The top ten campaigning tools available on Engaging Networks

1. The top ten campaigning tools available on Engaging Networks

2. Why it’s important that your actions are set to best practice? • More actions taken • More page completions from emails • More engaged supporters • Fewer unsubscribes / lapsed supporters • Greater chance of achieving your campaign goals

3. Top ten…well, twelve! • Re-direct and filter • Reference data • Conditional content • The ‘contact list’ • Client contact database • Action re-direct • Message Menu • Issue posting • Political data mapping • The email tool • Widgets • Distributed events

4. Re-direct and filter You can automatically present your supporters with a template message that includes content relevant to their profile or the profile of the campaign target Customised messages lead to campaign effectiveness

5. Types of re-direct and filter Form field Contact validation Contact data Question

6. Example: MS Society

7. Application: key points Select all the template messages in ‘message content’ Go to ‘redirect and filter’ and set up the different types required, specifying the message and the criteria If you are setting more than one redirect and filter, you’ll need to set a priority order

8. Reference data The messages in your actions can include statistics or issues that are just relevant to that area Localising messages can lead to greater campaign effectiveness and greater engagement for your supporters

9. Example: Mencap

10. Application: key points Source the data Download the relevant ‘data set’ and add your reference data to the file Upload the data into your account Insert the data using the insert tool in ‘message content’

11. Personalise content with profiles The copy that is displayed on action pages and in broadcast emails can change automatically, depending on the profile of your supporters As copy is relevant to each supporter this can increase engagement levels and streamline your workload too

12. Example: CIWF

13. Application: key points Create and run the relevant profiles in your account Create the copy blocks (in the email and or the action) and match up the profiles accordingly Then when someone comes to take the action, the relevant copy block will be displayed

14. The ‘contact list’ You can be flexible with how your campaign recipient’s contact details appear on the page in relation to the messages that they are being sent

15. Types of ‘contact list’ List of contacts with a single editable message and subject Each contact has their own editable message, that appears closed on the page Each contact has their own editable message, that appears open on the page

16. Examples:

17. Client contact database You can load your own target databases into your account, allowing for really flexible campaigning These databases are mapped to a consistent form field that’s applied by you

18. Example: Church Action on Poverty

19. Application: key points Create a spreadsheet containing all the required data, including a ‘match field’ Load it up into your account The form that you use needs to contain a drop down list with the exact same data as your match field Set the database as the ‘target’ for your campaign action

20. Action re-direct You can automatically re-direct your supporters to another action after they have taken the first ‘ask’ This could be to a email a friend action, another target action or a donation, or to a page on your own site Can keep your supporters engaged for longer 175,000 email a friend actions to date this year About 10% of people who take the first ask go on and email their friends.

21. Example: PETA 

22. Application: key points Set up the relevant actions in your account Use ‘action re-direct’ to link them together You can bypass the form field page for the second action An action can have a thank you page or an ‘action re-direct’. Not both! Tracking

23. Message Menu The ‘message menu’ allows you to present a list of messages to your supporters, so they can select the one that’s most relevant to them ‘I work in the field of medicine’, ‘I am studying medicine’ or ‘I am a concerned citizen’ Clicking on a link will display a different message with different content, leading to more effective campaigning

24. Example:

25. Application: key points The messages need to be created in ‘message content’ Create the ‘message menu’ deciding on the ‘link copy’ and which message appears for each link You’ll then need to drag the ‘message menu’ into design

26. Issue posting Using our political software you can set up an issue and invite politicians to support your cause Those that do can get favourable messages from your supporters and the related campaign You can even publish their comments on your site, creating a dialogue with them and opening doors for direct lobbying with key stakeholders

27. Example: Barnardo’s

28. Application: key points Create the issue in the political tab Send the target database an email asking for their support Pull the comments and the pledge status into the associated action Use redirect and filter (issue type) to set up a thank you message for the politicians to receive if they support your cause Download the comments or display them on your site

29. Political data mapping You can map your supporter data to political data Once mapped, you’ve got enhanced supporter data You can send segmented emails based on people who live in key constituencies or just insert this data into all emails You can also use it for reporting

30. Example: Open Rights Group

31. Example: WWF Scotland

32. Application: key points Create extra form fields in your ‘default supporter record’ (for example MP party, MP constituency) Go to the data mapping section in the ‘political’ tab and select the political database to use Map the political data to the form fields that you’ve just created in your default supporter record Run the job and the political data will be included with your supporter data

33. The email tool Email is still the key way to mobilise your supporters Using our email tool, supporter data can be pre-populated in your actions when someone clicks on a link, helping to increase page completion rates You can easily find out which people have taken action from your emails, giving you a greater understanding of your supporters This in turn can help you to plan your engagement strategy for future campaigns

34. The power of widgets Our new widget technology allows you, or your supporters, to embed an action directly into any webpage Instead of someone having to click on a link to go to another page to take part in an action, they can do it there and then instead Distributing your actions in this way can lead to greater interest and higher engagement levels, leading to more effective campaigning

35. Examples:

36. Application: key points The standard action needs to be created first A widget version then needs to be created and styled Use a background image Take the embed code and plug it in or ask your supporters to distribute the code Don’t forget to track

37. Distributed events