Post on 13-Dec-2014
description
transcript
Maximize your Memberships: An Exclusive Demo with
Predictive Response and Click & Pledge
The webinar will begin shortly
Introductions
Kirsten KippenIdealist Consulting
Seth GoddardPredictive Response
Karen ArrivillagaClick & Pledge
Memberships Solution Kit
• A bundle of vetted solutions designed to facilitate membership• Includes communication and payment processing for new and recurring members• Salesforce, Click & Pledge, Predictive Response, Form Assembly
Login, or Go to the mountain
Example: Members must come to your membership portal and log in to update information and make payments.
Best for: Orgs that want to give constituents full access.
Login vs. Email Approach
Email notifications, or We bring the mountain to you
Example: Member gets membership renewal requests and info by emailNo login required
Best for: Cost-conscious orgs (this is typically at least 50% cheaper than a CRM membership application in year one and ongoing fees are also lower)
Demo with Predictive Response
The challenge: Managing membership outreach campaigns for both new and renewing supporters.
The pain: The manual job of...
Running reportsUpdating campaignsEntering giftsSending renewal remindersAnd then NOT sending reminders after a renewal has come in
Introducing the Membership Kit
Click & Pledge is the nonprofit industry’s fastest growing software provider.
Predictive Response, established in October 2006, creates superior email marketing and campaign automation applications, integrated exclusively with Salesforce.com.
Scenario 1: Automatically add prospective supporters to a membership campaign.
Prospective supporter identified in Salesforce
Membership campaign automatically begins
Membership donation turns off the campaign
Scenario 2: Automatically trigger a membership renewal campaign.
Membership end date triggers renewal campaign
Renewal campaign automatically stopped after donation
Value of member determines next campaign
The Membership Kit solution: Automate...
Running reportsUpdating campaignsEntering giftsSending renewal remindersAnd turning OFF campaigns when a member makes their commitment
Your staff will spend more time interacting one-on-one with members, not with their data.
Q&A
Additional Resources
http://www.idealistconsulting.com/services/solution-kits
http://www.predictiveresponse.com/
https://clickandpledge.com/