1 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA © COPYRIGHT ALL RIGHTS RESERVED 2013 ABILA BEST PRACTICES FOR LEVERAGING YOUR DATA TO INCREASE MEMBER ENGAGEMENT Carole Mahoney- Votility Richard Grochmal- Data RPM March 4, 2014

2 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA CAE CREDIT In order for AUDC participants to receive CAE credits, presenters must provide a final presentation to by February 12 th, 2014, to submit to ASAE for credit authorization acceptance.

3 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA LEARNING OBJECTIVES After participating in this session, you will be able to:  Transform government relations, and other cost centered programs, into revenue.  Build crucial member profiles to increase member engagement, acquisition and retention.  Develop a framework to develop your OWN best practices.  Leverage big data to test and improve on member engagement strategies.

4 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA PRESENTED BY Votility Sales & Carole Mahoney

5 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA KEY CONCEPTS AND TERMS Best practices Member engagement Membership personae profiles Campaigns Big data Cost centers

Cost centers become revenue generators. TRANSFORMATION

7 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA A ONE TIME DEAL?

Key to member acquisition and retention. MEMBER ENGAGEMENT

9 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA THE 4 BIG ENGAGEMENT QUESTIONS What’s in it for me? Why should I do this now? Who else like me is doing it? How do I do it?

10 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA SCIENTIFIC METHOD OF ENGAGEMENT Assumption Hypothesis Results Learned Answers Test

Creating your framework. BEST PRACTICES

12 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA MEMBER PERSONA PROFILES Demographics Psychographics Communication style Events/ Activities

13 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA ENGAGEMENT CAMPAIGNS Multiple channels Tied to an event or offer Specific to established profiles Closed loop reporting

14 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA GRASSROOTS ADVOCACY

15 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA ENGAGEMENT SCORING Social Media Content Events Advertising Advocacy

Applied learning from member engagement campaigns. BIG DATA

17 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA PRESENTED BY Data RPM -VP Sales & Business Richard Grochmal

18 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA DISCOVER, AND TAKE ACTION ON YOUR DATA Avectra Partner | Votility Partner Business Intelligence & Analytics Interactive Reports & Dashboards Ask Questions from your Data in Natural Language Can be embedded directly into NetFORUM

19 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA REPORTS & DASHBOARDS

20 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA DRILL DOWN, THEN ACT Double-click on any result and have the ability to drill down by associated dimensions and time stamps

21 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA TAKE ACTION ON YOUR DATA It’s never been easier to see the underlying data that makes up your reports and dashboards Double-click on any result and “See the Original Data”, then export with a single click… enabling you to take action

22 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA IIA – CUSTOMER USE CASE Please welcome Dima Semensky from IIA (The Institute of Internal Auditors) Dima is the CTO of IIA and will demonstrate IIA’s use case of DataRPM’s platform over their use of Avectra’s NetFORUM product

23 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA SUMMARY   Successful member engagement strategies answer the 4 basic questions of what, why, who and how.  Best practices are not handed down, they are developed over time.  Data drowning happens without a strategy and framework for decision making.  Transforming campaigns into non-dues fundraising revenue is not just about the big idea, but the campaign process.

QUESTIONS?

25 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA HOMEWORK Visit to download the following workbooks and eGuides.  eGuide: Member persona profile attributes  Workbook: Member persona profile questionnaire  Template: Member persona profile  eGuide: Transforming Government Relations into Non-Dues Revenue  Workbook: Grassroots Advocacy campaign planning

26 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA YOUR FEEDBACK IS IMPORTANT TO US! Completing a session survey is fast and easy: Stop by a kiosk or complete the survey on your mobile phone, laptop, or tablet through the Forward Together mobile app.  IOS and Android users may download the app from the App Store or Play Store by searching “AUDC14” Remember each completed survey is another entry for one of several daily prize drawings, including mini tablet! Your feedback helps us improve future sessions and presentation techniques.

27 © COPYRIGHT ALL RIGHTS RESERVED 2014 ABILA CONTACT US Presenter Contact Information:  Carole Mahoney   Richard Grochmal  Thank you for your participation!