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Lessons Learned
from a Cool, Cause-
Marketing Initiative
The Andre Agassi Charitable Foundation / eec
Program Supported by eec-Member Volunteers
February 11, 2009
Abstract
In 2008, the Email Experience Council partnered with The Andre Agassi Charitable Foundation
(AACF) for its non-profit initiative. A volunteer-team of industry professionals, from more than
eighteen different organizations, has had its share of challenges and successes in creating and
sustaining a program focused on growing the list, building awareness, and increasing donations
from event and online channels.
This presentation covers:
• How our virtual team organized around a cause marketing strategy
• What not to do in a cause marketing context
• Why email marketing is a natural fit
• What can be accomplished with new media/Web 2.0 assets and channels (i.e. blogging,
social networks, Twitter, video, etc.) on a limited budget
• How cause marketing can help your business grow and make a difference for others
Panelists & Moderator
• Julie Krell, Director of Marketing & Communications, The Andre
Agassi Charitable Foundation
• Dylan Boyd, Vice President of Sales & Strategy, eROI
• Chris Frasier, Account Development Manager, BlueHornet
• Heather Vessey, Email Group Manager, Bonnier Corporation
• Erick Mott, Communications Director, Lyris
In this Presentation…
• How to organize for a cause
• What not to do in a cause marketing context
• Why email marketing is a natural fit
• What can be achieved with Web 2.0
• How cause marketing can help your business
and make a difference for others
• Q&A
What is Cause Marketing?
• Marketing that involves the cooperative efforts of a
“for profit” business and a “non-profit” organization
for mutual benefit; also referred to as “cause-
related marketing”
• Marketing relationships that do not include direct
donations from a “for profit” to a “non-profit.”
– Example: eec-member organizations collaborating to
support The Andre Agassi Charitable Foundation
Supporting eec-Member Organizations
About The Andre Agassi
Charitable Foundation
Who is Andre Agassi?
- Tennis champion with 8 Grand Slam
titles and an Olympic gold medal
- Started The Andre Agassi Charitable
Foundation in 1994
- Retired from the tour in 2006
- Deeply focused on improving U.S. public
education for underserved children
- Foundation has raised nearly $75 million
- Grand Slam for Children benefit concert
has been primary fundraising vehicle
The Foundation’s Mission
The Andre Agassi Charitable Foundation is
dedicated to transforming U.S. public education for
underserved youth. The Foundation drives reform
by engaging in practice, policy and partnerships that
provide quality education and enrichment
opportunities.
The centerpiece of the mission is the Andre Agassi
College Preparatory Academy.
Andre Agassi College Preparatory
Academy in Las Vegas
How to Organize for a Cause
• Commit
• Secure executive sponsorship
• Set goals
• Plan and communicate
• Manage tasks and expectations
eec’s Program Goals
• Grow Foundation database of donors and friends
in order to reach out to more people who may
have interest in giving
• Communicate with donors more regularly with
meaningful content; segment database to better
target messaging
• Increase online giving (year over year
comparison, how far can we move the needle?)
Tactical Planning
Month 1 Month 2 Month 3 Month 4 Month 5 Month 6
PRE LAUNCH
OPTIMIZE
AWARENESS
DONATIONS
Create
TargetList
Create
Ad
needsLaunch
Ad
(VIV)
TestEm
ailListLaunchCreate
Viraland
Social
Netw
ork
Effort(Facebook)
Design
conversion
em
ailforopt-ins
Launch
em
ailstrategy
BluehornetDB
setup
G
oogle
Analytics
key
w
ords
leveraged
for
copy
Creative
optim
ized
Define
G
oals
Team
m
em
bers
chosen
GoalsidentifiedStrategyPresented
Basicelem
entsin
process
Reach
outto
Partners
Create
test
offer
O
ptim
ize
Strategy
Tw
eak
Creative
Design
Creative
Em
ailsentfrom
Bluhornet
Resultreview
s
and
nextsetof
optim
izations
set
Define
G
oals
for
reach
and
audience
Recom
m
end
Search
O
ptim
ization?????
Launch
Test
offer
Analyze
Results
Launch
em
ailCreate
em
ail
stream
to
m
ove
donors
into
frequent
donors
LESSON #1
Manage priorities and plans carefully
so everyone on the team is on the
same page and can deliver on
commitments. Don’t bite off more
than you can chew.
What Not to Do
• Use it for personal gain
• Commit without executive sponsorship
• Expect too much from volunteers
• Over promise and under deliver
• Ignore the power of good collaboration
LESSON #2
Participate for the right reasons;
be authentic and transparent.
