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Copy My Video Strategy To Find Warm Leads In Your Email List

Copy My Video Strategy To Find Warm Leads In Your Email List

Released Wednesday, 13th December 2023
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Copy My Video Strategy To Find Warm Leads In Your Email List

Copy My Video Strategy To Find Warm Leads In Your Email List

Copy My Video Strategy To Find Warm Leads In Your Email List

Copy My Video Strategy To Find Warm Leads In Your Email List

Wednesday, 13th December 2023
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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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