The “Fill it Up” Supporter Journey Approach

July 26, 2023      Kevin Schulman, Founder, DonorVoice and DVCanvass

Our calendar is 12-months and most of civilization has been using since 1582.  These 12 months have a natural, logical basis tied to lunar cycles but having lunar cycles dictate the supporter ‘journey’ for charities starts to quickly lose both logic and reason.

And yet, how many charities start with a blank calendar (or more likely, last year’s calendar/journey) and begin the business of filling it up?

Something dropped in for every month, probably multiple somethings.

It’s an internally driven approach to journey planning that inevitably starts with 12 months of calendar arrayed across the top of the Excel sheet or the sticky note version on a white board equivalent.   The column months arrayed across top are complemented by the even more insular rows of supporter groupings or donor segments – e.g., monthly, one-off cash, midlevel – that tell us absolutely nothing about these people including their cadence preference.

The goal then becomes to fill it up. With stuff. Outbound stuff we want to send, promote or ask for. This is what we call the “Gregorian Supporter Journey” with calendar month and the internally-assigned donor segment jargon as the basic organizing principle.

Why Do We Do This To Oursleves?.

There are a variety of behavioral science principles that point out our irrational willingness to do more of a given task if it is framed as part of a set. For example, if a ‘set’ is a pie chart with 4 slices versus a pie with 6 slices we will do more of the task in the 6 slice context. Thus, if our donor journey calendar had 47 months we’d feel compelled to fill it up, to “complete” it.

So Why Is This a Problem? And What’s a Solution?

The problem is that continuous, always-on fundraising is not optimum. Not even close. Who says?  The commercial sector and a load of academic analysis, including within the charitable sector.

What does marketing/fundraising/promotion get us?

The pros? Donations are the first and obvious answer, the one metric we measure really well and obsess over. But the group who donates is always the tiny minority relative to the total group exposed. What are the pros there? Staying in their consciousness, brand building. This is very real, as it (can) increase the likelihood of future giving among a much larger group.

Great, “continuous” sounds like a winner, perpetually getting donations and staying in customers’ and donors’ consciousness.

The cons? All advertising, marketing and promotion has massive diminishing returns on donations. In short, there is a finite amount to be raised from Donor A, in a given time period, and all the comms in the world won’t change this. If this were the only downside then continuous advertising is merely inefficient but not counterproductive.

Alas, this ain’t the case. The bigger, more insidious problem is the irritation effect that comes from continuous communication. It affects not only today’s donor but also tomorrow’s donor. It causes attrition. This is as well documented and agreed upon and proven in academia as it is unknown or unaccepted by damn near all the large charities around the globe.

We cite the large charities here to distinguish from the smaller groups that likely do have some “white space” on their fundraising/marketing/comms calendar, though that decision was probably driven by internal preference or opinion and is still sub-optimum in the execution.  And while we won’t claim to have looked at every large charity’s marketing/fundraising/comms calendar we’d wager heavily in Vegas that none of them take an entire month off, much less two or three…

Contrast this with the commercial sector where much of the advertising is not continuous but instead operates on what is referred to as a “pulsing schedule”.  “Pulsing” is just what it sounds like. On and off. Repeat. Heavy “on” period of communications to get sales/donations and build brand/stay in their consciousness followed by an off-period to avoid the negatives of irritation and annoyance.

This is not just theory. It is empirically proven, over and over and over.  And not just in the commercial advertising sector.

There was a large study done looking at 5 Dutch charities over 22 consecutive fiscal quarters or just over five years.  In the study researchers knew how much money was spent on fundraising/marketing/comms and the resulting number, amount and timing of donations.

The researchers did modeling to look at the distribution of response (and by extension, probability of response) over the 22 quarters.  This is the squiggly red line in the chart below that shows a very distinct up and down pattern – peaks are high likelihood of giving and the troughs are low likelihood.  Because all of these charities were continuously spending across every month that activity is (loosely) reflected with the dotted purple line.

What is obvious is that response does not follow the spend.  What should be equally obvious is that each charity could get a far greater return by matching spend to outcome by shifting to a pulsing approach.

So what is optimum? From this study it was quarterly pulsing – one quarter on, one quarter off, then repeat.

Here at the Agitator can almost physically feel the response by many who read that last sentence.

  • A quarter with zero pushing out of stuff? Are you insane?
  • We only raise money when we ask.
  • Our donors love our content, there are very few who get irritated and for those who call to complain, we will adjust their volume.
  • We did a test once where we sent fewer asks to a test group and we raised less money.
  • If we do this and other charities don’t they’ll get all the money in our off period.
  • This was a Dutch study, surely it doesn’t match my situation in my country.

