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Best
Practices to
Build a
Multichannel
Campaign
Plan

@AmyRSWard	
  	
  

	
  	
  	
  SocialChangeAny5meEverywhere.com
	
  

	
  @RadCampaign	
  	
  	
  
Why is “multichannel” so
important?

@AmyRSWard	
  	
  

	
  	
  	
  SocialChangeAny5meEverywhere.com
	
  

	
  @RadCampaign	
  	
  	
  
Mobile Facts to Know
Fact: 5.2 Billion Mobile Accounts Worldwide
Fact: 1 in 2 Mobile U.S. Subscribers Own a Smartphone

@AmyRSWard	
  	
  

	
  	
  	
  SocialChangeAny5meEverywhere.com
	
  

	
  @RadCampaign	
  	
  	
  
Mobile Facts to Know

@AmyRSWard	
  	
  

	
  	
  	
  SocialChangeAny5meEverywhere.com
	
  

	
  @RadCampaign	
  	
  	
  
Mobile Facts to Know

@AmyRSWard	
  	
  

	
  	
  	
  SocialChangeAny5meEverywhere.com
	
  

	
  @RadCampaign	
  	
  	
  
Social Media Facts to Know
Fact: Americans spend 25% of their time online on social networks.

@AmyRSWard	
  	
  

	
  	
  	
  SocialChangeAny5meEverywhere.com
	
  

	
  @RadCampaign	
  	
  	
  
What to consider before
creating your multichannel
campaign plan?

@AmyRSWard	
  	
  

	
  	
  	
  SocialChangeAny5meEverywhere.com
	
  

	
  @RadCampaign	
  	
  	
  
Focus on Shared Goals

@AmyRSWard	
  	
  

	
  	
  	
  SocialChangeAny5meEverywhere.com
	
  

	
  @RadCampaign	
  	
  	
  
Focus on Shared Goals
Identify Hot Topics:
•  How did you become aware of
our work?
•  Which of our programs/
services/campaigns are you
most interested in?
•  Would you like more information
about any of our programs/
services/campaigns to share
with your friends and family?
•  What aspects of our work are
you least interested in?
•  What do you think we should
focus on together in the coming
year?
@AmyRSWard	
  	
  

	
  	
  	
  SocialChangeAny5meEverywhere.com
	
  

	
  @RadCampaign	
  	
  	
  
Design for Distribution
•  First occupy camp started in New
York City.
•  People posted and re-shared
information about issues, actions,
and personal stories on Twitter and
Tumblr, live-streamed video on
Vimeo, and shared pictures on their
mobile phones.

@AmyRSWard	
  	
  

	
  	
  	
  SocialChangeAny5meEverywhere.com
	
  

	
  @RadCampaign	
  	
  	
  
Design for Distribution

@AmyRSWard	
  	
  

	
  	
  	
  SocialChangeAny5meEverywhere.com
	
  

	
  @RadCampaign	
  	
  	
  
Cross-Channel Promotion

Oxfam’s Use of
QR Codes
For A Benefit Auction

@AmyRSWard	
  	
  

	
  	
  	
  SocialChangeAny5meEverywhere.com
	
  

	
  @RadCampaign	
  	
  	
  
8 Steps to create a
multichannel campaign plan.

@AmyRSWard	
  	
  

	
  	
  	
  SocialChangeAny5meEverywhere.com
	
  

	
  @RadCampaign	
  	
  	
  
Creating A Multichannel Campaign
1. Identify Short-Term And Long-Term Goals.

Solving World Hunger?
	
  	
  	
  	
  	
   NO!

@AmyRSWard	
  	
  

Raising $25K to support local soup
kitchen to distribute 300 meals to
homeless people in DC in Dec.? 	
  	
  	
  
	
  
	
  	
   YES!

	
  	
  	
  SocialChangeAny5meEverywhere.com
	
  

	
  @RadCampaign	
  	
  	
  
Creating a Multichannel Campaign
Example: What goals will we achieve by raising $25,000 for the local soup
kitchen?”
Goal One: To illustrate that homelessness has risen 25% in our city over the last
year, resulting in a rising demand for our free meals and job training services. We
want donors to understand that every night there are lines of hundreds of hungry
people outside of our door waiting for a hot meal.
Goal Two: For every $50 donated, 25 homeless people will get a nutritious dinner
for one week at our soup kitchen, beginning next week.
Goal Three: For every $25 donated, our soup kitchen will provide computertraining classes to 10 people homeless people we are serving for one month.
Goal Four: To tell the personal story of a soup kitchen volunteer who has
benefitted from eating regularly at our soup kitchen and participating in our jobtraining program.
@AmyRSWard	
  	
  

	
  	
  	
  SocialChangeAny5meEverywhere.com
	
  

	
  @RadCampaign	
  	
  	
  
Creating a Multichannel Campaign
2. Identify Your Target

Do you have an advocacy target?

