KIMBIA: GIVING POWER

Configuring a time-based, goal-based, participatory fundraiser in Kimbia is a snap.

Part 2 of this simple guide explains how to:

1. Define a specific, public financial goal and goal date for your campaign
2. Enable your donors to also advocate and raise money for your campaign
3. Publicly display campaign progress and the progress of individual advocates
4. Track the performance of advocate supporters
5. Link a registration form to a donation form so that a new registrant is automatically signed up to raise money
6. Review a demonstration site that can be used as a model for your campaign

How Everybody Advocacy works for donors and donor advocates

Each time a donor donates to your campaign, they will see several options on the confirmation screen for viral or social promotion of the campaign. Each donor will also receive an email with simple instructions on how to promote the campaign. Donor advocates can email friends from the email button ... ... or post their personal link via Facebook or Twitter Facebook post Donors following the link will be taken to a donation form personalized for that advocate. Donor advocates can also publish their fundraiser on a personal Web page or blog. On blogs or personal pages, the entire donation form is displayed and donors can complete the transaction without every leaving your advocate’s site. It is important to note that your organization always controls the donation form centrally from the Kimbia control panel. Anytime you change options in the control panel, all remote forms will change instantly. When the campaign is over, all the remote forms will automatically turn off. Each time a donor advocate gets a new gift, they will receive a follow up email letting them know who gave the gift with a handy link to send a thank you note via email. Advocates will also get a status update on their fundraising progress and the progress of the overall campaign. Each email update also includes further encouragement and tools for continuing the promotional effort. When a donor gives to an advocate, the advocate who encouraged the donation is recognized in their email receipt.

Tracking your advocate’s progress via reporting and promoting further action

Keeping up with your individual advocates during the campaign is easy. One of the default reports in Data Management is Everybody Performance under Financial Transactions. This report lists each advocate, their unique AdvocateId, the number of gifts they’ve received and the URL of the Web sites where they have received gifts. Of course, it is always a great idea to email your best advocates to keep them motivated and thank them for their support. AdvocateId is a standard field in reporting. So, if you’re running a report to look at individual gifts to the campaign, you can add this field to see which gifts were given due to advocate activity. Also, AdvocateId can be exported the same way that email addresses can be exported. This is useful for several purposes, including:

1. Sending follow up emails to your advocates to encourage them to start fundraising or continue fundraising.
2. Embedding the AdvocateId in emails sent from your regular email application so you'll be able to track gifts that come from promotional activities, such as email forwarding.
3. Adding AdvocateIds to future campaigns. Even if the donor advocate has not interacted with that campaign you can attach their AdvocateId to a donation form URL and track their promotional activity.

In Part 3, we’ll provide a walkthrough of a model advocacy-based fundraising site and explain how to tie a registration to your fundraiser.

Friday, April 23rd, 2010 Comments Off