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Online Organizing through Social Media

Brent Blackaby
Trilogy Interactive

January 18, 2012



IMPORTANT NOTICE
The enclosed material is proprietary to Trilogy Interactive LLC. This material is
presented for the purpose of evaluating services and may not be disclosed in any manner
to anyone other than the addressee and employees or authorized representatives of
client named here within.
Who is Trilogy?
•   A leading full-service digital agency for non-profits, political campaigns,
    and public affairs with strategy, design & development, and technology
    capabilities

•   Client portfolio includes five past presidential races, dozens of advocacy
    organizations, and more than 20 Democratic Senators
     – U.S. Senators Barbara Boxer, Dick Durbin, Patrick Leahy, Patty Murray, Chuck
       Schumer, Sheldon Whitehouse, and others
     – CA Democratic Party, CA Sec. of State Debra Bowen, Rep. Jay Inslee (WA), Rep.
       Mazie Hirono (HI), and Elizabeth Warren (MA)
     – Cancer Research Foundation, Community Catalyst, PICO National Network, Cal
       Alumni Association

•   We have raised hundreds of millions of dollars and mobilized millions of
    activists for our clients via email, blogs, Facebook, Twitter, and other new
    media channels


                                                          Trilogy Interactive — Proprietary & Confidential
Why Online Organizing through Social
             Media?
• Scalable
  – 800+ million people on Facebook
  – 300+ million people on Twitter
• Shareable
  – Most Facebook, Twitter, and YouTube users are
    primed to share content with friends & relatives – so
    easy to tap into that ethos for activism
• Speedy
  – Can respond quickly to breaking news and, with “first
    mover” advantage, get significant attention very
    quickly… but can’t always predict what will “go viral”
Clear call-to-action
People don’t often have a lot of time… so presenting them
  with a clear, simple, easy ask is preferable to
  bombarding them with many complex asks

Is the goal building your base? Raising money? Building
    awareness?

•   Sign my petition!
•   Share with your friends on Facebook
•   “Re-tweet this”
•   Contribute
•   Upload photos/video
End Big Oil Subsidies – McCaskill,
      Schumer, Whitehouse




                        Trilogy Interactive — Proprietary & Confidential
End Big Oil Subsidies – McCaskill,
         Schumer, Whitehouse
• 49k+ total signatures on “End Big Oil Subsidies” petition


       @




                                             Trilogy Interactive — Proprietary & Confidential
Step 1: Launch Email




                Trilogy Interactive — Proprietary & Confidential
Step 2: Petition Page




                 Trilogy Interactive — Proprietary & Confidential
Sharing on Social Networks
• Facebook
• Twitter
• YouTube
• Niche sites




                            Trilogy Interactive — Proprietary & Confidential
Posting to Blogs
• Political blogs
• News blogs
• Niche sites




                                  Trilogy Interactive — Proprietary & Confidential
Earned Media
• Coordinate media appearances with press staff




    EndBigOilSubsidies.com




                                           Trilogy Interactive — Proprietary & Confidential
FriendOutTheVote.com
•   Innovative Facebook application that encouraged CA Democratic Party
    activists to contact likely drop-off voters for GOTV in 2010 midterm
    election

•   First, we matched the CDP’s target voter universe to Facebook IDs (24%
    match rate, ~250,000 IDs)

•   Then, through the app, CDP activists could identify which of their own
    friends were in the target universe, and post personal GOTV messages
    on those specific voters’ Facebook walls

•   “Friend Out The Vote” app received 22,000 visitors, who in turn sent
    thousands of GOTV messages to likely drop-off voters on their Facebook
    walls

•   Whereas traditional GOTV efforts on Facebook are scattershot with little
    or no targeting, the CA Dem Party’s “Friend out the Vote” app targeted
    specific voters and seemed more important and “real” to activists

                                                    Trilogy Interactive — Proprietary & Confidential
FriendOutTheVote.com




               Trilogy Interactive — Proprietary & Confidential
Q&A


        Brent Blackaby
       Trilogy Interactive

bblackaby@trilogyinteractive.com

                             Trilogy Interactive — Proprietary & Confidential
APPENDIX
Three Online Myths to Bust
1. Email is dead – FALSE!
  –   It’s not sexy, but email is still by far the largest driver of online
      activity – including fundraising, volunteering & advocacy

