Business Process Automation (BPA) is the application of technology to replace recurring, manual tasks, allowing organizations to focus on more strategic initiatives. This can include automating email communications, membership renewals, payment processes, hiring and onboarding as well as many other functions of an organization. Implementing BPA can help organizations improve efficiency and save time and money.

Here are a few of the most impactful benefits of automation:

• Better Customer Service – Business process automation can help organizations keep track of member inquiries and requests, ensuring that each one receives prompt attention.
• Improved Data Management – When it comes to data management, automation is key. By streamlining your data entry and retrieval processes, you can improve efficiency and accuracy across the board.
• Reduced Operating Costs and Increased Efficiency – By automating repetitive or time-consuming tasks, organizations can free up time to focus on more strategic initiatives. As a result, automating key processes can help organizations operate more effectively and save on labor costs in the long run.
• Improved Communication – By automating email and text messages, organizations can ensure that their members are always up-to-date on the latest news. In addition, organizations can use automated systems to track member activity and gauge interest in specific topics. This information can be used to tailor communications and ensure that members are receiving the information they need. 
• Greater flexibility – In today’s rapidly changing world, organizations must be able to respond quickly to new challenges and adapt their processes accordingly. Automating key processes can help organizations to become more agile and responsive. 
• Improved member satisfaction– When organizations make it easier for members to access the information they need, they are more likely to be satisfied with their membership experience.
• Stronger relationships with vendors and partners- It is easier to develop strong working relationships with vendors and partners when associations have streamlined processes.
• Better data for decision making – By automating data collection and analysis, associations can make better-informed decisions about their operations.

A business process automation (BPA) application can provide your association with a number of benefits, including increased membership engagement, better customer service, improved data management, reduced operating costs, increased efficiency, greater flexibility, and improved member satisfaction. If you’re interested in learning more about how a BPA application could benefit your organization, please don’t hesitate to contact us. We would be happy to discuss the options available and help you find the perfect solution for your needs.

What is Pardot? Or what is Marketing Cloud Account Engagement? (Pardot’s new name)

In today’s digital world, all organizations realize the need to have robust Marketing Automation Software. Marketing automation software allows you to automate your marketing processes, streamline workflows, and track campaign results. In addition, it can serve as a central marketing database, allowing you to provide tailored, segmented, and timely marketing to your customers.

Marketing automation software can assist you in determining the effectiveness of a campaign as a whole. There are several software solutions out there, but Salesforce Pardot (or Marketing Cloud Account Engagement – as Salesforce renamed their product) is one of the most popular. So, in this blog, we are taking a closer look at one of the best marketing automation tools available in the market, Salesforce Pardot.

What is Pardot/ Marketing Cloud Account Engagement?

Pardot is a lead-generating and nurturing system. It is a Salesforce solution that allows businesses to analyze and assess the efficacy of their communications, acquire insight into user behavior, and tailor content across campaigns depending on a variety of parameters. As a result, you can be sure that you’re interacting with the correct person at the right time and in the appropriate tone when you use Pardot.

Salesforce Pardot provides a 360-degree view of all prospects in various industries and helps organizations generate more leads, boost sales, and complete transactions.

Pardot is now ranked sixth in market share, with over 85,000 websites using it daily. Moreover, by 2024, the B2B automation market will have nearly quadrupled from its current level of 3.3 billion USD. As a result, it is essential to understand the several benefits of Pardot to select the most refined automation platform among the numerous options accessible.

Benefits of Pardot

• Track your return on investment (ROI) to improve your marketing efforts – With configurable and sophisticated reporting, you can calculate the true ROI (return on investment) of all marketing initiatives. The platform assists you in gaining insight into which marketing campaign brings in new business so that you optimize your marketing efforts accordingly.
• Email marketing – Use the easy email editor to connect with customers. Using customization strings, automation rules, dynamic content, and customer profiling, create segmented lists personalized to the exact specifications. Also, use email SPAM analysis and A/B testing to see which material resonates with customers and optimize it.
• To increase your revenue, you can look at success in context – B2B marketing dashboards with custom Wave and visual reporting make it possible to see success in context and make immediate modifications to increase income. It also allows the user to acquire fresh insights into how well campaigns are doing to maximize marketing efforts.
• Includes the benefits of Salesforce – There are several advantages to using the Salesforce-Pardot interface among the various marketing automation solutions. Salesforce allows sales reps to examine Pardot data and send Pardot emails. A task in Salesforce is also triggered when a lead score hits a certain threshold. As a result, experts agree that Pardot’s actual value rests in its integration with Salesforce.
• Prospect tracking gets better with time – Pardot uses IP look-up software to track in-depth, progressive prospect tracking of website visitors and monitoring social media, Google AdWords, and webinars.
• Helps you understand the sales funnel – The Lifecycle and Engagement reports provide a high-level picture of the sales cycle, showing how your leads are moving through the funnel.
• Allows you to nurture your leads – It’s simple to modify content by taking a list of prospects and running a lead nurturing campaign with templates for emails, forms, and landing pages.
• Lead grading and scoring are differentiated – To improve sales productivity, Pardot differentiates between lead grading, or who is of interest to the organization, and lead scoring, or who is interested in the items.
• Benefits of integrating sales and marketing – Pardot’s various capabilities link with all firms’ sales and marketing operations to help them develop a super-strong sales funnel and reap the benefits of sales and market integration.
• The sales cycle is shortened thanks to automation – Pardot’s automation allows users to do certain marketing and sales operations without relying on manual labor to shorten the sales cycle.

You can find a detailed analysis of the benefits of the Marketing Cloud Account Engagement  here

For Salesforce clients searching for a B2B Marketing Automation platform, Pardot/ Marketing Cloud Account Engagement is the obvious choice. Pardot is appealing to new users as a detailed product and easy to learn. In addition, it is connected with Salesforce’s core functions, and because of its low pricing point, it is accessible to many enterprises. So, with Pardot, give your marketing efforts a boost right now.

Data security and data privacy are commonly used interchangeably, but though they are linked, they are distinct terms that serve different scopes.

Difference between Data Security & Data Privacy

Confidentiality, availability, and integrity of information are used to describe data security. It’s all about the policies and procedures businesses put in place to safeguard personal data against unauthorized access, data breaches, cyberattacks, and unintentional or deliberate data loss. Data security guarantees that data is accurate and trustworthy and that only authorized people can access it. Resilient data storage technologies, encryption solutions, data erasure, data masking, physical and logical access controls, breach response, and multi-factor authentication are all part of a data security plan.

The policies that regulate the collecting, storage, sharing, and use of Personally Identifiable Information (PII) and private firm data, on the other hand, are related to data privacy. Data Privacy refers to the rules and regulations that ensure that personal or confidential information is protected according to the individual’s preferences. Companies that retain or handle PII are now subject to a greater range of privacy standards and regulatory compliance requirements under data privacy regulations such as GDPR, CCPA, and HIPAA. Failure to protect the privacy of PII and other highly sensitive personal information can result in fines or even criminal prosecution under these laws.

Understanding the relation between Data Security & Data Privacy

Although enterprise data security may be effective and reliable, the techniques used to collect, store, and share that data may be in violation of the privacy policy.

For example, a company might protect data by encrypting, disguising, and appropriately accessing it. However, if it collects such information unlawfully, such as without the agreement of the individual involved, the organization has broken data privacy laws, even if data security is not compromised.

As a result, businesses must realize that data security may be achieved without sacrificing data privacy, but data security, on the other hand, cannot be achieved without data privacy.

Ensuring Data Privacy & Data Security

Concerns about personal information and sensitive data and their loss can result in company disruption, considerable reputational harm, and regulatory fines. By implementing effective security measures and adhering to the accompanying privacy standards, businesses can avoid unplanned business interruptions.

Both internal and external policies are required for a comprehensive data privacy strategy. An external policy educates clients, customers, and shareholders about the types of data the company collect. An internal policy establishes what the company and its workers can do with that data.

