Nurture Fundraisers Using CauseVox, Zapier, and ConvertKit

Fundraising is a crucial part of a non-profits existence. The biggest opportunity for a non-profit is leveraging its community to fundraise on its behalf. The hardest part is maintaining the attention of community members and empowering them to feel confident in their efforts.

For a year now, I've been using CauseVox as my primary fundraising tool for the Testicular Cancer Foundation. I really enjoy CauseVox because it puts a lot of the controls on the admin side, rather than having to go through an account manager or some other contact on the provider side.

Exploring CauseVox Zaps on Zapier

About 6 months ago, CauseVox began teasing their Zapier beta integration. As a Zapier lover and full-blown nerd, I'd been waiting for the integration to go live to see what kind of pathways I would have access related to fundraisers. A few weeks ago, the news came through that the integration was live. Excitement ensued.

The CauseVox options are simple and to the point. Did we A) Get a new fundraiser or B) Get a new donation?

With this info, I can do a lot of cool things.

One of the main features that really (I mean really) expensive fundraising platforms up-charge for is communicating with fundraisers within the platform. Campaign updates, direct emails, drip emails, etc. There's a ton of options.

My first Zap using CauseVox is to bridge the gap between a lack of communicating with fundraisers and using an email marketing platform I live in all day long, ConvertKit.

Using ConvertKit

With ConvertKit, I can create drip email sequences to walk my fundraisers along a series of emails that convey important information, emotion, and reinforce why they are so important to our organization. (Fundraisers...if you are reading this, we love you!)

CauseVox has the ability to send a welcome email, which is fantastic. I haven't yet decided if I will keep this email active or send them all to ConvertKit for the entire email series. (On one hand, it's a safe bet that the email will always send, but on the other hand, I would love to have the open rate and click metrics that ConvertKit provides.)

Creating a Drip Email Sequence

Currently, our email series is broken up like this:

Email 1: Welcome to Fundraising

Email 2: More about CauseVox and tactical points around fundraising (includes link to proprietary PDF about fundraising)

Email 3: Where the money goes / why this is so important

Final Thoughts

I am curious to see how the response is to our new series of emails. With all communications, the last thing you want to do is be over communicative and have someone lose interest entirely. By looking at my ConvertKit open and click rates, I'll see which emails are most effective and which need some fine tuning.

ConvertKit Makes Me a Better Non-Profit CEO

What makes a good marketing email? For years, I thought it was a combination of colors and images, font types and social icons. I remember when Mailchimp released their drag and drop editor in November 2012 and everything changed for the amazing.

Four years later, I find myself running away from what I once worked on so hard on. Sending flashy emails seeking to dazzle constituents. Don’t get me wrong, I still use said editor and send branded emails, but it is my belief we’re on the verge of a new communication style in the non-profit sector that compliments the main email list.

Last year, I stumbled upon Authority & Nathan Barry and immediately went down this author, creator, entrepreneur rabbit hole. (Shout out to Nathan, Paul, Jason et al) While entrenched in Nathan’s drip email sequence about his book, I found myself looking forward to the next email from him. It was a non-annoying batch of emails that added value to my inbox every few days. What I didn’t realize was that he was actually selling me on his product, ConvertKit.

ConvertKit strips away the fancy drag and drop editor and provides you with the ability to send personalized plain-text emails, fast. Gone are the days of the bulk BCC, replaced with the ability to let my network decide on how they want to engage with me, and the organization I run.

With ConvertKit, I can tag subscribers by donation tiers, campaign affiliation, etc. What’s more, I can change up who the email comes from quickly. If I want to send the email from a fellow staff member or Board Member, it’s a two second switch before the email goes out.

What I really love about ConvertKit is that I can create links within the email that allow people to tag themselves using automations. In the past, a subscriber would have to visit a preference page to do what they can now do right from their inbox. By giving people options on what they want to hear about on the front end, I’m reducing the number of people who might go right for the unsubscribe link in the footer. If they do unsubscribe, that’s fine. "Engage or die."

Uncle Ben said “With great power comes great responsibility.” He’s right. As your ConvertKit database grows in size, you have to maintain strict segmentation of messages and resist the urge to send to everyone at once. That’s what your other list is for.

