Episode Transcript
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1:12
I created my Thinkview
1:15
campaign , the
1:17
video , which was about five
1:20
minutes long just less than five minutes
1:22
long sent it out , uploaded
1:24
my email list the whole thing in
1:26
less than an hour . So super
1:29
, super , super easy to do , and
1:31
I wanted to essentially like kind of walk you step-by-step
1:33
through the process of what I did and
1:36
then share the results with you and
1:38
how you can make me copy this into
1:40
your own personal strategy . I'm
1:45
the state . I'm the state . I'm the town . Hey
1:48
, there you're listening to the Missions to Movement's
1:50
podcast and I'm your host , dana Snyner
1:52
, digital Strategist for Non-Profits
1:54
and Founder and CEO of Positive
1:57
Equations . This show
1:59
highlights the digital strategies of
2:01
organizations making a positive impact
2:03
in the world . Ready to learn the latest
2:05
trends , actionable tips and
2:08
the real stories from behind the feed . Let's
2:10
transform your mission into a movement
2:12
. Hello
2:17
and happy holidays . As
2:20
I clicked record on
2:22
today's podcast , I
2:25
just wanted to share with you how
2:27
much of an honor it is that I
2:30
get to pop in and share
2:32
this time with you , and I just want to say
2:34
I appreciate you so much . This is episode
2:36
104 , which blows
2:40
my mind . I'll be coming up on the two
2:42
year anniversary of the podcast in
2:44
March , which is also crazy . I
2:47
have to do something cool for that . But I just wanted
2:49
to say thank you , as we're rounding
2:51
out the year and I've been doing a lot
2:53
of thank you related episodes
2:55
and today is
2:58
a little bit of a sneak behind the
3:00
feed of what I like to say of this show , of my
3:03
own personal strategy . So
3:05
recently , if you listened
3:07
to episode 101 , I had
3:09
JDBB from Ever True
3:11
on . He is the president
3:14
at Ever True and then he is also
3:16
the co-founder and CEO of
3:18
a product called ThankView , which is now rolled under
3:21
the Ever True suite of products for
3:23
nonprofits . And ThankView
3:26
specifically if you listened to episode
3:28
101 , is designed
3:30
to share video thank yous
3:33
to supporters after they
3:35
give . But it's really so much more than
3:37
that and that's where this episode dives into
3:39
and I wanted to share specifically how I just used
3:41
it and really had some compelling
3:44
insights . So I am obviously
3:46
not a nonprofit organization . I
3:48
work with you but I
3:50
love to test out different tools
3:53
when I have the ability to do so
3:55
, and especially anything that's in the
3:57
marketing wheelhouse , because I learn
3:59
, and the more that I learn , the more I can hopefully
4:01
share with you and give you some ideas . So
4:03
in this episode I wanted to
4:05
share with you a strategy
4:08
that you can take in Mimic utilizing
4:11
ThinkView , a video platform , and
4:14
it doesn't necessarily have to be around
4:17
a thank you for donations . There's lots of different ways
4:19
and reasons related to send a
4:21
video . Note right , and
4:23
so I created
4:26
my ThinkView campaign
4:28
, the video , which
4:31
was about five minutes long just
4:33
less than five minutes long sent
4:36
it out , uploaded my email list the whole
4:38
thing in less than an hour
4:40
. So super , super , super easy
4:42
to do and I wanted to essentially
4:44
like kind of walk you step by step through the process
4:46
of what I did and then share
4:49
the results with you and how you can make
4:51
me copy this into your own personal
4:53
strategy . Also , before we start
4:56
you might have heard this at the beginning If you want an
4:58
actual visual look behind
5:00
the scenes of the platform , I
5:02
am going to be hosting a webinar
5:05
with the Aperture team
5:07
. Get your January calendars
5:09
ready . It's going to be on January 16th
5:11
at 2 pm and it's all about the one
5:13
day approach to re-engage your supporters
5:16
, how to creatively use email and direct mail
5:18
together . It's going to be pretty exciting
5:20
. We're going to have some live hot seats . If you RSVP
5:23
before the end of the year , your
5:25
name will be thrown into that hat and
5:27
you can sign up for free at
5:30
positiveequationcom backslash thanks
5:32
to see kind of the back end
5:34
of thank you . And then also
5:36
my recent episode with Pledge
5:38
Mind , which is direct mail platform with
5:41
Lauren Daly . Also , an ever true
5:43
product is going to be featured
5:46
in that webinar as well . So hopefully
5:48
you can join Dennis from their
5:50
team and myself , as I think we're going to have a
5:52
lot of fun to kick off the new year together . Have
5:55
you ever had a brainstorm slump where you
5:57
just need somewhere to go for new
5:59
ideas ? Now , yes , this podcast
6:02
is for sure one . But I wanted to introduce
