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How to Use Digital Tools to Your Advantage Adrienne Royer Digital Communications
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Page 1: Leadership institute10 20-15

How to Use Digital Tools to Your Advantage

Adrienne RoyerDigital Communications

Strategist, CMDI

Page 2: Leadership institute10 20-15

About CMDISince 1981, CMDI has provided innovative fundraising and compliance solutions for political organizations, non-profits, and corporations.

1981

CMDI creates the first voter databases with demographic information to target voter clusters with programmatically-generated personalized voter messaging utilizing xerographic technology.

1984

CMDI puts the national voter database “online” allowing National Committees and Reagan for President to access automated mailing list order fulfillment services.

1987CMDI launches a PC-based Iowa caucus tracking system, the first of its kind.

1993 — Dexter

CMDI releases Dexter, the first SaaS political compliance & fundraising data system for the RNC. 1996 — DexFile

Created DexFile, the first-ever system to generate digital FEC reports that the FEC would accept. The Dole campaign used the first electronic filing to apply for federal campaign matching funds.

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About CMDI

2004

CMDI created & implemented DexTeam, an advanced donor downline tracking system to power the Bush Pioneer and Ranger fundraising programs..

2008

Crimson, the first and only web-based enterprise campaign software, was launched to manage all aspects of the campaign donor relationship, from donation to FEC filing. 2011

WidgetMakr is created to fulfill the special cash management & compliance needs of political organizations. that weren’t being met by non-profit online fundraisng tools.

2012

CrimsonRPM, the only political multi-level, volunteer fundraising platform available for campaigns from Presidential to House races, was launched for the 2012 cycle. 2013

After 15 years of working with clients to file FEC reports, CMDI released CrimsonFiler, a more efficient, flexible and easier way to file federal and state reports.

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CMDI Products

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CMDI & Republican Fundraising

During the 2012 political cycle, CMDI’s products and services were used to raise & manage $2 billion out of the $3 billion raised Republican federal campaigns.

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2016 Cycle Clients

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Beware SSMS(Shiny Social Media Syndrome)

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SSMS

Shiny Social Media Syndrome –The tendency to jump on the newest, trendy or “it” social media tool or network…just because.

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Answer These Three QuestionsAnswer these 3 questions:

1. How will this help us raise money or get to 51% on election day?

2. Does it solve a problem or help us reach a goal?

3. What are the hidden costs?(production expenses, staff time, creative, IT resources, candidate time)

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Know the Demographics

Source: Business Insider

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Republicans are News Junkies.

Republicans place great emphasis on accessing breaking news & getting “reliable” news from alternative media sources that are seen as more trustworthy than traditional media.

-Cell Phones, Social Media and Campaign 2014, Pew Research Center

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Why follow politics on social media?

Helps me find out about political news before others do:

Information is more reliable than information from traditional news organizations:

Source: Pew Research Center, November 2014. “Cell Phones, Social Media, and Campaign 2014”

50% 35%

33% 20%

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Social media leads to donors.Americans following political figures on social media are far more engaged in election campaigns:

Source: Pew Research Center, November 2014. “Cell Phones, Social Media, and Campaign 2014.”

Compared to 6% of Americans who attend political events but do not follow political figures on social media.

13% Attend an Event1

Compared to 39% of Americans who encourage friends and family members to support a political candidate but do not follow political figures on social media.

62% EvangelizeCompared to 4% of Americans who volunteer but do not follow political figures on social media.

11% Volunteer

Z

Compared to 11% of Americans who donate but do not follow political figures on social media.

21% Donate

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Mobile Donations

…some 8% of smartphone owners use their phone at least occasionally to make a monetary donation to a charitable or political cause. Just 2% do so frequently, and 77% of smartphone owners say that they never use their phone for this purpose.

-U.S. Smartphone Use in 2015, Pew Research Center

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Keep Benchmarks Handy

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Nonprofit Resources

2015 Giving USA Annual Report on Philanthropy

Blackbaud Charitable Giving Report: How Nonprofit Fundraising Performed in 2014M+R Benchmarks 2015

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What drives donations?

22% of online fundraising came from email.

Source: M+R Benchmarks 2015

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Nonprofit Email Statistics

Source: M+R Benchmark 2015

  Open Rates Click-Thru Rates

Response Rates

Page Completion

Rates

UnsubscribeRates

Overall 14% (+4%) 1.6% (-8%)     .19% (-4%)

Fundraising 14% (+5%) .48% (+2%) .06% (-12%) 13% (-11%) .21% (-1%)

Advocacy 16% (+9%) 3.3% (-12%) 2.9% (-18%) 82% (+1%) .18% (+5%)

Newsletter 11% (+5%) 1% (-10%)     .13 (-9%)

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Email Subscribers vs. Social Media Followers

For every 1,000 email subscribers, there’s an average of 285 Facebook fans and 112 Twitter followers .

