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FIREFLY PARTNERS’ GUIDE TO NONPROFIT DIGITAL MARKETING TOOLS

www.fireflypartners.com To our incredible and strong nonprofit community: As I write this, we are deep into the first month of lockdown, social distancing, and self-imposed isolation due to the COVID-19 outbreak and pandemic. These are scary, uncertain times for us all. And yet, as we all brace for a peak in cases and the impending fallout, we are all also settling into this new reality the best we can.

We’ve been speaking with a lot of our nonprofit clients We put this guide together to help you all evaluate some and friends and learning about the challenges for of the top digital marketing platforms on the market fundraisers and nonprofit marketers on the frontlines. today and to assist you with any digital pivots that are now critical for your organization. We are here to help your What does this moment in time team navigate the strategies, messaging, and approach look like for you? to embrace this new normal. Let us help you define your • Your nonprofit is likely adjusting to a remote working most critical functional requirements and put together environment for the first time, a plan that works for your organization. • Events from galas to 5k walks to community These are unprecedented times, but we are one hell of trainings are all either being canceled or pivoted to a strong community and we will see each other through a digital / virtual / livestreaming version instead, it, together. Be kind to each other and most importantly be kind to yourself. • Maybe you don’t know what to say to your constituency or how to ask for money and support In solidarity, in these economically challenging times

We’re with you in this, and, while uncertainty is pervasive across many aspects of our lives right now, we are certain about one thing: digital is going to be more important than ever in our new reality. Fine-tuning your digital landscape is critical as it is now your primary – perhaps Jen Frazier your only – means of communicating and connecting President + Founder, with your donors, supporters, and community. Firefly Partners Hello and welcome to our 2020 DIGITAL MARKETING TOOL GUIDE!

If you’re reading this guide, it’s Firefly Partners is women-owned So check out the guide and give us probably because you’re curious about and women-run, and our team of a call. We want to help you get the the latest and greatest nonprofit digital digital marketing experts knows these best ROI out of your digital marketing tools. Whether you’re just starting tools inside and out. We can help you solutions and ensure your long-term to think about a new tool, or you’ve answer questions like: How do I know success. Helping to take a few items already had demos with your favorites which tool is right for my organization? off your to-do list and making it easier and want to make sure you don’t miss How do I choose a tool that will for you to communicate, raise money, anything, we think this resource will support the growth of our programs? and further your mission is what it’s help you move your process forward. How can I pick a platform that will all about. work well across departments? And Our own nonprofit experience means Sincerely, how do I create and execute a plan we know it’s nearly impossible to Your friends at Firefly Partners for a successful migration once I have juggle everything on your plate—the picked the right next tool? right message for your next fundraising campaign, the right layout for your Your online tools are a vital component donation forms, or the right timing of your larger digital ecosystem and for your next advocacy campaign. too often we see nonprofits making That’s why we put this guide together tool decisions in isolation of their other and zeroed in on 13 of the best systems or without surveying the digital marketing platforms that have needs of everyone in the organization. LET’S TALK > been purpose-built for nonprofit Selecting a new platform won’t solve communicators like you. all your problems, but ensuring the new tools are setup for your success 303.325.5934 is a great start. [email protected] WHAT’S INSIDE How to Use the Guide Dive into 13 different The Grid The Process digital tools and their For a high-level overview of the tools, Use the last section of this resource capabilities in these reference the grid. While each tool has to learn more about the tool four areas: many more functions, this summary page selection and migration process can help you determine where to start. from beginning to end. Email Marketing Fundraising The Content The Functions Peer-to-Peer + DIY Whether you’re looking for one tool, or A sidebar with an expanded list of Advocacy a few, we suggest reading through each tool capabilities helps you understand profile to get a clear picture of what what each platform can do, down to differentiates each from their competitors. the smallest of details. In addition to an overview of what each tool has to offer and what sets it apart, these profiles detail: Let’s Talk! Pricing Structure Our team understands that investing in new digital marketing tools can be an Migration Process overwhelming process. Are you ready to move, but need help managing the details? Do you want to understand if the tools you need can work together successfully? Updates + Upkeep Are you interested in custom forms, landing pages, and email templates? Client Support Common Integrations That’s where we come in! Click on or paste this link in to your browser to find out how we can help you today! https://fireflypartners.com/tool-guide-follow-up/

