Sending your first email

Now you have an email client. And I have a print version of what I’d like to send. I can just put it in a PDF and attach it, right?

No. An effective email is not:

  • An attached PDF. PDFs limit interactivity and frequently exceed attachment limitations on emails, which limit deliverability.
  • An email asking someone to click to go to your newsletter online. Every click you add adds friction to the process and increases the likelihood that people will abandon your newsletter, especially when you don’t have the space to explain what you want them to do.
  • An email asking someone to download your PDF newsletter. All of the disadvantages of a PDF with the additional friction of an added click.

This brings up the question of what it is. A good email is:

  • About the person receiving it. “I” is bad. “You” is good. Me Tarzan. You Jane. Seriously, though, you want to be talking to donors, volunteers, and other supporters what they are doing through you. You are the tool that good people use to do good things. You should brag about yourself about as much as an Allen wrench brags about those Hemnes dressers it made.“We” is controversial. My perspective on it is that it depends on the use of “we.” If “we” is your nonprofit, it’s bad. If “we” is the community of people dedicated to making a cause come to pass, and you can clearly delineate it as such (this is hard to do), it can be good. “We” in the sense of Queen Victoria expressing her lack of amusement: awesome.
  • About a discrete topic. Frequently, email newsletters try to be all things to all people, instead of telling a compelling story.
  • About an interesting topic. This sounds like it would be self-evident, but you would be amazed about email newsletters that talk about the check presentation that just happened or the award from the local Chamber of Commerce the nonprofit received. Most bad topics fail the first test of whether they are about the person receiving it, but some other bad ones are about the person receiving it, but forget that that person is a person and thus is both self-interested and not immortal (thus not having ultimate time to read your newsletter).
  • Equipped with what you want people to do. You do not want to wind up your audience and not have them know what they are supposed to do with their new information.

If you are just starting out, try a few different types of emails to see what resonates with your audience. A few to try:

  • Thank you emails, whether it’s for donating or volunteering or simply being an email subscriber. People generally complain as much about being thanked too often as they hate being too handsome or too rich. Or so I’m told by handsome and rich people.
  • Urgent! Email is the perfect medium to get out timely communications. I’ll talk about ways to take advantage of this with things like matching gifts, but an urgent email is usually a good one.
  • Other ways to support. You will eventually be asking for money by email and if you are doing it right, you will be doing it often. To lay the groundwork for this, be sure to mix in other ways to support your organization that don’t involve a credit card. This can be volunteering, advocating, telling friends about something important, taking a pledge, giving your more information about their preferences, engaging in a cause-related marketing campaign and more.
  • The inside scoop. People love to get exclusive information, to feel like they are inside the velvet rope. One great example of this was chronicled in The Audacity to Win, David Plouffe’s account of the 2008 Obama campaign. In it, he reveals that offering people the opportunity to get the VP pick texted to them increased their mobile subscribers by 1500%. It can work for you too.

These learnings can be the background for your entire direct marketing campaign. Now is the time to find your voice and the issues that work for you, before it costs a lot of money to get that message out.

These are the basics. Now, you need a list. We’ll start that discussion tomorrow.

Sending your first email

Setting up your outbound emails

Surely, you can test email marketing by going into Outlook or Gmail and hitting send right?

No, you can’t.

And don't call me Shirley

There are a few reasons for this:

  • Putting a bunch of people in the To: line of an email gives everyone’s email address to everyone else. This will royally tick off everyone who is on the list, making your list smaller and far angrier at you. And let the fates help you if someone decides to reply to all.
  • You’ll just put them in the BCC line instead? Both every email system worth its salt and AOL will recognize your message as spam, putting it in email purgatory with emails like online scams, pictures of (redacted), and (really really redacted) that you won’t be able to get out of your mind.
  • You can’t effectively customize emails. The loveliest sound to all of us, from the age of two-ish on, is the sound of our own name. Not having a name in an email isn’t a cardinal sin, but it is a venal one.
  • You can’t test and you can’t effectively report results. This is a cardinal sin. The commandments say “Thou shalt test,” and implied within that is being able to measure the results of said test.You may argue that it isn’t actually a commandment, but it will be at least as helpful to you in your career as anything that anyone says about donkey-coveting.
  • Your emails will look bad. This is not necessarily a deal-breaker. Ugly can often convert well. Let me rephrase: your emails will not look like you intend them to. That is the deal-breaker.

So you want some email software to help automate your sending. The things you are looking for are:

  • Quality reporting, including open rates, click-through rates, click-through rates on each link, unsubscribe rates, and (ideally) conversions. If you can’t measure conversions through your email reporting, you can set up different forms for each email and measure it on the back end.
  • Ideally, you want to be able to address people by name as discussed above. Also, you’d like to be able to customize other information. I’ve seen double-digit response rate increases just through simple state customization like “help reduce childhood cancer rates in XXStateXX.”
  • Mobile adaptivity. We’ll talk more about this in coming months, but if you had to choose whether something will look good on mobile or on desktop, you might choose mobile. Fortunately, you shouldn’t have to choose.
  • Form management. Your email provider should ideally have forms that allow people to sign up that automatically go into your email database. This moves people through your system easily and makes your life a lot easier.
  • Managing unsubscribes, email preferences, etc. Same reason.