1. Mastering Facebook and Twitter will instantly vault
   you to online success – FALSE!
  –   Social networks are increasingly valuable channels, but you
      shouldn’t base your entire online campaign on them

1. Running online ads means you have an online
   program – FALSE!
  –   Online ads are important to promoting your issue or candidate,
      but successful online programs require much more ongoing
      engagement

                                                    Trilogy Interactive — Proprietary & Confidential
An email success story: Barbara Boxer’s
     2005-2010 Online Program




                            Trilogy Interactive — Proprietary & Confidential
Case Study – Sen. Boxer’s email
                program
• Email list grew by more than 1 million members from 2004-2010 –
  to more than 1.1 million total
• The Boxer campaign raised $7.5 million online from grassroots
  donors for 2010 cycle (plus $2 million more in event/mail
  contributions processed online) out of $30 million total raised
• Boxer “money bomb” raised $600,000 online from 12,000
  grassroots donors in a single day – on day of Boxer’s first debate
  with Carly Fiorina
• Boxer’s out-of-cycle organizing from 2005-2008 was critical:
   – Added 400,000 new members during that period (which fueled half of
     the 2010 fundraising)
   – Raised more than $1 million for other candidates during that period
   – Doubled Boxer’s base of online donors heading into the 2010 cycle
• The online campaign never ends: Investing early and often
  generates further success over time!

                                                  Trilogy Interactive — Proprietary & Confidential
Case Study – Sen. Boxer’s email
           program




                      Trilogy Interactive — Proprietary & Confidential
Email: Aspirational Messaging




                     Trilogy Interactive — Proprietary & Confidential
Case Study:
Progressives United




                Trilogy Interactive — Proprietary & Confidential
Message Box
       Values

   Issue & Obstacle

        Goal

         Bio

Campaign & Supporters

       Contrast

        Issue

    Call to action




                                      Trilogy Interactive — Proprietary & Confidential
Campaign &
              Values
          Call to action
            Supporters
               Contrast
                     Bio
The name protests this winter in Wisconsin
      The of the group communicates that
  Progressives United is building its base of
we are about a tight community ofto workers
   brought more media attention people
                  Issue
  who share aandthan anything in decades.
  supporters specific range of values.
    rights issues
                   its organizational capacity
   They showed& Obstacle
    Issue how powerful progressives
  The name Progressives United is meant to
  through Feingold founded Progressives to
     Russ   membership-driven challenges
  Those values include honor, fairness,
  United afterand lost his theunited,fourththe
      draw a contrast with bid name Citizens
  the corporate-political status quo, including
        can be whencommunityfor a and term
          purity, he they are itself.
  GE's low Where CU is a candefending anti-
    United. tax bill, legislators As a legislator,
                                 corporate-funded
  in the now, Senate in 2010. sign contracts
   Right U.S. corporations power of the threat
    short-term motivational
  heof Supreme Court's decision grassroots
    withlosing group, PU is a true in Citizens
      Astroturf
  Thetransparency government, and useand
           the federal positions, and the anti-
                  something. Russ Feingold the
       had championed civil liberties and clean
   worker/pro-corporate its unjustified larger
    United was driven by agenda on Wisconsin
     money from opposed membership.
           group just the symptom
    elections andthose contracts of ato build a
    Progressives United are lookingbehalf of
               corruptive then
                                           military
         candidatesRepublicans. can that
  problem: corporateoffice, who of Iraq. will,
                       for money and
           actions like the invasion corporate
     long-term grassroots movement
                    fighting
                   Goal
        legislate on contracts affecting those
  influence coming to necessity,our politics
       by psychological dominate have to be
           asno intention
    Feingold result, ourthey win. Right now,
     corporations when public life. This big
    and, morefounded Progressivescalling to
              a aspirational. We are United
  businessofgrassroots counter for the
         provide a giving up
       when you buyis tainting the egalitarian
         progressives to constant from Target
               money toothpaste aspirational
     action, of youcomehealthyistolike
   democracy America wantfounded teeth,
        because passing was groups be.
                        just legislation
         Astroturf corporate front
   The goallikeProgressives Unitedto institute
                                           to roll
                  together elect
  Citizens codesuse Supreme bought and
     Conservativesfor that money to as setting
      ethics United thatinfluenceCourt our a
        Target can are already
                            he identified justices
         back corporate               over
    sold, so democratic come
   their electingup toattacking everything you
     candidate who stands for our democracy.
               it's our progressives to
    and sites on candidates who will represent
       democracy and restore the power of
    oppose. We have to rein in this corporate
                         hide
      together and save the fundamentally
      our progressive and democratic values.
                   ordinary citizens.
                influence in our politics.
 American principles of a citizen democracy.
                      united
                pledge
               average
              Americans
Issue & Obstacle
  Call to action




