Tag Archives: SMS

Nonprofit Radio for August 24, 2020: Text More & File Cleanup

My Guests:

Ann Marie Ronsman & Alli Stephens: Text More
Volunteer training. Board work. Continuing ed. You can do all these and more by texting, with its high open and engagement rates. Our 20NTC panel explains how. They’re Ann Marie Ronsman and Alli Stephens, both with CASA Child Advocates of Montgomery County, TX.

 

 

 

Julie Chiu & Ilene Weismehl: File Cleanup
Are your digital files a mess? Can’t find what you know is there and co-workers putting files where you think they don’t belong? Julie Chiu and Ilene Weismehl share their tips on organizing, creating and maintaining clean shared folder drives. Julie is from Cara Chicago and Ilene is at Community Catalyst. This is also part of our 20NTC coverage.

 

 

 

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[00:02:27.01] spk_0:
way big profit ideas for the other 95%. I’m your aptly named host. Oh, I’m glad you’re with me. I’d come down with hyperhidrosis if you made me sweat about whether you’d miss today’s show. Text. Mawr Volunteer Training Board work. Continuing ed You can do all these and more by texting, which has high open and engagement rates, are 20. NTC Panel Explains how they’re Annemarie Ron Zeman and Olly Stevens, both with Casa Child advocates of Montgomery County, Texas, and file cleanup or your digital files a mess. Can’t find what you know is there and your co workers are putting files where you think they don’t belong. Julie Chu and Eileen y Smell share their tips on organizing, creating and maintaining clean shared folder drives. Julie is from Cara Chicago, and Eileen is that community catalyst. This is also part of our 20 NTC coverage on Tony’s Take two. A free how to guide were sponsored by wegner-C.P.As guiding you beyond the numbers wegner-C.P.As dot com and buy turned to communications, PR and content for non profits. Your story is their mission. Turn hyphen two dot CEO and in a couple of weeks will have a new sponsor here is text more welcome to tony-martignetti non profit radio coverage of 20 NTC 2020 non profit Technology Conference conference, of course, had to be canceled. We are continuing, persevering virtually. We are sponsored a 20 NTC by Cougar Mountain Software Denali Fund. Is there complete accounting solution made for non profits? Tony-dot-M.A.-slash-Pursuant. Martin for a free 60 day trial. My guests on this day to coverage are Annemarie Ron Zeman and Allie Stephens. They’re both with Casa Child Advocates of Montgomery County outside Houston, Texas Casa, of course, court appointed special advocates. And Marie is director of training. And Allie is marketing and communications director. Ali and Marie. Welcome.

[00:02:39.94] spk_1:
Thank you. Glad to be

[00:02:40.82] spk_2:
here, gear.

[00:02:42.10] spk_0:
I’m glad we’re able to work this out virtually. So

[00:02:44.60] spk_4:
you’ve been

[00:03:08.67] spk_0:
doing a lot on with Well, you’re you’re NTC Topic is using text SMS to train, educate volunteers and build community. So you have been doing a lot with text messaging for volunteers. Your board? How did this all? Ah, how did it get started? Was it started? Experiment And it blew up or what? To the point now where people are asking for the messages if they don’t get them. How did it get started?

[00:03:14.44] spk_1:
Well, when I came on board a little more than two years ago, we had some training challenges that lots of nonprofits have, which are, you know, limited space, limited staff time. And our organization has a little bit of an upside down volunteer models. So we have a small number of paid staff and a large number of volunteers. And of course, some of those volunteers air retired. But many are working. And so it’s hard, tough, a time that works for everybody. And then, of course, space. And so we came across this technology that was being used for training in Fortune 500 companies, and, well, why don’t we try and adapt it for our environment? And, uh, really, we’re not sure how it would be received.

[00:04:12.98] spk_0:
Okay, I love that You, uh, picked up something from from Fortune 500 from industry and and and tried it out. And so, like I said, So now people request the messages when they when they’re not coming, If there’s a lapse, they start wondering what happened to you.

[00:05:00.44] spk_1:
Yes. So we when we started, we were very worried that our training by text was going to be seen as an annoyance and that, um, you know, it was going Teoh be seen negative by our volunteers. And actually, the opposite has has happened. People enjoy the text, they look forward to them. And, uh, you know, sometimes around the holidays or other times, we have a period of time where we don’t do texts for training or sometimes we upload our list periodically. And there’s a glitch in our database and where people off the list and they send me an email and say, I’m not getting texts, where’s our training? And that’s about the opposite of what we expected.

[00:05:03.93] spk_0:
Yeah, that’s fabulous commitment that I love it. Um, now the the special advocates Are they attorneys or or not? You are some of your volunteers attorneys or no,

[00:05:17.69] spk_1:
um, maybe one or two. Um, you know, from fields outside of child welfare, but in intact

[00:05:22.58] spk_0:
money. Okay,

[00:05:32.80] spk_1:
In Texas, they’re all volunteers from various walks of life, which is part of what makes this training so valuable. So we have stay at home moms, and we have a retired superintendents, and we have, um, you know, it’s presidents from oil and gas companies. And we have teachers and and the whole engine that makes training a challenge, because everybody is coming with a different skill set.

[00:05:48.24] spk_0:
Um, and some of what you’re doing, Ali is is, um, continuing education training. Right?

[00:06:50.20] spk_2:
Right. So are advocates are our volunteers were actually required to have Emery? Is it 16 hours, 12 12 hours of continuing education annually after they have completed their first year as an advocate? We have pre service training. That’s 30 hours, plus three hours of court observation. But then, after that, first year service advocates have to maintain 12 hours of retuning education. So that was what Emery was talking about earlier. You know, it’s hard because it is managed wearing required, but in meeting on their names are volunteers needs, um, you know, it was a definite challenge, So just the way we thought it would benefit them and making it convenience. Um, And where they could basically watch or train at their time, their own time? Yeah, it’s worked well.

[00:06:51.47] spk_0:
And how about the board communications? What do you using texting for their

[00:07:23.57] spk_2:
So that sort of something we’ve we’ve just dipped our toes in, but I’m way sort of launched the Advocate training first on dhe. We thought that was a good Well, that was really our goal at first was to train advocates. But then once we sort of got into that, we realized there were lots of opportunities that we could train. Also are board members, possibly staff and yeah, in ways that

[00:07:25.24] spk_0:
we

[00:07:39.14] spk_2:
had not done before. You know, in person training was our primary source of training. So this was something that was experimental. And we’re expanding to board training now, okay.

[00:08:01.62] spk_1:
And our board members to come from a wide variety of backgrounds, and so they’re used to being the smartest and the best educated people in the room. And eso This gives them a way to learn about the field of child welfare. You know, while they’re waiting to board a plane or sitting and waiting for a meeting in the end and, you know, helps up to understand the work we do so that they can better help serve our organization.

[00:08:08.74] spk_0:
And this transcends generations. Do you say from Gen. Z to baby boomers, right?

[00:08:21.75] spk_1:
Yes. Everybody has really enjoyed it. And again, the baby boomers were the ones that we thought would not embrace this and really have they really have?

[00:08:25.64] spk_0:
Are they some of the ones who look for the messages when when they don’t come?

[00:08:29.64] spk_1:
Yes, yes,

[00:08:53.55] spk_0:
I’m thinking probably more so. Retirees and wondering what it’s time. It’s time for my training. Where’s my yes? OK, where the Gen Z’s brother like it’ll come and you know I know, I know. I’m still in the queue where it’ll come. Okay, Um so let’s dive into some of some of the details, um, on then. Oh, you’re also doing just in time training. So last minute, I guess, like court, court decisions or things like that. I’m sorry. Before we get into the some of the details, what’s your just in time training? What is that?

[00:09:31.14] spk_1:
Well, if we haven’t that, you know, something changes in the way either. Are you know, Department of Family and Protective Service is is working. They pass a new policy or the change in the way courts are working. OK now with the Corona virus. But we’ve been using our drip learning or learning by text, um, extensively to help give our advocates the tools they need to help our kids in this it remote impairment that we’re in.

[00:10:05.04] spk_0:
Oh, and I neglected to say at the outset there, I’m I know you are both well and safe, and I meant to say that earlier. I’m glad. You know, I’m glad this worked out, but you’re also both safe and healthy. No. Good. Um, so, yes. So that sort of breaking news, you know, like a new policy at the state level or at a county level or something like that. Okay. Um, all right, so let’s go in. I mean, so how does it How does it work? Logistically, Help. Help Listeners. Understand, I guess. What? What you need to set up like there’s a technology platform you need where you advance your advanced load messages or something like that. How does that work?

[00:11:49.08] spk_1:
Yes. So we work with a company called Engaged by Cell, and they are the hosting platform. And, um then we, um, with a left, some of our own materials. So Allie and I work together and make some videos and some different documents that might be meaningful for our organization. Uh, I also pulled a lot of materials off of YouTube off of, um, resource is from other sites. Articles urge. Um, the goal is that all the videos are articles can be completed in 3 to 5 minutes. And you know, really what research that was. Our attention span has continued to x shorter and shorter. So, um, we really have held fast to that type rain. And, um So when are advocates click detect, and that has a little sentence or to do about what the topic is. And when the link, they know that within 3 to 5 minutes, the activity will be a complete, and we use a whole host of different topics. Uh, what’s nice about it is you can set it up, you know, seasonally if you want to. So, uh, example, in our field of work, the holidays are very hard for kids that have experienced trauma. Um, and so giving our advocate some tips about how to help kids, how to help caregivers put things in place. Um, so that, um you can anticipate and meet the needs of the kids in their homes way. Also use it around back to school time. Uh, and so, um and then we use it for our organization. So for putting on a policy, it may go out an email, but it also goes out in text with learning, which we call drip learning. Andare learning by text has about 85% open. Right? Um, and as you know, email is much below that. And, uh, so we’ve had a lot of success with it.

[00:12:22.32] spk_0:
Okay, Ali, your marketing communications. So you’re writing, I guess a lot of the content that is already all you know, all the content that’s developed in house, as opposed to the content that Emery was saying She goes out and curates

[00:13:53.64] spk_2:
since a team effort. I mean, Anne Marie and I started sort of came up with what we call buckets. So things that we thought topics we thought would be useful, whether it was educational, ab, etc, medical advocacy, legal advocacy. Um, and then we rely on a lot of our staff who special. I have a variety of backgrounds, may specialize in sex trafficking or, um, family, you know, toddler aged Children or teens. And they can kind of help us, um, collect that content. Henry does a lot of research and digging up what and if it doesn’t exist. That’s when we create it. So that’s something that’s already out there. You know, we don’t were very small. I mean, Anne Marie and I are essentially a team of two and on staff total it costs. We have about 2020 paid staff members. Um, for volunteers. We have over 300. So there’s very few of us that, um can pull together the content for this so we don’t try to reinvent the wheel. If something already exists out there that that we like and is useful to our volunteers in terms of training, we utilize that. But if it’s something that is especially thing that’s unique to our county or are advocates, that’s when we do our own videos or own documents or our own and log posts or whatever.

[00:14:39.87] spk_0:
It’s time for a break wegner-C.P.As paycheck protection program. Loan forgiveness. It’s still out there staring you down. You need to get your forgiveness application in. Wegner has a free webinar that explains P P p loan forgiveness. Go to wegner-C.P.As dot com. Quick resource is and recorded events now back to text more with Anne Marie, Ron Zeman and Olly Stevens. It sounds like you have a whole, um, production schedules. Not right. But a whole schedule of when, When? Throughout the year. Different messages. They’re going to be going out.

[00:15:22.81] spk_2:
We dio um, when we first started, we thought we would focus on a topic like a specific topic each month. Where And we still sort of do that. You know, if it’s back to school, we’re certainly gonna be focused on back to school and, um, effects of of the destruction of our the disruption of schedule or lack of schedule for kids who have experienced trauma. But and really, we we do a lot of like Henry said just in time training articles that come out. Um, we just give them a variety of of materials and information to consider. Learn about.

[00:15:26.44] spk_0:
Do you have any tips for writing the, um, the text message that the person actually sees before they click through to the other content

[00:15:42.24] spk_2:
is turkey. I think we have in reads like 100 40 characters. Yes, you. We better

[00:15:42.74] spk_0:
get

[00:15:47.44] spk_2:
good at being succinct and, um, trying to make it enticing, But you don’t have a lot of characters.

[00:15:58.60] spk_0:
Okay. Um, So, uh, what else Um, yeah, I know you have high open engagement rates. What What else? What other ideas do you have? People like we thinking, You know, this could work for their volunteer training. What other advice?

[00:16:08.81] spk_4:
But when one of

[00:16:44.02] spk_1:
the things that’s really nice about it is that people can click the link when they have time to view it. So we have some people who click a distance. They get it. We have some people that are sitting at their kid’s soccer camp Saturday and maybe do a month’s worth of of texts at once. And then we pull a report on the back end. Um, and the way we’ve chosen a handle, it is, um, you give our kids five minutes of continuing education credit for each, you know, training that they do each strip learning. And then that does that doesn’t telling a lot of

[00:16:46.23] spk_0:
12 hours, right,

[00:17:50.38] spk_1:
right, But over. You know, it’s 40 minutes a month, and so over the course of a year, it does add up and, um, no, it just ah, and then also they can use that information that can pass along to placements where the kids are plate, you know, if they have a resource that ah, you know, video that they found helpful that they think might be helpful to a foster parent. They can pass that along to them. And although our organization is small and we haven’t used it a lot for training for employees in a look non profit that that has a larger group of staff members work equally Well, it’s a really im not particularly Tuckey. It’s pretty intuitive to use pretty, pretty logical. And, um, you know, Allie, I find the content and alley makes it pretty. And, um, you know, it really just has worked out well for us, and it’s ah, very cost effective. But also, I can I can sit down, uh, you know, for a day or a day and a half and do all of our continent for a month or six weeks. Ah, yeah. Okay. And part of that is also finding the content.

[00:18:09.44] spk_0:
Right. Okay. Um, Ali, can you talk to some of the costs? I know, uh, you both said it’s cost effective. How did you pay by the message? Oh, are is that a standard rate for the year with a cap on number of messages or on the minute, How does that work?

[00:19:13.29] spk_2:
So we do have an annual there is an annual fee, and we are, ah, out of allotted a certain amount of text messages We actually use the majority of our text go out and are used for trained by cell, engaged by cells, the platform. And then they have to kind of stub platforms during my cell and also give by cell. So please do use it also on four developments. It’s a very small, you know, that’s we started it as trained my cell. We started the train myself technology, and then we’ve done it for a couple of giving Tuesday and our own fundraising campaign. So we’re just that last year’s our first year doing that as well. So do use it for that as well. But I think we just did the math on this or executive director did, and I think it’s about messages that right, Emory?

[00:19:39.83] spk_1:
I didn’t see what her mass ended up coming back, but basically what you do is you you, by a certain amount of, um, text messages and um trained myself been really good, giving us a non profit rate and which is I believed to be much full. Oh, you know what they charge in? And, um Oh, and then we use we buy one bucket and some of those air used for fundraising. A smaller amount in our organization and the rest are

[00:19:54.64] spk_0:
used for training. Yeah. Okay. Um, I know you both said it’s cost effective. Um, what

[00:19:55.27] spk_1:
we’re sending out, we’re sending out to tax a week.

