how to become a teamraiser jedi master

10/7/2013 #bbcon 1

How to become a TeamRaiser Jedi Master

PRESENTED BY:

CHRIS CAIN, BLACKBAUD

DEEPA KARANI, BLACKBAUD

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YODA COULD NOT JOIN US TODAY…BUT…

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TODAY’S JEDI TRAINING WILL COVER

• Fundamentals of Peer to Peer Jedi Code

- Executive Summary of the Key Findings from Blackbaud’s 2013 Peer to Peer (P2P)

Event Benchmark Study

• Enhancements to the TeamRaiser Force

- Discussion of recent solution enhancements to TeamRaiser that makes it stronger

than ever before

• Jedi Master Testimonials

- Hear from 2 TeamRaiser experts

- Open mic (or lightsaber if you brought one)

• Jedi Toolkit

- Resources and future trainings to keep in

mind to ensure your P2P Jedi knowledge

stays current

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THE FUNDAMENTALS OF

THE PEER TO PEER

FUNDRAISING JEDI CODE

10/7/2013 Blackbaud Confidential 5

BENCHMARKING REPORT: FRAMEWORK

METHODOLOGY Team

Raiser &

Friends

Asking

Friends

P2P Fundraising Solutions

1,275 Organizations

28K Events

~$1 B In

revenue

Key

Factoids

Download the study at

www.blackbaud.com/p2pbenchmark.

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KEY FINDING #1:

MORE PARTICIPANTS ARE REGISTERING

2010 – 2011 Median Change

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KEY FINDING #2:

EVENTS ARE RAISING MORE MONEY ONLINE

2010 – 2011 Median Change

14.3%

12.3%

10.3%

14.9%

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KEY FINDING #3:

PARTICIPANTS ARE MULTI-CHANNEL COMMUNICATORS

While number of emails sent were down, online fundraising was up!

Participants are using truly multi-channel fundraisers.

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KEY FINDING #4:

AVERAGE GIFT AMOUNT IS GROWING

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KEY FINDING #5:

RETURNING PARTICIPANTS RAISE MORE VS. NEW

PARTICIPANTS

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KEY FINDING #6:

DO-IT-YOURSELF (DIY) FUNDRAISING IS HOT Peer-to-Peer Fundraising, DIY Fundraising, Independent Fundraising

Events, Marathon Fundraising, Crowdfunding, Virtual Events….

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ADDITIONAL PERFORMANCE INDICATORS

THAT DRIVE REVENUE IN TEAMRAISER

Behavior

Fundraising Average*

Non-Self Donor $69

Self Donor $508

Page Not Updated $31

Page Updated $205

0 Emails Sent $52

1-9 Emails Sent $231

10+ Emails Sent $541

*Sample data from one P2P campaign

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THE P2P FUNDRAISING JEDI CODE

Activate multichannel

communications & fundraising

strategies

Make your donor & participant

experience intuitive

Make it rewarding and intuitive for

returning indiv & team participants

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THE P2P FUNDRAISING JEDI CODE

Be thoughtful about growing and/or

starting a DIY fundraising strategy

Drive messaging around select

performance behaviors that drive $

for your event

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RECENT ENHANCEMENTS TO

THE TEAMRAISER FORCE

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• Integrating Jedi Code (best practices) for fundraising

• Improving the Admin experience

- event management and configuration updates

- reporting/database updates

RECENT FEATURES AND ENHANCEMENTS

EVERYONE SHOULD KNOW ABOUT!

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• Responsive Design – TeamRaiser pages that render correctly on all

devices

FUNDRAISING BEST PRACTICES

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FUNDRAISING BEST PRACTICES

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• Returning participation enhancements and empowering participants

- Login Page at Front of the Registration Flow

FUNDRAISING BEST PRACTICES

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• Returning participation enhancements and empowering participants

- Bring Back Team Prompt For Returning Participants

FUNDRAISING BEST PRACTICES

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• Returning participation enhancements and empowering participants

- Self-Service PC2 Team Options

FUNDRAISING BEST PRACTICES

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• Event management and configuration updates

IMPROVING THE ADMIN EXPERIENCE

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• Event management and configuration updates

- Blueprint Question Revisions

IMPROVING THE ADMIN EXPERIENCE

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• Event management and configuration updates

- TeamRaiser Sponsorship Logos

IMPROVING THE ADMIN EXPERIENCE

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• Event management and configuration updates

- Gift confirmation via upload

IMPROVING THE ADMIN EXPERIENCE

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• Event management and configuration updates

- Participant Information Updates via Response Uploads

IMPROVING THE ADMIN EXPERIENCE

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• Event management and configuration updates

- company gifts as unconfirmed/confirmed

IMPROVING THE ADMIN EXPERIENCE

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• Event management and configuration updates

- multi-locale organizations (coaching email filters, event options)

IMPROVING THE ADMIN EXPERIENCE

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• Reporting/database updates

- new columns in reports (Performance by Events & by Security Category)

IMPROVING THE ADMIN EXPERIENCE

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• Reporting/database updates

- Team Notes

IMPROVING THE ADMIN EXPERIENCE

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• Additional Functionality in Event Management Center & Event Manager Groups

IMPROVING THE ADMIN EXPERIENCE

10/7/2013 #bbcon 32

JEDI MASTER TESTIMONIAL

Noel Beebe

Associate Director, Constituent Events

Alzheimer’s Association

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TESTIMONIAL: ALZHEIMER’S ASSOCIATION