4 EMAIL PEER-TO-PEER MARKETING FUNDRAISING AND DIY ADVOCACY

CLASSY p6

DONORDRIVE p8

ENGAGING NETWORKS p10

EVERYACTION p12

KINDFUL p.14

LUMINATE ONLINE p16

ONECAUSE p18

PARDOT p20

PHONE2ACTION p22

RALLYBOUND p24

SALESFORCE MARKETING CLOUD p26

SALSA p28

SPRINGBOARD p30

5 FUNCTIONALITY www.classy.org

• CONSTITUENT In their words: MANAGEMENT Classy offers world-class online fundraising tools for nonprofits, modernizing the giving experience to accelerate social impact. From crowdfunding to peer-to-peer fundraising, • EVENTS event registration and management, and one-time or recurring donations, nonprofits of all sizes can use Classy to manage all of their online fundraising under one roof. • FORMS What sets it apart: How you can use it: • FUNDRAISING CAMPAIGNS Using Classy, organizations can grow One you’ve signed up, Classy donation their online donations through branded forms, fundraising campaigns, and forms or crowdfunding campaigns. events are easy to set up, easy to use, • PEER-TO-PEER + DIY Time-based or evergreen campaigns and easy to manage. You don’t have are also available and give supporters to be a designer to build beautiful, the power to donate and fundraise mobile-responsive fundraising • SOCIAL MEDIA on behalf of an orgnaization. Through INTEGRATION campaigns that highlight your mission. Classy Events, users can create The tool allows nonprofits to meet customized event pages to collect supporters where they are with mobile- registrations and track performance. responsive pages, social sharing tools, Classy Passport supports donations and options for how they want to in up to 130 different currencies and support a cause. With peer-to-peer organizations can process donations campaigns and fundraising events, with Classy’s in-house payment supporters can create personalized processing solution. individual or team fundraising pages to raise money.

6 www.classy.org

SET UP + PRICING MIGRATION INTEGRATIONS

Pricing for Classy is customized to Users can set up a Classy account Nonprofits can connect Classy to fit the needs of each organization on their own timeline through their favorite apps, or leverage an and includes a flat monthly self-guided tutorials in their open API to build organization- subscription fee. Classy also account. Engagement Managers specific integrations. Classy offers Pay As You Go pricing for are available to guide nonprofits integrates with Salesforce CRM, organizations to get started and through setup, including Virtuous CRM, Kindful CRM, test out the tool. migrating from a previous tool. Raiser’s Edge CRM, Hubspot, Facebook Fundraising, Google Tag Manager, MailChimp, Constant UPDATES ONGOING Contact, Google Analytics, Double SUPPORT the Donation, Amply, Giving Assistant, and Charity The Classy team is constantly On-demand support articles Auctions Today. innovating and rolling out new and product walkthroughs are features that automatically available inside an account. Email appear in user accounts. Updates support plus live chat and 1:1 and documentation about new phone support is available during releases can be found in the business hours. The Customer in-product Resource Center. Success Management team also provides best practices for using the tool.

7 FUNCTIONALITY www.donordrive.com

• CONSTITUENT In their words: MANAGEMENT Using DonorDrive, nonprofits can empower their fundraisers to raise more, build fundraising events with ease, and give donors a better giving experience. Launch • EMAIL beautiful, mobile-first donation campaigns in minutes and give donors a way to quickly complete one-time and recurring donations. • EVENTS What sets it apart: How you can use it: FORMS • Charity streaming has become DonorDrive’s peer-to-peer platform the new telethon, and with Live offers personalization, social • FUNDRAISING Fundraising participants can add their media integration, and mobile- CAMPAIGNS charity stream to their organization’s responsiveness. One-time campaigns branded fundraising pages. Paired feature branded landing pages that • PEER-TO-PEER with Express Donate, Fundraising require no coding. No matter the + DIY Milestones, and Donation Incentives, campaign type, nonprofit teams can this creates an experience that drives manage configuration, automation, and • MARKETING high engagement and builds donor results and make updates in real time. AUTOMATION trust. With the Fundraising Motivation 2020 will see the launch of DonorDrive Engine, users can build notifications University, where clients and partners • SMS to encourage their supporters to raise can take courses to make the most out more through configurable email and of the tool. • SOCIAL MEDIA text alerts, send fundraising tweets on INTEGRATION their behalf, and even award badges for fundraising progress.

8 www.donordrive.com

SET UP + PRICING MIGRATION INTEGRATIONS

An annual contract gives users DonorDrive migration varies DonorDrive’s platform is access to all tool capabilities and based upon specific client needs integration agnostic. The platform support. There are additional and number of fundraising provides export APIs to the most costs incurred for implementation. campaigns. Each step in the common CRM applications as Platform fees are charged for migration process is managed by well as more specific integrations, donation processing. a client success advisor. including Facebook Fundraisers. There currently is no limit to the integrations that DonorDrive can support. ONGOING UPDATES SUPPORT

DonorDrive is entirely cloud Support is available via phone, based, and updates are deployed email, and live chat. New clients automatically. Updates are get extensive training through the ongoing with new product features setup of their first event. On-site being added monthly based upon group trainings are available for client demand. organizations that have many admins that need to get up to speed on the new tool.