[00:20:06.45] spk_0:
Oh, yeah, that’s right. I was gonna thank you. You reminded me where wanted to go. You said 40 minutes, 40 minutes a month. So and it’s five minutes. Right? So that sounds like eight messages per month, twice a week. Okay,

[00:20:21.62] spk_1:
way wanted it to be, um, you know, enough to keep people engaged, but not so much that it became an annoyance. And we generally in the text out between 10 AM and two PM um, and usually Tuesday, Wednesday or Thursday, I’m

[00:20:30.26] spk_0:
tested different times of day in different days. And then

[00:20:33.57] spk_1:
that that was actually the information that trained by cell gave us as faras the best times for people to open texts and

[00:20:51.34] spk_0:
10 to 2 and Tuesday, Wednesday, Thursday. Correct? Yep. Okay. Okay, Um I mean, we don’t have to wrap it up, e, I’ll leave it. I’ll throw it up to either of you, but we can if you feel like we’ve covered it. Anything either. If you wanna, you wanna add?

[00:21:37.72] spk_1:
I think one of the other things that has been interesting about this technology is how it has really built a virtual community. Um, and, uh, that wasn’t our intense. It actually wasn’t even non. But, you know, really, when you have advocates are advocates are all working individually. They work with individual kids or an individual family of kids to the placements. And so a lot of the work that we do is kind of an isolation that are volunteers do. And so, um, you know, they’re all getting this same article. And so what Southern? The office they can say, Hey, you know, did you see? Did you see that article about whatever? And so it’s been a really good at community building tool and, um, has has, which wasn’t on a non expected benefit.

[00:22:07.24] spk_0:
Okay, we’re gonna leave it there, then sound right. All right. All right. From court appointed special Advocates, child advocates of Montgomery County outside Houston, Texas. Anne Marie. Ron Zeman, director of training. And Olly Stevens, marketing and communications director. Thanks so much for sharing and please stay safe.

[00:22:15.74] spk_1:
Thank you very much.

[00:24:14.40] spk_0:
All right. And thank you for being with tony-martignetti non profit radio coverage of 20 NTC virtually sponsored by Cougar Mountain Software. The Nolly Fund Is there complete accounting solution made for non profits tony-dot-M.A.-slash-Pursuant er mountain for a free 60 day trial. Thanks so much for being with us. It’s time for Tony’s Take two unleashed the game changing power of planned giving at your non profit. That’s my free. How to guide to help you get started in planned giving. Get your program started. It will help you decide if you’re ready for planned giving. If you’re not ready, of course you can stop right there. You want to read any further? If you are like most are, it’ll show you how to promote your new program and to give you strategies for stewardship of your new plan to give donors. How do you get the guide you text you text guide to 56525 were texting more today. Remember text more text guide to 565 to 5. That is Tony’s Take two. Now it’s time for file cleanup. Welcome to tony-martignetti non profit radio coverage of 20 NTC. That’s the 2020 non profit technology conference. Were sponsored a 20 NTC by Cougar Mountain Software. My guest today kicking off day three of what would have been the conference are Julie Chu and Eileen Y Smell. Julie is a quality. The quality and standards manager at Kara Chicago and Eileen is knowledge and database knowledge and data manager at Community Catalyst. Good morning, Eileen. Julie. Welcome. Morning. Morning. Your workshop topic is from chaos to clarity. Practical strategies for file cleanup. Eileen, let’s start with you. Why is this? Uh, it sounds daunting. It sounds dull. Why should we motivate us? Why should we be paying attention to our Ah, our shared files?

[00:25:32.04] spk_4:
Yes. Um, anything but dull for us. We We were doing it in preparation from a move from the our local server to a cloud based file system. And we were moving partially because we needed the better technology. But also, people could not find things. There were multiple drafts, people even using the very limited search function of, um, with our local server system, people would search for things, find multiple copies, not know which is the right one. There people were storing things in email attachments. There was no central way to have our information accessible to everybody on DSO. It was critical, uh, for us to do our work and move forward to both clean of our files, which was actually a first step to get a folders. I mean, you could clean up our folder structure and then to go through our files and really get rid of things that we didn’t need organized. The things we did need to make sure that people could, uh, could get their hands on what they need in a timely way and get about the business of doing their work.

[00:25:49.65] spk_0:
Yeah. You want to build? I’m not gonna pick that up now. Sorry. Um, this is what happens, You know, working from home with multiple lines, it will stop eventually. Yeah, people, people need to be able to go to their go to their directory and get what they need quickly not wondering whether we’ve got the right file or the right draft, etcetera under. Of course, Julie, How did this come up for Cara Chicago?

[00:27:21.17] spk_3:
Yeah, So are our stories a little bit different from my leans, But we did have originally were using a bowel server and it became crowded with dressed over 20 years worth of files. Eso we had a top folder structure that had over 100 folders on dhe. All of them were accessible by anybody in the organization. Even though things like performance reviews and personal files were stored in those folders. Eso they kind of had, like, they carried the legacy of how the organization had transformed over the years over the decades. Really? So you would see, like, old apartment named files in the in, In In the top level folders. Um and so we decided a couple of years ago that we needed Teoh do exactly what I lean with, saying we needed to make sure that staff were able Teoh access the files being eat it quickly. And things like organizational or enterprise resource is like the organizational map or are master calendar. I’m weren’t buried in nested folders, so we did that and we and basically looked at what each team was using currently, and moved those folders, those files only over to a new foul server. So we’re in a different file server, which we didn’t move to the cloud like Eileen’s organization did. Um, we plan to do that in the future, but at this point, we’re all using we’re using another clean folder structure in a different belt server.

[00:28:31.47] spk_0:
I want you both to know that I am sympathetic to this. Um, I’m very scrupulous about creating top level folders that for it to be a brand new category or ah, it’s a high threshold for me. But when I’m both when I’m at a client, you know, using a directory that I have access to or when I’m just organizing my own folders, I can’t my own folders, you know, including my consulting. I can’t think the last time I created a top level thought folder, so I’m scrupulous about that. I’m I’m sure it doesn’t carry down to the level that the two of you were involved in, but a taste of the top level. You know, I don’t think every new activity requires a new folder, you know, for the month or the day or something, like, you know, so I’m at least at least cautious about that. The top level. Um, you

[00:28:35.71] spk_3:
like to hear that? All

[00:29:02.94] spk_0:
right. Thanks. So trainable. Credible. But I know it goes much deeper than that way. We will to um so I guess I don’t know. It is a fair place to start. Like, how do you get your arms around this project? That who should be involved in all the all the users or just a representative from each team or something? How do you How do you get the project? Ah, the the reorganization kicked off. Julie, let’s start with you.

[00:29:14.57] spk_3:
Yeah, Yes, that’s a great question in that. That is, that was actually going to be the main focus of our present er session. So at north

[00:29:16.49] spk_4:
of our

[00:31:02.69] spk_3:
organizations, we ended up meeting with departments with individual departments. Before we met with those teams, though we had to ask each teen I mean work with each team Teoh and asked him to do some prep work. So we wean. Maybe could give a little bit more information on that because I really admire the way that she kind of galvanized each team to do that work for my organization. We I basically gave them a template, a spreadsheet, and asked them to inventory the things that they actually use on a regular basis. And I feel like that was really tedious work for the organization or the departments. But I think it really got them to think about Thean importance and the value of each of the things that they use and save on the file server. So that really just gave people kinds a kind of perspective of what they needed to bring with them into the new file server. Eso before, after after they did that, we would I would meet on Guy would organize this meetings with each team Teoh line by line and go through that spreadsheet and to talk about whether or not there were duplicates of the of each item in. Sometimes there were, um, and sometimes people did not know that they were working off of. I’m the same file but saved in different locations. So things like that kind of surfaced. So meeting with each team was definitely essential even after they did that initial inventory, because I found that teams weren’t talking about those things. They they needed somebody from the data and tech team to kind of organize them and kind of organize that conversation. I feel like, um, you know, my work and as well as Eileen’s working this project was really the importance of it was really to Teoh organize those conversations because they were not happening,

[00:31:11.73] spk_0:
All right. I mean, before we go to you on the same question, you know how to get started. I just wanna ask Julie. Did those that spreadsheet did that go down to the file level? So it was hierarchically organized spreadsheet?

[00:31:45.96] spk_3:
Yeah. Sometimes they actually did go down to the file level most of the time. Most departments have just so many individual files that we ended up just talking about folders, which it’s fine to, um, which was fined Teoh. We would just have to revisit individual files once we moved things over to the new file server. Just make sure that we were truly keeping on Lee the things that we really needed and not some spreadsheet that was really important, you know, a year or two ago, but not no longer important.

[00:32:11.83] spk_0:
People keeping old, um, male query queries of non queries, trying to say um Mail merges Mount Mel. Murder number emerges Labels. Yeah, exactly. Envelope files. Okay. All right, Eileen, about how about you? Where How did you kick this off? Help listeners understand how to get started with a project like this.

[00:32:40.57] spk_4:
And I do have to say that part of we model I modeled our way of doing it on Julie’s. Um, I had put a query out to the end 10 list. Serve is far. Aspinall cleanup. Julie responded. And so we actually this idea of working by program we I took from Julie, We completely

[00:32:45.37] spk_0:
OK, Julie. Is that why you say you admire Eileen’s work because she copied yours?

[00:32:57.34] spk_3:
I think Eileen took what we did. And just like this was 10 times better. So that’s true. Admiration.

[00:32:59.64] spk_4:
Mutually ists.

[00:33:31.54] spk_0:
Time for our last break turn to communications relationships. The world runs on them. We know this turn to is led by former journalists. So you get help building relationships with journalists. Those relationships will help you when you need to be heard so that people know you’re a thought leader in your field. Turned to specializes in working with nonprofits, their turn hyphen two dot ceo, we’ve got, but loads more time for file cleanup.

[00:35:29.24] spk_4:
Really hard to imagine sending people off to their corners and telling them just to clean. I could not imagine that happening on and it’s been tried before. And so this whole idea of doing it in groups, which there were some, you know, some higher ups that were naysayers that said, You know when and you just have people clean But the manager’s overall, we’re so grateful that I was scheduling these three hour slots, which seemed impossible, like I thought there’s no way they would do it. They were very excited, believe it or not, uh, excited about having these three hours lots to sit with their team because they said they would never do it and it has to be done. And so it really it was both, um, great for getting the work done, but also forgetting staff excited about the project and able to, ah, to see the value of it and to be a part of the solution later on. And so the prep work, which Julian mentioned that I did, we didn’t I didn’t do the inventory, um, but I had a knee email went out to managers encouraging people to do some prep work before the three hour meetings. And so I created what I called the vault, Um, which I described to people as a storage unit in another state that you need special permission to get into. So what it was is a place that for people who didn’t want to delete things, it’s like you don’t have to delete it. Just put it in the vault, you know? So it’s like it’s something that they really don’t need, but they can’t let go of So we put it in the vault, keep it out of the way. Um, now that’s different. For somewhere, they said, we need a historic archive because we sometimes need to refer. It is like Keep that. Don’t put that in the vault because you need that. So that’s there’s difference between an active archive of the history of the program and the balls, which is essentially one step removed from from deletion. And so I asked people to, you know, creative all folder and start moving things in. I gave them just, you know, simple, simple things, just so it would be overwhelmed. Look for drafts you know, to get rid of drafts. Um, I actually should have refreshed my memory of what the other one’s work, but also, you know, looking for boulders where there might be just one file, um, to get rid of. And so I just gave them a little bit of prep work and then that most of them did and then, wonderfully, one of our senior managers, um, who was part of that, wrote a follow up to say that their session was incredibly successful because of the proper work. And so that encouraged others to do the proper to.

[00:36:11.41] spk_0:
And then what did you do in these three hour meetings with them?

[00:36:42.08] spk_4:
So we did it. They were all a little different. Interesting. We had a template, and we actually unlike Julie did these herself and we hired. I had a consultant to facilitate these, and depending on the program, they went different. So basically we would go through in the best case scenarios go through just systematically folder by folder by folder. But But in the prep work, sometimes they would write, deletes with discussion. And so we go through the those two. It’s like some that people had already identified, we might be able to delete, and we really literally deleted them in real time or moved them to a vault in real time.

[00:37:13.93] spk_0:
Okay, how about the the organization? So we’ve talked so far about what files may be needed or not needed, needed actively or needed a ZX ah, vault file. But about the folder structure, the hierarchical structure. Is there people competing around that? Is that difficult to reorganize? People used to going to a certain nested folder and finding what they need. And now it’s gonna be a different name and a different different hierarchy. Is that Is that trouble?

[00:38:28.12] spk_4:
Well, we had It hasn’t been. We had a folder structure working group. It was about across organizational group, about five people who we felt identified them based on that they could see the forest and the trees. That’s what we needed. Systems people who also, you know, strategy people, but knew what was important from a systems level and working with the same consultant. And we started looking at the existing one. She had done a lot of discovery to find out. Um what? The organ it not my phone is ringing what the organizational, um needs are, um And then we started just moving pieces around until we got a structure that reflected the way we do our work. And so by the time this working group was done because their chorus organizational and because they were taking this to their teams when we were when we released the structure, people were very relieved. For the most part, there’s always resistors. You know, Julie, right? Well, or people who were You know, if that resistors people who were slower to accept it on. And so, yeah,

[00:38:51.93] spk_0:
Kallstrom’s I like to call them recalcitrance, but they you have to try to bring them along. Julie, let me ask you about something that I lean alluded to. And that wasn’t a problem for her. About, um, leadership buy in for the time that this is gonna take was that we haven’t had that go for you. Or do you have advice about it that’s basically making the case for why so valuable that your leadership supports it?

[00:39:49.48] spk_3:
Yeah. I’m really glad that you asked that because we ended up. I am a manager and I ended up. I’m talking about how to get leadership on board. We prepared like a 20 minute presentation on the leadership team meeting. It only took 20 minutes to actually Dio, um we kind of expected, like Eileen with saying some resistance at that level just because this is a file cleanup project and we were proposing that this would take, like, a year. Um, and we went into the leadership team meeting thinking, you know, just prepared for the worst. You know, eso we went through with it and they were actually very, very enthusiastic about it. We were expecting, at the worst, just resistance to the timeline, at least. Or, um, you know, just a plain, like ambivalence about it. But people were actually very enthusiastic because it impacts daily routines. We actually also did a pre survey leading up to that leadership team meeting just to amassed staff. How long they’re actually spending searching for files what they would want in a new folder structure things like that. And we took those results to that leadership team meeting put in the presentation and we, you know, like from that survey, we found that people were spending upwards of and three hours each week searching for items on trial

[00:40:26.16] spk_0:
that that’ll help make the case

[00:40:27.82] spk_3:
Exactly. Yeah,

[00:40:29.04] spk_0:
hours they aggregate the time over a week. Three hours. Okay, Right for

[00:40:51.54] spk_3:
over items. And so we way used to say that. Yeah, that would be That would mean that overall of about one full time workers. Time was actually spent each each month and little for files. So that was a really, you know, like, hard hitting kind of figure that we used for leadership team, meaning toe and really illustrate how much time was being lost doing this day to day work. So that really, really proved the case, and we started at that leadership team level, presented the plan. Teoh, do the team. My team meeting also asked that, and they support the prep work that each team would have to dio on day were They were very, very enthusiastic about that after hearing that.

