6 Mistakes to Avoid When Partnering With a Nonprofit

I recently had the pleasure of sitting down with the leader of a nonprofit that I’d long admired. And while I loved hearing about their mission, their work, and their successes, it was one of their failures that stuck with me: a failed partnership.

To be completely frank, it wasn’t the nonprofit’s fault. It was the small business that tried to work with them. And it’s a story I’ve heard before from others. Sadly, it probably won’t be the last time either.

There are a lot of well-meaning people in small businesses with big hearts. And I’m deeply grateful and encouraged when I hear about for-profits partnering with nonprofits. It’s a wonderful thing, and honestly, it’s good for business.

However, if small businesses aren’t careful, they’ll do more harm than good because they’ll not only ruin the relationship, but pre-burn the bridge for others wanting to do the same in the future.

So, before you begin to think about building that partnership, let me give you the inside scoop on what a lot of nonprofits are looking for, and some pitfalls to avoid.

Mistake #1: Push Your Agenda Instead of Filling the Nonprofit’s Need

Let me just cut to the chase—this is often the culprit. In fact, it’s what happened in the example above.

While it is absolutely true that you should get something out of the relationship as well, you should approach the nonprofit with a genuine desire to serve. You need to try to understand their needs, and see where you can fill a gap.

Having an outside perspective is invaluable. It’s the reason I often get hired for projects as well. It’s a tremendous thing to step back and look at a situation or organization in an entirely new way for someone. So, that should not be overlooked.

However, if you reach out to a nonprofit with a list of things they “need,” but they don’t want any of them, this partnership is in trouble before it ever gets off the ground. And no amount of pushing what you have to offer on them is going to help.

You may be a videographer who sees the need for a new promo video on their website, but if they’d rather have someone film their annual gala, start there. Yes, there may be times when you can show them something they might not have otherwise seen, but a lot of broken partnerships are the result of a business telling a nonprofit what they need, the nonprofit accepting helping they don’t actually want, and no one being happy in the end.

Mistake #2: Leave the Details and Commitment Level Out of the Conversation

Everyone likes friends who constantly RSVP maybe and pop in and out of their lives at the most inconvenient moments?

That’s a big, fat no.

Spontaneity has it’s time and place for sure, and everyone loves surprises now and again, but leave them out of the nonprofit / small business partnership. Or, at least most of the time.

It can be a scary thing for a nonprofit to let someone new into their flow, especially those working on highly-sensitive issues. So, do them a favor and let them know how you plan to show up for them.

This doesn’t have to mean a huge commitment. Just be clear about what you can, and can’t do, and when you can, and can’t, do it. It’s that simple. Open lines of communication mean everything.

Your time is precious, but so is theirs. Take the time to outline exactly what this partnership will look like. That benefits you both.

Mistake #3: Don’t Follow-Through On Your Commitment

Can we just all agree that life happens? I know that, you know that, and so do the people you want to partner with.

It’s not always fun, and it’s not always easy, but sometimes circumstances change. If that happens, the best thing you can do is to communicate that to your nonprofit partner. Give an explanation, and notice (when possible), but don’t just disappear.

We have this crazy, new term we’ve all adopted over the past couple of years called “ghosting.” If you aren’t familiar with this concept, it’s pretty clear from the use of the word, but it’s when someone just vanishes from your life. Typically, this word is used in the date-osphere, but it applies here, too.

A leader at a social enterprise told me about someone who did this to them. This woman showed up out of the blue, promised them the moon, got consent from the organization, took what she wanted, and then was never seen or heard from again.

Ugh.

Can we all also agree how gross this is? Please, under any circumstances, do not do this to anyone—ever—but especially my friends at nonprofits. It’s a small world, so burning one bridge may just cause a wildfire you can’t put out. Plus, it’s just insanely rude and causes me like me to write posts like this.

Be honest and be respectful. You’ll probably get the same in return.

Mistake #4: Keep Your Nonprofit Partnership a Secret

Okay, I get that this statement may be kinda strange to include here, but I’m a marketer, so it’ll makes sense in a moment.