9 FUNCTIONALITY www.engagingnetworks.net

• ADVOCACY In their words: Engaging Networks is a flexible, completely customizable, and innovative software • CONSTITUENT platform for nonprofits. It can handle an organziation’s advocacy, fundraising, email, MANAGEMENT peer-to-peer, events, and data management systems needs, or integrate with existing tools. • EMAIL What sets it apart: How you can use it: EVENTS • Engaging Networks can be a Teams can create fully integrated one-stop shop for a nonprofit’s digital advocacy campaigns and branded • FORMS marketing strategy and it has a rapid landing pages. Email marketing development cycle, so users regularly includes a drag and drop interface, • MARKETING gain access to new features and built-in testing, conditional content, AUTOMATION functionality. Still in Beta, Engaging and marketing automation. Engaging Networks launched advanced Networks can be deployed quickly out • PEER-TO-PEER marketing technology powered of the box or can be deeply customized + DIY by Machine Learning in 2019. This for your needs. Using flexible APIs and technology delivers automated and flexible templates, nonprofits have • SOCIAL MEDIA highly personalized marketing content complete control over the look and feel INTEGRATION to users via email. of their forms, behaviors and code, or how data is handled. This allows clients to spin up a form quickly in a pinch or to push the limits and try new things using deeper customization.

10 www.engagingnetworks.net

SET UP + PRICING MIGRATION INTEGRATIONS

Subscription is annual as part of a Onboarding can take anywhere Using an open and flexible API, multi-year contract term. from six weeks to nine months, Engaging Networks can easily based on needs. Robust integrate with an organization’s assistance runs from setup database of record. Existing through final testing. Migration integrations include Raiser’s can be done by the nonprofit or a Edge via Omatic, JMG or other certified partner agency. tools, Portfolio by Amergent, Blackbaud CRM, ROI Solutions, Salesforce, and StratusLive. In UPDATES ONGOING addition to integrations with SUPPORT databases, Engaging Networks integrates with Gravity Forms via Rapid development cycle with new Live support 24/7 via email. a WordPress Plugin. releases, updates and bug fixes Clients will reach a staff expert every 6-8 weeks. New features are via support channels to help a mix of client-driven and market- diagnose and troubleshoot driven innovations. Clients are problems. There is also an Online informed of new releases by email Academy where teams can be and video overviews. Updates and trained on how to use the tools at releases are typically pushed out their own pace. with no downtime or interruption.

11 FUNCTIONALITY www.everyaction.com

• ADVOCACY In their words: EveryAction is a unified CRM with tools built by and for nonprofit professionals. • CONSTITUENT With a full suite of fundraising, digital, advocacy, and organizing tools all in one MANAGEMENT place, EveryAction allows users to obtain a 360 view of supporter interactions, run multi-channel campaigns, and raise more money with optimized emails and forms. • EMAIL What sets it apart: How you can use it: EVENTS • EveryAction’s Marketing Automation EveryAction is a unified platform. gives organizations the ability to create This means that organizations don’t • FORMS workflows that streamline repetitive need third-party tools or integrations tasks and communications. This means to run offline and online fundraising, • FUNDRAISING more time can be spent on driving digital programs, and more. In 2020, CAMPAIGNS strategy. With Marketing Automation EveryAction will be launching its own on EveryAction, nonprofits can easily native SMS tool. Users will be able • MARKETING leverage their data into action with to send broadcast text messages to AUTOMATION personalized communications to engage their supporters. EveryAction’s welcome or re-engage subscribers SMS tool is the perfect way to amplify • PEER-TO-PEER or convert supporters into donors. messages and supplement email and + DIY An intuitive visual workflow builder is direct mail strategies without relying on simple to use and provides endless a third-party tool. • SMS possibilities. • SOCIAL MEDIA INTEGRATION

12 www.everyaction.com

SET UP + PRICING MIGRATION INTEGRATIONS

EveryAction’s pricing model is Getting started can take between Open APIs allow nonprofits dependent on the size and needs two to four months. Options to pull data from their lists as of an organization’s database. include account-managed needed. Typically implemented migration, self-set-up, or working by a nonprofit’s programmer, with an implementation partner. these APIs are designed to integrate with custom solutions that organizations may be using elsewhere. EveryAction provides unlimited API calls at no UPDATES ONGOING additional charge. Other SUPPORT common integrations include: Salesforce, WealthEngine, Call Updates and improvements Unlimited phone & email Hub, Frakture, Raiser’s Edge, ROI happen on a weekly basis. Major support. Individuals do not have Solutions, and BBCRM. updates and new functionality to be the designated user or launch regularly. account contact to speak with the support team. Live, web-based weekly trainings offer the full classroom experience.