@AmyRSWard	
  	
  

Who are you supporters? Are they:
•  College students
•  Parents of toddlers
•  Environmentalists
•  Insert your supporters here

	
  	
  	
  SocialChangeAny5meEverywhere.com
	
  

	
  @RadCampaign	
  	
  	
  
Creating a Multichannel Campaign
3. Craft Your Core Message And Define The Messaging Hook

@AmyRSWard	
  	
  

	
  	
  	
  SocialChangeAny5meEverywhere.com
	
  

	
  @RadCampaign	
  	
  	
  
Creating a Multichannel Campaign
Examples of Core Messages

Example One: Pink is Pretty, Breast Cancer is Not – a campaign by the
National Coalition of Breast Cancer aimed at deconstructing all of the pink
corporatization of breast cancer.
Example Two: The Golden Boob Awards: Exposing The Biggest Boobs Of All
- a campaign aimed at exposing bogus products that claimed they could better
detect changes in breasts or organizations that made false claims about getting/
curing breast cancer.

@AmyRSWard	
  	
  

	
  	
  	
  SocialChangeAny5meEverywhere.com
	
  

	
  @RadCampaign	
  	
  	
  
Creating a Multichannel Campaign
4. What Actions Do You Want People Take?

@AmyRSWard	
  	
  

	
  	
  	
  SocialChangeAny5meEverywhere.com
	
  

	
  @RadCampaign	
  	
  	
  
Steps to Creating Multichannel Campaigns
4. What 2 Key Actions Did NWF Want People To take?

1.  Re-share NWF’s updated
facts on the oil spill and its
impact on wildlife.

@AmyRSWard	
  	
  

	
  	
  	
  SocialChangeAny5meEverywhere.com
	
  

	
  @RadCampaign	
  	
  	
  
Steps to Creating Multichannel Campaigns
4. What 2 Key Actions Did NWF Want People To take?

2. Collect donations via
multiple channels – email,
website, text-to-give, checks,
to get resources where they
were needed to help wildlife
impacted by oil spill.

@AmyRSWard	
  	
  

	
  	
  	
  SocialChangeAny5meEverywhere.com
	
  

	
  @RadCampaign	
  	
  	
  
Steps to Creating Multichannel Campaigns
4. What 2 Key Actions Did NWF Want People To take?

@AmyRSWard	
  	
  

	
  	
  	
  SocialChangeAny5meEverywhere.com
	
  

	
  @RadCampaign	
  	
  	
  
Creating a Multichannel Campaign
5. Understand How Your Supporters Think

@AmyRSWard	
  	
  

	
  	
  	
  SocialChangeAny5meEverywhere.com
	
  

	
  @RadCampaign	
  	
  	
  
Creating a Multichannel Campaign
6. How Do Your Target Audiences Prefer To Get Info?

• 
• 
• 
• 

@AmyRSWard	
  	
  

Direct Mail
Email
Texting
Social Media

	
  	
  	
  SocialChangeAny5meEverywhere.com
	
  

	
  @RadCampaign	
  	
  	
  
Creating a Multichannel Campaign
7. Setup A Campaign Calendar
•  Email appeals and graphics.
•  Welcome series for new donors.
•  Website donation landing pages, graphical callout boxes,
and homepage hijacks.
•  Direct Mail, Telemarketing, Advertising (on and offline) etc.
•  Social media strategies and messaging.
•  Text-to-give messaging if appropriate.
•  Fun interactives that don’t ask donors for money.
•  A/B testing which is to analyze two different versions of a
webpage, appeal, or message to see which is more
effective.
•  Segmenting for various channels
•  Thank you messages and fundraising campaign updates.
@AmyRSWard	
  	
  

	
  	
  	
  SocialChangeAny5meEverywhere.com
	
  

	
  @RadCampaign	
  	
  	
  
Creating a Multichannel Campaign
7. Setup A Campaign Calendar

Courtesy of the The Leukemia and Lymphoma Society’s Totally Baldacious campaign.
Creating a Multichannel Campaign
8. How Will You Reach People In Online Communities?

