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	<title>PowerThru Consulting &#187; online fundraising</title>
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		<title>Time for your year end fundraising drive? Read the book!</title>
		<link>http://powerthruconsulting.com/blog/time-for-your-year-end-fundraising-drive-read-the-book/</link>
		<comments>http://powerthruconsulting.com/blog/time-for-your-year-end-fundraising-drive-read-the-book/#comments</comments>
		<pubDate>Sat, 01 Dec 2012 22:35:58 +0000</pubDate>
		<dc:creator>Sara</dc:creator>
				<category><![CDATA[PowerThru Blog]]></category>
		<category><![CDATA[online fundraising]]></category>
		<category><![CDATA[Salsa]]></category>

		<guid isPermaLink="false">http://www.powerthruconsulting.com/?p=1432</guid>
		<description><![CDATA[<p>It's almost that time of year again. When nonprofits of all shapes and sizes raise a whopping one-third of the year's fundraising in the month of December.

Don't miss out on the opportunity to raise some serious cash for your organization by taking advantage of the month of giving.

Sold on year end fundraising but don't know where to start? Well our friends over at Salsa have just come out with a new end-of-year fundraising book that you can download for free.</p><p>The post <a href="http://powerthruconsulting.com/blog/time-for-your-year-end-fundraising-drive-read-the-book/">Time for your year end fundraising drive? Read the book!</a> appeared first on <a href="http://powerthruconsulting.com">PowerThru Consulting</a>.</p>]]></description>
				<content:encoded><![CDATA[<p><img class="size-medium wp-image-1433 alignright" alt="SalsaBook" src="http://powerthruconsulting.org/wp-content/uploads/2012/10/SalsaBook-225x300.png" width="225" height="300" /><br />
It&#8217;s almost that time of year again. When nonprofits of all shapes and sizes raise a whopping one-third of the year&#8217;s fundraising in the month of December.</p>
<p>Don&#8217;t miss out on the opportunity to raise some serious cash for your organization by taking advantage of the month of giving.</p>
<p>Sold on year end fundraising but don&#8217;t know where to start? <strong>Well our friends over at Salsa have just come out with a new end-of-year fundraising book that you can <a href="http://lto.libredigital.com/?essentialguidetoendofyearfund">download for free</a>!</strong></p>
<p style="text-align: left;"><strong><em> The Essential Guide to End-of-Year Fundraising </em></strong></p>
<p style="text-align: left;"><strong><em> </em></strong><em> </em>New Book from Wiley Publishing, made available by Salsa</p>
<p>The Essential Guide to End-of-Year Fundraising takes basic fundraising principles to the next level with practical advice and effective tips for using online resources to enhance any end-of-year giving campaign. Employing email, social media and other online tactics, nonprofit organizations can gain insight on:</p>
<p>•    Making the ask with direct, powerful content</p>
<p>•    Three key dates for reaching supporters</p>
<p>•    Integrating messages across multiple channels</p>
<p>•    The importance of repetition in messaging and response</p>
<p><strong>A quick read with easy to understand language and advice you can start using immediately, The Essential Guide to End of Year Fundraising will help your campaign be a success.</strong></p>
<p><strong><a href="http://lto.libredigital.com/?essentialguidetoendofyearfund">Click here to download your free copy now!</a></strong></p>
<p>&nbsp;</p>
<p>The post <a href="http://powerthruconsulting.com/blog/time-for-your-year-end-fundraising-drive-read-the-book/">Time for your year end fundraising drive? Read the book!</a> appeared first on <a href="http://powerthruconsulting.com">PowerThru Consulting</a>.</p>]]></content:encoded>
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		<item>
		<title>Salsa scores and Year End Fundraising &#8211; taste the Geekery.</title>
		<link>http://powerthruconsulting.com/blog/salsa-scores-and-year-end-fundraising-taste-the-geekery/</link>
		<comments>http://powerthruconsulting.com/blog/salsa-scores-and-year-end-fundraising-taste-the-geekery/#comments</comments>
		<pubDate>Tue, 02 Oct 2012 00:01:47 +0000</pubDate>
		<dc:creator>Drew</dc:creator>
				<category><![CDATA[PowerThru Blog]]></category>
		<category><![CDATA[online fundraising]]></category>
		<category><![CDATA[Salsa]]></category>

		<guid isPermaLink="false">http://www.powerthruconsulting.com/?p=1412</guid>
		<description><![CDATA[<p>Year end fundraising is a huge opportunity for most non-profits. A well planned drive drive at the end of the year can raise 5-20 times more  (yes 500-2,000%+) than a &#8216;typical&#8217; month. But you need to plan and prepare your drive carefully (more on that here).It all comes down to this: asking exactly the right people [...]</p><p>The post <a href="http://powerthruconsulting.com/blog/salsa-scores-and-year-end-fundraising-taste-the-geekery/">Salsa scores and Year End Fundraising &#8211; taste the Geekery.</a> appeared first on <a href="http://powerthruconsulting.com">PowerThru Consulting</a>.</p>]]></description>
				<content:encoded><![CDATA[<div>
<p>Year end fundraising is a huge opportunity for most non-profits. A well planned drive drive at the end of the year can raise 5-20 times more  (yes 500-2,000%+) than a &#8216;typical&#8217; month. But you need to plan and prepare your drive carefully (<a title="What really works for end-of-year fundraising?" href="http://www.powerthruconsulting.com/blog/what-really-works-for-end-of-year-fundraising/">more on that here</a>).It all comes down to this: asking exactly the right people for exactly the right amount of money at exactly the right time.So we&#8217;re getting together with some friends at Salsa labs to profile one of the most powerful tools in your salsa center for evaluating your best prospects and targeting year end emails:  <strong>the scoring tool</strong> &#8211; and chances are, you&#8217;re not using it right now.</p>
<p>Here&#8217;s an only slightly painful (in the awesomely technically specific) preview of what we&#8217;ll be talking about. PS &#8211; can&#8217;t get enough of the Geekery? <a href="http://www.powerthruconsulting.com/?p=1422">PowerThru resident Salsa genius Jon Wheeler has also laid out a more detailed, explanation of the complex scoring model below, and some other cool tricks for scoring. Check it out</a></p>
<p>First off,  Scoring is located in your supporter tab – if you need to turn it on you can request the package from your dashboard or contact support@salsalabs.com</p>
</div>
<div><img class="alignright size-medium wp-image-1415" alt="Screen shot 2012-10-01 at 7.25.57 PM" src="http://powerthruconsulting.org/wp-content/uploads/2012/10/Screen-shot-2012-10-01-at-7.25.57-PM-300x226.png" width="300" height="226" /><br />
Now, when you first open up the scoring tool and try to make a &#8220;new score&#8221; you may feel an urge to drink heavily. Listen to that urge. Don’t try and be a hero.</div>
<p>No really folks, it’s going to be ok … let&#8217;s just break it down a little more. There are 4 basic parts to any score:</p>
<ol>
<li>The <strong>OBJECT</strong> – refers to the part of salsa you want to score – like Actions OR donations. We’ll talk more about why those are different and how to score them in a minute.</li>
<li>The <strong>MULTIPLIER</strong> is like the starting value you give this action. One way to think of it, what’s the smallest unit of measurement for action in your organization? Is it signing a petition? If so, you might assign a multiplier of 1 to the OBJECT of Supporter Action</li>
<li>The <strong>EXPIRATION and MINIMUM</strong> determine how low a score someone can have, and how fast it takes to get there. Most of us intuitively understand that someone who signed a petition yesterday is more valuable than someone who hasn’t signed a petition in years. This is how you give that difference a numeric value. If signing the petition is worth +1, what’s EVER having signed a petition worth? Maybe it’s 0, or maybe it’s some teeny tiny number like .001. If you think about donors it might make more sense. What’s the value of someone who JUST gave you $5 vs someone who gave you $500 2 years ago? I bet it’s not .001…..</li>
<li>And finally there’s <strong>HALFLIFE</strong> this is the time it takes someone to change from the value=MULTIPLIER to VALUE=MINIMUM. A half life of 0 is like an on-off switch. You either have the Multiplier score, or the minimum score. It’s handy for making a broad statement about people – this person IS a member – but a little crude for telling what membership means to someone. An Expiration of 365 days and a half life of 180 would give you a score that degraded very evenly over 1 year before arriving at the Minimum value and staying there.</li>
</ol>
<p>This is what all this would look like on a graph – with each color line being a different member, the score tracking on the vertical axis, time on the horizontal.</p>
<p><img class="aligncenter size-medium wp-image-1416" alt="simplegraph" src="http://powerthruconsulting.org/wp-content/uploads/2012/10/simplegraph-300x190.png" width="300" height="190" /></p>