Source: M+R Benchmark 2015

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When do people donate?

Source: WidgetMakr donations from January 1, 2015-June 30, 2015

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Know Your Donors

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Who makes political donations?

15% of adults report making a donation to a candidate or a group supporting the candidate in the past two years.  

Source: Pew Research Center, June 2014. “Political Polarization in the American Public”

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Who is donating?Likely political donors have strong ideological preferences.

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How much are they donating?

4% More than $250

Source: Pew Research Center, June 2014. “Political Polarization in the American Public”

5.5%Donated less

than $100

4.5%Donated between

$100-$249

4%Donated more

than $250

Page 25: Leadership institute10 20-15

Understand the Technology

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Content Management SystemA content management system (CMS) is a computer application that allows publishing, editing and modifying content, organizing, deleting as well as maintenance from a central interface. Such systems of content management provide procedures to manage workflow in a collaborative environment.

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Customer Relationship Management (CRM)Customer relationship management (CRM) is an approach to manag-ing a company's interaction with current and future customers. It often involves using technology to organize, automate, and synchronize sales, marketing, customerservice, and technical support.

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CRM vs. CMS

Source: Goss Interactive

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What Are Campaigns Using?

No other donation platform was used by more than one Republican presidential campaign.

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Learn the Basics

 

Source: https://analyticsacademy.withgoogle.com/explorer

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Learn the Basics

 

Source: Pew Research Center, June 2014. “Political Polarization in the American Public”

Google Analytics Academy Critical Courses:

• Digital Analytics Fundamentals• Google Analytics Platform Principles• Ecommerce Analytics: From Data to Decisions

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Learn the Basics

 

Source: Pew Research Center, June 2014. “Political Polarization in the American Public”

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Sychronize Your Data

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More than Excel

Goal: Your Data Should Work Together

Avoid systems that rely on manual exports and imports of Excel spreadsheets or CSV files.

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Supporter RSVPs for an event

Shares event on social

media

Invites friends via email

Data automatically syncs with

Event & Supporter are tagged with a Source Code to track attendance and donations

Compliance & Event staff can follow up w/ supporter

if needed

Syncs event with MailChimp & emails attendees

Downloads attendee list to have at door

Prints nametags

At the event, staff process mobile donations with

Through Eventbrite, the event organizer:

Volunteers check in guests with the Eventbrite app

on their smartphonesCandidate views attendee list

en route with

After the event, the organizer follows up with a thank you &

a donation ask using

At the reporting deadline, the data is already in Crimson and ready to be turned into a report with

Through Source Codes, the donation syncs with Crimson

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Explore Automations

Source: Mobile Cause

Many donor relations contacts can be streamlined with integrations

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Offline + Online=Winning

Source: Mobile Cause

Direct mail spurs online donations from donors

of all ages.

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Use a Personal Touch

Source: Mobile Cause

Hand-written thank you notes & thank you calls work!

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4. Be Donor Centric

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New Challenges

With the rise of mobile adoption, online donation forms may be hurting your fundraising efforts:• Cumbersome forms required by FEC• Increased chances of user error for forms on mobile devices• Donor has previously provided the requested data

Form completion on mobile devices is still very low in comparison to desktop conversions. In fact, studies suggest that desktop forms often convert at over 2x those same forms on mobile.

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Emerging 1-Click Donations

New trend is to save credit card data to make online or mobile transactions, faster, easier and safer.

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Spark 1-Click Giving

Spark is the 1-click giving system on the WidgetMakr platform.

• Safely stores donor data• Minimizes user interface & entry errors• Easy to donate on a mobile device• Reduces the barriers to conversions

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Spark 1-Click GivingMore than 300,000 Spark accounts created!

• 94% choose to save credit card information• 29% are repeat donors• 9% donate to multiple campaigns with Spark

accounts

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Spark Giving Matrix

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Utilize Recurring Donations● Online monthly giving grew by 32% compared to 9% for one-time giving.

● Average one-time gift was $104.● Average monthly gift was $23 ($276 annual total).

● Recurring gifts accounted for 17% of total online revenue,

an increase of 4% from 2013.

Source: M+R Benchmarks 2015

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Keep Your Sanity

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Create a Swipe File

1. When you see good examples or ideas, SAVE THEM!

Source: M+R Benchmarks 2015

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Resources

Graphics:• Canva• Piktochart

Social media:• Hootsuite• Padgram

Source: M+R Benchmarks 2015

Organization• CoSchedule• Google

Calendar• Sunrise

News• Google Alerts• Flipboard• Feedly

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Questions?

Adrienne RoyerDigital Communications Strategist

[email protected]/Adrien-

neRoyer@CMDI@AdrienneRoyer

Linkedin.com/in/adrien-neroyer

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How to Use Digital Tools to Your Advantage

Adrienne RoyerDigital Communications

Strategist, CMDI


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