     Goal
   Contrast
Online ads and the engagement
                        ladder
Volunteer

                 Email, personal contact, social networks

 Donor

                 Email, direct mail, phone

Supporter

                 Online ads, website, social networks

 Voter


                                    Trilogy Interactive — Proprietary & Confidential
Why Online Ads?
•   Americans spend 13 hours a week watching
    television, and 13 online
•   A majority of adults went online in 2008 to get
    involved or get news about politics
•   One-third forwarded something political to a friend
•   Two-thirds of young people took political action on a
    social network
•   More than half of Americans ages 18-to-64 are online
    political users
•   More than half of the internet users in every major
    age cohort took part in the political process in one
    way or another during the 2008 campaign
    Sources: (1) Understanding The Changing Needs Of The US Online Consumer, 2010; (2-6) Pew: The Internet's Role in Campaign 2008



                                                                                         Trilogy Interactive — Proprietary & Confidential
Three Types of Online Ads
•List Growth / Acquisitions
  –   Judge results by return on investment (ROI)
  –   End goal is to increase net revenue for your
      campaign
•Branding / Persuasion
  –   Judge results by polling improvement and,
      ultimately, votes gained
  –   End goal is to increase support among targeted
      groups (e.g. opinion makers) or the general public
•Rapid Response
  –   Mix of above two types; can be used for damage
      control and/or to use news to gain new supporters

                                         Trilogy Interactive — Proprietary & Confidential
Online Ads 101




             Trilogy Interactive — Proprietary & Confidential
Three Things to Take Away
1. Email is very much alive and well!
   –   It is still by far the largest driver of online activity – including
       fundraising

1. Facebook and Twitter are important online tools for
   communications and organizing, but they’re not the
   entire toolkit
   –   Social networks are increasingly valuable channels, but you shouldn’t
       base your entire online campaign on them

1. A successful online program involves much more than
   simply running online ads
   –   Online ads are important to promoting your issue or candidate, but
       successful online programs require much more ongoing engagement
       through email, social networks, and good old-fashioned personal
       contact

                                                          Trilogy Interactive — Proprietary & Confidential

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Online Organizing through Social Media: Reaching 800M+ People on Facebook & Twitter

