SlideShare a Scribd company logo
1 of 84
The Membership Marketing
Benchmarking Report and
Practical Membership Marketing
Presenters
Jacqualine Price Osafo, CAE
Erik Schonher, MBA, CeM
2014 ASAE GreatIdeas! Presentation
Who are the two standing up front?
Jacqualine Price Osafo, CAE
• 20+ Years Experience
• American Society for
Gastrointestinal Endoscopy
– Director of Members Services
& Customer Care
– Leadership and Strategic
Planning
– Staff liaison for Membership
and Diversity Committees
– Participant of MGI
Membership Marketing
Benchmarking Report
Erik Schonher, MBA, CeM
• 30+ Years Experience
– Corporate & Association
• Marketing General
– Vice President
– Account Mgmt
• Strategic/Tactical Planning
– Research Department
• Qualitative & Quantitative
• 35 Studies/yr
• Membership Marketing
Benchmarking Report
– List Management/Brokerage
Jackie asks…
How did we get here today?
Today we want to…
Walk away with new membership
recruitment and retention ideas that could
easily be implemented in their recruitment
and retention plan today using MGI’s
Membership Marketing Benchmarking
Report.
Expect to participate…
The GreatIdeas 2014…
My approach…
1. I participate in the research
2. Compare my association with industry
results and investigate detail.
3. Review plan & results to develop tactical.
4. Implement & analyze results
5. Budget adjustment
2013 Membership Marketing
Benchmarking Report
• Nearly 700 Participating
Associations
• Up Front Disclaimer
 What not Why
 Correlation not Causation
 Every Association is Unique
• Fifth Year
CHANGE IN NEW MEMBER ACQUISITION OVER PAST YEAR — COMPRESSED
2013
(n = 690)
2012
(n = 687)
2011
(n
= 638)
2010
(n =
405)
2009
(n = 325)
Percentage Increased Overall 63% 60% 57% 42% 49%
Percentage Unchanged Overall 17% 17% 21% 20% 22%
Percentage Declined Overall 16% 15% 16% 26% 21%
Percentage Unsure 4% 10% 8% 12% 10%
CHANGE IN RENEWAL RATE OVER PAST YEAR — COMPRESSED
2013
(n = 691)
2012
(n =
683)
2011
(n
= 638)
2010
(n = 403)
2009
(n = 326)
Percentage Increased Overall 35% 36% 32% 21% 22%
Percentage Unchanged Overall 30% 33% 37% 27% 39%
Percentage Declined Overall 31% 22% 24% 44% 31%
Percentage Unsure 4% 10% 7% 8% 9%
The Membership Lifecycle
– Member Acquisition
• Awareness
• Recruitment
– Member Renewal
• Engagement
• Renewal
• Reinstatement
Acquisition
Awareness
• The process of establishing
your brand in the minds of
prospective members and
building your knowledge
base of who they are and
how to contact them
Recruitment
• The process of proactively
inviting potential members to
become a part of your
organization
• Strategy:
1. Value and Message – Why
2. Targeting Your Market -- Who
3. Promotional Tactics to Reach
Your Market – How
4. Offer and Packaging – What
5. Testing , Tracking, and Analyzing
– Where
Develop Acquisition
Strategies
• Determine goal for next 1-5 years
• Evaluate current and past trends
• Identify/eliminate barriers
• Determine ROI
How are you going to get there?
Awareness
• Who/What do you want to be known as/for?
• What are you great at doing?
• When
• Where can prospects find you?
• Why should prospects engage with you?
HOW MEMBERS INITIALLY DISCOVER YOUR ASSOCIATION
2013 (n = 690)
Word-of-mouth recommendation 86%
Association website 80%
Email 66%
Promotion to/at your own conferences/conventions 55%
Association-sponsored social networking websites (e.g., Facebook,
LinkedIn)
54%
Local events/meetings 52%
Association-sponsored events 48%
Cross-sell to non-members who buy your products or attend your
conferences
47%
Direct mail 44%
Search engines (organic) 42%
Where can prospects find (out about) you?
METHODS FOR CREATING AND MAINTAINING ASSOCIATION AWARENESS
2013
(n =691)
2012
(n =
683)
2011
(n = 638)
2010
(n =
405)
2009
(n =
599)
Association website 86% 92% 87% 88% 85%
Email 81% 94% 71% 67% 61%
Word-of-mouth recommendations 79% 83% 90% 91% 77%
Association-sponsored social networking
sites (e.g., Facebook, LinkedIn)
74% 71% 51% 56% 35%
Promotion to/at your own conferences/
conventions
69% 79% 65% 66% 65%
Association-sponsored events 59% 68% 57% 56% 37%
Advertising in your own publications 56% 72% 48% 56% 51%
Direct mail 56% 69% 62% 66% 76%
Local events/meetings 53% 60% 53% N/A N/A
Exhibiting at other conferences 49% 61% 50% 51% 53%
It’s a Process
15
• Be flexible
– If you can’t make them a member, make them a
customer
– Don’t be afraid to give things away
– At least date for awhile
• Best “Offers”
– Dues Discount
– Conference Discount
– Free Trials
– Premiums
– “Use what works”
Recruitment Tactics
Are you thinking like a prospect?
• Solicit non-member purchasers
• Leadership recruitment campaign
• Targeted messaging
• Webinars for prospects
• Offer a “sample membership”
• Promote preferred benefits
REASONS MEMBERS JOIN
2013
(n = 693)
2012
(n =
684)
2011
(n
= 641)
2010
(n =
400)
2009
(n = 303)
Networking with others in the
field
24% 22% 25% 24% 22%
Access to specialized and/or
current information
13% 12% 14% 13% 23%
Advocacy 8% 12% 10% 11% N/A
Learning best practices in their
profession
8% 7% 7% 9% 8%
Continuing education 7% 8% 7% 11% 5%
Conferences/trade shows 6% 4% 5% N/A N/A
Accreditation or certification 4% 5% 4% 4% 2%
TOP THREE MOST EFFECTIVE AND LEAST EFFECTIVE
MARKETING CHANNELS BY ASSOCIATION TYPE
Individual Membership Associations 2013 2012
Most Effective
Word-of-mouth recommendations 60% 51%
Email 35% 39%
Association website 34% **
Least Effective
Exhibiting at other conferences 27% 31%
Direct mail 23% 20%
Advertising in outside publications 22% 23%
Organizational/Trade Associations 2013 2012
Most Effective
Word-of-mouth recommendations 60% 56%
Personal sales calls 32% 37%
Association website 30% **
Least Effective
Direct mail 26% 34%
Advertising in outside publications 23% 28%
Exhibiting at other conferences 20% 22%
Renewal
Engagement
• The process of moving
members from observers
into users.
• Strategy
1. Conversion of New
Members
2. Usage and Interaction
3. Value through Relevance
4. Score Engagement
Renewal & Reinstate
• The process of confirming
the value and requesting
the continuance of the
relationship.
• Strategy
1. Renewal Frequency and
Timing
2. Data Driven Personalization
3. Payment Options
4. Never Give Up on Lapsed
Members
5. Messaging Should Recognize
their Status
6. Conduct Lapsed Member
Research
REASONS FOR NOT RENEWING MEMBERSHIP
2013
(n = 691)
2012
(n
= 687)
2011
(n =
639)
2010
(n = 400)
2009
(n =
333)
Budget cuts/economic hardship of
company
18% 17% N/A N/A N/A
Lack of engagement with the
organization
15% 14% N/A N/A N/A
Could not justify membership costs
with any significant ROI
11% 11% N/A N/A N/A
Employer won’t pay or stopped
paying dues
10% 12% 15% 25% 22%
Lack of value 10% 11% 24% 36% 20%
Left the field, industry, or profession 7% 8% 12% N/A N/A
Too expensive 5% 5% 14% 11% 22%
Blue: Top reasons for not renewing membership per year
Top three reasons for not renewing membership.
Red: Continued decline as a reason for non-renewal
Blue: Top reasons for not renewing membership per year
When does renewal begin?
Renewal Plan
• Evaluate previous efforts
• Retention rates?
• Does “one size fit all?”
– Or do niche markets require different timing or
number of efforts?
– Is the process nimble?
Why do people join us?
• Networking with others
• Access to specific information
• Advocacy
• Education
• Conferences/meetings
AREAS OF ENGAGEMENT
n Increased
Stayed
the same
Decreased
Attendance at your annual conference/trade show 599 48% 34% 18%
Volunteerism with your organization 587 34% 57% 9%
Participation in your public social network 567 76% 23% 2%
Number of visits to members-only section of website 528 58% 39% 3%
Attendance at your professional development meetings 511 48% 40% 12%
Attendance of webinars 420 61% 31% 7%
Participation in your private social network 406 66% 28% 6%
Non-dues product purchases (other than previously checked) 401 36% 51% 13%
Non-dues service purchases (other than previously checked) 342 34% 58% 8%
Donations to your association’s foundation or PAC 334 38% 48% 14%
Book or directory purchases 282 25% 55% 20%
Number of members who acquire or maintain a certification
with your organization
276 54% 37% 9%
Number of membership upgrades 276 41% 49% 9%
Participation in your Young Professional program 221 65% 29% 6%
Number of members who purchase or maintain insurance
through your organization
197 26% 62% 11%
Participation in your mentoring program 188 43% 48% 9%
COMMUNICATION METHODS USED TO ONBOARD NEW MEMBERS
 
