NetSquared CiviCRM User Group Meetup May 27 2014
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Tips for thinking about and utilizing the data you collect about your constituents and supporters. Presented in the context of the open source CRM, CiviCRM.org but generally applicable. http://civi.cc/cividc http://www.meetup.com/net2dc/ http://civicrm.org How to add value to your contact list and target your outreach efforts.
NetSquared CiviCRM User Group Meetup May 27 2014
- 1. Michael Z Daryabeygi Ginkgo Street Labs http://ginkgostreet.com 202-400-3911 @ginkgoMZD (twitter / LinkedIn / #CiviCRM IRC / ginkgostreet.com)
- 2. Understanding your supporters for increased engagement.
- 3. Community Driven & Open Source A little about CiviCRM.org
- 4. Community Driven & Open Source Stores info about your supporters A little about CiviCRM.org
- 5. Community Driven & Open Source Stores info about your supporters A team player - a clearinghouse for your data ecosystem A little about CiviCRM.org *
- 7. Civi Contact Record - Summary (Custom Data) - Activities - Relationships - Groups Storing your Data *
- 8. What do you want to know about your Supporter? Storing your Data
- 9. What do you want to know about your Supporter? - Interests and Preferences Storing your Data
- 10. What do you want to know about your Supporter? - Interests and Preferences - Capabilities Storing your Data
- 11. What do you want to know about your Supporter? - Interests and Preferences - Capabilities - History Storing your Data
- 12. What do you want to know about your Supporter? - Interests and Preferences - Capabilities - History - Roles and Relationships Storing your Data *
- 14. - Your Campaigns Interests & Preferences
- 15. - Your Campaigns - Types of participation Interests & Preferences
- 16. - Your Campaigns - Types of participation - Contact Preferences, where, when, how Interests & Preferences
- 17. - Your Campaigns - Types of participation - Contact Preferences, where, when, how - Personalized (prefixes, pronouns) Interests & Preferences
- 18. - Your Campaigns - Types of participation - Contact Preferences, where, when, how - Personalized (prefixes, pronouns) - Visibility of their data (to your staff, your volunteers, other supporters) Interests & Preferences
- 19. - Your Campaigns - Types of participation - Contact Preferences, where, when, how - Personalized (prefixes, pronouns) - Visibility of their data (to your staff, your volunteers, other supporters) - Currency or means of giving financially Interests & Preferences *?
- 20. Capabilities
- 22. - Volunteer availability - Volunteering interests Capabilities
- 23. - Volunteer availability - Volunteering interests - Skills or Certifications Capabilities *?
- 24. History
- 25. - How and when did you get their contact info? History
- 26. - How and when did you get their contact info? - What events have they attended? History
- 27. - How and when did you get their contact info? - What events have they attended? - What is their giving history and pattern? History
- 28. - How and when did you get their contact info? - What events have they attended? - What is their giving history and pattern? - How frequently have they participated History
- 29. - How and when did you get their contact info? - What events have they attended? - What is their giving history and pattern? - How frequently have they participated - How have you contacted them? History *
- 30. - Other data within CiviCRM - Integrated Website (CMS) - Integrated Services Linking with other Stores *?
- 31. Before you decide how to store your data its useful to know how it can be usedused and think about how it will be collected.collected. Storing your Data
- 32. How does CiviCRM facilitate collection?
- 33. - CMS form integrations How does CiviCRM facilitate collection?
- 34. - CMS form integrations - Special-purpose forms How does CiviCRM facilitate collection?
- 35. - CMS form integrations - Special-purpose forms - API for coder extension How does CiviCRM facilitate collection?
- 36. - CMS form integrations - Special-purpose forms - API for coder extension - Click-tracking for email How does CiviCRM facilitate collection?
- 37. - CMS form integrations - Special-purpose forms - API for coder extension - Click-tracking for email - Imports/Uploads How does CiviCRM facilitate collection? *
- 38. Using your Data
- 39. Segmentation What is it? Why do we do it? Using your Data
- 40. - dont treat all supporters the same Using your Data - Segmentation
- 41. - dont treat all supporters the same - know what they are ready to act on Using your Data - Segmentation
- 42. - dont treat all supporters the same - know what they are ready to act on - target your messaging Using your Data - Segmentation
- 43. - dont treat all supporters the same - know what they are ready to act on - target your messaging - target your efforts and measure the results Using your Data - Segmentation *
- 44. Smart Groups and Groups Using your Data Segmentation
- 45. (Static) Groups - Allow for arbitrary (explicit) group membership Using your Data Segmentation
- 46. (Static) Groups - Allow for arbitrary (explicit) group membership - Allows for a group-hierarchy (sub-groups or implicitly included groups) Using your Data Segmentation
- 47. (Static) Groups - Allow for arbitrary (explicit) group membership - Allows for a group-hierarchy (sub-groups or implicitly included groups) - e.g. Board Members and committees Using your Data Segmentation *
- 48. (Dynamic) Smart Groups - A Saved Search Using your Data - Segmentation
- 49. (Dynamic) Smart Groups - A Saved Search - Based off of contact properties, so auto-updates membership Using your Data - Segmentation
- 50. (Dynamic) Smart Groups - A Saved Search - Based off of contact properties, so auto-updates membership - Sorts your supporters as you learn about them or their info changes Using your Data - Segmentation *
- 51. Use groups for targeted mailings or other types of contact Using your Data *
- 52. Select segments by contact properties - Giving History - Event participation - Demographics or preferences Using your Data *
- 53. The 3-Steps - Target - Sample - Measure Using your Data
- 54. A/B Testing - Upworthy mantra: Write 25 Titles - Select sample groups - Measure success of versions of your message Using your Data
- 55. Using your Data
- 56. Same rules for other channels of engagement - Target - Sample - Measure Using your Data *
- 57. Before you create a custom field... Planning Data Collection
- 58. How well does it support creation of groups? - Free-text not very useful for segmentation - What is the degree of difficulty of obtaining the data? Planning Data Collection
- 59. Registrations, Donations, Email clicks, triggered api logging vs. - Required filling out a form (website or paper) - Parsing out by staff - Have to implement new infrastructure Planning Data Collection
- 60. Better strategies for gathering data: - Hold an event, and see who shows up - See who registers, even if they dont show up - Which program link in an email do they click? - Other suggestions?... Using your Data
- 61. More ways to collect data - Campaign - Surveys - Events - Volunteer - Donations - Phone Banks - Canvassing
- 62. Thank You! Michael Z Daryabeygi Ginkgo Street Labs http://ginkgostreet.com 202-400-3911 @ginkgoMZD (twitter / LinkedIn / #CiviCRM IRC / ginkgostreet.com)