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Page 1: It's A Great, Great Sustainers World · 9/16/2020  · 5. decision friction 6. device friction 7. steps friction when there are too many decisions to be made either at any one point

It's A Great, Great

Sustainers World

Webinar

Wednesday, September 168:30 AM – 9:30 AM EDT

Page 2: It's A Great, Great Sustainers World · 9/16/2020  · 5. decision friction 6. device friction 7. steps friction when there are too many decisions to be made either at any one point

It's A Great, Great Sustainers World

• What is this based on?

• Online & recurring?

• Understanding the online giving experience

• Optimizing the online recurring giving experience:

• Where do I give?

• Why should I give?

• How do I give?

• Tips & tricks

• More resources

• Questions & Discussion

Today

Page 3: It's A Great, Great Sustainers World · 9/16/2020  · 5. decision friction 6. device friction 7. steps friction when there are too many decisions to be made either at any one point

WHAT IS THIS BASED ON?

Page 4: It's A Great, Great Sustainers World · 9/16/2020  · 5. decision friction 6. device friction 7. steps friction when there are too many decisions to be made either at any one point

FORENSIC RESEARCHNEXTAFTER.COM/RESOURCES

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4500+ COMMUNICATION TOUCHPOINTS.

115 NONPROFIT ORGANIZATIONS.

3 DIFFERENT DONOR TYPES.

2 CARDS LOST/CANCELED.

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203 NONPROFITS ACROSS 12 VERTICALS.

27 DATA POINTS FROM THE GIVING

PROCESS.

5 DATA POINTS FROM THE THANK YOU PAGE.

Page 7: It's A Great, Great Sustainers World · 9/16/2020  · 5. decision friction 6. device friction 7. steps friction when there are too many decisions to be made either at any one point

FORENSIC RESEARCHNEXTAFTER.COM/RESOURCES

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FORENSIC RESEARCHNEXTAFTER.COM/RESOURCES

WHAT IS IT LIKE TO BE A DONOR?

WHAT ARE ORGANIZATIONS DOING?

Page 9: It's A Great, Great Sustainers World · 9/16/2020  · 5. decision friction 6. device friction 7. steps friction when there are too many decisions to be made either at any one point

APPLIED RESEARCHNEXTAFTER.COM/RESEARCH/EXPLORE

Page 10: It's A Great, Great Sustainers World · 9/16/2020  · 5. decision friction 6. device friction 7. steps friction when there are too many decisions to be made either at any one point

APPLIED RESEARCHNEXTAFTER.COM/RESEARCH/EXPLORE

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How Visually Emphasizing A Gift Amount On A Primary Donation Page Impacts RevenueExperiment ID: #16415

CONTROL TREATMENT

14.9%In Average Gift

23.8%In Revenue

7.8%In Conversion Rate

Page 12: It's A Great, Great Sustainers World · 9/16/2020  · 5. decision friction 6. device friction 7. steps friction when there are too many decisions to be made either at any one point

How Visually Emphasizing A Gift Amount On A Primary Donation Page Impacts RevenueExperiment ID: #16415

CONTROL TREATMENT

14.9%In Average Gift

23.8%In Revenue

7.8%In Conversion Rate

AND A 44% INCREASE FOR PEOPLE ON

MOBILE DEVICES.

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APPLIED RESEARCHNEXTAFTER.COM/RESEARCH/EXPLORE

WHAT DO PEOPLE DO.

NOT JUST WHAT PEOPLE SAY.

Page 14: It's A Great, Great Sustainers World · 9/16/2020  · 5. decision friction 6. device friction 7. steps friction when there are too many decisions to be made either at any one point

RESOURCES

ON A MISSION TO DECODE WHAT WORKS IN FUNDRAISING

AND MAKE IT ACCESSIBLE TO AS MANY ORGANIZATIONS AS

POSSIBLE.

RESEARCH

TRAINING

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ONLINE & RECURRING?

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THE SUBSCRIPTION E-COMMERCE MARKET HAS GROWN MORE THAN 100% A YEAR FOR THE PAST 5 YEARS.