2013
(n = 693)
2012
(n =
685)
2011
(n = 643)
2010
(n =
402)
2009
(n =
337)
Email welcome 79% 72% 71% 72% 62%
Mailed welcome kit 60% 64% 67% 68% 83%
Membership card or certificate 51% 51% 51% 59% 58%
Volunteer or staff welcome phone call 31% 29% 30% 32% 26%
New member introductory email series 28% 25% 25% 27% 14%
Engaging New
Members
• E-Welcome letter
• Membership certificate
• Personal note from leadership
• Invitation to network with leaders
• Checking in months 3, 6, 9 and 12
OVERALL MEMBERSHIP RENEWAL RATE
2013*
(n = 607)
2012
(n =
685)
2011
(n
= 643)
2010
(n =
403)
2009
(n =337)
Under 50% 3% 3% 3% 3% 2%
50% to 59% 2% 4% 6% 4% 4%
60% to 69% 8% 7% 10% 11% 7%
70% to 79% 19% 22% 23% 21% 16%
80% to 89% 38% 38% 34% 40% 37%
90% or higher 30% 22% 23% 18% 29%
Not sure** n/a 3% 2% 3% 4%
MEMBERSHIP RENEWAL RATES
Less than 80%
renewal
80% renewal
or higher
Individual
member
Trade/
Organizational
Both
Mean 66% 88% 79% 87% 76%
Median 70% 88% 81% 88% 80%
RENEWAL RATES BY NUMBER OF RENEWAL CONTACTS
INDIVIDUAL MEMBERSHIP ASSOCIATIONS (n=289)
1 to 6 contacts 7 or more contacts
Less than 80% Renewal 43% 33%
80% or Higher Renewal 57% 67%
NUMBER OF MEMBERSHIP RENEWAL CONTACTS
2013
(n = 691)
2012
(n = 686)
2011
(n =
642)
2010
(n
= 404)
2009
(n =
337)
None 1% 1% 2% 2% 1%
1 to 3 21% 20% 23% 22% 21%
4 to 6 38% 40% 44% 44% 46%
7 to 9 18% 23% 18% 20% 19%
10 to 12 9% 7% 7% 6% 7%
13 to 15 5% 3% 1% 2% 2%
16 to 18 2% 2% 1% 1% 1%
More than 18 2% 2% 2% 2% 1%
Not sure 3% 3% 1% 2% 3%
Renewal tactics
• Inform members 2 months prior to renewal
• Update postal/e-mail addresses
• Renewal series uses multiple channels
– Postal
– e-mail
– Telemarketing
• Social media
Reinstatement
Is it difficult to re-join?
• Identify and eliminate barriers
• Simplify the process
• Treat them as if they have just “forgotten
to renew…
Do something
CONSIDERATIONS
Additional
What are your association's TOP THREE membership goals?
TOP CHALLENGES TO GROWING MEMBERSHIP
BY FIVE YEAR MEMBERSHIP GROWTH
Challenge
Five Year
Membership
Increased
(n = 367)
Five Year
Membership
Unchanged
(n = 50)
Five Year
Membership
Decreased
(n = 254)
Insufficient staff  
Membership too diverse  
Perception of the association  
Insufficient budget 
Difficulty
attracting/maintaining young
members
 
Changing demographics
of industry

What is your organization's annual operating budget?
MEAN AMOUNT SPENT ON MEMBERSHIP MARKETING PROGRAMS
BY ORGANIZATION TYPE
Individual
Member
Org./Trade Both
Awareness and branding $88,307 $56,926 $88,306
Recruitment $80,816 $42,482 $53,570
Engagement/onboarding $41,182 $25,871 $27,829
Renewals $58,799 $24,392 $28,911
Reinstatement or win-back $26,986 $8,964 $9,121
Questions?
Thank you.
Jacqualine Price Osafo
Director of Membership Services
630.570.5603
jpriceosafo@asge.org
Erik D. Schonher
Vice President
703.706.0358
Erik@MarketingGeneral.com
Do’s and Don'ts Of
Recruitment
(c) Copyright 2013 Marketing
General Inc. 38
• Do have a written plan
– Including strategy and tactics
– Make it practical and doable
• Do have set goals
– Know what you want/need to achieve in $$$ &
number of members/customers
• Do have your resources in place
– Both in-house and outside vendor
partners
Do’s and Don'ts Of
Recruitment
(c) Copyright 2013 Marketing
General Inc. 39
• Do have a Testing Strategy
– Everything is “testable”
– But not every test is “meaningful”
• Do be Media Neutral
– Use what works
– Be open to “channel surfing”
• Do have a Plan B
– Nothing works every time
Do’s and Don'ts Of
Recruitment
(c) Copyright 2013 Marketing
General Inc. 40
• Do have a Brand Promise
• Do have a Identifiable Value Proposition
• Do Target Best Prospects first
– Former Members
– Current Customers
– Current Inquirers
– Buyers of “Like Things”
Proven Results
Effective Targeting of
Prospects
(c) Copyright 2013 Marketing
General Inc. 42
• Is a process
• Uses a range of media and offers
• Is a full-time, year round program
• No may just mean not now
• Is the lifeblood of any growing
membership program
Telemarketing
Personal
Sales
Database
Marketing
Direct Mail
Marketing
E-Mail
Marketing
Social
Media
Search Engine
Optimization
(SEO)
Google Re-
Marketing
Multi-Channel
Marketing
Channels
CHANGE IN MEMBERSHIP OVER PAST ONE YEAR
 
