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Advanced Topics: Next Level Direct Marketing

April 24, 2020

Description

Taking a step up from our 101 and 201 programs going beyond the basics and principals of the “what’s” and the “if’s”, to explore higher level, more strategic topics that can take your direct marketing programs to the next level. In today’s diverse and crowded marketplace, we all need to be looking beyond today and into what tomorrow will bring. We are utilizing plans, programs, data, and results gathered from actual client programs, the attendee will learn about topics such as:

  • Applying neuromarketing to your strategy and creative to get the best results
  • Modeling within co-ops, including email matches
  • Optimizing your Analytics
  • Social Frontier – what is the next FB fundraiser?
  • And much, much more featuring some of the industry's most dynamic speakers and deep thinkers

In today's marketing landscape, it's not enough to simply do what you’ve always done, donors are being distracted even more and social media is getting even more screen time from all donors and potential donors. Make sure you’re making the most of your budgets.

The mission of the 2020 Advanced Topic Webinars is simple, to help you take your programs to the next level.


8:30 - 9:45 AM EDT

Advanced Approaches to Modeling and Testing

What does ‘segment 1’ really mean? Top 100,000? Top decile? The goal of this presentation is to give marketers a better understanding of how segmentation is created in modeling, and how that information can be used to make informed decisions around marketing campaigns. Universe segmentation can help organizations be informed about the quality of names they are sourcing, both before mailing them and from mailing to mailing.

Do you have more things to test than your test quantity will allow? Multivariate testing will solve all your problems! Or some of your problems. Or at least might help you get the most out of your testing. This presentation will explain what multivariate testing is and the right times to employ it, and illustrate how fractional factorial (or Taguchi) designs can drastically reduce the number of tests you need to run. Plus, we’ll stop over in India, Japan, and the Guinness brewery in Dublin.

Objectives:

  1. Learn how model segments are created, and how they translate to better universe scorings
  2. Learn how maintaining model cut points empowers mailers to have a better idea of relative performance before mailing
  3. Learn how maintaining model cut points helps eliminate variables when evaluating campaign performance
  4. Learn how to test multiple things at the same time with a limited amount of testing inventory

Speakers:


Shane Marple, Predictive Client Solution Manager, Nonprofit, Wiland

Shane Marple has over 5 years’ experience at Wiland and currently is the Manager of Predictive Client Solutions, Nonprofit. He leads a team of statisticians and analysts who produce models, consult with clients, and look to enhance the client co-op relationship through improved results. He works to

help translate modeling methodologies and acquisition strategies to clients in simple, easy to understand language, working with nonprofit organizations large and small. Shane is passionate about helping organizations better evaluate their campaign performance, think about new and creative ways to acquire and retain a donor, and how modeling and audience creation can be tuned to answer these questions.


Jared Weiss, Director, Advanced Analytics, AARP

Jared Weiss is the Director of Advanced Analytics for AARP. Over the last eight years with AARP, Jared's work has involved applying a variety of data science techniques to solve problems for groups across the organization, ranging from membership to programs such as driver safety and caregiving to AARP’s foundation and advocacy work to ad sales. Jared’s team has built over one hundred models to support AARP (some highlights – predicting someone’s gender using their name, estimating someone’s likelihood to renew, and predicting someone’s likelihood of being a detractor; though Jared’s favorite model may be the run expectancy one he built to justify his decision, in his capacity as the AARP softball team’s third base coach, to not send a runner home). Some of his team’s other notable accomplishments include building a chatbot, using natural language processing to scrape aarp.org and automatically categorize pages, and building a Twitter bot to identify potential caregivers. Jared has degrees in Economics from the University of Chicago and Applied Economics from Johns Hopkins.


1:30 - 2:45 PM EDT

Fundraising Horizon: All Star Digital Panel

Speakers:


Beth Dahlman, Vice President, M + R

Beth Dahlman has over eleven years of experience leading digital strategy that moves people and raises money. She has led strategy for a diverse set of current and former M+R clients including World Food Program USA, Greater Cleveland Food Bank, Operation Smile, Doctors Without Borders/Médecins Sans Frontières (MSF), and others. Beth also oversees M+R's digital copywriting training ensuring all our clients put out content supporters actually want to read, and most importantly, meets their goals.


Marc Almanzor, Manager of Development Systems, Doctors Without Borders/Medecins Sans Frontieres

Marc Almanzor is the Senior Manager of Development Systems at Médecins Sans Frontières/Doctors Without Borders (MSF), where he oversees the fundraising operations team, ensuring donor gift information from all revenue channels arrives into the database safely, efficiently and accurately. Marc also moonlights on Twitch, where he has used his weekly livestream to raise funds for various organizations including MSF, Children’s Miracle Network Hospitals, National Alliance on

Mental Illness, Rise Above the Disorder, and Mercy Corps. An ardent advocate of livestreaming as a vehicle for both fundraising and community engagement, he most recently spoke at the 2019 Bridge Conference Idealab and published an article in the October 2019 DMAW Marketing Advents. Marc has a B.A. in History from Rutgers University and an M.A. in Diplomacy & International Relations from Seton Hall University.