6:04
you to ever true studios . It's basically
6:07
like Netflix , but for fundraisers
6:09
. Their platform offers free on-demand
6:12
documentaries , series and over 250
6:15
podcast episodes tailored for
6:17
advancement professionals , like raise and
6:19
talking shop . You can subscribe
6:21
at ever truecom backslash
6:24
studios to start binging
6:26
and you can click the link in
6:28
the show . Knows , again , that's ever truecom backslash
6:31
studios . And since you're a podcast
6:33
fan , I just wanted to highlight you can go on
6:35
Spotify or Apple to find these shows . Right now , raise
6:39
podcast , hosted by the ever true CEO
6:41
, who's really talking about the most exciting
6:44
things and fundraising from a completely
6:46
different angle . That is what the raise podcast
6:48
is all about , and talking
6:50
shop is hosted by . David lively
6:52
is the senior associate vice
6:54
president for alumni relations and development
6:57
and campaign manager at Northwestern
6:59
University , and Aaron Moran , director
7:01
of commercial enablement at ever true and
7:03
the former associate VP and chief of
7:06
staff at DePaul University . So , basically
7:08
, what happens when an advancement
7:10
operations nerd and a big ideas
7:12
major gift guys sit down to chat
7:15
? They talk shop . So
7:17
raise podcast and talking shop go check
7:19
those out , go ahead and you can visit all
7:21
of these documentaries and content at ever truecom
7:24
backslash studios . Now
7:26
back to the show . So
7:28
let me dive into the platform
7:31
of thank you and let me share with you
7:33
what I did . So here's
7:35
the premise . The context was my
7:38
monthly giving mastermind program is
7:41
the next launch group . We'll
7:43
start in February , and so right
7:45
now I am at the time where I
7:47
am looking for five organizations that want
7:49
to build out their monthly giving programs and we
7:51
will help them do that in February , and
7:54
so I want to get an understanding
7:56
from my list of who's like a warm
7:59
lead , who's really interested in
8:01
participating in the program
8:03
, who has interest in it , who might have further questions
8:06
. They're tinkering on the website . They're
8:08
watching certain things that maybe they just haven't reached
8:10
out yet , and so I want to have a deeper conversation
8:13
with those people to understand their needs and their
8:15
goals . So I decided
8:17
I always like to do things of value to
8:19
put together a video sharing
8:21
how to find 10 monthly
8:23
donors right now within
8:26
your existing supporter base . So
8:28
that was my video . When you open
8:31
up Thinkview , they have lots
8:33
of different templates . You can send birthday
8:35
videos , anniversary videos , you can
8:38
send a request for videos , you can send thank you
8:40
for donations . There's lots of different ones
8:42
. I selected Other and
8:44
, as I went through the process , it's very step
8:47
by step . So the first thing
8:49
that you want to do is you select that kind
8:51
of context for what your campaign is going to be . Then
8:54
you add your recipients very easy
8:56
, uploaded my CSV file
8:58
. Then you get to put together your
9:00
message , which is the email
9:03
setup that is going to be sent out to your
9:05
recipients , and the video
9:07
will be shown in the
9:09
body of the email . Either you
9:11
can have a little envelope . That's like
9:13
somebody gets to click the envelope to open it and then view
9:15
your video . You can share a thumbnail video
9:18
or an animated thumbnail like a GIF and
9:20
that's what I chose . You pick your subject
9:22
line , your sender name , your reply
9:25
email and then you can select even the
9:27
font for the body of your email . And
9:29
I had . Mine was very short and
9:32
I just said hey , there have five minutes , question mark
9:34
, smiley face . And then I had my message
9:36
saying I put together a quick
9:38
video for you , sharing a three-step process
9:40
to get 10 new monthly donors right now
9:42
from your existing audience . And
9:44
my button said ooh and
9:47
I say it like that because it literally made the O's go
9:49
ooh , tell me more
9:51
. And everything was branded in my
9:53
colors . I could upload my logo
9:56
and then the video was down below and it says
9:58
watch your video . So
10:00
it happens when somebody clicks watch your
10:02
video , or the button is
10:04
there's this branded landing page
10:06
that you can create . And
10:08
what I did was I just quickly went
10:10
into Canva and I created this gradient
10:13
of my brand colors and
10:15
did that as the background , but you could upload
10:17
photos and make
10:19
it really fun and creative on your own . I
10:22
kept mine pretty simple with the color gradient and
10:25
I added a button as
10:27
my attachment below my video , which was
10:30
monthly , giving mastermind info , and people
10:32