Hopefully, you don’t want to partner with a nonprofit solely for the publicity, but no one’s going to deny that it’s not a benefit. As I mentioned before, it’s also good for business.

However, I also get it can feel weird or braggy to talk about it. But that’s good. It means you care! So, show it off, but in a way that feels right for you. (PS: I can help you figure that out! :)

My guess is that you’re partnering with the nonprofit because you are excited about their work, so talk about that. Guess what? The nonprofit would love that, too!

I was just reading in Philanthropy News Digest that companies give the least amount to charitable causes each year, when compared to individuals and foundations. They said, “And last comes corporations — a surprise to many observers, who, given the dominant position of the private sector in the U.S. economy, no doubt assume that businesses play a far greater role in philanthropy.”

Given the potential for philanthropy, I would love to help change that fact. And one way I think we can do that is by helping those who are giving to talk about it more. People like me and the media can highlight giving and partnerships more, but it’s also up to you to talk about it. Encourage your peers (and competition) to give, and watch the goodness spread.

Yes, this should be done in a way that both parties feel good about, but the point is—it should be done. Say it loud and proud, my friend! Giving back is the new black!

Mistake #5: Move Forward, Even Though You Got Bad Vibes

I’m not an overly “woo woo” kind of person, but I do absolutely believe in intuition. And I had a client that I ultimately had to let go of because I didn’t listen to my Spidey sense during our initial meeting.

Yes, I want you to partner with a nonprofit, but does that mean you have to partner with the first one you come across? Nope. You’ve got over 1.5 million to choose from here in the US alone, so you can be a little picky, if needed.

My former client was perfect on paper. Ideal, as we marketers say. I was really excited to sit down and have coffee with him. But in a few minutes time, I should’ve known better. We weren’t communicating well, and I felt like I was just repeating myself. He also just seemed more interested in hearing himself talk more than hearing what I had to say. But I made excuse after excuse in my head as to why I felt that way, and moved forward anyway. It was for a small project and wouldn’t eat up much of my time—or so I thought.

Ever been there?

This “little” client ended up being a lot more than I bargained for. He asked for favors and discounts, had me repeat the same conversations over again, and contacted me on weekends and evenings unnecessarily. So, after about a month or so, I had to tell him I was not going to be the right fit for him. It was a hard lesson to learn, and many of you probably know what I’m talking about.

So, while partnering with a nonprofit is a wonderful thing, make sure it’s the right fit. If you get a bad vibe, it’s time to exit stage right.

Mistake #6: Start with Large Projects and Little Details

If by now, you haven’t started to see that partnering with a nonprofit is somewhat like dating them, let me clue you in here. Many of the same principles apply!

Build your partnership like you would build any relationship. Start small, and with a conversation.

This partnership should be mutually-beneficial and clearly communicated. That’s what is best for both of you, and it will help ensure success, even if it’s only a short-term project.

Nonprofits are often in desperate need of additional support, whether it’s financial or through something like volunteering. So, in that case, they may feel the need to jump in with you and take anything you offer. But that doesn’t always mean that’s what should happen.

Be sure to have a couple of conversations before starting any work to make sure you’re both on the same page. And, even then, try a small project to start. Once you leap into the trenches together, you’ll be able to see if this partnership is what both of you wants.

If not, say thanks and try again with another organization. If so, you’ll have the time of your life making positive change on behalf of a worthy cause. It could be just the thing your business—and life—was missing.

What questions do you have about partnering with nonprofits?

Nonprofits, next week I’ll talk about how you can be a better partner for small businesses, so stay tuned!

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I'm Kristi Porter, and I started Signify to provide writing and consulting services to nonprofits and for-profit organizations with a social mission, primarily through copywriting, marketing, and business communications. I also teach solopreneurs and small businesses how to incorporate philanthropy and giving strategies. I believe that cause-focused organizations are the future of business. You're proof that companies can both make money and do good. And I'm here to help you get noticed and grow. When you succeed, we all win.

