38. Behind the Scenes: How We Plan the Marketing for our Almost Million Dollar Fundraising Campaign

Erika Payne joins me again to talk marketing planning for CoMoGives month by month. In this episode, we explore what our process looks like for the entire year, from the end of last year's campaign to the end of the next year's. It's essentially a ton of documenting, testing, and celebrating, but with structure. HOW IT ALL FLOWS DEC 1. Keep track of all the things that didn’t go right in a document JAN-FEB 2. Review the document and all data after campaign, quickly so it’s not lost a. Brainstorm how to improve in the pain point areas  3. Survey donors 4. Attend the member recap to hear what orgs think was good or bad 5. Reconcile the previous year’s numbers MARCH-MAY 6. Really dig into marketing data so we can make a plan for next year based on what worked 7. Brainstorm ways to improve and market 8. Pitch those ideas to the client 9. Set new year campaign goal 10. Estimate and schedule ideas for the website 11. Create Participant Sign up form & Test JUNE-JULY 12. Form a focus group of nonprofits 13. Plan marketing workshop a. Plan training for nonprofits 14. Start updating website 15. Open up organization registration 16. Plan & schedule marketing activities a. Schedule everything humanly possible for marketing AUGUST-SEPTEMBER 17. Train nonprofits on how to use the website 18. Hold training workshop for nonprofits 19. Work in making improvements to the website 20. Design Marketing a. Social media b. Ads c. Emails OCTOBER-NOVEMBER 21. Review/Revise marketing materials   22. Continue making improvements to the website 23. Look at list of improvements, decided if there are any we need to hold off on until next year.  24. TEST TEST TEST everything on the website  a. Then test again 25. Adjust hosting capacity  26. Make sure the payment portal is setup and and ready to take payments a. Then test yet again DECEMBER 27. Turn on the Campaign! 28. Support nonprofits as campaign runs 29. Review all data daily and put into spreadsheet to see benchmarks 30. Adjust marketing as needed 31. Encourage nonprofits 32. Celebrate successes 33. Document stuff we want to change for next year 34. Celebrate the campaign end! For a fully-formatted article version of this podcast, head over to our website: https://mayecreate.com/blog/behind-the-scenes-how-we-plan-the-marketing-to-our-local-million-dollar-fundraising-campaign/