<p><strong>See simple!</strong></p>
<p><strong>Ok, maybe not so much. So let&#8217;s show you 2 examples of scoring.</strong></p>
<ul>
<li>One a simple version that answers the question “who are my current members”</li>
<li>Second a more complicated version that uses 3 different scores to track different kinds of members (donors, activists, email readers)</li>
</ul>
<p>This is the simple example. Remember not to panic. Or feel free to have a drink. Maybe both&#8230;</p>
<p><a href="http://content.screencast.com/users/greenmtndrew/folders/Jing/media/fc7bb53e-f23b-4590-bc41-a4463eecf6ab/00000129.png"><img class="alignnone" title="simple scoring" alt="" src="http://content.screencast.com/users/greenmtndrew/folders/Jing/media/fc7bb53e-f23b-4590-bc41-a4463eecf6ab/00000129.png" width="1054" height="554" /></a><br />
Here’s what&#8217;s happening on the screen:</p>
<ul>
<li>Each row you see is a kind of action people can take in salsa – like signing a petition, writing a letter to the editor or making a donation.In our case we give ANY action the same “multiplier” meaning any time you do any of these, your score gets +1.</li>
<li>Then we set an expiration of 365 days and a minimum value of zero. Meaning if you take an action on day 1, one year later your score reverts to zero.</li>
<li>We also set NO half life, which means this is like an on-off switch – if you take an action on day 1, on day 364, your score is still 1, on day 365 it’s zero.</li>
<li>But because anything in the system gives you +1 lots of people will have a score value of 5, 10, 25 or 100.</li>
</ul>
<p><strong>And here’s the complicated version. You should now begin to panic.</strong></p>
<p>First thing that makes this more clever and sophisticated – we’re using different scores to tell us about different kinds of actions.</p>
<p style="text-align: center;"><a href="http://powerthruconsulting.org/wp-content/uploads/2012/10/2012-10-01_1729.png"><img class="aligncenter size-full wp-image-1419" title="2012-10-01_1729" alt="" src="http://powerthruconsulting.org/wp-content/uploads/2012/10/2012-10-01_1729.png" width="932" height="547" /></a></p>
<p>Instead of an on-off switch, this is like 3 dials that you can rotate to see what LEVEL of action people are at in one of 3 categories – Fundraising, Action or Email reading.</p>
<p>Why do you care? Because there’s a real difference between someone who signs a petition and someone who gives $10 a month. And emails that tell people “we know you have given before” or “we know you signed the petition, but you’ve never donated” are really really effective, especially at the end of the year when people are planning their annual giving.</p>
<p style="text-align: center;"><a href="http://content.screencast.com/users/greenmtndrew/folders/Jing/media/9c0bde26-eb81-4712-85d5-f363fd26bc0f/00000128.png"><img class="aligncenter" title="complex donation scoring" alt="" src="http://content.screencast.com/users/greenmtndrew/folders/Jing/media/9c0bde26-eb81-4712-85d5-f363fd26bc0f/00000128.png" width="922" height="484" /></a></p>
<p>So let&#8217;s dive in a little deeper and look at that Fundraising score, for example. Here, each row is a different piece of the supporters donation:</p>
<ul>
<li>The top row adds a value of 10 for making a donation, no matter what size. If you donate $5000, you get +10. If you donate $5, you still get +10.</li>
<li>That top row also has an expiration of 365 and a minimum value of 5. So if you’ve EVER donated, you’ll never have a donation score of less than 5.</li>
<li>But it also has a half-life. That means the value doesn’t just turn off or on, like our simple example. Instead, it slowly degrades – in this case 180 days after you make your donation, the top row score will degrade by 50% &#8211; to 5. and then stop degrading since it’s reached minimum value</li>
<li>The bottom row ads a value equal to the AMOUNT of the donation *1 – meaning if you donate $5000 you get +5000, and if you donate $5 you get +5.</li>
<li>This also has an expiration of a year, and a half life of 180, but a minimum value of only .5 – that means that 180 days after I make a donation of $100, my bottom row score will be 50.</li>
</ul>
<p><strong>So, why do you care, you know, at all?</strong></p>
<p>Imagine it&#8217;s time for the year end fundraising drive, and you want to target supporters who&#8217;ve taken an action, but haven&#8217;t given this year. If you&#8217;ve taken time to set up an activism and a donation score like we show above, it will take you all of 45 seconds to target the exact right people in your email tool &#8211; or query them into an exportable file for your volunteer or paid phonebank.</p>
<p>Here&#8217;s how it might look:</p>
<p style="text-align: center;"><a href="http://powerthruconsulting.org/wp-content/uploads/2012/10/2012-10-01_1844.png"><img class="aligncenter size-full wp-image-1423" title="2012-10-01_1844" alt="" src="http://powerthruconsulting.org/wp-content/uploads/2012/10/2012-10-01_1844.png" width="799" height="469" /></a></p>
<p style="text-align: left;">So to wrap up &#8211; Scoring is a slightly overwhelming tool, but it&#8217;s actually pretty simple. You need to set up a score for each KIND of action(the object) you value, and then assign each object a multiplier, minimum, expiration and halflife. Once you do &#8211; you just sit back and let the awesome knowledge flow over you until you&#8217;re ready to raise money or more precisely target your supporters.</p>
<p style="text-align: left;">
<p style="text-align: left;">Have more questions or need help making this happen for your organization? <a href="http://powerthruconsulting.com/contact-us/">Contact PowerThru</a>.</p>
<p><!--EndFragment--></p>
<p>The post <a href="http://powerthruconsulting.com/blog/salsa-scores-and-year-end-fundraising-taste-the-geekery/">Salsa scores and Year End Fundraising &#8211; taste the Geekery.</a> appeared first on <a href="http://powerthruconsulting.com">PowerThru Consulting</a>.</p>]]></content:encoded>
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		</item>
		<item>
		<title>Evaluating Supporters&#8217; Online Engagement with Salsa scoring for National Physicians Alliance</title>
		<link>http://powerthruconsulting.com/case-studies/evaluating-supporters-online-engagement-with-salsa-scoring/</link>
		<comments>http://powerthruconsulting.com/case-studies/evaluating-supporters-online-engagement-with-salsa-scoring/#comments</comments>
		<pubDate>Sun, 09 Sep 2012 23:54:23 +0000</pubDate>
		<dc:creator>Drew</dc:creator>
				<category><![CDATA[Case Studies]]></category>
		<category><![CDATA[PowerThru Blog]]></category>
		<category><![CDATA[online advocacy]]></category>
		<category><![CDATA[online fundraising]]></category>
		<category><![CDATA[Reporting]]></category>
		<category><![CDATA[Salsa]]></category>

		<guid isPermaLink="false">http://www.powerthruconsulting.com/?p=1422</guid>
		<description><![CDATA[<p>PowerThru Consulting has been helping our client the National Physicians Alliance utilize the Scoring module in Salsa for several years. Initially, we had created an aggregate scoring algorithm that would give a single value based on several different types of activities in Salsa – signups, actions, donations, emails, etc. That algorithm was configured as follows: [...]</p><p>The post <a href="http://powerthruconsulting.com/case-studies/evaluating-supporters-online-engagement-with-salsa-scoring/">Evaluating Supporters&#8217; Online Engagement with Salsa scoring for National Physicians Alliance</a> appeared first on <a href="http://powerthruconsulting.com">PowerThru Consulting</a>.</p>]]></description>
				<content:encoded><![CDATA[<p><img src="http://powerthruconsulting.com/wp-content/uploads/2012/09/npasmalllogo.jpeg" align=left width=100 height=100 alt="NPA">PowerThru Consulting has been helping our client the National Physicians Alliance utilize the Scoring module in Salsa for several years. </p>
<p>Initially, we had created an aggregate scoring algorithm that would give a single value based on several different types of activities in Salsa – signups, actions, donations, emails, etc. That algorithm was configured as follows:</p>
<table border="0" cellspacing="0" cellpadding="0">
<tbody>
<tr>
<td valign="bottom" width="79"><strong>Reference Name </strong></td>
<td valign="bottom" width="53"><strong>Category </strong></td>
<td valign="bottom" width="74"><strong>Object </strong></td>
<td valign="bottom" width="90"><strong>Column </strong></td>
<td valign="bottom" width="54"><strong>Multiplier </strong></td>
<td valign="bottom" width="71"><strong>Expiration (days) </strong></td>
<td valign="bottom" width="63"><strong>Minimum value </strong></td>
<td valign="bottom" width="58"><strong>Halflife (days) </strong></td>
</tr>
<tr>
<td valign="bottom" width="79">sign up</td>
<td valign="bottom" width="53">Normal</td>
<td valign="bottom" width="74">supporter</td>
<td valign="bottom" width="90"></td>
<td valign="bottom" width="54">2</td>
<td valign="bottom" width="71">365</td>
<td valign="bottom" width="63">0</td>
<td valign="bottom" width="58">180</td>
</tr>
<tr>
