7 Questions on Marketing Automation for Nonprofits


I recently sat down with the good folks at The Campaign Workshop and chatted about marketing automation for nonprofits. The Campaign Workshop: "Why should I care about nonprofit marketing automation?". Marcella Vitulli: Short answer: because, with the right preparation, automation will take hours of work off of your to-do list and help you reach more supporters across channels automatically. TCW: "What's a common mistake nonprofits make with marketing automation?".

Automated Cultivation vs. “Moves Management”


Now let’s contrast moves management with automated cultivation. Enter technology for automating the process. Nonprofits that leverage technology to automate the tedious, time-consuming, inefficient, and expensive cultivation process help their Gift Officers spend more time with the most highly qualified prospects who want to have a deeper relationship and are ready to meet to exchange money for value. I’ve never really felt comfortable with the phrase “moves management.”.


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Stop Right Now and Check Those Automated Emails!

Kivi's Nonprofit Communications Blog

If you follow email marketing best practices, you should have at least a couple of automated processes set up like welcome emails when someone signs up for your e-newsletter or receipts for online donations. Unfortunately I am speaking from experience… We have a lot of automated emails set up as there are many different ways people can join our community and each requires its own welcome series based on what they asked for.

Why You Should Implement an Automated Email Welcome Series for New Donors

Kivi's Nonprofit Communications Blog

Katelyn Baughan created an automated welcome series for The Children’s Inn at NIH that nurtured new donors over time instead of throwing them into regular email marketing. After a few long days of brainstorming we devised an email marketing strategy that included an initial revision to the e-newsletter, an automated welcome series for new donors, a survey to existing supporters, and more targeted/relevant emails moving forward. Katelyn Baughan.

Follow This Example To See How Automated Cultivation Can Work To Meet Donor Needs.


That’s Engagement Fundraising using progressive profiling and automated cultivation. Related Posts: >>Automated Cultivation vs Moves Management. >>Don’t The post Follow This Example To See How Automated Cultivation Can Work To Meet Donor Needs. If you were a fundraiser at my alma mater seeking a donation from me for a new building, a progressive campaign might look like this: Step 1 – Awareness.

#SM4NP: Automate Your Google Searches To Follow Important Issues

Non Profit Marketing 360

One of its underused developments, though, is the ability to automate and monitor specific terms or events or institutions on the internet for you. Next you can demarcate where Google searches (just as you can along the left column of a traditional Google search – but remember the point is to automate this process). Searching on Google is perhaps the single experience of the internet we all share.

New Automated Fundraising Tool. Free. Forever.

The Agitator

Today were adding a valuable, new tool to The Agitator Toolbox. The Donor Commitment Feedback Widget for Nonprofits has been designed, tested and proven by the folks at our sister company DonorVoice and is being given to Agitator readers for: $30/month $0 (Free). That’s right. And how long will this price last? Forever. Hard to beat. How much time will it take?

6 Reasons Your Nonprofit May Not Be Ready For Social Media

J Campbell Social Marketing

5) You want to fully automate or “set and forget” it. Automation tools have their place. Marketing Nonprofits Social Media Buffer HootSuite nonprofit social media statistics social media automation If you read this blog, you know that I feel strongly about the potential of social media and digital tools to transform the ways that nonprofits communicate with donors and supporters. Nonprofits are jumping on social channels in greater numbers.

11 Things Nonprofits Can Learn About Using Twitter from the @NYTimes

J Campbell Social Marketing

While some automation is allowed, make sure to actively staff the account! Sending automated, scheduled tweets without having anyone to respond will not increase your followers, authority or relevance on Twitter – savvy Twitterers can spot a fully automated account a mile away. This is where you can use an automated service. With over 10.6 million (yes, million) Twitter followers, The New York Times is one of the most respected and reputable Twitter accounts out there.

