this is going to be more relevant. More, more. It’s a more recent about making love you. So in other words, what do you think of the host? That’s what I want to know. Okay. Uh, Christy date. What do you think of the host? Keep which it’s Tony. As tony martignetti dot com is the best way. Or you can use the contact page at tony martignetti dot com from and I never hear from you again. I think the time you said I think, think of the time I’m saving you. Thank you so much if they come, if they beating you up, I feel about you know if if they make it through over this threshold, right and you know that it’s it’s really more than yeah, it’s more than superficial thinking past this. They say they watch the whole video like we haven’t gotten into a ton of things, but I can try to learn more. We’LL see Next time just roughly halfway in thistle happened roughly twelve minute mark. So? So if they hear this, they making twelve minute mark. You know, I think there’s potential definitely beyond the average. Definitely all right time for our last break text to give. Get their five part email. Many course to dispel myths around mobile giving. You know donations don’t have to go through the donors phone company that puts a cap on GIF ts. There’s a smarter way with no cap. Mobile giving does not have to be limited to single or double digit gif ts. To get the email. Many course. Dispel the myths you text NPR to four, four, four, nine, nine, nine. We’ve got lots more time for welcome your donors the right way. Okay, so we’re, like only halfway in. So what else do we need to talk about if you don’t? Your panel yet? We did it. So one third, seventy five minutes. Talking about what else? What else? On Let’s broaden it a little bit now. So not on ly first time donors, but volunteermatch comes a donor. Small, small gift donorsearch a mid level or higher level donor. What do we need to do to make them love us? Chrissy? Yeah. So I think this is actually really great question. So thank you for asking. It s o. You know, essentially, I think that there are ways Tio Tio integrate people into new parts of our organization. I think one of the easiest things for folks to understand is upgrading folks to monthly giving. And how do you start to think those people in a way that feels really special and bonds them to that program you already know? They’re exceptionally bonded to the work that you’re doing. And so how do you start to think them in a way that makes them feel like, Oh, my gosh. Now we’re part of an even more special piece of this community, right? So, you know, in our session, we talked a lot about you know, when you, for example, are thinking a monthly donor. Often do you want to thank them? Do you wantto Brenda calls it waking the bear. You know, where you kind of like your calling out to them? Do you want to tell them? Every month you’re giving me a monthly gift, and then, you know, where do you want? Oh, yeah. You know, you want to take him every month. I mean, so there we were talking about it also talked about splitting the baby there because there are philosophical differences and conversations there. I think the that standard used to be Don’t wake the bear, right? Don’t remind them that they’re giving every month they will leave. Oh, my gosh, that can’t be it anymore. We all have so many subscriptions in our life, whether it’s Netflix or Lulu or you know, all of these things, that if they don’t feel good about it, then when the card expires or is stolen or core compromised not going to bother and I drop them might drop it, right? So So we had some people in this action that we’re talking about quarterly, right? Maybe kind of following up in a different way, a different time period. So it’s not every month, but I think you can do monthly as long as you are using it as a nurture touchpoint. It’s not just a receipt like you don’t want anything you give to your donors to just be a throwaway effort. If you’re taking the time to send it, you wanted to actually mean something to them. So if it’s literally just a receipt, how much value does that really provide? Like not a lot. OK, so something impactful for that month. Way reached. Yeah, I don’t know. Nothing’s coming to mind, but that’s why you’re the consultants in that. And I’m the consultant plan e-giving. Yeah, you know, one of the go ahead. You know, I’m just flushing out why I don’t have an answer. I don’t no more. No more detailed needed on that. I don’t have a suggestion, I should say, Well, one of the things that you know could be a really impactful way to leverage that Thank you. Moment is to kind of look at your sustainers file in winter, people the most likely to fall off of your file and then take that opportunity to do, like an exceptional thankyou. So we see you lose a lot after between one, three and four, right? Exactly. So maybe that’s the month where you send that hand written note. That’s like we know you are. We love you. We see you right? If you already you’re sending tote bags or calendars in your acquisition or something like that. Leveraging that with a special note two two sustainers at the quarter mark for the six month mark way have clients that do, like all out at your anniversary. Your thank you for being here for one year with us, you know, making it about them. There was miles so now and then again, tying it to the impact and, like people want to make impact and they want to feel important. And that’s true whether this is their first ten dollars gift or their thousand dollar gift or their one million dollar gift. And so figuring out the way that you say thank you that feels like they’re making that difference, that that matters. That’s part of a good donor experience, you