13 FUNCTIONALITY www.kindful.com

• CONSITUENT In their words: MANAGEMENT Kindful was founded with a simple idea in mind: Nonprofits should be able to spend less time focused on their database and more time focused on their mission. Kindful • EMAIL offers several solutions to help nonprofits amplify their fundraising efforts, simplify their donor management, and maximize their impact. • EVENTS What sets it apart: How you can use it: FORMS • One of Kindful’s biggest features that Kindful’s donor management sets the tool apart is the number and capabilities center on data that helps • FUNDRAISING quality of integrations that connect build relationships. Dashboards CAMPAIGNS the tool with many other platforms show all important data in one place that nonprofit organizations use. For and there is no limit to admin users, • PEER-TO-PEER more advanced users, they have a so an entire development team + DIY very robust API that can be utilized can have access to this important to import and export both donor and information. Segmentation helps • SOCIAL MEDIA transaction data. The tool’s reporting nonprofits customize their messages INTEGRATION capabilities are also flexible and based on donor behavior. Users can powerful, giving organizations the implement Kindful’s fundraising tools ability to do highly effective grouping for donation pages, event ticketing and and segmenting of donors so that they registration, recurring giving, peer-to- can send the right message to the right peer, crowdfunding, and text-to-give. donors at the right time. Unlimited reporting templates help organizations access information about donor lifecycles.

14 www.kindful.com

SET UP + PRICING MIGRATION INTEGRATIONS

Contact-based pricing. Every After paying a one-time starting Kindful integrates with more pricing package includes all of fee, the process is customized than 45 tools and systems. The Kindful’s features. to meet the client’s needs. Most categories include email providers nonprofits onboard within 30 like Mailchimp and Emma, days. payment processors like Stripe and PayPal, fundraising tools like Classy and CrowdRise, accounting tools like QuickBooks, and more. ONGOING UPDATES SUPPORT

Kindful releases new features and The Kindful Care Team is improvements to their software available Monday through Friday each week. Since Kindful is a from 8am to 5pm CT. Free phone cloud-based software, these and email support is included in improvements are immediately all of Kindful’s pricing packages. available in each user’s account when released.

15 FUNCTIONALITY www.blackbaud.com

• CONSITUENT In their words: MANAGEMENT Blackbaud Luminate Online provides everything you need to acquire more constituents, build online fundraising campaigns, and nurture donor relationships. • EMAIL With TeamRaiser peer-to-peer and advocacy add-ons you can create a full nonprofit engagement experience for your supporters and organization. • EVENTS What sets it apart: What you can do with it: FORMS • Luminate Online’s campaign tools Nonprofits can create and send email and data available for segmentation campaigns that are personalized • FUNDRAISING allow nonprofits to personalize their to supporter interest, along with CAMPAIGNS content and target their audience automations like a Welcome Series. with specificity. This drives better Luminate Online offers dynamic • MARKETING engagement, inbox placement, forms that auto-fill donor names and AUTOMATION open rates and therefore fundraising amounts to simplify the donation totals. Luminate Online’s Sustaining process. Users can also create • SOCIAL MEDIA (Recurring) Revenue tools allow teams webpages and microsites to better INTEGRATION to automatically process transactions. engage their donors. A/B testing and There is also a donor self-service custom reports help users fine-tune management tool for all recurring their messages and track performance donations to alleviate some burden over time. A recently launched social on your staff by allowing individuals posting feature allows organizations to to update their information, donation view social media accounts in one area amount, and frequency on their own. to streamline marketing campaigns across multiple channels.

16 www.blackbaud.com

SET UP + PRICING MIGRATION INTEGRATIONS

Luminate Online, when used Set up can take from eight The most well-known integration on its own, is priced based on to ten weeks to three to four used by the largest percentage the number of useable email months depending on custom of Blakbaud customers is with addresses. When bundled with requirements and assets. Raiser’s Edge and Raiser’s Edge other Blackbaud tools it is Nonprofits can work with NXT. This common integration priced based on contacts in an Blackbaud staff or a certified combines marketing and organization’s CRM. implementation partner. fundraising capabilities with Blackbaud’s most prominent CRM. ONGOING UPDATES SUPPORT

Updates are deployed on a Strategic ongoing services guide quarterly basis with mid-release teams through the design of patches. an initial email or fundraising campaign. Videos, how-to guides, and message boards are available to users through the Community Portal.