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The Key to Your Success May Be Staring You in the Face (Literally)

The end of the year is coming fast, which very likely means a busy season for you. You either have a big sale ahead of you, or you’re heading into the year-end fundraising season. Some of you may also have both.

And, realistically, a lot of you are already tired.

Not only are you a human with a life and responsibilities, but you are also at a cause-related organization, either for- or non-profit. So, whether your work deals with extremely sensitive and dark subjects like human trafficking or not, you still feel the pressure to succeed because there’s a social problem you’re trying to solve. There is a different kind of gravity to your work that few understand.

This can certainly wear on you over time, and without checks and balances, can lead to burnout. And burnout would be a terrible situation not only for you, but for your cause. The world needs your work!

So, what’s the answer to combating the fatigue and burnout? Community.

Community can give you the inspiration and motivation to make it through another year, month, or even day.

Essentially, you need to find your tribe—even if that’s only one other person.

How do you find the community you desperately need? I’ll show you.

Why You Shouldn’t Only Rely on Co-workers, Friends, and Family

When it comes to community, too many people only rely on their co-workers, friends, and family to fill that void, even when it comes to their work. I think this is a problem.

I don’t know about you, but very few of my friends and family have founded a nonprofit or social enterprise. They’re incredibly supportive for sure, but they just can’t relate.

And as a solopreneur, I have no co-workers! Some days I love this fact, and some days I don’t. But even if you have co-workers, there are probably still a few things you avoid talking about like your salary. It just gets messy.

If you founded the organization, unless you have a co-founder, you also don’t have any direct peers. Meaning, you can’t be completely open and honest with the people in your office either because you need to maintain some professional distance.

Are you seeing the pattern? If you only rely on co-workers, friends, and family to be your community, there are gaps of your work that may never receive essential feedback, support, or input. That can impact you in a big way! It may stunt your success, allow little problems to grow into big problems, or even cause blind spots.

Worse still, without the ability to adequately communicate your thoughts and feelings to people who truly understand, it can lead to depression and isolation. I don’t know about you, but these are two things I already struggle with at times, so I don’t need anything else contributing to these issues.

Again, this would be a heartbreaking for you as a person, but it would also effect your organization. And my guess is that you care deeply about your cause and want to succeed. I want that for you too, so let’s talk about a few places where you can find the community you need.

Accountability Partner

Anytime a new or aspiring entrepreneur asks me for advice, the first thing I tell them is to get both an accountability partner and a mentor. I didn’t know how badly I needed these people in my life until I had them—and I don’t want you to miss out!

An accountability partner is someone in a similar situation or role. They don’t have to be at the same type of organization, but it’s great if they have similar responsibilities. Alternatively, they could be someone who is trying to accomplish a similar goal like writing a book.

Accountability partners are fantastic because they serve as a peer who can almost act like a co-worker or partner without the same strings. You are there to help each other succeed in your goals through, well, accountability.

You’ll be able to accomplish your goals because someone is there to regularly ask about them. It’s the same reason that Weigh Watchers meetings work so well. You take the necessary steps because you’ve got to get on a scale the next week to measure your progress.

You also both show up because you don’t want to let the other person down. Plus, they can provide a perspective and sounding board that you may currently be lacking. And, let’s face it, sometimes you just need to complain to someone who fully relates to your situation. We all have those days!

If you don’t have someone already in mind for your accountability partner, ask friends, family, or even put the word out on social media. It may take some time to find this person, but it will absolutely be worth it.

You might also consider a trial period to make sure you’re a good fit. My previous accountability partner and I had only just met when we decided to test the waters. We agreed to meet twice a month for three months, and we loved it so much we continued for six months. It was a huge boost for both of us—and our businesses!

Mentor

I think we all consciously, or even unconsciously, crave a mentor. We want “someone who’s been there” to show us the ropes. We are, of course, talking about your working life here, but you could also seek out mentors in marriage, parenting, hobbies, or any number of things.

The only prerequisite for a mentor is that they have more experience in a particular area than you do, and they are willing to share that knowledge. They almost act like a shortcut in that way, helping you bypass more of the struggles to get to more of the wins.