know, And I think that carries through whether it’s sustainers or like an event volunteer who’s becoming a donor for the first time. That’s a different level of engagement with the organization and the fact that they have that history already with you eyes very powerful. And so, if you can reference that relationship in the content as well, that will go much further and building strengthening that relationship in the long term. Um, a lot of this subsumed in what we’re talking about is having these systems systems in place on DH, constantly tweaking them. Voice just cracked like I’m a fourteen year old is coming twelve fourteen. You gotta have these systems in place and somebody will be monitoring them. Christie, to your point, you know you can’t just set it and forget it. Or one of you said that I’m sorry, whose you bring up, but, um okay, so who’s responsible for these systems? Is this is this is in the development to Development department depends on the non-profit. It’s definitely a collaboration between, like some level and development marketing each non-profit is configured in a different, slightly different way. So, like, who owns things would change, But yeah, the data is really important on and having a two directional or multidirectional sink of key data components so that you can condition allies content based on those relationships from other channels. In other words, like sinking between your cr m and your email Exactly. Your texture responded. Yep. Yeah, and vice versa to write. If we are sending those offline acknowledgements toe online donors, you need that level of information. Ideally, there’s some source codes in there. So you know what sort of relationship they had with you before Andi, you know what sort of appeal? Our issue they came in on. So again, Was it dog me? Are you know, brovey meals are? Yeah, exactly. So yeah, that’s all very important. You don’t have the infrastructure setting that I always like. You know, you got to get your house in order before you invite people over, right? And that’s more about acquisition costs. But data is also super important. Like you can’t. You can start and then build and have a plan to scale because everybody can’t do everything right away. But you got to start with clean data. So can I ask a question? Is that not OK in this setting? Okay, So beat you up so much. How could I possibly say no to im those now, everyone? Yeah, Kristie hyre non-profit. So, like, what would you say about, like, not letting am not letting great be the enemy of good. So, like, invokes air. Just like we we don’t have the bandwidth for all of the data collection or all of the data sank. Like, where? Where is that starting point? Yeah, well, I mean, I think it depends on where you’re getting most of your gifts into, Like, what channel? You want to start with the focus on right, Because bang for the buck. If you’re If most of your gifts are checks in the mail, let’s focus on those confirmation acknowledgement letters, the receives and and the welcome kit direct mail package kind of offline pieces. So you don’t have to worry about the email side of the world if the date is not playing nicely right away. Vice versa. Obviously, here at ntcdinosaur mary-jo online focused, you start on the online site and Luckily with the online stuff you usually have the the thinks like you don’t need to sing because your email marketing system is in the same system. Is your donation processing system doesn’t have to be right plugging You could have a husband spoke solutions at that point, too. But for most of them, they are most of our clients, especially so you can excuse me. You can live also going over, yeah, latto happening at this table. A lot of personal latto personal, something momentous person and not a cheap hormones. So you can. You can create a somewhat cohesive donor experience with siloed channels. It is possible it just takes a lot more like work on an ongoing basis. In Official, it’s very inefficient. So I get out. You know, we talk about how much work it takes to set up the process in the beginning, to get a multi-channel like really integrated surround sound campaign happening. But if you’re not doing that, you’re putting in the leg work all the time to make sure that you don’t sound like two different organizations. An email indirectly, that’s very bad practice. Yeah, have some of the questions were some of the questions you got in your session that you thought were particularly interesting or I don’t know if they could be provocative, but interesting is good. Yeah. WeII did get questions about, like, just testing. What tide of creative treatments. People should focus their time on to test on DH. Tarsem. It depends, obviously, depends on the channel, but I think a lot of it for anything that will email and direct mail. Specifically, it’s trying to get people into the content in the first place. So whether it’s your subject line and send her name and email or your teaser on your outer envelope in the mail, both of those air very similar from a user experience standpoint on their very low bar. Easy tweak tests. Teammate teasers on outer envelopes. They work. Oh, they’re so important. They do? Yeah, that’s a good one example of a couple of good ones. I mean, for our for acknowledgements. Thank you. Gift receipt and close. Like, very clear. Okay, this is not an appeal, right? All right, we’ve got for acquisition. Oh, God, we’re off. We’re off on your own time. But I’ve always wondered about this, because when I see these things, and it’s not at all what I do know. What’s a good Christy? What’s a good acquisition? Uh, what do you call these on? The outer sabelo Theo. Good acquisition. What kind of depends on