4:15 - 5:30 PM EDT

It’s not about the Cheetos: Digging below the surface to find out what’s really happening with your data

Anyone can look at a campaign-level report and talk about performance. But surface-level analytics only tell part of the story. Without understanding what turbulence may be below the surface, you won’t have all the information you need to make informed strategy decisions. Deeper analysis, marrying up-front and long-term views, and setting aside your ego and biases about what you think will make the story of your data richer – and more actionable! This panel of fundraising strategists and analyst will share how you can dig deeper to find out the causes of performance aberrations. And they will show you how to craft a story about your data that tells you where you’ve been, where you are today, and what lies ahead for your program.

Objectives:

  1. Learn why deeper analysis is required to get at the root of the problem and to formulate the right solution
  2. Understand the impact of decisions and key events over time, and how sources of influence even years ago can have a notable weight on present day results.
  3. Beware of your biases and let the data guide your decisions
  4. What do Cheetos have to do with advanced analytics?

Speakers:


Kerri Kerr, COO, Avalon Consulting Group

Kerri joined the Avalon team in 2005, making the switch from client to consultant. She had already worked with Avalon closely for six years as Manager of Annual Giving Programs at The John F. Kennedy Center for the Performing Arts. It was at the Kennedy Center that Kerri honed her fundraising management abilities and developed her expertise in benefits- and mission-based offers, high-dollar and event fundraising, and donor relations consulting—all skills that continue to contribute to the success of her client accounts at Avalon.

As COO, Kerri is responsible for the day-to-day management of Avalon Client Services—supervising strategic consulting and deliverables for Avalon’s clients and ensuring that the staff and production processes are functioning at the highest level. She also oversees the fundraising programs for a diverse portfolio of clients, including the National Parks Conservation Association, National Geographic Society, Wolf Trap Foundation for the Performing Arts, Friends of the Smithsonian, League of Women Voters, and the National Museum of African American History and Culture. Her analytical expertise and understanding of long-term member value, retention, and return on investment are invaluable assets for the client programs she manages. Kerri’s creative writing background also contributes to the compelling creative that has resulted in some of Avalon’s most successful breakthrough fundraising campaigns.

When she’s not tending to the menagerie of stray animals that always seem to end up on her doorstep, Kerri enjoys attending area performances and exhibitions with her husband, Jonathan, and their sons, Liam and Owen.


TJ Hillinger, Vice President & Director of Analytical Services, Avalon Consulting Group

TJ came to Avalon in 2004 from NARAL Pro-Choice America, where she managed a 250,000-member integrated direct mail, telemarketing, and online direct marketing program, as well as a large state affiliate fundraising program. It was at NARAL that TJ discovered her passion for direct marketing and decided to make this her career.

After many years in Avalon’s Client Services, in 2015, TJ took on the position of director of the Analytics Department—giving her the opportunity to focus on her primary interest: analytics. In this capacity, she enjoys working with all of Avalon’s clients to leverage data to improve their multi-channel fundraising and marketing programs.

TJ relocated to Durango, CO in 2008 after a six-month sabbatical, which she spent backpacking through Asia with her husband, Bill. Out of the office, she enjoys hanging out with Bill and their son Zane, her two dogs and one cat, and—depending on the season—snowboarding or mountain biking.


Anne Morrison, Principal, Anne Morrison Consulting

Independent Consultant | 2019 to Present

Providing advisory services to non-profit organizations, universities, data services providers, and consulting agencies.

Contributions:

  • Established and refined requirements for reporting initiatives.
  • Distilled data and metrics into new reports and dashboards.
  • Developed and implemented business processes for report implementations after database conversions.
  • Upgraded analytic reports and dashboards, to reveal and clarify the stories and drivers behind the high-level fundraising KPIs.
  • Conducted audits and analysis of fundraising program health.

Senior Manager of Analytics Consulting | Target Analytics, Blackbaud | 2003 to 2019

Contributions:

  • Built and led the consulting team for the Target Analytics donorCentrics™ product line.
  • Used best-in-class data visualization techniques in unique, custom analysis for clients, benchmarking reports and dashboard products.
  • Evolved and redesigned the products to serve vertical market needs (tributes, giving day, crowdfunding, grateful patient); and fundraising strategies (online/offline, sustainer, mid-level, leadership giving).
  • Developed and implemented process improvements to enhance client communications, issues escalations, and quality control procedures. Rolled out internal and external documentation.
  • Consulted with the CRM database conversion teams and clients to implement analytic “smart-fields” for client-specific, segmented analysis and reporting capabilities.
  • Engineered the first global, collaborative peer benchmarking solution for 14 INGOs (UNICEF, Save the Children, UNHCR, Greenpeace, WWF, and others)
  • Presented the fundraising trends of hundreds of non-profit organizations, in nearly every sector, at conferences, to development committees of global organizations, and to individual clients within the US and Europe.

Contact Information

Direct Marketing Association of Washington (DMAW)
Name: Angelica Sullivan
Phone: (703) 689-3629
Email: angelica@dmaw.org
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