A comprehensive data security strategy should assist the company in addressing the mounting issues of safeguarding today’s complex computer systems. Understanding where data is kept, identifying who has access to it and blocking harmful behaviors and suspicious file transfers are all part of the process. In addition, a data protection strategy that allows businesses to deal with both structured and unstructured data makes the job easier.

Conclusion

Even though data privacy and data security are sometimes used interchangeably, they have a more synergistic connection. A data security policy is implemented to safeguard data privacy, the same as a home security system protects the privacy and integrity of a household.

When a company is entrusted with its customers’ personal and sensitive data, it must implement a robust data security policy to safeguard that information.

Automated Journeys are a key capability of marketing automation tools for associations. These journeys can be thought of as a detailed map showing the experience a customer or member will have with your organization. One of the primary reasons for moving to a new tool is the inability of the legacy platform to successfully automate critical journeys, such as a lead nurture campaign or a new member onboarding journey.

Working with clients over the last two years on marketing automation implementations, I have developed a lot of tips and tricks to share that you can use when you start to configure an automated journey. Read on to check out some of the most useful strategies!

Send Times

Depending on the tool, you can send journey emails during a specific time frame, or even allow the system to determine an optimal time. For example, Pardot allows emails sent through a journey to be delivered within a 6-hour time frame or longer. You cannot tell Pardot to only send between 9am – 10am, for example, since it requires a minimum of 6 hours for sending.

On the other hand, Marketing Cloud can send journey emails at a specific time. Depending on the number of email recipients, people may not all receive the email exactly at 9am – it may not be until 9:05am until they are all sent (that is a non-issue in most cases).

Additionally, Marketing Cloud and the Einstein add-on will send journey emails at the best time, based on the open history for a specific contact. The following chart shows optimal send times based on data from Salesforce Marketing Cloud.

When determining send times, it is imperative to not only evaluate your data, but also take external factors into account. Business hours do not just have to be during the 9am – 5pm work day. Instead, think about what hours your members conduct business with your association. For example, if you send emails primarily to a member’s work email, the standard business hours would likely be the right choice. However, I once worked with a client whose members were surgeons that were very busy during the normal workday, so the client decided to send emails only on the evenings and weekends.

Wait Times

When configuring a journey, all marketing platforms will allow for a wait time between steps. While this seems straight forward, wait times can be a bit tricky, so it is important to understand what the options mean.

For example, you want to wait two days to see if the contact opened an email. One option is for the system to continually “listen” if the email is opened. When the contact opens the email, they immediately move on to the next step, whether that happens 30 minutes after the email is sent or a day and a half later. With this option you can see that contacts will move through the journey at different rates depending on how quickly they opened an email.

A second option is to give the system a vacation for two days and at the end of two days, it checks who opened up the email. In this option, all contacts in the journey move forward at the same time. Systems with this flexibility are generally more helpful when it comes to covering various use cases for your association’s automated journeys.

Exit Criteria

A lot of times when thinking about journeys, people think of only the entry criteria. That is important, obviously, but do not forget about exiting the journey. Should everyone who enters the journey go all the way through the journey, or should they exit early for some reason?

The classic example I hear is an event invitation journey. You send multiple invites to an event, but if someone registers after the first email, you do not want them to receive a second or third invitation. Another example is asking members to renew their membership. If they renewed, then you do not want to continue sending them reminders.

In Pardot, you could have an entry list of everyone you want to invite to the event. Your next step would be to build a dynamic list of everyone who has registered for the event, and then use that as a suppression list in the journey. That way, if someone registers they get added to the suppression list, which means they no longer receive invitations.

In Marketing Cloud, you can use a function called Exit Criteria , instead of a suppression list. If at any point in the journey the Exit Criteria are met, then the contact is removed from the journey.

Pausing Automations

It is important to understand how to update your journeys. Maybe you want to change email content or the flow within the journey. In some marketing automation platforms you need to pause the journey to make those changes. Make sure to understand what happens when the journey is paused.

Typically contacts within the journey are frozen in time. Therefore, if users are on day two of a five-day wait step, when you unpause the journey a week later, they are still on day two. Therefore we recommend that journeys are paused only temporarily – one day at most!

Repeating Automations

There may be some journeys that you want a contact to repeat. For example, you might want the user to complete a form on the website to access a white paper. In the journey they are automatically sent an email with a link to the PDF download. If the contact submits the form multiple times, they should receive that follow-up email multiple times as well.

Depending on the platform, you can decide if a contact is allowed to repeat the journey and how many times they are able to repeat. Also, there may be instances where someone is in the journey, but then they qualify again to be in the journey. Do you want the same person in the journey twice at the same time or not? There are very few use cases where this is needed, but if that use case is specific for your association, then make sure the marketing automation platform you use has that ability.

fusionSpan Is Here For Assistance!

Looking to get more ROI on your Marketing Efforts? Want to understand why your members have a low engagement rate? fusionSpan is here to help take your organization’s marketing to the next level!

Reach out to the fusionSpan team for best-in-class Digital Strategy consulting and solutions!

Many associations want to quantify how engaged their prospects or members are with the organization. While this is ideal, many associations do not have an integrated system that can look at how the user engages across multiple platforms – web, marketing, and CRM. Various marketing tools have the capability of scoring users based on engagement, but the key is to track engagement across platforms.

Pardot Scoring

Pardot, a marketing tool owned by Salesforce, offers a “score” for each record. A score in Pardot is a numerical value assigned based on a prospect taking action. We measure that action as implicit interest in your product or service.

Scores are automatically assigned to prospects when they are created. Scores constantly change based on activities and interactions and show how engaged your prospects are with your marketing materials. As people interact with the activities like opening an email, clicking on a link, completing a form, etc., the score increases. Pardot even provides a scoring system that you can customize.

The Pardot Score lifecycle chart shows the prospect activities, and how their score has changed over time. In the chart below, you can see an example where a member had a lower level engagement for about a year, had a rapid engagement increase for a few months, and then level off again.

Pardot Scoring Model

Pardot assigns default values to prospect-initiated activities. These are already set up in the Pardot account as the baseline scoring model. The default scoring aspects are based on the email open, event registered, form view, webinar registered, etc. The model can be customizable to suit your association’s requirements.

The default scoring model is as follows:

Organizations of different sizes and processes will likely use different scoring decay methods. For example, if an organization has a shorter sales cycle, they may choose to decay scores after 30 days of inactivity, while longer selling cycles might need a 6 month delay before any prospect score decay happens.

For scoring decay, automation rules can be used to change the overall Pardot score or scoring categories. In the example below, if a prospect hasn’t opened an email in 30 days, then their score is decreased by 5.

Scoring Categories

The final concept around scoring in Pardot is the use of scoring categories. These are used to score prospects on more than one product or business unit. To begin this process, you will assign a scoring category to a folder. When prospects interact with assets in that folder, Pardot creates a separate prospect score for the category.

Assigning a scoring category to a folder will consider all assets (including assets in subfolders) in the category score. You can assign the same scoring category to multiple folders, but each folder can have only one scoring category.

An interaction with an asset will count towards the scoring category assigned to that asset’s respective folder. For example, a form submission on a landing page is attributed to the scoring category assigned to the landing page’s folder.

As an association in an increasingly digital world, providing value to members through online-content is essential. However, it can be difficult to determine whether or not that value is truly being delivered without knowing how users are interacting with the content on your website.

By using Google Analytics, associations can measure return on investment, identify which digital strategies are successful, and understand what content is delivering the most value to members and non-members alike. The way that visitors interact with content on your website will either validate or invalidate your idea of what is valuable about your association and the services that you provide.

Let’s take a look at how Google Analytics can help inform your association’s digital strategy:

1. How Are Users Getting to Your Website?

Determining where users are coming from can help inform where your association’s marketing efforts are most successful, as well as areas that can use improvement. For instance, if most visitors land on your website through Facebook, that may be an indicator that your current social media strategy is successful.

