Steps to Creating a Successful Mobile Giving Campaign With our favorite mobile fundraising campaigns to guide you, it’s time to look towards your own campaign. Follow these steps to ensure your mobile fundraising efforts are a success: Incorporate Mobile Fundraising into Your Overall Strategy Incorporating a mobile fundraising strategy into your existing fundraising strategy can be a daunting task. Before you begin, you need to answer the following questions: Who is going to be in charge of running the mobile fundraising campaign? Getting your mobile fundraising campaign off the ground might require some staff reallocation. If you foresee needing more than just a few hours here and there reallocated from your existing staff, then it might be wise to consider hiring a new team member to take on the responsibilities associated with mobile. What is our plan for mobile fundraising? If you need to maintain text-to-give donations every week, you’ll have to come up with an individual plan for how you incorporate those donations into your existing fundraising strategy. Likewise, if you reserve mobile fundraising for only special occasions, you’ll still need to create a contingency plan. When will the mobile fundraising campaign take place? It’s important to determine a timeline for implementing mobile fundraising. Keep in mind that your mobile fundraising campaign promotions will need to precede your actual campaign launch. The key is to plan ahead! Where will we tell people about our mobile fundraising plans? In addition to using your existing modes of communication to get the word out about your mobile fundraising campaign, your nonprofit can also let its donors know about mobile fundraising at a pre-planned event, such as a concert, annual gala, or church service. Once you’ve answered all of the above questions, you can move on to the technical aspects of mobile fundraising. Check that You’re Ready for Mobile Make sure your mobile donation forms work well and are fully functional. You probably already have an online donation form that matches the look and feel of your nonprofit’s website. But now is the time to rework that existing online donation form so that it’s mobile-responsive. Here are some concrete steps you can take to make sure you’re ready for mobile: Have members of your nonprofit’s staff test your mobile donation website. Ask your trusted peers to fill out a survey. Widen the sample size to include long-time donors. The key at each stage is to make sure that there are no kinks in the system. If there are any technical difficulties, you want to identify and solve them sooner rather than later. Ask donors you trust and whose opinions matter to you to test your mobile fundraising out first. They’ll be the ones who will be honest with you and who will give you the most useful and most constructive feedback. Verify Your Donor Information When incorporating mobile fundraising into your existing fundraising strategy, it’s vital that you have accurate information about your donors. Consider reaching out to existing donors and having them confirm their contact information so that you can easily reach them in the future. For instance, you can send out an email blast to your existing donor base, asking your donors to verify their email addresses. Or you can call donors to confirm their phone numbers and offer them the opportunity to get in on your mobile fundraising campaign. After you confirm that the information you already had was accurate (or after you update it if it was not), the next step is to figure out a way to collect accurate new data. If you don’t already have a way of capturing and incorporating new donor data into your CRM system, then it’s the perfect time to look into adopting both a way to capture leads and a way to manage your constituent relationships. Choose Your Champions Inspire new donors to join your mobile fundraising campaign by recruiting existing donors to be advocates and influencers. The key is to find supporters who are most likely to be your mobile fundraising champions and help you cast a wider net. Think pastors, volunteer group leaders, and the most active members of your organization. They’ll get the word out through their own social networks, families, friends, and coworkers. Once you’ve chosen your champions, you need to not only ask for their advice, but also give them the tools necessary to spread the word. Starting with small, influential groups has been proven to be one of the best ways to make anything popular. Trends tend to trickle down from the most vocal advocates. Set Attainable Goals Setting a specific goal for your mobile fundraiser will make it far more attainable than if you were to send out general pleas. For instance, if you’re a church, you’re almost always raising money in one form or another. Setting a specific, attainable goal for your next church fundraiser, like raising exactly $5,000 to build a new steeple, causes church members to take notice. When they feel like they’re helping to reach a concrete, tangible goal, people are much more inclined to donate. When you’re planning any mobile fundraising campaign, make sure that you’re customizing your appeal in a way that entices people to get involved. Be sure that your goals are realistic. As a good measure, you can base your expectations on your past experiences. If your donors have been reticent to adjust to new giving avenues in the past, you may want to ease them into this new transition slowly. However, if your donors have always been on board with change and adopting new ways of giving, you can adjust your expectations accordingly. More than anything, be upfront and honest about your nonprofit’s needs and goals. You’d be surprised how willing people are to give when they feel like they know what’s going on. Make Your Plans Known When moving to mobile, some donors may be more hesitant than others. That’s why you need to reassure donors that when they receive messages from your nonprofit on their mobile devices, it’s all coming from you. Of course, they probably already know that you’re the ones behind the emails that they receive, but they may not know that you’re 100% behind the text-to-give technology that they’re using. In order to reassure donors that this new way of donating is secure, you can ask them to: Add your nonprofit’s mobile fundraising number into their phones. You can include your nonprofit’s mobile number on business cards, information packets, and wherever else you distribute valuable information. Mark your nonprofit’s emails as “important.” Keep your communications out of the junk folder! Bookmark your nonprofit’s website to keep up with any updates. If your website is easily accessible, your donors and volunteers will be much more likely to check it. Let your donors know that if they get a text message, it’s from you, not a robot. Also, stress that you won’t be spamming them, so every message, email, or text is seen as important and relevant. Execute, Track, and Improve The final step in launching a mobile fundraising campaign is to execute. Then, as you go along with your mobile fundraising campaign, track your progress and take note of what works well and what doesn’t. Once you’ve gathered enough information to make an informed decision about how to move forward, you can begin to improve your methods of seeking donations.