2013
(n = 691)
2012
(n =
689)
2011
(n
= 642)
2010
(n =
405)
2009
(n = 331)
Increased more than 50% 1% 1% 1% 1% --
Increased 26% to 50% 1% 3% 2% 2% 1%
Increased 11% to 25% 7% 8% 9% 5% 7%
Increased 6% to 10% 15% 13% 11% 7% 10%
Increased 1% to 5% 28% 27% 26% 21% 27%
Remained the same 16% 16% 16% 14% 16%
Declined 1% to 5% 19% 19% 19% 26% 19%
Declined 6% to 10% 8% 7% 11% 13% 9%
Declined 11% to 25% 3% 2% 4% 8% 6%
Declined 26% to 50% 1% 1% -- 1% 1%
Declined more than 50% -- 1% -- -- --
Not sure 1% 3% 2% 3% 5%
Online Behavior
Product Searches
Information 
Searches
Website visits
Social Media 
Searches
Educational 
Searches
Product 
purchases
Special Offers
FREE Whitepaper
FREE Trial 
Membership
E-Newsletter
Sign Up for Alerts
Webinar
Online Media
Paid Search
Co-Registration
Ad Networks
Online PR 
Releases
Article 
Submissions
Blogs / Forum 
Posts
Social Media Ads
Sponsored Links
Cultivated Leads Through
Ongoing Interaction
Awareness Strategy
Strategic Process
Landing
Pages
Form
Submit
Design a 
collection of  
published 
articles into 
cohesive free 
content.
PPC & Content Network
Ads
Thank you 
page with 
more options.
Awareness Strategy
The Fulfillment Email contains a 
link to download the free 
content and contains a 
membership offer.
If the prospect has not joined from 
any of the previous components, a 
series of emails are sent. Each email 
focuses on a different benefit of 
membership.
Awareness Strategy
1 2Targeted Ad Placement. Data Capture on Microsite.
3
Cultivation e-mail campaign 
with enrollment offers.
Awareness Lead Generation
•Title/Qualifications
•Job Function
•Skills
•Groups
Awareness Lead Generation
How do you reach the estimated 
3.1 million registered nurses in 
the US?  
Awareness Lead Capture
Recruitment Tracking and Analysis
Recruitment Strategy
CFP Referral 
Campaign 
Launched in 
October
Recruitment Channels
Introductory 
Membership for Dental 
Students
Recruitment Channels
Package Type Response Rate
Green Card 1.12%
Invitation .83%
35%
Boost
Identifying a control
Recruitment Testing
List Segment $75 Voucher Subscription Response
Boost
Young
Physicians
3.46% 2.57% 35% Boost
35%
Boost
111%
Boost
Improving the Control
Recruitment Testing
Package Type Response Rate
Green Package 1.35%
Membership Card 1.85%
37%
Boost
Beating the control
Recruitment Testing
MEAN NEW MEMBER RENEWAL RATE
Less than
80%
renewal
80%
renewal or
higher
Individual
Member
Trade Both
Mean 51% 76% 64% 78% 61%
Median 50% 77% 70% 80% 65%
Engagement Converting New Members
Very Little Difference Between
Non-Engaged Members and Lapsed
Members
Members “who are not involved lie perilously close to 
former members in the overarching assessment of the 
value they derive from associations.  If former 
members are thought to be dead, the uninvolved are 
close to comatose” 
(The Decision to Join, p 4).
Engagement Usage and Interaction
Data Analytics for one association on 
engagement.
• Members who attended an association 
meeting in the past year were 19% 
more likely to renew than those who 
did not attend a meeting. 
• Members who attended four or more 
meetings were 30% more likely to 
renew than members who never 
attended a meeting. 
• Members who placed a product order 
in the past year were 28% more likely 
to renew than those who had not 
placed an order. 
• Members who upgraded their 
membership in the past year to a 
higher level of service were 12% more 
likely to renew.
Engagement Strategy
Engagement Communication
Targeted Monthly e-Newsletters
• Deliver timely updates
• Reinforce membership value and vision
• Customize content by segment
• Promote increased interaction 
• Certification
• Publications
• Events
• Webinars
• Track and respond
Engagement Communication
Tracking and Responding
I’m interested in
certification
information!
Triggered Certification
Email
Engagement Sample
Renewal Frequency
RENEWAL RATES BY NUMBER OF RENEWAL
CONTACTS
INDIVIDUAL MEMBERSHIP ASSOCIATIONS (n=289)
1 to 6
contacts
7 or more
contacts
Less than 80%
Renewal
43% 33%
80% or Higher
Renewal
57% 67%
Renewal Personalization
Multi-step,
integrated channel,
(mail, email, and
telephone) issue
driven, digitally
printed, renewal
program.
Results from One
Test
The on-time renewal
rate for members NOT
on the installment plan
was 55.7%. However,
the on time renewal
rate for members
participating in the
installment plan was
82.0%.
Renewal Payment Options
(c) Copyright 2013 Marketing
General Inc.
67
Activity Audience Timing Responsible
90 day invoice mailed All members not renewed month nine/ten Member Care /
Directmail.com
65 day invoice email reminder All members not renewed month ten Member Care
Hallmark card Sample of members month ten New coordinator
Knowledge Center promo (mail
and email)
All members with email and
not used KC in last 12 mths &
postcard for those w/o email
month eleven Member Care
Retention email (16 versions) All members with email Month eleven Member Care
45 day invoice mailed All members not renewed Month eleven Member Care /
Directmail.com
Knowledge Center All members with email and
not used KC in last 12 mths
Month twelve Member Care
‘Last Chance’ cover tip on
Magazine
All members not renewed Month twelve New coordinator
Online membership end date
reminder on our website
All members that are going to
lapse
Month twelve until end of
grace period
IO
Retention email (16 versions) All members with email Month twelve Member Care
If not renewed,
membership lapses
Has 45 day web access
– grace period
End of month
twelve
Action
Action
Action
Action
Action
Action
Planned Pre-Expiration Retention/Renewal
Activities
Current Regular Retention & Renewal
Initiatives
(c) Copyright 2013 Marketing
General Inc.
69
Activity Audience Timing Responsible
Expiration email #1 All non-renewed members (4
versions: prof US, int’l, stu
conversion, transitioning
members)
+5 days after expiration
(just after cash closes)
Member Care
At-home invoice All non-renewed members
with home address
+15 days after expiration Member Care
Expiration email #2 All non-renewed members +21 days after expiration Member Care
Lapsed telemarketing call /
survey (4 versions; US Cert; US
Non-Cert; Non-US; Stu Conv)
All non-renewed members
with telemktg = Y and has
phone # (Leave V.M. after
final attempt)
+45 – 80 days after
expiration
Member Care
Online lapsed survey All non-renewed members
with no phone, telemkt = N
+ 45 days after
expiration
Member Care
Lapsed telemarketing follow-up Any unpaid invoice requests
from first call
+90 days after expiration Member Care
Reinstatement mailing #1 All non-renewed members
indicating ‘will join later’
+7 months after
expiration
Member Care
Reinstatement mailing #2 All non-renewed members
indicating ‘will join later’
+10 months after
expiration
New coordinator
Lapsed member mailing
(counts as new after 12 mths)
All non-renewed members
indicating ‘will join later’
+12 months after
expiration
Member Care
Membership marketing team continues to market to non-renewed members for 12
months after memberships lapse.
Planned Post-Expiration Renewal Activities
Action
Action
Action
Action
Action
Action
Action
Action
45 days - grace period ends
69
(c) Copyright 2012 Marketing General
Inc.
• Reinstatement programs test the effectiveness of your
renewal program
• Many organizations are sitting on thousands of
prospects just waiting to return
• Employ research and analytics to determine what went
wrong for your lapsing members
– Under served market segments
– Product and service gap analysis
– Value proposition update
Reinstatement Strategy
Reinstatement Strategy
“We Miss You”
Greeting Card
with
personalized
message inside
to lapsed
members.
(c) Copyright 2013 Marketing
General Inc. 72
• More splintering & blurring
• Death of mass marketing & rise of mass
customization
• Convenience and ease is all important
• Social Media is surging
• Members/customers are more self-
directed, and are doing more of the work
(c) Copyright 2013 Marketing
General Inc. 73
• Members/Customers are IN-CHARGE
• They are more critical, seek guarantees
• But still need to be led, reminded, told
their decisions are right
• Too many choices
• No need to join
(c) Copyright 2013 Marketing
General Inc. 74
• 35% of assoc. report YOY renewal growth
• Associations are challenged by growing
member diversity
• Engagement is becoming more important
• Social Media is surging
REASONS MEMBERS JOIN
2013
(n = 693)
2012
(n = 684)
2011
(n =
641)
2010
(n = 400)
2009
(n =
303)
Networking with others in the field 24% 22% 25% 24% 22%
Access to specialized and/or current
information
13% 12% 14% 13% 23%
Advocacy 8% 12% 10% 11% N/A
Learning best practices in their profession 8% 7% 7% 9% 8%
Continuing education 7% 8% 7% 11% 5%
Conferences/trade shows 6% 4% 5% N/A N/A
Accreditation or certification 4% 5% 4% 4% 2%
Discounts on products or meeting
purchases
4% 5% 5% 6% 9%
Association publications 4% 4% 3% 6% 3%
Prestige of belonging to the association 4% 4% 5% N/A N/A
Access to industry thought leaders 2% 2% 1% N/A N/A
Advancing in their position 2% 2% 2% 2% 4%
Members-only education 2% 2% N/A N/A N/A
Access to career resources 1% 1% 1% 3% 1%
Access to industry benchmark studies 1% 1% 1% 1% N/A
Insurance (Affinity programs) 1% 1% 1% N/A N/A
Not sure 1% 1% 1% 2% N/A
Other 7% 6% 8% 9% 10%
TOP 10 - HOW MEMBERS INITIALLY DISCOVER YOUR ASSOCIATION
2013
(n = 690)
Word-of-mouth recommendation 86%
Association website 80%
Email 66%
Promotion to/at your own conferences/conventions 55%
Association-sponsored social networking websites (e.g., Facebook, LinkedIn) 54%
Local events/meetings 52%
Association-sponsored events 48%
Cross-sell to non-members who buy your products or attend your conferences 47%
Direct mail 44%
Search engines (organic) 42%
Exhibiting at other conferences 41%
Advertising in your own publications 36%
Chapters 36%
Public relations 30%
Advertising in outside publications 25%
Personal sales calls 23%
Job board 21%
Accreditation promotion 15%
Search engines (paid or pay-per-click) 12%
Telemarketing 9%
Paid banners on other websites 9%
QR codes 8%
Mobile apps 7%
Radio or TV 4%
Texting 1%
Do not know 1%
Other 9%
METHODS FOR CREATING AND MAINTAINING ASSOCIATION AWARENESS
2013
(n =691)
2012
(n = 683)
2011
(n = 638)
2010
(n =
405)
2009
(n = 599)
Association website 86% 92% 87% 88% 85%
Email 81% 94% 71% 67% 61%
Word-of-mouth recommendations 79% 83% 90% 91% 77%
Association-sponsored social networking sites (e.g.,
Facebook, LinkedIn)
74% 71% 51% 56% 35%
Promotion to/at your own conferences/ conventions 69% 79% 65% 66% 65%
Association-sponsored events 59% 68% 57% 56% 37%
Advertising in your own publications 56% 72% 48% 56% 51%
Direct mail 56% 69% 62% 66% 76%
Local events/meetings 53% 60% 53% N/A N/A
Exhibiting at other conferences 49% 61% 50% 51% 53%
Cross-sell to non-members who buy your products or attend your
conferences
48% 61% 56% 59% 52%
Public relations 48% 61% 40% 39% 29%
Search engines (organic) 40% 48% 45% 47% 34%
Chapters 40% 42% 38% 46% 39%
Advertising in outside publications 32% 47% 31% 31% 28%
Job board 30% 39% 24% 23% 23%
Personal sales calls 24% 32% 25% 22% 24%
Accreditation promotion 20% 24% 18% 20% 14%
Mobile apps 15% 20% N/A N/A N/A
Search engines (paid or pay-per-click) 14% 20% 14% 20% 8%
QR codes 13% 30% N/A N/A N/A
Telemarketing 12% 22% 16% 18% 18%
Paid banners on other websites 12% 21% 12% 13% 12%
Radio or TV 8% 15% 7% 5% 7%
Texting 2% 6% N/A N/A N/A
Other 3% 3% 4% 3% 3%
Do not know 1% 1% 0% 0% 1%
Most effective channels for
RECRUITMENT are:
– Word of mouth
– Email
• Personal Sales calls for Trade Associations
– Association Web Site
– Direct Mail
Definition:
The process of moving members from observers into users of
the products and services made available by your organization
and strengthening their emotional, psychological or physical
investment.
Strategy:
1. Conversion of New Members
2. Usage and Interaction
3. Value through Relevance
4. Score Engagement
Engagement Strategy
Definition:
The process of confirming the value that has been delivered
to the member over the past year and requesting the
continuance of the relationship.
Strategy:
1. Renewal Frequency and Timing
2. Data Driven Personalization
3. Payment Options
Renewal Strategy
COMMUNICATION METHODS USED TO ONBOARD NEW MEMBERS
2013
(n = 693)
2012
(n = 685)
2011
(n =
643)
2010
(n = 402)
2009
(n =
337)
Email welcome 79% 72% 71% 72% 62%
Mailed welcome kit 60% 64% 67% 68% 83%
Membership card or certificate 51% 51% 51% 59% 58%
Volunteer or staff welcome phone call 31% 29% 30% 32% 26%
New member introductory email series 28% 25% 25% 27% 14%
Special discounts on purchases 23% 24% 23% 23% 17%
Invite to chapter meeting 23% 22% 18% 25% 23%
In-person new-member reception or orientation 21% 25% 23% 20% 19%
New member newsletter (print or electronic) 16% 16% 15% 20% 11%
New member survey 15% 16% 17% 18% 20%
New member gift (e.g., gift card, calendar, notepad) 12% 12% 11% -- --
New member webinars 10% 9% N/A N/A N/A
Custom new member renewal series 9% 10% 10% 11% 7%
Telemarketing welcome phone call 9% 10% 12% 10% 4%
Early or “at-birth” renewal 4% 4% 5% 4% 2%
No special communication 3% 3% 2% 2% 2%
Other 5% 3% 5% 5% 8%
Definition:
The process of defining the where the breakdown
occurred in the membership relationship and
restoring former participants to a paid status. A
“winback” or reinstatement strategy helps to
reconnect former members.
Strategy:
1. Never Give Up on Lapsed Members
2. Messaging Should Recognize their Status
3. Conduct Lapsed Member Research
Reinstatement Strategy
SOCIAL MEDIA OUTLETS OFFICIALLY USED BY ASSOCIATIONS
2013
(n =690)
2012
(n = 685)
2011
(n = 641)
2010
(n
= 405)
Facebook 85% 86% 91% 75%
Twitter 76% 79% 71% 66%
LinkedIn (Public Access) 54% 56% 53% 59%
YouTube 52% 53% 45% 35%
Association Blog 35% 30% 27% 30%
LinkedIn (Members Only) 34% 30% 28% N/A
Association Listserv 24% 22% 24% 31%
Flickr 17% 15% 15% N/A
Private Association Social Network 16% 19% 18% 17%
Google+ 11% 11% N/A N/A
Pinterest 10% N/A N/A N/A
Wikis 5% 8% 9% 13%
Ning/Groupsite 2% 4% 4% 6%
MySpace 1% 1% 1% 4%
None 4% 3% 6% 8%
Other 5% 4% 4% 6%
MARKETING CHANNELS USED FOR MEMBERSHIP RENEWALS
2013
(n = 690)
2012
(N =
685)
2011
(N
= 644)
2010
(N =
405)
2009
(N = 333)
Email marketing 90% 88% 88% 88% 83%
Direct mail 79% 81% 82% 85% 91%
Staff phone calls 53% 53% 52% 49% 56%
Peer member contacts 26% 23% 20% 24% 31%
Telemarketing 20% 21% 24% 23% 27%
Board phone calls 17% 17% 18% 15% 28%
Magazine cover wraps 15% 17% 15% N/A N/A
Chapter phone calls 15% 13% 14% 14% 15%
Social media contacts 12% 15% 13% N/A N/A
Employer contacts 8% 6% 8% 7% 4%
Fax 7% 9% 10% 11% 17%
QR codes 3% N/A N/A N/A N/A
PURL 2% 3% N/A N/A N/A
Texting 1% 2% N/A N/A N/A
Renewal app for mobile devices 1% 1% N/A N/A N/A
Other 6% 3% 3% 3% 4%