[00:41:46.70] spk_0:
Okay, so you both had management enthusiasm. Enthusiasm? Yeah. Yeah. Okay. Um, s So we still have some time together? If there’s mawr that, uh, we haven’t covered that you want you think is important for listeners who might take this on either of you is where should we go from here or yeah, anything. I have recovered it, and we exhausted the topic.

[00:42:12.70] spk_4:
Um, I think the only thing is just that, uh, for people who think that it sounds, I mean, back to the beginning of it, sounding dry that if it’s phrased is is what Julie was talking. I was just so critical to the work that it’s not administrative task. It’s really a programmatic strategic, um, piece of work. That means that people can focus on what they’re doing versus looking for things, which is no small, no small thing when you know, non profits are strapped and need to really make the most of their time in the resource is

[00:42:38.85] spk_0:
yeah. All right. We’ll leave it there, then. That’s yeah. You want to be ableto find what you need quickly, a couple of clicks and you should be there. All right. Thank you very much. That’s Ah, Eileen y smell, knowledge and database. Sorry. Did that First time to knowledge and data manager. A community catalyst. Um, your Providence, Rhode Island. Um, and Julie Chu is quality and standards manager at Cara Chicago. Eileen, Julie. Thank you very much. Thanks so much for sharing. Thank you,

[00:42:54.57] spk_3:
tony,

[00:44:01.10] spk_0:
they well, and thank you for being with tony-martignetti non profit radio coverage of 20 NTC sponsored by Cougar Mountain Software. Thanks so much for being with us next week. We’ll have more from 20 NTC. If you missed any part of today’s show, I beseech you, find it on tony-martignetti dot com. You that vacuuming in the background, good work going on, and they clean up very well, Uh, before they depart. I appreciate that. So we persevere. Were sponsored by wegner-C.P.As guiding you beyond the numbers. Wegner-C.P.As dot com Can you hear me? And by turned to communications, PR and content for nonprofits, your story is their mission. Turn hyphen two dot ceo. Our creative producer is clear, Meyerhoff shows Social Media is by Susan Chavez. Mark Silverman is our Web guy on this Music is by Scott Stein with me next week for non profit radio Big non profit ideas for the other 95% go out and be great

Nonprofit Radio for May 11, 2018: SMS Fundraising II & Digitally Tracking Your IRL Work

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Meredith Begin & Ellen Pascale: SMS Fundraising II

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A new panel continues our convo from last week, taking on KPIs, testing, your donors’ lifecycle, and more. They’re Meredith Begin from Upland Mobile Messaging and Ellen Pascale with The Humane Society of the U.S. (Recorded at the Nonprofit Technology Conference)

 

 


Emily Patterson:
 Digitally Tracking Your IRL Work
Self-described “data nerd” Emily Patterson talks you through online tracking and analyzing of your offline activity. She’s founder of Bee Measure. (Recorded at the Nonprofit Technology Conference)

 