•  Niche	
  blogs	
  
•  Facebook/LinkedIn	
  
Groups	
  
•  	
  Online	
  networks	
  like	
  
Care2	
  or	
  Change.org	
  

@AmyRSWard	
  	
  

	
  	
  	
  SocialChangeAny5meEverywhere.com
	
  

	
  @RadCampaign	
  	
  	
  
Diabetes Hands Foundation
What to consider for
rolling out your multichannel
campaign plan?

@AmyRSWard	
  	
  

	
  	
  	
  SocialChangeAny5meEverywhere.com
	
  

	
  @RadCampaign	
  	
  	
  
Roll-Out A Multichannel Campaign
Launch Your Email Series
Email 1: Tell the story of the overall campaign, lay out the
campaign goals and the impact donors can expect to see
from their action.
Email 2: Update people on the campaign’s progress. Remind
people of the story you shared in the previous appeal.
Reinforce the message that you still need their help to make
an impact and meet the campaign goals.
Email 3: The final message is another update and one last
ask for help to truly make that tangible impact and meet your
goals.
@AmyRSWard	
  	
  

	
  	
  	
  SocialChangeAny5meEverywhere.com
	
  

	
  @RadCampaign	
  	
  	
  
Roll-Out a Multichannel Campaign
•  Follow Your Campaign Calendar
•  Tailor Messaging To Each Channel
•  Segment Your List
•  Conduct A/B Testing
•  Promote Your Campaign
•  Measure the Results

@AmyRSWard	
  	
  

	
  	
  	
  SocialChangeAny5meEverywhere.com
	
  

	
  @RadCampaign	
  	
  	
  
Introduce yourself to the person
sitting next to you.
What programs, initiatives or campaigns does your
organization have coming up in the next 6 months that you
think would make a good multichannel campaign? Pick one
to focus on for this exercise.
>> Brainstorm three short term and
long term objectives for this initiative.
>> Identify your target audiences.
Who is your advocacy target?
Who has the power to create the change you are seeking?
Who are the target audiences you seek to organize?
>> List 3-4 different actions you want people to take.
These actions should start out as an easy action – such as
signing an online petition or pledge. As the campaign unfolds
and people take action, what additional actions can people
take to stay involved that requires more commitment.
>> Brainstorm ideas to promote
this campaign across multiple channels.
What kind of content will you need? Does it already exist
and can be edited and tailored for different channels? Or do
you need to create the content from scratch?
>> Identify the metrics you’ll use to evaluate the campaign.
What does success look like?
How you will track metrics across different
online channels? What metrics can you use in real time to know if
you’re on track?
Connect with us:
Allyson Kapin: Rad Campaign, Women Who Tech
Email: Allyson@radcampaign.com
Twitter: @womenwhotech
Rad Website: http://www.radcampaign.com
Women Who Tech: http://www.womenwhotech.com

Amy Sample Ward: NTEN
Email: amy@amysampleward.org
Twitter: @amyrsward
NTEN Website: http://www.nten.org
Blog: http://www.amysampleward.org

@AmyRSWard	
  	
  

	
  	
  	
  SocialChangeAny5meEverywhere.com
	
  

	
  @RadCampaign	
  	
  	
  

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Best Practices to Build a Multichannel Campaign