However, you may also notice that your site is not getting a lot of traffic through organic search. That could mean that your website’s Search Engine Optimization (SEO) needs improvement. This type of information is extremely valuable and can be used to ensure that marketing budgets are allocated to the best-performing channels.

2. Which Pages of Your Website Are Receiving the Most Traffic?

Using Google Analytics, you can easily view which pages of your website attract the highest number of users. If you notice that some pages are receiving significantly more traffic than others, it may prove useful to incorporate certain design and content elements from successful pages more frequently throughout the site.

High traffic on a particular page may also have to do with how users are getting to that page. Perhaps one news post on your site was viewed significantly more than others, and the source (AKA medium) for that traffic was email. It may be that a link to that particular post was included in an email to members at the time it was posted. This knowledge may help inform a decision to focus more attention on email marketing campaigns.

3. How Long Are Visitors Staying on Your Website?

The length of time users stay on individual pages – or on your website in general – is a simple but crucial metric. Google Analytics breaks these visits into what they call “sessions.” As defined by Google Support, “A session is a group of user interactions with your website that take place within a given time frame.”

With Google Analytics, you can keep track of users’ average session duration that comes to your site. According to Databox, most digital marketers report an average session duration of about 2 to 3 minutes. If users spend less than 2 minutes on your site before leaving, it may be a good idea to review which pages have the lowest session duration and experiment with content updates on those pages.

In today’s age of social media and digital transformation, email is often overlooked as a marketing tool to effectively use to reach members. Email campaigns are an inexpensive option for associations to reach a large group of members and are even still relied upon as the primary form of communication.

One email marketing tool that fusionSPAN’s Digital Strategy team assists clients with is Mailchimp. Though it may seem to be one of the more inexpensive marketing tools, Mailchimp is one of the more commonly used platforms throughout the association space due to its ability to automate marketing efforts and provide users with the ability to design creative and interactive email templates.

At its core, Mailchimp is an all-in-one marketing platform that shares emails, ads, and other messages with audiences. These email messages are referred to as “campaigns” when created in the platform. Campaigns provide flexible settings and design options, as well as tools that help users build and create the best email templates for their target audience. 

Getting Started in Mailchimp

It is important to understand the skill set required to create email campaigns in your organization’s Mailchimp platform. By default, you can create campaigns using Layouts, Themes, and Code Your Own Templates.

Layouts and Themes are two easy-to-use features, as they include drag-and-drop content blocks consisting of various options. They do not contain complex code and are rather easy to maintain.

On the other hand, the Code Your Own feature, which is also called import HTML, import zip file, or paste in code, requires the Mailchimp user to have a strong working knowledge of Hypertext Markup Language (HTML) and Cascading Style Sheets (CSS). Learning the required HTML and CSS can take a long time for team members that do not have a basic understanding of computer programming languages.

Therefore, if associations want to leverage custom HTML features (which is the preferred method for organizations sending frequent and/or complex communications), they need to have a team member on staff who knows HTML and CSS well or leverage a partner such as fusionSPAN.

Five Ways to Improve Your Emails

When creating a new campaign, users can add designs either via drag-and-drop templates or through a coded template of their own. Let’s explore the five best practices that the fusionSPAN team recommends to improve your next email marketing campaign!

1. Understand Content Blocks in Regards to Layout, Theme, and Code Your Own Templates

Email templates and landing pages can be easily created in Mailchimp with drag-and-drop content blocks, available in both Layout and Theme templates. There are a variety of content block types for users to implement when creating email campaigns, such as text boxes, RSS feeds, dividers, images, buttons, signup forms, and more! Content blocks are designed to be easy to use and can be dragged horizontally or vertically throughout your email template to provide the required outcome. In fact, depending on the content block, there are various styles and settings features to allow for even more customization of your content.

It is important to keep in mind that custom coded email templates do not contain the drag-and-drop content blocks. Creating a Custom HTML email is not much different than coding a website, as the same design tools are used to produce your result. Using Mailchimp’s template language, users can add editable regions to their custom coded email templates.

To get started creating custom email templates, you will select the “Code Your Own” template option. Code all structures using the table element. For more complicated layouts, you should nest tables to build complex structures. Remember that leveraging the Code Your Own feature will require a front-end designer with an intermediate working knowledge of HTML and CSS.

2. Use Background Colors in Your Template Designs

Mailchimp email structure is divided into three basic parts: header, email body, and footer. When designing campaigns, you can actually assign different background colors to each part of your email. By default, the Mailchimp content blocks do not allow you to assign a background color to the full content block, and will always keep some default padding. 

In terms of HTML, coding all structures using the table element allows users to nest tables to build complex structures. The background color can be customized in each of those table element structures/content blocks. Having background colors implemented throughout your email will help differentiate sections and create a more attractive design. 

3. Insert Buttons To Share Links

The Button content block creates a button in your email that links to a website or file to download. Buttons are a great way to call out a particular link that you want readers to click, drive visitors to a particular product on your online store, and more.

The drag-and-drop Button block allows for various alignment, width, and style options to most effectively design a call-to-action in your email. In fact, the Style tab allows you to adjust settings for the border, corners, background, font, font size, and padding. Keep in mind that you can not use custom padding for a button you insert, as it will assign the same amount of padding to the top, right, bottom, and left side. Additionally, you can not use any icon or image under the button style.

In terms of HTML customization, button width is dependent on the amount of text inside of the table cell. Within the cell, you can design your button coded to your exact requirements. Users can code custom padding, icons, or images for buttons in their email campaigns. While it is sometimes difficult to edit the custom HTML button within Mailchimp, it allows for more customization that an image or drag-and-drop content block would.

4. Leverage Social Media Icons

To make the most of your Mailchimp email template, you will want to give your readers a way to share what you have sent and interact with it on social platforms. The social follow content blocks will give you the option to add social profile links to your email or page, whereas the share content blocks will allow readers to share your content on social media. Like buttons, inserting social media icons will allow you to create more interactive content for your readers. As with other content blocks, the social follow and share content blocks allow for a variety of design and display options within the style and settings tabs. Furthermore, creating custom email templates via code allow you to use a wide range of social icons and can be easily adjusted as your campaign design requires.

5. Don’t Forget About Mobile Responsiveness

Mobile responsiveness is an incredibly important yet often overlooked aspect of marketing campaigns. Chances are a good portion of your audience views your emails on a mobile browser, and could very well make up the majority of your email viewers depending on the target audience.

By default, Mailchimp campaign templates use responsive design to adjust the layout of your campaign to appear correctly on any device. Each content block in the Campaign Builder includes a Mobile Styles section, where you can change designs as your campaign requires. However, not every device handles responsive code the same way, which in turn can make your campaign appear slightly different on mobile format than in a web browser. This is where having an HTML and CSS expert is not so much of a want as a need.

Contact fusionSPAN for More Assistance!

As you can see, Mailchimp allows for a great deal of customization on top of their out-of-box templates. Users have the choice to build emails and pages using drag-and-drop content blocks on a variety of templates or have the option to build out completely customized content of their own via code.

While the standard templates and designs would work for some basic communications, building out any sort of complex email or page requires a significant amount of HTML and CSS knowledge. For more complex or frequent communications, a custom HTML design would be a much better fit for any organization looking to deliver the most value to members. Don’t hesitate to reach out to our talented Digital Strategy team here at fusionSPAN for more resources and assistance!

In closing, consider adjusting your expectations and evaluate what is really important in the long run. That’s a commentary on both communication and life in general, but in regards to communication, decide which metrics are meaningful right now and lower expectations for responses or interactions. A lot of us are overwhelmed, and, while you want to know vital communications are being received, it is also possible your recipients are buried under the tidal wave of information we are all wading through right now.

Meanwhile, be safe, be well, and wash your hands.

How Can I Use Website Tracking Data for Marketing?