We could address each of these in turn and perhaps will though folks that build up this immediate line of defense are most likely to only double-down on their viewpoint in the face of counterfactuals (another oddity of human behavior).

This is for those folks who are looking for different answers to the same questions and open to the notion that 12 months full of stuff is random and perhaps influenced by our desire to complete whatever ‘set’ we create.

Any Agitator readers care to share your experience with creating donor journeys and/or pulsing?

Kevin

 

6 responses to “The “Fill it Up” Supporter Journey Approach”

  1. John Stith says:

    Yes I think six follow-up articles, one on each bullet point, is what you’ll need to do! 🙂

    • Kevin says:

      Hi John, yes, perhaps but here’s a (very) short version for now.

      1) try 2 months on, one month off, work backwards with dec/nov as on. As a rule of thumb there is strong empirical evidence that about 2/3 (65%) of all money raised for a given appeal is merely shifting dollars forward. Try running your campaign performance analysis by taking 65% off the top and see how many are still making money. The idea that one is creating new dollars vs. shifting forward with the volume approach belies human nature and the laws of (massive) diminishing returns.

      2) Yes, you do only raise money when you ask. But, if you’re doing it well you are also building brand and that is the far, far bigger impact. You are also chasing people away – it’s the iceberg. We only measure and attribute success (and do this poorly) to our solicitations. We never attribute failure (i.e., irritation and churn).

      3) first year retention rates belie the idea that most people love, like or even tolerate the always on supporter journey. We measure supporter satisfaction as continuous, enterprise-wide effort. Irritation with volume is not a minority phenomenon, it’s a majority one.

      4) Most random nth tests are illogical, I’d never suggest a pulsing pilot that assumes everyone is the same. Setting that aside, there are many unicorns out there. The Union for Concerned Scientists ran a test with that group getting 6 solicitations and control getting the full 15. Test group was tied on net. that’s a 60% reduction for same net income. Massive shifting of dollars forward and massive diminishing returns are the norm.

      5) Behavior ruts cut both ways. People have lots of defensive mechanisms to deal with the onslaught of mail and digital including lists of their charities they will donate to and when they last did so. This is from research, not made up. It’s a crappy world for a lot of donors who feel the need to protect themselves, but their behavioral pattern is one of loyalty if you’re on the mental list. And stop selling their names to your competitors. Nuts…

      6) Humans are humans and those similarities of motivation tend to dwarf cultural, at least in context of giving.

  2. Abbe Pascal says:

    How would this work for multi-channel marketing? Are you suggesting all channels use the pulse method to be coordinated? And, I think SEM and display ads should not be part of the pulse method. Do you agree?

    • Kevin says:

      Hi Abbe, thanks for reading and commenting. Yes, is short answer on all channels for pulsing. This is aided by our definition of a “campaign” – it’s an ‘on’ period of the pulse and always multi-modal. Notice I said mode, not channel. We use the latter as proxy for the former. We know that the same message in the same channel is mostly inefficient (adds very little to giving/doing) and ineffective (fosters attrition). But those diminishing returns of multiple exposures are greatly softened and dissipated by sending same message in different format/channel. The email just feels different than the direct mail. The static image feels different than the video and so the multiple exposures to the same person in a given “on” period is mostly positive for giving and brand building if it’s multi-modal (with channel as proxy for mode – oral/visual, static/movement, long/short).

      SEM is always on. Display ads suffer same fate as any other mkt – diminishing returns and irritation. So, would pulse those too

  3. Greg Giles says:

    Mind blown. Again.

    That’s why I keep turning to you! Even as a 30 year veteran of the business, you often make me feel as though I know nothing, which is a great feeling once my ego gets over it.

    • Kevin says:

      Greg, thanks for the readership and the feedback. We’re all on (or should be on) a continuous journey, what we at DonorVoice “knew” and did five years ago is ego reducing but only in retrospect. The grandfather of evidence-based medicine, David Sackett, said that every five years we find out that 50% of what we thought we knew in medicine was wrong. That has proven to be pretty accurate, at least the sentiment.

      His advice? Learn how to learn. How much of our fundraising “best practice” has changed over the last 20 years? Hardly any. Did we do that much better than the medical community and just nailed it out of the gate? There are those who want to keep learning and those who are satisfied with what they “know”. Mark Twain had a useful refrain about those folks, it ain’t what you don’t know, it’s what you know that ain’t so.