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Understanding supporters
better through digital

Dan Martin, Strategy Director, Chameleon
Jaclyn Wilkins, Associate, Charles Russell
Understanding supporters




          DATA
                           3
Data is for geeks




                    4
It’s OK to be a data geek though 




                                     5
6




Flickr: kenfagerdotcom
7
Where do you get the data from?

•   Website analytics
•   Social insights               Those are
•   Supporter preferences         some online
•   Surveys                       sources, but…
•   Email interactions
•   Marketing campaigns

•   Postal
•   Face-to-face                  What about
•   Events                        offline?
•   Community

                                                  8
The data cycle



                 Collect



          Use              Analyse



                                     9
The legal stuff…

• Don’t forget your data protection obligations!
• Consider what information you want to collect and what you
  need to use it for
• Are you dealing with personally identifiable information?
• Remember the first and second data protection principles
• Get it right from the start!
• Data sharing with the charity’s trading company




                                                           10
The legal stuff…

• Website Analytics – don’t forget the
new cookies law!!

• Marketing campaigns by post or email – don’t forget
  your obligations under the Privacy Regulations and
  obtaining the appropriate consents




                                                    11
Data

• Active vs. passive data collection
• Analysing data
• Using data




                                       12
Flickr: cbcd04


Active data
collection




                               13
Surveys

• Quick, easy, powerful to deploy
• Need to ensure you build the survey to get insights
  you can analyse and act on

• Learn about your supporter segments
• Make sure you can filter responses by channel
• Keep them short and focus on what you want to find
  out
   – ‘We think XYZ and need validation’
   – ‘We know we don’t know ABC and need to gather info’




                                                           14
Flickr: ausnahmezustand

Who are your supporters?




                                           15
How many audience segments do you have?

•   1-10
•   10-20
•   20-30
•   30+




                                          16
What’s our experience?

• 10 clients
• Total Audience segments / 10


Average number of audience segments?

39.4




                                  17
Segmenting supporters – example – Fundraiser

                       Fundraisers

       Events fundraiser vs. community fundraiser

Challenge events fundraiser vs. sporting events fundraiser

    First time challenge events fundraiser vs. repeat
               challenge events fundraiser

  Successful first time challenger events fundraiser vs.
 under-performing first time challenge events fundraiser


                                                        18
Some real client examples

• Medical research charity learned there was a gap in their
  website content for a specific supporter segment – helped
  them focus on a content strategy to plug that gap

• Membership org shifting focus to fundraising were able to
  validate that changing the wording of their offering
  increased understanding of the supporter base of what
  they were funding

• Health charity found Facebook fans more likely to give
  and preferred sponsorship / pledges, compared to website
  users who were less likely to give and preferred regular
  giving, so they could then tailor asks and propositions


                                                          19
Flickr: SilentMode


Passive data
collection




                                20
Passive data collection – a sliding scale


Generic                 Specific                   Specific
non-personal            non-personal               personal




Most analytics data    Most Facebook data   Device data

e.g.                   e.g.                 e.g.

Top content            Marital status       Cookies
Time-on-site           Gender               IP Address
Pages per visit        Declared interests   Mobile number




                                                          21
The legal stuff…

• Again, don’t forget your obligations under the Data
  Protection Act and the Privacy Regulations about
  consent
• Look at what data you would like to collect and how
  you want to use it
• Then think about the consents you might need –
  what expectations are you setting for the individuals
  concerned?




                                                      22
Flickr: Machine Project


Analysing data




                                23
Analysing data to learn about supporters

• Focus is crucial
   – What segment do you want to know about?
   – What behaviour do you want to investigate?
   – What objective are you hoping to achieve?


• Good examples:
   – Supporter paths -> conversion
   – Segment engagement scoring




                                                  24
Spotting trends

• Data is great for trends!




• But data on its own isn’t enough – you really need
  insights to add on top to add context

                                                       25
Flickr: wscullin


Using data




                                26
Targeting known segments on Facebook




  UK targeting



 45+ years old




  Specific bird-
related interests
      only



                                        27
Using data to maximise giving




                                28
Behavioural targeting - remarketing




62% uplift in newsletter registrations / educational
material registrations

Average donation 67% higher for conversions via
remarketing

                                                       30
The legal stuff…wrapping up

• Think about:
   – What data you want to collect
   – How you want to use that data
   – What consents/procedures do you need to follow in order
     for you to legally achieve what you want to do with the
     data
• Remember to check:
   – Your privacy policies
   – Your consent wording when collecting personal data
   – Are you compliant with the new cookies law?
• Getting it right from the start will make things easier
• Remember the PR consequences!



