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Designing Effective Online
Engagement Campaigns
Debra Askanase, Community Organizer 2.0
https://www.flickr.com/photos/53114928@N02/12239196283/
About Debra Askanase
Former executive director,
organizer, business
consultant
Digital Engagement
Strategist for mission-driven
organizations
debra@communityorganizer20.com @askdebra
Director of Outreach, National Brain
Tumor Society
Today’s Webinar
1. Why online campaigns succeed
2. Organizational readiness
3. Designing an effective campaign
4. Case studies
– National Brain Tumor Society’s Brain Tumor
Awareness Month
– The NYC Elder Abuse Center’s 14 Days of Thanks
What is a Social Media Campaign?
https://www.flickr.com/photos/seanrnicholson/6450168613/in/photostream/
Why Campaigns Succeed
Story Elements
– Emotional connection
– A good story
– Visual medium
Design
– Easy to participate
– Identified and primed group of supporters
– Specific ask
– Limited time frame
– Seamless sharing integrations
Movement-building
– Campaign is connected to a larger cause
Timely
Interactive
Crowd sourced
Easy to amplify &
share
Why
campaigns
spread
https://www.flickr.com/photos/humanrightscampaign/sets/72157633101425657/
Organizational
Readiness
https://www.flickr.com/photos/artdrauglis/4192498087/in/photostream/
Organizational
Readiness
Are You Walled
or Networked?
Slide courtesy of Allison Fine
Resource: The Networked Nonprofit,
http://allisonfine.com/publications/netwo
SocialMedia
Engage Create
Trust
Moveto
Action
Focus on the Social Media Funnel
http://www.flickr.com/photos/57038784@N00/2215481444/
Relationship-based
*Build trust and
reciprocity for
deeper
engagement
https://www.flickr.com/photos/intersectionconsulting/4935135466/sizes/o/in/photostre
am/
Diagram courtesy of Darim Online
Know What Your Stakeholders Care
About Deeply
17
Developed
Social Presence
 Large community
 Engaged community
 Interconnections within
the network
 Personal engagement
 On multiple social
channels
https://www.flickr.com/photos/21394564@N04/5007899775/
Use Social Media Building Blocks
http://www.flickr.com/photos/83626778@N00/4340325594/
…to amplify
causes and
movements
online
Tactics
Overall Strategy
Platforms Website
Tactics Campaigns
ROI
Staff Time and Expertise
“Reality Check”
http://www.flickr.com/photos/17571763@N00/1489000905/
Organizational Readiness Checklist
Networked Nonprofit (to some extent)
Adopts the social media funnel
Developed social media presence
 Multiple social channels
Creates personal connections with stakeholders
Knows what stakeholders care deeply about
Mailing list minimum of 5,000 good emails
Developed social media strategy
 Campaign is an element of the strategy
Campaign Design
http://www.flickr.com/photos/83626778@N00/4339581169/
https://www.flickr.com/photos/98908208@N00/173786138/
Designing Campaign Goals
 Specific
 Measurable
 Achievable/Realistic
 Part of a longer-term org goal
 Movement-building
 Tests an idea
 Builds the organization
https://www.flickr.com/photos/58472333@N00/2852616711/
Assess Campaign
Assets
Critical Campaign Assets (“stuff”)
Email address acquisition assets
– Sign-up forms and people/interest data collection
Database
– Does it connect with your forms?
– Can it segment new contacts?
Graphic design and images
– SM channel customization
– Promotional images for the campaign
– Promotions during the campaign
– Photographic images
Microsite/website/web page
– Customization ability, real-time customization possibility
Fundraising integration
Real-time campaign metrics tracking
Software/hardware specific to the campaign
People Assets
Internal
– Board
– Committee members and volunteers
– Staff
External
– Most engaged online fans
– Most influential online fans
– Those you can count on
Together
– Champions group/advisory group
Want to know a secret?
