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1 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA

© COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA

BEST PRACTICES FOR LEVERAGING YOUR DATA TO INCREASE MEMBER ENGAGEMENT

Carole Mahoney- VotilityRichard Grochmal- Data RPMMarch 4, 2014

2 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA

CAE CREDIT

In order for AUDC participants to receive CAE credits, presenters must provide a final presentation to Brand@Abila.com by February 12th , 2014, to submit to ASAE for credit authorization acceptance.

3 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA

LEARNING OBJECTIVESAfter participating in this session, you will be able to:

Transform government relations, and other cost centered programs, into revenue.

Build crucial member profiles to increase member engagement, acquisition and retention.

Develop a framework to develop your OWN best practices.

Leverage big data to test and improve on member engagement strategies.

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PRESENTED BY

Votility Sales & Marketing Director

@icarolemahoney

@votility

Carole Mahoney

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KEY CONCEPTS AND TERMS

• Best practices

• Member engagement

• Membership personae profiles

• Campaigns

• Big data

• Cost centers

Cost centers become revenue generators.

TRANSFORMATION

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A ONE TIME DEAL?

Key to member acquisition and retention.

MEMBER ENGAGEMENT

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THE 4 BIG ENGAGEMENT QUESTIONS

What’s in it for me?

Why should I do this now?

Who else like me is doing it?

How do I do it?

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SCIENTIFIC METHOD OF ENGAGEMENT

Assumption

HypothesisResults

Learned

Answers

Test

Creating your framework.

BEST PRACTICES

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MEMBER PERSONA PROFILES

Demographics

Psychographics

Communication style

Events/ Activities

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ENGAGEMENT CAMPAIGNS

• Multiple channels• Tied to an event or offer• Specific to established profiles• Closed loop reporting

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GRASSROOTS ADVOCACY

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ENGAGEMENT SCORING

Social Media

Email

Content

Events

Advertising

Advocacy

Applied learning from member engagement campaigns.

BIG DATA

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PRESENTED BY

Data RPM -VP Sales & Business

Development

@datarpm

Richard Grochmal

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DISCOVER, AND TAKE ACTION ON YOUR DATA

• Avectra Partner | Votility Partner

• Business Intelligence & Analytics

• Interactive Reports & Dashboards

• Ask Questions from your Data in Natural Language

• Can be embedded directly into NetFORUM

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REPORTS & DASHBOARDS

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DRILL DOWN, THEN ACT

• Double-click on any result and have the ability to drill down by associated dimensions and time stamps

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TAKE ACTION ON YOUR DATA• It’s never been easier to see the underlying data that makes

up your reports and dashboards

• Double-click on any result and “See the Original Data”, then export with a single click… enabling you to take action

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IIA – CUSTOMER USE CASE• Please welcome Dima Semensky from IIA (The Institute of

Internal Auditors)

• Dima is the CTO of IIA and will demonstrate IIA’s use case of DataRPM’s platform over their use of Avectra’s NetFORUM product

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SUMMARY

Successful member engagement strategies answer the 4 basic questions of what, why, who and how.

Best practices are not handed down, they are developed over time.

Data drowning happens without a strategy and framework for decision making.

Transforming campaigns into non-dues fundraising revenue is not just about the big idea, but the campaign process.

QUESTIONS?

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HOMEWORKVisit www.votility.com/audc2014 to download the following workbooks and eGuides.

eGuide: Member persona profile attributes

Workbook: Member persona profile questionnaire

Template: Member persona profile

eGuide: Transforming Government Relations into Non-Dues Revenue

Workbook: Grassroots Advocacy campaign planning

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YOUR FEEDBACK IS IMPORTANT TO US!

Completing a session survey is fast and easy: 

Stop by a kiosk or complete the survey on your mobile phone, laptop, or tablet through the Forward Together mobile app.

IOS and Android users may download the app from the App Store or Play Store by searching “AUDC14”

Remember each completed survey is another entry for one of several daily prize drawings, including mini tablet!

Your feedback helps us improve future sessions and presentation techniques.

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CONTACT US

Presenter Contact Information:

Carole Mahoney carolemahoney@votility.com

Twitter: @icarolemahoney / @votility

Richard Grochmal richard@datarpm.com

Twitter: @datarpm

Thank you for your participation!

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