More Related Content

What's hot

MAXIMIZE LEARNING IMPACT WITH THE RIGHT LMS
MAXIMIZE LEARNING IMPACT WITH THE RIGHT LMSMAXIMIZE LEARNING IMPACT WITH THE RIGHT LMS
MAXIMIZE LEARNING IMPACT WITH THE RIGHT LMSHuman Capital Media
 
The Learning and Development Landscape - Michael Rochelle ALIGN 13
The Learning and Development Landscape - Michael Rochelle ALIGN 13The Learning and Development Landscape - Michael Rochelle ALIGN 13
The Learning and Development Landscape - Michael Rochelle ALIGN 13BizLibrary
 
Non-Cash Rewards: Accelerate & Reinforce OBM Strategies
Non-Cash Rewards: Accelerate & Reinforce OBM StrategiesNon-Cash Rewards: Accelerate & Reinforce OBM Strategies
Non-Cash Rewards: Accelerate & Reinforce OBM StrategiesMaritz Motivation Solutions
 
Why and How Mentoring Works
Why and How Mentoring WorksWhy and How Mentoring Works
Why and How Mentoring WorksAnn Rolfe
 
Why Join TSEA?
Why Join TSEA?Why Join TSEA?
Why Join TSEA?DaveBrull
 
Carisa SABPP 17 Nov 2014
Carisa SABPP 17 Nov 2014Carisa SABPP 17 Nov 2014
Carisa SABPP 17 Nov 2014SABPP
 
CILIP Conference - Future Skill Requirements for Legal LIS Professionals - Si...
CILIP Conference - Future Skill Requirements for Legal LIS Professionals - Si...CILIP Conference - Future Skill Requirements for Legal LIS Professionals - Si...
CILIP Conference - Future Skill Requirements for Legal LIS Professionals - Si...CILIP
 

What's hot (9)

MAXIMIZE LEARNING IMPACT WITH THE RIGHT LMS
MAXIMIZE LEARNING IMPACT WITH THE RIGHT LMSMAXIMIZE LEARNING IMPACT WITH THE RIGHT LMS
MAXIMIZE LEARNING IMPACT WITH THE RIGHT LMS
 
The Learning and Development Landscape - Michael Rochelle ALIGN 13
The Learning and Development Landscape - Michael Rochelle ALIGN 13The Learning and Development Landscape - Michael Rochelle ALIGN 13
The Learning and Development Landscape - Michael Rochelle ALIGN 13
 
Non-Cash Rewards: Accelerate & Reinforce OBM Strategies
Non-Cash Rewards: Accelerate & Reinforce OBM StrategiesNon-Cash Rewards: Accelerate & Reinforce OBM Strategies
Non-Cash Rewards: Accelerate & Reinforce OBM Strategies
 
Why and How Mentoring Works
Why and How Mentoring WorksWhy and How Mentoring Works
Why and How Mentoring Works
 
1 2-3-go live-h_rcomwebinar
1 2-3-go live-h_rcomwebinar1 2-3-go live-h_rcomwebinar
1 2-3-go live-h_rcomwebinar
 
The positive pay off from investing in staff skills and training
The positive pay off from investing in staff skills and trainingThe positive pay off from investing in staff skills and training
The positive pay off from investing in staff skills and training
 
Why Join TSEA?
Why Join TSEA?Why Join TSEA?
Why Join TSEA?
 
Carisa SABPP 17 Nov 2014
Carisa SABPP 17 Nov 2014Carisa SABPP 17 Nov 2014
Carisa SABPP 17 Nov 2014
 
CILIP Conference - Future Skill Requirements for Legal LIS Professionals - Si...
CILIP Conference - Future Skill Requirements for Legal LIS Professionals - Si...CILIP Conference - Future Skill Requirements for Legal LIS Professionals - Si...
CILIP Conference - Future Skill Requirements for Legal LIS Professionals - Si...
 

Viewers also liked

Ap3
Ap3Ap3
Ap3H L
 
Outbound Licensing Strategies: Is Open Source the Right Model for Your Company?
Outbound Licensing Strategies: Is Open Source the Right Model for Your Company?Outbound Licensing Strategies: Is Open Source the Right Model for Your Company?
Outbound Licensing Strategies: Is Open Source the Right Model for Your Company?Jennifer O'Neill
 
Marketingpresentation
MarketingpresentationMarketingpresentation
MarketingpresentationSara Brown
 
Effective Computing In Today’s World
Effective Computing In Today’s WorldEffective Computing In Today’s World
Effective Computing In Today’s WorldTechnecessities
 
Digital Living Room- Innovation in the Age of Sameness
Digital Living Room- Innovation in the Age of SamenessDigital Living Room- Innovation in the Age of Sameness
Digital Living Room- Innovation in the Age of SamenessRandy Giusto
 
Key Data Sources for Public Health - Local Perspective - Irina Holland
Key Data Sources for Public Health - Local Perspective - Irina HollandKey Data Sources for Public Health - Local Perspective - Irina Holland
Key Data Sources for Public Health - Local Perspective - Irina HollandSouth West Observatory
 
Centenary of Anzac
Centenary of AnzacCentenary of Anzac
Centenary of AnzacKatie Hannan
 
Hooduku - Cloud and Big data practice
Hooduku - Cloud and Big data practiceHooduku - Cloud and Big data practice
Hooduku - Cloud and Big data practicehooduku
 
Schilderluchtboulevard 415 Sims 3
Schilderluchtboulevard 415   Sims 3Schilderluchtboulevard 415   Sims 3
Schilderluchtboulevard 415 Sims 3guest187821
 
Gcse Folder Presentation (C Cox V1)[1]
Gcse Folder Presentation (C Cox V1)[1]Gcse Folder Presentation (C Cox V1)[1]
Gcse Folder Presentation (C Cox V1)[1]Chris Taylor
 
Where The Hell Is Matt
Where The Hell Is MattWhere The Hell Is Matt
Where The Hell Is Mattlaurenlaura
 
Blank 9.23
Blank 9.23Blank 9.23
Blank 9.23kmckim
 

Viewers also liked (20)

Ap3
Ap3Ap3
Ap3
 
Outbound Licensing Strategies: Is Open Source the Right Model for Your Company?
Outbound Licensing Strategies: Is Open Source the Right Model for Your Company?Outbound Licensing Strategies: Is Open Source the Right Model for Your Company?
Outbound Licensing Strategies: Is Open Source the Right Model for Your Company?
 