what’s inside or the organization. But anything that talks about matching gift urgent. Well, urgent. Open immediately that work. Sure, people respond to that Second notice reminder. Special gift enclosed for free gift. Yeah, free gift and clothes. I could notice that I didn’t notice. We’Ll stamp like reminders. They have the stamp it rough. It looks like it was damned. Yeah, Looks like it was a hand written. Oh, anything. Anything that looks like a human touched it. We call it the power of the paper clip because like, you can’t machine that. So if it anything that feels like humans have touched it will automatically get more attention. But it is a machine printing that Oh, yeah, but it looks like you’re just trying to create the experience of life came off their desk. But you people believe that mean yes, we’re not wear not I do believe this stuff like a human actually wrote that or somebody’s coming. Somebody had a stamp on ink pad and a stamp. I think it depends on the size of the organization. Like somebody’s probably not going to believe it as easily from AARP, but they will believe it from their local U S P c A. Well, so it just depends. Yeah. Alright. I’m really surprised that second notice open open urgently. Renewal is a very powerful word as well. So having renew does well yeah, renew your membership right on the teeth. Er, something like that. Okay, we’re hearing everything. You’re turning those. The winner was the other one Free. Free? Yeah. Just just a word. Free Well attached to something so free. Some very powerful words. Just free. Just wait. Just wait, OK? We got another, like, two minute and a half or so two minutes. What? What else? What else? Questions. Other question. They were good. Oh, gosh. You know, I feel like a lot of people had questions. Agent about sort of what it meant to take their online. Thank you. Experience offline. Dahna Few. There was a lot of questions about printing and paper. Yeah, favorite. Everyone’s favorite. Well, cause some of its first. So some organizations like conservation organizations are very paper free on DH. So but having the numbers that actually show that people who give to receive packages to acknowledgment gifts are better donors than people who don’t can make the case to the board members or to your CFO or whoever else that, like we really should think about this at some level. Maybe we’re not mailing every online donor. Maybe it’s not five dollar donors or ten dollar donors, but maybe at the fifty dollar donors level, those folks are like, worth that added investment. So having that numbers to back it up is really helpful, and any time you could decrease the time to second gift is huge on. Typically, most non-profits see one gift a year on average, whatever time of year that is. If it’s not sustainers. If you khun, change that twelve months between first and second gift to two months between first and second gift because people you have a greater lifetime value and hyre retention we’re seeing, I mean, especially with new donors, because they’re giving habits haven’t been cemented. Get we’re seeing anywhere from forty five to sixty five percent hyre retention rates across the board and hyre values. So it’s amazing. Okay. Okay. Christy, I’m gonna give you last words, like, fifteen seconds of motivation about, you know, making them love you. Oh, gosh. Well, that’s a lot of pressure. I know. You know, I think that if you don’t know where to start, just say thank you. Say thank you every way you can say it sincerely and say in a way that really means a lot to the folks who have given you their time, their money, their actions, whatever that looks like. It really goes a long way to improve your donor’s experience. All right, that was Chrissy hyre. She’s vice president of Innovation, Chapman, cubine and Husky. And sitting next to me is Brenda Homes, Vice president, Digital services Also at Chapman cubine, Cassie. And you are with Tony martignetti non-profit radio coverage of nineteen Auntie Si twenty nineteen non-profit Technology Conference. This interview, Like all of ours this year brought to you by our partners at Act Blue Free fund-raising tools to help non-profits make an impact. Come see. Ch is in sponsoring brovey radio. That is a great question to bring them when you bring that back to back to back to the main office way. We’LL do that. Thanks so much for being with us. Thank you. Next week, Google grants with the head of Google. Add grants Michelle her Tato, also from nineteen. Auntie Si. If you missed any part of today’s show, I beseech you, find it on tony. Martignetti dot com were sponsored by Pursuant online Tools for small and midsize non-profits. Data driven technology enabled Tony dahna em a slash pursuing capital P. Wagner CP is guiding you beyond the numbers weinger cps dot com and by text to give mobile donations made Easy text. NPR to four four four nine nine nine A Creative producers. Claire Meyerhoff Sam Liebowitz is the line producer. Producer shows Social Media is by Susan Chavez. Mark Silverman is our Web guy, and this music is by Scott Stein with me next week for non-profit radio. Big non-profit Ideas for the other ninety five percent go out and be great. You’re listening to the Talking Alternate network e-giving Wait, you’re listening to the Talking Alternative Network? Are you stuck in a rut? Negative thoughts, feelings and conversations got you down. Hi, I’m nor in Sumpter potentially ater tune in every Tuesday at nine to ten p. M. Eastern time and listen for new ideas on my show yawned Potential Live life your way on talk radio dot N Y c Hey, all you crazy listeners looking to boost your business. 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