Since implementing ConvertKit, I’ve seen a ton of conversion and interest from my outbound emails. With the built in analytics, I can see who is opening my emails and interacting with them. These insights are helpful when knowing which donors to pursue, or volunteers to activate. As time progresses, I am discovering new and exciting ways to incorporate ConvertKit into my day to day. With CK starting at $29/month, I can’t help but think back to all of the Salesforce add-ons, priced astronomically, to achieve something similar.

What I Wish I Had Known About Email Marketing

Over the past 6 years, I’ve had the honor of shifting and adapting our tech infrastructure at Stupid Cancer. With a nimble team, I’ve enjoyed quick deployments, and minimal consequences if things went awry.

In 2009, I was given a contact list and keys to the email service provider we used back then. Our list was a catch-all of friends, family, and stakeholders. This list was the export of email contacts from our CEO. Knowing what we collectively knew about email back then, we didn’t blink twice when uploading them and sending out our year-end donor appeal.

This particular communication was a blatant ask for donations and not what would be considered a “transactional” email. The email was sent out and several things happened that ultimately led us being booted off the service.

Email Marketing 101

Success in email marketing can be measured in a number of ways, which are sequential in nature. First, you have the percentage delivered. If every single person on your list receives the email, you’ve got a 100% delivery rate.

Let’s say you send the email and an email address has been deleted. This happens when someone changes jobs and the company removes them from the system. This is called a hard bounce. Most, if not all, ESPs automatically remove hard bounces from your list since there is a very slim chance they will be reinstated.

The other issue that can affect deliverability is called a soft bounce. A soft bounce is when an inbox is completely full, the recipient email server is offline, or your email is very large in size. Too many soft bounces can trigger an ESP to consider that address a hard bounce.

When someone opens an email and clicks, that’s known as a click-through. Ideally, the majority of subscribers will open and click. If this number is really low for you, keep reading.

What Actually Happened

In hindsight, we were horrible email marketers. We took a list of emails that we passively accumulated and used them without proper permissions. The contact list had been accumulated over a decade, and many of the work e-mails on the list came back as a hard bounce. This was the first step towards being booted from the service.

For the emails that did make it into our the inboxes of the list, many of them were surprised to get the email. People get defensive about their inbox. Think about it…what was your reaction the last time you got a random email? Ultimately, we skipped a series of communications, known as a welcome series, that would have properly set us up for a donation ask.

The best case scenario when someone receives an unexpected email is that they will take a moment to review look at where it’s coming from. If it’s a person or company they know, they’ll likely open it. For many of the people who received our email, they knew our CEO, but didn’t know why they would receive an email from the organization. It’s easy to think that just because you’ve had an exchange with someone, that you’re welcome in their inbox.

If you email someone who is loosely connected, chances are they are going to take the path of least resistance and hit the spam button. Ideally, they will unsubscribe and honorably discharge you from their lives. If they’re familiar with receiving emails from companies, they could possibly update their preferences page. (This is the best best case scenario)

What We Should Have Done

In our case, we went from a guy with an idea to a company. When the organization came to fruition, we should have started fresh with a blank slate. The mindset of “we should start with something” was the wrong one to have. By implementing readily accessible signup forms and driving traffic to them, we’d have been better off in the long run.

When building out your email program, think of the roles your subscribers might fit into. For Stupid Cancer, we typically use Cancer Survivor, Caregiver, Healthcare Provider, and Advocate (or other). By putting people into four different buckets, we can segment and communicate with each vertical more relevantly. This segmented approach will engender a more focused relationship, and people won’t feel like they’re just a newsletter recipient. If customer roles are well identified, you can go crazy with allowing people to self-select what’s most important to them.

Once you’ve got people on your mailing list, make sure you empower them with the ability to decide how much or how little they hear from you. Your preferences page is an important part of your email program as it can be the difference between someone unsubscribes or not. More and more, I’m seeing companies offering the option to receive less emails.

Moving Forward

Once you’ve got some momentum in your email marketing campaign, you can really begin to leverage the data within it. As people open your email, their Geolocation is stored. You can use this to segment to people in a certain location. At Stupid Cancer, we use this to promote local events. If it’s a New York City event, we will promote within 5 or 10 miles. If it’s a Cody, Wyoming event, we’ll promote within 200 miles.

