Constituent Management Alternative Build Better Relationships With Your Constituents Turn Your Spreadsheets into Usable Data – A Strategy to Effectively Organize, Manage, Track, Engage & Connect Presented by: Amy Gibbs Design Guru / Senior Web Developer @ AgoraNet
Who is AgoraNet? A full-service web & mobile development agency Proud partner & preferred website vendor for Kids' Chance of America We have worked with 21 state chapters and counting Create brand new or overhaul existing website Event registration options Online scholarship application options File management / document storage options Accept online donations/payments Website maintenance Email: sales@agora-net.com Phone: 302-224-2475 Website: www.agora-net.com
Who Are Your Constituents? Board Members Past, present, possible future Students PFF referrals, scholarship applicants, scholarship recipients, past recipients Event Participants Attendees, sponsors, volunteers Partners / Sponsors / Donors Various levels of monetary support Others?
Challenges You Face With Constituents Contact data spread out in various tools Lose contact data as board/committee members leave/rotate Need a way to track statuses of students and report to KCOA Struggle to keep track of donors, partners, sponsors Want to send professional looking emails May recognize that tailored messages get better results Limited time Limited budget Others?
Constituent Management What is a Constituent Relationship Management (CRM) Technology that helps organizations aggregate, organize, and analyze contact info to better manage relationships with constituents What does a CRM System Do? CRM systems serve as a hub for organizing and making sense of valuable audience data and insights, providing all the tools needed to collect and manage information about people who are important to your organization. Why is CRM an important tool for a Non-Profit? It provides a key way for nonprofits to track their relationships with donors and other constituents through recording past involvement and basic donor data, helping plan tailored outreach strategies, and giving organizations insights with robust reporting.
Top Nonprofit CRM Software Features Comprehensive constituent profiles Donation processing List segmentation Email automation Data reporting There are tons (145+) of different CRM providers out there, each with slightly different strengths ranging in complexity, cost, etc. But what if you want to harness the best features of a Nonprofit CRM Software without the hassle, complexity - sometimes steep learning-curve of an enterprise level software, and the costs that go along with it?
A Constituent Management Alternative MailChimp for Nonprofits – much more than an email marketing platform User-friendly & easy to learn Extensive knowledge base & help documentation Easy to get started and it’s free* Cloud-based, so it’s accessible from anywhere Team members can collaborate Easily organize & store contact data Create beautiful, branded emails that make you look like a pro Searchable history of all sent messages * 2,000 or fewer contacts and up to 12,000 emails per month
Technical Criteria - Why We Recommend MailChimp to Nonprofits It integrates with WordPress to easily collect website submissions . It gives you actionable data and reports . You can make emails and add content without knowing code . It doesn’t cost extra to use modern and responsive designs . You can schedule emails to go out at a later time and date . There is no extra fee for email automation , like a welcome or thank you series. You can A/B test content, images or subject lines . It’s easy to organize and keep your list clean . You can organize your list in different groups or segments . You can preview, test and get feedback from people before sending emails . There’s a nonprofit discount in addition to a free plan .
Using MailChimp to Effectively Manage, Track & Connect With Your Students Track the status of a student’s journey through your program Easily report to KCOA on the status of a PFF referral Save Time! Setup automated emails: A “welcome” email with “how to apply for scholarship” instructions Schedule email reminders about important deadlines Easily sort and send tailored messages to target groups: Reach out to all past applicants to encourage them to apply again Reach out to all current recipients to invite them to an event Keep in touch with all past recipients Reuse email templates from year to year
Using MailChimp to Effectively Manage, Track & Connect With Your Donors Track a donor’s history with your organization Save Time! Setup automated emails: A “thank you” email Schedule email reminders about upcoming sponsor opportunities/events Easily sort and send tailored messages to target groups: Previous vs prospective sponsors Event vs annual sponsors Reuse email templates from year to year Track the response to emails (open rates, etc.)
Using MailChimp to Effectively Manage, Track & Connect With Your Event Participants Track the status of a contact’s history with your organization Send a customized “after-event / thank you” email to all attendees Set up a “welcome” email series to educate and familiarize new contacts with your organization, goals, etc. Easily send a “join us at our next event” email to all past event attendees Reuse email templates from year to year Track the response to emails (open rates, etc.) Setup email reminders to automatically go out
Using MailChimp to Effectively Manage, Track & Connect With Your Board Members Track the status of a board member and history with your organization Easily send emails to all past board members keeping them up-to-date on organization’s progress Reuse email templates from year to year Track the response to emails (open rates, etc.) Setup email reminders to automatically go out
How To Get Started With MailChimp Sign up for MailChimp - https://mailchimp.com Compile & organize contacts Determine organizational categories (aka “tags”) Import / add contacts Create email template(s) Optimize your account Determine your communication strategy for each type of constituent Make use of automation & email scheduling Review reports
Need help with this? AgoraNet offers the following consulting services: Optimize your MailChimp setup Setup organization based email account(s) Authenticate domain to avoid being flagged as spam Data organization Formatting of import file & importing contacts Design professional/branded email templates & campaigns Integrate WordPress web forms with MailChimp to automatically add contacts Convert Simple PayPal Donation Buttons Create sponsor form(s) Create event registration form(s) Create scholarship form(s) Communication strategy & email content development Setup email automation & scheduling Personalized MailChimp training
Questions? Presentation, resources and our service offerings can be downloaded: www.agora-net.com/kcoa/ Email: sales@agora-net.com Phone: 302-224-2475 Website: www.agora-net.com
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