Detecting the various forms of account takeover


Automated identification solutions like the TRUSTID® Pre-Answer Caller Authentication instantly spot spoofed Caller IDs and ANIs to give banks real-time information they can act on for every call. Either way, banks using automated authentication tools like TRUSTID have the intelligence to make quicker, educated security decisions on every call before the phone is picked up. Not all account takeovers are the same. .

EveryAction @ Bridge and Netroots


Fundraising Automation: Raising More Money and Getting Home to Dinner On Time. Learn how to automate some of your key fundraising campaigns. Automation is where strategy and technology meet to help you get the right message, to the right person, at the right time. This session will show you how to set up several types of automated campaigns for your renewal, appeal, sustainer, and acquisition campaigns.

Catch EveryAction at NTC 2019


We have panels on everything from fundraising automation to donor acquisition and vendor client relationships. Learn more from our nonprofit experts at these panels: Raise More Money by Automating Right Message, Right Person, Right Time Join EveryAction Executive Director Melissa Wyers along with Mel King and Rosa Del Angel from Voto Latino in a conversation about digital automation. Want to meet EveryAction at this year's NTC?

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The State of Nonprofit Donor Retention (And What To Do About It)


Automate recapture and renewal efforts. By automating the process, you'll save staff time and create a more timely and seamless experience for your donors. As a general rule, retaining existing donors costs less than acquiring new ones. Current donors are a curated universe who have already demonstrated a belief in your organization’s mission, and willingness to take action toward it.

7 Tips to Make This Year Your Best #GivingTuesday Ever


Use automation to save time and stress. When possible, save yourself time and effort by creating automated processes to do the work for you. Check out our webinar on fundraising automation to see how! #GivingTuesday is right around the corner! Whether you’re still putting together your plan, or just double checking to make sure that everything is ready to go, here are seven tips to decrease your stress and increase your fundraising this year.

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Here's 28 Reasons Why Your Nonprofit Should Switch to EveryAction


Identify donors, segment based on their potential value, automate best practices for nurturing prospects, and analyze results for performance and improvements. #18. Save time with marketing automation. Marketing automation - through things like email series - should be a part of any nonprofit's marketing strategy.

The Road to the Big Easy: EveryAction at #18NTC


EveryAction’s Executive Director, Melissa Wyers, was joined by a panel of fundraising experts to chat all things fundraising automation. The packed room learned how to set up several types of automated campaigns for renewal, appeal, sustainer, and acquisition campaigns. We took it one step further and shared how EveryAction clients, the National Audubon Society and Equality Federation, used automation to increase their revenue while managing their workload.

Level Up Your Permission-Based Marketing and List Building

Kivi's Nonprofit Communications Blog

Implement highly targeted campaigns and build engagement and segmenting automation into your CRM. No matter where you are in the process of creating more effective communications and marketing for your nonprofit, you can always do more. But that means it is very easy to get overwhelmed!

How to Conduct a Social Media Audit for Your Nonprofit (with free template)

J Campbell Social Marketing

Are you automating the majority of your posts to save time? . Repurposing a story or a great photograph/graphic is ok, but simple cut & paste automation usually doesn’t work very well. Download the Nonprofit Social Media Audit template.

How to Attract and Keep More Monthly Donors


Don't depend on your supporters to remember to update their own information when they receive a new card - part of the reason that they are sustainers is that they like the ease and automation of a monthly process that they don't have to think about, and they often won't remember that replacing their credit card could stop that process.

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GUIDE: Growing and Sustaining your Volunteer Program


Automate your Cultivation. Luckily, you can automate almost everything. Automating your communication with volunteers actually makes them feel more connected to the organization, not less. If you work at a nonprofit, you know what it feels like to have too much on your plate. You are eager to be as effective as possible, but you can’t do it all by yourself. A thriving volunteer program can help maximize your organization’s impact.

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What You Can Do About “The Social Dilemma”

Public Sector Marketing 2.0

A good example of this is the Government of Canada’s Directive on Automated Decision Making.

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Are Nonprofits Using Common Email Engagement Tactics?