McKinsey & Company

Page 17: It's A Great, Great Sustainers World · 9/16/2020  · 5. decision friction 6. device friction 7. steps friction when there are too many decisions to be made either at any one point

donorCentrics Sustainer Summit

1. Sustainers declined 11% but sustainer revenue was up 9%

2. The percent of sustainers and new sustainers continues to grow

3. 33% of all new sustainers were acquired through digital

4. Digital first-time sustainers have grown 86% over the last 5 years

5. First time sustainers overall were retained at 64% with those who used a Credit Card at 63% and those who used Direct Debit at 78%

Deb Ahsmore

Principal Analytics Consultant

donorCentrics (Blackbaud)

in/deb-ashmore/

Page 18: It's A Great, Great Sustainers World · 9/16/2020  · 5. decision friction 6. device friction 7. steps friction when there are too many decisions to be made either at any one point

donorCentrics Sustainer Summit

1. Sustainers declined 11% but sustainer revenue was up 9%

2. The percent of sustainers and new sustainers continues to grow

3. 33% of all new sustainers were acquired through digital

4. Digital first-time sustainers have grown 86% over the last 5 years

5. First time sustainers overall were retained at 64% with those who used a Credit Card at 63% and those who used Direct Debit at 78%

Deb Ahsmore

Principal Analytics Consultant

donorCentrics (Blackbaud)

in/deb-ashmore/

Page 19: It's A Great, Great Sustainers World · 9/16/2020  · 5. decision friction 6. device friction 7. steps friction when there are too many decisions to be made either at any one point

THOUGHTS, FEELINGS, STRATEGIES, AND DATA FROM OVER 2,700 SMALL NONPROFITS.SMALLNONPROFITBENCHMARK.COM

Page 20: It's A Great, Great Sustainers World · 9/16/2020  · 5. decision friction 6. device friction 7. steps friction when there are too many decisions to be made either at any one point

104Donors

54%Online*

13%Recurring

49%Retention

Overall 2019

Source: The Small Nonprofit Benchmark (Network for Good, 2020), calculated by taking the median of the mean per organization.

+21%+48%-15% +2%

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49%Overall

58%Repeat

42%One-Time

92%Recurring

Retention 2019

Source: The Small Nonprofit Benchmark (Network for Good, 2020), calculated by taking the median of the mean per organization.

Page 22: It's A Great, Great Sustainers World · 9/16/2020  · 5. decision friction 6. device friction 7. steps friction when there are too many decisions to be made either at any one point

0.32%Email Conversion Rate

45.92%Bounce Rate

3:41Avg. Session Duration

1.72%Donor Conversion Rate

$35New

$43Retained

$40Recaptured

$42Overall Avg.

Gift

Recurring Giving By Donor Type

Source: The Small Nonprofit Benchmark (Network for Good, 2020), calculated by taking the median of the mean per organization.

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AND YET…

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ONLY 51% OF SMALL NONPROFITS HAVE A RECURRING GIVING PROGRAM COMPARED TO 78% OF BIG NONPROFITS.

Source: The 2020 Small Nonprofit Fundraising Benchmark

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ONLINE & RECURRING?

Page 26: It's A Great, Great Sustainers World · 9/16/2020  · 5. decision friction 6. device friction 7. steps friction when there are too many decisions to be made either at any one point

UNDERSTANDING THE ONLINE GIVING EXPERIENCE.

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Status Quo

Interest

Involvement

Investment

Sparkline of a Donation

Page 28: It's A Great, Great Sustainers World · 9/16/2020  · 5. decision friction 6. device friction 7. steps friction when there are too many decisions to be made either at any one point

Status Quo

Interest

Involvement

Investment

Interrupter

Sparkline of a Donation

Page 29: It's A Great, Great Sustainers World · 9/16/2020  · 5. decision friction 6. device friction 7. steps friction when there are too many decisions to be made either at any one point

Status Quo

Interest

Involvement

Investment

Interrupter

Sparkline of a Donation

Page 30: It's A Great, Great Sustainers World · 9/16/2020  · 5. decision friction 6. device friction 7. steps friction when there are too many decisions to be made either at any one point

Status Quo

Interest

Involvement

Investment

Interrupter

Engagement

Point

Sparkline of a Donation

Page 31: It's A Great, Great Sustainers World · 9/16/2020  · 5. decision friction 6. device friction 7. steps friction when there are too many decisions to be made either at any one point

Status Quo

Interest

Involvement

Investment

Interrupter

Engagement

Point

Sparkline of a Donation

Page 32: It's A Great, Great Sustainers World · 9/16/2020  · 5. decision friction 6. device friction 7. steps friction when there are too many decisions to be made either at any one point

