Top Reasons Why Everyone in the imis Community Should Use Mobile Engagement Scoring

Transcription

1 WEBINAR SERIES Top Reasons Why Everyone in the imis Community Should Use Mobile Engagement Scoring Hosted by:

2 ABOUT ATS Serving imis community since 1995 Full-service Authorized imis Solutions Provider (AiSP) Application development to extend the functionality of imis 2015 & 2016 Authorized imis Solution Provider (AiSP) of the Year

3 HOSTED BY Presenter: Bethany Mills Lead Project Manager Data Impact Solutions (856) Moderator: Richard Banks Sales Manager ATS (571)

4 USING GOTOWEBINAR Attendees are muted to reduce background noise Remember to ask questions via the Questions panel Questions will be answered during Q&A after presentation is complete

5 WHO IS DATA IMPACT SOLUTIONS? Data Impact Solutions created The MOSAIC Mobile Platform to provide associations with everything they need to go beyond standard event management software and so much more. Our clients members enjoy a whole new level of member engagement with virtually everything they need just a simple touch of their mobile device. 50+ associations around the world trust The MOSAIC Mobile Platform for their mobile needs 5 custom mobile solutions focused on critical association challenges Unlimited technical support provided to clients during implementation and events

6 WHAT YOU WILL LEARN TODAY Boost your association's bottom line and increase your ROI through mobile member engagement scoring: Discover key performance indicators (KPIs) Identify at-risk and evangelist members Implement mobile engagement scoring using everyday data

7 WHY MOBILE ENGAGEMENT SCORING IS IMPORTANT Mobile engagement is critical as the new generation is looking to consume content, do transactions and look at doing everything mobile. If they are not engaged on mobile, they will look for another provider. Mobile engagement is important NOT just at events, but also in other areas that you serve: Advocacy Call to action alerts Education Tests and learning options on mobile (audio/videos) Member benefits Cards/certificates Events Registration, event experience via app Social Feeds/Forums and networking opportunities Engagement is driven by a focus not just on value but an (increasingly mobile) EXPERIENCE

8 OVERVIEW OF ENGAGEMENT & SCORING Who is engaged and at what level? What are the overall stats? What are the scores at an individual level? GOAL: Develop an actionable plan of what you do with the engaged and the not-so-engaged members once you have the data

9 OVERVIEW OF ENGAGEMENT & SCORING Scoring Like a Credit Score, there is a general formula associated with lead scoring. Actions are weighted differently based on the importance your organization places on them The more time or money an individual spends on an action usually has an increased value or score

10 OVERVIEW OF ENGAGEMENT & SCORING Engagement In imis, the comparison of a credit scoring is to look at activities or action by the user and then have a multiplier for each of those activities Example: committee participation is weighted much more than clicking on a link on an

11 HOW IT WORKS There are two components in imis: Formulas Score Components - the activities that need to be counted Multipliers - how important an activity is Categories - the buckets of engagement based on the score percentile/raw score/ additional criteria Dashboards

12 imis DASHBOARD

13 IMIS DASHBOARD: VIEW SCORING

14 CREATING A SCORING PLAN Determine your KPIs Create score components based on those KPIs Examples: how Committee Participation versus product purchase versus donations. Include recency, type of event, amount of donations also versus just the number of donations.

15 KPIs FOR MOBILE ENGAGEMENT Measured by Count Measured in Other Ways Download of handouts Evaluations completed Photos on the photo gallery Read Alerts Connections made Messages sent Download and login onto the app Registration from the app Total Game Points Profile update recency Schedule builder used Tweets / Posts from the app Likes and Comments from the app Read News/Posts from the app

16 DETERMINE YOUR FORMULA Mobile Engagement (in the past 1 yr) = 20 points maximum Downloaded the app and built schedule for an event = 5 2 or more evaluations or surveys via the app = 7 2 posts OR connections made = or more posts throughout the year = 20

17 DETERMINE YOUR FORMULA Create 5 key categories and distribute the 100 point range based on the level of importance: #1 Committee Participation (past 2 yrs) = 25 points max 1 Committee = 15 2 or more = 25 #2 Events (past 3 yrs) = 25 points max 1 event = 10 2 events = 15 3 or more = 25 #3 Donation and Product Revenue (past 2 yrs) = 20 points max Less than $250 = = = 15 Greater than 750 = 20 #4 Mobile Engagement (past 1 yr) = 20 points max Downloaded the app and built schedule for an event = 5 2 or more evaluations or surveys via the app = 7 2 posts OR connections made = or more posts throughout the year = 20 #5 Web and Engagement (past 1 yr) = 10 points maximum 2 logins on the website = 3 2 s read = 5 4 or more logins on the website = 7 6 or more s read (50% of 12 s sent in a year) = 10

18 DETERMINE YOUR FORMULA Example #2: imis Set Up

19 SCORING THE RESULTS

20 BOOST YOUR BOTTOM-LINE & ROI Final Step Analyze Act Automate Adjust Reward the engaged users Incentivize the not-so-engaged users Automate as much of the process as possible

21 MORE ON MOBILE ENGAGEMENT Learn more about mobile trends and engagement strategies for your association. w w w.mosaic-mobile.com

22 QUESTIONS & ANSWERS Presenter: Bethany Mills Lead Project Manager Data Impact Solutions (856) Moderator: Richard Banks Sales Manager ATS (571)

23 MORE FROM ATS Looking for more from the experts at ATS? Upcoming Webinars schedule of upcoming webinars Past Webinars video recordings and downloadable presentation slides Other Questions? Online: Phone: (720)