Let me also take a moment to dispel a couple of common misconceptions about mentors. The first is that we commonly picture mentors as much older than ourselves, but that isn’t always true.

My mentor Holly is only a couple of years older than I am, but she is CFO at a nonprofit called Growing Leaders, so she has vastly different experience than me. (One of those being that she’s good with numbers, ha!) She sort of serves as my all-around life mentor. We talk about everything, and often, that includes my business.

I had another mentor for over a year, Christina, who created The Contract Shop. She is actually over a decade younger than me, but had the experience of selling online products which I wanted to learn. So, while you may be seeking someone much older than you for one reason or another, you certainly don’t have to.

And because I also work with cause-focused organizations on both the for- and non-profit side, it’s also helpful to have mentors in both spaces.

With those two examples, you may have guessed the second misconception, and that is that you only need one mentor. Holly is the one who turned me on to this concept. She has multiple mentors that fill different roles in her life and career. Some she sees regularly, and some she may only see once a year. I really love that, and want to follow her example.

In my experience and in talking to others, mentors are much more difficult to find. It was six years of searching between finding Holly and my previous mentor. And I only had Christina for just over a year before her work got too crazy to maintain our appointments. So, I know how daunting it can be to find a mentor.

But again, I suggest that you start by asking your network. And even if you have the perfect person in mind, but they seem to already have a lot of commitments, never assume they’re too busy to fill that role. Make the ask, and be okay with hearing no, but don’t let an assumption keep you stuck. Mentors often get as much out of the relationship as mentees, so it’s definitely a mutually-beneficial situation.

Honestly, you may also just need to be patient. Don’t give up, but be okay with waiting. You’ll be so glad you did!

Mastermind

You may have noticed that I said things were going great with my accountability partner, but we only met for six months. That’s because we turned the partnership into a mastermind group.

I knew several other women who were looking for that kind of opportunity, and none of us were direct competitors, so for us, it made sense that we give it a try all together.

We meet every two weeks via an online chat, and sometimes in person. Our format was pulled from reading about other groups, as well as our own preferences. So, we usually have one person that shares about something they’ve learned which would benefit us all, and we also share a win, something we might need feedback on, and something we’d like to be held accountable for at the next meeting.

The benefit of a mastermind over an accountability partner is, of course, more perspectives and voices. But in all three of these scenarios, it’s been really incredible to get the additional support and encouragement. And that includes both the good days and bad days. We all know they’re both part of the equation!

Other spaces to find community

The three recommendations above are my go-to suggestions because they are often the most hands-on and consistent opportunities for community. They also make it easier to go deep on some of the hard subjects you need to discuss.

However, if those aren’t options right now, or you’re still in the search process, here are some other, great alternatives to try. Who knows, one of these may even lead to an accountability partner, mentor, or mastermind!

• Events: This weekend I attended the Tribe Conference for the second year in a row. There are a lot of writers in the room, and “writer” is one of the main words I use to describe myself, so these were my people. It was comforting and motivating just to be around their energy. I also feel that way when I attend social justice events. Find the places your people gather and go meet them.

• Co-working Spaces: These places have become huge community hubs for many entrepreneurs and small businesses. Not only are you working around new people you might not otherwise meet, but many of them also have regular and special events for you to actually hang out with the people sitting around you. I would definitely need these sort of structure introductions. ;)

• Facebook Groups: It’s quite common now for course creators, coaches, and business owners to have Facebook Groups. (Psst: Have you seen the Signifiers group?) These online outlets are another great place to meet people in similar situations or pursuing similar goals. I’m in a bunch of them that relate to different areas of my life like business, hobbies, church, causes, friends, etc. If you’re have trouble finding community in-person, or have very limited time on your hands, this could be a great source for you.