Multi-Channel fundraisers raise 4x more than other fundraisers

- Online – promote updating personal page, sending email

- Offline – promote asking in person, hosting events

- Social – promote Walk on Facebook with ads and FB page, promote

Social Sharing and Boundless Fundraising

Engagement with Team Captains and Returning Participants

- Conditional Content

- Extra Messaging

- Returning Teams

- Personal Outreach & Appreciation Events

Responsive (Mobile-friendly) design

- Over 30% of our users access the site via mobile or tablet

- Responsive registration in 2013

- Entire responsive site in 2014

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MULTI-CHANNEL FUNDRAISERS

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MULTI-CHANNEL FUNDRAISERS

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TESTIMONIAL: ALZHEIMER’S ASSOCIATION

Multi-Channel fundraisers raise 4x more than other fundraisers

- Online – promote updating personal page, sending email

- Offline – promote asking in person, hosting events

- Social – promote Walk on Facebook with ads and FB page, promote

Social Sharing and Boundless Fundraising

Engagement with Team Captains and Returning Participants

- Conditional Content

- Extra Messaging

- Returning Teams

- Personal Outreach & Appreciation Events

Responsive (Mobile-friendly) design

- Over 30% of our users access the site via mobile or tablet

- Responsive registration in 2013

- Entire responsive site in 2014

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ENGAGING TEAM CAPTAINS &

RETURNING USERS

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ENGAGING TEAM CAPTAINS &

RETURNING USERS

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ENGAGING TEAM CAPTAINS &

RETURNING USERS

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TESTIMONIAL: ALZHEIMER’S ASSOCIATION

Multi-Channel fundraisers raise 4x more than other fundraisers

- Online – promote updating personal page, sending email

- Offline – promote asking in person, hosting events

- Social – promote Walk on Facebook with ads and FB page, promote

Social Sharing and Boundless Fundraising

Engagement with Team Captains and Returning Participants

- Conditional Content

- Extra Messaging

- Returning Teams

- Personal Outreach & Appreciation Events

Responsive (Mobile-friendly) design

- Over 30% of our users access the site via mobile or tablet

- Responsive registration in 2013

- Entire responsive site in 2014

- Also use apps for registered participants

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RESPONSIVE DESIGN

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JEDI MASTER TESTIMONIAL

Duanyelle West

Director, Application Support

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NATIONAL MS SOCIETY

DO IT YOURSELF FUNDRAISING

2008 market data across all non-profits surveyed:

• $300 million was raised in the US through independent fundraising

events

2011 market data across all non-profits surveyed:

• Considerable DIY growth year over year:

Revenue + 235%

Participation + 218%

Donors + 195%

Opportunity

Provide customized online peer-to-peer fundraising experiences that

match personal interests and passion

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NATIONAL MS SOCIETY

DO IT YOURSELF FUNDRAISING

Solution

• Engaged with Blackbaud Strategic Services to develop a campaign

• Use TeamRaiser configuration that included the first ever use of

“blueprinting” for the organization

• The Society NMSS asked Blackbaud to lead the way so we could learn

from their industry partners’ best practices; enabling an immediate

impact

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NATIONAL MS SOCIETY

DO IT YOURSELF FUNDRAISING

Results

• Set a first year goal of $300K and raised more than $1.8 million

online in first year

• Increased constituent fundraising average from $500 to $6300 with

the inclusion of online tools in one Chapter

• Launched a national campaign on 45 TeamRaisers with one

consistent brand all on the same day.

• 2011: Society raised $3.5 million exclusive of events credited to

signature events (Bike MS and Walk MS)

• 2013: 1600 unique DIY activities – 60% increase over 2012

There are over 1400 supporters of organizers (for example Sue

joining John’s bowling tourney)

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NATIONAL MS SOCIETY

DO IT YOURSELF FUNDRAISING

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NATIONAL MS SOCIETY

DO IT YOURSELF FUNDRAISING

Endurance event focused Do It Yourself online fundraising

Use the TeamRaiser blueprint functionality

Provide the same online tools and user experience

Launch is scheduled for December 2013

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JEDI TOOLKIT

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P2P BOOT CAMP IS BACK!

CLASSES START NOVEMBER 5TH

Learn more boot camp and sign up today

at http://www.blackbaud.com/bootcamp!

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TEAMRAISER INFORMATION CENTER

http://community.convio.com/t5/TeamRaiser/ct-p/TeamRaiser_InfoCenter

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TEAMRAISER COMMUNITY

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LUMINATE ONLINE LEARN CENTER

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TEAMRAISER API DIRECTORY

http://open.convio.com/api/#teamraiser_api

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NPENGAGE.COM

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NPEXPERTS: FUNDRAISING IDEAS AND

MARKETING INSIGHTS FOR NONPROFITS

Connect with supporters, activate donors,

and raise money online.

Nonprofit experts share their extensive

knowledge and expertise in:

• Online marketing and fundraising

• Email communication

• Social media

• Mobile engagement

• and much more!

Download the npEXPERTS eBook and

register for free webinars at

www.blackbaud.com/npEXPERTS

10/7/2013 #bbcon 57

Thank you for attending

our session!

Please share your

feedback and keep the

dialogue going in the

TeamRaiser Community!

Please contact us at:

#BBCON Download the presentation now at

http://www.slideshare.net/deepakarani7/how-to-

become-a-teamraiser-jedi-master-bbcon-2013.

christopher.cain@blackbaud.com

deepa.karani@blackbaud.com