<td valign="bottom" width="79">online action</td>
<td valign="bottom" width="53">Normal</td>
<td valign="bottom" width="74">supporter_action</td>
<td valign="bottom" width="90"></td>
<td valign="bottom" width="54">1</td>
<td valign="bottom" width="71">180</td>
<td valign="bottom" width="63">0.05</td>
<td valign="bottom" width="58">60</td>
</tr>
<tr>
<td valign="bottom" width="79">letters to the editor</td>
<td valign="bottom" width="53">Normal</td>
<td valign="bottom" width="74">supporter_letter</td>
<td valign="bottom" width="90"></td>
<td valign="bottom" width="54">1.5</td>
<td valign="bottom" width="71">180</td>
<td valign="bottom" width="63">0.1</td>
<td valign="bottom" width="58">60</td>
</tr>
<tr>
<td valign="bottom" width="79">event</td>
<td valign="bottom" width="53">Normal</td>
<td valign="bottom" width="74">supporter_event</td>
<td valign="bottom" width="90"></td>
<td valign="bottom" width="54">5</td>
<td valign="bottom" width="71">365</td>
<td valign="bottom" width="63">2</td>
<td valign="bottom" width="58">180</td>
</tr>
<tr>
<td valign="bottom" width="79">Donations</td>
<td valign="bottom" width="53">Normal</td>
<td valign="bottom" width="74">donation</td>
<td valign="bottom" width="90"></td>
<td valign="bottom" width="54">10</td>
<td valign="bottom" width="71">365</td>
<td valign="bottom" width="63">5</td>
<td valign="bottom" width="58">180</td>
</tr>
<tr>
<td valign="bottom" width="79">donation amount</td>
<td valign="bottom" width="53">Fixed Value</td>
<td valign="bottom" width="74">donation</td>
<td valign="bottom" width="90">amount</td>
<td valign="bottom" width="54">0.1</td>
<td valign="bottom" width="71">730</td>
<td valign="bottom" width="63">0</td>
<td valign="bottom" width="58">365</td>
</tr>
<tr>
<td valign="bottom" width="79">email opens</td>
<td valign="bottom" width="53">Fixed Value</td>
<td valign="bottom" width="74">supporter_email_statistics</td>
<td valign="bottom" width="90">open_percentage</td>
<td valign="bottom" width="54">0.1</td>
<td valign="bottom" width="71">60</td>
<td valign="bottom" width="63">0</td>
<td valign="bottom" width="58">30</td>
</tr>
</tbody>
</table>
<p>While this algorithm is good for simple targeting of the most active members, by lumping different types of activities together it doesn&#8217;t allow the NPA to do more sophisticated targeted, such as people who have taken many actions but have not donated. For that reason we recently implemented a system where we track scores on three different, separate algorithms for donations, actions and emails.</p>
<p>ACTIVISM ALGORITHM<strong> </strong></p>
<div>
<table border="0" cellspacing="0" cellpadding="0">
<tbody>
<tr>
<td valign="bottom" width="79"><strong>Reference Name </strong></td>
<td valign="bottom" width="53"><strong>Category </strong></td>
<td valign="bottom" width="88"><strong>Object </strong></td>
<td valign="bottom" width="76"><strong>Column </strong></td>
<td valign="bottom" width="54"><strong>Multiplier </strong></td>
<td valign="bottom" width="71"><strong>Expiration (days) </strong></td>
<td valign="bottom" width="63"><strong>Minimum value </strong></td>
<td valign="bottom" width="58"><strong>Halflife (days) </strong></td>
</tr>
<tr>
<td valign="bottom" width="79">Actions</td>
<td valign="bottom" width="53">Normal</td>
<td valign="bottom" width="88">supporter_action</td>
<td valign="bottom" width="76"></td>
<td valign="bottom" width="54">2</td>
<td valign="bottom" width="71">365</td>
<td valign="bottom" width="63">1</td>
<td valign="bottom" width="58">365</td>
</tr>
<tr>
<td valign="bottom" width="79">LTE</td>
<td valign="bottom" width="53">Normal</td>
<td valign="bottom" width="88">supporter_letter</td>
<td valign="bottom" width="76"></td>
<td valign="bottom" width="54">2</td>
<td valign="bottom" width="71">365</td>
<td valign="bottom" width="63">1</td>
<td valign="bottom" width="58">365</td>
</tr>
<tr>
<td valign="bottom" width="79">Campaigns</td>
<td valign="bottom" width="53">Normal</td>
<td valign="bottom" width="88">supporter_campaign</td>
<td valign="bottom" width="76"></td>
<td valign="bottom" width="54">2</td>
<td valign="bottom" width="71">365</td>
<td valign="bottom" width="63">1</td>
<td valign="bottom" width="58">365</td>
</tr>
<tr>
<td valign="bottom" width="79">Old Petition</td>
<td valign="bottom" width="53">Normal</td>
<td valign="bottom" width="88">supporter_petition</td>
<td valign="bottom" width="76"></td>
<td valign="bottom" width="54">2</td>
<td valign="bottom" width="71">365</td>
<td valign="bottom" width="63">1</td>
<td valign="bottom" width="58">365</td>
</tr>
<tr>
<td valign="bottom" width="79">TAFs</td>
<td valign="bottom" width="53">Normal</td>
<td valign="bottom" width="88">supporter_invite</td>
<td valign="bottom" width="76"></td>
<td valign="bottom" width="54">1</td>
<td valign="bottom" width="71">365</td>
<td valign="bottom" width="63">0.5</td>
<td valign="bottom" width="58">365</td>
</tr>
<tr>
<td valign="bottom" width="79">Event Registration</td>
<td valign="bottom" width="53">Normal</td>
<td valign="bottom" width="88">supporter_event</td>
<td valign="bottom" width="76"></td>
<td valign="bottom" width="54">10</td>
<td valign="bottom" width="71">365</td>
<td valign="bottom" width="63">5</td>
<td valign="bottom" width="58">365</td>
</tr>
</tbody>
</table>
</div>
<p>This algorithm gives points for each type of action someone can take in Salsa and then degrades them after 1 year to ½ of their original value, but still keeps a residual value, allowing us to give more weight to recent action takers but still keep a pretty high value for past action takers.</p>
<p>DONATION ALGORITHM<strong> </strong></p>
<div>
<table border="0" cellspacing="0" cellpadding="0">
<tbody>
<tr>
<td valign="bottom" width="79"><strong>Reference Name </strong></td>
<td valign="bottom" width="53"><strong>Category </strong></td>
<td valign="bottom" width="104"><strong>Object </strong></td>
<td valign="bottom" width="71"><strong>Column </strong></td>
<td valign="bottom" width="42"><strong>Multiplier </strong></td>
<td valign="bottom" width="71"><strong>Expiration (days) </strong></td>
<td valign="bottom" width="63"><strong>Minimum value </strong></td>
<td valign="bottom" width="58"><strong>Halflife (days) </strong></td>
</tr>
<tr>
<td valign="bottom" width="79">Donation Made</td>
<td valign="bottom" width="53">Normal</td>
<td valign="bottom" width="104">donation</td>
<td valign="bottom" width="71"></td>
<td valign="bottom" width="42">10</td>
<td valign="bottom" width="71">365</td>
<td valign="bottom" width="63">5</td>
<td valign="bottom" width="58">180</td>
</tr>
<tr>
<td valign="bottom" width="79">Donation Amounts</td>
<td valign="bottom" width="53">Fixed Value</td>
<td valign="bottom" width="104">donation</td>
<td valign="bottom" width="71">amount</td>
<td valign="bottom" width="42">1</td>
<td valign="bottom" width="71">365</td>
<td valign="bottom" width="63">0.5</td>
<td valign="bottom" width="58">180</td>
</tr>
</tbody>
</table>
</div>
<p>This algorithm gives 10 points each time someone makes a donation as well as a point per dollar they donate. The goal here is to give a pretty high value to recurring donors who, while they may not have as high value of donation as some one-time donors, get 10 points each time their monthly donation is made.</p>
<p>EMAIL ALGORITHM <strong> </strong></p>
<div>
<table border="0" cellspacing="0" cellpadding="0">
<tbody>
<tr>
<td valign="bottom" width="79"><strong>Reference Name </strong></td>
<td valign="bottom" width="53"><strong>Category </strong></td>
<td valign="bottom" width="73"><strong>Object </strong></td>
<td valign="bottom" width="83"><strong>Column </strong></td>
<td valign="bottom" width="61"><strong>Multiplier </strong></td>
<td valign="bottom" width="71"><strong>Expiration (days) </strong></td>
<td valign="bottom" width="63"><strong>Minimum value </strong></td>
<td valign="bottom" width="58"><strong>Halflife (days) </strong></td>
</tr>
<tr>
<td valign="bottom" width="79">Emails clicked</td>
<td valign="bottom" width="53">Fixed Value</td>
<td valign="bottom" width="73">supporter_email_statistics</td>
<td valign="bottom" width="83">emails_clicked</td>
<td valign="bottom" width="61">3</td>
<td valign="bottom" width="71">365</td>
<td valign="bottom" width="63">0</td>
<td valign="bottom" width="58">180</td>
</tr>
<tr>
<td valign="bottom" width="79">Emails opened</td>
<td valign="bottom" width="53">Fixed Value</td>
<td valign="bottom" width="73">supporter_email_statistics</td>
<td valign="bottom" width="83">emails_opened</td>
<td valign="bottom" width="61">1</td>
<td valign="bottom" width="71">365</td>
<td valign="bottom" width="63">0</td>
<td valign="bottom" width="58">180</td>
</tr>
</tbody>
</table>
</div>
<p>This algorithm is pretty simple &#8211; 3 points each time an email is clicked and 1 point each time one is opened, reflecting the relative importance of each activity.</p>
<p>Using these three algorithms, the NPA can target for fundraising those supporters who have a high activism and/or email score but a low (or no) donation score by setting up a query such as:</p>
<p>Supporters with Activism Algorithm &gt; 10 AND Donation Algorithm = 0 OR Email Algorithm &gt; 30 AND Donation Algorithm = 0.</p>
