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Tips for adding more automation to your workflows

Nhu Te
3 min read
Jun 19, 2024 11:45:36 AM
 

086: Tips for adding more automation to your workflows

Nonprofits continue to operate on slim margins, per The State of Nonprofit Marketing: 2024 Edition. How can marketers create a profound impact when we're already overwhelmed with a long list of to-dos?

Automation isn't something to be nervous about — using it certainly doesn't mean sacrificing personalization for your supporters.

On the contrary, when used thoughtfully, automation can deepen your connections through more effective segmentation and tailored messaging. In this week’s brief, we’re sharing resources to help better understand automation and the different ways to use it.

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Snackable snippets 

Fundraisers are missing opportunities to solicit 📖
New research reveals that giving in the first quarter of 2024 has remained flat. Although this isn’t a significant deviation from previous trends, Woodrow Rosenbaum urges nonprofits to ask more to tap into that generosity.

“We’re not asking all people to participate in giving,” he says. “We’ve seen lots of indications over the years that solicitation is lower than it should be. Yet in moments where we, the sector, do engage more broadly, we see a terrific and immediate response.”

Most nonprofits already use automation in some capacity, but it tends to be a commonly used automated email series, like a post-donation thank-you or monthly donor impact update.

While many organizations personalize their communications using merge tags, Tobes Kelly argues that this approach lacks diversity. He encourages nonprofits to think outside the box with automated cadences, providing three examples to inspire new strategies.

How to create a modern donor journey 🎧
In this episode of We Are For Good’s limited series called How It’s Built, Jon and Becky are joined by Nicholas Kristock, Founder and Executive Director of Fleece & Thank You, a nonprofit that provides psychosocial support and programs to children in the hospital.

Nicholas explains the value of donor journeys and shares his innovative framework for personalizing the donor experience.

3 ways to add automation to your digital fundraising 📖
Automation for nonprofits extends far beyond just email, and this article shares three ways to automate your workflow.

From letting AI help you with data analysis to optimizing content creation, learn how automation can scale your work and create more efficiency in your processes.

How an “abandoned cart” pop-up impacts monthly giving 📖
Like it or not, there will be people who abandon your website mid-donation. Whatever the reason, could including a reminder to complete their gift can uplift conversion rates?

The team at NextAfter tested this theory using an abandoned cart pop-up for monthly donors. This effort led to a 2x increase in conversion and a 142% bump in revenue.

 

In the news

Apple, known for its innovative digital products, just announced a new generative AI offering called Apple Intelligence.

“Our unique approach combines generative AI with a user’s personal context to deliver truly helpful intelligence. And it can access that information in a completely private and secure way to help users do the things that matter most to them,” Tim Cook said in a statement.


*****

Ad revenue continues to grow. A new forecast from GroupM estimates that global ad revenue will grow by 7.8% in 2024, reaching nearly $990 billion.

This growth sets the global ad industry on track to exceed $1 trillion in revenue by 2025, a year earlier than anticipated.

 

For your inspiration folder

Faced with the harsh reality of email fatigue, the American Association of Endodontists (AAE) recognized the need to diversify its marketing efforts.

To better capture their audience's attention, AAE implemented Feathr to integrate their email marketing with print, social, and digital advertising. The results spoke for themselves: The omnichannel approach generated $171K in membership dues and $649K in ticket sales for their 2024 annual conference.

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