BNI Two Valleys
BNI Two ValleysBNI Two Valleys
BNI Two Valleys
 
Ancient Egyptian History Encore Part 1, Class 1, 2009 10
Ancient Egyptian History Encore Part 1, Class 1, 2009 10Ancient Egyptian History Encore Part 1, Class 1, 2009 10
Ancient Egyptian History Encore Part 1, Class 1, 2009 10
 
Step 30
Step 30Step 30
Step 30
 
Marketingpresentation
MarketingpresentationMarketingpresentation
Marketingpresentation
 
Proposal
ProposalProposal
Proposal
 
Effective Computing In Today’s World
Effective Computing In Today’s WorldEffective Computing In Today’s World
Effective Computing In Today’s World
 
El Perich
El PerichEl Perich
El Perich
 
Digital Living Room- Innovation in the Age of Sameness
Digital Living Room- Innovation in the Age of SamenessDigital Living Room- Innovation in the Age of Sameness
Digital Living Room- Innovation in the Age of Sameness
 
Bdp presentation
Bdp presentationBdp presentation
Bdp presentation
 
Key Data Sources for Public Health - Local Perspective - Irina Holland
Key Data Sources for Public Health - Local Perspective - Irina HollandKey Data Sources for Public Health - Local Perspective - Irina Holland
Key Data Sources for Public Health - Local Perspective - Irina Holland
 
Centenary of Anzac
Centenary of AnzacCentenary of Anzac
Centenary of Anzac
 
Hooduku - Cloud and Big data practice
Hooduku - Cloud and Big data practiceHooduku - Cloud and Big data practice
Hooduku - Cloud and Big data practice
 
Schilderluchtboulevard 415 Sims 3
Schilderluchtboulevard 415   Sims 3Schilderluchtboulevard 415   Sims 3
Schilderluchtboulevard 415 Sims 3
 
Gcse Folder Presentation (C Cox V1)[1]
Gcse Folder Presentation (C Cox V1)[1]Gcse Folder Presentation (C Cox V1)[1]
Gcse Folder Presentation (C Cox V1)[1]
 
Where The Hell Is Matt
Where The Hell Is MattWhere The Hell Is Matt
Where The Hell Is Matt
 
Blank 9.23
Blank 9.23Blank 9.23
Blank 9.23
 
Topic 3
Topic 3Topic 3
Topic 3
 
Close up on film 1.11
Close up on film 1.11Close up on film 1.11
Close up on film 1.11
 

Similar to 2014 GreatIdeas Presentation ES 3_9_14

2013 Membership Marketing Benchmarking Report: Putting Membership Marketing P...
2013 Membership Marketing Benchmarking Report: Putting Membership Marketing P...2013 Membership Marketing Benchmarking Report: Putting Membership Marketing P...
2013 Membership Marketing Benchmarking Report: Putting Membership Marketing P...eschonher
 
Harnessing the Web 2014: Association Sector Survey Summary Report
Harnessing the Web 2014: Association Sector Survey Summary ReportHarnessing the Web 2014: Association Sector Survey Summary Report
Harnessing the Web 2014: Association Sector Survey Summary ReportRichard Gott
 
Sharing Successful Strategies for Association and Independent Show Producers
Sharing Successful Strategies for Association and Independent Show ProducersSharing Successful Strategies for Association and Independent Show Producers
Sharing Successful Strategies for Association and Independent Show ProducersSam Lippman
 
Transformation module 0 30 jan-16
Transformation module 0 30 jan-16Transformation module 0 30 jan-16
Transformation module 0 30 jan-16Ghazali Md. Noor
 
FBA Altria Case Competition Spring 2015 - Daniel Morgan
FBA Altria Case Competition Spring 2015 - Daniel MorganFBA Altria Case Competition Spring 2015 - Daniel Morgan
FBA Altria Case Competition Spring 2015 - Daniel MorganDaniel Morgan
 
3rd Place McCombs Case Competition - Altria
3rd Place McCombs Case Competition - Altria3rd Place McCombs Case Competition - Altria
3rd Place McCombs Case Competition - AltriaLucas Stephens
 
MG-GY-9503Final Presentation- Team-1-Kanishka Sukumar- N-15 Consultants-3
MG-GY-9503Final Presentation- Team-1-Kanishka Sukumar- N-15 Consultants-3MG-GY-9503Final Presentation- Team-1-Kanishka Sukumar- N-15 Consultants-3
MG-GY-9503Final Presentation- Team-1-Kanishka Sukumar- N-15 Consultants-3arunabh singh
 
Transformationcoaching16 jan-16
Transformationcoaching16 jan-16Transformationcoaching16 jan-16
Transformationcoaching16 jan-16Ghazali Md. Noor
 
eXampleCG Net Promoter Score Training and Certification Course Brochure
eXampleCG Net Promoter Score Training and Certification Course BrochureeXampleCG Net Promoter Score Training and Certification Course Brochure
eXampleCG Net Promoter Score Training and Certification Course BrochurePartner
 
The New World of (Member) Engagement: Great Ideas that Work!
The New World of (Member) Engagement: Great Ideas that Work!The New World of (Member) Engagement: Great Ideas that Work!
The New World of (Member) Engagement: Great Ideas that Work!eschonher
 
Growing Your Association through Innovative Membership Models
Growing Your Association through Innovative Membership ModelsGrowing Your Association through Innovative Membership Models
Growing Your Association through Innovative Membership ModelsTony Rossell
 
Cannexus-20160115-SdR NB
Cannexus-20160115-SdR NBCannexus-20160115-SdR NB
Cannexus-20160115-SdR NBNatalia Bussard
 
The Meetings Report: Five Game-changing Tactics Redefining Education Strategy...
The Meetings Report: Five Game-changing Tactics Redefining Education Strategy...The Meetings Report: Five Game-changing Tactics Redefining Education Strategy...
The Meetings Report: Five Game-changing Tactics Redefining Education Strategy...Event Garde LLC
 
MGI Association Forum Research presentation
MGI Association Forum Research presentationMGI Association Forum Research presentation
MGI Association Forum Research presentationlindachreno
 
MTech13: "The Power of Marketing Automation in an Inbound World" - Nick Salva...
MTech13: "The Power of Marketing Automation in an Inbound World" - Nick Salva...MTech13: "The Power of Marketing Automation in an Inbound World" - Nick Salva...
MTech13: "The Power of Marketing Automation in an Inbound World" - Nick Salva...New England Direct Marketing Association
 
Demonstrating the impact and value of your vcse organisation
Demonstrating the impact and value of your vcse organisation Demonstrating the impact and value of your vcse organisation
Demonstrating the impact and value of your vcse organisation CANorfolk
 
Evolving Your Marketing Technology Stack to Drive Business Results
Evolving Your Marketing Technology Stack to Drive Business ResultsEvolving Your Marketing Technology Stack to Drive Business Results
Evolving Your Marketing Technology Stack to Drive Business ResultsPersonifyMarketing
 
Skills Gaps & Learning Channels for Kenyan Entrepreneurs
Skills Gaps & Learning Channels for Kenyan EntrepreneursSkills Gaps & Learning Channels for Kenyan Entrepreneurs
Skills Gaps & Learning Channels for Kenyan EntrepreneursJeremy Riro
 

Similar to 2014 GreatIdeas Presentation ES 3_9_14 (20)

2013 Membership Marketing Benchmarking Report: Putting Membership Marketing P...
2013 Membership Marketing Benchmarking Report: Putting Membership Marketing P...2013 Membership Marketing Benchmarking Report: Putting Membership Marketing P...
2013 Membership Marketing Benchmarking Report: Putting Membership Marketing P...
 
Harnessing the Web 2014: Association Sector Survey Summary Report
Harnessing the Web 2014: Association Sector Survey Summary ReportHarnessing the Web 2014: Association Sector Survey Summary Report
Harnessing the Web 2014: Association Sector Survey Summary Report
 
Sharing Successful Strategies for Association and Independent Show Producers
Sharing Successful Strategies for Association and Independent Show ProducersSharing Successful Strategies for Association and Independent Show Producers
Sharing Successful Strategies for Association and Independent Show Producers
 
Transformation module 0 30 jan-16
Transformation module 0 30 jan-16Transformation module 0 30 jan-16
Transformation module 0 30 jan-16
 
FBA Altria Case Competition Spring 2015 - Daniel Morgan
FBA Altria Case Competition Spring 2015 - Daniel MorganFBA Altria Case Competition Spring 2015 - Daniel Morgan
FBA Altria Case Competition Spring 2015 - Daniel Morgan
 
3rd Place McCombs Case Competition - Altria
3rd Place McCombs Case Competition - Altria3rd Place McCombs Case Competition - Altria
3rd Place McCombs Case Competition - Altria
 
MG-GY-9503Final Presentation- Team-1-Kanishka Sukumar- N-15 Consultants-3
MG-GY-9503Final Presentation- Team-1-Kanishka Sukumar- N-15 Consultants-3MG-GY-9503Final Presentation- Team-1-Kanishka Sukumar- N-15 Consultants-3
MG-GY-9503Final Presentation- Team-1-Kanishka Sukumar- N-15 Consultants-3
 
Transformationcoaching16 jan-16
Transformationcoaching16 jan-16Transformationcoaching16 jan-16
Transformationcoaching16 jan-16
 
eXampleCG Net Promoter Score Training and Certification Course Brochure
eXampleCG Net Promoter Score Training and Certification Course BrochureeXampleCG Net Promoter Score Training and Certification Course Brochure
eXampleCG Net Promoter Score Training and Certification Course Brochure
 
The New World of (Member) Engagement: Great Ideas that Work!
The New World of (Member) Engagement: Great Ideas that Work!The New World of (Member) Engagement: Great Ideas that Work!
The New World of (Member) Engagement: Great Ideas that Work!
 