Why Email Marketing is a Natural Fit
• Overview of 2008 accomplishments
– Before and after examples
• Focus for 2009
• Next Steps
Email marketing works for trusted fundraisers.
Program Accomplishments from 2008
• Refinement of creative and strategy
• New sign-up page
• Implemented branded double opt-in email targeted at
new site sign-ups
• Welcome letter sent daily to all new subscribers
• Post card and new newsletter templates completed
Double Opt-In
• New process
• Focused on building
strong list of engaged
subscribers
• Will help respect people’s
choice of how they would
like to communicate
Welcome Letter
• Personalized introduction to
the Foundation
• Provides history about the
Foundation and sets
expectations of what’s to come
• Acts as an immediate touch to
new subscribers
• Subscribers able to donate
from email
Newsletter: Before
• Time and resource limitations
resulted in duplication of print
version sent via email
• All content contained in email, no
links to Foundation site or other
call to action
• Required a lot of effort on behalf
of the subscriber to digest
messages
Newsletter: After
• On brand, shorter, more dynamic and
incorporates smaller articles which people
can link to the full version online
• Also includes snippet text, anchor tags,
view online and navigation links for readers
to use as a jumping off point to get to
different areas of the Foundation site
• Goal is to further engage subscribers and
help create an emotional connection with
the Foundation
• Vehicle to provide an update about
projects and initiatives
Focus for 2009
• Monitor subscriber behavior and continually adjust plan
based on measurable results
• Implement segmentation strategy based on preferences,
demographic data and behavioral information
• Optimize list growth opportunities where they make sense
and will produce the best engagement possibilities
• Recruit partners to help drive sign-ups, awareness and
online donations to the Foundation
Next Steps
• Fold in additional communications such as follow up
emails based on what new subscribers stated they were
interested in during the sign-up process
• Continue to shape communications strategy with
Foundation staff in a sustainable way
• Branding updates
• Leverage Web 2.0
LESSON #3
Solid email marketing strategy and
execution = lower costs and increased ROI
[manage bandwidth and expectations when working
with partners and volunteers with other commitments]
What Can Be Achieved with Web 2.0?
• Social capital online does convert to $upport
• Move people with authentic stories and a
cause (consider Obama’s election campaign)
• Scalable, cost effective channels and tools:
• Facebook’s “Cause” Application
• LinkedIn; Twitter
• Blogging; Web 2.0 badges
Examples
Create a 501c3 cause in Facebook
i.e. Keep the Arts in Public Schools,
500,000+ members & growing
Supporters add cause link to profiles
This helps to create social capital
Examples (cont.)
Supporters post
mentions and
links on Twitter
Examples (cont.)
1) David Armano’s Blog, Network and
Social Capital
2) Her Family’s Story and Needs
3) Their Cause and Online Results!
Web 2.0 Badges for 2009
Creative by Smith-Harmon
These new Web 2.0 badges
will enable supporters to
post in their blogs, social
networks, newsletters,
websites and email to drive
more support and donations
for the Foundation.
LESSON #4
Get in the Web 2.0 game with leaders and
powerful stories. Brands with fans, and a cause,
create results.
How Cause Marketing Helps
• Business:
– Morale
– Goodwill
– Awareness and PR
– Networking
– Brand loyalty and differentiation
– Sales
How Cause Marketing Helps (cont.)
• Non-profit:
– Mission impact
– Revenue generation beyond donations
– Enhanced visibility
– Audience access
– Leadership and volunteers
– Connections/expertise in marketing
– New channels
Cause Marketing Tips
How can my team boost business by giving back?
1. Identify a cause that fits your business
2. Don’t manufacture your concern
3. Define your marketing goals
4. Don’t gloss over the business benefits
5. Put metrics in the process
6. Don’t be modest about your involvement
7. Integrate cause marketing with your other marketing efforts –
through internal communications and marketing plans
8. Make sure that your charitable organization promotes your
business in all of their marketing programs
Source: Joanna L. Krotz
LESSON #5
Cause-based partnerships benefit businesses
and non-profits. Enjoy, everyone wins.
Summary
TOP FIVE LESSONS:
1) Manage and don’t bite off more than you can chew.
2) Be authentic and transparent.
3) Solid email marketing = lower costs & increased ROI.
4) Brands with fans, and a cause, create results.
5) Enjoy, everyone wins.
