Crafting a Constituent Relations Technology Strategy with CiviCRM
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Transcript of Crafting a Constituent Relations Technology Strategy with CiviCRM
![Page 1: Crafting a Constituent Relations Technology Strategy with CiviCRM](https://reader031.fdocuments.in/reader031/viewer/2022022419/5486d69db4af9f07508b4652/html5/thumbnails/1.jpg)
Crafting a Constituent RelationsTechnology Strategy with CiviCRM
August 28, 2014
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● Introduction● Theory● Practice● What next?
Agenda
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Frank J. GómezGinkgo Street Labs
http://ginkgostreet.com1-888-223-6609
@GinkgoFJG(Twitter / Skype / #CiviCRM IRC / GitHub)
Who Is This Guy?
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● Free as in beer● Free as in speech● Highly customizable● Built by and for nonprofits● Excellent breadth● No data silos
Why CiviCRM?
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THEORYTHEORY
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Understanding your supporters for increased engagement.
Theory
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Before you decidehow to storestore your data
it’s useful to knowhow it can be usedused
and to think abouthow it will be collected.collected.
Theory
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What do you want toknow about your supporters?
● Interests and preferences● Capabilities● History● Roles and relationships
Theory
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● Your campaigns● Types of participation● Contact preferences: where, when, how● Personalization (prefixes, pronouns,
nicknames)● Visibility of their data (to your staff, your
volunteers, other supporters)● Currency or means of giving financially
Interests & Preferences
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● Volunteer availability● Volunteering interests● Skills or certifications
Capabilities
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● 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
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● Who is the main contact for a partner organization?
● Which contacts are in the same household and thus share membership benefits?
● Which staffers are involved in a particular client's case?
Roles and Relationships
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BREAKOUTBREAKOUTLeading constituents up
the ladder of engagement
Theory
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SegmentationWhat is it?
Why do we do it?
Theory
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You Asked For It...
● Don't treat all supporters the same● Know what they are ready to act on● Target your actions and messaging
Theory - Segmentation
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The 3 Steps
● Target your actions● Measure outcomes● Refine and repeat
Theory - Segmentation
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BeforeBefore you createa custom field...
How well does it supportcreation of groups?
● Free-text not very useful for segmentation● What is the degree of difficulty of obtaining
the data?
Theory
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PRACTICEPRACTICE
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SegmentationHow do we do it?
Practice
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Constituent Actions
● Contributions● Memberships● Events● Activities
Practice
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Practice
Ways to Collect Data ● Events● Volunteer● Donations● Surveys● Phone Banks● Canvassing● Email stats● Campaigns
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Practice - Mailing Stats
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CiviCRM Contact Record
● Summary (core and custom data)● Activities● Relationships● Groups
Practice
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Smart Groups and Groups
Practice – Segmentation
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(Static) Groups
● Allow for arbitrary (explicit) group membership● Allows for a group-hierarchy (sub-groups or
implicitly included groups)● Can be used for mailings and access control
lists● Example usages: board members and
committees
Practice – Segmentation
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(Dynamic) Smart Groups
● A saved search● Based off of contact properties, so listings are
auto-updated● Sorts your supporters as you learn about them
or their info changes● Can be used for mailings
Practice – Segmentation
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Feature TourShow me how CiviCRM does...
Practice
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WHAT NEXT?WHAT NEXT?
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Try the Demo!
http://demo.civicrm.org
What Next?
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More Learning Opportunities
● User Summit – Sept 12 in DC● Developer Training – Sept 13 in DC● Code Sprint – Sept 14-18 in Jefferson, MD● Read the book! http://book.civicrm.org
What Next?
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Frank J. GómezGinkgo Street Labs
http://ginkgostreet.com1-888-223-6609
@GinkgoFJG(Twitter / Skype / #CiviCRM IRC / GitHub)
Thank You! Keep in Touch!