Growing Your Association through Innovative Membership Models
Growing Your Association through Innovative Membership ModelsGrowing Your Association through Innovative Membership Models
Growing Your Association through Innovative Membership Models
 
Cannexus-20160115-SdR NB
Cannexus-20160115-SdR NBCannexus-20160115-SdR NB
Cannexus-20160115-SdR NB
 
The Meetings Report: Five Game-changing Tactics Redefining Education Strategy...
The Meetings Report: Five Game-changing Tactics Redefining Education Strategy...The Meetings Report: Five Game-changing Tactics Redefining Education Strategy...
The Meetings Report: Five Game-changing Tactics Redefining Education Strategy...
 
MGI Association Forum Research presentation
MGI Association Forum Research presentationMGI Association Forum Research presentation
MGI Association Forum Research presentation
 
MTech13: "The Power of Marketing Automation in an Inbound World" - Nick Salva...
MTech13: "The Power of Marketing Automation in an Inbound World" - Nick Salva...MTech13: "The Power of Marketing Automation in an Inbound World" - Nick Salva...
MTech13: "The Power of Marketing Automation in an Inbound World" - Nick Salva...
 
Demonstrating the impact and value of your vcse organisation
Demonstrating the impact and value of your vcse organisation Demonstrating the impact and value of your vcse organisation
Demonstrating the impact and value of your vcse organisation
 
2015-12-03 Preparing for a Campaign
2015-12-03 Preparing for a Campaign2015-12-03 Preparing for a Campaign
2015-12-03 Preparing for a Campaign
 
Evolving Your Marketing Technology Stack to Drive Business Results
Evolving Your Marketing Technology Stack to Drive Business ResultsEvolving Your Marketing Technology Stack to Drive Business Results
Evolving Your Marketing Technology Stack to Drive Business Results
 
Skills Gaps & Learning Channels for Kenyan Entrepreneurs
Skills Gaps & Learning Channels for Kenyan EntrepreneursSkills Gaps & Learning Channels for Kenyan Entrepreneurs
Skills Gaps & Learning Channels for Kenyan Entrepreneurs
 
CIMSPA AGM presentation 2014
CIMSPA AGM presentation 2014CIMSPA AGM presentation 2014
CIMSPA AGM presentation 2014
 

More from eschonher

2016 Membership Marketing Benchmarking Report
2016 Membership Marketing Benchmarking Report2016 Membership Marketing Benchmarking Report
2016 Membership Marketing Benchmarking Reporteschonher
 
Effective Strategies to Improve Engagement, Satisfaction and Retnetion
Effective Strategies to Improve Engagement, Satisfaction and RetnetionEffective Strategies to Improve Engagement, Satisfaction and Retnetion
Effective Strategies to Improve Engagement, Satisfaction and Retnetioneschonher
 
Membership Engagement: Ideas that Work!
Membership Engagement: Ideas that Work!Membership Engagement: Ideas that Work!
Membership Engagement: Ideas that Work!eschonher
 
2015 IMO report
2015 IMO report2015 IMO report
2015 IMO reporteschonher
 
2015Trade report
2015Trade report2015Trade report
2015Trade reporteschonher
 
2015 MMBR Webinar FINAL
2015 MMBR Webinar FINAL2015 MMBR Webinar FINAL
2015 MMBR Webinar FINALeschonher
 
Regional members selling membership
Regional members selling membershipRegional members selling membership
Regional members selling membershipeschonher
 
Regional members selling membership
Regional members selling membershipRegional members selling membership
Regional members selling membershipeschonher
 
Lifecycle presentation (2) 1
Lifecycle presentation (2) 1Lifecycle presentation (2) 1
Lifecycle presentation (2) 1eschonher
 
Lifecycle presentation - Erik Schonher, MGI
Lifecycle presentation - Erik Schonher, MGILifecycle presentation - Erik Schonher, MGI
Lifecycle presentation - Erik Schonher, MGIeschonher
 
Marketing and Communications Channel Mix
Marketing and Communications Channel MixMarketing and Communications Channel Mix
Marketing and Communications Channel Mixeschonher
 
Marketing Membership In Good Times And Bad
Marketing Membership In Good Times And BadMarketing Membership In Good Times And Bad
Marketing Membership In Good Times And Badeschonher
 
7 Ideas To Fight Recession
7 Ideas To Fight Recession7 Ideas To Fight Recession
7 Ideas To Fight Recessioneschonher
 

More from eschonher (13)

2016 Membership Marketing Benchmarking Report
2016 Membership Marketing Benchmarking Report2016 Membership Marketing Benchmarking Report
2016 Membership Marketing Benchmarking Report
 
Effective Strategies to Improve Engagement, Satisfaction and Retnetion
Effective Strategies to Improve Engagement, Satisfaction and RetnetionEffective Strategies to Improve Engagement, Satisfaction and Retnetion
Effective Strategies to Improve Engagement, Satisfaction and Retnetion
 
Membership Engagement: Ideas that Work!
Membership Engagement: Ideas that Work!Membership Engagement: Ideas that Work!
Membership Engagement: Ideas that Work!
 
2015 IMO report
2015 IMO report2015 IMO report
2015 IMO report
 
2015Trade report
2015Trade report2015Trade report
2015Trade report
 
2015 MMBR Webinar FINAL
2015 MMBR Webinar FINAL2015 MMBR Webinar FINAL
2015 MMBR Webinar FINAL
 
Regional members selling membership
Regional members selling membershipRegional members selling membership
Regional members selling membership
 
Regional members selling membership
Regional members selling membershipRegional members selling membership
Regional members selling membership
 
Lifecycle presentation (2) 1
Lifecycle presentation (2) 1Lifecycle presentation (2) 1
Lifecycle presentation (2) 1
 
Lifecycle presentation - Erik Schonher, MGI
Lifecycle presentation - Erik Schonher, MGILifecycle presentation - Erik Schonher, MGI
Lifecycle presentation - Erik Schonher, MGI
 
Marketing and Communications Channel Mix
Marketing and Communications Channel MixMarketing and Communications Channel Mix
Marketing and Communications Channel Mix
 
Marketing Membership In Good Times And Bad
Marketing Membership In Good Times And BadMarketing Membership In Good Times And Bad
Marketing Membership In Good Times And Bad
 