https://www.flickr.com/photos/53098051@N02/5887099054/
https://www.flickr.com/photos/intersectionconsulting/5177773782/in/photostream/
Social Media Champions Are Your
Secret Weapon
https://www.flickr.com/photos/51035555243@N01/6954844640/
https://www.flickr.com/photos/27237408@N03/4530861996/
Pay For the Right Tools
Choose Appropriate Media
http://www.slideshare.net/lsgrodeska/telling-the-right-story-for-your-online-campaign-22830254
• Research
• Asset & content development
• Design campaign
• Recruit champions
3 to 2 months out:
Research & Design
• Content creation
• Campaign seeding
• Solidify support, tactics, elements
1 month out:
Solidify Plans
• Activate and engage supporters
• Execute
• Monitor, Measure, Capture
• Iterate (if necessary)
Campaign:
Activate & Engage
• Evaluate campaign
• Nurture new leads/emails
• Deepen new supporter loyalty
1 week post:
Evaluate & Engage
Develop a Campaign Timeline
Pre-campaign (1-3 months out)
Research
– Concept
– Similar campaigns
– Potential partners
– Influencers
– Most engaged supporters/potential social media
champions
– Internal capacity
– Software/apps/tools needed
Campaign Design
– Goals
– Channels
– Activities
– Metrics
– Interactivity/engagement
– Assets
Pre-campaign (1-3 months out)
Asset & Content Development
– Social media channel customization
– Graphic image and photo image design/dev
– Website home page
– Microsite/web page content
– Email calendar
– Write blog posts and social media updates
– Develop editorial calendar
– Survey or other evaluation tools
– Blogger outreach
Pre-campaign (1-3 months out)
Supporters/Fans
– ID Influencers/bloggers/mentions/most engaged
– Pulse out social media messages to test idea &
recruit participants
– Recruit social media champions
– ID partner orgs that will support your campaign
– Develop a social media “champions” group
– Test support for the idea amongst stakeholders
Post-Campaign:
Marketing Activities
Evaluate
– Send survey or other evaluation tools
– Internal post-event evaluation
• Mad, sad, glad feedback
– Ask champions for feedback
– Did it meet the campaign goals?
– Review metrics
Lead nurturing and loyalty development
– Post-campaign email
• What was accomplished + nurturing content
– Ask them to do something else
Campaign Design Checklist
 Research the concept and evaluate support
 Design the campaign
 Set campaign goals
 Select social media channels and assets to be leveraged
 Assess internal assets and staff capacity
 Create a campaign timeline
 Content and asset development
 Supporter/fan development
 Technological elements
 Create a campaign champions group
 Evaluation
 Post-campaign engagement strategy
Case Studies:
Effective Online
Campaigns
National Brain Tumor Society
May 2014
http://www.braintumor.org/btam
Evaluate
and refine
Move
community
to action
Test new
frameworks
Foundation
building
Goals
Increase engagement and activism with org
social media channels
Acquire new email addresses
Test frameworks:
– Video chat
– Offer ideas
– Give an email address
Grow social media spaces, especially Twitter
and Facebook
Assets
 Highly engaged national Facebook page
(facebook.org/braintumors)
 13 statewide Facebook pages, national Twitter account,
large email list, blog, State Lead Advocates
 In-house design and web dev capacity
 Tools: Sprout Social, Hashtag, Mention, Zoom (for the
Community Chat)
 Downloadable publication: Frankly Speaking About
Cancer: Brain Tumors
braintumor.org/BTAM
Head to the Hill Advocacy Day
FB Event as Conversation
Convener
Actively used in
Head to the Hill FB event
InfoSnaps
Create Shareable Graphics
Good reach & engagement; drove to
website
 Share to educate and
build brand awareness
 Lead to website
http://www.braintumor.org/join-the-fight/brain-tumor-awareness-month/infosnaps.html
Gated Material for Download 377 downloaded Frankly Speaking
Online Community Chat
Video Community Chat
39 first-ever participants; Focus:
Frankly Speaking
 Community-building element
 Live video chat forum with
various presenters and
knowledge
experts.
http://braintumor.org/communitychat
#BTVoice
Online Campaign
Submit advice through #BTVoice;
share and support
Registration Forms
Community Chat and BTAM;
BTVoice submit by email
http://www.braintumor.org/btvoice
14 Days Thanks
November 2013
Email photos to NYCEAC 17 photos submitted
Submit photos through Facebook
or Twitter
14 through Facebook, 3 through
Twitter
Goals
• Test fan commitment on Facebook:
– would they really take action if asked?