  • 1. Online Organizing through Social Media Brent Blackaby Trilogy Interactive January 18, 2012 IMPORTANT NOTICE The enclosed material is proprietary to Trilogy Interactive LLC. This material is presented for the purpose of evaluating services and may not be disclosed in any manner to anyone other than the addressee and employees or authorized representatives of client named here within.
  • 2. Who is Trilogy? • A leading full-service digital agency for non-profits, political campaigns, and public affairs with strategy, design & development, and technology capabilities • Client portfolio includes five past presidential races, dozens of advocacy organizations, and more than 20 Democratic Senators – U.S. Senators Barbara Boxer, Dick Durbin, Patrick Leahy, Patty Murray, Chuck Schumer, Sheldon Whitehouse, and others – CA Democratic Party, CA Sec. of State Debra Bowen, Rep. Jay Inslee (WA), Rep. Mazie Hirono (HI), and Elizabeth Warren (MA) – Cancer Research Foundation, Community Catalyst, PICO National Network, Cal Alumni Association • We have raised hundreds of millions of dollars and mobilized millions of activists for our clients via email, blogs, Facebook, Twitter, and other new media channels Trilogy Interactive — Proprietary & Confidential
  • 3. Why Online Organizing through Social Media? • Scalable – 800+ million people on Facebook – 300+ million people on Twitter • Shareable – Most Facebook, Twitter, and YouTube users are primed to share content with friends & relatives – so easy to tap into that ethos for activism • Speedy – Can respond quickly to breaking news and, with “first mover” advantage, get significant attention very quickly… but can’t always predict what will “go viral”
  • 4. Clear call-to-action People don’t often have a lot of time… so presenting them with a clear, simple, easy ask is preferable to bombarding them with many complex asks Is the goal building your base? Raising money? Building awareness? • Sign my petition! • Share with your friends on Facebook • “Re-tweet this” • Contribute • Upload photos/video
  • 5. End Big Oil Subsidies – McCaskill, Schumer, Whitehouse Trilogy Interactive — Proprietary & Confidential
  • 6. End Big Oil Subsidies – McCaskill, Schumer, Whitehouse • 49k+ total signatures on “End Big Oil Subsidies” petition @ Trilogy Interactive — Proprietary & Confidential
  • 7. Step 1: Launch Email Trilogy Interactive — Proprietary & Confidential
  • 8. Step 2: Petition Page Trilogy Interactive — Proprietary & Confidential
  • 9. Sharing on Social Networks • Facebook • Twitter • YouTube • Niche sites Trilogy Interactive — Proprietary & Confidential
  • 10. Posting to Blogs • Political blogs • News blogs • Niche sites Trilogy Interactive — Proprietary & Confidential
  • 11. Earned Media • Coordinate media appearances with press staff EndBigOilSubsidies.com Trilogy Interactive — Proprietary & Confidential
  • 12. FriendOutTheVote.com • Innovative Facebook application that encouraged CA Democratic Party activists to contact likely drop-off voters for GOTV in 2010 midterm election • First, we matched the CDP’s target voter universe to Facebook IDs (24% match rate, ~250,000 IDs) • Then, through the app, CDP activists could identify which of their own friends were in the target universe, and post personal GOTV messages on those specific voters’ Facebook walls • “Friend Out The Vote” app received 22,000 visitors, who in turn sent thousands of GOTV messages to likely drop-off voters on their Facebook walls • Whereas traditional GOTV efforts on Facebook are scattershot with little or no targeting, the CA Dem Party’s “Friend out the Vote” app targeted specific voters and seemed more important and “real” to activists Trilogy Interactive — Proprietary & Confidential
  • 13. FriendOutTheVote.com Trilogy Interactive — Proprietary & Confidential
  • 14. Q&A Brent Blackaby Trilogy Interactive bblackaby@trilogyinteractive.com Trilogy Interactive — Proprietary & Confidential
  • 16. Three Online Myths to Bust 1. Email is dead – FALSE! – It’s not sexy, but email is still by far the largest driver of online activity – including fundraising, volunteering & advocacy 1. Mastering Facebook and Twitter will instantly vault you to online success – FALSE! – Social networks are increasingly valuable channels, but you shouldn’t base your entire online campaign on them 1. Running online ads means you have an online program – FALSE! – Online ads are important to promoting your issue or candidate, but successful online programs require much more ongoing engagement Trilogy Interactive — Proprietary & Confidential
  • 17. An email success story: Barbara Boxer’s 2005-2010 Online Program Trilogy Interactive — Proprietary & Confidential
  • 18. Case Study – Sen. Boxer’s email program • Email list grew by more than 1 million members from 2004-2010 – to more than 1.1 million total • The Boxer campaign raised $7.5 million online from grassroots donors for 2010 cycle (plus $2 million more in event/mail contributions processed online) out of $30 million total raised • Boxer “money bomb” raised $600,000 online from 12,000 grassroots donors in a single day – on day of Boxer’s first debate with Carly Fiorina • Boxer’s out-of-cycle organizing from 2005-2008 was critical: – Added 400,000 new members during that period (which fueled half of the 2010 fundraising) – Raised more than $1 million for other candidates during that period – Doubled Boxer’s base of online donors heading into the 2010 cycle • The online campaign never ends: Investing early and often generates further success over time! Trilogy Interactive — Proprietary & Confidential