Status Quo

Interest

Involvement

Investment

Interrupter

Moment of

Decision

Engagement

Point

Sparkline of a Donation

Page 33: It's A Great, Great Sustainers World · 9/16/2020  · 5. decision friction 6. device friction 7. steps friction when there are too many decisions to be made either at any one point

Status Quo

Interest

Involvement

Investment

Interrupter

Moment of

Decision

No

Engagement

Point

Sparkline of a Donation

Page 34: It's A Great, Great Sustainers World · 9/16/2020  · 5. decision friction 6. device friction 7. steps friction when there are too many decisions to be made either at any one point

Status Quo

Interest

Involvement

Investment

Interrupter

Moment of

Decision

No

Yes

Engagement

Point

Sparkline of a Donation

Page 35: It's A Great, Great Sustainers World · 9/16/2020  · 5. decision friction 6. device friction 7. steps friction when there are too many decisions to be made either at any one point

Status Quo

Interest

Involvement

Investment

Interrupter

Moment of

Decision

No

YesEmotional Climax

Engagement

Point

Sparkline of a Donation

Page 36: It's A Great, Great Sustainers World · 9/16/2020  · 5. decision friction 6. device friction 7. steps friction when there are too many decisions to be made either at any one point

Status Quo

Interest

Involvement

Investment

Interrupter

Moment of

Decision

No

Yes

Conversion HorizonEmotional Climax

Engagement

Point

Sparkline of a Donation

Page 37: It's A Great, Great Sustainers World · 9/16/2020  · 5. decision friction 6. device friction 7. steps friction when there are too many decisions to be made either at any one point

Status Quo

Interest

Involvement

Investment

Interrupter

Moment of

Decision

No

Yes

Conversion HorizonEmotional Climax

Engagement

Point

Sparkline of a Donation

Page 38: It's A Great, Great Sustainers World · 9/16/2020  · 5. decision friction 6. device friction 7. steps friction when there are too many decisions to be made either at any one point

Status Quo

Interest

Involvement

Investment

Interrupter

Moment of

Decision

No

Yes

Conversion HorizonEmotional Climax

Abandonment

Engagement

Point

Sparkline of a Donation

Page 39: It's A Great, Great Sustainers World · 9/16/2020  · 5. decision friction 6. device friction 7. steps friction when there are too many decisions to be made either at any one point

Status Quo

Interest

Involvement

Investment

Interrupter

Moment of

Decision

No

Yes

Conversion HorizonEmotional Climax

Abandonment

Engagement

Point

Sparkline of a Donation

Page 40: It's A Great, Great Sustainers World · 9/16/2020  · 5. decision friction 6. device friction 7. steps friction when there are too many decisions to be made either at any one point

IT’S NOT A DONOR FUNNEL.IT IS A DONOR MOUNTAIN.

Page 41: It's A Great, Great Sustainers World · 9/16/2020  · 5. decision friction 6. device friction 7. steps friction when there are too many decisions to be made either at any one point

Email Signup

Email Envelope and Body

Donation Page and Process

Optimizing Each Micro-Decision

Dec

(mi) Decision

(mi) Decision

(mi) Decision

(mi) Decision

Value

Cost

Page 42: It's A Great, Great Sustainers World · 9/16/2020  · 5. decision friction 6. device friction 7. steps friction when there are too many decisions to be made either at any one point

CONVERSION MOTIVATION VALUE

PROPOSITION

(CLARITY)

INCENTIVE FRICTION ANXIETY

Value Cost

Page 43: It's A Great, Great Sustainers World · 9/16/2020  · 5. decision friction 6. device friction 7. steps friction when there are too many decisions to be made either at any one point

CONVERSION MOTIVATION VALUE

PROPOSITION

(CLARITY)

INCENTIVE FRICTION ANXIETY

Value CostIT’S ABOUT ADDING AND REDUCING

Page 44: It's A Great, Great Sustainers World · 9/16/2020  · 5. decision friction 6. device friction 7. steps friction when there are too many decisions to be made either at any one point

NOT ALL DONATION PAGES ARE OR SHOULD BE THE SAME…

Page 45: It's A Great, Great Sustainers World · 9/16/2020  · 5. decision friction 6. device friction 7. steps friction when there are too many decisions to be made either at any one point

Status Quo

Interest

Involvement

Investment

Interrupter

Moment of

Decision

No

Yes

Conversion HorizonEmotional Climax

Abandonment

Engagement

Point

Sparkline of a Donation

Page 46: It's A Great, Great Sustainers World · 9/16/2020  · 5. decision friction 6. device friction 7. steps friction when there are too many decisions to be made either at any one point

Two Main Types of Donation Pages

GENERAL DONATION PAGE CAMPAIGN DONATION PAGE

Page 47: It's A Great, Great Sustainers World · 9/16/2020  · 5. decision friction 6. device friction 7. steps friction when there are too many decisions to be made either at any one point

OPTIMIZING THE ONLINE RECURRING GIVING EXPERIENCE.