• Determine whether or not the social strategy
paying off
• Deepen online fan engagement
• Attract new Facebook fans (minor goal)
Facebook commitment
702 Likes, 41 Shares, 35 comments
275% increase in fan engagement
Total reach through Facebook
7281 = 137% increase
800% increase in new likes (177)
Assets
 Facebook page, over 1100 fans
(https://www.facebook.com/NYCElderAbuseCenter)
 Small Twitter following
 Highly-respected blog in the elder justice field
(http://nyceac.com/category/elder-justice-dispatch/)
 Team commitment from all of the staff
 Campaign Tumblr blog captures all
submissionshttp://nycelderabusecenter.tumblr.com/)
 7 submissions ready to go
 Staff personally reached out to many other orgs
and professionals to participate
Online/Offline component
http://nycelderabusecenter.tumblr.com/
http://nycelderabusecenter.tumblr.com/
Why Campaigns Fail
You don’t set a realistic goal
Not setting a timeline for major campaign
development points
Single channel approach
Not having the right measurement system in
place or being able to measure success
Undeveloped social spaces
Not reaching out to most engaged social
media fans ahead of time
Additional
Resources
Resources/Additional Information
Case Studies Wrap-Ups:
– Blog post wrap up of 14 Days of Thanks:
http://nyceac.com/elder-justice-dispatch-thank-you-for-
making-14-days-thanks-a-success/
– Blog post wrap-up of #BTAM:
blog.braintumor.org/head-hill-btvoice-btam-recap/
Online Campaigns:
– Telling the Right Story for Online Campaigns:
http://www.slideshare.net/lsgrodeska/telling-the-right-story-
for-your-online-campaign-22830254
– Building a Ladder of Engagement in Online Campaigns:
http://www.slideshare.net/newmediaclay/the-ladd
– Best Practices to Build a Multichannel Campaign Plan:
http://www.slideshare.net/womenwhotech/mulitchannelca
mpaigns-interactionforum
– Social media campaigns and practices:
http://communityorganizer20.com/category/social-media-
campaign/
Email: debra@communityorganizer20.com
Work email: daskanase@braintumor.org
Website: communityorganizer20.com
Blog: http://communityorganizer20.com
Linkedin: linkedin.com/in/debraaskanase
Twitter: @askdebra
Other slides: slideshare.net/debask
Telephone: (617) 682-2977
I’m always happy to answer follow-up
questions!

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Designing Effective Online Engagement Campaigns

  • 1. Designing Effective Online Engagement Campaigns Debra Askanase, Community Organizer 2.0 https://www.flickr.com/photos/53114928@N02/12239196283/
  • 2. About Debra Askanase Former executive director, organizer, business consultant Digital Engagement Strategist for mission-driven organizations debra@communityorganizer20.com @askdebra Director of Outreach, National Brain Tumor Society
  • 3. Today’s Webinar 1. Why online campaigns succeed 2. Organizational readiness 3. Designing an effective campaign 4. Case studies – National Brain Tumor Society’s Brain Tumor Awareness Month – The NYC Elder Abuse Center’s 14 Days of Thanks
  • 4. What is a Social Media Campaign? https://www.flickr.com/photos/seanrnicholson/6450168613/in/photostream/
  • 5. Why Campaigns Succeed Story Elements – Emotional connection – A good story – Visual medium Design – Easy to participate – Identified and primed group of supporters – Specific ask – Limited time frame – Seamless sharing integrations Movement-building – Campaign is connected to a larger cause
  • 6. Timely Interactive Crowd sourced Easy to amplify & share Why campaigns spread
  • 7.
  • 9.
  • 10.