17 FUNCTIONALITY www.onecause.com

• EVENTS In their words: OneCause empowers great missions with powerful online and event fundraising • FORMS software that makes giving easy. The tool has helped over 6,000 cause-driven organizations of all sizes amplify their message and raise more funds. Because • FUNDRAISING building a better tomorrow happens one cause at a time. CAMPAIGNS What sets it apart: What you can do with it: • PEER-TO-PEER + DIY Organizations who use OneCause OneCause has event fundraising give their supporters the flexibility software that helps with the to fundraise anywhere at anytime, administrative tasks related to SMS • including on mobile devices. From managing event fundraising auctions, galas, and events, to online campaigns. Organizations can set up • SOCIAL MEDIA fundraising, peer-to-peer campaigns, branded event pages, manage table INTEGRATION and Text2Give™, giving is easy for assignments and seating, promote everyone. Their full suite of event and the event on social media, and track online solutions helps nonprofits reach everything from registration, to and engage digital donors. donation, to check out. Their peer-to-peer solution works for in-person events, virtual events, and honor or memorials DIY campaigns. Features include social media integration, gamification, and mobile- responsive personal pages. Built-in analytics highlight donor trends.

18 www.onecause.com

SET UP + PRICING MIGRATION INTEGRATIONS

Pricing is offered as an annual For out-of-the-box solutions, Users can move data between subscription based on a nonprofits have immediate OneCause and Salesforce, Raiser’s nonprofit’s fundraising needs. software access and online Edge, and many other leading There are a variety of packages to tutorials and video resources. For donor databases. OneCause choose from. larger packages, OneCause has also offers a wide variety of Customer Success professionals integrations built specifically for to help. their peer-to-peer fundraising platform including Facebook, Twitter, Instagram, Salesforce, UPDATES ONGOING Blackbaud Luminate Online, SUPPORT Mail Chimp, What’s App, Amply, Double the Donation, Google A continuous deployment process Clients have access to US-based Tag Manager, Google Analytics, includes constant releases of live phone, chat, and email Facebook Conversation Tracking innovations and enhancements. support, with extended hours to Pixel, mixpanel WordPress, support west coast nonprofits Google Fonts, Adobe Typekit, (M-F 9am to 8pm ET). There is Apple Pay, and Android Pay. also 24-hour access to online resources and self-paced learning courses.

19 FUNCTIONALITY www.pardot.com

• CONSTITUENT In their words: MANAGEMENT Pardot is a software as a service (SaaS) marketing automation and contact management software/platform by Salesforce. It offers many tools to nonprofit • EMAIL organizations including email marketing, ROI reporting, and artificial intelligence. • EVENTS What sets it apart: What you can do with it: FORMS • With its Salesforce integration, Pardot With Pardot, nonprofits can quickly gives nonprofits deep insight into build visually appealing, personalized • MARKETING exactly which marketing efforts are and responsive emails, A/B test them, AUTOMATION leading to donations and fundraising and automate them in targeted drip success and which ones are not. campaigns. In addition to reports that • SMS Nonprofits can combine the campaign show email actions (clicks, opens, impact data with Salesforce data click-through rate, etc.), Pardot helps • SOCIAL MEDIA to get answers related to volunteer nonprofits understand how their INTEGRATION recruitment, fundraising totals, and supporters are moving from one type much more. Pardot also lets you of engagement to another, such as manage and track events, volunteers, website visitors to donors. This means and webinars all in one place. This is that teams can more effectively reach possible because Pardot can connect the right individuals at the right time, with tools like Eventbrite, WebEx, and and successfully track all related data. GoToWebinar.

20 www.pardot.com

SET UP + PRICING MIGRATION INTEGRATIONS

Based on the number of contacts An organization can migrate to Pardot has a seamless integration a nonprofit has and the level Pardot from another marketing with Salesforce. It also connects of automation they want to do, automation platform/tool in as with webinar tools, event tools, nonprofits can choose from a little as four weeks, but it is ideal social media apps, Google variety of Pardot plans. to allocate six to eight weeks to Analytics, Google Ads, and more. ensure a smooth migration. Pardot can be integrated with WordPress websites to enable code-free form and content hosting. The tool also offers UPDATES ONGOING integrations with keyword search SUPPORT and SEO applications.