<p>Note that determining which scores to use for these queries is a little bit trial-and-error – we usually run them, see how many people we get back in the query results and them tweak the numbers to get an appropriately large universe.</p>
<p>We also use these scoring algorithms to produce two types of monthly reports for the NPA. One gives a breakdown of the number of supporters who have a particular score range that month and how that compares to the month before. For example (note – real numbers changed):<strong> </strong></p>
<div>
<table border="0" cellspacing="0" cellpadding="0">
<tbody>
<tr>
<td valign="bottom" width="129"><strong>ACTIVISM ALGORITHM</strong></td>
<td valign="bottom" width="231"></td>
<td valign="bottom" width="183"></td>
</tr>
<tr>
<td valign="bottom" width="129"><strong>Score</strong></td>
<td valign="bottom" width="231"><strong>Current Month &#8211; # of Supporters with Score Range </strong></td>
<td valign="bottom" width="183"><strong>Change from Last Report</strong></td>
</tr>
<tr>
<td valign="bottom" width="129">&lt;1</td>
<td valign="bottom" width="231">1</td>
<td valign="bottom" width="183">0</td>
</tr>
<tr>
<td valign="bottom" width="129">1</td>
<td valign="bottom" width="231">100</td>
<td valign="bottom" width="183">0</td>
</tr>
<tr>
<td valign="bottom" width="129">1-5</td>
<td valign="bottom" width="231">500</td>
<td valign="bottom" width="183">18</td>
</tr>
<tr>
<td valign="bottom" width="129">5-10</td>
<td valign="bottom" width="231">300</td>
<td valign="bottom" width="183">-8</td>
</tr>
<tr>
<td valign="bottom" width="129">10-50</td>
<td valign="bottom" width="231">100</td>
<td valign="bottom" width="183">-6</td>
</tr>
<tr>
<td valign="bottom" width="129">50-100</td>
<td valign="bottom" width="231">10</td>
<td valign="bottom" width="183">-1</td>
</tr>
<tr>
<td valign="bottom" width="129">100-1000</td>
<td valign="bottom" width="231">1</td>
<td valign="bottom" width="183">0</td>
</tr>
<tr>
<td valign="bottom" width="129">&gt;1000</td>
<td valign="bottom" width="231">0</td>
<td valign="bottom" width="183">0</td>
</tr>
</tbody>
</table>
</div>
<p>The second gives the score for each supporter on each algorithm, allowing them to see people who could be ripe for fundraising solicitations who have high activism or email scores but low donation scores.<strong></strong></p>
<table border="0" cellspacing="0" cellpadding="0">
<tbody>
<tr>
<td valign="bottom" width="56"><strong>Total Scores</strong></td>
<td valign="bottom" width="52"><strong>Composite Algorithm</strong></td>
<td valign="bottom" width="55"><strong>Donation Algorithm</strong></td>
<td valign="bottom" width="51"><strong>Activism Algorithm</strong></td>
<td valign="bottom" width="53"><strong>Email Algorithm</strong></td>
<td valign="bottom" width="78">supporter_KEY</td>
<td valign="bottom" width="68">First_Name</td>
<td valign="bottom" width="60">Last_Name</td>
<td valign="bottom" width="34">Email</td>
<td valign="bottom" width="34">Etc&#8230;</td>
</tr>
<tr>
<td valign="bottom" width="56">33030.00</td>
<td valign="bottom" width="52">3015.00</td>
<td valign="bottom" width="55">30015.00</td>
<td valign="bottom" width="51"></td>
<td valign="bottom" width="53"></td>
<td valign="bottom" width="78"></td>
<td valign="bottom" width="68"></td>
<td valign="bottom" width="60"></td>
<td valign="bottom" width="34"></td>
<td valign="bottom" width="34"></td>
</tr>
<tr>
<td valign="bottom" width="56">27510.00</td>
<td valign="bottom" width="52">2505.00</td>
<td valign="bottom" width="55">25005.00</td>
<td valign="bottom" width="51"></td>
<td valign="bottom" width="53"></td>
<td valign="bottom" width="78"></td>
<td valign="bottom" width="68"></td>
<td valign="bottom" width="60"></td>
<td valign="bottom" width="34"></td>
<td valign="bottom" width="34"></td>
</tr>
<tr>
<td valign="bottom" width="56">25922.16</td>
<td valign="bottom" width="52">2514.77</td>
<td valign="bottom" width="55">23246.37</td>
<td valign="bottom" width="51">59.02</td>
<td valign="bottom" width="53">102.00</td>
<td valign="bottom" width="78"></td>
<td valign="bottom" width="68"></td>
<td valign="bottom" width="60"></td>
<td valign="bottom" width="34"></td>
<td valign="bottom" width="34"></td>
</tr>
<tr>
<td valign="bottom" width="56">21297.58</td>
<td valign="bottom" width="52">2154.69</td>
<td valign="bottom" width="55">18870.36</td>
<td valign="bottom" width="51">43.54</td>
<td valign="bottom" width="53">229.00</td>
<td valign="bottom" width="78"></td>
<td valign="bottom" width="68"></td>
<td valign="bottom" width="60"></td>
<td valign="bottom" width="34"></td>
<td valign="bottom" width="34"></td>
</tr>
<tr>
<td valign="bottom" width="56">16524.44</td>
<td valign="bottom" width="52">1511.39</td>
<td valign="bottom" width="55">15010.00</td>
<td valign="bottom" width="51">2.05</td>
<td valign="bottom" width="53">1.00</td>
<td valign="bottom" width="78"></td>
<td valign="bottom" width="68"></td>
<td valign="bottom" width="60"></td>
<td valign="bottom" width="34"></td>
<td valign="bottom" width="34"></td>
</tr>
<tr>
<td valign="bottom" width="56">16520.00</td>
<td valign="bottom" width="52">1510.00</td>
<td valign="bottom" width="55">15010.00</td>
<td valign="bottom" width="51"></td>
<td valign="bottom" width="53"></td>
<td valign="bottom" width="78"></td>
<td valign="bottom" width="68"></td>
<td valign="bottom" width="60"></td>
<td valign="bottom" width="34"></td>
<td valign="bottom" width="34"></td>
</tr>
<tr>
<td valign="bottom" width="56">11353.51</td>
<td valign="bottom" width="52">1133.25</td>
<td valign="bottom" width="55">10104.00</td>
<td valign="bottom" width="51">34.26</td>
<td valign="bottom" width="53">82.00</td>
<td valign="bottom" width="78"></td>
<td valign="bottom" width="68"></td>
<td valign="bottom" width="60"></td>
<td valign="bottom" width="34"></td>
<td valign="bottom" width="34"></td>
</tr>
<tr>
<td valign="bottom" width="56">11258.00</td>
<td valign="bottom" width="52">1242.59</td>
<td valign="bottom" width="55">9572.00</td>
<td valign="bottom" width="51">302.41</td>
<td valign="bottom" width="53">141.00</td>
<td valign="bottom" width="78"></td>
<td valign="bottom" width="68"></td>
<td valign="bottom" width="60"></td>
<td valign="bottom" width="34"></td>
<td valign="bottom" width="34"></td>
</tr>
<tr>
<td valign="bottom" width="56">10860.02</td>
<td valign="bottom" width="52">1156.95</td>
<td valign="bottom" width="55">9634.37</td>
<td valign="bottom" width="51">50.70</td>
<td valign="bottom" width="53">18.00</td>
<td valign="bottom" width="78"></td>
<td valign="bottom" width="68"></td>
<td valign="bottom" width="60"></td>
<td valign="bottom" width="34"></td>
<td valign="bottom" width="34"></td>
</tr>
</tbody>
</table>
<p>Another great use of Scoring is to create an “embargo” group for new supporters receiving a welcome series</p>
<p>The National Physicians Alliance also wanted to implement a best practice for their new signups to their email list – start by sending them a series of emails introducing them to the organization before starting to send them the general stream of communication. Putting that in place involved a few steps:</p>
<p>-      Creating a set of email reply triggers with a condition of “Is New == 1.” That way only people who are new signups to Salsa will receive those messages.</p>
<p>-      Configure one of those triggers to be an immediate reply, and the other two to go 1 week and 2 weeks later, respctively.</p>
<p>-      Adding those three email triggers to every signup, action, donation, etc pages that they create</p>
<p>-      Creating a scoring algorithm that would give people 14 points when they first signed up and depreciate that value down to 0 after 14 days.</p>
<p>-      Add a condition to their email blasts of “AND Welcome Series Embargo Score = 0” to only capture those people who&#8217;s score had degraded to 0, thereby indicating that they had been in the database for at least 14 days.</p>
<p>That scoring algorithm looks like this:</p>
<p>WELCOME SERIES EMBARGO<strong></strong></p>
<div>
<table border="0" cellspacing="0" cellpadding="0">
<tbody>
<tr>
<td valign="bottom" width="79"><strong>Reference Name </strong></td>
<td valign="bottom" width="53"><strong>Category </strong></td>
<td valign="bottom" width="73"><strong>Object </strong></td>
<td valign="bottom" width="83"><strong>Column </strong></td>
<td valign="bottom" width="61"><strong>Multiplier </strong></td>
<td valign="bottom" width="71"><strong>Expiration (days) </strong></td>
<td valign="bottom" width="63"><strong>Minimum value </strong></td>
<td valign="bottom" width="58"><strong>Halflife (days) </strong></td>
</tr>
<tr>
<td valign="bottom" width="79">Signup</td>
<td valign="bottom" width="53">Normal</td>
<td valign="bottom" width="73">supporter</td>
<td valign="bottom" width="83"></td>
<td valign="bottom" width="61">14</td>
<td valign="bottom" width="71">14</td>
<td valign="bottom" width="63">0</td>
<td valign="bottom" width="58">7</td>
</tr>
</tbody>
</table>
</div>
<p>&nbsp;</p>
<p>Have more questions or need help making this happen for your organization? <a href="http://powerthruconsulting.com/contact-us/">Contact PowerThru</a>.</p>
