How to grow long-term relationships with event supporters using a CRM

Keeping track of your organization's special events in your donor management system can have a tremendous impact on your ability to grow long-term relationships with your donors.

In this webinar, we'll share:
what pieces of event data are most important to track in your CRM (and what isn't!)
using your data to save time and energy planning your annual event
how to develop a practical stewardship plan to convert event attendees to donors

Transcript

1. www.littlegreenlight.com How to grow long-term relationships with event supporters using a CRM Presented by Timi Paccioretti & Laurie Hochman
2. www.littlegreenlight.com Event & Tickets Online, Live, Silent, Auctions Paddle Raise, Donations, Fund a Need Mobile Bidding Sponsorships For-Sale Items
3. www.littlegreenlight.com About our Presenters Laurie Hochman Timi Paccioretti
4. www.littlegreenlight.com Webinar Description Keeping track of your organization's special events in your donor management system can have a tremendous impact on your ability to grow long-term relationships with your donors. In this webinar, we'll share: • what pieces of event data are most important to track in your CRM (and what isn't!) • using your data to save time and energy planning your annual event • how to develop a practical stewardship plan to convert event attendees to donors
5. www.littlegreenlight.com Poll: Why does your organization hold fundraising events? Raise money Introduce people to your mission Thank donors
6. www.littlegreenlight.com Fundraising expert Claire Axelrad writes, “Events should be part of a continuum; not a one-shot deal. They should exist within a relationship-building context. Always think in terms of ‘What’s next?’”
7. www.littlegreenlight.com Provide status updates at regular intervals with images and video. Follow up immediately after event fundraiser. Bidders & Donors are the heroes Post-Event: Continue to Spark Interest
8. www.littlegreenlight.com Event Management Software Customer Relationship Management Software Transactional Relational
9. www.littlegreenlight.com What is a CRM?
10. www.littlegreenlight.com How a CRM can help you grow relationships with supporters beyond the event? • Centralizes data all in one system • Can identify trends and opportunities (reports; year over year data, etc.) • Keep track of important relationship building efforts, not just contact info, gifts, or event attendance (i.e. phone calls, meetings, other correspondence) Using a CRM provides you the ability to appropriately thank event attendees and include them in your organization’s ongoing communications, such as newsletters and year-end appeals, so you can retain their support.
11. www.littlegreenlight.com Roger Craver, in his book titled Retention Fundraising, reports that donors who were thanked just one time more than their counterparts were 40 percent more likely to give again.
12. www.littlegreenlight.com A simple stewardship plan to convert event attendees to donors
13. www.littlegreenlight.com Create a post-event communication plan What are the goals of post-event communications? • Share the results of the event • Let supporters know they are appreciated • Provide sponsors with key stats and concrete examples For new events attendees, post-event communication is key to converting them to donors; for existing supporters, it’s a valuable stewardship opportunity.
14. www.littlegreenlight.com Sample 3-month stewardship plan for event attendees: Timing Stewardship activity 2 weeks after event Personalized thank you (see ideas for a segmented approach for attendees, non-attendees, sponsors) 6 weeks after event Make personal phone calls to top supporters to thank them for their contributions to a successful event (no ask!) 3 months after event Share an inspiring story of donor impact
15. www.littlegreenlight.com Other follow up stewardship opportunities Stewardship activity Add event attendees to your newsletter list Add them to your year-end solicitation list Be sure to invite them to next year’s event
16. www.littlegreenlight.com What data from your event do you need to capture in your CRM?
17. www.littlegreenlight.com Be thoughtful about what data points you need from your event to move to your CRM Useful data points • Name (first, last, spouse/partner) • Contact info (address, email, phone) • Event attendance (event name, ticket level, sponsorship) • Event purchases and donations ($ amount, value) • Bidding history • Table seating • Ticket numbers • Meal choices • And more Transactional event data not needed in CRM
18. www.littlegreenlight.com Getting your data out of Auctria
19. www.littlegreenlight.com Importing data into LGL
20. www.littlegreenlight.com See LGL in action: https://www.littlegreenlight. com/demo/ • All LGL accounts get the first 30 days FREE - Get $200 off with Referral code “auctria” • We offer monthly subscription plans, starting at $45/mo • All features included • Data can be imported and exported at will • Support and training included • Unlimited users Subscribe for Fundraising tips/LGL News/updates Email us at: info@littlegreenlight.com
21. www.littlegreenlight.com @auctria Email: hello@auctria.com FB Group: Auction Team Talk Demos weekly: AUCTRIA.COM Stay in touch with Auctria