• Social Media: I’ll differentiate social media from Facebook Groups for the purpose of this post because groups are generally more targeted. On social media, you may have other friends and followers who could easily become trusted members of your community. For example, I have a new friend I met this summer over Instagram because I wanted to find other people who were Enneagram 4s as well as INFJ’s, both of which are smaller segments of the population. So, it’s been fun to chat with her about how our weird and wonderful minds work. :)

Encouragement From Tribe Conference Speakers

The work of your nonprofit or social enterprise is essential, and it needs you. But you can’t serve it well if you feel isolated, depressed, or burned out.

All of the above examples will meet different needs at different times, and when you mix and match a few of them together, you’ll be unstoppable. You’ll have the community you need to champion your cause, do your important work, reach your goals, and struggle less in the process. I want that for you, so I hope this post will help you take the next step.

As I mentioned, I was at Tribe Conference this weekend, and I can’t tell you how awesome it was. Well, I could, but we’d be here a lot longer! That event was the inspiration for this post because it definitely gave me the inspiration and motivation I needed to finish the year strong.

So, before you start taking those next steps, I wanted to leave you with some of the words of wisdom that meant a lot to me this weekend. I think they’ll do the same for you.

“You cannot avoid rejection and do your greatest work.” - Jeff Goins

"If you do work that is different, you’re doing something dangerous and worthwhile. People will question your differences now, and celebrate them when you succeed." - Todd Henry

"Other people see your work for what it is. You see your work for what it isn’t." - Melissa Dinwiddie

“Be relevant, authentic, and advocate for your brand.” - Amy Landino

"Community will help you succeed." - Chase Jarvis

"Dream big. Start small. Keep moving." - Charles Lee

“Lead with acceptance. Become a better listener. Don’t fear failure.” - Dave Delaney (Check out this guest post I did for him last year!)

"If you keep waiting for your dream to feel easy, you’ll never stop waiting." - Ali Worthington

"Don’t wait for permission to create your work." - Nicole Gulotta

"Marketing isn’t about closing a sale, it’s about opening a relationship." - Mike Kim

"We need to say out loud what our souls are silently screaming, because it may give someone else the courage to do the same." - Tim Grahl

“Know who your audience is. You can even have a less than perfect product or service depending on who your audience is and what they’ll pay for. They may just be waiting on you to create something.” - Joseph Michael

“Get okay with being uncomfortable.” - Heather Teysko

"Tell the stories people want to hear, not the stories you want to share." - Janet Murray

"Failure doesn’t ruin your story. Failure helps you write it." - Paul Angone

“You need to take responsibility for your own success.” - Joe Bunting

"It's easy to think about the things you haven't done or success you haven't attainted. But remember that there was a time when where you are sitting now was out of reach." - Ken Davis

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I'm Kristi Porter, and I started Signify to provide writing and consulting services to nonprofits and for-profit organizations with a social mission, primarily through copywriting, marketing, and business communications. I also teach solopreneurs and small businesses how to incorporate philanthropy and giving strategies. I believe that cause-focused organizations are the future of business. You're proof that companies can both make money and do good. And I'm here to help you get noticed and grow. When you succeed, we all win.

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10 High Result, Low Budget Launch Marketing Ideas

A few days ago, I laughed and cried my way through the Won’t You Be My Neighbor? documentary about Mister Roger’s and his famed neighborhood. If you haven’t seen it, I highly recommend it!

As a kid who watched and loved that show, it brought back a lot of memories. However, as a kid who grew up to be a marketer, I can’t help but watch everything through that lens as well. Occupational hazard! One of the things that struck me was his approach to the concept of his show. He stripped away a lot of the fanfare and gimmicks he saw on other shows, leaving room for his authenticity, playfulness, and heart for educating children on important values. And kids loved it!

Okay, so what does this movie have to do with launching, you might ask? Well, it’s that same lesson I want you to take into your next launch. People will ultimately resonate with you and your mission, not simply because of some stunt or gimmick.

Sure, there might be times when those kinds of tricks enhance your launch, but don’t come to depend on them. If you have a sale every time you launch a new product, for example, people may start to only buy at that time. After all, when’s the last time you bought something full priced at Old Navy? With a new sale every other week, they’ve trained people to wait for the next sale before making a purchase.