  • 12. Are You Walled or Networked? Slide courtesy of Allison Fine Resource: The Networked Nonprofit, http://allisonfine.com/publications/netwo
  • 16. Diagram courtesy of Darim Online Know What Your Stakeholders Care About Deeply
  • 17. 17
  • 18. Developed Social Presence  Large community  Engaged community  Interconnections within the network  Personal engagement  On multiple social channels https://www.flickr.com/photos/21394564@N04/5007899775/
  • 19. Use Social Media Building Blocks http://www.flickr.com/photos/83626778@N00/4340325594/ …to amplify causes and movements online
  • 21. Staff Time and Expertise “Reality Check” http://www.flickr.com/photos/17571763@N00/1489000905/
  • 22. Organizational Readiness Checklist Networked Nonprofit (to some extent) Adopts the social media funnel Developed social media presence  Multiple social channels Creates personal connections with stakeholders Knows what stakeholders care deeply about Mailing list minimum of 5,000 good emails Developed social media strategy  Campaign is an element of the strategy
  • 25. Designing Campaign Goals  Specific  Measurable  Achievable/Realistic  Part of a longer-term org goal  Movement-building  Tests an idea  Builds the organization
  • 27. Critical Campaign Assets (“stuff”) Email address acquisition assets – Sign-up forms and people/interest data collection Database – Does it connect with your forms? – Can it segment new contacts? Graphic design and images – SM channel customization – Promotional images for the campaign – Promotions during the campaign – Photographic images Microsite/website/web page – Customization ability, real-time customization possibility Fundraising integration Real-time campaign metrics tracking Software/hardware specific to the campaign
  • 28. People Assets Internal – Board – Committee members and volunteers – Staff External – Most engaged online fans – Most influential online fans – Those you can count on Together – Champions group/advisory group
  • 29. Want to know a secret? https://www.flickr.com/photos/53098051@N02/5887099054/
  • 31. Social Media Champions Are Your Secret Weapon https://www.flickr.com/photos/51035555243@N01/6954844640/
  • 34. • Research • Asset & content development • Design campaign • Recruit champions 3 to 2 months out: Research & Design • Content creation • Campaign seeding • Solidify support, tactics, elements 1 month out: Solidify Plans • Activate and engage supporters • Execute • Monitor, Measure, Capture • Iterate (if necessary) Campaign: Activate & Engage • Evaluate campaign • Nurture new leads/emails • Deepen new supporter loyalty 1 week post: Evaluate & Engage Develop a Campaign Timeline
  • 35. Pre-campaign (1-3 months out) Research – Concept – Similar campaigns – Potential partners – Influencers – Most engaged supporters/potential social media champions – Internal capacity – Software/apps/tools needed Campaign Design – Goals – Channels – Activities – Metrics – Interactivity/engagement – Assets
  • 36. Pre-campaign (1-3 months out) Asset & Content Development – Social media channel customization – Graphic image and photo image design/dev – Website home page – Microsite/web page content – Email calendar – Write blog posts and social media updates – Develop editorial calendar – Survey or other evaluation tools – Blogger outreach
  • 37. Pre-campaign (1-3 months out) Supporters/Fans – ID Influencers/bloggers/mentions/most engaged – Pulse out social media messages to test idea & recruit participants – Recruit social media champions – ID partner orgs that will support your campaign – Develop a social media “champions” group – Test support for the idea amongst stakeholders
  • 38. Post-Campaign: Marketing Activities Evaluate – Send survey or other evaluation tools – Internal post-event evaluation • Mad, sad, glad feedback – Ask champions for feedback – Did it meet the campaign goals? – Review metrics Lead nurturing and loyalty development – Post-campaign email • What was accomplished + nurturing content – Ask them to do something else
  • 39. Campaign Design Checklist  Research the concept and evaluate support  Design the campaign  Set campaign goals  Select social media channels and assets to be leveraged  Assess internal assets and staff capacity  Create a campaign timeline  Content and asset development  Supporter/fan development  Technological elements  Create a campaign champions group  Evaluation  Post-campaign engagement strategy