If your association is using a marketing automation tool like Pardot, Marketing Cloud, HubSpot, or another tool, then tracking a visitor’s interaction with your website, along with the email behavior provides an important view of potential or existing members.

For example, let’s consider Jonah, who is interested in model cars. He completes a form on the model car association website to subscribe to a weekly newsletter, which is available to members and non-members. He consistently opens and reads this newsletter, which is tracked in the marketing automation tool. After a month or so he visits the Membership Benefits page of the website. A third-party cookie from the marketing automation tool captures that visit and links it to his profile, along with a membership sales rep being notified. If the website hasn’t been updated with the “SameSite” attribute, then this key piece of information would be missed!

A journey can then be triggered based on the newsletter engagement and the membership interest signal. This journey may include emails with more detailed information about membership benefits, a special membership discount, or limited-time access to member content. Dynamic content could be included in the emails based on what other interactions Jonah has had on the website.

Bringing together information from multiple channels, such as email and web in this example, allows associations to further refine their marketing strategy to increase overall engagement and membership participation.

How it Works:

On a daily basis, Sheila receives emails from Pardot highlighting which prospects have most recently interacted with the website or completed a form. Due to the success of the campaign, she has limited time to get into the granular details of email sends. Instead, she utilizes fusionSpan to help create, test, and send emails to prospects. The Digital Strategy team at fusionSpan recently helped redesign how email preferences are managed and capture why prospects unsubscribe from emails. fusionSpan also created landing pages for historical emails that are part of an email series so that prospects can easily go back and review what they may have missed.

Pro Tip:

Sheila recommends that associations spend a significant amount of time at the beginning of implementation to thoroughly develop nurture engagement programs based on segmented lists.

Sheila welcomes the strategic guidance that fusionSpan provides and the Digital Strategy team is truly appreciative of how she pushes the boundaries with her ideas and desire to use the full capabilities of Pardot.

fusionSpan listens, understands my needs, responds quickly, and gives me more than what I ask for. They are a true partner and I value their capabilities. – Sheila Mitchell

To first install GTM onto your site, you may first need some development help to install the GTM code snippet to your site.

Once GTM is installed on your website, you can create new tags and triggers through the GTM dashboard without having to touch your website’s source code.

Key parts of Google Tag Manager

Once you are set up with a GTM account and installed the code snippet on your site, you can use the GTM dashboard to configure tags, which you can set up to collect specific information and send to Google Analytics.  You can establish triggers that cause your tag to fire when certain events occur and use variables to simplify and automate your tag configurations.  Tags are snippets of code that are added to a site to collect information and send to a third-party, such as Google Analytics.

A collection of tags, triggers, variables, and related configurations installed on a given website or mobile app is called a container.

Reading Your Analytics

Once you’ve deployed your first set of tags, simply go to your Google Analytics dashboard and on the left-hand side, navigate to Behavior > Events to see your event tracking results.

Part 2 of fusionSpan’s conversation with Elizabeth Engel and Anna Caraveli about their recent white paper: Leading Engagement from the Outside In: Become an Indispensable Partner in Your Members’ Success. Here we dive further into what steps association’s can take now to become more member focused.

Did you miss part 1 of the conversation? Make sure to check out here!

Ms. Engel is CEO and Chief Strategist at Spark Consulting. Dr. Caraveli is a managing partner at the Demand Networks, and author of a recently published a book called The Demand Perspective: Leading From the Outside.

The Ice Bucket Challenge gave people options. While most who were challenged dumped a bucket of ice water over their heads AND donated, the Challenge was specifically constructed to require participants to do only one. So you could give if you had the means. And if you didn’t, you could still help spread the word about the issue. Does your association provide a variety of ways for people to be involved, or do you have to volunteer only in certain ways? Do you have to donate only in certain ways? Do you have to be a paying member to participate?

The Ice Bucket Challenge didn’t originate from a brainstorming session or strategic planning retreat at the ALS Association. Although the full history is a bit more complicated than the heartwarming story we’ve all heard featuring Pete Frates, it wasn’t an association-generated program. What is your association doing to solicit unique, creative, and interesting ideas from your members and other audiences? Your staff and volunteer leaders don’t have a monopoly on good ideas, and you don’t own the association – your members and other audiences do. Create a way for your members and audiences to be heard, and the best place to start is reaching out on social media!

What about you, Gentle Readers? Has your association changed anything about the way you operate based on the overwhelming success of another organization’s great idea? Share your experiences in the comments.

Check out Aaron Wolowiec’s recent blog post featuring “10 strategies your association can immediately implement to boost the reputation of its signature events and, in turn, its bottom line.”

Has your association conducted a communication audit within the last three years? More specifically, are your meetings and publications teams working together to ensure your association’s events are effectively marketed?

If your events suffer from stagnant or declining attendance, sponsors or exhibitors – or if you have difficulty securing quality speakers – the answer lies not in a silo, but rather in your team.

See Aaron’s post as he elaborates on the ten strategies: Branding, Differentiation, Value Proposition, Voice, Brevity, Channels, Testimonials, Images, Sample Content, and Volunteers.

Dear Betty:

Should everything we offer (webinars, events, discount cards, publications, etc.) be included with membership? Or should members have to pay an additional fee for some of our programs, products, and services? Should everything also be available for a fee to non-members? Or should some stuff not be offered to non-members at all? How do we know who should pay what for what?

Gentle Reader:
The answer is yes.

I know, not very helpful.

Yes, membership should generally include at least some of your programs, products, and services. Yes, members should pay for some things separately. Yes, you should offer some programs, products, and services to non-members. Yes, some of those should be offered for a fee – and some should be offered, even to non-members, for free.

How do you know what should go in which category?

First of all, you do need to offer some stuff for free to non-members. Even if it’s something as simple as a weekly “news of the profession/industry” enewsletter or the occasional free webinar, you have to give them some way to start getting to know you. That’s the beginning of their ladder of engagement, and you need that ladder, because you can’t ask them to marry you (join) before you’ve even been on a date.

Many of the programs, products, and services you offer to members should also be offered to non-members for a fee, and when you’re also charging members, likely for a higher fee than members pay. Remember, according to The Association Law Handbook, 4^th edition:

…services of an association or other nonprofit membership organization must be available to those who would be competitively harmed if denied those services because they are not members. (p. 262)

And remember:

 [n]onmember charges for services should not be set so high as to deliberately compel joining the organization. (p. 263)

So of course, you’ll want to offer member and non-member rates for programs like your annual conference and your professional development and continuing education offerings. Anything that a reasonable person could argue provides a competitive advantage needs to be available to non-members.

Turning to members, how do you know what should be included with membership and what should be offered for an extra charge? Associations are all over the map on this. Some, generally associations operating on a free or freemium membership model, include very little and offer pretty much everything as an upcharge. Conversely, some associations offer the opportunity to choose a “concierge” type level of membership that allows members to write one BIG check and then participate in anything they want to. Most fall somewhere in the middle.

How should you decide?

Programs with low costs, particularly that most members use, are naturals for inclusion in membership. An association I used to work for chose to do this with our online job listings. The staff time to process the listings for display online was more than covered by the listing fees employers paid, so we included free access with membership, and found it had a terrific impact on our retention rate for student and young professional members.

Programs with high costs, or that few members use, are naturals for being offered for an extra fee. The classic example here is your annual conference. Between the facility costs and the speaker fees and the A/V and staff support and the food and beverage, your annual event is probably not cheap, and at least for most associations, a relatively small percentage of your members attend. If you suddenly increased everyone’s dues by $1000 a year and included an annual meeting registration with membership…well, I’ll let you try that first, and do let me know how it turns out.

Most things aren’t that obvious, though. So how do you choose?