Q&A
Ask good questions and receive a signed ball from
Andre Agassi…
Support the Foundation to Help
and Learn More
• Subscribe to the newsletter; visit
www.agassifoundation.org
• Add the Foundation link in your Facebook and
LinkedIn profiles
• Blog and Tweet about the Foundation
• Join the eec / Foundation team

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Lessons Learned from a Cool, Cause-Marketing Initiative presentation from the Email Evolution 2009 conference.

  • 1. Lessons Learned from a Cool, Cause- Marketing Initiative The Andre Agassi Charitable Foundation / eec Program Supported by eec-Member Volunteers February 11, 2009
  • 2. Abstract In 2008, the Email Experience Council partnered with The Andre Agassi Charitable Foundation (AACF) for its non-profit initiative. A volunteer-team of industry professionals, from more than eighteen different organizations, has had its share of challenges and successes in creating and sustaining a program focused on growing the list, building awareness, and increasing donations from event and online channels. This presentation covers: • How our virtual team organized around a cause marketing strategy • What not to do in a cause marketing context • Why email marketing is a natural fit • What can be accomplished with new media/Web 2.0 assets and channels (i.e. blogging, social networks, Twitter, video, etc.) on a limited budget • How cause marketing can help your business grow and make a difference for others
  • 3. Panelists & Moderator • Julie Krell, Director of Marketing & Communications, The Andre Agassi Charitable Foundation • Dylan Boyd, Vice President of Sales & Strategy, eROI • Chris Frasier, Account Development Manager, BlueHornet • Heather Vessey, Email Group Manager, Bonnier Corporation • Erick Mott, Communications Director, Lyris
  • 4. In this Presentation… • How to organize for a cause • What not to do in a cause marketing context • Why email marketing is a natural fit • What can be achieved with Web 2.0 • How cause marketing can help your business and make a difference for others • Q&A
  • 5. What is Cause Marketing? • Marketing that involves the cooperative efforts of a “for profit” business and a “non-profit” organization for mutual benefit; also referred to as “cause- related marketing” • Marketing relationships that do not include direct donations from a “for profit” to a “non-profit.” – Example: eec-member organizations collaborating to support The Andre Agassi Charitable Foundation
  • 7. About The Andre Agassi Charitable Foundation Who is Andre Agassi? - Tennis champion with 8 Grand Slam titles and an Olympic gold medal - Started The Andre Agassi Charitable Foundation in 1994 - Retired from the tour in 2006 - Deeply focused on improving U.S. public education for underserved children - Foundation has raised nearly $75 million - Grand Slam for Children benefit concert has been primary fundraising vehicle
  • 8. The Foundation’s Mission The Andre Agassi Charitable Foundation is dedicated to transforming U.S. public education for underserved youth. The Foundation drives reform by engaging in practice, policy and partnerships that provide quality education and enrichment opportunities. The centerpiece of the mission is the Andre Agassi College Preparatory Academy.
  • 9. Andre Agassi College Preparatory Academy in Las Vegas
  • 10. How to Organize for a Cause • Commit • Secure executive sponsorship • Set goals • Plan and communicate • Manage tasks and expectations
  • 11. eec’s Program Goals • Grow Foundation database of donors and friends in order to reach out to more people who may have interest in giving • Communicate with donors more regularly with meaningful content; segment database to better target messaging • Increase online giving (year over year comparison, how far can we move the needle?)
  • 12. Tactical Planning Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 PRE LAUNCH OPTIMIZE AWARENESS DONATIONS Create TargetList Create Ad needsLaunch Ad (VIV) TestEm ailListLaunchCreate Viraland Social Netw ork Effort(Facebook) Design conversion em ailforopt-ins Launch em ailstrategy BluehornetDB setup G oogle Analytics key w ords leveraged for copy Creative optim ized Define G oals Team m em bers chosen GoalsidentifiedStrategyPresented Basicelem entsin process Reach outto Partners Create test offer O ptim ize Strategy Tw eak Creative Design Creative Em ailsentfrom Bluhornet Resultreview s and nextsetof optim izations set Define G oals for reach and audience Recom m end Search O ptim ization????? Launch Test offer Analyze Results Launch em ailCreate em ail stream to m ove donors into frequent donors
  • 13. LESSON #1 Manage priorities and plans carefully so everyone on the team is on the same page and can deliver on commitments. Don’t bite off more than you can chew.
  • 14. What Not to Do • Use it for personal gain • Commit without executive sponsorship • Expect too much from volunteers • Over promise and under deliver • Ignore the power of good collaboration
  • 15. LESSON #2 Participate for the right reasons; be authentic and transparent.