Kivi's Nonprofit Communications Blog

Finally, I asked participants about whether they do an automated “welcome” email or series for new subscribers. More good news here: Well over half of nonprofits are using automated welcome emails to get their new subscribers engaged right from the start. We just wrapped up our new webinar on managing a healthy email list and re-engaging the unengaged on your list.

Thanking vs. Appreciating


I’ve been thinking that, perhaps, too many organizations have turned thanking into an automated obligation. Mechanized thank you’s. They realize it’s something they’re supposed to do. So, they do it as cost-efficiently as possible. As a result, for many, their thank you’s have become one dimensional and aloof. That led me to wonder… should we really be thanking donors after all? What if they don’t want to be thanked?

3 Easy Ways To Make Your Nonprofit's Email Program Stand Out Today [With Free Templates]


Use a welcome email series Marketing automation is more than just a buzzword for nonprofits today, it is a necessary tool, saving valuable staff time that can then be spent on more valuable tasks. For most nonprofits, email is the backbone of their digital fundraising program. However, as all digital fundraisers know, effective email fundraising consists of far more than sending out an ask for donations.

9 hard truths your fundraising operation needs to face in the post-pandemic era.


Competition is fierce and everywhere. Nonprofits don’t only compete with other nonprofits. They also compete with private sector businesses and Uncle Sam (the tax collector) for every donor’s “share of wallet and attention.” Plus, donors want non-exclusive, polyamorous relationships with organizations. In other words, they will decide when they’ll cozy up to other charities. Of course, you can influence their decisions, but you can never control them. You are at a disadvantage.

The 6 Scariest Monsters Nonprofit Fundraisers Are Facing This Halloween


One of the easiest ways to retain donors is to automate communications to them, so that your database can do the work of identifying which donors should be reached out to and what messaging they need to hear. From a welcome email series that introduces new folks to your organization, to a reengagement series for people on the verge of lapsing, setting up automated systems ensures that no one falls through the cracks.

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A tool for inspiration: Mobile Giving

A Small Change

An automated text or email confirming receipt. There are now more than 1 billion smartphones on the planet. And, in a recent study, researchers learned that 9.5% of donations came from mobile devices. Clearly, this is a huge opportunity for fundraisers and a seamless and user friendly mobile giving interface can be an incredibly helpful tool to increase giving.

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Adding First and Last Names to Your Email Database

Kivi's Nonprofit Communications Blog

Is there a process for things that aren’t automated (like paper forms or secondary databases) to get that info into your email list? Here’s a great question that came in this week.

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Online Community-Building for Nonprofit Members

Ann Green

To further drive online engagement with current members, evaluate your existing management tools and determine if you have the ability to automate triggered communications. He has experience with lead generation, content marketing, marketing automation, and events. .

The Rule of 7 vs. 3-to-1 fundraising


That’s why we recommend automated email marketing along with your 3-to-1 Fundraising efforts. Automated email provides supporters with personalized, highly relevant communications that are NOT spammy. Jerold Panas’ classic fundraising book Mega Gifts published in 1984 includes a story about a zoo’s board member named Mary G. Roebling.

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How to Effectively Tailor-Make Social Media Content for Different Platforms (with cheat sheet)

J Campbell Social Marketing

Even though it’s a time-saver, automating or cutting and pasting your content across each social media platform doesn’t work anymore (if it ever did). There is a huge difference between repurposed content and automated content. . Social Media for Social Good Academy 2.0

3 Must-Have Elements of Social Media Content that Converts

J Campbell Social Marketing

The future cannot be automated. Social Media for Social Good Academy is opening soon! Don’t miss out or lose your spot – get on the Early Interest List by clicking here. It’s 2021, and the debate raging over whether or not nonprofits should use social media still persists. .

The Ultimate Guide to Choosing Nonprofit Technology


Technology maximizes your potential by automating repetitive work, synchronizing data, and allowing you to easily spot trends and paths for growth. Time-saving automated tools maximize your staff 's productivity, allowing you to continue advancing your cause with the resources you have available.