<p>&nbsp;</p>
<p>The post <a href="http://powerthruconsulting.com/case-studies/evaluating-supporters-online-engagement-with-salsa-scoring/">Evaluating Supporters&#8217; Online Engagement with Salsa scoring for National Physicians Alliance</a> appeared first on <a href="http://powerthruconsulting.com">PowerThru Consulting</a>.</p>]]></content:encoded>
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		</item>
		<item>
		<title>Custom peer to peer fundraising on Salsa for Minnesotans United for All Families</title>
		<link>http://powerthruconsulting.com/case-studies/custom-p2p-page-creation-and-workflow-on-salsa/</link>
		<comments>http://powerthruconsulting.com/case-studies/custom-p2p-page-creation-and-workflow-on-salsa/#comments</comments>
		<pubDate>Wed, 02 May 2012 16:08:01 +0000</pubDate>
		<dc:creator>Chris</dc:creator>
				<category><![CDATA[Case Studies]]></category>
		<category><![CDATA[PowerThru Blog]]></category>
		<category><![CDATA[online fundraising]]></category>
		<category><![CDATA[Salsa]]></category>

		<guid isPermaLink="false">http://www.powerthruconsulting.com/?p=1214</guid>
		<description><![CDATA[<p>A client of ours, Minnesotans United for All Families, wanted to create a peer-to-peer donation campaign with Salsa&#8217;s P2P donation package. This package allows supporters to create their own fundraising page and send their own friends and family to the donation page they created. They wanted to create eye-catching donation pages, by allowing the supporter [...]</p><p>The post <a href="http://powerthruconsulting.com/case-studies/custom-p2p-page-creation-and-workflow-on-salsa/">Custom peer to peer fundraising on Salsa for Minnesotans United for All Families</a> appeared first on <a href="http://powerthruconsulting.com">PowerThru Consulting</a>.</p>]]></description>
				<content:encoded><![CDATA[<p>A client of ours, Minnesotans United for All Families, wanted to create a peer-to-peer donation campaign with Salsa&#8217;s P2P donation package. This package allows supporters to create their own fundraising page and send their own friends and family to the donation page they created.</p>
<p>They wanted to create eye-catching donation pages, by allowing the supporter to add a personal image and have the ability to embed a video.</p>
<p>PowerThru created:</p>
<div>
<ul>
<li>a custom page creation workflow which enabled supporters to add the image and video embed code on the initial page creation step</li>
</ul>
</div>
<div>
<ul>
<li>custom Salsa script tell a friend and donation pages to display the extra content</li>
</ul>
</div>
<div>
<ul>
<li>a scripted leader board to display the top ten fundraisers with links back to their pages.</li>
</ul>
</div>
<p>PowerThru created a custom page creation workflow that enabled supporters to add the image and video embed code on the initial page creation step, and created custom Salsa script TAF and donation pages to display the extra content. We created a scripted leader board to display the top ten fundraisers with links back to their pages. To tie everything together, we also created a custom page manager so the supporter can log into the system and edit and update their fundraising pages.</p>
<p>Here is the first page in the workflow.  A supporter comes to the pages and signs up to create their own fundraising page.</p>
<p><a href="http://www.powerthruconsulting.com/blog/custom-p2p-page-creation-and-workflow-on-salsa/attachment/page1_signup/" rel="attachment wp-att-1216"><img class="aligncenter size-full wp-image-1216" title="Signup Page" alt="" src="http://powerthruconsulting.org/wp-content/uploads/2012/05/page1_signup.png" width="534" height="603" /></a></p>
<p>After signing up, the supporter is able to add their custom content including their story, a personal image, and possibly embedable video code.</p>
<p><a href="http://www.powerthruconsulting.com/blog/custom-p2p-page-creation-and-workflow-on-salsa/attachment/page2_customization/" rel="attachment wp-att-1217"><img class="aligncenter size-full wp-image-1217" title="Custom Content" alt="" src="http://powerthruconsulting.org/wp-content/uploads/2012/05/page2_customization.png" width="534" height="603" /></a></p>
<p>Once all the content has been added to the page, the supporter is redirected to a custom TAF page with social media sharing tools. The URL of the page which was just created is inserted into the content of the email message. The URL is also used for sharing on Facebook and Twitter.</p>
<p><a href="http://www.powerthruconsulting.com/blog/custom-p2p-page-creation-and-workflow-on-salsa/attachment/page3_taf/" rel="attachment wp-att-1218"><img class="aligncenter size-full wp-image-1218" title="page3_taf" alt="" src="http://powerthruconsulting.org/wp-content/uploads/2012/05/page3_taf.png" width="534" height="603" /></a></p>
<p>The supporter is then taken to the donation page they created. This page is created with Salsa script in order to display the image, embedded video, and to insert the description, title and image into Facebook OG tags to enable enhanced sharing.</p>
<p><a href="http://www.powerthruconsulting.com/blog/custom-p2p-page-creation-and-workflow-on-salsa/attachment/page4_donation/" rel="attachment wp-att-1219"><img class="aligncenter size-full wp-image-1219" title="page4_donation" alt="" src="http://powerthruconsulting.org/wp-content/uploads/2012/05/page4_donation.png" width="534" height="603" /></a></p>
<p>Located on this donation page are links to the custom TAF with sharing tools, a link to log into the system to edit and update the page, and a link to create a new fundraising page.</p>
<p>Once a donation has been made, the donor is directed to the leaderboard page. The leaderboard allows people to see the top fundraisers and to view their pages with their personal story.</p>
<p><a href="http://www.powerthruconsulting.com/blog/custom-p2p-page-creation-and-workflow-on-salsa/attachment/page5_leaderboard/" rel="attachment wp-att-1220"><img class="aligncenter size-full wp-image-1220" title="page5_leaderboard" alt="" src="http://powerthruconsulting.org/wp-content/uploads/2012/05/page5_leaderboard.png" width="534" height="603" /></a></p>
<p>Finally we created a way for fundraisers to log into the system using Salsa&#8217;s login feature to manage, edit and update their donation page.</p>
<p><a href="http://www.powerthruconsulting.com/blog/custom-p2p-page-creation-and-workflow-on-salsa/attachment/page6_login/" rel="attachment wp-att-1221"><img class="aligncenter size-full wp-image-1221" title="page6_login" alt="" src="http://powerthruconsulting.org/wp-content/uploads/2012/05/page6_login.png" width="534" height="603" /></a></p>
<p>&nbsp;</p>
<p>&nbsp;</p>
<p>&nbsp;</p>
<p><b>Interested in buying, or to find out more? </b><a href="mailto:info@powerthruconsulting.com?Subject=Meta%20Tagger"><b>Send us an email today.</b></a></p>
<p>The post <a href="http://powerthruconsulting.com/case-studies/custom-p2p-page-creation-and-workflow-on-salsa/">Custom peer to peer fundraising on Salsa for Minnesotans United for All Families</a> appeared first on <a href="http://powerthruconsulting.com">PowerThru Consulting</a>.</p>]]></content:encoded>
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		</item>
		<item>
		<title>Online Fundraising Principles &amp; Best Practices</title>
		<link>http://powerthruconsulting.com/blog/online-fundraising-principles-best-practices/</link>
		<comments>http://powerthruconsulting.com/blog/online-fundraising-principles-best-practices/#comments</comments>
		<pubDate>Fri, 10 Feb 2012 19:41:21 +0000</pubDate>
		<dc:creator>Laura</dc:creator>
				<category><![CDATA[PowerThru Blog]]></category>
		<category><![CDATA[best practices]]></category>
		<category><![CDATA[online fundraising]]></category>

		<guid isPermaLink="false">http://www.powerthruconsulting.com/?p=943</guid>
		<description><![CDATA[<p>Read more about principles and best practices in online fundraising that you can apply to your work.</p><p>The post <a href="http://powerthruconsulting.com/blog/online-fundraising-principles-best-practices/">Online Fundraising Principles &#038; Best Practices</a> appeared first on <a href="http://powerthruconsulting.com">PowerThru Consulting</a>.</p>]]></description>
				<content:encoded><![CDATA[<p><img class="alignleft" alt="" src="http://powerthruconsulting.org/wp-content/uploads/2012/01/trophy.png" width="100" height="205" />I was honored to be asked to help edit the Online Organizing chapter for the latest <a href="http://democracyforamerica.com/campaignacademy">Democracy for America Campaign Academy</a> handbook. Here&#8217;s a reprint of the section I wrote on online fundraising &#8211; it turned out so well I want to share it. <em>Plus some new stuff I added after my <a href="http://www.rootscamp.org/">RootsCamp</a> and <a href="http://www.progressivemajority.org/">Progressive Majority</a> sessions on online fundraising!</em></p>
<p>First and most importantly: <strong>You must ask!</strong> Most people are not going to wake up this morning and think to themselves, today they should give to your campaign. You need to go out and ask them to give.</p>
