Presenter: Gabe Veach

GivBee Co-Founder

Date: March 1st, 2017

Secure More Support: Inspire and Engage via Event Text Reminders

Agenda •  Welcome

•  Introductions and Bio (Gabe Veach – GivBee Co-Founder)

•  GivBee

•  Texting Usage.

•  It’s here to stay!

•  Myths

•  Strategies

•  Quick Demo

•  Case Study

•  Summary

•  Q and A

Statistics

Texting has evolved into a permission-based communications tool.

•  Read rate -- 95% - 98% of text messages are read within 3 minutes

•  76% of people report that they will check their SMS/Text before an email

•  98% of all SMS messages are opened, versus 20% of emails

•  64% of customers feel that brands must connect with them through SMS/Text

•  A person’s phone number is the only contact point that changes less than 10% over lifetime

Here to Stay! •  We are living in a fast-paced, technology-driven society

•  Mobile fundraising is easy, user-friendly, and requires next to nothing of thedonor or the organization

•  Millenials - It’s been embraced as the number 1 form of communication.

•  You can easily integrate into your existing efforts and/or EOY

Myths •  Text2Give Campaigns

•  Giving amounts are assigned (limited to $5 or $10)

•  Haiti raised $480m

•  High transaction fees (4% to 8% on top of CC fees)

•  Long time to receive funds (approx. 70 days)

•  Donation experience is cold – collecting cash with no engagement

•  Text Blasts – No No!

•  Not Legal

•  No ongoing dialog or relationship with donors

Texting Strategies Develop campaigns that engage your donors, alumni, community

•  Keep donors involved and informed•  Share inspirational stories (eg. videos)•  Raise money•  Recruit volunteers•  Share important news/updates/document links•  Promote events and register attendees

Giving preference and channel

User experience:

1. A person texts your custom keyword to 444-999 or enters their mobile number into a widget on your website. Try a widget here

2. Person receives your custom text message response (The opt-in process happens 1-time only)

3. You’re now able to send the person texts and they can access all kinds of on-demand messaging options:

- Donate- Pledge- Volunteer- Register for event- Watch a video

Donations, pledges, volunteer signups and all other communications are instantly captured into your CRM.

Text “Pulse1” to 444-999

Demo

Opt-In Strategies

•  Register/check-in - events, training, meetings, etc…

•  Giveaways/opportunities/content - for opt-ins only

•  Email/Social - Conduct opt-in campaigns via your other communication systems

•  Sign Up - Make the text opt-in part of other sign up processes or purchase processes (membership/volunteering/classes/tickets)

Story – Gala Event Step 1 – Opt-In Strategy - Event•  Opt-In at Registration•  Handouts on Table TopsStep 2 – Presentation•  Engage Audience•  Powerful SpeakerStep 3 – The Ask (Thanks purchase tickets at a discount)•  During presentation paused and asked to donate through texting•  Raised more than $800 in one minute

Text for Events you can...

•  Send important event news and links to everyone’s pocket, instantly.

•  Use donation/pledging thermometer site to increase donations at events.

•  Add new members, volunteers, or donors through our widget.

•  Alert attendees when a event has changed times or moved locations.

•  View text activity and responses in real time – so you can take action.

•  Delivery text messages to distinct groups (eg. attendees, staff, exhibitors).

•  Conduct real-time Q&A, surveys, contests and voting – all via text.

•  Send post-event texts thank you’s to everyone that opted in.

Events

Website Call for Volunteers – Web widget on website – over 300 volunteers captured in about 3 months.

Part of Everything you do! Call to Action for Events and Monthly messaging•  Home Page - Add the Opt-In widget to homepage and key landing pages on site •  Social Sites masthead (Twitter, Facebook, LinkedIn, Instagram)•  Promote on Social Sites (Twitter, Facebook, LinkedIn, Instagram)•  Add to outbound Email campaigns•  Add to Newsletter•  Add to your Contact Us page •  Work it into your Blog •  Advertising (digital and print ads)•  Event Promotions (posters, t-shirts, speaker announcements, table tents, presentations)•  Printed Materials (business cards, brochures, letterhead, etc.)•  Organization presentations (PowerPoint, videos, etc.)•  Employee email signatures  “Text CRMKids! to 444999”•  Get your Board of Directors on the list and ask for their help/input•  Word of Mouth - Emphasize it when you’re talking to people about your cause

Summary •  Texting is here to stay

•  Its not just text 2 give

•  Strategy for Opt-In campaign is critical

•  Start growing your list now

Q and A