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i’m glad you’re with me. I’d be thrown into karate. No durney mia, if you joined us me with the idea that you missed today’s show sms fund-raising too a new panel continues our convo from last week taking on kp eyes testing your donor’s life cycle and mohr. They’re members of begin from coupland mobile messaging and ellen peskay alla with the humane society of the united states that was recorded at the non-profit technology conference and digitally track your hyre l work. Self described data nerd emily patterson talks you through online tracking and analyzing of your offline activity. She’s, founder of be measure b e and that’s also recorded at the non-profit technology conference on tony’s take two it’s time to make time responsive by pursuing full service fund-raising data driven and technology enabled tony dahna slash pursuant radio wagner sepa is guiding you beyond the numbers. Wagner, cps, dot com and by tello’s turning credit card processing into your passive revenue stream. Tony dahna slash tony tello’s let’s, kick it off! Here’s sms. Fund-raising too, welcome to tony martignetti non-profit radio coverage of eighteen ntc non-profit technology conference coming to you from new orleans hashtag is eighteen and t c this interview is sponsored by network for good, easy to use dahna management and fund-raising software for non-profits my guests for this session are meredith begin and ellen pascal. Meredith is mobile strategist for a planned a mobile messaging, and ellen is mobile marketing manager for the humane society of the united states. Mary ellen, welcome, you should have you both. You’re thankyou. Your topic is can you really raise more money? Can you really raise money through text messages? Meredith start, do you think there’s some skepticism around this? Is that why you freeze that as a question? Can we really can you really do this? I think there is a lot of people don’t they look a text messaging as just a one to one thing on, and they don’t really know it as well of organizations using it as a tool in their tool box for fund-raising for long term, it was just a one off for right relief for volunteers or something like that indeed, is the back and forth engagement throughout the entire life cycle of the subscriber on dh. With that engagement, there’s often asked for for some funds to help out with some programs. Okay, ellen, what is that life cycle look like? Meredith is talking about the life cycle of the donor through your your your text program? Well, well, they become, and usually through advocacy, okay? Or or or through one of our just opt in key words and and we like we’ll ask them for money for maybe a rescue or something, an animal rescue and yeah, eso and we’re asking a lot of the same people that are on her e mail list that are, you know, see, they’re going to our web site there, seeing our ads there are facing their facebook followers and whatever, uh, and and they they donate at higher rates on sms, which is kind of something that might be surprising to you because you’re not used to seeing a lot of brands or especially non-profits in your text, you know? Hyre but yeah, and then we follow up the same way email would thank them and yeah, we use is it’s like an outbound, you know? Broadcast service similar t mail, but different because it’s, you know it’s a different type of medium. How did the open rates compare email versus sametz a marriage until i speak a little better to that. Ok, well, how about you know what i mean? Just for the main zsystems xero but i don’t know how how open rights should be captured on sms, but there seems to be there’s like an industry staff just this has ninety nine percent are open of texts, which kind of makes sense when you think about your own text like you’re not leaving them just sitting there with a little red right now, who does that? Buy-in but i don’t know how that’s really counted you have something that i’m sure it’s actually the industry that counts, quote unquote, open rates for email, i mean, for text messaging on dh they so we basically go by reports from what the industry provides to us, and i’ve seen statistics from ninety eight, ninety nine percent of text messages are open and the majority of those air within the first ninety seconds well, the ninety seconds yes, ok, i should really be that surprised it. Takes a priority in our lives until the next thing comes along that trumps texting the way email got trumped by by texting right? I mean there’s going to be another technology? Maybe you don’t know what it is. I mean, text messaging sms messaging has been in existence widespread since since the ninety’s the first text message a billy was in nineteen ninety two eso email isn’t that much longer, although you’re right that that text messaging is kind of the new or medium has people emails play the email, open rates are decreasing action race conversion rates fund-raising fund-raising everything’s decreasing on email because people are are finding other mediums to communicate. And text messaging, though, has continued to stay strong and steady buy-in you don’t want to predict what’s gonna happen, what it’ll look like, the landscape will be ten years from now. Years from now, there is this new thing out that technology the industry is trying to push forward and called rcs rich communication something and it’s similar to kind of building out miniature web pages via a similar text messaging system. But the industry is still currently working out pricing for that it’s quite. Possible that it’s going to be cost prohibitive so there are no technologies that tend to come out, you know, there’s, there’s, aps chat apse that are used with push notifications. But those all requires somebody to actually download an application in order to be able to use everybody already has actually passed on their phone with a smartphone. Exactly. Okay, so ellen so the humane society has made as mainstream hoexter text e-giving it’s a part of your fund-raising plan. I don’t know if i could take credit for making e across, you know, not not your pioneered it, you know, but you mainstream did i mean within you make so is a part of your fund-raising yeah, it’s it’s not now, by that you mean just to clarify you mean text, text to donate, as in like hoexter keyword and two don’t have ten, ten dollars, out of your way. You educate me? Maybe i’m maybe i’m not referring to right way we’re talking about text e-giving i thought that i meant yes to give is actually just a portion it sze one one way to text and doo doo fund-raising okay versus what there’s some other way. Yeah, way volunteering or what? Well, so most of the money that we raise using sms is through broadcast messages with a link to a donation for okay, i’m hearing this for the first time. So give me a chance. Cast messages with link to monisha. Okay. So text message with you like this, but there’s like, you know, okay, something. Yeah, so that’s us reeling out, doing a deal. I’m the remedial student. I’m just learning this for the first time, but all tryingto hold up my side of competition. Okay, so most most of the that’s, the way it’s done well, that’s, most of the money we raise is from that comes from that. Yes, right. But we definitely also for, you know, for mention before we do a lot of animal rescue. So there’s a lot of like disaster response to the lot of urgent asks. And in those cases it’s really useful to have texted donatas well, that’s that’s when you see, like text love to teo two due to donate ten dollars, to our animal rescue team and that’s, you know, during like hurricane harvey or something. And so so that yes, so we raise money both ways, but we, but partially due to the size of the gifts, i think is why the sending the techs out with a wink? Usually i mean, definitely raises more money, okay? Hyre in terms of best practices or well, before we go on to that, i just wantto kind of clarify the difference between broadcast messaging and text to give s o the broadcast messaging that helen’s talking about where you send out a broadcast with a link, those air to subscribers who have all confirmed to receive text messages from you already. So though ellen is able to send out a text message to them, ask them to donate the text to give where you’ll see a keyword to a short code toe donate a certain number of a certain amount of money, those air usually only five, ten or twenty dollars, allotments amounts and it’s actually a pledge to donate, and then those that funds those funds are actually pulled out. You’re basically build through your phone bill, so if i pledged to donate ten dollars, then on my next phone bill, i see an additional ten dollars debit. Ok, ok, we’ve seen that, yeah. Okay. Thank you for distinguishing against the medial for medium part of this panel. It’s. Time for a break pursuant. The art and science of acquisition is one of their content papers. Has your revenue could use more donors? Therefore, you need to keep your prospect pipeline full so the money keeps flowing to the important work that you’re doing. Hence, you need this paper. The art and science of acquisition it’s on the listener landing page at tony dahna slash pursuant radio let’s, go back to the remedial student learning sms fund-raising too. All right. So some of the tools yeah, let’s, let’s talk about some of the tools that are out there to help you put make mainstream this into your fund-raising plan some of technology that’s available. Wantto start. Sure. So i’m with the blood mobile messaging and a lot of are. A lot of your listeners probably are more familiar with mobile commons. We mobile commons was purchased by up land software about three years ago. Now, so it’s been a long, slow process to change our name and so are now up on mobile messaging. Yes. Um, and, you know, we have tools. Everything in our in our toolbox in our platform so our customers can actually log into a platform to manage their list of subscribers to create groups of segments based on based on geography based on legislators based on how they’ve behaved in previous text messages. There’s, all sorts of custom fields that you can use to kind of personalized thie engagement with the person on the other end. We also have trackable links. Eso each link has a little code added to the end of it so that we know when someone receives a text message if they clicked on it or not. Weii, you can send sms or or emma’s messages. Mmm. Way of jargon. Jail on non-profit sms is your standard messaging service. Yeah, it’s one hundred sixty characters it’s like the original text message. Emma’s is pretty much the same thing, but you think you have the unlimited characters for a multimedia? Some message passes. I never know. Media message ings, multimedia’s one word service your hat messaging multimedia’s one neo-sage messaging service service service is i don’t know zsystems okay, so emma messes if you attach like a graphic or a gift for some sort of an attachment along with a text message of ellen. You see, actually, i want to go step back. It was there any reluctance in humane society to bring this are looking or smile to bring this into into the fund-raising plan? There may well have been, but i have only been duitz i’m doing this since june two thousand seventeen officially. Okay, so i was able to kind of bypass a lot of that, but i wasn’t the orders i’ve been in the organization for seven years about don’t try to do any age with that wake enough. Okay, good it’s. Not long enough. Okay, um, yeah. So when i when i started sending her text, we already had a pretty good list and there was a pretty good buy-in internally, they’re great people running the program before, okay, but yeah, i mean it’s, it’s, it’s an ongoing process to kind of sell it internally as something that’s worth continuing to invest in because it is a smaller list. Then you know, if people used to email people using millions of followers on social media and it’s and it’s not that many just because of what it is because it’s it’s something you have to opt into, you’re not used to seeing millions. You know, when you go in your email, you see a ton of non-profit ideo i don’t know, i kind of company is emailing you. I should say and it’s it’s not, you know, you could just leave him in ignore on email. But where there’s a mess, you’re going to opt out if you’re annoyed by it. So it’s so it’s, kind of, you know, there is a smaller lines now it’s growing, but yeah, so so, yeah, the thea the buy-in is an ongoing process, but i did. I was able to skip over most of it. Okay, but of course, you have metrics to demonstrate what the are alive does look like so you can be making your case. Oh, yeah, okay. Absolutely. Okay, uh, what are some of the things you measure? I’m going to jump around right now. We’re going. Now we’re gonna move to metrics, one of the things that something you recommend on our listeners role in small and midsize shot probably smaller than humane society, but still we’re big non-profit ideas for the other ninety five percent. Yeah, so you’re gonna represent the big non-profit idea. Part of what you may be measuring. Well, a lot of the the kp eyes keep performance indicators and hears you are this. I want to got there, i think. E think i guess i’m a little nervous, but so a lot of them in the same is what you’re tracking. Email, quick, the rate. Well, response rate. Something to call action rate, depending on what we’re standing on. Radio it’s the number of people that did the thing you want them to dio over how money works, abila saying or delivered were delivered. How is that different than the click through rate? So click the rating is how many of the people that, well, how many clicks it just clicks not the people that, like, donated so it’s. So it’s clicks over delivered it. Supposed teo donated over deliver. Okay. The ultimate action over. Yes. Yeah, andi. Also a conversion rate. So it’s, seeing how many people that clicked on it actually went ahead and donated and that’s a lot of times indication of where you’re sending them. In that case, the message is clear. In that case, the denominator is how many people click now? How many people were sent? How many people click, then, actually then took the action? Yes. Okay. Proportion with simple fractures were doing instructions, right? Yeah. Okay. Um, i mean, i also look att i lookit opt out rates to see if, like, if it’s a kind of indicator of maybe i’m spending too much of one thing. Okay? Or if a lot, i mean, if people are interested in something i’m asking not necessarily with fund-raising so, yeah, that’s it’s something i definitely keep track of delivery rates to from a lot of the message we’re failing. Are you the person actually writing the text messages? You are? I was the better. I was going to meet somebody. One of them? Never. Yeah, never. Okay. We’re in the right place. You’re one of my highlights, possibly of my career. When i was out at happy hour and i was telling somebody i used to run the mobile program at food and water watch. I was telling somebody about it, and she was like, wait a second, are you mayor? I was like, yes, i’m there’s grantspace totally like that’s. Like when somebody says, oh, i already listen to your show. Oh, hey, welcome. Thank you. Yeah, yeah. That’s. Great. All right. Any other k p i that we should be measuring. That elearning mentioned order for fund-raising specifically, we’re going to get two other goals. Means gold platform. The optimal messaging platform allows you to do so, maybe testing eso. At that point, you could you could. Use you could basically tested measure anything that you want. You could test time of day. You could test whether or not using somebody’s name and their text message makes a difference. You could test who the messages from whether you put the organisation’s name at the beginning or the end there’s, whether a graphic makes a difference or not, whether defer to different types of graphics make a difference. We wish one of those is the winner. Okay? Not not dissimilar from what you might. Just an email. Correct? Because the subject line but testing some things are similar. Correct? Okay, related. Difficult part with fund-raising is, you know, just like with email. Is it’s it’s hard to get that statistically significant number if if you’re listed small. Luckily, well, not luckily with through hard work. Humane society of united states list is quite large. So so they are able to get some good numbers. Okay, let’s, talk messing with different goals. But where? Ellen, what are you using besides fund-raising? Are you using sms for other purposes? Yeah, so are our main goals for a sametz are fund-raising and adversity just kind of our main roles goals for digital market department here. Is that your fund-raising obviously as well. And so so yeah so way. Send maura text. Not for fund-raising then we send for fund-raising so advocacies the most. You know what we’ve message most about? What kinds of actions are you trying to stimulate people too? Well, a lot of calling legislator, congressman locally a lot of times to we’ve had them called city council members lots of calls. So then upload has a has a good system for, like you reply call to, like, be connected. So it’s it’s, kind of like integrates like mobile, very tech savvy text savvy. Okay, uh, and i mean there’s, some there’s, some engagement and education as faras goals too. But the mingles air abila fundez meredith. Other clients that you see using sms for other purposes. Oh, yes, well, we have probable messaging mobile comment specifically because that’s, the platform that were it’s currently called, has in addition to non-profit customers, there are a lot of health organizations, health and wellness. S o a couple of health, what i’m trying to say benefits, health benefits or so and better santini and better is an organism is one of my customers and and they engage with their members on different insurance. Eso if there’s deadlines coming up for enrollment, if there’s different things, having to do it different, that with their betterment, education, education, information, and said there’s, some of that your doing, some of that but it’s smaller one of the with this being an election year and one of the really great tools that we have is a polling place locator s o we dude use data from the pew charitable trusts that they it’s it’s actually, the voting information project and it’s, a partnership with pew, google maps and thes and state agencies for elections. People can text it if if an organization sets up the polling place locator way we have the all the data, you just plug it in and is ready to go. They gonna have people in their text a keyword into their short code or just a note, a broadcast and reply with your address and zip code. We’ll send her your polling data, it’s all automatically it’s a it’s, a query tool within the platform itself. We want listeners to be thinking about what? What there, constituents, whether it’s volunteers donors just interested interesting people. You know what information is valuable to them related to our work, right? Right, exactly. And so if there’s events coming up, we want to get real recruit people to a rally you can even organize through that you can organize buses once or rides, and then once you have a list of all your buses, maybe say, you’re you’re going to try and convert people to a washington, d c for a gigantic rally, you could have people text in their address and find the bus that’s going to be in their community, and then they can get connected. That way they can r s v p elearning about trying to get people to opt in. What first? What channel do you use? Use? Use, use text and then say, how does it work? Way texan until they until they often yeah, so starting with so they’ll well, that that is an option for the most part way have abassi alert pages. Oh, our informs on website so if you want to send a message to a congressman or something, an email message there’s a form and then one of the fields there is mobile number and it’s got like a checkbox hopped into tax and that’s we get most of our list from that, which is great because we also get all the admiration that was on that form and they’re also under the melons. So we kind of second tio okay, but also way have a on our website in the footer there’s an opt in, we have none are after, you know, in our some of our email auto responders, i guess after donation after an advocacy action, there’s like text agents arrested three or six before topped and text okay. And does that include text to give that is are you allowed to be allowed to solicit by text what you get that additional often? Yeah, so we’ve takes good question. Yeah, so it know all of your questions have been coming in last o years? Yeah, initiating yourself the host does wonders, actually, yeah, it really does work. Yeah, let’s hope so, but yeah, so they’re on different short codes, so we can’t. I wouldn’t be able to say to text out to our my subscribers, mice drivers are stretchers. Like reply to donate ten dollars, through your phone bills, your text to give, because it’s a different phone number, they be replying, toso, those air maced, mainly seen on social media, or on our website, the like text to give the text, love to to want to do, too, okay, but opt in is three oh six, four, four you get people opt in to text to give they don’t, actually, i mean that there’s. After they’ve texted to give there’s, they get a reply that says from uscis is replied mohr, teo, teo, get text from us, and then though they will get her normal broadcast, but they really are kind of separate. They’re they’re separate short, okay, which means separate lists, basically it’s. Yeah, different purposes. Yeah, sure, code is like the phone. Oh, yeah, sorry, okay. Oh! Let’s see about some of best practices. I’m just going by your session description, right? I’m not no there’s. No gotcha questions here. I’m just going by what? You what you promised. So you promise in your session, you gotta deliver it also to not probably in short form. But we got we got several minutes left. Some best practices. Let’s start with you. Name? Name one. Okay. Always engaged. Even if you’re not asking for fund-raising you need to be consistent. Text subscribers are they’re they’re better with consistency. So if you’re going to send a text message twice a month senate text message twice a month if you don’t send a text message for a long time, then all of a sudden you do. You might see a really high opt out, right? What i remember. Remember this with them? Yeah. Okay. Okay. Ellen, you wanna go? Yeah. So the as faras i can’t really hear anymore. You can’t hear. Okay, you guys check your headset volume. Okay, well, goto you can hear me. We’re good. Yeah, we can’t okay if i were you talking to me, if you can hear, you know that’s pretty good. Yeah. Okay. You got it. So the tone is to be more conversational. Uh, e-giving because you texting is is more conversational than an email. And i wanted to be like from your friend, right? Your friends ask you for money about, like, five or six times a year. My favorite kind of friend? Yeah. So, yeah, definitely. The tones you try for humor? Not not really up to one hundred sixty, two hundred sixty characters. Text. I don’t know if my if the audience necessarily like if it’s got to be the right fit defense organization. I don’t know if i have that. If i work for an organization that would really make a ton of sense that we’re sending, like, you know, this horribly sad, like puppy rescue texted and you know something and then talked about it. Yeah, yeah, really. It’s hard, yeah. Characters. Oh, it’s. Uh, yeah, i was attracted teo and ultimately met my wife through this backward. Princessa personals ads were in print because in the little one column inch ad, she made me laugh. That’s pretty impressive, you know, she was, like, wanted elvis. And that she had a she had a supermodel supermodel amy, who was a supermodel look alike that you mentioned in your year durney covered. She said she said, cindy wanted elvis, cindy crawford look alike, except for left ear lobe left knee cap, you know, arm is arms, navel it’s, you know, that’s pretty good. You make me laughing. One column inches that’s, that’s, that’s this extraordinary. So i answered that i answer that, and i’m not going to say much to my chagrin mike delight. Yeah, so one hundred sixty characters. It’s. Tough to get somebody laugh. Okay, but one of the great things about texting is that you, it’s engaging so you might say, hey, you wanna hear a joke and then the person will be, like, sure, and then you send in the next messages automatically follows up, knock, knock who’s there and so is short. But you can. You kind of you can like i like your other menu. Yeah. And then got consent for a joke. A joke? You know, we’re lightening it up today when he was joking, knock, knock or whatever. So you kind of lead the conversation, but that allows you to get more information and less amount of character space by, like by engaging back-up you’re bonding a little bit. Yeah, there could be some value in it trying to do that every once in a while or something. Joke in a week. I don’t know way the month maybe i wouldn’t do every semiannual feels like you don’t have enough joking. Yeah. Stain on my voice is cracked, like fourteen to stay in the program. Yeah, we only have two jokes here. Copy that. We’re doing okay, huh? Uh, stay on back. Best practice. Another one. I did. And then i forgot it when you anything. Yeah. Come and get well present for fund-raising really? For anything that you’re say, linking off to make sure that wherever they go to is mobile optimized it’s, you know, and also keep in mind that not everybody everybody may i on your list, obviously has a has the ability to get tax, but not everybody has the ability to eat. They don’t a smartphone, not everybody. So just keep that in mind with your text. If everything has a link, a lot of people like i can use it. Ok, there’s enough. People out there without smartphones to be conscious of them. Oh, yeah, yeah. And you can send a segment around tonto, right? And you could segment right? And but yeah, definitely if you sent people to a form and it’s like, you know, a desktop from there, like pinching and everything it’s like it’s. Not a good look. Okay, removal latto yeah, jurors did years occur to you, meredith? Yes. Stay on topic with what they’re like on message with the rest of the organization. So if you are, you know, running a campaign on one particular topic, you want to make sure that all of your messaging through text is the same same graphics? Oh, no, same. Is that ok? But then you also want to be very sensitive about what’s going on in current affairs. If there is a saying, you know ah, school shooting or something. You don’t want to be sending out your joke that same exact day. Okay, consider context on what’s happening in the big world. In fact, outside your organization. There’s a world outside your work. Okay, because we’re gonna leave it there. That’s meredith begin mobile strategist for a planned mobile messaging. Mr and ellen nasco, mobile marketing manager for the humane society of the united states. Meredith ellen, thank you so much. Thank you for having me back. Would you lighten up a little bit? Did you loosen up a little? You know? Not not even a little. Even a little know. All right. Well, anyway, thank you on dazzle. Our interviews are at ntc at eighteen. Ntc this interview responsive by network for good he’s a used