You have to ask your members what they think and look at how they actually behave. List all your programs, products, and services, and ask members what are the three or five that are most important to them. Look for patterns of behavior. What do lots of people use? What do few people use? What are the associated costs and revenues of popular and less popular programs? Is there another way than participation fees to generate revenue? When you’re developing something new, ask members about pricing options in a way that forces choices: “Would you buy this new thing at price X? Price Y? What if it were included with membership, at the cost of giving up one of our other membership benefits? What would you sacrifice? What if it were included with membership, and the cost of membership increased by ZZ amount? Which option do you prefer?” Look for opportunities to bundle items or pre-sell: “Include this year’s monthly webinar series with your membership and get 12 months for the price of 10.”

This is always going to be an inexact science, governed by tradition, by the norms and history of your association, and by your members’ experiences with the other associations they belong to. But working with your members to put together a package of benefits that best supports them in their professional goals and to help them invest their resources with your association in the most effective way possible is a good place to start.

What about you, Gentle Readers? How do you decide what to offer to whom at what price?

Dear Betty,

At the request of our Board, our association recently worked with a consultant to evaluate our membership structure. The consultant strongly recommended increasing our dues rates. I’m worried about the impact this will have on our retention rate. How do I explain an increase in dues to our members? How do I ease the blow for them?

Anonymous

Gentle Reader,

You know that old saying that the only two things in life that are certain are death and taxes? As any association professional knows, they left one thing off the list: dues increases. They’re a fact of life in associations, but that doesn’t mean your members are going to like them.

Some of how you handle this depends on how large the increase is and how satisfied your members are overall with the association. If it’s a small increase (either small dollar figure or small percentage) and your members are enthusiastic about your association, they may not even notice or care all that much. In other words, don’t assume you have a mountain here – you may just have a molehill.

But what if the increase is large, or your members’ attachment to you is a little…squishy? What can you do to help prevent a mass exodus when your dues rates increase?

First of all, your consultant had good reasons for recommending the increase. Which of those can you share with your members?

Related to that, what are your plans for the additional revenue you will raise? Are you going to use it to improve customer service? To upgrade your website? To create a sophisticated mobile version of your magazine? To launch a private member community? Share that vision. Don’t be shy about asking your members to invest in creating an association that will serve them better.

As an example, at a previous association, we created a new top category of dues on our income-based sliding scale specifically to offset the cost of better programming and greater outreach to students and new professionals. We were shocked at how many members voluntarily upgraded to the top category when we knew for a fact, due to our salary survey, that they did NOT earn that much.

What is the ROI (return on investment) of your members’ dues? One would hope that for $XXX in dues, they receive $XXX+ in value and benefits. Create an online interactive ROI calculator where members can plug in the value of the benefits they use and see how that compares with the dues they pay. Caution: only do this if the calculation is favorable for the vast majority of your members. And if it’s not, it’s time for a little soul-searching.

Another question for you to ask yourself is: “Is there anything we’re currently charging for that we can include in membership?” You’ll be charging more, but your members will also be getting more.

As an example, in the mid-1990s the association I worked for produced a print monthly newsletter of all open positions in the profession. When we took it online in the late 1990s, we made the online version free to all members, with the print version still available for a slightly higher subscription fee (we covered the rest of the cost of the online version via a slight increase in the non-member price to list jobs). We did this at the same time as we instituted a dues increase and saw our retention rate go up.

In a more tactical sense, don’t hit your members with the full increase all at once. Much like the District of Columbia does with property tax increases, set a percentage cap on increases (something like “no more than 15% per year”), and let members adjust into the new rates over the course of a few years. One of my clients is in the process of doing this right now as part of a larger dues model change, and they are experiencing good results.

Finally, to avoid the entire “large dues increase” problem in the future, switch to small annual increases. After the first year or two, it’s highly likely your members won’t even notice the increase from one year to the next. This is a tactic I’ve used repeatedly with both association employers and clients over the years, to good effect.

What about you, Gentle Readers? What advice can you share about easing the pain of inevitable dues increases?

Sure you’ve heard of it, but what exactly is a press release? What is its purpose and how do you write one? How do you go about distributing this document once it’s been written? These questions are all going to be answered over the course of my next few posts.

At the heart of the matter is what is a press release and why do we create one? According to Collins English Dictionary, a press release can be defined as: an official announcement or account of a news item circulated to the press.  That’s only sort of helpful.

What is a press release?

To further explain, think of it like this: when your organization has something newsworthy to share with the world, for example a groundbreaking study your association is publishing, you would draft a press release to disseminate this information to media that would be the most likely to cover this study.

One thing to keep in mind about a press (also known as news) release is that that it needs to be a newsworthy story. Here are some elements to making sure your release is newsworthy:

• Timeliness: You want to ensure that your story contains new information and will not be old news by the time the media receives your release.
• Impact: The story detailed within the release should affect the journalist’s audience.
• Uniqueness: Your story should be different from other stories that could be considered similar.
• Conflict: There should be some sort of clash between people and/or forces (potentially nature).
• Proximity: Your story should have the ability to be localized to the target audience of the journalist’s you reach out to.
• Celebrity: If applicable, including a celebrity of some sort will be a sure way to draw more attention to your story.

I’ll delve further into the varying aspects that need to be included in a release in my next post, and show you how to take it from good to great.

Why a press release?

To answer this second question, the simple answer is: it’s the best way to distribute a story you want the media to pick up on your organization. Sure there are other ways to get a story out, but the press release allows you to give more detailed information and craft the angle you would like the media to represent when telling your story. The ideal scenario is one where the outlet you send the release to republishes at least part, if not all, of your release; however, republishing press releases word-for-word is extremely rare.

I hope this has cleared up any uncertainty on what a press release is and why we use them. In my next post, Part 2, I’ll address how to craft a release. If you would like to know anything else on releases, or have suggestions on other media-related items you would like to know more about, please be sure to use the comments section below!

Dear Betty:
As we move into 2014, what trends should small staff executives be paying particular attention to? What do we need to focus on next year?

Gayathri Kher,
President, fusionSpan

Gentle Reader,

It is that time of year, isn’t it? Every December we find ourselves bombarded with trend lists: trends in marketing, in social media, in content, in content marketing, in social media marketing, in content marketing with social media, in technology, in marketing technology, ad infinitum ad nauseam.

It’s overwhelming for everyone, but, I think, especially for small staff executives. Many of these lists seem neither relevant nor even possible when you’re running an association with modest resources.

So what are some trends small staff association executives can and should think about as we turn to 2014?

Relationship

The top posts from the Spark blog from 2013 include:

• Is It Time for a New Model of Membership?
• Why Is Membership the Only Relationship?
• Do You Know How to Be a Member?
• Association Alumni Networks

Do you notice a theme? They are all about our relationships with our members and other audiences, or their relationships with each other and with us. And relationship is one area where small staff associations have an edge. Small staff usually means relatively small membership and highly engaged volunteer leaders. Your members truly think of themselves as a community. Think about how you can use that strong sense of community to contribute to achieving your mission in 2014.

Mission

Speaking of, if you review ASAE’s 2008 Decision to Volunteer study, one of key points that stands out is that upcoming generations are willing and enthusiastic volunteers, but they seek different kinds of volunteer experiences that their elders, focused meaning, impact, and “getting it done.” In other words, they are mission-driven volunteers. Think about your mission and what about it inspires people, and use that to draw in people who care deeply and are strongly motivated to make a difference. Examine everything you do through the lens of: “how does this contribute to achieving our mission?” If the answer is, “it doesn’t,” you know what to do.

Culture

As the saying goes, culture eats strategy for lunch. I quote from the eponymous Fast Company article by Shawn Parr:

“Culture is a balanced blend of human psychology, attitudes, actions, and beliefs that combined create either pleasure or pain, serious momentum or miserable stagnation. A strong culture flourishes with a clear set of values and norms that actively guide the way a company operates. Employees are actively and passionately engaged in the business, operating from a sense of confidence and empowerment rather than navigating their days through miserably extensive procedures and mind-numbing bureaucracy. Performance-oriented cultures possess statistically better financial growth, with high employee involvement, strong internal communication, and an acceptance of a healthy level of risk-taking in order to achieve new levels of innovation.”