  • 41. National Brain Tumor Society May 2014 http://www.braintumor.org/btam Evaluate and refine Move community to action Test new frameworks Foundation building
  • 42. Goals Increase engagement and activism with org social media channels Acquire new email addresses Test frameworks: – Video chat – Offer ideas – Give an email address Grow social media spaces, especially Twitter and Facebook
  • 43. Assets  Highly engaged national Facebook page (facebook.org/braintumors)  13 statewide Facebook pages, national Twitter account, large email list, blog, State Lead Advocates  In-house design and web dev capacity  Tools: Sprout Social, Hashtag, Mention, Zoom (for the Community Chat)  Downloadable publication: Frankly Speaking About Cancer: Brain Tumors
  • 45. Head to the Hill Advocacy Day FB Event as Conversation Convener Actively used in Head to the Hill FB event
  • 46. InfoSnaps Create Shareable Graphics Good reach & engagement; drove to website  Share to educate and build brand awareness  Lead to website http://www.braintumor.org/join-the-fight/brain-tumor-awareness-month/infosnaps.html
  • 47. Gated Material for Download 377 downloaded Frankly Speaking Online Community Chat Video Community Chat 39 first-ever participants; Focus: Frankly Speaking  Community-building element  Live video chat forum with various presenters and knowledge experts. http://braintumor.org/communitychat
  • 48. #BTVoice Online Campaign Submit advice through #BTVoice; share and support Registration Forms Community Chat and BTAM; BTVoice submit by email http://www.braintumor.org/btvoice
  • 49.
  • 50. 14 Days Thanks November 2013 Email photos to NYCEAC 17 photos submitted Submit photos through Facebook or Twitter 14 through Facebook, 3 through Twitter
  • 51. Goals • Test fan commitment on Facebook: – would they really take action if asked? • Determine whether or not the social strategy paying off • Deepen online fan engagement • Attract new Facebook fans (minor goal) Facebook commitment 702 Likes, 41 Shares, 35 comments 275% increase in fan engagement Total reach through Facebook 7281 = 137% increase 800% increase in new likes (177)
  • 52. Assets  Facebook page, over 1100 fans (https://www.facebook.com/NYCElderAbuseCenter)  Small Twitter following  Highly-respected blog in the elder justice field (http://nyceac.com/category/elder-justice-dispatch/)  Team commitment from all of the staff  Campaign Tumblr blog captures all submissionshttp://nycelderabusecenter.tumblr.com/)  7 submissions ready to go  Staff personally reached out to many other orgs and professionals to participate
  • 53.
  • 57. Why Campaigns Fail You don’t set a realistic goal Not setting a timeline for major campaign development points Single channel approach Not having the right measurement system in place or being able to measure success Undeveloped social spaces Not reaching out to most engaged social media fans ahead of time
  • 59. Resources/Additional Information Case Studies Wrap-Ups: – Blog post wrap up of 14 Days of Thanks: http://nyceac.com/elder-justice-dispatch-thank-you-for- making-14-days-thanks-a-success/ – Blog post wrap-up of #BTAM: blog.braintumor.org/head-hill-btvoice-btam-recap/ Online Campaigns: – Telling the Right Story for Online Campaigns: http://www.slideshare.net/lsgrodeska/telling-the-right-story- for-your-online-campaign-22830254 – Building a Ladder of Engagement in Online Campaigns: http://www.slideshare.net/newmediaclay/the-ladd – Best Practices to Build a Multichannel Campaign Plan: http://www.slideshare.net/womenwhotech/mulitchannelca mpaigns-interactionforum – Social media campaigns and practices: http://communityorganizer20.com/category/social-media- campaign/
  • 60. Email: debra@communityorganizer20.com Work email: daskanase@braintumor.org Website: communityorganizer20.com Blog: http://communityorganizer20.com Linkedin: linkedin.com/in/debraaskanase Twitter: @askdebra Other slides: slideshare.net/debask Telephone: (617) 682-2977 I’m always happy to answer follow-up questions!

Editor's Notes

  1. (only four new co-sponsors had signed-on in the previous five months)