Pardot updates just like Salesforce, Pardot’s Support Team is with every Spring, Summer and available 24 hours from Monday Winter Release. The updates are to Friday at 8pm EST. Users also automatically implemented. have access to Pardot Knowledge Base where they can find answers and submit tickets.

21 FUNCTIONALITY www.phone2action.com

• ADVOCACY In their words: Phone2Action a digital grassroots advocacy organization that provides services to • CONSTITUENT allow organizations to amplify their voices. They are a leader in communications tools MANAGEMENT and offer essential public affairs functionality. • EMAIL What sets it apart: What you can do with it: EVENTS • Phone2Action’s campaign pages are Phone2Action offers different modules designed to make it as easy as possible based on an organization’s needs. • FORMS for nonprofits to set up and launch Their Advocacy Module includes advocacy alerts. Campaign pages are campaign creation and reporting. • FUNDRAISING optimized so supporters can access The Communications Module CAMPAIGNS them on any device. Constituents includes mass text message and can contact their legislators via email capabilities. Their Stakeholder • MARKETING email, tweet, and patch-thru phone Module includes their public affairs AUTOMATION call. Phone2Action also has a text tools. Phone2Action makes it simple messaging tool. Advanced audience to create custom alerts that yield • PEER-TO-PEER segmentation tools allow nonprofits to high levels of engagement. And, in + DIY create lists of supporters to receive the addition to email and tweet functions right messages at the right time. their advocacy platform also allows • SOCIAL MEDIA supporters to complete webforms and INTEGRATION comment on regulatory forms. • SMS

22 www.phone2action.com

SET UP + PRICING MIGRATION INTEGRATIONS

Phone2Action’s tools are sold by New clients are set up with a Phone2Action integrates with module. Pricing is flexible and 12-month plan. Beginning with Blackbaud Luminate Online based on an organization’s needs. goal setting in a kickoff call, they and is listed on the Salesforce are guided through setup by a AppExchange. Phone2Action Client Success Manager. connects easily with NationBuilder and can send supporters into MailChimp after they take an advocacy action. ONGOING UPDATES SUPPORT

Platform updates are released Ongoing Support with every other week but there are no Phone2Action includes strategic outages or interruptions during partnerships and regular these updates so clients are check-ins with Client Success not affected. Managers. Training sessions and access to around-the-clock online chat support are also available.

23 FUNCTIONALITY www.rallybound.com

• ADVOCACY In their words: The Rallybound fundraising platform is built for nonprofits of all sizes, and supports • CONSTITUENT fundraising events of any size, from local walk-a-thons to global fundraising MANAGEMENT campaigns. Nonprofits using Rallybound can (and do!) organize nearly any fundraising campaign imaginable, from single day walk-a-thons to birthday DIY campaigns to • EMAIL endurance treks to Mt. Everest.

• EVENTS What sets it apart: How you can use it: Role Registration is Rallybound’s Peer-to-peer tools and a easy-to-use FORMS • solution for dealing with the different dashboard make it simple for nonprofit types of users that come to nonprofit teams to create campaigns and for • FUNDRAISING events. From attendees to volunteers supporting fundraisers to email their CAMPAIGNS to virtual fundraisers, Role Registration friends and family for donations. A makes it simple for organizations to flexible guided registration system • MARKETING send specific messages to these (and helps streamline the event sign-up AUTOMATION other custom) groups of people based process. Organizations can even create on how they interact with an event or branded mobile apps for on-the-go • PEER-TO-PEER campaign. Plus, administrators can donations. The tool offers many + DIY easily retrieve registrants based on options for international fundraising their roles. For example, a nonprofit and has powerful reporting features. • SOCIAL MEDIA can search for all attendees or all INTEGRATION volunteers, and take needed actions as appropriate based on that role.

24 www.rallybound.com

SET UP + PRICING MIGRATION INTEGRATIONS

Pricing is determined on a Rallybound’s onboarding team CRM integrations includes case-by-case basis. There is an partners with each organization Salesforce, NCRM, Proprietary annual license. for the setup and migration CRMs (Admire, Clearview). experience. Options range Email marketing integrations from quick-start to more include Mailchimp, Constant comprehensive builds that can Contact, and Pardot (through take months. Salesforce). Payment processing integrations include NeonPay, Stripe, iATS, Worldpay, WePay, UPDATES ONGOING Auth.net, PayPal. Matching gift SUPPORT integrations include Double the Donation, Amply, and Hep Data. Users can expect weekly releases. Rallybound has three tiers of Rallybound can also be integrated Many of these releases will apply to support. Tier 1 is basic questions with Google Analytics, Zapier, and all clients, in which communication and information requests. Tier 2 Dropbox. is done weeks in advance to responds to more complex needs notify customers of the upcoming for more mature clients. Tier 3 change. Other releases are opt-in offers an assigned account rep to only. Webinars will be held to assist large clients with all of their answer any and all questions. unique needs.