7 Ideas To Fight Recession
7 Ideas To Fight Recession7 Ideas To Fight Recession
7 Ideas To Fight Recession
 

2014 GreatIdeas Presentation ES 3_9_14

  • 1. The Membership Marketing Benchmarking Report and Practical Membership Marketing Presenters Jacqualine Price Osafo, CAE Erik Schonher, MBA, CeM 2014 ASAE GreatIdeas! Presentation
  • 2. Who are the two standing up front? Jacqualine Price Osafo, CAE • 20+ Years Experience • American Society for Gastrointestinal Endoscopy – Director of Members Services & Customer Care – Leadership and Strategic Planning – Staff liaison for Membership and Diversity Committees – Participant of MGI Membership Marketing Benchmarking Report Erik Schonher, MBA, CeM • 30+ Years Experience – Corporate & Association • Marketing General – Vice President – Account Mgmt • Strategic/Tactical Planning – Research Department • Qualitative & Quantitative • 35 Studies/yr • Membership Marketing Benchmarking Report – List Management/Brokerage
  • 3. Jackie asks… How did we get here today?
  • 4. Today we want to… Walk away with new membership recruitment and retention ideas that could easily be implemented in their recruitment and retention plan today using MGI’s Membership Marketing Benchmarking Report.
  • 5. Expect to participate… The GreatIdeas 2014…
  • 6. My approach… 1. I participate in the research 2. Compare my association with industry results and investigate detail. 3. Review plan & results to develop tactical. 4. Implement & analyze results 5. Budget adjustment
  • 7. 2013 Membership Marketing Benchmarking Report • Nearly 700 Participating Associations • Up Front Disclaimer  What not Why  Correlation not Causation  Every Association is Unique • Fifth Year
  • 8. CHANGE IN NEW MEMBER ACQUISITION OVER PAST YEAR — COMPRESSED 2013 (n = 690) 2012 (n = 687) 2011 (n = 638) 2010 (n = 405) 2009 (n = 325) Percentage Increased Overall 63% 60% 57% 42% 49% Percentage Unchanged Overall 17% 17% 21% 20% 22% Percentage Declined Overall 16% 15% 16% 26% 21% Percentage Unsure 4% 10% 8% 12% 10% CHANGE IN RENEWAL RATE OVER PAST YEAR — COMPRESSED 2013 (n = 691) 2012 (n = 683) 2011 (n = 638) 2010 (n = 403) 2009 (n = 326) Percentage Increased Overall 35% 36% 32% 21% 22% Percentage Unchanged Overall 30% 33% 37% 27% 39% Percentage Declined Overall 31% 22% 24% 44% 31% Percentage Unsure 4% 10% 7% 8% 9%
  • 9. The Membership Lifecycle – Member Acquisition • Awareness • Recruitment – Member Renewal • Engagement • Renewal • Reinstatement
  • 10. Acquisition Awareness • The process of establishing your brand in the minds of prospective members and building your knowledge base of who they are and how to contact them Recruitment • The process of proactively inviting potential members to become a part of your organization • Strategy: 1. Value and Message – Why 2. Targeting Your Market -- Who 3. Promotional Tactics to Reach Your Market – How 4. Offer and Packaging – What 5. Testing , Tracking, and Analyzing – Where
  • 11. Develop Acquisition Strategies • Determine goal for next 1-5 years • Evaluate current and past trends • Identify/eliminate barriers • Determine ROI How are you going to get there?
  • 12. Awareness • Who/What do you want to be known as/for? • What are you great at doing? • When • Where can prospects find you? • Why should prospects engage with you?
  • 13. HOW MEMBERS INITIALLY DISCOVER YOUR ASSOCIATION 2013 (n = 690) Word-of-mouth recommendation 86% Association website 80% Email 66% Promotion to/at your own conferences/conventions 55% Association-sponsored social networking websites (e.g., Facebook, LinkedIn) 54% Local events/meetings 52% Association-sponsored events 48% Cross-sell to non-members who buy your products or attend your conferences 47% Direct mail 44% Search engines (organic) 42% Where can prospects find (out about) you?
  • 14. METHODS FOR CREATING AND MAINTAINING ASSOCIATION AWARENESS 2013 (n =691) 2012 (n = 683) 2011 (n = 638) 2010 (n = 405) 2009 (n = 599) Association website 86% 92% 87% 88% 85% Email 81% 94% 71% 67% 61% Word-of-mouth recommendations 79% 83% 90% 91% 77% Association-sponsored social networking sites (e.g., Facebook, LinkedIn) 74% 71% 51% 56% 35% Promotion to/at your own conferences/ conventions 69% 79% 65% 66% 65% Association-sponsored events 59% 68% 57% 56% 37% Advertising in your own publications 56% 72% 48% 56% 51% Direct mail 56% 69% 62% 66% 76% Local events/meetings 53% 60% 53% N/A N/A Exhibiting at other conferences 49% 61% 50% 51% 53%
  • 15. It’s a Process 15 • Be flexible – If you can’t make them a member, make them a customer – Don’t be afraid to give things away – At least date for awhile • Best “Offers” – Dues Discount – Conference Discount – Free Trials – Premiums – “Use what works”
  • 16. Recruitment Tactics Are you thinking like a prospect? • Solicit non-member purchasers • Leadership recruitment campaign • Targeted messaging • Webinars for prospects • Offer a “sample membership” • Promote preferred benefits
  • 17. REASONS MEMBERS JOIN 2013 (n = 693) 2012 (n = 684) 2011 (n = 641) 2010 (n = 400) 2009 (n = 303) Networking with others in the field 24% 22% 25% 24% 22% Access to specialized and/or current information 13% 12% 14% 13% 23% Advocacy 8% 12% 10% 11% N/A Learning best practices in their profession 8% 7% 7% 9% 8% Continuing education 7% 8% 7% 11% 5% Conferences/trade shows 6% 4% 5% N/A N/A Accreditation or certification 4% 5% 4% 4% 2%
  • 18. TOP THREE MOST EFFECTIVE AND LEAST EFFECTIVE MARKETING CHANNELS BY ASSOCIATION TYPE Individual Membership Associations 2013 2012 Most Effective Word-of-mouth recommendations 60% 51% Email 35% 39% Association website 34% ** Least Effective Exhibiting at other conferences 27% 31% Direct mail 23% 20% Advertising in outside publications 22% 23% Organizational/Trade Associations 2013 2012 Most Effective Word-of-mouth recommendations 60% 56% Personal sales calls 32% 37% Association website 30% ** Least Effective Direct mail 26% 34% Advertising in outside publications 23% 28% Exhibiting at other conferences 20% 22%
  • 19. Renewal Engagement • The process of moving members from observers into users. • Strategy 1. Conversion of New Members 2. Usage and Interaction 3. Value through Relevance 4. Score Engagement Renewal & Reinstate • The process of confirming the value and requesting the continuance of the relationship. • Strategy 1. Renewal Frequency and Timing 2. Data Driven Personalization 3. Payment Options 4. Never Give Up on Lapsed Members 5. Messaging Should Recognize their Status 6. Conduct Lapsed Member Research
  • 20. REASONS FOR NOT RENEWING MEMBERSHIP 2013 (n = 691) 2012 (n = 687) 2011 (n = 639) 2010 (n = 400) 2009 (n = 333) Budget cuts/economic hardship of company 18% 17% N/A N/A N/A Lack of engagement with the organization 15% 14% N/A N/A N/A Could not justify membership costs with any significant ROI 11% 11% N/A N/A N/A Employer won’t pay or stopped paying dues 10% 12% 15% 25% 22% Lack of value 10% 11% 24% 36% 20% Left the field, industry, or profession 7% 8% 12% N/A N/A Too expensive 5% 5% 14% 11% 22% Blue: Top reasons for not renewing membership per year Top three reasons for not renewing membership. Red: Continued decline as a reason for non-renewal Blue: Top reasons for not renewing membership per year When does renewal begin?
  • 21. Renewal Plan • Evaluate previous efforts • Retention rates? • Does “one size fit all?” – Or do niche markets require different timing or number of efforts? – Is the process nimble?
  • 22. Why do people join us? • Networking with others • Access to specific information • Advocacy • Education • Conferences/meetings
  • 23. AREAS OF ENGAGEMENT n Increased Stayed the same Decreased Attendance at your annual conference/trade show 599 48% 34% 18% Volunteerism with your organization 587 34% 57% 9% Participation in your public social network 567 76% 23% 2% Number of visits to members-only section of website 528 58% 39% 3% Attendance at your professional development meetings 511 48% 40% 12% Attendance of webinars 420 61% 31% 7% Participation in your private social network 406 66% 28% 6% Non-dues product purchases (other than previously checked) 401 36% 51% 13% Non-dues service purchases (other than previously checked) 342 34% 58% 8% Donations to your association’s foundation or PAC 334 38% 48% 14% Book or directory purchases 282 25% 55% 20% Number of members who acquire or maintain a certification with your organization 276 54% 37% 9% Number of membership upgrades 276 41% 49% 9% Participation in your Young Professional program 221 65% 29% 6% Number of members who purchase or maintain insurance through your organization 197 26% 62% 11% Participation in your mentoring program 188 43% 48% 9%
  • 24. COMMUNICATION METHODS USED TO ONBOARD NEW MEMBERS   2013 (n = 693) 2012 (n = 685) 2011 (n = 643) 2010 (n = 402) 2009 (n = 337) Email welcome 79% 72% 71% 72% 62% Mailed welcome kit 60% 64% 67% 68% 83% Membership card or certificate 51% 51% 51% 59% 58% Volunteer or staff welcome phone call 31% 29% 30% 32% 26% New member introductory email series 28% 25% 25% 27% 14%
  • 25. Engaging New Members • E-Welcome letter • Membership certificate • Personal note from leadership • Invitation to network with leaders • Checking in months 3, 6, 9 and 12
  • 26. OVERALL MEMBERSHIP RENEWAL RATE 2013* (n = 607) 2012 (n = 685) 2011 (n = 643) 2010 (n = 403) 2009 (n =337) Under 50% 3% 3% 3% 3% 2% 50% to 59% 2% 4% 6% 4% 4% 60% to 69% 8% 7% 10% 11% 7% 70% to 79% 19% 22% 23% 21% 16% 80% to 89% 38% 38% 34% 40% 37% 90% or higher 30% 22% 23% 18% 29% Not sure** n/a 3% 2% 3% 4% MEMBERSHIP RENEWAL RATES Less than 80% renewal 80% renewal or higher Individual member Trade/ Organizational Both Mean 66% 88% 79% 87% 76% Median 70% 88% 81% 88% 80%