Page 48: It's A Great, Great Sustainers World · 9/16/2020  · 5. decision friction 6. device friction 7. steps friction when there are too many decisions to be made either at any one point

OPTIMIZING THE ONLINE RECURRING GIVING EXPERIENCE.WHERE DO I GIVE?

Page 49: It's A Great, Great Sustainers World · 9/16/2020  · 5. decision friction 6. device friction 7. steps friction when there are too many decisions to be made either at any one point

How Visually Emphasizing The Donate Button Affects TrafficExperiment ID: #1698

*94% level of confidence

TREATMENT #2190%In Donations

TREATMENT #1

CONTROL

160%In Donations*

Page 50: It's A Great, Great Sustainers World · 9/16/2020  · 5. decision friction 6. device friction 7. steps friction when there are too many decisions to be made either at any one point

3 WAYS TO GROW ONLINE REVENUE.

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How Addressing A New Segment Of Donors On The Homepage Impacted Donor ConversionExperiment ID: #6446

CONTROL TREATMENT

46%In Donations

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3 OUT OF 4 ORGANIZATIONS DO NOT HAVE A SEPARATE CALL-TO ACTION-FOR RECURRING DONATIONS.

The Nonprofit Recurring Benchmark Report

No

75%

Yes

25%

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HAVE A CLEAR AND OBVIOUS DONATE BUTTON ON YOUR SITE AND IN YOUR NAVIGATION.

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TRY CALLING OUT THE NEED FOR/OPPORTUNITY OF RECURRING GIVING IN YOUR NAVIGATION AND/OR ON YOUR HOMEPAGE.

Page 57: It's A Great, Great Sustainers World · 9/16/2020  · 5. decision friction 6. device friction 7. steps friction when there are too many decisions to be made either at any one point

OPTIMIZING THE ONLINE RECURRING GIVING EXPERIENCE.WHY SHOULD I GIVE?

Page 58: It's A Great, Great Sustainers World · 9/16/2020  · 5. decision friction 6. device friction 7. steps friction when there are too many decisions to be made either at any one point

CONVERSION MOTIVATION VALUE

PROPOSITION

(CLARITY)

INCENTIVE FRICTION ANXIETY

Value Cost

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THE VALUE PROPOSITION QUESTIONWhy should I give to you, rather than some other organization, or not at all?

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The 4 Main Ways to Answer the Value Proposition Question

•Do they want it? APPEAL.

•Can they get it anywhere else? EXCLUSIVITY.

•Do they understand it? CLARITY.

•Do they believe you? CREDIBILITY.

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30% OF NONPROFITS HAD LESS THAN 1 SENTENCE ON THEIR DONATION PAGE.

Source: The State of Nonprofit Donation Pages (2019, RaiseDonors)

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How The Addition Of Value Proposition Impacts Donor ConversionExperiment ID: #6623

CONTROL TREATMENT

150%In Donations

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TRY HAVING MORE COPY ON YOUR PAGE TO HELP ANSWER WHY SOMEONE SHOULD GIVE TO YOU.

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62% OF NONPROFITS HAD LESS THAN 4 SENTENCES ON THEIR DONATION PAGE.

Source: The State of Nonprofit Donation Pages (2019, RaiseDonors)

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Small/Liberal Arts

Page 67: It's A Great, Great Sustainers World · 9/16/2020  · 5. decision friction 6. device friction 7. steps friction when there are too many decisions to be made either at any one point

A Small/Liberal Arts Example

ANSWERING THE VALUE

PROPOSITTION QUESTION

APPEALING?

EXCLUSIVE?

CLEAR?

CREDIBLE?

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The 4 Main Ways to Answer the Value Proposition Question

•Do they want it? APPEAL.

•Can they get it anywhere else? EXCLUSIVITY.

•Do they understand it? CLARITY.

•Do they believe you? CREDIBILITY.

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TRY HAVING MORE COPY ON YOUR PAGE TO HELP BE MORE CLEAR AS TO WHY SOMEONE SHOULD GIVE TO YOU (PROBLEM) AND WHAT THEIR DONATION WILL DO (SOLUTION).