25 FUNCTIONALITY www.salesforce.com

• EMAIL In their words: Salesforce Marketing Cloud is a marketing platform that connects data in a • MARKETING meaningful way to give your organization a 360-degree view of every one of your AUTOMATION constituents. Using Marketing Cloud, and its many integrated tools, organizations can engage with their supporters and personalize their experiences. • SOCIAL MEDIA INTEGRATION What sets it apart: How you can use it: Salesforce Marketing Cloud is unique Choosing the right tools to bundle with in that it offers a variety of tools, and Salesforce Marketing Cloud makes allows each nonprofit to pick and each organization’s utilization unique. choose the right bundle based on Email Studio provides the foundation its needs. From digital ads, to social for marketing with templates and media, to mobile tools, Marketing conditional content. Journey Builder Cloud can handle all communication works in conjuction, allowing teams to needs and channels. When used create simple or complex inidivudalized in conjuction with Email Studio, journeys based on actions taken. Social nonprofits can build custom mobile- Studio, which can be used on its own, responsive templates, use drag and manages social listening, publishing, drop to segment their lists, and and engagement. Nonprofits can track schedule automated personalized social media interactions and attach constituent journeys. Advertising Studio that information to database records, has re-engagement and lookalike allowing teams to connect with a functionality. The tool also has a very constituent, no matter which platform robust API for building bridges between they are using. apps without a pre-built integration. 26 www.salesforce.com

SET UP + PRICING MIGRATION INTEGRATIONS

The primary metric for pricing Customers have the option to set Salesforce Marketing Cloud can utilization is the number of up Salesforce Marketing Cloud be used as a standalone tool, or “contacts” that are under themselves. Agency assistance is can be used in conjuction with management in Marketing recommended for Journey Builder Salesforce CRM. Cloud, but there’s also a base and other automated activities. price depending on what edition nonprofits start with.

ONGOING UPDATES SUPPORT

Marketing Cloud typically has at Salesforce provides guides for least four major updates each setting up various connectors year. Account Managers work with between Marketing Cloud and adminstrators to make sure they its various tools. Premiere are using the tool and its new support is available for users functions to their full capacity. to ask questions and get help. Salesforce offers “Accelerators” which assist customers with common scenarios.

27 FUNCTIONALITY www.salsalabs.com

• ADVOCACY In their words: Salsa provides nonprofits with a complete software ecosystem to fulfill their • CONSTITUENT fundraising, advocacy, and marketing needs to ensure complete connectivity between MANAGEMENT tools. With robust fundraising and advocacy solutions in addition to their own CRM platform, Salsa can support nonprofits’ extensive tech needs. • EMAIL What sets it apart: How you can use it: EVENTS • Salsa’s online fundraising dashboard Using Salsa, nonprofits can create provides real-time visualization of emails and email templates using • FORMS the key metrics indicating fundraising a drag and drop email editor. It’s success, including funds raised by possible to trigger email series for • FUNDRAISING donor type, donation type, average new supporters or during specific amounts, number of donors, number campaigns to encourage engagement. • MARKETING of donations, and top fundraising Salsa also offers the ability to schedule AUTOMATION forms. Access to this much data means and publish posts to Facebook, Twitter, organizations can adjust campaigns to LinkedIn, Pinterest, and Tumblr so • PEER-TO-PEER make the most of the tool. Salsa offers organizations can let their supporters + DIY grassroots advocacy tools to empower know what they’re up to. Nonprofit supporters to reach out to federal, teams can also encourage supporters • SOCIAL MEDIA state, and local legislators, as well as to share their involvement by enabling INTEGRATION community leaders such as legislators, social sharing buttons. Salsa users can representatives, and corporate CEOs. also create custom forms that can be embedded in landing pages, lightboxes, or widgets.

28 www.salsalabs.com

SET UP + PRICING MIGRATION INTEGRATIONS

Salsa’s pricing model is based on Salsa provides each new client Salsa is tightly integrated with each organization’s specific needs. with an Onboarding Specialist to both Salsa CRM and with guide nonprofit teams through Salesforce. In addition, Salsa has data migration, setup and training. integrations with tools like Double the Donation, DonorSearch, WealthEngine, Zapier, and more.