I’m also reminded of those launches that give away the latest iPhone or a European trip. Does anyone else sign up for all of those? I know they do because I never seem to win! However, as soon as that giveaway is over, I jump ship and unsubscribe. That’s no way to build a loyal list.

But I also realize that people also have to see and hear your mission to get on board. So, let’s talk about 10 high result, low budget launch marketing ideas that I love. There are varying levels of time and energy required for each, but I’ve seen them do great things for other nonprofits and social enterprises, and think they can serve you well, too.

1) Empower People to Share About Your Launch

There’s still no better form of advertising than word-of-mouth. So, why not increase yours by empowering people to do just that? And it helps when you can give them a nudge, too!

I wrote a whole blog post about this idea, but the gist is that you should provide pre-written social media samples (text, images, videos, etc.) to your staff and key stakeholders for every major launch. Essentially, you’re giving them all the tools they need to help promote with little effort on their part. If they have to think hard about it or write their own, they’re much less likely to take action.

2) Update Your Website . . . In More Than One Place

This may seem like a silly thing to state, but remember how we’re all still waiting for common sense to catch on? Yep, this goes in that category. I’m saying it because I see it.

If you’ve got a huge launch coming up, and you don’t make it prominent on your website—and in multiple places—you’re doing yourself a big disservice. It’s common to put a launch image or blurb on your homepage, but what about other pages? It might be a great fit there, too. And, depending on how someone found you, they may not even land on your homepage first, so you don’t want them to miss the memo.

3) Add Bonuses to Your Launch

Bonuses are usually my preference over discounts. This way you aren’t devaluing your service, product, event, or whatever else you may be creating. Plus, they can make your launch even more exciting, resulting in more eyes paying attention.

Bonuses are normally offered during the pre-launch or early launch phase, and examples can include one-on-one time with you, an additional product, a video series, a gift from one of your partners, etc. The options are endless!

Don’t get me wrong, sometimes sales and discounts are the way to go, but take a look at bonuses as well. “Limited time offers” fall under this umbrella, too. They’re a great way to ask people to take an action with a deadline in mind, which is often very beneficial for you in the planning stages.

4) Email Your Tribe (More Than Once)

Inboxes fill up fast, so don’t rely on just one or two emails to make your big announcement. And people often have great intentions to buy or donate, but they’re also bombarded with a million distractions every day.

So, create a series of emails to educate and inspire your tribe to take action. Find different angles of your launch to address in each one, rather than simply repeating the same information.

5) Jump On Facebook Live and Instagram Live

Over the last couple of years, video has become hot, hot, hot! For this introverted copywriter, that’s a real bummer, ha! For others it may be great news. Regardless, it’s important to sit up and pay attention. Takeaway —> You can’t ignore video!

So, it’s time to jump on Facebook and Instagram Live. What you should love about this marketing channel is that it’s super cheap. As in free. You don’t need a studio or all the fancy lighting. With the click of a button, you’re in business.

If video is new or uncomfortable to you, I suggest starting with Facebook and Insta Stories because they disappear in 24 hours. Less pressure, hooray! Once you have a little more courage, or if you prefer to force yourself as I do, give Facebook Live a chance. Video allows you to talk to your fans almost as if you were in the room with them, giving you a fantastic opportunity to talk about your launch and cause.

6) Utilize All Your Real Estate

If your organization has multiple websites, email lists, social media channels, or apps, make sure they’re all involved and promoting. This is no time to be timid!

When I was an event marketing director, our main sources of revenue were events and curriculum. The curriculum purchasers logged in regularly to view materials, and we also had an internal bulletin board on their website for announcements. So, you’d better believe I promoted events over there!

Besides your main website and social media, where else can you communicate to potential donors and customers?

7) Ask Partners to Promote Your Launch

Who do you know that can help promote your launch for free? This can be individuals or companies. It might be official partners and sponsors, or casual friends of your nonprofit or social enterprise that want to see you succeed enough to promote on your behalf.

This is a great opportunity to get in front of entirely new audiences. Just remember, however, that you may need to scratch their back in the future, too.