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6 Common Mistakes In Nonprofit Social Media Marketing-And What To Do Instead

J Campbell Social Marketing

Mistake #6: Automating their social media. . You may also think that social media can be completely automated. Automation tools have their uses and can save time and increase results when used strategically and thoughtfully. Social Media for Social Good Academy 2.0

Mixed Links for Nonprofit Communicators – July 2, 2020

Kivi's Nonprofit Communications Blog

Here are The Top 7 Instagram Automation Tools For Smart Marketers. Just to confuse us even more on what day it is, I am here on a Thursday with the most helpful articles, posts, tips, and more from around the world of nonprofit marketing and fundraising instead of Friday. This week we have some insight into the Facebook Ad boycott, Instagram and script writing for video tips, and what to do when you don’t feel motivated anymore. Have a safe weekend!

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How Nonprofits Can Benefit from Remote Work

Ann Green

Technology like Robotic Process Automation (RPA) can streamline many day-to-day tasks for your organization. These automated “bots” can be programmed from any location to perform any task for your organization, and can even make basic decisions on their own. Automating tasks can help save you money on payroll and overhead, as well as making your organization active 24/7/365. The nonprofit sector is experiencing an urgent need to conduct business from a remote location.

Your Official #19NTC Local's Guide to Portland


If you’re like us, you’re already planning both your conference agenda (stopping by the EveryAction booth, panels on fundraising automation , managing relationships with vendors , and maximizing multi-channel ROI , and hitting up the hottest conference party ), and your free time for exploring the city. We’re eagerly packing our bags, and can’t wait to see our nonprofit friends and family from around the country at this year’s Nonprofit Technology Conference in Portland, Oregon.

12 Key Digital Engagement Trends from the 2018 M+R Benchmarks Report


Automation tools such as EveryAction’s credit card updater , enable our database to get updated member credit card numbers directly from their bank, meaning that a monthly donation can continue to process without any action needed on the card holder's part. Many nonprofits are harnessing this channel for sending automated voice messages, text messages, pictures, video, surveys, and more.

How Nonprofits Can Get More Social Media Engagement in 2018

J Campbell Social Marketing

Stop automating your posts. Each platform is completely unique, and automating all of your content across platforms doesn’t work anymore (not that it worked well even just a few years ago). Nonprofits small and large dived into social media last year, and some found huge success – but many did not get the results that they expected. I hear these social media laments all the time from nonprofits: “Social media algorithms have killed our engagement this year.”. “It’s

The 3 types of planned giving prospects


You need to send these people cultivation marketing: that is relevant and personalized (I recommend automated drip email and direct mail marketing to save yourself time). Both the automated drip emails and the campaign-oriented outbound campaigns should emphasize the Fantastic Four. Disclosers – For these folks (breaking into two basic categories) you need to remember that, unless their gift is irrevocable, they are still prospects.

10 Digital Marketing Trends That Will Shape Nonprofit Comms In 2021

J Campbell Social Marketing

Beth Kanter wrote an illuminating op-ed for The Chronicle of Philanthropy on the age of automation and it implications for fundraisers. . Join me for a brand new training, How to Hire and Inspire a Social Media Intern for Your Nonprofit! What’s on tap for nonprofit marketing as we enter 2021?

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Have I mentioned how self-actualization ties in with why donors give?


Therefore, since self-actualization is actually their reward for giving — not an automated “thank you” — you need to make sure they got what they wanted. Self-actualization (realizing one’s full potential) rests at the top of Maslow’s hierarchy of needs. Donors aim for self-actualization and giving helps them make progress toward that goal. In other words, they give in order to realize the best version of themselves. You are their guide, their facilitator.

What The Heck Is Progressive Profiling And Why You Need To Do It?


Then automation can “drip” the right engagement offers over a long period of time to support the donor’s journey as they move themselves from awareness to interest to desire and, finally, to action. Progressive profiling and automated cultivation works because it allows people the opportunity to self-direct their own mini-actions over time and turn them into big actions (maybe big donations) later with your help. It’s about their timing, not yours.