<p><strong>Test test test.</strong> It&#8217;s important to incorporate testing into your online fundraising campaigns to learn what works best for your organization, and get smarter over time. You can try everything from different $ asks, to different subject lines, to different creative, to different content altogether! Try simple (graphicless) versus your normal styled emails, try different senders, times of day, lengthy versus short, tweaks to your landing pages, anything is fair game to test. If you need help getting started in testing, you could always ask us <img src='http://powerthruconsulting.com/wp-includes/images/smilies/icon_smile.gif' alt=':)' class='wp-smiley' />  but also check out the <a href="http://analystinstitute.org/">Analyst Institute</a> as a resource. They serve as a central testing &amp; analysis hub for the progressive movement. A corollary to testing &#8211; learn how to do tracking with your online fundraising tool of choice. You can use refcodes in ActBlue, tracking codes in Salsa, or even create different donate pages if you can&#8217;t use URL modifications for tracking in your system. But you need to know where the money is coming in from to be able to tell what works and what doesn&#8217;t.</p>
<p><strong>Be realistic.</strong> Online fundraising is a numbers game (and mostly an email game still, despite the rise of social media and SMS and other new technologies) &#8211; how much you raise is generally related to the size and passion of your email list. This is one of the reasons why it is so important to always be building your email list, and to keep your supporters revved up about your race. If you do not have an Obama-sized list, you are not going to be able to raise Obama-sized amounts online.</p>
<p><strong>Look for opportunities for fundraising.</strong> Good news and bad news can both be compelling hooks. Deadlines also work well. Integrate fundraising asks with your program &#8211; if you’re working on an issue or building towards an event, ask people to donate to help pull it off.</p>
<p><strong>Be detailed.</strong> The more details you give about why you need to raise $X, the more compelling your ask. Story matters. Let people know where their money is going and why &#8211; you must assume everyone on your list is on other campaigns’ lists as well. Why should they give to you? Why now? (i.e. have a theory of change and tell the story for how their donation will solve the problem/achieve your mission!)</p>
<p><strong>Set goals.</strong> Give your supporters a target to aim at and they will help you hit it. Using thermometers or baseball bats etc. is more than just a gimmick &#8211; research has shown it improves fundraising totals. Some systems like ActBlue let you do this pretty easily. Note if you&#8217;re using Salsa, <a href="http://www.powerthruconsulting.com/powertools/">we have an add-on available</a> that lets you easily set up goal thermometers for donation AND action pages.</p>
<p><strong>Encourage your supporters to take ownership.</strong> If your online tools allow it, let your supporters set up their own fundraising pages for your campaign (don’t forget to ask them to!). ActBlue makes this easy, but many other tools will do this.</p>
<p><strong>Be timely.</strong> Pay attention to federal deadlines, other campaigns. If you’re not a federal campaign, you may want to stay clear of the end of quarter deluge of fundraising emails. Use deadlines in your emails too, it helps make the case for the urgency to give now.</p>
<p><strong>Pay attention to the mix of emails you send.</strong> Your email list is for more purposes than just fundraising, so don’t wear out your supporters until Election Day. If you send a fundraising email, you may want to make sure your next email is not a fundraiser. Asking more is not always better.</p>
<p><strong>Tell a story over time.</strong> Your first fundraising email in a series may not do so well, if you are introducing a new program or campaign. But over time as you tell your story and engage your supporters, fundraising may get better and better. When possible, try to think in terms of series than one-off emails.</p>
<p><strong>Segmenting works.</strong> Past donors and non-donors may respond very differently to your content, so it&#8217;s good to send to the groups separately so you can track how they perform. You can also segment by activity level, by issue interest, anything you can think of. You can treat those segments differently &#8211; could try thanking past donors and asking them to donate again, for example.</p>
<p><strong>Try a low dollar ask.</strong> Not sure what the right dollar ask is? We recently saw a $10 ask perform much better for a client than their (standard) $35 ask &#8211; this is in line with PCCC, MoveOn, even the Obama campaign trying lower and lower dollar asks. It led to more donors and more dollars!</p>
<p><strong>Giveaways generally work.</strong> Lots of PACs and campaigns offer a bumper sticker or other small giveaway with your donation &#8211; they keep doing it because it works. Make sure you keep track of all of your costs to make sure this is cost-effective to repeat, and test it as well &#8211; we&#8217;ve seen this work better in converting people to give for the first time, not for past donors. Your mileage may vary! You could also try contests (ie. a bigger giveaway like dinner with the candidate etc) to get people to donate or donate again.</p>
<p><b>Recurring donors are gold.</b> But you&#8217;ll generally need to ask for people to become a recurring donor. May want to set up a special program to encourage monthly donations. This is a higher bar ask than a one time donation though.</p>
<p><strong>Don&#8217;t forget the report-back!</strong> Be sure to report back to your donors, let them know how their donations had a tangible impact towards the goal. This will build trust in your organization and hopefully make them more likely to donate again too.</p>
<p><strong>Work on your online-offline integration with your whole fundraising team.</strong> Online and fundraising people should work together to maximize what you can raise online and offline. If a direct mail piece is going out to past donors, maybe you should chase it with a fundraising email. You can email out fundraising event invites to past or likely donors. In person events could have a signup sheet asking for email addresses of donors. For non-profits, annual giving from multichannel donors is almost four times that of offline-only donors and two-and-a-half times that of online-only donors! Retention rates also increase dramatically for multichannel donors (<a href="http://www.e-benchmarksstudy.com/">per M&amp;R&#8217;s e-benchmarks study</a>). Don&#8217;t forget to be multi-channel online too &#8211; if you&#8217;re sending out a fundraising email, put the content on your website, share it on Facebook and Twitter etc too.</p>
<p>Convio and Blackbaud also have some great research on multi-channel fundraising: <a href="http://www.convio.com/files/Convio_Edge-Research-Paper_FINAL.pdf">http://www.convio.com/files/Convio_Edge-Research-Paper_FINAL.pdf</a><br />
<a href="http://www.blackbaud.com/files/resources/downloads/WhitePaper_MultiChannelGivingAnalysis.pdf">http://www.blackbaud.com/files/resources/downloads/WhitePaper_MultiChannelGivingAnalysis.pdf</a></p>
<p><strong>Always be filling your (leaky) bucket.</strong> Fundraising emails in particular often have a larger than normal unsubscribe rate. Be sure to have ways identified to replenish your email list or you could wind up with an empty bucket before Election Day.</p>
<p><strong>Remember: More asking is not (always) more money.</strong> You may be better off with one good, timely well-written fundraising email than several weak ones.</p>
<p>&nbsp;</p>
<p>Have more questions or need help making this happen for your organization? <a href="http://powerthruconsulting.com/contact-us/">Contact PowerThru</a> today!</p>
<p>The post <a href="http://powerthruconsulting.com/blog/online-fundraising-principles-best-practices/">Online Fundraising Principles &#038; Best Practices</a> appeared first on <a href="http://powerthruconsulting.com">PowerThru Consulting</a>.</p>]]></content:encoded>
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		<title>What really works for end-of-year fundraising?</title>
		<link>http://powerthruconsulting.com/blog/what-really-works-for-end-of-year-fundraising/</link>
		<comments>http://powerthruconsulting.com/blog/what-really-works-for-end-of-year-fundraising/#comments</comments>
		<pubDate>Thu, 19 Jan 2012 14:55:39 +0000</pubDate>
		<dc:creator>Jon</dc:creator>
				<category><![CDATA[PowerThru Blog]]></category>
		<category><![CDATA[custom Salsa reports]]></category>
		<category><![CDATA[online fundraising]]></category>
		<category><![CDATA[Reporting]]></category>
		<category><![CDATA[Salsa]]></category>

		<guid isPermaLink="false">http://www.powerthruconsulting.com/?p=773</guid>