                                                           31
• Data love




              32
Thank you

dan.martin@chameleon.eu
@danm605

jaclyn.wilkins@charlesrussell.co.uk
34
Using content to mobilise
supporters
Jeremy Davis, Commercial Director, Chameleon
Vanessa Barnett, Partner, Charles Russell
“Mobilising supporters”


                                        Emotional
                                        engagement
                          Content
                                        • Moved, touched,
              Design                      inspired, motivated


                       Context




                                        Conversion
                                        • Opportunity to take
           Forms, SMS, share, comment     action/complete


                                                          36
Context
                    Design
Content




                         37
photo: bluewolf.com


                      38
Search




         39
Photo: fanpop.com
Photo:
photo: AP / Obed Zilwa
You are a publisher




                      43
Hierarchy of messaging
45
46
47
Content is not just what’s on your website (it’s anywhere
where you interact with your target audience )
What makes effective content?

• Strategic – it knows who it’s for and what it wants to
  achieve
• It is context-appropriate
• It is unique, compelling & action-orientated
• It is shareable – think in terms of chunks of content
• Keeping content legal - copyright




                                                      51
Flickr: ollesvensson
Flickr: naixn
Flickr: grendelkhan
Flickr: p_a_h
Getting the rights in

• Creating new content            • Using existing third
  – Commercial production           party content
     • Assignment always             – Commercial licence
       preferable!                        • Content libraries
  – User generated content                • Creative Commons
     • Assignment unlikely, but
       very wide licence
                                  • Be careful licence rights
                                    wide enough
                                     –   Exclusive/non-exclusive
                                     –   Territory
                                     –   Media
                                     –   Devices
• Employees/consultants
                                     –   Language


                                                                56
Flickr: phpphoto 2010
The ‘right’ to ‘share’
Context

• What is the context?
   – What are they doing?
   – Screen sizes always change (iPhone5, Kindle Fire,
     Internet TV, etc)
• Responsive design vs platform-specificity
   –   E.g. Mobile
   –   20% of Facebook mobile users are mobile-only
   –   Non-responsive: http://www.oxfam.org.uk/
   –   Responsive: http://worldwildlife.org/




                                                         63
What to do?

• 1st step in most web projects now is content strategy
   – What do you have?
   – What do you need?


• The 3 Ps (and an M and a T):
   –   People
   –   Places
   –   Production (you or 3rd party? – cf Red Bull)
   –   Measure
   -   Test


- Keeping it legal – advertising rules

                                                      64
Don’t forget advertising rules
Informal guidance


• Disclosure of paid promotions or endorsements.

• Use ‘#ad’ hashtag or #spon if someone has been
  paid to promote your organisation.




                                                   69
Put the papaya down, Orlando




                                                                          70




http://www.guardian.co.uk/business/2012/sep/19/waitrose-twitter-hashtag
Design & emotional engagement

“Design is an opportunity to
continue telling the story, not just
to sum everything up.” – Tate Linden
Example: Charity Water




                                       71
Emotional Response Testing (ERT)




                                   72
Context
                    Design
Content




                         73
Context

Content
                    Design
The opposite of good!




                        75

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Fund Raisin Digital Pops breakfast event with Charles Russell - 24.10.12