  • 1. Best Practices to Build a Multichannel Campaign Plan @AmyRSWard          SocialChangeAny5meEverywhere.com    @RadCampaign      
  • 2. Why is “multichannel” so important? @AmyRSWard          SocialChangeAny5meEverywhere.com    @RadCampaign      
  • 3. Mobile Facts to Know Fact: 5.2 Billion Mobile Accounts Worldwide Fact: 1 in 2 Mobile U.S. Subscribers Own a Smartphone @AmyRSWard          SocialChangeAny5meEverywhere.com    @RadCampaign      
  • 4. Mobile Facts to Know @AmyRSWard          SocialChangeAny5meEverywhere.com    @RadCampaign      
  • 5. Mobile Facts to Know @AmyRSWard          SocialChangeAny5meEverywhere.com    @RadCampaign      
  • 6. Social Media Facts to Know Fact: Americans spend 25% of their time online on social networks. @AmyRSWard          SocialChangeAny5meEverywhere.com    @RadCampaign      
  • 7. What to consider before creating your multichannel campaign plan? @AmyRSWard          SocialChangeAny5meEverywhere.com    @RadCampaign      
  • 8. Focus on Shared Goals @AmyRSWard          SocialChangeAny5meEverywhere.com    @RadCampaign      
  • 9. Focus on Shared Goals Identify Hot Topics: •  How did you become aware of our work? •  Which of our programs/ services/campaigns are you most interested in? •  Would you like more information about any of our programs/ services/campaigns to share with your friends and family? •  What aspects of our work are you least interested in? •  What do you think we should focus on together in the coming year? @AmyRSWard          SocialChangeAny5meEverywhere.com    @RadCampaign      
  • 10. Design for Distribution •  First occupy camp started in New York City. •  People posted and re-shared information about issues, actions, and personal stories on Twitter and Tumblr, live-streamed video on Vimeo, and shared pictures on their mobile phones. @AmyRSWard          SocialChangeAny5meEverywhere.com    @RadCampaign      
  • 11. Design for Distribution @AmyRSWard          SocialChangeAny5meEverywhere.com    @RadCampaign      
  • 12. Cross-Channel Promotion Oxfam’s Use of QR Codes For A Benefit Auction @AmyRSWard          SocialChangeAny5meEverywhere.com    @RadCampaign      
  • 13. 8 Steps to create a multichannel campaign plan. @AmyRSWard          SocialChangeAny5meEverywhere.com    @RadCampaign      
  • 14. Creating A Multichannel Campaign 1. Identify Short-Term And Long-Term Goals. Solving World Hunger?           NO! @AmyRSWard     Raising $25K to support local soup kitchen to distribute 300 meals to homeless people in DC in Dec.?             YES!      SocialChangeAny5meEverywhere.com    @RadCampaign      
  • 15. Creating a Multichannel Campaign Example: What goals will we achieve by raising $25,000 for the local soup kitchen?” Goal One: To illustrate that homelessness has risen 25% in our city over the last year, resulting in a rising demand for our free meals and job training services. We want donors to understand that every night there are lines of hundreds of hungry people outside of our door waiting for a hot meal. Goal Two: For every $50 donated, 25 homeless people will get a nutritious dinner for one week at our soup kitchen, beginning next week. Goal Three: For every $25 donated, our soup kitchen will provide computertraining classes to 10 people homeless people we are serving for one month. Goal Four: To tell the personal story of a soup kitchen volunteer who has benefitted from eating regularly at our soup kitchen and participating in our jobtraining program. @AmyRSWard          SocialChangeAny5meEverywhere.com    @RadCampaign      
  • 16. Creating a Multichannel Campaign 2. Identify Your Target Do you have an advocacy target? @AmyRSWard     Who are you supporters? Are they: •  College students •  Parents of toddlers •  Environmentalists •  Insert your supporters here      SocialChangeAny5meEverywhere.com    @RadCampaign      
  • 17. Creating a Multichannel Campaign 3. Craft Your Core Message And Define The Messaging Hook @AmyRSWard          SocialChangeAny5meEverywhere.com    @RadCampaign      
  • 18. Creating a Multichannel Campaign Examples of Core Messages Example One: Pink is Pretty, Breast Cancer is Not – a campaign by the National Coalition of Breast Cancer aimed at deconstructing all of the pink corporatization of breast cancer. Example Two: The Golden Boob Awards: Exposing The Biggest Boobs Of All - a campaign aimed at exposing bogus products that claimed they could better detect changes in breasts or organizations that made false claims about getting/ curing breast cancer. @AmyRSWard          SocialChangeAny5meEverywhere.com    @RadCampaign      
  • 19. Creating a Multichannel Campaign 4. What Actions Do You Want People Take? @AmyRSWard          SocialChangeAny5meEverywhere.com    @RadCampaign      
