Shiv will show you to use Emails to Grow, Engage and Retain Your Members.
In this presentation you will learn how to:
- Leverage reminder emails to increase renewals and event attendance
- Engage new and existing members by using welcome emails
- Convince prospective members to join your organize using “Nurture Campaigns”
3. You’re not alone
www.wildapricot.com
We call this being in “Excel Hell”
● Collecting cheques from members
● Depositing them at the bank
● Reminding members about renewals
● Chasing down people who haven’t paid
● Going through all the same steps for
events
● Keeping track of everything in Excel…
Worst of all: your organization and your
cause suffer
4. Imagine a future where
www.wildapricot.com
● Your members can auto-renew their dues
● Your events can be registered to online
● Your members receive renewal and event
reminders
● You NO LONGER need to track everything in
Excel
What would you do with all that extra time?
5. Where you want to be
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Free...to focus on your passion
This is what drives us.
6. The question is HOW?
www.wildapricot.com
The answer: Emails!
We’re going to show you 3 essential strategies to use emails to grow, engage and
retain your members
Are you ready?
(Type YES in the chat box if you are!)
8. Does your membership renewal process look like this?
www.wildapricot.com
Membership expires
1. You realize (often too late) that a
member is no longer a member
via Excel
2. You chase the person down
3. You collect payment, often as
cash/cheque
4. You have to go to the bank to
deposit the funds
5. You update your Excel
spreadsheet
6. The process repeats the
following year
9. What your membership renewal process SHOULD look like
www.wildapricot.com
Membership expires
Member receives a
reminder in their email
Member pays online and
renews membership
Your membership
database is automatically
updated
11. What your strategy should be
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Imagine your members’ membership expires in 45 days
14 Days Left
Send Reminder 1
7 Days Left
Send Reminder 2
On Expiry
Send Notification
3 Days after Expiry
Grace Period Email
7 Days after Expiry
Final Reminder
*Note 1: and if they renew,
stop the email campaign!
**Note 2: always give them
the chance to opt-out of
your emails.
12. The formula for a good renewal email
www.wildapricot.com
1. Thank them for being a member
2. Notify them that their membership is about to expire — Give the exact date + how many days
they have left!
3. Explain what benefits they will lose if they do not renew their membership (this is critical!)
4. Give them exact steps on how they can renew their membership with a link to a payment page
5. Give your contact information if they have any questions
6. Thank them again
7. Sign
8. Add a P.S. that reiterates all the above information in 2 sentences — many people skip emails
but read the PS!
14. Here’s a cool stat
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If a member makes it to Day 100 with your organization, odds are they will
stay with you for 5 years.
How much time do you spend welcoming new members?
15. How most people welcome new members
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New member joins
Member receives simple
welcome email
16. What new members are often feeling
www.wildapricot.com
Your newest members are your most “excited” yet most “anxious” prospects
● Excited to join
● Excited to participate
● Also feeling anxious wondering
if they made the right decision
17. The right way to welcome new members
www.wildapricot.com
New member joins
Member receives simple
welcome email
Think bigger!
Member gets invited to
next event right away
Member gets all
information they need to
succeed
Member gets to talk to a
human being!
18. The formula for a good welcome email
www.wildapricot.com
1. Thank them for joining
2. Assure them that they’ve made an amazing decision!
3. List all the benefits they have just opened up for themselves by joining your organization
4. Get them engaged! Give them something to do! (This is critical)
a. E.g. ask them to attend an upcoming event (with the registration link)
5. Give them all the logistical details for their membership
6. Give your contact information if they have any questions
7. Thank them again
8. Sign
9. Add a P.S. that reiterates all the above information in 2 sentences — again, many people skip
emails but read the PS!
19. Bonus: Follow-up!
www.wildapricot.com
Remember: People forget things!
Also remember: if you help new members
succeed in the first 100 days, they’ll stay
for up to 5 years!
Check in after a week, 2 weeks to see how
they’re doing! Call them via phone!
23. Answer: Following Up!
www.wildapricot.com
With someone’s email, you have the opportunity to talk about
all the wonderful benefits of joining your organization
BIGGEST MISTAKE people make:
They stop at the thank you email
24. What you should be doing
www.wildapricot.com
1 day after
Thank them via
email
3 Days later
Send them value
via email
7 Days later
Send them more
value
Prospect attends
event
All emails
should ask them
to become
members!