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THE VALUE PROPOSITION QUESTIONWhy should I give a recurring gift to you, instead of a one-time gift and rather than some other organization, or not at all?

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How Communicating The Impact Of A Recurring Gift Can Increase Conversion With New VisitorsEXPERIMENT ID: #18659

TREATMENT CONTROL

48.4%In New Recurring Donors

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How Are They Communicating The Recurring Option?

0

20

40

60

80

100

120

140

160

Simple Value Prop First Person Other None

74% OF NONPROFITS USED A SIMPLE

APPROACH TO COMMUNICATE RECURRING

IN THE ONE-TIME FLOW.

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0

20

40

60

80

100

120

140

160

Simple Value Prop First Person Other None

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ONLY 7% OF NONPROFITS HAD A VALUE PROPOSITION FOR WHY YOU SHOULD BECOME A RECURRING DONOR.

• TheSource: The State of Nonprofit Donation Pages

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Recurring Value Proposition Examples

A NUDGE FULL VALUE PROP

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TRY HAVING MORE COPY ON YOUR PAGE TO HELP BE MORE CLEAR AS TO WHY SOMEONE SHOULD MAKE A RECURRING GIFT TO YOU (PROBLEM) AND WHAT THEIR RECURRING DONATION WILL DO (SOLUTION).

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OPTIMIZING THE ONLINE RECURRING GIVING EXPERIENCE.HOW DO I GIVE?

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CONVERSION MOTIVATION VALUE

PROPOSITION

(CLARITY)

INCENTIVE FRICTION ANXIETY

Value Cost

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Types of Donation Page Friction

1. Field Number Friction

2. Field Layout Friction

3. Form Error Friction

4. Confusion Friction

5. Decision Friction

6. Device Friction

7. Steps Friction

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Types of Donation Page Friction

1. Field Number Friction

2. Field Layout Friction

3. Form Error Friction

4. Confusion Friction

5. Decision Friction

6. Device Friction

7. Steps Friction

THE MORE FORM FIELDS YOU PRESENT

AND THE MORE INFORMATION YOU ARE

COLLECTING THE GREATER THE CHANCE

THAT SOMEONE WILL ABANDON THE

PROCESS.

Page 81: It's A Great, Great Sustainers World · 9/16/2020  · 5. decision friction 6. device friction 7. steps friction when there are too many decisions to be made either at any one point

Experiment

FROM THIS TO THIS

50.6%In Revenue

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40% OF ORGANIZATIONS REQUIRED NON-ESSENTIAL INFORMATION TO COMPLETE A DONATION.

State of Nonprofit Donation Pages (2019, RaiseDonors)

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We were asked for highly personal information.

WE WERE ASKED FOR HIGHLY PERSONAL

INFORMATION.

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WE HAD TO ANSWER QUESTIONS THAT WERE CONFUSING AND MANY TIMES WERE REQUIRED.

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REMOVE UNCESSARY REQUIRED FORM FIELDS.

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Types of Donation Page Friction

1. Field Number Friction

2. Field Layout Friction

3. Form Error Friction

4. Confusion Friction

5. Decision Friction

6. Device Friction

7. Steps Friction

WHEN THERE ARE UNEXPECTED ITEMS TO

NAVIGATE, COMPETING CALLS TO ACTION,

OR DISTRACTING LINKS AND MESSAGES

NOT RELATED TO THE ACT OF GIVING.

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How a radical redesign on a product page can impact donor conversion and overall revenueExperiment ID: #7157

CONTROL TREATMENT

In Donor Conversion

32%

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WE HAD TO MAKE COMMITMENTS WE

DIDN’T FULLY UNDERSTAND.

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AND DEAL WITH CONFUSING AND

DISTRACTING NAVIGATION AND

LINKS.

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Types of Donation Page Friction

1. Field Number Friction

2. Field Layout Friction

3. Form Error Friction

4. Confusion Friction

5. Decision Friction

6. Device Friction

7. Steps Friction

WHEN THERE ARE TOO MANY DECISIONS

TO BE MADE EITHER AT ANY ONE POINT OR

THOUGHOUT THE PROCESS ESPECIALLY

WITHOUT CONTEXT AND CLARITY

(CLOSELY RELATED TO CONFUSION

FRICTION).