  • 1. 1
  • 2. Understanding supporters better through digital Dan Martin, Strategy Director, Chameleon Jaclyn Wilkins, Associate, Charles Russell
  • 4. Data is for geeks 4
  • 5. It’s OK to be a data geek though  5
  • 7. 7
  • 8. Where do you get the data from? • Website analytics • Social insights Those are • Supporter preferences some online • Surveys sources, but… • Email interactions • Marketing campaigns • Postal • Face-to-face What about • Events offline? • Community 8
  • 9. The data cycle Collect Use Analyse 9
  • 10. The legal stuff… • Don’t forget your data protection obligations! • Consider what information you want to collect and what you need to use it for • Are you dealing with personally identifiable information? • Remember the first and second data protection principles • Get it right from the start! • Data sharing with the charity’s trading company 10
  • 11. The legal stuff… • Website Analytics – don’t forget the new cookies law!! • Marketing campaigns by post or email – don’t forget your obligations under the Privacy Regulations and obtaining the appropriate consents 11
  • 12. Data • Active vs. passive data collection • Analysing data • Using data 12
  • 14. Surveys • Quick, easy, powerful to deploy • Need to ensure you build the survey to get insights you can analyse and act on • Learn about your supporter segments • Make sure you can filter responses by channel • Keep them short and focus on what you want to find out – ‘We think XYZ and need validation’ – ‘We know we don’t know ABC and need to gather info’ 14
  • 15. Flickr: ausnahmezustand Who are your supporters? 15
  • 16. How many audience segments do you have? • 1-10 • 10-20 • 20-30 • 30+ 16
  • 17. What’s our experience? • 10 clients • Total Audience segments / 10 Average number of audience segments? 39.4 17
  • 18. Segmenting supporters – example – Fundraiser Fundraisers Events fundraiser vs. community fundraiser Challenge events fundraiser vs. sporting events fundraiser First time challenge events fundraiser vs. repeat challenge events fundraiser Successful first time challenger events fundraiser vs. under-performing first time challenge events fundraiser 18
  • 19. Some real client examples • Medical research charity learned there was a gap in their website content for a specific supporter segment – helped them focus on a content strategy to plug that gap • Membership org shifting focus to fundraising were able to validate that changing the wording of their offering increased understanding of the supporter base of what they were funding • Health charity found Facebook fans more likely to give and preferred sponsorship / pledges, compared to website users who were less likely to give and preferred regular giving, so they could then tailor asks and propositions 19
  • 21. Passive data collection – a sliding scale Generic Specific Specific non-personal non-personal personal Most analytics data Most Facebook data Device data e.g. e.g. e.g. Top content Marital status Cookies Time-on-site Gender IP Address Pages per visit Declared interests Mobile number 21
  • 22. The legal stuff… • Again, don’t forget your obligations under the Data Protection Act and the Privacy Regulations about consent • Look at what data you would like to collect and how you want to use it • Then think about the consents you might need – what expectations are you setting for the individuals concerned? 22
  • 24. Analysing data to learn about supporters • Focus is crucial – What segment do you want to know about? – What behaviour do you want to investigate? – What objective are you hoping to achieve? • Good examples: – Supporter paths -> conversion – Segment engagement scoring 24
  • 25. Spotting trends • Data is great for trends! • But data on its own isn’t enough – you really need insights to add on top to add context 25
  • 27. Targeting known segments on Facebook UK targeting 45+ years old Specific bird- related interests only 27
  • 28. Using data to maximise giving 28
  • 29. Behavioural targeting - remarketing 62% uplift in newsletter registrations / educational material registrations Average donation 67% higher for conversions via remarketing 30
  • 30. The legal stuff…wrapping up • Think about: – What data you want to collect – How you want to use that data – What consents/procedures do you need to follow in order for you to legally achieve what you want to do with the data • Remember to check: – Your privacy policies – Your consent wording when collecting personal data – Are you compliant with the new cookies law? • Getting it right from the start will make things easier • Remember the PR consequences! 31
  • 33. 34
  • 34. Using content to mobilise supporters Jeremy Davis, Commercial Director, Chameleon Vanessa Barnett, Partner, Charles Russell
  • 35. “Mobilising supporters” Emotional engagement Content • Moved, touched, Design inspired, motivated Context Conversion • Opportunity to take Forms, SMS, share, comment action/complete 36
  • 36. Context Design Content 37
  • 38. Search 39
  • 41. photo: AP / Obed Zilwa
  • 42. You are a publisher 43
  • 44. 45
  • 45. 46
  • 46. 47
  • 47. Content is not just what’s on your website (it’s anywhere where you interact with your target audience )
  • 48.
  • 49.
  • 50. What makes effective content? • Strategic – it knows who it’s for and what it wants to achieve • It is context-appropriate • It is unique, compelling & action-orientated • It is shareable – think in terms of chunks of content • Keeping content legal - copyright 51
  • 55. Getting the rights in • Creating new content • Using existing third – Commercial production party content • Assignment always – Commercial licence preferable! • Content libraries – User generated content • Creative Commons • Assignment unlikely, but very wide licence • Be careful licence rights wide enough – Exclusive/non-exclusive – Territory – Media – Devices • Employees/consultants – Language 56
  • 57.
  • 58.
  • 59.
  • 60. The ‘right’ to ‘share’
  • 61.
  • 62. Context • What is the context? – What are they doing? – Screen sizes always change (iPhone5, Kindle Fire, Internet TV, etc) • Responsive design vs platform-specificity – E.g. Mobile – 20% of Facebook mobile users are mobile-only – Non-responsive: http://www.oxfam.org.uk/ – Responsive: http://worldwildlife.org/ 63
  • 63. What to do? • 1st step in most web projects now is content strategy – What do you have? – What do you need? • The 3 Ps (and an M and a T): – People – Places – Production (you or 3rd party? – cf Red Bull) – Measure - Test - Keeping it legal – advertising rules 64
  • 65.
  • 66.
  • 67.
  • 68. Informal guidance • Disclosure of paid promotions or endorsements. • Use ‘#ad’ hashtag or #spon if someone has been paid to promote your organisation. 69
  • 69. Put the papaya down, Orlando 70 http://www.guardian.co.uk/business/2012/sep/19/waitrose-twitter-hashtag
  • 70. Design & emotional engagement “Design is an opportunity to continue telling the story, not just to sum everything up.” – Tate Linden Example: Charity Water 71
  • 72. Context Design Content 73
  • 73. Context Content Design
  • 74. The opposite of good! 75