  • 19. Case Study – Sen. Boxer’s email program Trilogy Interactive — Proprietary & Confidential
  • 20. Email: Aspirational Messaging Trilogy Interactive — Proprietary & Confidential
  • 21. Case Study: Progressives United Trilogy Interactive — Proprietary & Confidential
  • 22. Message Box Values Issue & Obstacle Goal Bio Campaign & Supporters Contrast Issue Call to action Trilogy Interactive — Proprietary & Confidential
  • 23. Campaign & Values Call to action Supporters Contrast Bio The name protests this winter in Wisconsin The of the group communicates that Progressives United is building its base of we are about a tight community ofto workers brought more media attention people Issue who share aandthan anything in decades. supporters specific range of values. rights issues its organizational capacity They showed& Obstacle Issue how powerful progressives The name Progressives United is meant to through Feingold founded Progressives to Russ membership-driven challenges Those values include honor, fairness, United afterand lost his theunited,fourththe draw a contrast with bid name Citizens the corporate-political status quo, including can be whencommunityfor a and term purity, he they are itself. GE's low Where CU is a candefending anti- United. tax bill, legislators As a legislator, corporate-funded in the now, Senate in 2010. sign contracts Right U.S. corporations power of the threat short-term motivational heof Supreme Court's decision grassroots withlosing group, PU is a true in Citizens Astroturf Thetransparency government, and useand the federal positions, and the anti- something. Russ Feingold the had championed civil liberties and clean worker/pro-corporate its unjustified larger United was driven by agenda on Wisconsin money from opposed membership. group just the symptom elections andthose contracts of ato build a Progressives United are lookingbehalf of corruptive then military candidatesRepublicans. can that problem: corporateoffice, who of Iraq. will, for money and actions like the invasion corporate long-term grassroots movement fighting Goal legislate on contracts affecting those influence coming to necessity,our politics by psychological dominate have to be asno intention Feingold result, ourthey win. Right now, corporations when public life. This big and, morefounded Progressivescalling to a aspirational. We are United businessofgrassroots counter for the provide a giving up when you buyis tainting the egalitarian progressives to constant from Target money toothpaste aspirational action, of youcomehealthyistolike democracy America wantfounded teeth, because passing was groups be. just legislation Astroturf corporate front The goallikeProgressives Unitedto institute to roll together elect Citizens codesuse Supreme bought and Conservativesfor that money to as setting ethics United thatinfluenceCourt our a Target can are already he identified justices back corporate over sold, so democratic come their electingup toattacking everything you candidate who stands for our democracy. it's our progressives to and sites on candidates who will represent democracy and restore the power of oppose. We have to rein in this corporate hide together and save the fundamentally our progressive and democratic values. ordinary citizens. influence in our politics. American principles of a citizen democracy. united pledge average Americans
  • 24. Issue & Obstacle Call to action Goal Contrast
  • 25. Online ads and the engagement ladder Volunteer Email, personal contact, social networks Donor Email, direct mail, phone Supporter Online ads, website, social networks Voter Trilogy Interactive — Proprietary & Confidential
  • 26. Why Online Ads? • Americans spend 13 hours a week watching television, and 13 online • A majority of adults went online in 2008 to get involved or get news about politics • One-third forwarded something political to a friend • Two-thirds of young people took political action on a social network • More than half of Americans ages 18-to-64 are online political users • More than half of the internet users in every major age cohort took part in the political process in one way or another during the 2008 campaign Sources: (1) Understanding The Changing Needs Of The US Online Consumer, 2010; (2-6) Pew: The Internet's Role in Campaign 2008 Trilogy Interactive — Proprietary & Confidential
  • 27. Three Types of Online Ads •List Growth / Acquisitions – Judge results by return on investment (ROI) – End goal is to increase net revenue for your campaign •Branding / Persuasion – Judge results by polling improvement and, ultimately, votes gained – End goal is to increase support among targeted groups (e.g. opinion makers) or the general public •Rapid Response – Mix of above two types; can be used for damage control and/or to use news to gain new supporters Trilogy Interactive — Proprietary & Confidential
  • 28. Online Ads 101 Trilogy Interactive — Proprietary & Confidential
  • 29. Three Things to Take Away 1. Email is very much alive and well! – It is still by far the largest driver of online activity – including fundraising 1. Facebook and Twitter are important online tools for communications and organizing, but they’re not the entire toolkit – Social networks are increasingly valuable channels, but you shouldn’t base your entire online campaign on them 1. A successful online program involves much more than simply running online ads – Online ads are important to promoting your issue or candidate, but successful online programs require much more ongoing engagement through email, social networks, and good old-fashioned personal contact Trilogy Interactive — Proprietary & Confidential