social media for social impact: fundraising and customer relationship management

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Technology + Social Impact | meetup.com/net2chicago | @net2chicago Social Media for Social Impact Fundraising and Customer Relationship Management Friday, March 27, 2015 NetSquared Chicago Event Summary in partnership with

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Page 1: Social Media for Social Impact: Fundraising and Customer Relationship Management

Technology + Social Impact | meetup.com/net2chicago | @net2chicago

Social Media for Social ImpactFundraising and Customer Relationship Management

Friday, March 27, 2015

NetSquared ChicagoEvent Summary

in partnership with

Page 2: Social Media for Social Impact: Fundraising and Customer Relationship Management

Technology + Social Impact | meetup.com/net2chicago | @net2chicago

Social Media for Social Impact:Fundraising and Customer Relationship Management

Featured Presenter: Nora Brathol, Arka Pana Consulting

Presenter: Nathan Lee Jones, MBA, NetSquared Chicago

Host: Stuart Jamieson, BecomeHost: Nathan Lee Jones, MBA, NetSquared ChicagoHost: Dr. Sayaka Machizawa, The Chicago School

Page 3: Social Media for Social Impact: Fundraising and Customer Relationship Management

Technology + Social Impact | meetup.com/net2chicago | @net2chicago

Disclaimer

The following content includes photos, notes, summaries, and interpretations from a recent NetSquared Chicago event. All content is property of the respective copyright holders. No claim is implied.

Page 4: Social Media for Social Impact: Fundraising and Customer Relationship Management

Technology + Social Impact | meetup.com/net2chicago | @net2chicago

Led by Nora Brathol of Arka Pana ConsultingBA in English; MA in Int’l Human Rights

10+ years online communications, fundraising, and advocacy

Expertise in launching and growing social media

Clients range from Medical Offices to Law Firms; Political Candidates to International Nonprofits

Contact [email protected] | 773.658.9683www.arkapanaconsulting.com facebook.com/arkapanaconsulting | @arkapanallc | @NoraNoH8pinterest.com/arkapanallc | Arka Pana Consulting on Google+Arka Pana Consulting LLC on LinkedIn

Page 5: Social Media for Social Impact: Fundraising and Customer Relationship Management

Technology + Social Impact | meetup.com/net2chicago | @net2chicago

Presentation Notes

Social media is a conversation, not a billboard.- Nora Brathol, Arka Pana Consulting

Page 6: Social Media for Social Impact: Fundraising and Customer Relationship Management

Technology + Social Impact | meetup.com/net2chicago | @net2chicago

Presentation Notes

Creating a Content Calendar● Start Early (at least 3-6mo prior to event)● Share Widely● Consider the platform, purpose, and data● Always connect back to mission and goals

“Sharing is Caring - Collaborate with other orgs!”

Page 7: Social Media for Social Impact: Fundraising and Customer Relationship Management

Technology + Social Impact | meetup.com/net2chicago | @net2chicago

Page 8: Social Media for Social Impact: Fundraising and Customer Relationship Management

Technology + Social Impact | meetup.com/net2chicago | @net2chicago

Sample Content CalendarLocal Community Center

Page 9: Social Media for Social Impact: Fundraising and Customer Relationship Management

Technology + Social Impact | meetup.com/net2chicago | @net2chicago

Presentation Notes

Remember Important Dates● #GivingTuesday (first Tuesday after

Thanksgiving)● End of Year Giving● Remember: During national events and/or

crisis, suspend or provide relevant posts

Page 10: Social Media for Social Impact: Fundraising and Customer Relationship Management

Technology + Social Impact | meetup.com/net2chicago | @net2chicago

Page 11: Social Media for Social Impact: Fundraising and Customer Relationship Management

Technology + Social Impact | meetup.com/net2chicago | @net2chicago

Presentation Notes

Creating Content● Utilize trending, but relevant topics● Be funny - Ex: nonprofitwithballs.com● Empower Brand Ambassadors● Measure ROI● Follow 80/20 Rule

○ 80% resources / 20% promotion

Page 12: Social Media for Social Impact: Fundraising and Customer Relationship Management

Technology + Social Impact | meetup.com/net2chicago | @net2chicago

Presentation Notes: Tools

Graphics: canva.comContent Scheduling / Conversation Monitoring: Hootsuite, Buffer, Sprout Social, CoSchedule, SocialBroAnalytics: Facebook Insights, Google Analytics, twitter.analytics.comTwitter Management: Hootsuite, Manage Flitter, Unfollowme

Page 13: Social Media for Social Impact: Fundraising and Customer Relationship Management