		<description><![CDATA[<p>How do you put together just the right series of end-of-year fundraising emails, to raise a significant chunk of money from your supporters? Read more about the best practices we discovered from testing with our clients.</p><p>The post <a href="http://powerthruconsulting.com/blog/what-really-works-for-end-of-year-fundraising/">What really works for end-of-year fundraising?</a> appeared first on <a href="http://powerthruconsulting.com">PowerThru Consulting</a>.</p>]]></description>
				<content:encoded><![CDATA[<p><img class="alignleft" alt="" src="http://powerthruconsulting.org/wp-content/uploads/2012/01/Money2.png" width="100" height="100" />Ah, December. In addition to all of the usual stress the average person faces &#8212; wondering how to avoid putting on those extra holiday pounds, and get just the right holiday gifts without going into a “<em>Santa Claus is Coming to Town</em> is making me hate Bruce Springsteen right now” rage at the mall &#8212; the online organizer has another stress to deal with. <b>How do you put together just the right series of end-of-year fundraising emails, to raise a significant chunk of money from your supporters who are hopefully in a giving spirit</b> – or can be enticed, worn down or guilted into being so?</p>
<p>There&#8217;s a ton of strategies to accomplish that. But savvy online organizers know that <b>the only truly good strategy is one that&#8217;s been tested to prove that it works better than other strategies with your particular list of supporters</b>. Doing something like subject line testing to see whether one subject line or another gets more people to open your emails is pretty easy, and commonly used by groups with even small lists. Unfortunately, organizations often lack a large enough list size of former donors to perform statistically-significant tests to see what will make your former donors give more or less. <em>(According to M &amp; R Strategies <a href="http://www.e-benchmarksstudy.com/" target="_blank">2011 eNonprofit Benchmarks Study</a>, the average donation rate on an email is .08%, meaning you have to email to tens of thousands of people just to get tens of donations &#8212; which is what you&#8217;ll need to see an significant difference from one approach to another).</em></p>
<p>At PowerThru though, we do have clients with large enough list sizes for us to do significantly significant tests. They were game for having us try to maximize their fundraising revenue, by testing our assumptions during the initial stage so we could use the approaches that proved to work the best for the remainder of the campaign.</p>
<p><strong>What we wanted to test</strong></p>
<p>1) It seemed obvious to us (and to many other organizations we think know what they are doing) that <b>one of the best ways to get former donors to give was by including in their email a reference to the amount they had donated in the past, and to mention that they had not given this year but we were counting on them to do so</b>. The question was &#8212; would that work, and increase both likelihood to give and amount given?</p>
<p>2) Everybody likes free stuff, right? The organization had previously produced a bunch of what is affectionately known as &#8220;schwag&#8221; (pens and such with their name on it). So we decided to offer those as a thank-you gift to people who donated. <b>Would schwag make both past donors and people who had never donated more or less likely to give, and increase their donation amounts?</b></p>
<p><a href="#jump0"><b>Skip ahead to read our conclusions</b></a>, or continue to read the whole story about how we performed the tests.</p>
<p><strong>How we tested it</strong></p>
<p>First, we built a bunch of custom reports in Salsa that helped us pull the supporter keys and amount given by year for our past donors. That&#8217;s relatively easy to do (<a href="#jump1">and if you either already know how, or aren&#8217;t a Salsa user and don&#8217;t care, click here to skip ahead</a>) &#8212; build a custom aggregate report based on the donation table (and you might as well join it to the supporter table for a later step, although that&#8217;s not necessary), and then set up your columns so they include supporter_KEY, Transaction Date and Amount. Select the Group by Boxes first for supporter_KEY and then Transaction Date, and use the Function option to make Transaction Date be by Year and the Amount field calculate Sums. Save it, click Run and you&#8217;ll then see the total amount of donations each of your supporter has given by each year.</p>
<p><img class="alignleft size-full wp-image-797" title="EOYfundraising2011post_1" alt="" src="http://powerthruconsulting.org/wp-content/uploads/2012/01/EOYfundraising2011post_1-e1326984610849.jpg" width="720" height="217" /></p>
<p>Or, actually, more than that. Because you&#8217;ll be including a lot of errored or failed donations. So you need to set up your Conditions tab to exclude donations that have particular Result and/or RESPMSG values. Those can vary depending on which Merchant Gateway you use and whether you also enter in a lot of offline donations into Salsa that you want to include in the giving history. My trick? If you&#8217;re not already sure what Result and/or RESPMSG field to filter out, re-jigger your report so that it is grouped by Result, then RESPMSG, and then either counting supporter_KEYs or donation_KEY. Run it and you&#8217;ll see the total number of donors or donations you got for each Result or RESPMSG and you&#8217;ll see you need to exclude things like Result = -10 and RESPMSG = Approved Testing.</p>
<p><img class="alignleft size-full wp-image-798" title="EOYfundraising2011post_2" alt="" src="http://powerthruconsulting.org/wp-content/uploads/2012/01/EOYfundraising2011post_2-e1326984644696.jpg" width="720" height="384" /></p>
<p>Note &#8211; if you&#8217;re scared by the Salsa report tool you&#8217;re missing a whole lot of the usefulness of Salsa! I have some online training videos <a href="http://www.powerthruconsulting.com/blog/advanced-training-on-the-salsa-reporting-tool/">on our blog</a>, or you can <a href="http://www.salsalabs.com/learn/packages/reports-and-statistics/building-custom-reports">read Salsa&#8217;s documentation</a>.</p>
<p><a name="jump1"></a>Once we got the data, we exported it into Excel and then did some manipulation using filters and sorting, and then cutting and pasting so each supporter (identified by supporter_KEY) would have a series of columns with the total amount they gave in 2009 and 2010. (Still too detailed for you? <a href="#jump2">Click ahead to see what we learned</a>). Note we treated people who gave in 2011 differently &#8212; for them we got the average amount they donated per donation in 2011 so we could ask for them to make one more donation around that size). We then used used the &#8220;AND&#8221; function in Excel to compare the two columns to see which was greater (formula of &#8220;=AND(B2&gt;C2)&#8221; will give you a &#8220;TRUE&#8221; for all supporters where the number in column B is greater than in column C and FALSE if not) and then sorted the rows appropriately. We then created two new columns where we multiplied the greater of those numbers by 1.5 and 2, since our strategy was going to be to ask people to give 1.5 or 2 times the amount they had given in which ever year they had given more. We then created new custom fields in Salsa for 2009 donation total, 2010 donation total, and 2011 ask amount 1 &amp; 2, and imported that data back in.</p>
<p>Another quick Salsa aside &#8212; we had previously tried doing something like this using the Conditional Content feature in the Salsa email tool. That nifty feature allows you to create &#8220;SalsaScript&#8221; that does exactly what we had done using reports, Excel and custom fields &#8212; merge into an email a supporter&#8217;s total amount donated in a prior year and then multiply that amount by to get a new &#8220;ask&#8221; amount. The problem? When testing we found that there were some supporters who had negative donation amounts for the year, if they had received a refund in Jan for a donation they had made in Dec. While it was an edge case, it was going to look really silly to have people receive emails that said &#8220;You gave $-10 in 2010, would you consider giving $-15 or even $-20 in 2011?&#8221; So we went the extra mile and did the work manually, where we knew we could spot any errors like that and fix them.</p>
<p>Okay, enough looking under the hood at how we geeked out in Salsa and Excel. Back to more of a summary:</p>
<ul>
<li>We had about 7500 past donors that we divided up in 3 different groups:</li>
</ul>
<ol>
<li>Donated in 2010, but not 2009 or 2011</li>
<li>Donated in 2009 and 2010, but not 2011</li>
<li>Donated in 2011 but not in December</li>
</ol>
<p>We then divided each of those sets into 4 different test groups of 25% in each group based on whether they were going to be receiving email with the different things we were testing:</p>
<ol>
<li>Past giving history and a &#8220;schwag&#8221; offer</li>
<li>Past giving history and no &#8220;schwag&#8221; offer</li>
<li>No past giving history and a &#8220;schwag&#8221; offer</li>
<li>No past giving history and no &#8220;schwag&#8221; offer</li>
</ol>