Think about your culture. Is it creating “serious momentum” based on “clear values” that produce passionate, empowered, engaged employees? Is it encouraging growth and innovation? If the answer is no, a good place to start in making it better is with Humanize, an outstanding book by Jamie Notter and Maddie Grant that looks at how organizations with open, trustworthy, generative, courageous leadership make the most of the people who power them.

If you are going to jump on one tech trend in 2014, make it mobile. You do not need an app, but your website MUST render correctly and your e-commerce functions MUST work correctly on smartphones and tablets. This is non-negotiable. According to Business Insider, worldwide, more people own a smartphone than a PC at this point, and tablets are gaining rapidly as well.  Think about and plan for how you’re going to shift your online presence to accommodate that in 2014.

What trends do you, Gentle Readers, see impacting small associations in 2014 and beyond?

Dear Betty,

The end of the year is approaching fast, and we’d like to take advantage of that to run some kind of holiday campaign. We know we’re getting a late start, but is there anything we can still accomplish in the remaining weeks?

Name and association withheld upon request

Gentle Reader,

According to Blackbaud’s 2012 Charitable Giving Report, fundraising organizations bring in nearly 18% of their annual revenue in December. Combined with November, when many end of year fundraising campaigns kick off, it rises to 26%. For online giving, a growing contributor to fundraising, holiday campaigns bring in 30% of the year’s revenue.

Clearly, end of year fundraising = big money.

However, this being mid-December, you are running a little late to start thinking about an end of year campaign. So the first thing I want you to do is to bring up Monday, August 4, 2014 in Outlook and make a note to yourself: “Start planning 2014 end of year fundraising campaign.”

I know it seems crazy to start thinking about a holiday campaign during the dog days of summer, but that’s when you need to start planning to make sure you’ll have your campaign ready to go. You’ll want to focus on:

• Building your email and postal mail lists
• List hygiene
• Collecting personal stories to accompany your appeals
• Putting together your creative brief and collecting compelling images
• Creating a highly specific call to action (i.e., “Your donation of $100 buys X specific thing that helps solve the problem we’re addressing”)
• Creating and testing-testing-testing your landing page
• Lining up a major donor or corporate supporter for a matching campaign
• Creating your schedule of appeals
• Setting your fundraising goals (total dollar amount raised, number of donors, average gift, etc.)
• Planning how you’ll take advantage of #GivingTuesday
• Figuring out how you’ll incorporate friend-raising
• Determining how you’ll thank and recognize your donors

I also recommend signing up for John Haydon’s e-newsletter. He’s a fantastic resource for non-profit marketing, with a strong focus on fundraising and social media. Go ahead and do that now.

But again, it’s already mid-December. Is it too late to do anything?

No! There are two simple campaigns you can run in the waning weeks of 2013.

1. A year-end sale. According to Hubspot’s “47 Stats for Remarkable Holiday Marketing,” more than 60% of people would share a link to a holiday coupon or contest on Facebook, and nearly 40% tweet about offers and deals. Also, over 40% of people visit websites directly to learn about holiday deals, particularly in advance of Cyber Monday. Now is a great time to offer deals in your online store to your most loyal supporters (which also helps you clear out inventory if you need to).
2. Speaking of loyal supporters, the holiday season is a fantastic time to recognize and thank them. Your donors mostly hear from you when you’re asking for money, or when you’re thanking them for a specific donation (and asking for more money). On the scale of relationship-building, that puts you at the level of the teenager who asks Mom for $20 to get lunch and never gives her back any change (speaking from experience here). The holidays are the perfect time to show that your organization has matured a little and can say “thank you” without an outstretched palm.

So Gentle Readers, what other creative suggestions do you have for building relationships with supporters during the holiday season?

Communication skills are important to all aspects of life, including work. It doesn’t matter if your expertise is in political science, economics or journalism – everyone needs to be able to communicate. This means anyone within your organization can be tapped to work on your organization’s social media campaign.

How do you find the right person within your organization?

First, get to know your staff’s social media skills. If you already have a staff member who has a personal Facebook, Twitter, LinkedIn or blog, chances are they enjoy social media and may take an interest in handling it for your organization. They will also have the experience to hit the ground running, rather than requiring training.

Second, get a sense of your staff’s workload. Can this person take on another task in addition to their current commitments? You want to be fair and not overwhelm one person, while someone else may be looking for additional responsibilities.

Third, does this task fit in with your staff’s duties? If you have a marketing department, social media would fit perfectly into their bucket of projects. Alternatively, it may make sense for your organization to assign the writing task to a membership coordinator or assistant and have an IT person actually post the message. Maybe you have a staff who attends a lot of meetings and conferences where their involvement in social media would give your organization more exposure, for example through live tweets.

Finally, the most important quality to look for is the “want.” This person should want to do this or at least want to learn how. If the desire is not there, this project will not succeed in the long term. If the person who has the knowledge is unavailable because of a crazy workload, for instance, assign the expert as a backup to support someone less knowledgeable but with the desire to learn. This will create a collaborative team that will bring lots to the table, as well as get the job done!

Dear Betty,

We have a lot of non-members at our conference. I mean A LOT: 43% of our annual conference attendees are non-members. The thing is, the majority of them are active members of their regional chapters (we know because we asked). Why don’t they want to join us, too? What can we do to entice them to become members of the national association?

Name and association withheld upon request

Gentle Reader,

Are you sure you want them to join? Looking at your registration and membership rates, it appears that, at least for most of your membership categories, the cost of non-member registration is actually higher than member registration plus an individual membership. If all those non-member registrants were to join, it appears you’ll experience a revenue decline.

Are they sure they want to join? As I wrote recently in the Spark blog, we tend to give priority to the member relationship, but it’s not the only relationship we can have with our audiences. Stakeholders can be attendees, presenters, subscribers, authors, book purchasers, volunteers, etc. without being members. Perhaps these non-member attendees prefer one of those other roles for reasons that have nothing to do with your association or its membership offerings.

But maybe you do want them to join and don’t mind about the revenue loss, and they would want to join if only they knew. Now what?

I assume some chapter members are national members. You need to find out what’s different about them relative to the chapter members who aren’t national members. What makes that group of chapter members unique? If you can mine your data and identify that, you will know which chapter members are good prospects for national membership, because not all of them are. One initial clue: what will their employers pay for? Many employers who will pay for professional development related registrations and travel will not pay for professional memberships. If that’s frequently the case, you’ll need to try to find a creative way around that.

Also, how easy is it for people to figure out what’s the best deal? If I’m a chapter member who’s decided to attend your annual conference, and I’m on the registration page of your website, I might think, “Hmm. That’s a pretty big price difference between the member and non-member rates. I wonder what membership costs?” But if I have to go hunting around the site to find the rates, figure out which of your rather lengthy list of options is the appropriate membership for me, figure out how to do two transactions, and wonder how long I’ll have to wait to qualify for the member rate, I might just skip it, again, particularly if my employer is paying.

A better approach would be something like:

Someone selects the non-member rate, so the registration form dynamically populates or creates a pop-over with something to the effect of: “Did you know that you can join our association right now for $XXX and register for the annual conference at the same time at the member rate of $YYY, saving you $ZZZ off the non-member rate? Click here to find out more….” Clicking would send her to a combined join and registration form, where she could do the whole thing in one simple transaction

Of course, once you’ve gotten that new member to join in order to qualify for the discounted conference rate, the question becomes: how do you keep her if she decides not to attend your conference again next year? But that’s a topic for another post.

Have a question for our membership and marketing expert, Betty? Leave a comment below or email .

Your repeat attendees are wonderful — they love you and you love them.  But, that familiarity can create a bubble that seems impenetrable to outsiders. Don’t let this happen to your event. Embrace your newcomers — make them feel special and welcomed.

Track Attendance Records

Make sure you keep good track of attendance. Use this information to tailor your message for different attendee groups — regular attendees, occasional attendees, and first timers.