  • 20. Steps to Creating Multichannel Campaigns 4. What 2 Key Actions Did NWF Want People To take? 1.  Re-share NWF’s updated facts on the oil spill and its impact on wildlife. @AmyRSWard          SocialChangeAny5meEverywhere.com    @RadCampaign      
  • 21. Steps to Creating Multichannel Campaigns 4. What 2 Key Actions Did NWF Want People To take? 2. Collect donations via multiple channels – email, website, text-to-give, checks, to get resources where they were needed to help wildlife impacted by oil spill. @AmyRSWard          SocialChangeAny5meEverywhere.com    @RadCampaign      
  • 22. Steps to Creating Multichannel Campaigns 4. What 2 Key Actions Did NWF Want People To take? @AmyRSWard          SocialChangeAny5meEverywhere.com    @RadCampaign      
  • 23. Creating a Multichannel Campaign 5. Understand How Your Supporters Think @AmyRSWard          SocialChangeAny5meEverywhere.com    @RadCampaign      
  • 24. Creating a Multichannel Campaign 6. How Do Your Target Audiences Prefer To Get Info? •  •  •  •  @AmyRSWard     Direct Mail Email Texting Social Media      SocialChangeAny5meEverywhere.com    @RadCampaign      
  • 25. Creating a Multichannel Campaign 7. Setup A Campaign Calendar •  Email appeals and graphics. •  Welcome series for new donors. •  Website donation landing pages, graphical callout boxes, and homepage hijacks. •  Direct Mail, Telemarketing, Advertising (on and offline) etc. •  Social media strategies and messaging. •  Text-to-give messaging if appropriate. •  Fun interactives that don’t ask donors for money. •  A/B testing which is to analyze two different versions of a webpage, appeal, or message to see which is more effective. •  Segmenting for various channels •  Thank you messages and fundraising campaign updates. @AmyRSWard          SocialChangeAny5meEverywhere.com    @RadCampaign      
  • 26. Creating a Multichannel Campaign 7. Setup A Campaign Calendar Courtesy of the The Leukemia and Lymphoma Society’s Totally Baldacious campaign.
  • 27. Creating a Multichannel Campaign 8. How Will You Reach People In Online Communities? •  Niche  blogs   •  Facebook/LinkedIn   Groups   •   Online  networks  like   Care2  or  Change.org   @AmyRSWard          SocialChangeAny5meEverywhere.com    @RadCampaign      
  • 29. What to consider for rolling out your multichannel campaign plan? @AmyRSWard          SocialChangeAny5meEverywhere.com    @RadCampaign      
  • 30. Roll-Out A Multichannel Campaign Launch Your Email Series Email 1: Tell the story of the overall campaign, lay out the campaign goals and the impact donors can expect to see from their action. Email 2: Update people on the campaign’s progress. Remind people of the story you shared in the previous appeal. Reinforce the message that you still need their help to make an impact and meet the campaign goals. Email 3: The final message is another update and one last ask for help to truly make that tangible impact and meet your goals. @AmyRSWard          SocialChangeAny5meEverywhere.com    @RadCampaign      
  • 31. Roll-Out a Multichannel Campaign •  Follow Your Campaign Calendar •  Tailor Messaging To Each Channel •  Segment Your List •  Conduct A/B Testing •  Promote Your Campaign •  Measure the Results @AmyRSWard          SocialChangeAny5meEverywhere.com    @RadCampaign      
  • 32. Introduce yourself to the person sitting next to you.
  • 33. What programs, initiatives or campaigns does your organization have coming up in the next 6 months that you think would make a good multichannel campaign? Pick one to focus on for this exercise. >> Brainstorm three short term and long term objectives for this initiative.
  • 34. >> Identify your target audiences. Who is your advocacy target? Who has the power to create the change you are seeking? Who are the target audiences you seek to organize?
  • 35. >> List 3-4 different actions you want people to take. These actions should start out as an easy action – such as signing an online petition or pledge. As the campaign unfolds and people take action, what additional actions can people take to stay involved that requires more commitment.
  • 36. >> Brainstorm ideas to promote this campaign across multiple channels. What kind of content will you need? Does it already exist and can be edited and tailored for different channels? Or do you need to create the content from scratch?
  • 37. >> Identify the metrics you’ll use to evaluate the campaign. What does success look like? How you will track metrics across different online channels? What metrics can you use in real time to know if you’re on track?
  • 38. Connect with us: Allyson Kapin: Rad Campaign, Women Who Tech Email: Allyson@radcampaign.com Twitter: @womenwhotech Rad Website: http://www.radcampaign.com Women Who Tech: http://www.womenwhotech.com Amy Sample Ward: NTEN Email: amy@amysampleward.org Twitter: @amyrsward NTEN Website: http://www.nten.org Blog: http://www.amysampleward.org @AmyRSWard          SocialChangeAny5meEverywhere.com    @RadCampaign