could click that . You could have a PDF
10:34
. You can actually embed a form right
10:36
on this page , which is pretty cool . Mine
10:39
linked out to my mastermind and then
10:41
you can have text below the video . So
10:43
what I decided to do in mine because it was
10:45
nearly , it was four minutes and 55
10:47
seconds I did
10:49
chapters , so I said recap and
10:52
then I outlined essentially at what time
10:54
stamps what things I was talking about
10:56
, and then I give a little bit of context
10:58
about the program and I say click
11:00
the button for all the details to apply , and
11:03
my recipients had the ability to reply
11:06
with a video recording , reply
11:08
with an email , and they could also save
11:10
the video . All of that was put
11:12
together . Then the actual concept
11:14
of putting together the video is also very
11:16
easy . Something that I think is really
11:19
cool . They offer
11:21
the ability to have intro
11:23
themes and outro themes , so
11:26
you can do those separately and you can essentially
11:28
like build your video together
11:30
instead of having to have that Pre-edited
11:32
. You could select that before and
11:34
after , or you can just have your recording
11:36
and you can either upload
11:39
your recording , which is what I did , or
11:41
you can Physically just
11:43
record it using your webcam on your computer
11:45
. So once you have that
11:47
all message together . Then
11:49
you can preview that sequence
11:51
. You can send it a test email
11:54
out to yourself , which I did a couple of times
11:56
to make sure everything looked okay , and
11:58
then you can either schedule everything
12:00
to go out right then in the moment
12:02
, or you can pick a time at
12:05
a future date for it to go out , and then you'll be able
12:07
to see any of the replies , if there was something
12:09
that you were kind of asking for a reply with . So
12:11
that's , in a nutshell
12:13
, the process that I went
12:15
through to create my campaign , and On
12:18
the dashboard it gives you a breakdown
12:21
of metrics and you can click into them further
12:23
. Hey , I
12:25
hope you are enjoying this episode . I wanted
12:27
to give you a quick announcement . The
12:29
next round of my monthly giving mastermind
12:32
will start in February . Previously
12:34
it was mid-January , but as I'm going
12:36
through 2024 planning , I really want
12:38
to give us all time to get settled
12:41
into the new year . So the monthly
12:43
giving mastermind will start in February
12:45
for five organizations max . So
12:48
if building a monthly donor program
12:50
has been on your to-do list , that
12:52
it keeps getting pushed back due to limited
12:54
time or resources , this is
12:56
for you . By April , you
12:59
will have a program that is ready
13:01
to go live . So let's make it happen
13:03
together . You can head to positive
13:05
equation dot-com back slash mastermind
13:08
to learn all about it , to apply
13:10
to view more details and to view
13:12
our work with featured alumni of the program
13:14
. Again , that's positive equation dot-com backslash
13:17
mastermind . So
13:20
something else that I really like about
13:22
the performance overview screen that
13:24
I'm looking at as I'm telling you
13:26
this is Underneath
13:28
your stats . It gives you an industry average
13:31
. So I am obviously not the
13:33
industry for this , but it was interesting
13:36
for me to see . So , for Open
13:38
rates , the industry average says
13:40
it's 21.3 percent , mine
13:43
was 44.7 . That that was really
13:45
interesting . And then clicked
13:48
, the industry average is 2.63
13:51
percent and mine was 6.6 percent
13:53
, but that was also interesting
13:55
. It gives me the
13:57
amount that was delivered , how many bounced
14:00
most of my , 94 percent of mine Delivered
14:03
, which is pretty good . And then it gives
14:05
you and this is the meat
14:07
and potatoes that I wanted to share with
14:09
you those numbers are great , right
14:11
. However , what
14:14
I really wanted to focus on was
14:16
I only have five people in this mastermind
14:18
at the time because it is very personalized
14:20
and With any very short within
14:22
three months . We're getting a monthly giving program live
14:24
, so we want to be able
14:27
to have a lot of personalization
14:29
with people . So the
14:31
next stats that it shares is all
14:33
about the video I started
14:36
watching , finished watching , total
14:38
views , average view and
14:41
call to action clicks . So
14:43
the average view of
14:45
my video was 50% . So
14:48
this is good for me to know , even for future reference
14:50
. So roughly that Two and a half
14:52
minute mark people were watching too
14:54
, and then call to action
14:57
clicks and you can click into
14:59
each of these stats and
15:02
you can see the emails and
15:04
the names of who those
15:06
people were . So Today
15:08