Market to Potential Newcomers

Show potential first timers that you’re interested in them by devoting resources to them on your website’s registration page and in your outreach materials. You want newcomers to know that you’re ready to help them navigate your event for their best benefit.

Welcome Newcomers Right Away

As soon as you identify first time attendees, welcome them into the fold with some tips for how to get the most out of your event. If you can do this before the event – even better! Let them know the flow of the meeting, from where to pick up their badge, where the main socializing areas are, and where to find out about any ancillary networking events.

Give Newcomers Recognition

Offer to identify newcomers on their badges, but don’t pressure them, since not everyone wants to be called out. Appeal to repeat attendees to greet newcomers, and let them know how to find them. If you have the space in your program, host a reception that can help newcomers mingle with the most active participants of your group, which will help them to become more engaged participants themselves.

Guide for Newcomers

The more practice you give to your newcomer welcoming strategy, the more it will be appreciated. Publish a guide for newcomers with all of the materials you’ve created. You can include this guide with your registration packets and in your program and mobile app, and returning attendees may even find this useful.

Have other ideas about how to engage newcomers? Let us know in the comments!

Trying to get the attention of the media can seem like a daunting task, especially when you have minimal to no staff dedicated to this. But even with limited funds or staffing, it is still possible to get the media attention that you crave. Below are three ways to get started:

Hosting or attending an event

While the prospect of hosting an event might sound overwhelming, it doesn’t have to be. You certainly need to dedicate time to ensure it is an event that people want to attend, but it does not need to be big or fancy. Perhaps you host a small cocktail hour at the office or a working luncheon.  This gives you the opportunity to invite and engage media and other organizations you might want to work with. This also provides a great opportunity to control your messaging.

On the flip side of this is attending events. Research what types of conferences or events are occurring in your area so you do not need to travel. This will help keep costs down, especially since conferences can be pricey to attend. Additionally, this provides another opportunity to encounter people you might want to partner with and engage media.

Work on building relationships

Relationships are important in both your personal and professional life. And while creating and maintaining relationships might seem like an obvious thing to do, it still amazes me how many people do not do this. I’m not saying you need to be best friends with everyone and call them on the phone every day, or even every week. But as long as you are making the effort to keep in touch and not only reach out when you need something, your connections will be more open to helping you.

Have a good story

As stated above, relationships are critical to getting the type of coverage you want, but even if your best friend is the managing editor of The New York Times that does not mean your story will run. If your story is not interesting or newsworthy to the general public, who your best friend is won’t matter.

I work with many different types of organizations and they all think their story is the next greatest thing. Maybe that’s true, but most of the time it’s not. Managing expectations is important, as well as using common sense.  Think about the trade outlets and journals your organization already works with or subscribes to. Those will be a good starting point for trying to get your story out there, and specifically to the people who will be most interested. After that, work on developing a good local angle and start reaching out to your hometown media.

All of these steps are interconnected and vital to getting the type of media coverage you want. And while none of this will happen over night, you can start taking steps now so that when you have a story you want to share, you will have the relationships and basic tools in place.

Send Alexi comments or questions on how to engage the media at .

Basic as these tenets may seem, it is truly stunning to see how many organizations manage to lose sight of these essential elements as other pressures mount around efforts to achieve underlying specific dollar or participation goals that may or may not have been developed with the larger picture in mind.  These challenges aren’t unique to smaller organizations.  Similar challenges exist in many big and seemingly well-resourced organizations, where institutional complexities and secondary “noise” can pull precious resources in multiple directions—and away from their core goals.

But, some would say, “Aren’t dollar, market penetration, and participation measures what really count anyway?”  Indeed, they are often the hard, easily identifiable metrics for all the world (including bosses, boards, etc.) to see and quickly grasp.   They matter for these obvious reasons, but the point is that just delivering on these quantitative numbers may or may not indicate qualitative strategic mission success—or reveal an imbalance, as is more often the case.   I suggest you can find your own best way to achieve this equilibrium; if you do, many more metric and impact successes will follow.

It’s not easy to keep the big picture front and center in your organization.  In small shops, many hats are worn by few and times of big crisis (or good news) can swallow the entire team in response.  It requires great discipline, often the courage to reiterate (and sometimes alter) priorities with top leadership or your manager depending on your role.  You have to have the professional and personal confidence to step out of the trenches periodically and take larger stock of your particular association’s real state of affairs.

Here are some types of questions you can start asking:

• Are our fundraising priorities coming out of and feeding back into our top goals as an organization?  Or are they only somewhat related (even ancillary), feeding one person or group’s pet program because it’s always existed?   Is that the highest and best use of our development team or others’ time?

• Who are our real constituencies, their needs, and related opportunities?  Are our goals based on serving the largest (or most important mission-wise) swath of our constituencies possible?  If so, how?

• Have we articulated clearly why we need the money or other resources, such as volunteering, contributing services, content, and so on?  Remember, resources with a little “r” all can carry value if you need them– often with great financial worth– if you stop to think about it.

• Are we allocating our development resources optimally?  Can volunteers help leverage our small staff, ad budget and so on (priceless)?  Who can we tap into as our larger team in the field? (hint: there are so many options)

And I’m sure you can think of many more that fit with your particular association’s unique needs! (Share your questions in the comments section below.)

In a successful venture, regardless of sector, these questions and their answers are openly and repeatedly discussed across the organization, clearly articulated and understood by all stakeholders.  They’re also thoughtfully reviewed on a regular basis– not just every so many years when the next major strategic planning effort may occur.

When it comes to development, YOU own this piece—no matter what role you may play in the operation.   This includes bringing to the same table “bottom-up” key tactical efforts (which we’ll address in the future around messaging), creating opportunity, facilitating others’ efforts, ongoing stewardship, and broad engagement.

Most of all, you must drive realistic expectations that still stretch everyone (including your board and senior leadership) to think out of the box.   They must buy-in to a truly collective effort and be encouraged to “give” in all ways possible.   Once this full cycle is embraced and ingrained in your  constituents’ culture, you are more likely to have an energized, bigger team on your side— and a far better chance of achieving success.  Good luck!

Click here to see Part 1 of this article.

Next Month:  Delivering the Goods on Your Development Plan 

It’s a delight to contribute several guest blog posts here on fundraising tips & tricks for associations, especially the many small organizations who face a myriad of support and resource challenges.

Today’s initial thoughts start at a high level, because as important as tactics and execution can be (future topics), I believe the most important factor in your success is effectively crafting, clarifying, and communicating your association’s strategic vision so that it translates to an optimal development road map.   You may not realize this is also a part of the development team’s collective job description (whatever your role), but it is absolutely key!  Everything starts (and ends) here.   It’s an iterative process, with your leveraging thought leadership at the top of the organization– as well as informing strategy from the bottom-up—based on the true realities of your market position.

It sounds pretty basic, right?  Well, maybe.  We’ve certainly heard some of these themes before, maybe even preached them ourselves.  But, finding the way to translate this philosophy into an integral part of your entire organization’s fundraising ethos and support system that is clearly understood, embraced—and then articulated– by all on your team can often be your biggest challenge.

And your team includes the entire “community” that makes up your organization and a host of stakeholders, often with their own interests in programs, resource needs, and so on—within and outside your association.  Many associations remain fundamentally built on a membership model, which inherently carries some level of say and ownership in how it does things.  The trick is to leverage this as a strength that helps you optimize development results to achieve ONE strategic vision that, hopefully, many constituencies have had a say in crafting.

Every organization should engage in a commitment to “disciplined development” that is first and foremost driven by its board and senior leadership.  This ensures engagement and financial goals are focused with laser clarity on:

1. Strategic Mission.
2. Organizational Priorities (what they are and equally what they are not).
3. Fully aligned tactical fundraising execution road map based on concrete market assessment data.

Tune in next week to see Part 2 of this article on Association Fundraising for Success: Embrace the Big Picture and learn the important questions you need to start asking. 

