Stay on Track: Best Practices for TeamRaiser Communications By: Nancy Palo

Today’s Training…

Pieces of TeamRaiser Equipment to Use to Communicate With Your Fundraisers

Ways to Optimize Your WYSIWYG

Target Areas to Segment

737

Today’s TrainerNancy Palo, Senior ConsultantBlackbaud

Twitter:@fundraising101

Your TeamRaiser Communication Equipment

Three Ways to Email

•Across Luminate Online

•A/B Testing

Email Campaigns

•Specific to each TeamRaiser

•Built in Segmenting Tools

Coaching Emails

•Only available in EMC

•Easy to Use Templates

Email Express

Email Campaigns Best PracticesUtilize A/B Testing

1 CLICK

25 CLICKS

Sample Audience Remainder of Audience

SUBJECT LINE B

Coaching Email Best Practices

Utilize the built in segmenting features to send targeted messages to specific audiences.

Utilize the component, conditional and personalization features in the WYSIWYG to make your message relevant.

Email Express Best Practices

Create a variety of templates for your users to choose from

Use the tool for both volunteers and fundraising staff that have limited technical skills

Autoresponders

Autoresponder Best PracticesAutomate a large percentage of your communication plan

Use conditionals

Participants can’t opt-out

Optimize Follow-Up Autoresponders

Instantly Acknowledge Fundraisers with Milestone Messaging and Badges

Fundraising Milestone

• Fundraiser reaches defined dollar amount

Email Message

• Email is sent to fundraiser to acknowledge milestone

Fundraising

Badge

• A digital image appears the fundraiser’s Personal Page

Milestone Best Practices

Celebrate, Share & Inspire

Create milestones messages without badges at mid-level intervals

Add Team milestones!

Team Milestones

Communicate With Your Fundraisers in the Participant Center

Participant Center Best PracticesCreate dynamic experiences for your fundraisers

Provide fundraising resources

Utilize Newfeed

Promote Team Captain Message area

Provide Email Templates For Your Fundraisers with Suggested Messages

Suggested Messages

Keep the messages simple

Do not include [insert here] or blanks for the fundraiser to fill in

Provide templates for multiple audiences and timeframes

How to Optimize Your WYSIWYG

What You See Is What You Get

Optimizing the WYSIWYG

Components

Personalization

Conditionals

Components

You can embed several different types of TeamRaiser components in the email message content to keep the event fundraising information and data dynamically updated. Updates happen when the email message is sent.

•TeamRaiser event-specific components for placing details about the event, organization, coordinators and sponsors, milestones assigned within the event, and so on directly on pages to avoid updating this information in several places if it changes.

•Participant Center Log-Ins

•Status information about the top performers, amount raised, and number of donations and registrants in an event

Blackbaud Confidential 21

Promote Competition in communications using components

REAL TIME UPDATES

Personalization

Blackbaud Confidential 23

Personalization Best Practices

Conditionals

Blackbaud Confidential 25

Conditional Best Practices

Drive next steps based on previous actions

Acknowledge fundraisers for achievements

Create dynamic content for each of your audiencesBlackbaud Confidential 26

Target Areas to Segment

Target Area: Email Audience

Target Area: Participant Types

Target Area: Registration

Target Area: Donations

Target Area: Emails

Target Area: Unconfirmed Gifts

Target Area: Teams

Additional Resources

Luminate Online Help

http://customer.convio.com

www.npEngage.com

Questions?

Blackbaud Confidential 39