8) Let Your Audience In On The Process

Create ready-made buyers when you give people a say in the end result. Allowing your audience to provide ideas, feedback, or suggestions during the pre-launch phase to gives them ownership and gets them excited. They’re more likely to participate and share the launch as well.

I’ve seen authors allow their fans to choose book covers, course creators ask for suggestions, product makers seek out testers, and much more. How can you get your people involved?

9) Share Customer Reviews or Testimonials

We all love social proof. It’s the reason we seek out Yelp and Amazon reviews. It’s nice to know that someone has come before us and already loves what we’re interested in. It simply helps us proceed with confidence.

Obviously, some launches lend themselves better to this idea than others, but don’t be afraid to think out-of-the-box. If you have a fundraising campaign, for example, add testimonials to your site (and giving page) from those that have benefitted from your work or have previously donated.

Here’s an example from Signify.

10) Pre-Sale Your Launch

Wouldn’t it be a wondrous thing to have money coming in before you’ve officially launched? That’s the beauty of a pre-sale.

This is why some events allow you to purchase tickets to the following year before you even walk out the door. It’s also why movies sell tickets months in advance. And don’t forget about those books that come with pre-launch bonuses, or courses that give you a discount prior to hitting the market. The pre-sale has definite advantages for both you and the buyer!

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I'm Kristi Porter, and I started Signify to provide writing and consulting services to nonprofits and for-profit organizations with a social mission, primarily through copywriting, marketing, and business communications. I also teach solopreneurs and small businesses how to incorporate philanthropy and giving strategies. I believe that cause-focused organizations are the future of business. You're proof that companies can both make money and do good. And I'm here to help you get noticed and grow. When you succeed, we all win.

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Your 4-Step Facebook Advertising Checklist

Social media remains a great way to get eyes on your cause, but because of those ever-changing algorithms, it’s also become much more difficult to get people to actually see your posts. So, what’s the next step? Social media advertising.

You’re interested in getting started with something like Facebook ads, but it’s also darn confusing. It seems overwhelming to take the first step, and how do you even know what the first step is?

Today’s post is going to help answer that pesky question and more. Dana Bakich is the Founder and CEO of Positive Equation, a purpose-driven social media consultancy, and she’s a wiz when it comes to social media advertising. So, I asked her to share what steps you need to know as you get started with your Facebook ad strategy, and she’s broken it down to four steps.

Don’t let the daunting Facebook Ads Manager push you away from social advertising. Here are four, simple steps to set you up for success.

It’s no secret that your social media News Feed is in high demand. It’s more difficult than ever to have your posts seen, let alone engaged with. Within the past year, you’ve heard news of Facebook’s News Feed algorithm changing—a few times. The content coming from companies and brand pages is no longer the priority content on our feeds. Facebook’s goal is to connect people with messages they’ll authentically care about.

Due to the News Feed changes, there’s been a rush to figure out social advertising. You might be thinking that if people don’t see your message, you’ll just add some $$ to make it so, right? However, from boosting posts to creating a full social campaign, there are four things to consider before you spend a penny.

1. Listen to Facebook’s algorithm change. Does your campaign creative (images/video) speak to your target audience?

2. Have you created custom target audiences that contain people who are most likely to engage with your content and be moved to take action?

3. Can you measure success? Do you have tracking pixels in place to evaluate whether your campaign was a success or not?

4. What’s your goal for this ad? What type of ad needs to be created based on that goal—a boosted post or ad campaign created within ads manager?

CAMPAIGN CREATIVE

Let’s rewind to the note about Facebook’s new algorithm. How does it actually work? Well, Facebook uses a tool called, “Ranking,” and it’s broken down into four steps:

1.  Inventory of stories – what content is available from your friends and pages you follow

2. Signals – information available about the stories/content, such as how popular they are, what type of device you’re using, and your internet connection

3. Predictions – how likely you are to engage with that post

4. Relevancy Score – Each piece of content receives a relevancy score of how interested Facebook thinks you would be in that post/story.