what I did was I went through anybody
15:11
who Clicked on the call to action
15:13
clicks and actually something else I might do is
15:15
go into the finished watching list when I have
15:17
some time and I sent personalized
15:19
emails to everyone
15:21
that clicked on the
15:24
button . So in your case , let's
15:26
say you are sending out an email and the
15:29
button is asking somebody
15:31
to make a donation , there's
15:34
probably going to be more people clicking the
15:36
button than actually make gifts , right ? So
15:38
you'd want to do a cross check of people who actually
15:40
donate it . But for those that didn't , you
15:42
could personally reach out and say
15:44
hey , saw you were interested
15:46
. X , y and z message
15:49
, right , but you're able to significantly filter
15:51
down and find the warm
15:53
leads of people who
15:55
had the intent . They clicked the button
15:58
, they finished watching the video and
16:00
you can lead them to that next step
16:02
. We are all very
16:04
, very busy people , so
16:07
and I talked about this on a webinar recently where
16:09
I need to
16:11
see something seven
16:13
, eight times to take an action
16:16
between watching Kennedy , who
16:18
is eight months old now
16:20
and I swear she's going
16:22
to walk any day , which blows my mind she wants to
16:24
pull up on everything . So constantly watching
16:26
her taking care of , like , my
16:28
business and family , getting things ready
16:30
for the holidays like things are crazy
16:33
, right , just life happens , and so
16:35
this is a way where
16:38
you can take that extra personalized
16:40
step by filtering down into
16:42
this warm list somebody to
16:44
reach out to . Other things I'll just quickly
16:46
note on here you can see location metrics
16:49
of who is your most engaged audience
16:51
views by device engagement
16:54
scores , average engagement by age
16:56
, age breakdown , so I
16:58
thought this was pretty interesting . There are
17:01
a plethora of more features in here
17:03
, including SMS messaging , which is
17:05
also very cool , but I just wanted
17:07
to share this quick strategy with
17:10
you and I hope it's helpful . There's so many ways that
17:12
you could think about using this for anybody who
17:14
does have a monthly donor program , sending
17:16
a video just to say happy anniversary
17:19
for six months of giving and
17:21
ask them to reply
17:24
back to you saying why do you love this program
17:26
. I think there's so many creative ways
17:28
to utilize video to make a really
17:30
personalized connection with
17:32
people , so I hope this was helpful
17:34
. Again , if you are interested
17:37
in learning more or even just jumping
17:39
on a demo with the team I think JD
17:41
graciously he did , he
17:43
graciously shared his email address with
17:46
us in the previous episode Reach
17:48
out to JD . It's just JD at
17:50
ever truecom . Of course
17:52
you can just go to think view on their website
17:55
as well or ever true . And
17:57
again , I would love to share with you
17:59
the free webinar with EverTru's team
18:01
on January 16th of really how to
18:04
use video campaigns , email
18:06
and direct mail to reengage
18:08
your supporters right at the beginning
18:10
of the year . So RSVP
18:13
, start the new year with me . It
18:15
is a great way to be sending out
18:17
these video emails , a great way to just stay
18:19
top of mind with your supporters . I
18:21
know it feels like oh my gosh , we're
18:23
doing so much at end of year , like do they really want
18:25
to hear from us again ? Yeah , yes
18:29
, yes . So
18:32
we're going to talk strategically about how to make that
18:34
happen . Again , you can RSVP
18:36
at positivequationcom
18:38
. Backslash . Thanks and
18:41
y'all . This is
18:43
. I think there's one more
18:45
episode that I'm going
18:47
to share with you this year
18:50
, and then it's going to be 2024 . I'm going to take a
18:52
brief break during the
18:54
holidays to spend time with some family
18:56
, and I am just I'm going to
18:58
say this in the other episode too but I am wishing you the
19:01
most joyful , healthy , happy
19:03
holiday season and
19:06
I am so , so , so grateful for you
19:08
If you have enjoyed listening to this
19:10
episode and episodes throughout the
19:12
year . If you can , please leave a
19:14
review on the podcast
19:17
on Apple Spotify , wherever
19:19
you listen . I would be forever grateful
19:21
to you . I promise I read every single one
19:23
and thank you so
19:25
much for listening . Can
19:27
you tell I love talking all things digital
19:29
to make this show better ? I'd
19:31
be so grateful for your feedback . Leave
19:34
a review , take a screenshot of this episode
19:36
, share it on Instagram stories and
19:38
tag positive equation with
19:40
one E so I can reshare and
19:42
connect with you .
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