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How a simplified decision process and contextual landing page design affects conversionEXPERIMENT ID: #9172

CONTROL TREATMENT

14.4%In Donations

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Original One Child

48%In Conversions

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How Do You Decide?

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How Do You Decide?

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LIMIT THE NUMBER OF DECISIONS A DONOR HAS TO MAKE AND THE NUMBER OF AVAILABLE OPTIONS WITHIN THAT CHOICE.

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WHAT ABOUT PAYMENT TYPES?

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donorCentrics Sustainer Summit

1. Sustainers declined 11% but sustainer revenue was up 9%

2. The percent of sustainers and new sustainers continues to grow

3. 33% of all new sustainers were acquired through digital

4. Digital first-time sustainers have grown 86% over the last 5 years

5. First time sustainers overall were retained at 64% with those who used a Credit Card at 63% and those who used Direct Debit at 78%

Deb Ahsmore

Principal Analytics Consultant

donorCentrics (Blackbaud)

in/deb-ashmore/

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How Additional Payment Options Impacted Long-term RevenueExperiment ID: #5981

CONTROL TREATMENT

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TREATMENT

How Additional Payment Options Impacted Long-term RevenueExperiment ID: #5981

CONTROL

55.2%In Lifetime Value

NO SIGNIFICANT DIFFERENCE IN CONVERSION

RATE BETWEEN THE TWO FORMS.

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BECAUSE CREDIT CARDS GET LOST, STOLEN, OR CANCELLED.

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2 IN 3 ORGANIZATIONS AUTOMATICALLY UPDATED LOST CARDS WITHOUT INTERVENTION.

Source: The Nonprofit Recurring Giving Benchmark (Salesforce, 2018)

Auto-Recovered

68%

Reached Out

for Update

8%

No Contact

24%

Get-back Status (Lost)

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ALMOST A QUARTER OF ORGANIZATIONS DID NOT CONTACT US AT ALL ABOUT A LOST CARD.

Source: The Nonprofit Recurring Giving Benchmark (Salesforce, 2018)

Auto-Recovered

68%

Reached Out for

Update

8%

No

Contact

24%

Get-back Status (Lost Card)

75% OF ORGANIZATIONS WHO DIDN’T

AUTOMATICALLY UPDATE THE CARD DID NOTHING

AT ALL TO RECOVER IT.

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JUST UNDER HALF OF NONPROFITS DID NOT REACH OUT TO GET A NEW CARD IN THE ANALYSIS WINDOW.

Source: The Nonprofit Recurring Giving Benchmark (Salesforce, 2018)

Reached Out for

Update

56 (53%)

No Contact…

Get-back Status (Cancelled Card)

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Not All Payment Types Are Equal

Source: The Nonprofit Recurring Giving Benchmark (Salesforce, 2018)

104

35

23

2 10

20

40

60

80

100

120

Credit Card EFT / Bank Draft / ACH

/ Check

Paypal Bitcoin Amazon Pay

Payment Types Accepted

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Not All Payment Types Are Equal

Source: The Nonprofit Recurring Giving Benchmark (Salesforce, 2018)

104

35

23

2 10

20

40

60

80

100

120

Credit Card EFT / Bank Draft / ACH

/ Check

Paypal Bitcoin Amazon Pay

Payment Types Accepted

Every organization accepted credit cards

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Not All Payment Types Are Equal

Source: The Nonprofit Recurring Giving Benchmark (Salesforce, 2018)

104

35

23

2 10

20

40

60

80

100

120

Credit Card EFT / Bank Draft / ACH

/ Check

Paypal Bitcoin Amazon Pay

Payment Types Accepted

Surprisingly, roughly 1 out of 3 accepted

EFT / ACH donations

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TRY ACCEPTING EFT/DIRECT DEPOSIT FOR ONLINE RECURRING GIFTS.

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Optimizing the Online Recurring Giving Experience Recap❑ Make it easy for visitors to find out where to give

❑ Try using your homepage and/or navigation to make it easier for visitors to find out where to make a recurring

gift

❑ Use copy on your donation page to clearly share why a donation is needed and what it will do

❑Use copy on your donation page to clearly share why a recurring donation is needed and what it will do

❑Remove unnecessary form fields (field number friction)

❑Remove confusing or distracting links from the donation page and giving process (confusing

friction)

❑Reduce the number of decisions a donor has to make with fewer options, nudges, and pre-

selections (decision friction)

❑ Try accepting EFT/Direct Deposit for online recurring gifts

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TIPS & TRICKS

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TIPS & TRICKSDEFAULT TO MONTHLY

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11% OF ORGANIZATIONS DEFAULTED TO A MONTHLY GIFT.