dahna management and fund-raising software for non-profits. Thank you so much for being with us in eighteen. Ntc. Let’s, take a break. Wagner. Cps. Start your due diligence. It’s at wagner, cps dot com. Okay, so go there. Get comfy. Cozy with the firm. It’s it’s. Other clients practices areas, etcetera. Then pick up the phone and i urge you talked to you eat huge tomb he’s a partner there. You know he’s. Been a guest here. You tell him what your needs are. He’ll listen. Tell us they can help you. No pressure, he’s. Not that way. Chatham up, he’s. Good people eat each tomb. Start at wagner cps dot com now time for tony’s. Take two. Summer is close. Very close. So now is the time to make the time for your time away. And i very much hope that that is going to include time off the grid. No e mail, no phone, no. Any other contact with the online world, which is we’re going to talk about the in rio in real life world very shortly. No contact with that online world. Get away from it. At least for part of the time. My encouragement video is that tony martignetti dot com goodling dot com. Now hear this. I’m a safe too. Looked our founder of good link at goodland dot com non-profits connect with businesses that advanced their missions. When i want the best connections i listen to non-profit radio. Thank you, chief. Good link with a c l a and see the new marketplace. Where non-profits meet vendor’s. No cost to you. Your bridge, your connector to products and services. I’ve tried to help them get started. See what you think they could check him out. Good link with si dot com. Now i have to live. Listen love and the etcetera, etcetera. So just going down the line. Ottawa, ontario live. Listen love up to yu up north munich, germany. Good dog. Uh, lou salome does california, waterbury, connecticut, brooklyn, new york, new york, new york, las vegas, nevada. Lovett, tampa, florida live listener love to each of those people, places and cities on the podcast pleasantries to our over twelve thousand on the podcast we might be pushing thirteen. You know, i haven’t looked lately, but i get a suspicion from another’s metric. Ah, so glad that you were with us. Podcast podcast audience the pleasantries go out to you and the affiliate affections toe am and fm am and fm listeners throughout the country affections to you as well. Now time for emily patterson and digitally track your hyre l work. Welcome to tony martignetti non-profit radio coverage of eighteen ntc from new orleans, louisiana, at the convention center. This interview is sponsored by network for good. Easy to use. Donorsearch monisha meant and fund-raising software for non-profits. My guest is emily patterson she’s, founder of be measured. Welcome, emily. Hello. Thanks for having me come back. Because we i talked to you yesterday too. I was part of a panel. Now you’re solo. Good to have you. Yes, my pleasure. And your topic. This time for today is track your non-profits i r l work digitally. You love digital thatyou love data, right? You’re in, you’re in data deep. Yep. I am a data fiend. Okay, i think your session description may have said data data. Geico data nerd. You know so many where it’s cool to be a nerd now i definitely yes, it absolutely is. Ten years ago, even five years ago, it was not so cool. Yeah, absolutely is. Read the twitter profiles so many of them say geek nerd yes, yeah, i always tell people i do the nerdy side of marketing so it’s off in the stuff that other people you know don’t want to do. Because it’s not creative, it involves lots of excel. Okay, but you’re in it. And you love wonderful. All right, so what what’s? Why do we need this session? It’s just break it down. What what’s so what’s so important here is not getting done quite right. You feel so? I mean, the just rolling up our sleeves if you don’t watch in the video she’s rolling up the sleeves, okay? We’re getting into it. No. Excellent. My inspiration was that there’s. So many tools to track online what you’re doing, you know, if you’re putting out stuff on social media or your website or email or basically anything that’s on the internet or digital talk, did digitalized weight t think of anything that’s online? It’s still easy to track, you know, it’s probably harder to figure out what data to be looking at or to pick a vendor to track it than it is to actually get the data that’s the easy part, but a lot of non-profits i would say almost all of them, i mean, they’re not just based on line, they have a lot going on on the ground, too, you know, the people that they’re trying to serve, they live rial lives there, sometimes interacting with computers or their cell phones, but they’re doing a lot in their regular life to that you want to know about. So this was toe look at a couple of different case studies for how non-profits in two totally different fields? S o we had conservation and then consumer protection about how they built these digital platforms and then got people to report on what they were doing in their real lives into them and then so they could get the data. Teo, create more educational content or depress outreach or, you know, tweak their programs that they were more effective. So it’s pretty cool. Okay, so, what’s, the best way to go into the show. We just should we go right into the case studies that you have a way to relay cem groundwork even more first. What do you feel? You think we’re ready for the case studies? I mean, there was a couple i could talk a little bit about similarities between the problems that they faced. Or maybe i should explain the case studies first. Ok, let’s, do the case study. All right. So now i saw three in your description is just too well that you two have america forest new dream in the better business bureau. We’re focusing on two out of three. Yeah, so i had better business bureau and american force foundation. And there is two projects for american force foundation that were, you know, kind of. Couple clolery okay. The new dream is out. Yeah. New dream. They were unable to attend the conference. Fortunately, turned into a nightmare. So wait. Although they’re very nice there’s still sleeping. You dream is still sleeping. Okay. Let’s do america first. So america, i’m sorry. Murcott forest. What can we what can we learn from that? What was the story there? So american forest foundation there non-profit that serves people who own forested land of ten acres or more. So it’s a very specific audience. Unfortunate it’s also very hard to reach audience because it’s not like you can just by an email list or going for on facebook and, you know, just target this demographic because, i mean, what do they have in common is how do we know who owns for us, huh? So if they’re not publicly owned, okay, so american forest foundation, they’re always trying to get data from these people about, you know, you know, what do they care about? What are they doing on their land? Because ultimately, they want teo get them more involved in conservation activities, especially in the on the east coast of the us. We think about forestland, force land is, you know, being part of a national park or a state park. But actually, a lot of it is owned by thieves. Private landowner. So might be people who inherited it from there their families or it’s a vacation property. So it’s, lots of smile parcels and, you know, it’s important at that time, akers could be minimum minimum ten acres. There are small. Yeah. So it’s important for them to know. And they’re geographically dispersed right over the country. Or is this international organization or this is the us? Us. Ok, but they’re all over the country, obviously, all right. Nor they’re all over the country. But it’s a lot of people, especially on the east coast. Yeah. Okay. Oh, really? A lot. Mostly these interesting. I would’ve thought mostly western or at least midwest. No. Ah, well, there’s. Not that many for forest land. Not just private driving ownership. Okay. Forest land? Yes. Okay. There’s. A lot more nationally. Own land and thoughtful and setting me straight. Okay. Yes, there is a lot more force. Like fairies are important too. I’m sure. Alright, but we’re not dealing with america prairie. Okay, there might be a different non-profit. Go ahead, please. Anyway, so geever a lot of people, you know, in the land, and they just kind of sit on it. Where? There. There are things that they need to be doing to take good care of it personally, i’m not a forrester, so i can’t go into great detail. But, you know, to improve water quality and animal habitat and protect against forest fires, lots different things. So american force foundation is always trying to reach these people, and you get data from them about, you know what they’re doing on their land and how best to get them to take these actions. So they have a couple of products. The website i was talking about was my land plan and it’s kind of part. It sprung out of a survey that the, um, national forest service did back in, like twenty eleven or so talk to these small landowners, and they found that, you know, they they didn’t really have a lot of good information about forestry that was catering to them. It was very written for a very professional level audience. They didn’t have a lot of good tools to understand what they needed to do, so they built this website for this audience. You know, to be a tool for them. My land plan. Okay, sell. How did they, how did they drop people, too? This site, with the constituency being so difficult, identify how they get people to my land plan. Yeah, that was definitely the challenge. Through ah, a lot of adjusting and a lot of facebook ads honestly ended up being one of the best ways to our get to them. So i know there’s a lot of kind of facebook ads, there’s a lot of bread press going on with them right now, way, i’m not sure when this is going to air, but we’re in the air in the week when mark zuckerberg is testifying two days before different congressional committees about facebook’s collaboration or whatever i work with cambridge analytica and also the russian hacking. So justo filled listeners and i don’t know when we’re going to be airing this, but it may be a couple months from now, but just hearken back to that’s. What emily’s referring to this is mark zuckerberg week in washington d c okay, please, no. Yeah, i mean so. Yeah. One hand. I understand. Where? That’s? Yeah. Where that’s coming from. However, at least one having worked with ff actually, at this point, i used to work for a photo. And then anyway, this is a couple of years ago. So we tried all sorts of different ways of marketing this site. Buying advertising and local newspapers in certain areas where we wanted to reach those landowners buy-in email lists and facebook ads were by bar in a way, the most effective way to reach people when we tested a lot of different messages and it’s kind of ironic, but the hunting message targeting people who are interested in hunting, who we’re interested in improving their land because they wanted to attract more turkeys or deer elk. Teo ended up being the most effective way we were able, tio get new sign ups for the site, but the person who is in charge of this program is a vegetarian, so it was always paying her to be writing these he’s hunting and all right, so so they that’s how they got people to the site and then what’s the what’s the lesson we can learn from from a f f thiss survey site, so it didn’t really start off as a way to collect data about landowners, but we quickly realized, like, what a great treasure trove it wass we have set up a lot of tracking using both google analytics and then also, you know, because it’s a platform where people can come in and they can identify, you know, what goals they have for their land. They can map their land. They can select, like, almost like a project management type tool that they want. Teo, you know, they do this or that in there. Future. I’m listselect future projects. So we have all of this information. And we know where in the country these people are and we know, um, you know what, what sorts of things they have on their land, how many acres, you know, have these certain activities identified with a lot of information for them. So kind of in the meantime, american force foundation is transition to focus more moron lesson. Finding every single landowner in the us and communicating with all of them to focusing on landowners in certain areas that have kind of priority projects like theirs. You know, certain parts of the country where there’s, you know, type of tree that really needs to be rehabilitated because it’s a home for a certain type of wildlife, i want you. I want to explain this to me like you’re talking to your friend. Okay, okay. Duitz you know, just, you know, let’s, drill down. So what if you if if i was asking you what you know what? One of the lessons i can learn from this case? What, what, what can we learn? Just help me get to the bottom. I’m going to get to the bottom line of what’s the value for listeners. In studying this case, what can we learn about their use of data up? In-kind let me think about it. Okay, well, you know, so so you know, in terms of hyre what? What was the what? I guess? What was the value to the organisation for collecting all this different type of data? About size and what’s on it now, and what their future plans might be mean? How did they how did how did ff then use the data? I’m trying to get out? Yeah, so right now they’re, you know, kind of like i said, focusing on certain areas of the country so it’s, pretty cool because you can they’re very interested in measuring whether something was effective or not. So with forestry it’s hard to tell, if you know, like ultimately their end goal here is to, you know, grow, re grow up a type of forest, but that’s a goal. That’s, you know, one hundred years out. So my lamp has been a great way of seeing, like, are people taking kind of intermediate level actions to kind of get them to this bigger endgame? So, you know, we don’t previously, you know, you might be sending people surveys in the mail to ask them, you know, have you done? X y z or they would, you know, schedule a visit with, like, with a forester. That was another big thing. You know, those are all very time consuming to measure, you know, anything that involves the mail or in person visits are super expensive and, you know, just very teo. So this was kind of a way for, you know, people to proactively go online and do some self reporting on those actions. And so then they’re so enormously scalable. Targetable you, khun, drive people from certain regions to there? Yeah. Okay. Okay. So now you have all these people in this platform, and we know they live in a certain area so you can see if they get thes e mails, messages from their local forestry department saying, like, hey, you need to do this stuff on your lands, go to the platform, you know, i read about it. Then schedule this thing, you know, now we have the ability to track that whole process and be able to see okay, five percent of the people who got this e mail did x y z. You know, previously they had no idea. You know, people might get a postcard in the mail a postcard in the mail saying they need to do something or visit from a forestry professional. And you know who knows what happened with that. Okay. Got to take a break. Tell us i have this tello’s moughniyah lll quote tell us, has opened up a whole new stream of donations for our non-profit. It has allowed business owners to support us without any additional cost to the company. That’s barry dodson, founder of accelerate ministries. Whole new stream of donations. That’s. The long tail of passive revenue for you. Year after year. Do you need more revenue? Get started at tony dahna slash tony. Tell us now back to digitally tracked your iron will work. You built this site for people to go to it’s. Really sort of a survey. But it’s, not a male chimps survey, you know i mean it’s it’s. A lot friendlier and more interactive. So it’s not your it’s. Not what most people think of is a survey. No it’s. A little bit, i think it’s interesting because it’s a little bit of ah it’s. A little bit for the audience and then it’s also a little bit for the organization it’s a tool that useful for them, there’s a lot of information on there. But then it’s also, you know, gives data toe ff that they wouldn’t have otherwise. S o i think, you know, that’s definitely. One of the lessons is you can’t create a platform that’s just hey, give us a bunch of data about yourself because most likely people aren’t going toe really wantto participate in that. So there has to be an incentive for land value for them. Okay? Okay, very good. I think one of the things that affected you at the data that was interesting that people the users always really liked is they would dio kind of a report at the end of the year putting together hey, this is what was most popular on my land plan and send it out to the users. So it’s, kind of like, even though you’re giving us your data, you know, we’re doing stuff with it, like you get to see it too, and they, like, you know, people are always kind of nosy about what everyone else is doing. So shared results. Okay, very good any more? Anything else we should flush? Out about that one before we go, the better business bureau. That’s it. We covered it. Okay. Okay, how about the better business bureau story? All right, so there’s one is this one is totally different thing. This is about scams. What kind of scam? So and honestly, this one is a kind of an interesting mirror image to the other story. So better business bureau. They, you know, they of course report on businesses, but they also get a lot of people interested in reporting scams to them. And it was kind of always something that people would think of when they thought of the better business bureau about for a long time. They didn’t. They didn’t have anything to do. They didn’t have any way for people to report if they had been contacted by a scammer had fallen for a scam. They only did legitimate businesses and complaints against real businesses that exists. We’re talking about mail scams, email scams, phone scam. Pretty much any type of scale. Okay, not just business scams. Yeah, right. Not just a fraudulent business. Okay, so it would be something like, you know, somebody might contact you pretending to be a real business like you get an email from someone saying, oh, you know, this is capital one. You need to update your password please click on this link and then enter yourselves security number and your mother’s maiden name. Why stop there? Both date of birth would be nice to be needed to have that also. Okay, so they didn’t have a capacity for collecting all this. Then obviously, they want to turn around and help consumers. All right, so so what do they do? Yes. So they do, you know, do a lot of consumer education. So so they build on a platform, you know, just like american forest foundation. But this time, instead of people reporting on their land, its people reporting on their scams. So it’s called bbb scam tracker and you have you, you know, cia facebook scam. Just bring up space. Look again. Or you you get called by some on the phone. You go there and you fill out this form, has information about you know, what was the business that contacted you? What was the method? They have classifications of different scam. So, it’s, basically some information about your your age and location. Whether you’re a member of the military, ah lot of different fields that they used for reporting, you feel that all out and you felt the scam details and then it goes into a database and unfortunately, baby is not a yeah, you know, police, so they unfortunately can’t investigate and arrest anybody, but they’ve been using this for, you know, consumer education would create a lot of contents with it, you know, the it’s all open to the press, you know, not your personal details, but reporters will go in there to find victims so that they could do stories help alert people about, you know, these scams because honestly, i think, like, awareness just knowing like this is out there, don’t click on this is the most important thing. What kind of content if they’ve been creating from it, you know, news articles, you know, it’s regularly, pretty in aa i was just working the other day because they’re one of my clients, too, you know, helping a reporter from cbs, you don’t find victims for for a story about, you know, a new scam, so that happens all the time they do alerts or anything as they see trends they say, you know, we’re seeing this special kind of phishing scam with this particular kind of phishing scam that they do consumer alerts also, yes, they dio in fraud. I know i’m the data person, but i actually write the alerts about scared. Okay? Fashion first. Okay. Okay, so, yeah, i mean, when i will go in there or i will get an email from one of the local bvs saying, you know, hey, we’re seeing a lot of phone calls from this are also a lot of reports on this certain thing and write a weekly alert about it. So this week, if you are interested, i can tell you about by what i wrote what’s happening this week. Go ahead. So, honestly, that it is i have been doing this for maybe eight years now, and it never stops like there’s, always some sort of new scam out there. And so this week it was, and scammers are if you leave a bunch of tabs open on your browser, which i do all the time, i got jammers. Scan if you have, like, a log in page, they can hack into your computer and up. You know, reload the website with a fake log in paige. So if you have, like, the log into your bank up there, the real instead of it being, you know, wells fargo dot com it’s now skim, skim scam dot com. But you don’t look at the girl so you can put in your log in information, and then now they have it covered, so don’t keep so don’t keep form form pages open means it only for loggins or could be and it could be any form. I suppose it could be any. Yeah. Ok, i suppose it could be any page, but they wanted to be a log in because that’s, where you’re going to be entering. Okay. Well, the information that i can tell it was a credit card purchase page. And then you went off to do some. You know what else to do? Research a comparative price somewhere else in the meantime. Okay, but keep your keep your keep your form. Tabs clothes don’t keep. Don’t keep tabs. Yeah. You know, we just don’t pay that much attention to what’s going on. I am guilty of this, too. Yeah. So always double check the girls, before you enter in operation. Okay. But baby does a lot of research to with the information that they collect. So they publish. You know, a yearly survey about yearly report on called the bubi annual scam report or something and it’s all about people who you know what data they have seen, what different demographics are affected by scams. You know what? What types of scams are trending? All sorts of they have. Ah, research department. Who handles this? Sal krauz okay, you want to give us closing thoughts and we’re going to wrap up closing thoughts about, you know, just about the topic. Generally. Why? Why? It’s important, teo track what’s going on in real life using digital data. Yeah. So i think having the data in a in a digital for data of courses are always a existed through surveys. O r, you know, people on recording things on paper to having a digital way is it makes just just so much more useful, like so much more accessible. So you can have. You know, neither of these organizations. Bebe is national. But, you know, they only have a few people in their in their national office working on the sort of thing. So you can, with a smaller staff, be able to produce, you know, some really interesting project. Products with your with your date that you’re collecting if you have it in a central location, and if you’re able to get your people who are spread out all over the place, tio. Report. What’s going on in their lives, you know, i’m just a contractor for baby. I spend only a couple hours a week writing these scam alerts, but it’s, because i have all that information in one place i don’t have to, like, call up people from all over the country. Teo, to get this. And because of that, you know, were able to get, you know, lots of press, pick up outreach and just do a lot more education. So even though it seems like a big expense to build these platforms, you know, i definitely think it’s worth it. If it’s a part of your mission. Yeah, if you have a lot of especially a lot of educational. If you have a big educational mission where you’re tryingto reach a lot of people, data is now really important, you know? I think good, we’re gonna leave it there, and it was important way opened with we opened with data data nerd and never got close with the importance of data. She’s emily paterson, founder of be measured that’s b e measure and this is twenty martignetti non-profit radio coverage of eighteen ntcdinosaur provoc technology conference all our interviews here are sponsored by network for good, easy to use dahna management and fund-raising software for non-profits thank you very much, emily. Thanks. You’re welcome. Thank you for being with us next week. More special wisdom from the non-profit technology conference. If you missed any part of today’s show i d seat you find it on tony martignetti dot com were supported by pursuing online tools for small and midsize non-profits data driven and technology enabled. Tony dahna slash pursuant radio wagner, cps guiding you beyond the numbers witness cps dot com and by tello’s, credit card and payment processing your passive revenue stream. Tony dahna slash tony tell us our creative producers claire meyerhoff. Sam liebowitz is the line. Producer shows social media is by susan chavez. On our music is by scott stein. He 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 alternative network, waiting to get in. Hello, this is bruce chamois, coast of the web design and technology coach. Join me and my guests every tuesday from eight to nine pm. As we discussed the latest in web design, social media, marketing, search, engine optimization and technology way also discussed popular topics, including ward press, making money, all i medical rankings and more every month way. Also feature the best unsigned music from around the world right here on talk radio dot n y c. Are you feeling unhappy with your body, shape or size? Ever feel control with food? I’m elizabeth from nourish the soul, and on the show you will uncover the route to these imbalances and discover a permanent solution toe having a healthy relationship to food and your body. Join us every thursday morning at eleven a, m eastern time on talk radio dot buy-in. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. Are you into comics, movies and pop culture at large? What about music and tv, then you’re in for a treat. This is michael dole. Check your host on talking alternative dot com. I’ve been professionally writing comic books, screenplays and music articles from fifteen years. Catch my show secrets of the sire at its new prime time slot. Wednesdays, eight p m eastern time, and get the inside scoop on the pop culture universe you love to talk about. For more info, go to secrets of the sire dot com. You’re listening to talking alt-right network at www. Dot talking alternative dot com, now broadcasting twenty four hours a day. Are you a conscious co creator? 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Nonprofit Radio for May 4, 2018: 18NTC/NTEN & SMS Fundraising