<p>The emails with past giving history contained &#8220;ask strings&#8221; like &#8220;<em>You donated a total of $[[donations_2009]] in 2009, $[[donations_2010]] in 2010 but haven’t yet donated in 2011. Can we count on you to give at least $[[EOY2011_ask1]] or even $[[EOY2011_ask2]] to help us achieve our goals for next year?</em>&#8221; The ones without history just asked for the 1.5 or 2 times level. The next paragraph either offered a gift if they donated or not (and included a call-out picture of the gift if it was offered).</p>
<p>Finally, we created 2 segments for the hundreds of thousands of non-donors we had on the list (since they had no giving history):</p>
<ol>
<li>&#8220;Schwag&#8221; offer</li>
<li>No &#8220;schwag&#8221; offer</li>
</ol>
<p>So, if you&#8217;re keeping track that was a total of 14 segments. But that&#8217;s what we needed to actually have this test work.</p>
<p><a name="jump2"></a><strong>How we analyzed the results</strong></p>
<p>For this experiment we were looking beyond simple things like open and click-through rate &#8212; we actually worked on minimizing those factors by making the email subject lines and content virtually identical (the only difference being the emails with &#8220;schwag&#8221; offers had a subject line and content calling that out). Instead we looked at:</p>
<ul>
<li>Was there any difference in the number of donations and total amount raised per send for each different segment, based on whether we showed their history and/or offered schwag?</li>
<li>What % of the amount we asked for did donors tend to give? Since we knew how much we were asking for (1.5 or 2 times their past donation amount), we could compare that to what they actually gave to see if there was a lift or not.</li>
</ul>
<p><a name="jump0"></a><strong>What we determined</strong></p>
<ul>
<li>For former donors, the better performing segments in terms of amount raised or number of donations per email sent tended to be the ones where we showed history and did not offer schwag, although there was some variation in the results. Former donors however did very clearly tend to give more than we asked for when we showed history and did not offer schwag:</li>
</ul>
<table border="1" align="center">
<tbody>
<tr>
<td><strong>Included History</strong></td>
<td><strong>Offered Schwag</strong></td>
<td><strong>% Given of Amount asked</strong></td>
</tr>
<tr>
<td>Yes</td>
<td>No</td>
<td>120%</td>
</tr>
<tr>
<td>Yes</td>
<td>Yes</td>
<td>102%</td>
</tr>
<tr>
<td>No</td>
<td>Yes</td>
<td>114%</td>
</tr>
<tr>
<td>No</td>
<td>No</td>
<td>97%</td>
</tr>
</tbody>
</table>
<ul>
<li>For non-donors, the number of donors and amount donated per email sent was clearly significantly higher when we offered schwag than when we didn&#8217;t &#8211; 160% and 205%, respectively.  And % given of amount asked was also clearly higher:</li>
</ul>
<table border="1" align="center">
<tbody>
<tr>
<td><strong>Included History</strong></td>
<td><strong>Offered Schwag</strong></td>
<td><strong>% Given of Amount asked</strong></td>
</tr>
<tr>
<td>N/A</td>
<td>Yes</td>
<td>237%</td>
</tr>
<tr>
<td>N/A</td>
<td>No</td>
<td>184%</td>
</tr>
</tbody>
</table>
<p>&nbsp;</p>
<p><strong>Conclusion</strong></p>
<p>In the end, while this was a lot of work it felt like work worth doing, because it taught us several important things:</p>
<p>- Your former donors are more motivated to give and to give more when you tell them what they gave in the past, remind them that they haven&#8217;t given since then, and ask them to please give again.</p>
<p>- Your former donors aren&#8217;t helped much in their giving likelihood or amount if you offer them a free gift. They do fairly well if you offer them a gift and DON&#8217;T show their history, but worse if you both show them their history AND offer them a gift. Therefore we thought it would be best to just continue to ask them for a donation based on past giving and not offer them any gift in return.</p>
<p>- Your new donors are the ones who are significantly motivated by a free gift, both to give at all and to give more than you are asking for. So start ordering little bits of schwag with your group&#8217;s name on it, but perhaps only get enough for your prospective new donors.</p>
<p>&nbsp;</p>
<p>Have more questions or need help making this happen for your organization? <a href="http://powerthruconsulting.com/contact-us/">Contact PowerThru</a> today!</p>
<p>The post <a href="http://powerthruconsulting.com/blog/what-really-works-for-end-of-year-fundraising/">What really works for end-of-year fundraising?</a> appeared first on <a href="http://powerthruconsulting.com">PowerThru Consulting</a>.</p>]]></content:encoded>
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		<title>Salsa tools &#8211; Authorize.net recurring donation handling for Salsa by PowerThru</title>
		<link>http://powerthruconsulting.com/blog/authorize-net/</link>
		<comments>http://powerthruconsulting.com/blog/authorize-net/#comments</comments>
		<pubDate>Tue, 05 Jul 2011 23:02:17 +0000</pubDate>
		<dc:creator>Laura</dc:creator>
				<category><![CDATA[PowerThru Blog]]></category>
		<category><![CDATA[online fundraising]]></category>
		<category><![CDATA[powertools]]></category>
		<category><![CDATA[Salsa]]></category>

		<guid isPermaLink="false">http://www.powerthruconsulting.com/?p=1612</guid>
		<description><![CDATA[<p>This package cures a limitation of the Salsa donations system: recurring payments made using an Authorize.net payment gateway are not updated in Salsa. When a supporter fills out a donation form making a commitment to a series of recurring payments, the fact of the agreement is recorded in a Salsa &#8220;recurring donation&#8221; record, but after [...]</p><p>The post <a href="http://powerthruconsulting.com/blog/authorize-net/">Salsa tools &#8211; Authorize.net recurring donation handling for Salsa by PowerThru</a> appeared first on <a href="http://powerthruconsulting.com">PowerThru Consulting</a>.</p>]]></description>
				<content:encoded><![CDATA[<p>This package cures a limitation of the Salsa donations system: recurring payments made using an Authorize.net payment gateway are not updated in Salsa. When a supporter fills out a donation form making a commitment to a series of recurring payments, the fact of the agreement is recorded in a Salsa &#8220;recurring donation&#8221; record, but after that all transactions are triggered by and recorded in the Authorize.net payment gateway. The Salsa system never hears about those later donations, and the supporter&#8217;s record does not reflect them.</p>
<p>This package brings the data about those recurring payments into Salsa and matches it up with the supporter&#8217;s record so that an accurate donation history is kept.</p>
<p>There is a one time fee of $395 for our Authorize.net package. We will work with Salsa to get the package installed onto your center. Please feel free to email any questions you may have.</p>
<p><strong>Interested in buying, or to find out more? <a href="mailto:info@powerthruconsulting.com?Subject=Authorize.net">Send us an email today.</a></strong></p>
<p><b>Setup</b></p>
<p>There is no setup to be done to the package itself. There is a setup step required on the Authorize.net gateway itself in order for this system to work.</p>
<p>The Authorize.net system offers a service called a &#8220;Silent Post URL&#8221;. When you set up a Silent Post URL, the Authorize.net system will send information about all future transactions to that webpage. You must set the Silent Post URL of your Authorize.net account to be the URL of this package. Then the package can receive the incoming Authorize.net data and store it correctly. There is a short video showing where to update your Authorize.net gateway.</p>
<p>Here is an example of the URL you should put into the box shown in the video. The URL you should use is created below after you select your payment gateway and will end in ?gateway=(ID of your gateway):</p>
<p>    <i>http://yourcenterURL/p/d/authorize/payments/public/silentpost.sjs</i> </p>
<p><b>Usage</b></p>
<p>Just check your supporter records to see the new donation data appearing! The system runs by itself. The Authorize.net system sends the posted data sometime after midnight each night.<br />
Limitations</p>
<p>The primary limitation is that the package relies on Authorize.net to post new transactions to the package. Therefore no transactions which took place *before* the package was installed are imported.<br />
The package can store transactions for more than one Authorize.net account. If, for instance, you have an Authorize.net gateway account for your 501(c)(3) organization and a separate account for an affiliated 501(c)(4), the package may be configured to receive transactions from both accounts and apply them correctly. To do this, append the appropriate Salsa gateway key number to the end of the URL listed above. </p>
<p>The post <a href="http://powerthruconsulting.com/blog/authorize-net/">Salsa tools &#8211; Authorize.net recurring donation handling for Salsa by PowerThru</a> appeared first on <a href="http://powerthruconsulting.com">PowerThru Consulting</a>.</p>]]></content:encoded>
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