Questions? Leave a comment below!

We are a 109-year-old organization and, while our members are not quite THAT old, they are aging and, as a result, our membership growth has stagnated. With the renewed interest in genealogy due to some recent popular television shows, we think we have an opportunity to reach out to a younger, more tech-savvy crowd. How do we get them to visit our website and maybe even join?

Illyce MacDonald, Membership Director, National Genealogical Society

Gentle Reader,

As you point out, genealogy has burst back into the popular consciousness due to shows like Genealogy Roadshow (PBS), Who Do You Think You Are? (NBC/TLC), and my personal favorite, Family Tree (HBO – I just love Christopher Guest!). How can you use this pop culture moment to generate interest in your association?

Your website is your face to the world, and encouraging people to visit is a good place to start. I did a Google search, and, while NGS does appear on the first page for “genealogy” (which is good), you do not appear high in the listings for searches on “family tree” or “family trees” (which is less good). So the first thing I would recommend you look at is Search Engine Optimization (SEO). SEO is a constantly shifting landscape, as search engines and spammers engage in an ongoing war of attrition. There are many ways to approach SEO, from some simple steps you can take immediately to a larger-scale assessment of your complete content strategy to hiring a specialty firm. One good place to start is with Google’s Search Engine Optimization Starter Guide, which, just like it sounds, is a fantastic way to familiarize yourself with key SEO concepts and how they might impact your site. Pay particular attention to the role of social media content in improving your SEO.

Once you come up in the listings, people have to click to your site. I want you to look at something:

This is the first page of listings from the Google search on “genealogy.” What do you notice? Many of those other site descriptions are far more exciting than yours. Make sure your public messages encourage action and invite people in.

Once people arrive at your website (http://www.ngsgenealogy.org/), then what? It’s a pretty typical membership-focused site: buy our book, come to our conference, join. In other words, it’s inside-voicey (a very common problem for membership associations). If I saw an episode of Who Do You Think You Are?, thought it was cool, searched Google for genealogy, clicked on your link, and came to your site, what would I find there that’s for me?

You need to capture that lead by offering something, likely for free, that person would be sufficiently interested in to be willing to provide some limited contact information (just name and email address at first) to get it. By doing so, They’ve taken the first step on the ladder of engagement. Now you have a lead you know is interested, and you own their contact information.

Your next job is to fill in more rungs on that ladder that encourage them to develop a deeper relationship with you. Just as you wouldn’t ask someone to marry you on the first date, the first thing you ask a new prospect to do shouldn’t be to join your association. She needs to get to know you before she decides to commit. How do you do that? That, my friends, is the subject of another post.

What about you, Gentle Readers? What other suggestions do you have for Illyce to help her capitalize on the current cultural spotlight on her association’s reason for being?

The “Dear Betty” column appears twice a month on the Small Staff – Big Impact blog.  Have an association membership or marketing question for Betty? E-mail  and your question could be featured!

You have to get the word out about your event, and chances are you should have started your marketing campaign a few weeks ago. Don’t fret! This article will give you the inspiration to get your marketing right on track.

Identify Themes Right Away

Use your last event for guidance. What themes came up that your attendees feel need to be addressed next? Even if the themes evolve through the planning process, having something to start with will help keep the message relevant.

Identify Keynote Speakers Soon

The sooner you can identify keynote speakers and the topics of their talks, the sooner you trumpet how awesome your event will be. Market early, and market often.

Motivational Deadlines

Deadlines are necessary for proper planning to establish how many people are coming, but more attendees means more revenue. You can increase your attendance by leaps and bounds If you plan your early registration deadline as a motivational deadline. After the first deadline passes, you can announce an extension that will help you capture all of the people who were on the fence about signing up but who let the deadline slip past. This technique works especially well for events that have a submission component, such as a paper or an abstract.

Exhibitors and Sponsors

A whole article will be devoted to building exhibits and sponsorships (so stay tuned!), but in the context of promotion, you have to let your prospective attendees know who’s coming, and who’s endorsed your event. Not only can these endorsements help catalyze prospective attendees, the exposure is good for the vendors and they’ll thank you for it.

Promote, Promote, Promote

You can’t win at promotion if you don’t promote. Early and frequent outreach to your membership and potential attendees is crucial. If you’re not emailing them at least once a week, you’re not doing it enough. Make sure your subject lines carry as much information as possible, and make sure you’re not just repeating yourself. You identified your themes and your keynote speakers early. You know who your exhibitors and sponsors are. You have several deadlines to promote. There is plenty of material available to keep things fresh on a weekly basis. That said, don’t be afraid to repeat key parts of your message from time to time. Your material evolves as the event planning proceeds, so even a repeated deadline reminder can carry a paragraph about why a certain speaker is important to your industry, even if you’ve already told your audience that she’s coming.

How do YOU win at meeting promotion? Let us know in the comments section below.

Dear Betty,

I’m at my wit’s end! I can’t tell you how often my members tell me they don’t know the dates of our conference, had no idea our Board elections were coming up, didn’t see our call for volunteers, didn’t know that we had a career center, have never heard that we have chapters, and the like. I could swear we’ve mentioned all these things many times. How do we get our members to read the communications we send out? What can we do to improve our communication with them?

 – Rachael Hodgen, Membership Support and Technical Assistant, National Association of Consumer Bankruptcy Attorneys

Gentle Reader,

Ah, the traditional lament of the association membership professional: “My members don’t read!” Raise your hand if you’ve heard this.

Now raise your hand if you’ve SAID this. (Everyone’s hands should be up by now.) And we can all also relate to hearing, “I didn’t know you did X! I really need that!” from our members…ALL THE TIME.

OK, so we’ve all been complaining about this for years. Our members have no idea what we offer them and what we’re doing to educate them isn’t working.

What do we do to fix it?

Many organizations, in an attempt to be all things to all people (or due to the temptation of all that tasty, tasty non-dues revenue), have larded up our membership “benefits” with so much tangential ‘stuff’ that our members can’t focus on the stuff that will actually help them fix their professional problems. Not to single out a particular industry, but while royalty revenue from your credit card program is nice, is it worth losing your members’ attention over the things that really matter to them and to you? Oh, and ONE call to action per communication, please. If you ask them to do too many things at once, the Paradox of Choice tells us they’ll likely choose to do nothing.

Inside Voice. How much do your members need to know about the internal workings and arrangement of your association to find stuff? If the answer isn’t “zero,” you need to rethink how you present information. Your members don’t care that the professional liability insurance you offer them lives in your financial services department, which they have to access under Member Services –> Other Services –> Affinity Programs. What does “affinity program” even mean to someone who’s not an association professional?

Spray-n-Pray. Are you targeting the particular needs of particular members, or are you still broadcasting everything to everyone? Holding a workshop on marketing? Why are you sending a thousand “come to our workshop” messages to your member companies, finance directors? They’re tuning you out, and the next time you release an operating ratios report for your industry, they aren’t going to be listening. “But our members don’t share their interests…” “But our AMS makes tracking demographics hard…” “But our bulk mail client doesn’t easily support segmentation…” No buts. Learn what your members are interested in AS INDIVIDUALS, track it, and target them appropriately.

Push versus Pull. As we all know by now, one of the key differences to social media is that it’s a PULL mechanism. That means people become subjects who pull the information they want them on their schedules. Our models are built on treating members as objects who passively receive the information we push out on our schedules. And while virtually all associations are using social media now, we haven’t changed our mindset. We’re still using these platforms as push marketing outlets. Which is, to say the least, missing the point.

So focus on what your members think is important, have one clear call to action, talk to them in their language and only about what they’re interested in, and in the places they want to go, and watch your communications turn into a two-way conversation they actually WANT to participate in!

What about you, Gentle Readers? What other suggestions do you have for Rachael to help her member conversations shine?

The “Dear Betty” column appears twice a month on the Small Staff – Big Impact blog.  Have an association membership or marketing question for Betty? E-mail  and your question could be featured!