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  • 1.  "We Miss You" campaigns

    Posted 07-11-2023 02:42 PM

    Hi all –

     

    We are getting requests from our annual giving/reunion/campaign colleagues to undertake a "we miss you" type campaign to reactivate people who have been either coded Do Not Solicit OR one of the contact/communication opt outs. 

     

    There is a sense that our alumni may have opted out of one channel for a particular communication, but not realized they were opting out of all communication from us in that channel.  Anecdotally, it came up last year around reunions, where if we had them as no email, they did not get any information about their reunion activities, and so were upset they missed out.  We implemented about 2 dozen different types of email opt-outs and opt-ins about 5 years ago, (ie, please send me emails about X or do not send me emails about Y), but if the donor or alumnus just sends a blanket, don't email me, we honor that but they won't see all of the opt in/out options.

     

    Besides violating some of the laws in place (particularly California, GDPR etc) – it concerns me from a donor relations perspective.  Has anyone successfully done a campaign like this?  Did you use alternate methods like a postcard to get them to opt-in to emails?  Was it successful?  Is this standard practice?

     

    Secondarily, we believe that our previous phone program callers were incorrectly flagging people as Do Not Solicit when the reality was Do Not Phone – but we can't make a determination one way or the other, and I hesitate to put them back into an email solicit stream.

     

    I'd welcome some insight – I did poke around the Best Practices but didn't see anything particularly addressing this but I may not have been looking in the right place!  

     

    Thanks in advance!

     

    Aimee ��

     

    ---------------------------------------------------

    Aimee S. Fitzgerald, MLIS

    Executive Director, Advancement Services

    University Advancement

    William & Mary

    asfitzgerald@wm.edu

    (o) 757-221-1196

    (c) 757-634-7704

     

    Go All In for W&M Athletics!

     



  • 2.  RE: "We Miss You" campaigns

    Posted 07-12-2023 07:56 AM

    Hi Aimee....

    It is certainly reasonable to send a "we'd love to be back in touch with you" postcard to those who opted out.  I would suggest doing this for those who opted out several (5?) years ago - and possibly even start with the reunion classes stating you'd like to inform them of reunion activities.  The messaging could also include "did you know you can select your contact preferences on our website" (and list some/all of them).  You are correct that many alumni do not recall opting out, or do not realize they are opting out of all email. In other cases, alumni might have resolved their negative feelings that caused the opt-out.  Remember, anger is a form of engagement - apathy is the problem!  

    Hope that helps.  



    ------------------------------
    Terry Callaghan
    Zuri Group
    terry@zurigroup.com
    ------------------------------



  • 3.  RE: "We Miss You" campaigns

    Posted 07-12-2023 08:05 AM
    Agreed. We did this as a matter of protocol every three-five years or so.

    We sent a very nice letter - hand-signed by someone of authority. It acknowledged that we had coded them (and mentioned that coding) and had tried to honor that request. And then offered various ways to reconnect.

    Not surprisingly, many people had been coded "No Contact" without their knowledge! We discovered that many such codings were misunderstandings by a gift officer. The donor might have gotten upset about a specific mailing or phone call but never intended to be cut off entirely!

    Anyway, if the donor did not respond to the letter, they would be left alone for another 3-5 years. Or, if they did respond with a firm "leave me alone" statement, we coded them as a permanent No Contact, and they would not be picked up in the next engagement attempt.

    John


    John H. Taylor
    Principal
    John H. Taylor Consulting, LLC
    2604 Sevier St.
    Durham, NC   27705
    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987







  • 4.  RE: "We Miss You" campaigns

    Posted 07-12-2023 08:30 AM
    As an aside, I believe organizations must establish a "Communication Control Protocol." You should eliminate any "willy-nilly" coding of records for high-level communication exclusions. Advancement Services should manage these exclusion assignments.

    While a gift officer can suggest an exclusion, I think we owe it to the donor to communicate with them one final time, explain what the exclusion (and its permanence) means, and indicate then we will check in with them every few years to verify they are happy with the exclusion.

    Granula exclusions, such as not receiving a certain mailing or annual report, do not require as tight a control.

    When I was at Duke, we had over 100 of those granular exclusions. Of course, never offer an exclusion you cannot manage! Anyway, we had nine high-level exclusion codes (do not contact/mail/email/phone/solicit plus three anonymity levels) that could only be assigned by my staff. The other 100 or so could be assigned by areas responsible for the excluded communication piece. However, only Advancement Services could apply the code (we had to make certain we could control for it!).

    The periodic "we want you back" letters only went to those coded with one of the top nine flags.

    A Communication Control Protocol and the centralized process goes a long way in unnecessarily estranging donors from your family!

    John


    John H. Taylor
    Principal
    John H. Taylor Consulting, LLC
    2604 Sevier St.
    Durham, NC   27705
    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987







  • 5.  RE: "We Miss You" campaigns

    Posted 07-12-2023 02:06 PM
    Thanks Terry - valuable insight here!

    _________________
    Aimee S. Fitzgerald, MLIS
    Executive Director, Advancement Services
    Office of University Advancement
    William & Mary
    asfitzgerald@wm.edu