Source: The State of Nonprofit Donation Pages

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Defaulting to Monthly Tabbed Treatment

CONTROL

TABBED - SINGLE TABBED - MONTHLY

62.5%In Conversion Rate

91%In Conversion Rate

366%In Recurring Donors

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Defaulting to Monthly Tabbed Treatment

CONTROL

TABBED - SINGLE TABBED - MONTHLY

62.5%In Conversion Rate

91%In Conversion Rate

366%In Recurring Donors

NO DISCERNIBLE EFFECT ON ONE-TIME DONOR

CONVERSION.

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WHY DOES THIS WORK?

Page 115: It's A Great, Great Sustainers World · 9/16/2020  · 5. decision friction 6. device friction 7. steps friction when there are too many decisions to be made either at any one point

STATUS QUO BIASthe idea that we will stick to a pre-specified course of action laid out for us like a default selection or that we’ll keep doing what we’re doing

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Sierra Club TestingDefaulting to Recurring Gift

CONTROL – ONE-TIME TREATMENT - MONTHLY

$200K to $1M

In Recurring Revenue

Over 2 Years

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Sierra Club TestingDefaulting to Recurring Gift

CONTROL – ONE-TIME TREATMENT - MONTHLY

$200K to $1M

In Recurring Revenue

Over 2 Years

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Sierra Club TestingDefaulting to Recurring Gift

CONTROL – ONE-TIME TREATMENT - MONTHLY

$200K to $1M

In Recurring Revenue

Over 2 Years

INCREASE:ALL CHANNELS

CAMPAIGNS

PROSPECTS

NO INCREASE:PAID SEARCH

ORGANIC SEARCH

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Status Quo

Interest

Involvement

Investment

Interrupter

Moment of

Decision

No

Yes

Conversion HorizonEmotional Climax

Abandonment

Engagement

Point

Sparkline of a Donation

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Types of Donation Page Friction

1. Field Number Friction

2. Field Layout Friction

3. Form Error Friction

4. Confusion Friction

5. Decision Friction

6. Device Friction

7. Steps Friction

WHEN THERE ARE TOO MANY DECISIONS

TO BE MADE EITHER AT ANY ONE POINT OR

THOUGHOUT THE PROCESS ESPECIALLY

WITHOUT CONTEXT AND CLARITY

(CLOSELY RELATED TO CONFUSION

FRICTION).

Page 121: It's A Great, Great Sustainers World · 9/16/2020  · 5. decision friction 6. device friction 7. steps friction when there are too many decisions to be made either at any one point

TRY DEFAULTING TO A MONTHLY GIFT(especially when you’re driving message & motivation)

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TIPS & TRICKSPOP-UPS & PROMPTS

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Prompts/Pop-Ups

‘Typical’ Recurring Gift Callouts Complex Popups Shown On Submission

Simple Prompt

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How Presenting The Opportunity To Make A Recurring Gift At The Moment Of A Person’s One-time Gift Transaction Affects Recurring Gift Conversion.Experiment ID: #9024

CONTROL TREATMENT

64%In Recurring Gifts

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How Presenting The Opportunity To Make A Recurring Gift At The Moment Of A Person’s One-time Gift Transaction Affects Recurring Gift Conversion.Experiment ID: #9024

CONTROL TREATMENT

64%In Recurring Gifts

THE POP-UP DIDN’T SIGNIFICANTLY IMPACT THE

LIKELIHOOD OF A PERSON GIVING A ONE-TIME GIFT.

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WHY DOES THIS WORK?

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COGNITIVE MOMENTUMthe idea that once people have made a decision or started a process they are more likely to complete and more open to options and ideas they otherwise may not have been

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TRY A PROMPT OR POP-UP DURING THE ONE-TIME GIVING FLOW TO ASK FOR A RECURRING GIFT.

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TIPS & TRICKSIMMEDIATE UPGRADE

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ADDITIONAL

ONE-TIME

ASK

How Testing The Call-to-action On Thank You Page Affects ConversionExperiment ID: #262

CONTROL TREATMENT

RECURRING

‘UPGRADE’

ASK

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ADDITIONAL

ONE-TIME

ASK

How Testing The Call-to-action On Thank You Page Affects ConversionExperiment ID: #262

CONTROL TREATMENT

42.4%In Revenue

73.6%In Average Gift

493%In Conversion Rate

28.9%Conversion Rate

RECURRING

‘UPGRADE’

ASK5.4%

Conversion Rate

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WHY DOES THIS WORK?