Understanding how they rank content is helpful when you’re developing your campaign creative. Do your photos, videos, or articles align with what your audience is most likely interested in? How can you shape your organization’s content in a way to receive a high relevancy score? Think about it from the viewer or reader’s perspective, not just the perspective of your nonprofit or social enterprise.

Is your content social ready? Meaning, is up to the specs of the platform and ready to go? Video is hot right now, but the video length and size depends on the platform you’re posting to. For example, make sure to follow Facebook’s guidelines to maximize engagement. Also, 85 percent of videos on Facebook are watched without sound, so always include captions with videos that have audio. I recommend a company called Rev. They only charge $1/minute to create captions for your videos.

CREATE CUSTOM AUDIENCES

This is one of the most important aspects of a social advertising campaign.

WHO do you want to reach, and WHAT do you want them to do?

The WHO:

Within Facebook Ads Manager there’s a section called “Audiences.” This section allows you to upload csv files of your email newsletter contact list and retarget them through social media, create lookalike audiences to your current pages, and build a brand-new audience to reach a different market with demographics, interests, location, etc.

The WHAT:

The other component is understanding WHAT you’re asking for. Do you want to raise awareness of your cause? Maybe a video campaign makes the most sense to generate a large reach. Do you want to encourage your audience to purchase tickets to an event or make a donation? A conversion campaign might be a better fit to track the exact outcome.

NOTE: Think about the first time you’ve come across a new brand. You probably needed to see it a few times and engage on social media before making any financial commitment. If you’re running any kind of “ask” campaign, make sure you’re publishing educational, informative, or entertaining content first to increase your chances of success.

TRACKING PIXELS

One word: necessary. What you’re thinking: confusing. Don’t be!

Pixels enable you to understand the impact of your social advertising campaigns. Whether your goal is to increase website views, email signups or donations, adding pixels to your website is the only way to see how your ads are performing.

Here’s a step-by-step process of how to add pixels to your website from Facebook. (You don’t need a developer, but they help!) If Twitter is more your thing, they have them as well!

It’s helpful to install the Facebook Pixel Helper chrome extension. This will allow you to see if your pixel is active and working on the web pages you’ve applied it to. It usually recognizes the pixel within a few minutes.

Additionally, with any Facebook ad, the company recommends running the ad for a minimum of four days to allow the Facebook algorithm to work properly.  

Can you think back to a time when you’ve been scrolling through your feed and said, “That’s SO me.” Or, “I MUST share this—right now.” That’s the impact you want to create with your content.

BOOSTED POST vs AD CAMPAIGN

When you’re considering which type of ad to run, think about your goal. Boosted posts are usually created right within your Facebook Page News Feed post. They have limited options and audience selections to choose from. If you’re simply looking to amplify that piece of content for a short period of time, boosting is the way to go.

However, an ad campaign provides a much richer and controlled experience to get specific on your audiences, upload new ad content, and run longer campaigns. You can usually get much better results with ad campaigns, so don’t let any intimidation hold you back.

YOUR FORMULA FOR SOCIAL ADVERTISING SUCCESS

Use content that’s meant for social use + Tell a compelling story to a key audience(s) + Use tracking tools = A very Positive Equation.

To dive further into the latest social media tools, tactics, and executing a social ad campaign for nonprofits, check out my online course, The Ultimate Social Media Toolkit for Nonprofits.

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Dana Bakich is the Founder and CEO of Positive Equation, a purpose-driven social media consultancy. She’s launching her first online video course to help nonprofits with the latest and greatest that social media has to offer. She’s also a Digital Producer for Season 2 of American Idol! Dana is based in LA, but you can most likely find her 30,000 feet in the air traveling somewhere.

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I'm Kristi Porter, and I started Signify to provide writing and consulting services to nonprofits and for-profit organizations with a social mission, primarily through copywriting, marketing, and business communications. I also teach solopreneurs and small businesses how to incorporate philanthropy and giving strategies. I believe that cause-focused organizations are the future of business. You're proof that companies can both make money and do good. And I'm here to help you get noticed and grow. When you succeed, we all win.

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