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Strategic ConsultingPresented by Lesley Thompson, University of Denver
Mirko Widenhorn, iModules
What We’ll Cover
Strategic Consulting Overview
University of Denver’s Consulting Project
Tips to get you started
Strategic Consulting
Getting the web traffic that you want?Wondered who reads your emails?Have a small staff and need to be more efficient?Getting the most out of Encompass?
Denver’s Encompass set-up
• 177,634 constituents• 120,000 alumni• 22 schools/units using Encompass• 279,000 non-member records• 6.2 million emails sent in FY14• 24% open rate (FY14)• 207 administrators
Changes made since April ’13
• Monthly reporting system• Info sheets for admins on email topics• Email segmentation requirement• Email scheduling system• Email analysis and subject line testing
Consulting questionsHow well are we using Encompass?• Can Encompass be used more efficiently?• How can the constituent experience be improved?
Are we sending too many emails?
Does our community structure make sense?
What data can we use to track progress?
Consulting Process
• Scoping call to identify priorities• Review every aspect of Encompass tools
• Events, log-in process, campaigns, site usability…
• Email analysis• Overall email marketing analysis• Detailed three-month analysis
• Benchmark data for events, giving, email…• List of recommendations and action plan
Findings: Encompass tools• Site usability
• Integrate Encompass features into overall navigation
• Events• Use attendee list option, Who’s coming link• Create event reminder emails
• Log-in Process• Reduce length of first-time login process
• Campaigns• Add Support button to navigation• Move Support buttons in email communications
Findings: Email analysis
Sunday Monday Tuesday Wednesday Thursday Friday Saturday19%
20%
21%
22%
23%
24%
25%
26%
Open rates by day of week
Findings: Who Denver is reaching
• 61% of constituents opened at least one email during three months• 48% opened more than one email• 533 constituents opened 100% of all emails (min of 10)
• Average number of emails: 19• Breakout provided of how many emails received
Impact of consulting project
• Served as audit of online presence for upper-level administrators• School by school data reinforced good practices• Provided data to move forward with different community set-up• Adopted recommendations for efficiencies and to improve
constituent experience• Greater buy-in of Encompass and iModules across division
Implemented strategies
• Include Constituent IDs in emails• Ease of access to events, giving pages, profile
information and more• Utilizing Class Notes• Implemented donation category for all events
Results
• Reconciliation process is significantly easier and more streamlined
• Online donations have increased by 20%• Donations are recognized in real-time rather than once a
month• Non-member records have held steady• And, constituents and administrators are happier!
To get you startedSet goals for your site• Tied to institutional or divisional priorities
Why goals are important:
� Provide a way to focus your efforts
Know where to invest time and resources
Track and share progress internally and externally
To get you started
Vision: Engage all alumni with the institutionSample goals:• Increase the engagement of recent alumni with my
institution• Increase tie to the institution• Increase financial support
Site usabilityWhat do you want people to do on your site?• Log in?• Register for an event?• Click on a news story?• Read a class note?• Make a gift?• Purchase a membership?• Search the directory?• ...
Site usability
• Have your site tested• Current students• Alumni Board• Event attendees• Recent graduates• Older alumni
Site usability findings
Identify ways to focus on the key actions• Adjust navigation• Change images• Remove content• Add content
E-communications analysis
Have a lot of information in Encompass• Review email data• General
• Open rate compared to previous years• Clicks/open• Unsubscribe rate
E-communications analysis
Traffic (# of sessions)
2013 (April 1 – May 29)
2014 (April 1- May 29)
% change (y-o-y)
Direct traffic 13,668 9,261 -32.2%
Google 5,507 5,764 4.7%
Referral traffic 6,716 2,479 -63.1%
Bing 391 394 0.8%
Yahoo 275 305 10.9%
E-communications analysis
Athleti
cs
Career
Center
E-card
E-new
sletter
Even
t email
s
Game V
iewings
Genera
l Info
Mem
bership
Schools
Spec
ial ev
ents
Studen
ts
Surve
yTra
vel
Universi
ty Info
0.00%
5.00%
10.00%
15.00%
20.00%
25.00%
Clicks/open by email category
E-communications analysis
Communications Planning• Review email data• General• By category• E-newsletter data
• Identify types of information constituents respond to
E-communications analysis
Newsletter dataMember data Non-member dataType of story % clicks Type of story % clicksAthletics 17.9% Alumni Profile 22.0%Alumni Profile 16.5% Athletics 14.3%Alumni News 12.0% University News 12.4%University News 11.7% Alumni News 9.4%Event Information 10.2% Event Information 9.4%Blog 5.9% Alumni Center 7.4%Alumni Center 4.6% Pride (license plates…) 5.7%
E-communication analysis
• Adjust messaging and content of communications• More targeted communication
Consulting Services
• Consulting projects are tailored to your needs• Projects are collaborative in nature • Recommendations to help you make progress toward
your goals
Interested? Speak to your account manager