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FOOT-IN-THE-DOOR TECHNIQUEthe idea that people are more likely to agree to a larger request after having agreed to do a smaller request

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So We Just Donated, Now What?

* Based upon those organizations with the ability to give a recurring gift online

38 38

76

54 4

2

0

5

10

15

20

25

30

35

40

None Social share Resource Employer Match Create Account Second Gift Upgrade gift Survey / Petition

Post-Donation Call-to-Action

Roughly 1 out of 3 nonprofits did not

suggest a post-donation action to take

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So We Just Donated, Now What?

* Based upon those organizations with the ability to give a recurring gift online

38 38

76

54 4

2

0

5

10

15

20

25

30

35

40

None Social share Resource Employer Match Create Account Second Gift Upgrade gift Survey / Petition

Post-Donation Call-to-Action

If donors are ‘in momentum’ what are

other options that can keep it going?

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Source: AJC website, courtesy of Springboard

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Give Again?

OR THIS OR THIS

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Source: AJC website, courtesy of Springboard

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TIPS & TRICKSGIFT ARRAYS

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How more donation options with a lower initial ask affects recurring donationsEXPERIMENT ID: #18815

3 OPTIONS, $15 LOWEST 5 OPTIONS, $10 LOWEST

125.5%In Recurring Donors

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How more donation options with a lower initial ask affects recurring donationsEXPERIMENT ID: #18815

3 OPTIONS, $15 LOWEST 5 OPTIONS, $10 LOWEST

125.5%In Recurring Donors

NO DIFFERENCE IN AVERAGE GIFT.

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How the minimum gift amount asked on a recurring pop-up impacts overall revenueEXPERIMENT ID: #18640

CONTROL $15

TREATMENT $19 43.3%In Revenue per Visitor

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WHY DOES THIS WORK?

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COGNITIVE MOMENTUMthe idea that once people have made a decision or started a process they are more likely to complete and more open to options and ideas they otherwise may not have been

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TRY LOWERING YOUR FIRST AND DEFAULT RECURRING GIFT AMOUNTS.

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TIPS & TRICKSSOCIAL PROOF

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Can You Use Social Proof to ‘Nudge’ Donors to Give More?

LIKE THIS OR THIS

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How Visually Emphasizing A Gift Amount On A Primary Donation Page Impacts RevenueExperiment ID: #16415

CONTROL TREATMENT

14.9%In Average Gift

23.8%In Revenue

7.8%In Conversion Rate

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Sierra Club TestingNudges and Nudges with Social Proof

CONTROL – NO SOCIAL TREATMENT – SOCIAL PROOF

30%In Recurring Donors

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WHY DOES THIS WORK?

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SOCIAL PROOFalso called ‘consensus’ or ‘social influence’, it is a psychological and social phenomenon wherein people copy the actions of others in an attempt to undertake behavior in a given situation

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TRY USING SOCIAL PROOF —NUMBERS AND PEOPLE — TO ENCOURAGE RECURRING GIVING.

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Online Recurring Giving Tips & Tricks

❑Try defaulting to monthly

❑Try using a pop-up or prompt

❑Try and immediate upgrade

❑Try starting with a smaller amount in your gift array

❑Try using social proof

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MORE RESOURCES.

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JOIN 4,000+ OTHER MARKETERS AND FUNDRAISERS AND TAKE AN ON-DEMAND ONLINE FUNDRAISING CERTIFICATION COURSE.COURSES.NEXTAFTER.COM

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GET YOUR

FREE TI CKET!ni osummi t .com

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Jen ShangWor ld’s Fi r st PHD i n

Phi l anthr opy

Reggi e Ri ver sFor mer Denver

Br onco & Gal a Team

Founder

Br i an Mi l l erTED Tal k Veter an &

Accompl i shed

Magi ci an

Dan Pal l ottaPhi l anthr opi st,

Author , & I coni c TED

Tal k Speaker

Speaker s and Topics

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RESOURCES

ON A MISSION TO DECODE WHAT WORKS IN FUNDRAISING

AND MAKE IT ACCESSIBLE TO AS MANY ORGANIZATIONS AS

POSSIBLE.

RESEARCH

TRAINING

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QUESTIONS & [email protected]@bradyjosephson/in/bradyjosephson