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We kick-off our coverage of the Nonprofit Technology Conference with the host’s leader. Amy Sample Ward is CEO of Nonprofit Technology Network and our social media contributor. Learn why the conference is wildly popular and why you need to join NTEN. I’ve been a member for years. (Recorded at the Nonprofit Technology Conference)

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent on your aptly named host oh, i’m glad you’re with me. I’d suffer the effects of your atrocious if you made me sweat with the idea that you missed today’s show eighteen ntcdinosaur n ten we kick off our coverage of the non-profit technology conference with the hosts leader amy sample ward is ceo of non-profit technology network and our social media contributor. She explains why the conference is wildly popular and why you need to join in ten i have been a member for years that was recorded, of course at the non-profit technology conference and as sametz fund-raising can this help you? Lots of non-profits are successful with it. It’s more than text to give the details of setting goals list growing finding the tech you need andme or come to you from rachel kottler with mask and neil and company teyla dankmyer at up land mobile messaging and sandy fox principle of smart as a fox also recorded at the non-profit technology conference on tony’s take two, my number one eighteen and tc takeaway responsive by pursuing full service fund-raising data driven and technology enabled tony dahna slash pursuant radio by wagner cpas guiding you beyond the numbers witness cps dot com bye tell us turning credit card processing into your passive revenue stream durney dahna may slash tony tell us here is the kickoff of ntcdinosaur bridge with eighty ninety seay and antenna and amy sample ward welcome to tony martignetti non-profit radio coverage of eighteen ntc non-profit technology conference. This interview is sponsored by network for good, easy to use donor and fund-raising software for non-profits we’re in the convention center in new orleans, and this is our interview number two of our coverage, and i’m very pleased to have made me stop award with us. Hello, aimee semple work. Hello interview number two i’m sad i didn’t get number one. I think i should have hustled you. I should’ve hustled. You were booked or we were booked already. Yeah, these interviews go fast, it’s true, they do go fast on non-profit video. Amy, of course, is the ceo of intent, the non-profit technology network and the social media contributor for non-profit radio. Now, when we’re on, we’re on non-profit radio, but not here. We say your social. Media contributor and ceo of intent. Yes. You gotta flip it. Yeah, but here it in ten. Your ceo first. Yeah, i appreciate that. Okay. Yeah. That’s. What? That’s. Really? Thank you. Congratulations. Thank you. Yeah, you’ve been working. The staff is working very hard on this for months and months. It’s true. Hopefully it feels like we worked hard, but that we are not working hard now and that you do not see a lot of stress on us now, i know. I see a lot of fun. Good. Okay. Good. Haley was very fun. Way checked in. Everything. Oh, good. Nice. Um, nothing. He came by today giving us high. Yeah. Um, before we talk about in ten, let’s, talk about eighteen ntc. Yeah, i saw thirteen hundred and twenty first time. First time attendees. Congratulations. Yeah, thanks. Yeah, yeah. You like that? You like, like, the first time we like our first timers. Yeah. I mean, it’s not. I think there are some folks who are in a position both too, really, really want teo and really, really be able to come every single year, regardless of location. But we also hear from a lot of folks. That that’s not really the way their organization has budgeted what we actually hear a lot of is that people come one year and then they rotate through their team so that each person gets to go, for example, every three years and, you know, they rotate who gets to go, so even those they’re great fun? Yeah, totally. Food is excellent. Totally. So we’ve got, you know, about half of the attendees are first timers, but when we do, when we run the numbers on, if their organization is first it’s much lower because it’s that individuals first time that the organization has been here in some way or another in the past, right, more people being exposed, yeah, exactly which is kind of part of our goals that it isn’t just one person in an organization trying to do this work right now that we know that intent is not only for technologists exactly. We don’t only want the technologists if you have one, right? If you have an apple and if you have one exactly, listeners do not. But if you do, we don’t want that person be the sole person coming right? I’ve already met a couple of other ceo executive director’s exactly how many total attendance here? I haven’t seen the final number, but people were even registering still yesterday. So i think when i saw it yesterday, it was that twenty one twenty three. Something like that so well, over twenty, one hundred, we’ll just leave it at that and not have to get a specific number. Two plus. Yeah. Excellent. Ah, one hundred thirty sessions, one hundred thirty sessions over three hundred speakers. Over ninety percent of sessions have at least one non-profit staff member speaking. Yes. That’s important? Yes. You like to go beyond the consultants? Yeah. Yeah. Okay. What’s that’s gonna share about non-profit we’ve have ah, we’ll have twenty five or twenty six. Interview scheduled. Wow. The over the two and a half days. Yeah, very pleased with that. I didn’t. I didn’t count the number of most most are panels of at least two. Yeah, a bunch of threes, even even a sprinkling of force. Wow, i have to have some double up. Mike’s. Yeah. Um, so i don’t know. We’ve got twenty five to fifty, seventy five it’s got to be eighty, ninety speakers, i would think. Wow. That’s. Awesome, yeah, significant portion. Yeah, um, what else about what else? About eighteen, ntc. Well, well, one of the stats, i guess you could say that i shared this morning, was, you know, and ten has hosted the ntc, but also the community had been self organizing even before antin started. So, in a way, the ntc has lasted longer than intend, but for all intensive purposes will say as long as in ten. So, you know, nineteen years. But we’ve only been in new orleans one other time, and that was ten years ago, and there are sixty four, folks registered who were at that anti seat to, yeah, you love data way. Well, it tells such an interesting story, right? Sixty four different people, and of those sixty four, the vast majority of them. It was their first. So new orleans was there first, and they have stayed for ten years. So hopefully, you know, a lot of those thirteen hundred. All right, we’ll stay for ten years. Now. We know that they’ve stayed, yes, not like they came ten years ago, and then they skip nine years. No another back, that’s what i mean, they skipped a couple at different times, but pretty consistently stayed the whole time. Okay, yeah, just wantto. Durney any questions lingering about pressure, about, share, the validity of what we’re saying, yeah, don’t question the data, okay? Falik challenge, yeah, that’s fair, healthy challenge. Eighteen ntcdinosaur at. You know, i know something once but you, you are actively. Pursuing something that you and i have talked about, ok, on eighteen ntcdinosaur it is the the affiliated but non not official activities. Maybe i’m not calling them the right thing, but you know what i’m talking about? I’m just not going there, i think. Ntcdinosaur hyre okay. Yoga morning run explorer, the french quarter, but journaling buja e i thought i thought bull journaling was twitter, but i was mistaken. So these are things that are organically created. Bye bye community members coming here, but you give them a template and a format to follow, and then you have some disclaimers. You know, it’s not our event need to coordinate with people who are creating it, but it’s it’s an organic growth you’re empowering the community to take the conference and mold it the way they would like it to be in some small respect, yeah, totally it’s time for a break pursuant, they’re not just producing valuable digital content on the listener landing page. O goodness no, they’re professional fundraisers and campaign counsel. They can work with you on sight or remotely to get your campaign started or if it’s flagging to get it re energized assessment case. Development major gift prospecting, volunteer coaching, campaign management all of that stuff. They do it all start at tony dahna slash pursuing radio. Now, back to amy. Sample ward. Say more about that. Yeah, there are a lot of different aspects. So there are some things that we definitely take kind of use your language a little bit more effort and do create the template and some examples and get them going and that’s things like the diner rounds. So anton actually does basically nothing for that. We just say you should go to dinner with five other people. Here is a google doc where you can write down where you have you just call, make a dinner reservation anywhere for six people. Put it in this document, and then five people add their name. Total strangers that want to go to dinner with you. And then the next person just copies the same, you know, table puts in. I’ve made a reservation under my name at this restaurant. Do you want to go there? Five people add their names before the conference even started, every single dinner spot was fall. People were calling us and asking for help making. More reservations because restaurants were false, everybody wanted to be able to go, and i think it’s a great example both of what we do but what anybody can do the community is happy to self organize, but they often don’t know what’s allowed or what would work. They’ve never been there. They don’t know what the restaurants are, they see sametz samples and i think, okay, i too, can call a restaurant and make a reservation for six p m and that’s all i have to do, i don’t have to know those people. I don’t have to go recruiting, solicit yeah, i don’t have to recruit friends to come and ten will promote that the dying around is happening, and now i get to meet five other people. We all just pay for our own dinner like that, you know, there’s, no other logistics that i think people get intimidated by in trying to be a part of an event like i have to get six people who are going, we’re going to the conference and right? And how would i find them? And yeah, and i think that’s true, certainly in person events like this, but all the time in organization, so long as you give people the template, you know, you tell them what the lanes on the the bowling line are, they want to do it, you know, and they want to have a place, especially when it’s something like this that lets them connect with other community members, you know, and meet people, and we all have to eat dinner, right? So why not, you know, do it in this path for smart? Yeah, it’s and is consistent with what you and i have talked about on the show, right? Organic growth within the community? Yeah, exactly. Some boundaries ends a little assistance. Yeah, exactly. Yeah, and like you said, i think the disclaimers are important, not toe, you know, not what brings past that, you know, to make sure people know and then is not responsible for your dinner reservations if you didn’t make it, we don’t know any details about, you know, so just and i think that goes with creating the guidelines or whatever. So they know where the organization stops and you, as the community member, have to start with responsibility. But after that, i mean, you’ve seen people just totally take it and build it how they want it to be. I don’t see that a lot of other conferences that kind of allowing that spaces take it. Yes, tio, take it in a direction where you’d like to, you know, very simply and within reason. That’s got a lot. I know you don’t want to trash talk your your your conference competition, but yeah, bond, i’m not trash talking, but i don’t i don’t i don’t see it. It’s part of the special sauce event ten. How do you come up with these good ideas? That was that. Was that a staff driven idea? Yeah. I mean, a lot of these ideas are staff driven ideas that we see in other places, not even necessarily other conferences, but just another aspects of our life. For we read a book blogged about something, and it gave us an idea. But we have all staff and t c meetings, you know, all year round and staff just bring ideas to those and say, oh, i was at this event in town this weekend, you know, for my knitters group and somebody mentioned this. What if we turned that around and did it this way for the anti see, you know, and then staff either say that’s a horrible idea. No. Or yeah, let’s do it. And who wants to be on the project team and let’s build out a plan. And a lot of it comes kind of through staff. But from the community, you know, from from engaging with them, hearing their ideas and a lot of our online groups. The different kind of topical peer groups that we have, we’ll bring ideas to, like, they’ll be having a monthly call and discuss something and say, is there a way we could turn this into an open conversation at the ntc was such a interesting idea that we had. I bet more people have ideas to share, and then we work with them on, you know, creating a space for that conversation to happen. You know, let’s, talk a little about staff. Yeah. How many? How many staff? Fourteen. Okay. And not all in portland, oregon. No. Portland is our only actual office, but then we have three virtual staff. Three virtual. Okay? Uh, yeah. You know, i love intern you doing? Remember? You’re on the show every month. Yeah, and you have been since show number one hundred. Yeah, coming up on four hundred, oh, my god. S o that you would’ve joined in two thousand eleven. We started in july of two thousand ten. You would’ve started in july of two thousand eleven on and you’re coming up on seven years. July. Wow, really? I think i have that right because you were on the first time you around was shown number one. It was, and we’re coming up on show number four hundred. So, however you slice that that’s, another three hundred shows, six years, it’s, six or seven years. Wow, that’s. Awesome, you know. And when you were at the time when you first game, you were never membership director, yeah, before you became before you were promoted, moved up tio tio. Yeah, but also i love intent. I love it so much. Sometimes i over think it. But, you know, the staff is i mean, the staffers, like motivated, yeah, motivated and driven are synonyms. So there’s, no point staying motivated, driven, but like a bee. Ah, a little bee colony, and they call it a day, and they, you know, they really just care about interacting with people in helping the broader mission, which is smart and use of technology that you listeners people in small and midsize non-profits can focus more on your program in mission work and not stress so much over over tech, right? Did i did i phrase that, yeah, that’s all great, yeah, okay, so smart staff it’s, not even possible toe shout out the people who have worked on eighteen ntcdinosaur because it’s all it’s, all staff? Yep. Okay, all right, yeah, i believe that there. Then let’s talk about and ten as a membership organization as more than just his conference, as awesome as it is every year. And then in the end, we’ll ask about remind me if i forget about nineteen. Ninety? Okay, whatever we can say about nineteen ntcdinosaur forget great. Okay, um, intense it’s. A very affordable membership for for non-profits. Right? Correct. Yes, you are. You acquainted with thea? Well, levels of how just how affordable it is. Well, our membership dues if you you could join us. An individual just joins individual. But you could also join as an organization. And if you’re joining as either a non-profit aura for-profit, both organization types have dues levels based on your annual budget. So if you are a really small organization, you only be paying seventy five dollars a year for all of your staff. Have membership way. Don’t count. How many staff do you have that i want to remember? As many staff won’t participate? Yeah. The organization has a membership for them. Yes, exactly. On then. And then the tears go up from there. But you can see by the fact that small organizations are at seventy five it’s. Not a lot, regardless of how large your organization is. And what do you get for your seventy five dollars? Well, ah lot. Of folks at this, you know, here at the nbc now know that they get a massive discount on their ntcdinosaur ation. That is a big perk. For sure. On dh, you get discounts on all of our other educational programs, including fifty percent off the price. If you are trying to achieve your professional certificate so that’s a huge discount to get a professional certificate. You have a profession. You have a certification program now, right? Yes, we have. Ah, non-profit technology. Professional certificate. Okay, yet we’ll talk about that, too. Okay. Now try to remember a few things. Okay? Non-profit technology certificate. Okay. Yeah. Yeah. So what send off educational programs? But when we asked members what has the most value for them and what’s most important to them about being a member it’s less of the transactional discounts and much more about getting to be a member of this community come and getting to find those people that can answer their questions when they did them answered, but also find those people who could answer questions they didn’t know they had. And they just want some colleagues, you know, they just want people that they can connect. With regularly and you could do that virtually there also meet ups around there in person, tech clubs that are kind of monthly free events, lots of online groups, tons of online content, and we see a lot of that in ten community really engaged on social media to especially twitter, and you don’t need to follow-up necessarily the organization if you don’t want to. But if you follow the hashtag and p tech for non-profit technology there’s just so much they’re happening that’s really, this community using that hashtag let’s talk about some of the virtual communities that you do communities of practice, though i have that right way, just call them online groups, but they are essentially a community practice. You know they’re kind of peer groups, and many of them are formed on a topic like digital communications or using wordpress for your website so things that maybe are a part of your professional identity. You know what your job is or what you do at work. There are also a few groups that are a little blurry between professional and personal identities a women in technology, for example, but you can also create a group if you see that there is not a group for you, we are happy to support you creating that group and you could become an organizer and we’ll help you make sure people are in your group and they’re engaged and you have access to all of our tools. You can run a free monthly call or webinar, you know, whatever you want to do to engage your group, you don’t have to you put in the time and we