Technology + Social Impact | meetup.com/net2chicago | @net2chicago

Page 14: Social Media for Social Impact: Fundraising and Customer Relationship Management

Technology + Social Impact | meetup.com/net2chicago | @net2chicago

Additional Resources

Example Medium blog post by charity:water: https://medium.com/charity-water/the-last-walk-for-water-979160375b4a

Pinterest board for social media for nonprofits: https://www.pinterest.com/arkapanallc/non-profits-social-media/

Upcoming Classes led by Nora Brathol at The Shift, 4101 N. Broadway:Engaging your Facebook Audience Through Organic Reach and Paid Ads (Wed April 8, 6pm, I am co-presenting with a colleague who is an expert in Facebook ads)How to use Twitter Effectively to Promote your Business or Nonprofit (Thurs April 30, 6:30pm)How to Run a Successful Crowdfunding Campaign (Thurs May 21, 6:30pm, an expert from Indiegogo will be teaching this class but I will be on hand to answer questions about how social media impacts crowdfunding)Optimizing your LinkedIn profile (Tues May 28 6:30pm, I will cover personal profile optimization and branded page optimization)

Page 15: Social Media for Social Impact: Fundraising and Customer Relationship Management

Technology + Social Impact | meetup.com/net2chicago | @net2chicago

CRM Strategy and Methodology

● Customer Relationship Management (CRM)

● “Customers” = Revenue○ Consumers○ Donors○ Grant Agencies○ Sponsors

Page 17: Social Media for Social Impact: Fundraising and Customer Relationship Management

Technology + Social Impact | meetup.com/net2chicago | @net2chicago

Moving from Awareness to Revenue

The Dream:Someone learns about your org and are immediately inspired to donate!

Page 18: Social Media for Social Impact: Fundraising and Customer Relationship Management

Technology + Social Impact | meetup.com/net2chicago | @net2chicago

Page 19: Social Media for Social Impact: Fundraising and Customer Relationship Management

Technology + Social Impact | meetup.com/net2chicago | @net2chicago

Moving from Awareness to Revenue

The Reality: Complex and Always Changing

Page 20: Social Media for Social Impact: Fundraising and Customer Relationship Management

Technology + Social Impact | meetup.com/net2chicago | @net2chicago

Moving from Awareness to Revenue

The Goal is to be:Deliberate, Methodical, Efficient, Aware

Page 21: Social Media for Social Impact: Fundraising and Customer Relationship Management

Technology + Social Impact | meetup.com/net2chicago | @net2chicago

Moving from Awareness to RevenueExample Pipeline

Page 22: Social Media for Social Impact: Fundraising and Customer Relationship Management

Technology + Social Impact | meetup.com/net2chicago | @net2chicago

Moving from Awareness to RevenueExample Pipeline (Donor)

Page 23: Social Media for Social Impact: Fundraising and Customer Relationship Management

Technology + Social Impact | meetup.com/net2chicago | @net2chicago

Additional Decision Factors

1. Existing Workflow and IntegrationsNice-to-have vs. Must-have

2. Learning Curve

Page 24: Social Media for Social Impact: Fundraising and Customer Relationship Management

Technology + Social Impact | meetup.com/net2chicago | @net2chicago

Workshop: Crowdsource a Content Calendar

Organization Name: ________________________Organization Mission: _____________________What is/should your organization be known for? Keywords: __________________________________________________________________________Example Fundraising Goal(s): ____________________________________________________________

Page 25: Social Media for Social Impact: Fundraising and Customer Relationship Management

Technology + Social Impact | meetup.com/net2chicago | @net2chicago

Page 26: Social Media for Social Impact: Fundraising and Customer Relationship Management

Technology + Social Impact | meetup.com/net2chicago | @net2chicago

Workshop: Crowdsource a Content Calendar

Page 27: Social Media for Social Impact: Fundraising and Customer Relationship Management

Technology + Social Impact | meetup.com/net2chicago | @net2chicago

Page 28: Social Media for Social Impact: Fundraising and Customer Relationship Management

Technology + Social Impact | meetup.com/net2chicago | @net2chicago

Technology + Social Impact = Awesome EventsVolunteer-run

50+ Chapters in 20+ CountriesJoin Us!

Page 30: Social Media for Social Impact: Fundraising and Customer Relationship Management

Technology + Social Impact | meetup.com/net2chicago | @net2chicago

Prepared by:

Nathan Lee Jones, MBAOrganizer, NetSquared Chicago

Business Strategy forSocial Enterprises andSocial Entrepreneurs

www.nathanleejones.com