revitalising rfv

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A joint project by RSPB and Plug the Gap

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Revitalising RFV. A joint project by RSPB and Plug the Gap. I ntroduction and B ackground. Who we are. Julie Pitt Director at Plug the Gap Database marketing and analysis for the charity sector Ruth Smyth Supporter Insight Manager at the RSPB - PowerPoint PPT Presentation

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Page 1: Revitalising RFV

A joint project byRSPB and Plug the Gap

Page 2: Revitalising RFV
Page 3: Revitalising RFV

• Julie Pitt– Director at Plug the Gap– Database marketing and analysis for the charity sector

• Ruth Smyth– Supporter Insight Manager at the RSPB– Understanding support and supporters from across the

organisation

• Cath Campbell– Business Information Analyst at the RSPB– Deciphers the information and helps the planning

process

Page 4: Revitalising RFV

Our appeals were stuck in a rut and a couple

showed poor results. We wanted to know why.

We also wanted to grow, but weren’t sure how.

Page 5: Revitalising RFV

The RSPB asked Plug the Gap to collaborate on a project.The objective was to learn

more about the behaviours of donors

in cash appeals and the factors that affected those

behaviours.

Page 6: Revitalising RFV

• How many?4- 5 each year• What topics? Purchasing a reserve /

campaigns• Who to? Members, recently

expanded• How are they segmented? –Active

–Lapsed–Deep Lapsed

Page 7: Revitalising RFV
Page 8: Revitalising RFV

We started off with some basic concepts

Page 9: Revitalising RFV

Some things we knew.

Some things we knew we didn’t know.

Some things we didn’t knowwe didn’t know.

Page 10: Revitalising RFV

But we chucked in another one as well

Page 11: Revitalising RFV

Some things we thought we knew, but did we?

Page 12: Revitalising RFV

We pulled together lots of campaign reports, pieces

of analysis and some views and ideas of the

people that worked with appeals and data

Page 13: Revitalising RFV

Pulling them together and reviewing across

activitiesexpanded our understanding

Page 14: Revitalising RFV

We could identify what we knew and

we could identifywhere the holes were

Page 15: Revitalising RFV

And we knew there was a lot of stuff that

wedidn’t have any ideas

about

Page 16: Revitalising RFV

But most importantly we were able to see

that some of the things we thought we knew

just weren’t true

Page 17: Revitalising RFV

myt

hs!

Page 18: Revitalising RFV

We crossed referencedall of the information

from all of the different sources

Page 19: Revitalising RFV

This showed us which pieces of insight didn’t stand up to statistical

scrutiny,

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...and which pieces of our

understanding were assumed

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Armed with all of this information

we came up with a radical plan

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Step 1:Create an RFV matrix

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...but structure it so that it accurately reflects the

donors behaviour

Page 25: Revitalising RFV

Step 2:Analyse gift prompts

Page 26: Revitalising RFV

...but not in thetried and tested way that

Is normally seen

Page 27: Revitalising RFV

Step 3:Take the findings and

apply them to an appeal

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...but make sure the results

are measurable

Page 29: Revitalising RFV
Page 30: Revitalising RFV

We looked closely atthe R the F and the V

Page 31: Revitalising RFV

We kept in mind that each variable had to accurately reflect the

behaviours of the supporters

Page 32: Revitalising RFV

Recency is easy:measure the time

between the last gift and another fixed point

Page 33: Revitalising RFV

Frequency is harder:Should this be the number of times a

supporter has given?

Page 34: Revitalising RFV

That’s OK but what if someone has been asked to give 10 times and donated twice are they the same as another supporter who has

been asked twice and donated twice?

Page 35: Revitalising RFV

There’s a subtle difference in

their behaviours:ask twice > get twice

Versus

ask ten times > get twice

Page 36: Revitalising RFV

The difference is their propensity to donate

which should put themin different cells in the

matrix

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Value is the hardest:last, highest, average

Page 38: Revitalising RFV

We approached this by thinking of how we would

feel as supportersin a few different

scenarios

Page 39: Revitalising RFV

“I had a windfall and was able to donate a little

more. I normally give ten pounds but I was able to

give one hundred pounds.”

Page 40: Revitalising RFV

There are many reasons why supporters donate

an amount that falls outside of their normal

pattern of giving.

Page 41: Revitalising RFV

As a supporter I would feel “put upon” if my chosen

charity felt that I could now afford to give at a much

higher value than normal, just because of a single higher

value gift.

Page 42: Revitalising RFV

With this in mind we opted to use the mode

value: the value that best reflected the supporters’normal giving behaviour

Page 43: Revitalising RFV

It lets supporters knowthat we value their contribution regardless of how big or small.

We avoid making them feel that their contribution is never quite

enough by always pushing them for more.