25. Example of an email for prospects
www.wildapricot.com
27. Imagine a future where
www.wildapricot.com
● Your members can auto-renew their dues
● Your events can be registered to online
● Your members receive renewal and event
reminders
● You NO LONGER need to track everything in
Excel
What would you do with all that extra time?
28. Who uses Wild Apricot? Is this for you?
www.wildapricot.com
Over 16,000 small organizations with over 55,000 admins serve over 5 million members
30. My one request
www.wildapricot.com
Our mission: to better the lives of passionate individuals
running small organizations everywhere and to help those
organizations make a bigger impact
My one request: Please commit your time and energy to
move your organization forward...we’ve helped over 16,000
organizations already and we can help yours succeed
31. Start a 30-Day Free Trial Today
www.wildapricot.com
Go to: www.wildapricot.com
32. Special Offer: If you upgrade to a paid plan
www.wildapricot.com
Get 15 months for the price of 12 when you sign up for an annual contract
Step 1 Step 2 Step 3
Start a
Free Trial
Upgrade to a
paid account on
an annual plan
(10% off)
Email
coaches@wildapricot.com with
your account ID and we’ll give
you 3 more months!
33. If you have questions
www.wildapricot.com
Email coaches@wildapricot.com
We’d love to help you!
Dont make this a “what if” - teach them here. Talk with authority. “In my experience, its a good ideas to have a automated emails that go out 30, 14 and 7 days before someone's renewal date, you’ll be surprised at how many people will respond, and how much money you will stop losing.”Formula:
-What you should do?,
-why you should do it?,
-how will you do it(show in product)?
Dont make this a “what if” - teach them here. Talk with authority. “In my experience, its a good ideas to have a automated emails that go out 30, 14 and 7 days before someone's renewal date, you’ll be surprised at how many people will respond, and how much money you will stop losing.”Formula:
-What you should do?,
-why you should do it?,
-how will you do it(show in product)?
Dont make this a “what if” - teach them here. Talk with authority. “In my experience, its a good ideas to have a automated emails that go out 30, 14 and 7 days before someone's renewal date, you’ll be surprised at how many people will respond, and how much money you will stop losing.”Formula:
-What you should do?,
-why you should do it?,
-how will you do it(show in product)?
Dont make this a “what if” - teach them here. Talk with authority. “In my experience, its a good ideas to have a automated emails that go out 30, 14 and 7 days before someone's renewal date, you’ll be surprised at how many people will respond, and how much money you will stop losing.”Formula:
-What you should do?,
-why you should do it?,
-how will you do it(show in product)?
Dont make this a “what if” - teach them here. Talk with authority. “In my experience, its a good ideas to have a automated emails that go out 30, 14 and 7 days before someone's renewal date, you’ll be surprised at how many people will respond, and how much money you will stop losing.”Formula:
-What you should do?,
-why you should do it?,
-how will you do it(show in product)?
Dont make this a “what if” - teach them here. Talk with authority. “In my experience, its a good ideas to have a automated emails that go out 30, 14 and 7 days before someone's renewal date, you’ll be surprised at how many people will respond, and how much money you will stop losing.”Formula:
-What you should do?,
-why you should do it?,
-how will you do it(show in product)?
Dont make this a “what if” - teach them here. Talk with authority. “In my experience, its a good ideas to have a automated emails that go out 30, 14 and 7 days before someone's renewal date, you’ll be surprised at how many people will respond, and how much money you will stop losing.”Formula:
-What you should do?,
-why you should do it?,
-how will you do it(show in product)?
Dont make this a “what if” - teach them here. Talk with authority. “In my experience, its a good ideas to have a automated emails that go out 30, 14 and 7 days before someone's renewal date, you’ll be surprised at how many people will respond, and how much money you will stop losing.”Formula:
-What you should do?,
-why you should do it?,
-how will you do it(show in product)?
Dont make this a “what if” - teach them here. Talk with authority. “In my experience, its a good ideas to have a automated emails that go out 30, 14 and 7 days before someone's renewal date, you’ll be surprised at how many people will respond, and how much money you will stop losing.”Formula:
-What you should do?,
-why you should do it?,
-how will you do it(show in product)?