Driving Donations

5 simple ideas to increase your donations

Recently I was discussing donation pages with one of our customers and we touched on what helps make one Donation Page better than others.

Based on our discussions and research did you know:

  • 8 out of 10 donation pages are not mobile friendly – that equates to 84% of charities across Australia
  • It takes someone 6 seconds to make a decision
  • In 2013, 50% of PayPal donations came from Australia. I in 4 were mobile donations

That is some interesting statistics. How many times has someone been to your donation page and left within 6 seconds because it is too hard? I know I have personally done that.

Donations

So what can you do to change this? Here are 5 simple ideas that can make a big difference:

  1. Less is more – keep to one page and giving too many options on your donation page can backfire
  2. Make it easy – think from the donors perspective, make sure it is mobile responsive (76% people open emails on phone)
  3. Chunk the content – use a wizard format to ensure you get the detail you need but keep it simple at the same time
  4. Be safe – ensure you can demonstrate that you are PCI compliant and have measures in place for spam/phishing attacks
  5. Be grateful – don’t start your thank you page with “Thank You”. Acknowledge your donors and what can be achieved because of their donations and support.

Lastly, don’t forget we live in a connected and engaged world. Ensure your supporters can share on Social Media and you stay connected with them on whichever channel they choose.

The above may seem like simple ideas but they will ensure you are engaged with your supporters and delivering the best experience that will encourage donations and engaged supporters.

Going to the FIA conference in Melbourne? Drop by the Salesforce.Org Zone Stand (28) at the FIA conference and let’s have a chat about how we can help optimise your donations page and process or say hello via email or phone 02 8090 1478.

Friendly AMS tools for your entire business

MemberNation – A whole new world for Associations

Our lives never stay the same so why should the technology we use? Surely it should always be evolving and provide a better experience. The good news is that apps built on the Salesforce Platform are constantly being upgraded with new features and enhancements being provided in each release. But what if it is time for a bigger change?

MemberNation, a membership app built entirely on the Salesforce platform, is one of those apps that is releasing the new version that has so many new features it is hard to list.

So what is the next best thing? How about watching the recording of our recent Webinar showcasing the new update to MemberNation.

 

In case you want a breakdown of what MemberNation provides here are the highlights:

  • Full Membership Lifecycle including renewals
  • Events Management for simple and complex, multi day/session/location, Events
  • Communities Portals for Members to self service and manage their account and renewals
  • Access “out of the box” to over 80 payment gateways globally
  • eStore functionality allowing organisations to sell any goods via their own online store.
  • Forums via the Community portal
  • Create, Managing and track Committees all within the app
  • Realtime Donation processing
  • Streamlined workflows using the power of the Salesforce platform
  • Reporting and Dashboards providing insights for your orgainsation
  • And the main thing – Providing one view of all interactions with your members in one place

How does your existing Membership Management tool stack up?

Reach out and drop us a note or give us a call (61 2 8090 1478) if you want to know more about MemberNation and how Morphate can help you.

If you are attending the Associations ForumNational Conference in Adelaide then drop by the Salesforce Foundation Booth (7) and have a chat with Andrew Hill and the team about how you can leverage Salesforce and apps like MemberNation in your Association.

Embrace Change

Driving change and success with Salesforce and Causeview

Embrace Change

Making a decision to move your core Supporter Systems is not something any organisation does lightly, especially if you have an important Fundraising event on the horizon. For Sydney Children’s Hospital Foundation (SCHF) the question wasn’t should we do it, it was why can’t we do it. The challenge was… can we do this within 3 months?

In December 2014 SCHF met with us to discuss their options of moving onto the Salesforce platform. SCHF were drowning in manual processes, spreadsheets and a system that wasn’t providing any value to their organisation. They wanted and needed technology that allowed them to capture donations from various sources (Website, Community, during Events etc) in a timely basis. There were a few choices of products on the Salesforce platform and SCHF turned to Morphate to provide our recommendation. We dived into the Morphate Toolkit and Causeview was recommended as the best fit for the current and future requirements.

As we have previously blogged, Causeview has a lot of functionality that allows organisations to manage their supporters, events, volunteers, community fundraising, online donations etc etc etc.  In February the implementation element of the project kicked off and SCHF were on the way to the new world with Causeview and Salesforce.

We, SCHF and Morphate, had our work cut out for us. Our challenge was to ensure the solution was live and could support the live televised, Gold Telethon on 8th June. This meant we had three months to be live.. a tough ask but we, both Morphate and SCHF, knew we could do it.