Page 44: Revitalising RFV
Page 45: Revitalising RFV

Most supporters fell into only a few cells in the

matrix

Page 46: Revitalising RFV

Delving deeper it seemed that most

supporters gave ten pounds; a lot less than

previously thought

Page 47: Revitalising RFV

They gave ten pounds because they were

always asked for ten pounds so they gave ten

pounds...

Page 48: Revitalising RFV

...and on and on it went!

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Which brings us very neatly to...

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Were the gift prompts driving the donations or

were the donationsdriving the gift prompts?

Page 52: Revitalising RFV

We looked around atdifferent appeals; some

good, some bad

Page 53: Revitalising RFV

One appeal stood outand we needed to find

out why

Page 54: Revitalising RFV

Unlike other appeals the gift bands were

increased in number and decreased in value

spread

Page 55: Revitalising RFV

We also dissected the prompts and came up

with a way of showing the relationship between the previous gift value and

the prompts

Page 56: Revitalising RFV

We ended up with something that looked

like this...

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This is the highest valuewithin the gift band

Gift prompt 1

Gift prompt 2

Gift prompt 3

Page 58: Revitalising RFV

Gift bands that were too wideconsistently failed to perform asWell as those where the band wasnarrower

Page 59: Revitalising RFV

Gift bands with unevenly spaced

prompts that were too far removed from

previous giving at both the top and

bottom didn’t perform as well as

those that were more evenly spaced and closer to previous

behaviour

GoodBad

Page 60: Revitalising RFV

The evidence seemed to suggest

that the prompts didn’t always determine the

value of the donation...

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...but might determineif a supporter donated

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We have no way of knowing why this might be, we can only hypothesise; prompts that are too far removed hark back to being pushy or unappreciative

of the contributionsof a supporter

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When the 3 values are badly spaced it feels unnatural and a little inarticulate; if the top two are grouped it looks like we don’t really want you to

give at the lowest value

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Page 65: Revitalising RFV

How do you bring all of these bits of information into an appeal so that it

sits together comfortably?

Page 66: Revitalising RFV

We pared down the information into

the key elementsthat we felt could be

applied

Page 67: Revitalising RFV

Firstly we worked out the modal value for each

supporter, removing the impact of large or small

gifts

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Next we built a gift prompt matrix; with narrow value

bands we added 3 prompts and tested each one

using our visualisation tool to ensure it met the new spacing

criteria

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We added an additional criteria;

each band should aim toincrease the normal giving

behaviourby a small amount

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And we wanted to break supporters old habits and establish

a new one;the gift prompts would be held in place for the period of one years’

worth of appeals even if a supporter changed their normal

giving behaviour

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This is the big question and the reason that

we’re all here tonight

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I’m going to hand over to Ruth and Cath who will

talk you through the outcomes

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Page 75: Revitalising RFV

First Appeal - report by Julie

Brainstorming sessionFurther analysis for subsequent appeals

Page 76: Revitalising RFV

Low Prom

pt

Medium

Prompt

High Prom

pt

Below low Low to mid Mid to high Above high

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And what happened to theten pound donors?

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£10£10£10

£10£12£15

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66% of people moved!

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Appeal1 Appeal 2

M

H

L

Low: StuckDonated to subsequent appeal at

the same prompt level as the previous appeal.

Appeal 1

M

H

L

Low to Mid: MoveDonated to subsequent appeal at the next prompt level up from the

previous appeal.

Appeal 2

Appeal 1

Appeal 2

M

H

L

Low to High: MoveDonated to subsequent appeal at two prompts up from the previous

appeal.

High to Mid: MoveDonated to subsequent

appeal at the next prompt level down from the previous

appeal.

Appeal 1

Appeal 2M

H

L

Page 81: Revitalising RFV

Popular gifts at five pound incrementsand use of the prompt values

Low Prompt Value £6 £12 £16 £21 £26 £32 £42 £48

Most popular donation above low prompt £10 £15 £20 £25 £30 £50 £50 £50

Most popular donation appears as other prompt? H M M M M No H No

Page 82: Revitalising RFV

Online donors behave differently

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Appeal 1 Appeal 2 Appeal 3

Online DM Online DM Online DM

25 10 25 10 25 10

15 12 11 20 15 20

11 20 15 25 11 25

20 6 50 12 20 5

10 16 20 5 50 12

50 5 10 6 5 16

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Analysis: Building from the basics

Taking a step back

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Idea generation

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Questioning assumption & myth busting!

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Myth’s busted...

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Average gift is twenty five pounds!

Most people give ten.

Page 90: Revitalising RFV

Land purchase appeals always do better!

Super appeals have a range of characteristics.

Page 91: Revitalising RFV

People paying for membership give less!

Channel is more important than fee.

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Adding volume increases income!

Not necessarily. It may be better to decrease volume.

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The RFV was based onreal behaviours so it helped

us to explore the implications

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The project raised some big questions, which

we’ve started to answer

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It also reminded us that it’s all about the relationship andnot just getting a one-off

donation

Page 97: Revitalising RFV