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campaign management & product integration

Product Management, Project Management, Marketing, Content Creation, Strategy, Tactics, User Experience Design, Visual Design, Information Architecture, Systems & User Flows

PROJECT CONTRIBUTIONS
THE SOLUTION

As manager of individual giving, it was my responsibility to develop strategic solutions and oversee their implementation, in consultation with team and our consultants, TRG Arts, who later joined us in the 14/15 season. From the time of my first campaign in the 11/12 season to my last in the 15/16 season, the following solutions were continually explored, built, tested, and redesigned.

  • Segmentation and investment strategy: after greater analysis of the behavioral patterns of the donor—including purchase and donation habits, event attendance, and online engagement—we shifted our strategy to narrow our aim, and find in the right offer for the right person. We increased our segments from 4 to 15, including more customized upgrade offers for existing donors, and gateway offers to prospective donors. The content was designed to personalize the tone, and deepen the relationship with the donor. While previous campaigns front-loaded expenditures with a single mass direct mail piece with a wide-net cast, we shifted our strategy to focus our direct mail on only the 5000 households most likely to donate. This allowed us to increase the frequency of the mailings in concert with a digital strategy. Over the course of a three-month campaign, people would receive 3-4 mailings, with e-blasts interspersed so as to build the momentum towards shorter deadlines.

  • Reducing costs: we did this in two ways: by seeking high-margin initiatives like the in-theatre tactics, and by working to reduce the fixed and variable direct mail costs. We worked with our suppliers and bulk ordering some supplies for the year rather than by campaign, we worked to reduce our overall print and mail preparation costs.

  • In-theatre tactics: Promote the campaign at the most visible and meaningful interaction point in our user journey, at the theatre itself. We designed in-theatre experiences to promote the campaign, including installations in the lobbies, an onstage video played before the show, and appeals from actors immediately after the performance, followed by them directly collecting donations in the lobby.

  • Increased Analysis: we developed a more rigorous analysis and processing system to better evaluate the response rates, cost of sale, return on investment, and cost per piece.

  • More effective messaging: we evolved from scattered messaging across the two campaigns, to a single brand and communication theme for the year in which the campaigns were integrated. In the 15/16 season, our theme was “a home for artists,” with the two campaigns elaborating on this single message about the Arts Club’s role in the community, and how donations make it possible.

  • Digital strategy: Our aim was to tell better stories, and to tell them in the places that theatre goers would see them. We had both a digital and in-theatre strategy. Our digital strategy was to increase the quality of our content, by using digital storytelling to tell the artists’ and donors’ stories. Better stories meant that we were able to make a more memorable impact and tap into why people support the arts in their community.

  • Emotion experience design to create unique tactics that delight users: We created experiences as gateway incentives rather than tangible benefits, for example offering a backstage tour of the set of Mary Poppins. We strived to design an emotional experience that would add a wow factor, and draw attention through authentic means that would help to deepen engagement and loyalty.

CONTEXT

As manager of individual giving (2012-2016) for the Arts Club Theatre Company, the largest year-round theatre company in Canada, it was my responsibility to oversee and grow individual giving, which are necessary for fund its many programs and services. Oversaw two year-round membership programs: the Artistic Director's Circle for donors $1500-$4999, and the Friends Giving Circle for donors $20-$1499. I was supported by the individual giving team, consisting of two coordinators and the Director of Development. I also had the support of a contract graphic designer and a videographer.

Twice annually, the Arts Club solicits the visitors to its three stages. The Holiday Campaign and summer Matching Campaign are the most public and successful means for building awareness of the Arts Club’s philanthropic message. The goal of these campaigns are to serve as a pipeline that feed the membership programs, so as to acquire, retain, and grow donors over time.

During my 4.5 year tenure as Manager of Individual Giving, I oversaw 9 of these campaigns. With over 2/3 of the year spent in campaign mode and communications sent every 10 days, each successive piece and tactic was an iteration and test for the next.

THE PROBLEM

From the beginning of my tenure, the campaigns faced 5 ongoing problems:

  • Cost and Revenue: the cost of sale began at $.50 per dollar raised, which we aimed to reduce to $.30 per dollar raised.

  • Donor Acquisition, Retention, and Growth: the segmentation strategy was limited to only 4 segments at the outset: ticket buyers, subscribers, unrenewed donors, and lapsed donors. The offers were not customized, leading to minimal upgrades and growth.

  • Insufficient Analytics: overreliance on out-of-box reports of the database, Tessitura, without enough analysis the effectiveness of each piece, or sufficient data on the financial performance.

  • Share of the Spotlight: the campaigns needed to compete internally for the spotlight and ticket buyers’ attention. The promotion of the campaign was often secondary or minimized among the company’s communications to place an emphasis on ticket sales instead.

  • Awareness: the earlier campaigns were scattered in their focus, with all of the community and artistic programs featured in each piece. The busy images and text reduced the absorption of the message. Many subscribers and visitors were still unaware of the charitable status and community initiatives of the Arts Club.

  • 112% revenue growth for the Friends program between the 11/12 season (the year I started) to 15/16 fiscal period (my last season).

  • 71% membership growth for the Friends program in the same period

  • 22% growth in the average gift size, with 21% of returning donors upgrading their gifts

  • Lower cost, higher revenue from each campaign. Redefined campaign key performance indicators that set the bar higher. For example, in the 15/16 Matching Campaign, we had a 23.78% cost of sale on the targeted appeals, and the return on investment was $3.21 per dollar spent. Our cost per piece on the targeted appeals was $1.04. This is big improvement on the 14/15 Matching Campaign, which had a 75% cost of sale, an ROI of only $.33 per dollar spent, and a cost per piece of $1.81.

  • More in-theatre strategies for greater impact and lower cost. Lobby gifts became one of the most popular giving channels, with 28% of revenue from the 15/16 Matching Campaign from this channel.

  • Greater investment in the individual giving team to execute and implement the strategy

  • Greater investment in digital storytelling

THE RESULTS
SAMPLES OF CAMPAIGNS
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