You may ask “why were you so confident?” simply because the groundwork had been set months before we kicked off the project.

“They always say time changes things, but you actually have to change them yourself.”
Andy Warhol, The Philosophy of Andy Warhol

Projects, no matter what size, are successful when you have a Change Management strategy embedded from the start. For SCHF this was before Morphate was engaged. As Jo Price, IT Systems Manager at SCHF, said

The basis of our change management strategy was to keep the whole team involved throughout the whole project from recording current business process and listening and acting on their ideas for improvements, scoping to testing to training and going live.  

So, when it came to the Telethon, SCHF were on top of their game and had the right tools to support them on the day. What impact did this have? Jo Price said,

The biggest successes we have had by implementing Salesforce with Causeview has been the time savings, data accuracy and better reporting tools to enable us to better manage our supporters.

Apart from peer to peer fundraising, our donations all feed directly into our Salesforce and Causeview in real time. We no longer download and then upload donations, and we can get real time updates on fundraising dollars.  This was extremely successful for our annual Telethon, we were able to pull reports showing donations every 10minutes to update the live broadcast dollars raised.

We have also seen huge time savings with our Recurring donors – this whole process is now automated.  We can now focus on proactively calling these supporters and managing our relationship with them.

I, like many, watched the Telethon as Causeview and Salesforce was stress tested throughout the day with all donations being processed in real time and over $5.2million in monies raised. It was great knowing SCHF knew exactly what their donations were at any point in time during the day.

 

Telethon Call

It is important to note that the solution wasn’t implemented solely for the Telethon, this is the core Supporter solution for SCHF and Salesforce and Causeview is embedded across the entire organisation. Every interaction with a supporter is captured and allows the team to have meaningful conversations with their supporters with each interaction.

SCHF Leanne Warner

Change and Technology solutions go hand in hand. We’ve all seen those projects which “implement” a solution without a supported Change Management Strategy and result in low adoption, no improvement in process or supporter engagement.

Leanne Warner, CEO of Sydney Children’s Hospital Foundation, said

Working with Morphate to implement Salesforce has renewed my faith in the possibility of adding great new technology without it destroying your business at the same time.

It is important that the NFP select an outstanding IT Systems project manager to guide the vendor and carefully change manage expectations internally, but you have to be happy if your vendor turns out to be a really great business partner who cares about great outcomes.

Sure we encountered hurdles and frustrations, but Morphate took responsibility to ensure that we were successful with our roll out and I have confidence that they will continue to help to support us on an ongoing basis.

As a team we are all proud of what we have accomplished over the past 5 months and we have learnt a lot along the way that will help others to be successful. We all know that Salesforce is the best CRM product available in the Sector today, and if you want the system to add the most value it can, I would recommend that you speak to Morphate and start scoping!

The team at Morphate are here to help you with your project regardless of how small or big it is. Reach out and drop us a note or give us a call (61 2 8090 1478).] and let’s talk about transforming your organisation with Technology for Good.

MOR-launch

Morphate Using Salesforce to transform Not for Profits across Australia & New Zealand

Over the past few weeks Peter Chalmers and I have been busy setting up Morphate – the only Salesforce Partner that is focussed solely on driving transformation in the Not for Profit sector across Australia and New Zealand.

You may ask why – well I think the sector deserves a Salesforce partner that is focussed on delivering the best of breed products for Not for Profits. Regardless of your size or complexity we have a range of products in our toolbox that will meet your needs.

At our official launch this week, during Salesforce at CeBit, it was fantastic to see and speak with so many #NFP’s that attended CeBit to understand what new technologies are available and how they can be used in their organisations. In case you missed it here is the presentation that we presented at the Salesforce Theatre sessions during Salesforce at CeBit which showcased some of the products available to help drive transformation in Not for Profits.

We are Morphate – Technology for Good from Morphate All the above products are built on the Salesforce platform allowing you to leverage Salesforce and other apps from the appExchange across your entire organisation. But what if you missed CeBit or wanted a deeper dive into those products?

Well you’re in luck, over the coming weeks we will be delivering regular Webinars about the products that are available to you, detailing how you can be using these in your organisation. To ensure you get the most from the webinars I have included a poll below for you to vote on which sessions you are interested in attending. Your votes will determine the order the Webinars will be presented. We will publish the agenda for the webinars in a new post so be sure to follow our blog to stay in touch.