ONGOING UPDATES SUPPORT

Salsa’s applications are regularly Salsa users have continual access updated to provide new and to an online learning portal with expanded features. The Salsa on-demand content, training, knowledgebase is kept up-to-date webinars, and consulting, and with content to help you make the the Salsa Support Center which most of Salsa’s fundraising tools. is available 8am-8pm ET, Monday through Friday.

29 FUNCTIONALITY www.jacksonriver.com/springboard

• ADVOCACY In their words: Springboard gives organizations complete control over their donations, advocacy, • EVENTS and event registration experience, including one-step, multi-step, and fully custom forms. In addition, users get built-in mobile responsiveness, deep social integration, • FORMS dynamic, personalized content, and the ability to create wholly new campaign types, such as social and peer-to-peer advocacy. • FUNDRAISING CAMPAIGNS What sets it apart: What you can do with it: Springboard for Sustainers, the • MARKETING For organizations already using AUTOMATION sustaining gift tool, features one-time Salesforce or undertaking a Salesforce to monthly gift upgrades, gift amount implementation, Springboard uses upsell, one-click renewal, and Salesforce as its CRM, allowing • PEER-TO-PEER automated credit card updates. The + DIY organizations to draw actionable tool also has its own payments solution insights from their data. Users can that can integrate online, offline, single build flexible fundraising forms and • SOCIAL MEDIA and batch payments in Salesforce. INTEGRATION personalized donor experiences. Springboard natively integrates with Advocacy campaigns can target Salesforce and leverages its data federal, state, and local decision- collection functionality which allows makers. Springboard also offers for complete, end-to-end marketing peer-to-peer, DIY, and ticketed event automation, including tracking solutions. Teams can build custom, recipients across multiple channels mobile-responsive, multi-lingual, and and making real-time, data-driven multi-currency forms supported by a decisions to increase conversions. built-in payments platform.

30 www.jacksonriver.com/springboard

SET UP + PRICING MIGRATION INTEGRATIONS

Organizations pay a single monthly A Project Manager begins The Springboard system is easily platform fee based on the features working with the client at integrated with many other they need, with tiered pricing discovery and provides ongoing systems and models. For CRMs, based on transaction volume. customer support to the client. Springboard natively integrates Implementations involve close with Salesforce (NPSP, NGOC, collaborations and typically Luminate Online, and custom) range from six to twleve weeks. and Microsoft Dynamics CRM.

ONGOING UPDATES SUPPORT

Springboard upgrades are Springboard’s implementation fully managed by the Jackson team provides training and River client services team. New support. Clients sign up for releases including new features, different monthly support enhancements, and ongoing retainers based on their needs. security and maintenance upgrades happen every four to six weeks.

31 QUESTIONS TO ASK: How We Can Help

What features of your Making the decision to change the tools you use at your organization is a big one. current tools do you Now that you know more about the landscape of digital marketing platforms, not want to lose? our tried-and-true method of evaluation and selection can help your nonprofit pick the right tools for the job. What connectivity would help everyone Research the Options Decipher the Results feel more effective? To know where you’re going, you need We suggest grouping your needs into to audit every tool you currently use ‘must haves,’ ‘nice to haves,’ and ‘not When is the best time and how (or if) they work together. important’ categories for everyone to start this project? This is the time to talk to your team involved. Then make a pros and to learn who uses which tools and the cons list for each tool to get a fair highs and lows of each. Our project comparison. We organize and decipher Who on your staff can managers can guide your team through results to help you make decisions be the internal leader an audit and track all the information. with confidence. for the tool migration? Demo the Tools Manage the Process Will this tool help you reach more people? Demonstrations allow you to test tools Once you’ve chosen the right tool or and see how each would fit with your tools, there are still steps to take before organization’s goals and processes. you can start using them. That’s where Will this tool get you Think about challenges from your daily our team of nonprofit technology closer to your goals? work and ask how each tool can solve experts comes in. We can help with them. Explore integrations that can help migration and design, and build all the Do you have staff create a unified digital ecosystem. We assets you need. Then we can work and board support? work with many of these tools and can with you to optimize your tools using help craft test scenarios and demos. digital marketing best practices.

32 Thank You! LET’S TALK > To all the nonprofit professionals working hard to make a just and FIREFLY PARTNER SERVICES: equitable world, thanks for all you do and for inspiring us. And a huge • Digital Strategy + Support • Website Design + Development thank you to our amazing partners in the wide world of nonprofit digital • Email + Fundraising Campaigns marketing. The teams at all 13 tools we profiled gave their time and • Tool Selection + Upkeep insights and each provider supplied resources and information to us • Anaytics + Optimization as we dug into their tools and learned more about their capabilities. 303.325.5934 | [email protected]

www.fireflypartners.com