If you absolutely must have free, you might want to look at Vertical Response, which gives you 10,000 emails per month free, and MailChimp, which gives you 12,000/month. Please post your comments in the, you know, comments section on either system.  I’m starting up with MailChimp, so if you would like to test the user experience for receiving newsletters, you can sign up at right. (hint hint)

However, I strongly urge you to look into email providers that you may pay for, in that it’s really nice to have an email system that ties into your larger database, is part of a true CRM system, or can be part of a larger marketing platform. Take a look at user ratings of different email systems (and different types of systems). This does bode well for MailChimp, which was highly reviewed for small and medium enterprises.

Tomorrow, we’ll talk about actual email content.

Setting up your outbound emails

Starting a direct marketing program

There really is no reason not to have some form of direct marketing program. Strong use of, at the very least, email can lead to incremental revenues for your organization and deepen the ties that your supporters have to you. But jumping in with both feet can be extremely expensive for your organization and hurt your ability to fulfill your mission.

So how should you start? Blackbaud counsels you in their guide:

“The best way for your organization to tell if it is direct marketing-ready is to conduct a feasibility study with a proven direct marketing strategist. You wouldn’t launch a capital campaign or any major change in strategy without first consulting the experts in this area; the same should be said for direct marketing.”

So obviously you don’t want to do that.

Seriously. Don’t do that.

This is for a few reasons:

  • It will be expensive, just for the consultant.
  • Asking a direct marketing consultant whether you should do a direct marketing program is like asking your seven-year-old daughter if you should get a pony. (Yes, this is a gender-based stereotype. I base this solely on my own daughter, who would answer very much in the affirmative.) It is in their best interest for you to take your entire reserves and start acquiring donors every channel. For example, did you know that Blackbaud, who recommends you hire a direct marketing consultant, provides direct marketing consultants?This is not to pick on Blackbaud. (OK, maybe a little.) But while almost all consultants of my acquaintance are too professional to start spending your second mortgage on list rentals and will try to recommend a reasonable approach, they don’t necessarily have the entire view of your organization and competing priorities in mind.
  • You don’t need one. You can start a direct marketing program on the cheap and learn many of the things you need to know for a full-scale program without a consultant.

One of our mantras here is going to be to test everything – fire bullets, then cannonballs. Or it would be if we were to start having mantras. You will likely eventually need an agency and they can be a great creative and strategic partner. And you are going to make mistakes at first, but better than you are making the mistakes yourself than paying someone else to make them.

So let’s start with testing and let’s start with free. For acquisition, look at what you have around you already. You probably have lists already – people who you’ve served, alumni, gala attendees, walkers, open house attendees, whatever. These are all warm leads – people already pre-disposed to supporting you.

For there, develop your online warm lead acquisition machine. Do you have white papers, tip sheets, pledges, petitions, or any other online interactions? Ask for an email address and permission. Then, start pushing people to those pages, through smart use of search engines and Google Grants.

Now, start up your email newsletter. It need not be fancy. But it needs to be about what the donors and volunteers are making possible. And then it can also be about what additional support can do for the mission.

This skips over a few key things for your free start to direct marketing:

So, we have our marching orders for the rest of the week, with a post on each. Thanks for reading!

PS. If you still think you need a consultant, let me know. I’ll be inexpensive and I can pad this blog post to well over 50 pages, assuming I can add in some charts and graphs.

Starting a direct marketing program

Hello world. Here’s why I’m writing…

I started this site to have a conversation about direct marketing for nonprofits. There are precious few of us who do this as a vocation and avocation and yet we often share only at conferences. Even then, it became death by PowerPoint with your notes making little sense when you get back to your desk.

Additionally, there are great and passionate advocates for our industry – many of whom I will link to and praise when possible – but few who start at the nuts and bolts level, explaining terms as they go. This will be an attempt to do so.

My goal is to structure this like the New York Times crossword – Mondays will be the simplest and they will get to progressively more complex content throughout the week. And I’ll try to make it hew to a theme for each week.

If you want more information on any topic, let me know in the comments, or you can email me here. I want to hear what would be helpful for you. Most of these topics are fractal-ish; in working on the first post on whether you need a direct marketing program, I mention online acquisition, which can bring up Google Grants, which can bring up keyword selection, which can get to negative keywords, and so on. I want to get as general or as specific as you want.

If you want to keep abreast of these, you can sign up for a weekly digest of these posts at the right. And I’ll try to keep some email only content aside just for subscribers.

What’s the business model for this? Don’t know yet if there will be any business model. Mostly, I want to help increase your knowledge and my own. Happy reading and please let me know your thoughts!

Hello world. Here’s why I’m writing…