cover the costs. And do you need to be a member of inten pretty joining those krauz groups, you know, that’s that’s, part of let’s talk about that part of your mission, which is goes beyond the membership, right? Yeah, i mean, ultimately and ten is a five oh, one c three non-profit like, basically everybody else in the community were not in association. We don’t. I believe in having a big pay wall that says you can only access our content are access the community because you paid to get that access because if we did that, we wouldn’t meet our mission and we wouldn’t be able to reach as many non-profits as we need. Teo, that need help. So it’s a pretty open community. And we hope that that helps people, whether they can pay or not still benefit and the tech meet ups around the country. Do we know how many? You know how many? Well, there’s a couple dozen that were brought also. Yeah, we do have some in canada and over in europe. Okay, yeah, a couple of dozen in the u s okay, but of course, you know, you always have the virtual groups exactly fall back to. Yeah, there is. And if you and if there is an attack club in your city, you can also start one of those. We’ll help you support that, too. Okay? Okay. Um, what else would you tell me? Uh, tell me what else you want to talk about. That professionals. And if we get well, we’re going to get way, way. Have a little enough time to talk. Ok. I know. I did write down. So now i can remember. Okay, nineteen, ninety sea and also the commercial traffic you’re off the hook. More about in ten. What? Oh, no. Anything any insider? Who? Anything. Insider group. You know it’s, a smart group. You know, we try. To not have any inside knowledge. Really? I mean, you know, we have quarterly town halls where we share what’s happening behind the scenes were working on what’s going on, folks ask us questions, we always answer them publicly, you know, we we really try to not have inside, i mean, other than like, you know, how the sausage is made kind of way we do still share that we actually get a lot of questions in the summertime about hey ntcdinosaur great, would you have a call with me? And, you know, teach me how you did dine around xero how you did birds of a feather or some aspect of the conference that other folks liked and staff always take those calls and tell other organizations how to do the same thing that we do, but we don’t necessarily write it all down publicly because it would be the most boring long you’ve ever way community be much more grateful for a twenty minute phone call. Yes, a twenty page document, right? Yeah, she sure is what we did and three sarah more i mean, you’re you’re chatty group yeah, people we like chat, they do they do. You do, you neo-sage okay, let’s, let’s, talk about the certificate, so taking pictures. Thank you for shooting picture. Thank you, where’s. It gonna be twitter, tweeting. Okay, thank you. Yes, we love well, his pocket and twitter. We’ll stick with the twitter. I won’t pursue the pocket check ben’s twitter right now, then let’s, give me showed up. Yeah, then bisbee. Yeah, yes, it is, ben. Welcome to the welcome you want to. You want to pull up what has been due. No, no, no, because we’ve already shared ben’s name and that’s enough for ben it’s. Good. Okay, osili. Ah, on saying not with just in case i don’t know, we’re picking this up on micro ben is saying not with not with the c e o all right, all right, well, thank you for thank for promoting. You hear what he said? Well, i don’t know if anybody i didn’t hear that part. So, listeners, i’m not cheating you out, okay? Thank you. Ben bisbee for that little fly by. Alright, the non-profit technology certificate? Yeah. Is only a couple years old. Yeah, yeah, yeah. What? What is it about? Well, we have heard from this community the you know, the broader and time community for many years at this point that there are a few different kind of career struggles. One is that most of the people here, even if their title is technology or they would identify themselves that technologist very fuel folks in the community have a technology degree, right? People didn’t go to college for a computer science degree and to advance in a career path that is focused on technology. Our institutions have not really embraced that that’s not how people come into these rolls, right and so there’s a lot of folks. Facing the reality that to get a promotion or to get that director job that, you know, they have twenty years experience working in non-profits managing technology, there’s no reason they can’t have that job, but the job description says they have to have aa degree in that field, right? So we’ve here we’ve heard a lot of that struggle and frustration and that, you know, institutions aren’t moving as fast as the community is, and we’ve also heard a lot of people say, i know that i have these skills, but as you will appreciate, i think all your listeners will appreciate our titles in non-profits are not often representative of all the wee d’oh and to apply for another job and say, oh, yeah, i managed our website, but my title was communications coordinator, no one really gets that. I do have those skills, i do have that experience, my organization was really bad a job titles that doesn’t mean, you know that that i didn’t do it, and so we created a professional certificate both to give people the knowledge and the kind of certification that they want and for those other folks who feel like they have a lot of knowledge teau help make sure it was rounded out and comprehensive across an organization so that both of those paths could say here is a way for me to demonstrate. I do have this knowledge, i do have this experience and i am qualified for whatever job i’m applying for, and we have been really thrilled that even in the first few people that that graduated with a certificate, they were writing back to us saying as soon as i had that certificate, i applied for this other job and i got a promotion and a different department, a different organization. I am able now to communicate that i do have these skills, so that was like exactly what we wanted to hear when we started. And now over fifty people have gotten a certificate and many more are in the process with a few more courses to go. So, yeah, it’s really it’s weird, we are trying to not be surprised because we didn’t design this ourselves. We didn’t come up with the idea of it ourselves. You know, this was many years of listening to what the community needed and just answering that call. And not designing something in private by ourselves, you know, when we were piloted this content in different forms and through other programs where we could kind of test it for a few years before we released it as the certificate. So we’re trying to not be surprised because we know we did the right work on we did you know, we did a good process to get here, but honestly, we are still surprised because even when you do it well and you do it right, you’re still nervous that, you know, no one will come or that it won’t be the thing that the community wants and it’s great, that it has gone so well, and now we’re working on developing just a lot more courses, so i guess i’ll backtrack and explain the way it works. Is that there’s a ten week kind of tomorrow? Some language from college is, like required content that everybody has to dio yeah, yeah, and then outside of that, in order to get the certificate, you have to do at least five other courses and those you can choose whatever topics you want and that’s our way of helping people kind. Of focus or say, my knowledge is really in this area, you know? Yeah, if you’re going kind of for a specific angle or have it all over the place and show that you’re more diverse with your experience, eso we’re really doing a lot to build out that kind of curriculum, essentially so that people could do a much more tailored focus like i have a major, you know, like like borrowing that college language, so we’re building that i think there’s over forty courses on the website right now, the people can choose from and continuing to add to that. Right now, we’ve done a lot toe add a number of courses specifically around digital equity because that’s something certainly in line with our mission but also a much more harder field for people to find content around. Even within and tens world, you could find a course on digital marketing or online fund-raising technology management or budgeting? Eso we weave also given ourselves the challenge of making sure we haven’t a lot of content around digital equity and what that means for designing your programs to reach communities who maybe not online. How you make your own organizational strategies that kind of thank you on dh. People will find information about the certificate at, of course, that in ten dollar yep. And tn dot org’s. Did you get initials after your name? Is that kind like? I mean, we could come up with some initials. Way could come up with somebody, you know. So in ten dot or gue, you know, join the organisation for pete’s sake. I’m a member. I’m not just not what we say. Tony can be about. So you can be one of technology, but i learned a little bit every month for maybe okay, we got to do a quick shout out for nineteen. Ninety let’s do what we know dates. We do know dates, okay? Yeah, we will like t c it’s, it’s, technically, public knowledge. But we haven’t directed anyone to the public knowledge, so we’ll we’ll announce it more formally on friday. But it’ll be in portland and tens hometown, portland, portland i’ll get to see really the food drive? Yeah, yeah. The food car starts the trucks in new york courts. Important? Yes, we’ll get to sleep in our own beds for once is the conference staff and it’ll be in march. The thirteen through the fifteenth. Okay, so that’s just like this. Where? It’s a wednesday. Thursday. Friday so everybody can stay the weekend in portland? Yeah, long time. They’re seeing you getting to get to know maximal. Better access. Ah, max. Max. Sample ward? No, just mac’s. Ward. Yes. Maxwell maxwell. Amy’s husband eyes he stage managing today he is he’s back there with a headset on. Okay, we got a rabbit there. Thank you. So oh, and very night. We got a rat with this it’s. So good to see you in person. Yeah. It’s. So great to get teo to share a microphone. A microphone table. Thank you. Yeah. Thank you. Thank you for having me and thank the staff. I will. I will. I love it. I will remember for join the organization in ten. Dot org’s. Thanks, everybody. Thank you. This interview sponsored by network for good. Easy to use donorsearch and fund-raising software for non-profits. This is tony martignetti non-profit radio coverage of eighteen ntcdinosaur non-profit technology conference. Thanks so much for being with us. We need to take a break. Wittner cps. And you eat lunch too. You need to talk to you. Um, first, check out the firm at wagner cps dot com naturally going to start you due diligence there. Then pick up the phone and talk to you. Eat. You know, he’s been on the show. So he’s bona fide he’s friendly, no pressure he’ll explain to you how wagner can help you from doing your nine, ninety up to the annual order that you need weather cps dot com now time for tony’s take two my number one takeaway from ntcdinosaur non-profit technology conference in new orleans a few weeks ago. I’m luv to reveal it because if i do, you’re not gonna watch the video it’s about your ceo and if you are ceo, then it’s about you. My video is at twenty martignetti dot com that’s all i can say goodling dot com i’m a safe too looked our founder of good link at goodland dot com non-profits connect with businesses that advanced their missions when i want the best connections i listen to non-profit radio good link. They are a new marketplace. Where non-profits meat vendors? No cost to you as a non-profit it’s your bridge to products and services and i’m helping them get started. See what you think. Check them out, please. Good link dot com and its link with a c now it’s time for our panel on sametz fund-raising welcome to tony martignetti non-profit radio coverage of twenty eighteen non-profit technology conference hashtag is eighteen ntcdinosaur in the convention center in new orleans and this interview like all at ntcdinosaur sponsored by network for good, easy to use dahna management and fund-raising software four non-profits i guess now are rachel kottler, taylor dankmyer and sandy fox. Rachel see the closest to me is digital account manager at lautman master neil and company taylor is mobile strategist at coupland mobile messaging. I said it right, it wasn’t troubled, but i did, and latto pat myself and sandy fox is founder and principal consultant for smart as a fox l l c rachel teller, sandy welcome, thank you, thank you. Have you thank you? I’m glad you’re here, too, and your workshop topic is raised. How much with sms mobile programmes let’s start down there with sandy fox? Give us some motivation why mobile should be part of our fund-raising plan moguls to be part of your full integrated digital strategy, it should be part of fund-raising it should be part of your advocacy. G part of your engagement with your supporters period and and that’s complex, i’m correctly you first what i said you said for fund-raising fund-raising oh, yes, ok, i’m saying it could be a part of your full digital strategy to be integrated into everything you do, and that is your makeup just took their better that’s a little bit ago, and and that is because everyone is on mobile. You want to meet people where they are and ninety five percent of americans have a mobile phone. Seventy seven percent of americans have a smartphone on, and so when you are texting them, they’re more likely to read your message and see it and respond and engage with you as an organization on and really feel like they are part of the organization. Okay, part of your total engagement strategy, okay? Okay. Thank you. Thank you. I’m the remedial student of we need to bring me along happy. Teo, just hold up there. Yeah. Don’t be so willing, hyre okay, uh, no. Okay. Let’s, let’s, jump right in. We know that open rates are very high. All right, open rates are they are yes, they are. But what i like to say is i don’t like using the term open rate because when you think of open right, you think of email, which is something that you can actually track, you can say this money people opened an email out of the people you sent it to you. Where is you can’t technically track how many people see your tax message, but we know from studies that the majority of folks who get a text message actually do read it, ok. And rachel, don’t they open them very, very quickly, too? Yeah, most people open their text messages within two minutes of receiving it, and if you think about it, most people like get an anxious feeling. If they see in their phone they have text messages that they haven’t read yet. So that’s why, when we talk about open rates, were talking about the fact people actually are opening the text messages and seeing it, whereas email like i’m asked actively at this point, i mean, there’s, just so many emails coming in every minute, emailed that still have some credibility. Oh, yeah, yeah, okay, okay, your heart rate actually goes up when you receive a text message that is a a real study behind the physiological change. Yes, in the body. Yes, when you receive a text message, she mentions, he kind of gets a little ankle. You have until you, you get excited until you have read it. There’s, a fizzy latto. Alright, thank you. I’m gonna okay. Tell her i’m gonna put you on the spot. Labbate i ask this of another group. We’re a couple of sessions ago sessions ago we were talking about sms and i said, surely there’s gonna be another technology sometime down the road. I don’t know if it’s under development now it may very well, maybe maybe not, but there’s good. There will be something that’ll be more urgent buy-in sms and we’ll end up trumping s enough. Doesn’t that seem inevitable? Maybe. I mean, i think people have been thinking that estimates was going to go away at some point. And that’s still hasn’t happened. Sort of radio. You know, the platform run right now. People think radio is going to die. Radio is not going anywhere. It’s just kind of adapted over time. Were also yeah, right. Exactly. This is the back to the point. So videos in the name? Yes. No, i took yet. Still still on audio medium, right? So audio focused you have exactly. No, i got you so that’s. Kind of. Yeah, s o i think of other i don’t know. I know i have to tell her i didn’t do it. Because you’re sitting close like you got. Okay, so but to go back to your question. No, i wasn’t i wasn’t trying to trash radio, actually usedto as an intern, it was an intern. I did some school stuff in high school on a pr. So it’s got yes your npr radio radio is a very personal yes, i don’t know. Yes mess i don’t think i am fm is going anywhere exactly. We’re finding ways to engage with even more in our in our exactly. And so i think that’s kind of what we’re seeing with messaging. We talked about different ways that people are using text messaging, um, different messaging tools. So now we’ve got, you know, facebook messenger and whatsapp and all these tools that are used what we consider quote unquote, over the top messaging. So over the top of what i guess that’s the mess, but those tools are continuing, developed, they’re not as ubiquitous as sms sms is a standard that is on everybody’s phones we don’t have exactly what’s that thie sms to point it will be rcs rich communication services. It hasn’t it’s still in development, it requires the carriers to basically improve it so it’s very slow, but once it comes around, it will sort of be a new age, just a mess. It’ll have a lot of new features to it. Seattle it’s difficult going anywhere. I don’t know if there’s anything like there’s, no thing that’s going to replace it. But if it is it’s, it’s, different messaging tools and, you know, rcs, if that actually because think what you will articulate, they’re always be early adapters, something new, but it’ll take a long time for folks to catch up to it. You know, for instance, like i said, we have ninety five percent of folks have a cell phone by. Only seventy seven percent of folks have a smartphone, so we know that there’s that gap right there, right between that ninety five. Sensitive to that two things are not always riding a link to clear exactly which is why we tell jokes. Sometimes a really great wayto engage your audiences, ask him to respond and take action within the text messaging platform. So tech sign or and then give us your zip codes. You consign this petition that’s why phone calls are so successful through mobile devices. And texting it’s because you’re always already on that platform, we ask you to text call and oversignt you’re calling your senator so yeah, and you’re rachel greene to bring it back into fund-raising if you think about it, i remember maybe five years ago, my father who’s, the target donorsearch age, he, like, refused to text with me. He just wanted teo email me and now he texts me every day we have a family chat, we’re on, we get pictures, see baby pictures, everything like that. And so, i mean your donor’s air now using