By taking a responsibly curated and more segmented approach (vs the traditional batch and blast), you’ll have higher open rates, more click-throughs, and happier subscribers.

What You Can Do

If you’re somewhere in between where we were and having issues. You may want to consider having your list cleaned. Depending on the size of it, you can pay a fee and have the list scrubbed of hard bounces, as well as role-based emails. Role based emails are bad because they aren’t attached to a person, and can drive down your open rates.

If you’re looking to increase overall deliverability, you can utilize the services of an ESP like Kevy, who ensure that you are properly set up that Internet Service Providers like Gmail, Yahoo, or Hotmail know that the email is sent from a trusted source. Using ESPs that have less checks in place will result in your emails ending up in the spam folder.

Final Thoughts

Sending mass emails is a big responsibility. If you lose the trust of your subscribers, it is nearly impossible to regain it. Furthermore, personal contact information should be highly guarded and never considered to be leveragable for third-party financial gains or frequent and poorly planned communications.

How a Rebrand and Paid Facebook Ad Yielded Over 340,000 Likes

In the beginning

Getting people to pay attention to you is hard on any platform. For the I’m Too Young For This! Cancer Foundation (aka i[2]y Cancer Foundation), growing the social footprint didn’t have a clear path.

Back in 2009, well before Facebook Pages rose to the level of significance they have now, i[2]y had a very modest showing. The page URL wasfacebook.com/stupidcancer and the page title was i[2]y Cancer Foundation.Obviously, this configuration was problematic from the get-go.

In April 2010, Facebook converted Fan Pages into Like Pages and brands began ramping up their efforts to engage with Facebook users.

It wouldn’t be until 18 months later that we decided to rebrand I’m Too Young For This! Cancer Foundation/i[2]y from its dual persona to a much more resonant and less syllabic “Stupid Cancer.”

This was an exciting change for us but posed a question. Should we continue on with the ~15,000 likes on the page as is or should we reboot?

With some serious luck, we were able to get in touch with someone at Facebook who changed the page name on our behalf. We felt like we had won the social media lottery.

The Catalyst

Once the name was changed, we hit the ground running. Through another instance of serendipity, Dr. Brad Love’s University of Texas Integrated Communications Campaigns class had chosen to do their class projects with Stupid Cancer as the focus. The class was fully aware that we had just rebranded and this was a blank canvas opportunity for them to come up with some really great work for us to utilize moving forward. We offered up a few verticals, including helping with our newly minted Facebook strategy, offline outreach, etc.

Honestly, we weren’t sure what to expect from the students. What they came back to us with at the end of the semester was nothing short of genius.

Like us to give cancer the bird.

Deployment

The ad was simple, yet effective. Their presentation was straight out of a Mad Men episode. As soon as they said it, we looked around and nodded our heads. The more we thought about it, the more we fell in love with it.

Being the nimble organization that we are, we put the ad into rotation right after the Skype call ended. We were thrilled when Facebook approved it. Not knowing much about advertising on Facebook, we set a $10 daily limit and watched to see what would happen.

We could have never predicted what would ensue. Not only did we have a more ‘likeable’ Facebook page, but now we had a killer ad. It was the perfect one-two punch we didn’t know we needed.

The Results

• 4/28/2011–11,500

• 5/20/12–22,000

• 7/8/12–30,000

• 9/30/12–40,000

• 11/11/12–50,000

• 1/8/13–60,000

• 4/6/13–70,000

• 6/2/13–80,000

• 7/8/13–90,000

• 8/12/13–100,000

• 5/14/14–160,000

• 7/7/14–200,000

• 11/7/14–250,000

• 10/9/15–310,748

Over the past 3.5 years, we’ve turned the ad on and off periodically. Once we began to gain traction with paid likes, the organic ones followed. We planned a ‘100,000 Like’ party for a Friday night and had to throttle it up when we stalled at 98k the day before.

To date, it’s the only real ad spend we’ve had. For the majority of the ad campaign, we’ve spent $.10 per like. This has equated to about $1,250 per quarter since Q2 2012.

We halted the ad this summer. There’s no telling if we’ll turn it back on anytime soon. We are typically motivated to do so by being close to the next 25/50/100k interval.