  • 16. Why Email Marketing is a Natural Fit • Overview of 2008 accomplishments – Before and after examples • Focus for 2009 • Next Steps Email marketing works for trusted fundraisers.
  • 17. Program Accomplishments from 2008 • Refinement of creative and strategy • New sign-up page • Implemented branded double opt-in email targeted at new site sign-ups • Welcome letter sent daily to all new subscribers • Post card and new newsletter templates completed
  • 18. Double Opt-In • New process • Focused on building strong list of engaged subscribers • Will help respect people’s choice of how they would like to communicate
  • 19. Welcome Letter • Personalized introduction to the Foundation • Provides history about the Foundation and sets expectations of what’s to come • Acts as an immediate touch to new subscribers • Subscribers able to donate from email
  • 20. Newsletter: Before • Time and resource limitations resulted in duplication of print version sent via email • All content contained in email, no links to Foundation site or other call to action • Required a lot of effort on behalf of the subscriber to digest messages
  • 21. Newsletter: After • On brand, shorter, more dynamic and incorporates smaller articles which people can link to the full version online • Also includes snippet text, anchor tags, view online and navigation links for readers to use as a jumping off point to get to different areas of the Foundation site • Goal is to further engage subscribers and help create an emotional connection with the Foundation • Vehicle to provide an update about projects and initiatives
  • 22. Focus for 2009 • Monitor subscriber behavior and continually adjust plan based on measurable results • Implement segmentation strategy based on preferences, demographic data and behavioral information • Optimize list growth opportunities where they make sense and will produce the best engagement possibilities • Recruit partners to help drive sign-ups, awareness and online donations to the Foundation
  • 23. Next Steps • Fold in additional communications such as follow up emails based on what new subscribers stated they were interested in during the sign-up process • Continue to shape communications strategy with Foundation staff in a sustainable way • Branding updates • Leverage Web 2.0
  • 24. LESSON #3 Solid email marketing strategy and execution = lower costs and increased ROI [manage bandwidth and expectations when working with partners and volunteers with other commitments]
  • 25. What Can Be Achieved with Web 2.0? • Social capital online does convert to $upport • Move people with authentic stories and a cause (consider Obama’s election campaign) • Scalable, cost effective channels and tools: • Facebook’s “Cause” Application • LinkedIn; Twitter • Blogging; Web 2.0 badges
  • 26. Examples Create a 501c3 cause in Facebook i.e. Keep the Arts in Public Schools, 500,000+ members & growing Supporters add cause link to profiles This helps to create social capital
  • 28. Examples (cont.) 1) David Armano’s Blog, Network and Social Capital 2) Her Family’s Story and Needs 3) Their Cause and Online Results!
  • 29. Web 2.0 Badges for 2009 Creative by Smith-Harmon These new Web 2.0 badges will enable supporters to post in their blogs, social networks, newsletters, websites and email to drive more support and donations for the Foundation.
  • 30. LESSON #4 Get in the Web 2.0 game with leaders and powerful stories. Brands with fans, and a cause, create results.
  • 31. How Cause Marketing Helps • Business: – Morale – Goodwill – Awareness and PR – Networking – Brand loyalty and differentiation – Sales
  • 32. How Cause Marketing Helps (cont.) • Non-profit: – Mission impact – Revenue generation beyond donations – Enhanced visibility – Audience access – Leadership and volunteers – Connections/expertise in marketing – New channels
  • 33. Cause Marketing Tips How can my team boost business by giving back? 1. Identify a cause that fits your business 2. Don’t manufacture your concern 3. Define your marketing goals 4. Don’t gloss over the business benefits 5. Put metrics in the process 6. Don’t be modest about your involvement 7. Integrate cause marketing with your other marketing efforts – through internal communications and marketing plans 8. Make sure that your charitable organization promotes your business in all of their marketing programs Source: Joanna L. Krotz
  • 34. LESSON #5 Cause-based partnerships benefit businesses and non-profits. Enjoy, everyone wins.
  • 35. Summary TOP FIVE LESSONS: 1) Manage and don’t bite off more than you can chew. 2) Be authentic and transparent. 3) Solid email marketing = lower costs & increased ROI. 4) Brands with fans, and a cause, create results. 5) Enjoy, everyone wins.
  • 36. Q&A Ask good questions and receive a signed ball from Andre Agassi…
  • 37. Support the Foundation to Help and Learn More • Subscribe to the newsletter; visit www.agassifoundation.org • Add the Foundation link in your Facebook and LinkedIn profiles • Blog and Tweet about the Foundation • Join the eec / Foundation team