text, getting more comfortable on their phones and poor and toe add a stat that every year over the last three years, it’s increased by forty percent, the number of people who have given beer their mobile devices. So with the last three years, forty percent forty four section order year after year after year, and my father is one of those folks to who now is on a text that i used to take a picture of an article and send it to me on dh he very, very cautious of identity theft, but i think he’s getting to a point where he would give on his mobile device. Okay, taylor let’s talk about some of the gold star talked around them a little bit, but what, aside from fund-raising what else can we do with that? Sametz yeah, going backto what sandy was saying, you know, actually it’s kind of knew that we started talking about fund-raising over s a masked people didn’t directly think of building enough sametz program five, ten years ago, just about fund-raising it didn’t seem to make sense, people were afraid they weren’t going to donate over text that’s starting to change for sure now, and we talk about people are comfortable that so most of our customers were just engaging like they are in all their other channels, so there they’re they’re educating them, they’re asking to make calls they’re, you know, sending the videos, they’re asking for them for their supporters to send in content or pictures of, you know, maybe them at an event, um and also crabbing lots of information, i mean, in some ways what we first started doing this, it was essentially ah, let’s have people text in when they’re in an event and let’s grab their emails and names. Because one collecting hundreds of people’s names at an event on paper is terrible and awful for everyone involved, but also this’s just much easier if organizations to handle and we know that they’re going once they text in its very likely, they’re goingto quickly respond. They’re used to having conversation overtaxed, you know, so the more we can make it conversational, like it is with their family and their friends, the better off we are, and because of those open rates and response rates now, you can collect a lot of information very quickly. So none of that answers your question, but a few things about it. Breaking, breaking news alerts. People are looking at their phones right away and their text messages. I mean, already today we all got, like three texts from different organizations about paul ryan announcing that he’s not running again. I’ve been doing interviews. I didn’t hear that, yeah, ryan is not your first. Okay, well, now, by the time this airs, it’ll be old ways, but i’m intrigued, okay? Mary-jo dahna part of your workshop was spent talking about human rights, human rights campaign. They did very, very successful. Who’s who’s, the nobody’s from hrc here who wants to talk about on why they’re a model to follow so i can’t talk about that. So i’ve been working with hrc for about three and a half years now on their e mail and mobile fund-raising and advocacy programs drew from hrc was on the panel with us when it wasn’t through here. He’s too cool, no that’s, not the reason true he’s, very cool, very busy provoc idea was important, man all right, well, i’m a shout out to drew he’s awesome hey is the person you get the text from for hrc. I would say part of the reason that they’re mobile program is so good is because they’ve actually been around a lot longer than other organizations. They were an early adopter of mobile and they’ve been able to really invest in it and try new things to testing segment their list, use it for calling congress use it to raise money use it, especially around some supreme court decisions as a wayto both engage and grow supporters and also to tell people breaking news and get them to donate and become members. You’re using it robustly, using it for a lot of different, not different purposes. What specifically can our listeners in small and midsize shops we’re all very cool? By the way, our listeners a cool on this show is cool? I’m not. I don’t know about this guy drew, i don’t know him, so i’m not going to say it’s his life. He chose not that it’s just like he’s the better answers he’s busy he’s a very important guy. You know what can? What can our listeners take away from hrc? Aside from the lots of white gold lots of different diverse goals with it, what else can we take away? I would say first, take away if you’re trying to start from scratch, start adding a mobile field collection, tow any petitions and forms you do online that’s how hrc first started to collect numbers and grow their list and at a spot for it on your website so you can get started and second if you’re doing male and you have people’s mobile numbers start integrating if you’re setting an email and you have mobile, send a text with the e mail, send a text with the mailing that way. It’s a quick little reminder for somebody and it’ll help with your multi-channel strategies. Okay, what are these he’s solicitation or not? That’s not station to try to grow the list, but, uh, where you put these field? What are these called? Actionsprout feels that you’re asking people to fill out in orderto teo, opt in it just just phone number a check that i’m willing to accept checks and, you know, tio include yeah, you don’t even need to put a check because everyone has a standard email. Often you just add the mobile. Opt in language with it to any of your forms for an action for just to get on your email lists. You just include the whole opt in number and if they give you their your mobile, their mobile number, they’re on your list. Longfield get the compliance language at the bottom of the form here. You’re pretty much good. Okay, now and then how do we grow that list? Over time, what are some different order? Some good growth strategy was to go tell ugo. Well, i’ll definitely latto how’s, sandy she’s run these programs at a higher level than i have, but with sms requires a lot of promotion off the bat like anything else, and if you’re starting from scratch or from a smallest, you really do need to do a lot of work too. Get that going? I guess my rule of thumb is you really need to promote it everywhere. Your best bet is adding them to web forms, so we just talked about that got all these existing forms just at a field to those, and hopefully people will provide their numbers and you can start texting them. The other place that it could work, though, is really everywhere else. So didn’t you have a huge list on emails? Most likely, you may have a very large audience on facebook, you know, building graphics, that’s a text, you know, hrc two, three, six, four, four or text marriage three, six, four, four you know, send us your reaction for your story or something like that. So really, you’ve gotta promoted everywhere because, unlike, say, maybe facebook or like your website, i can go find those on the web from looking for what your organization does tto find your text message, lest i really need to do some work, so adding it to that form, having graphics on your social media, promoting those maybe putting some money into it. But then also specifically, when you having people joined the list, you want to give them a reason why you’re joining, you might ask for emails just like and people understand. Oh yeah, i’m email because they want to reach out to make with mobile it’s great, if you can specifically say, hey, texting for this specific thing. So whether that’s a free items, some kind of gimmick, or if it’s, you know, text in to tell us how you’re feeling about this marriage equality decision or something like that, so making it really specific and people seeing the value right off the bat is really important otherwise, like, well, why do i want to get text from you? What’s the value so you want to provide value immediately? I gotta take a break. Tell us i have a tell us, moughniyah ll for you, quote. Tell us has opened up a whole new stream of donations for our non-profit it has allowed business owners to support us without any additional cost to the company and, quote that’s barry dodson, founder of accelerate ministries, a whole new stream of donations that’s the long tail of passive revenue have been talking about for you. No cost to the companies you refer. Watch the video get started at tony dahna slash tony tell us now, let’s, go back to sms fund-raising do you have more dead? Definitely. So so i am. I worked at planned parenthood for three years and built their mobile program from the ground up. They already had a decent number of mobile numbers has planned parenthood, and they’ve already had mobile on some of their form, so they had already had some options, but they didn’t have unengaged list, and within the first month of me being there was june and a supreme court decision came down. That was not a positive one for the reproductive rights movement on, and ruth bader ginsburg gave a scathing recession on part of our judge we had obviously planned for whatever result will come in, and if we lost we wanted people to sign on to ruth bader ginsburg’s descent, so we put on all of our graphics all of our banners on facebook, twitter, text descent to our short code. Um, and we got a ton of new, often just from that. So really, what? What teller was saying is, is true to speaking. Sure, you include a tech stopped in in a lot of your visual graphics on instagram and snapchat and facebook and twitter also utilizing your actions that you, er you’re doing so really just integrating that in on dh, then taking advantage of events. We’ve seen a lot of activists getting out there and going to these large scale marches and rallies, and someone from your organization is speaking at one of these rallies, make sure that in their speech at some point, they say, hey, everyone, pull out your cell phone. I want you to do this right now. I want you to text the word, um, join or marked tio six, nine, eight, six, six or whatever the short code is on and say i’ll wait for you to do it xero and have them do that it really the march the march that we had the women’s march back when trump first took office, the women’s march group got so many text, often tze from that one event, they had millions of numbers that they could reactivate for different actions throughout the year. So it really you need to take advantage of those moments, be it a supreme court decision, b a be a rally or an event on dh? Just utilize it about some some of hyre yeah, maybe we’ll come back to best practices. We still have some time, but i want to spend time on on the technology. The platform? Yeah. How do we do this? How do we do that? Rachel, we haven’t heard from you in a few minutes. How do we do this back end? Well, don’t currently have it. What are we looking for? What we’re searching for? What kind of technology we need. Yeah. There there’s a bunch of different cos or vendors. You could use that have these programs so okay. You just need a budget that you can put towards it and to choose the right vendor for whatever your situation is. What do you searching for? What search? Terms that i used to try to find the vendors mobile texting, that’s it okay, usually a decent number. There’s a really easy one if you just type in upland mobile messaging and the google that’ll come upside i just my shameless like i’m sorry you didn’t really need to call it out. And honestly, most of us have used mobile condit’s up messaging for all the work that we’ve done with other organisations. So there’s a reason folks use them? Okay, yeah, yeah, but of course there are other or there are other vendors out there. They’re different price points depending on your list size. The more numbers you have, the more people you wanna text, the more it’s gonna cost more calls to congress. You want todo that’s more expensive than texting? If you want to send a multimedia message mama’s that’s more expensive than just a text with words so it’s all a question of budget and figuring out what makes sense for your non-profit alright, so that so that all right, so the technology’s pretty easy to figure out. I mean, you have to have the budget saying it’s think of it as like any email. Platform it’s very similar to an email platform. Only you’re you’re doing one hundred sixty characters instead of putting together a full email and your segmenting your list and it’s a very similar. If you’re pretty good at learning an email platform, you’re going to be it’ll be easy for you to learn a mobile platform, okay? Yeah, okay, very good then let’s go back to some more best practices we still have we got like six or seven minutes together, so some things we haven’t talked about yet, yeah can give a fun example that hrc did this past summer. We knew there was a big march coming up in d c during pride month, so we knew a lot of people wouldn’t be able to physically got there. So we decided what if we do a virtual pride march? Teo, go with the physical march and pride month and have people have to text in tow have their name added to a school, so we promoted it on email. We promoted it on facebook on twitter, uh, pretty much all over the place, and then we ask people who did it to promote it more and if people like seeing their name. You had to text it to text in to get your name out of it so people could see their name in sync krauz love to be shouted out yeah, i send live listener love non-profit radio. I do like city and state people say, you know i love it wei have heck else do listeners of the week this week, people looked looked like their name or hear it it’s a feeling. Yeah, nature’s. He was actually able to grow their list by over ten thousand people from that one action. So i mean, be creative with it. Yes. Add it to your forms. You have an event. Ask people to do it. Even our session. We started off by asking people to text as the mass tio six six two to six. Six to rate how experience they were with it. And then we had a little bit of pull way have helped life. Okay. Yeah, well, your insiders so that no. Alright, i can i can give ah, couple examples. So to go off on rachel is saying planned parenthood, we when we had our first pink out day, which was a really rallying cry for around planned parenthood when they were being attacked in twenty fifteen what we did is we had a digital wall that was everyone who is tagging their tweets and instagram posts with pink out and on mobile what we did as we asked folks to send in their pink out pictures. So we got well over a thousand photos, including men wearing pink high heels way got it was also national coffee day, so we got photos of a woman with pink lipstick on her coffee cup. We got lots of family photos of everyone wearing paying s it was really wonderful, they engage them on the on that medium on mobile when they were out and about and then another good example of fund-raising example for you is that every year since i was at planned parenthood, we did this tactic, which actually hilary clinton during her campaign stole from us. What about that? Tell other hrc so what we did is around your end, it’s holiday time, so we would send a message tio r list, and we’d say cecile richards wants tio wish you a happy highs ing and has a special greeting for you text here on dh. Well, well, you’ll hear that greeting, um and so they would immediately get a phone call with an audio recording from cecile think of it is, ah, new age robo call right with her wishing them a happy holidays and then with an ask tied into it, i’m saying we would love your support on this holiday season and then once the message ended, they got a text message with a link to get andi saw really great results with that on dh, then with follow-up text over your end on dh so there’s lots of ways that you can utilize the platform for engagement. So who wouldn’t love to hear from your ceo, right? One organization that they love doesn’t have to be planned parenthood, no organization, you’re and a lot of folks, every town has done it with celebrities that are supporters, so they’ve done recordings from julianne moore on other folks who are some of their hyre up supporters so it works and it’s something that you khun dio on mobile on dh that folks really respond tio yeah, okay, just best practices. I mean, just a quick when you know communications should be regular varied in two way, so they should be you should be really very regular vary to a communications that’s that’s the name of the game regular is and then we need to be reaching out to them fairly regularly. We don’t want to leave them strange it for two months, someone another panels, otherwise they’ll forget that i did. And if i stop if i stop texting you after two months and i asked you for some money part of like, well, no, i’m not getting any money, so you know, you got to keep that relationship going maybe two to four times a month, maybe once a week it started to change varied we talked about different kinds of things to promote advocacy fund-raising really build it into your existing programs and don’t leave some stuff out really kind of make it, you know, diverse people are neo-sage fund-raising plan, yeah, exactly don’t just don’t continue to ask people for money overtaxed, that’s going to look really bad, and they’re not going to see the value that your organization’s bringing and then two way again it’s a text message let’s make it personal and let’s make it very human and have them respond to us and ask questions and all kinds of stuff like that. Okay, we’re gonna we’re gonna leave it there. Guys, go. Okay. All right. They are rachel kottler ditigal account manager leichtman mascot neil and company taylor dankmyer global strategist for upland mobile messaging and sandy fox. Sandi with an i founder and principal consultant at smart as a fox llc. Thank you so much for being with us. Thank you. Thank you. Thank you for being with our coverage of eighteen ntcdinosaur provoc technology conference. This interview is sponsored by network for good, easy to use donorsearch and fund-raising software for non-profits, thanks so much. Next week. Maur smart guests from the non-profit technology conference. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com were supported by pursuing online tools for small and midsize non-profits data driven and technology enabled. Tony dahna slash pursuant radio weinger cpas guiding you beyond the numbers. Wagner, cps, dot com and tell us credit card and payment processing your passive revenue stream durney dahna may slash tony tell us. Ah, creative producer is claire meyerhoff. Sam liebowitz is the line producer. Shows social media is by susan chavez. On our music is by scots dahna you with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great! Duitz you’re listening to the talking alternative network, waiting to get a drink. E-giving cubine hi, i am dr tranquility of dr tranquility pr, successfully meeting the media needs of the wellness community as an expert myself. For major mainstream media, radio, tv and print magazines, i now help you book interviews for broadcast radio, podcast television and i pay tv as well as many, many magazines reach me to one to nine to zero one six zero three. Are you feeling unhappy with your body, shape or size? Ever feel out of control with food? 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