  • 27. RENEWAL RATES BY NUMBER OF RENEWAL CONTACTS INDIVIDUAL MEMBERSHIP ASSOCIATIONS (n=289) 1 to 6 contacts 7 or more contacts Less than 80% Renewal 43% 33% 80% or Higher Renewal 57% 67% NUMBER OF MEMBERSHIP RENEWAL CONTACTS 2013 (n = 691) 2012 (n = 686) 2011 (n = 642) 2010 (n = 404) 2009 (n = 337) None 1% 1% 2% 2% 1% 1 to 3 21% 20% 23% 22% 21% 4 to 6 38% 40% 44% 44% 46% 7 to 9 18% 23% 18% 20% 19% 10 to 12 9% 7% 7% 6% 7% 13 to 15 5% 3% 1% 2% 2% 16 to 18 2% 2% 1% 1% 1% More than 18 2% 2% 2% 2% 1% Not sure 3% 3% 1% 2% 3%
  • 28.
  • 29. Renewal tactics • Inform members 2 months prior to renewal • Update postal/e-mail addresses • Renewal series uses multiple channels – Postal – e-mail – Telemarketing • Social media
  • 30. Reinstatement Is it difficult to re-join? • Identify and eliminate barriers • Simplify the process • Treat them as if they have just “forgotten to renew… Do something
  • 32. What are your association's TOP THREE membership goals?
  • 33. TOP CHALLENGES TO GROWING MEMBERSHIP BY FIVE YEAR MEMBERSHIP GROWTH Challenge Five Year Membership Increased (n = 367) Five Year Membership Unchanged (n = 50) Five Year Membership Decreased (n = 254) Insufficient staff   Membership too diverse   Perception of the association   Insufficient budget  Difficulty attracting/maintaining young members   Changing demographics of industry 
  • 34. What is your organization's annual operating budget?
  • 35. MEAN AMOUNT SPENT ON MEMBERSHIP MARKETING PROGRAMS BY ORGANIZATION TYPE Individual Member Org./Trade Both Awareness and branding $88,307 $56,926 $88,306 Recruitment $80,816 $42,482 $53,570 Engagement/onboarding $41,182 $25,871 $27,829 Renewals $58,799 $24,392 $28,911 Reinstatement or win-back $26,986 $8,964 $9,121
  • 37. Thank you. Jacqualine Price Osafo Director of Membership Services 630.570.5603 jpriceosafo@asge.org Erik D. Schonher Vice President 703.706.0358 Erik@MarketingGeneral.com
  • 38. Do’s and Don'ts Of Recruitment (c) Copyright 2013 Marketing General Inc. 38 • Do have a written plan – Including strategy and tactics – Make it practical and doable • Do have set goals – Know what you want/need to achieve in $$$ & number of members/customers • Do have your resources in place – Both in-house and outside vendor partners
  • 39. Do’s and Don'ts Of Recruitment (c) Copyright 2013 Marketing General Inc. 39 • Do have a Testing Strategy – Everything is “testable” – But not every test is “meaningful” • Do be Media Neutral – Use what works – Be open to “channel surfing” • Do have a Plan B – Nothing works every time
  • 40. Do’s and Don'ts Of Recruitment (c) Copyright 2013 Marketing General Inc. 40 • Do have a Brand Promise • Do have a Identifiable Value Proposition • Do Target Best Prospects first – Former Members – Current Customers – Current Inquirers – Buyers of “Like Things”
  • 42. Effective Targeting of Prospects (c) Copyright 2013 Marketing General Inc. 42 • Is a process • Uses a range of media and offers • Is a full-time, year round program • No may just mean not now • Is the lifeblood of any growing membership program
  • 44. CHANGE IN MEMBERSHIP OVER PAST ONE YEAR   2013 (n = 691) 2012 (n = 689) 2011 (n = 642) 2010 (n = 405) 2009 (n = 331) Increased more than 50% 1% 1% 1% 1% -- Increased 26% to 50% 1% 3% 2% 2% 1% Increased 11% to 25% 7% 8% 9% 5% 7% Increased 6% to 10% 15% 13% 11% 7% 10% Increased 1% to 5% 28% 27% 26% 21% 27% Remained the same 16% 16% 16% 14% 16% Declined 1% to 5% 19% 19% 19% 26% 19% Declined 6% to 10% 8% 7% 11% 13% 9% Declined 11% to 25% 3% 2% 4% 8% 6% Declined 26% to 50% 1% 1% -- 1% 1% Declined more than 50% -- 1% -- -- -- Not sure 1% 3% 2% 3% 5%
  • 45. Online Behavior Product Searches Information  Searches Website visits Social Media  Searches Educational  Searches Product  purchases Special Offers FREE Whitepaper FREE Trial  Membership E-Newsletter Sign Up for Alerts Webinar Online Media Paid Search Co-Registration Ad Networks Online PR  Releases Article  Submissions Blogs / Forum  Posts Social Media Ads Sponsored Links Cultivated Leads Through Ongoing Interaction Awareness Strategy Strategic Process Landing Pages Form Submit
  • 46. Design a  collection of   published  articles into  cohesive free  content. PPC & Content Network Ads Thank you  page with  more options. Awareness Strategy
  • 55. Package Type Response Rate Green Card 1.12% Invitation .83% 35% Boost Identifying a control Recruitment Testing
  • 56. List Segment $75 Voucher Subscription Response Boost Young Physicians 3.46% 2.57% 35% Boost 35% Boost 111% Boost Improving the Control Recruitment Testing
  • 57. Package Type Response Rate Green Package 1.35% Membership Card 1.85% 37% Boost Beating the control Recruitment Testing
  • 58. MEAN NEW MEMBER RENEWAL RATE Less than 80% renewal 80% renewal or higher Individual Member Trade Both Mean 51% 76% 64% 78% 61% Median 50% 77% 70% 80% 65% Engagement Converting New Members
  • 59. Very Little Difference Between Non-Engaged Members and Lapsed Members Members “who are not involved lie perilously close to  former members in the overarching assessment of the  value they derive from associations.  If former  members are thought to be dead, the uninvolved are  close to comatose”  (The Decision to Join, p 4). Engagement Usage and Interaction
  • 60. Data Analytics for one association on  engagement. • Members who attended an association  meeting in the past year were 19%  more likely to renew than those who  did not attend a meeting.  • Members who attended four or more  meetings were 30% more likely to  renew than members who never  attended a meeting.  • Members who placed a product order  in the past year were 28% more likely  to renew than those who had not  placed an order.  • Members who upgraded their  membership in the past year to a  higher level of service were 12% more  likely to renew. Engagement Strategy
  • 61. Engagement Communication Targeted Monthly e-Newsletters • Deliver timely updates • Reinforce membership value and vision • Customize content by segment • Promote increased interaction  • Certification • Publications • Events • Webinars • Track and respond
  • 62. Engagement Communication Tracking and Responding I’m interested in certification information! Triggered Certification Email
  • 64. Renewal Frequency RENEWAL RATES BY NUMBER OF RENEWAL CONTACTS INDIVIDUAL MEMBERSHIP ASSOCIATIONS (n=289) 1 to 6 contacts 7 or more contacts Less than 80% Renewal 43% 33% 80% or Higher Renewal 57% 67%
  • 65. Renewal Personalization Multi-step, integrated channel, (mail, email, and telephone) issue driven, digitally printed, renewal program.
  • 66. Results from One Test The on-time renewal rate for members NOT on the installment plan was 55.7%. However, the on time renewal rate for members participating in the installment plan was 82.0%. Renewal Payment Options
  • 67. (c) Copyright 2013 Marketing General Inc. 67 Activity Audience Timing Responsible 90 day invoice mailed All members not renewed month nine/ten Member Care / Directmail.com 65 day invoice email reminder All members not renewed month ten Member Care Hallmark card Sample of members month ten New coordinator Knowledge Center promo (mail and email) All members with email and not used KC in last 12 mths & postcard for those w/o email month eleven Member Care Retention email (16 versions) All members with email Month eleven Member Care 45 day invoice mailed All members not renewed Month eleven Member Care / Directmail.com Knowledge Center All members with email and not used KC in last 12 mths Month twelve Member Care ‘Last Chance’ cover tip on Magazine All members not renewed Month twelve New coordinator Online membership end date reminder on our website All members that are going to lapse Month twelve until end of grace period IO Retention email (16 versions) All members with email Month twelve Member Care If not renewed, membership lapses Has 45 day web access – grace period End of month twelve Action Action Action Action Action Action Planned Pre-Expiration Retention/Renewal Activities
  • 68. Current Regular Retention & Renewal Initiatives
  • 69. (c) Copyright 2013 Marketing General Inc. 69 Activity Audience Timing Responsible Expiration email #1 All non-renewed members (4 versions: prof US, int’l, stu conversion, transitioning members) +5 days after expiration (just after cash closes) Member Care At-home invoice All non-renewed members with home address +15 days after expiration Member Care Expiration email #2 All non-renewed members +21 days after expiration Member Care Lapsed telemarketing call / survey (4 versions; US Cert; US Non-Cert; Non-US; Stu Conv) All non-renewed members with telemktg = Y and has phone # (Leave V.M. after final attempt) +45 – 80 days after expiration Member Care Online lapsed survey All non-renewed members with no phone, telemkt = N + 45 days after expiration Member Care Lapsed telemarketing follow-up Any unpaid invoice requests from first call +90 days after expiration Member Care Reinstatement mailing #1 All non-renewed members indicating ‘will join later’ +7 months after expiration Member Care Reinstatement mailing #2 All non-renewed members indicating ‘will join later’ +10 months after expiration New coordinator Lapsed member mailing (counts as new after 12 mths) All non-renewed members indicating ‘will join later’ +12 months after expiration Member Care Membership marketing team continues to market to non-renewed members for 12 months after memberships lapse. Planned Post-Expiration Renewal Activities Action Action Action Action Action Action Action Action 45 days - grace period ends 69 (c) Copyright 2012 Marketing General Inc.
  • 70. • Reinstatement programs test the effectiveness of your renewal program • Many organizations are sitting on thousands of prospects just waiting to return • Employ research and analytics to determine what went wrong for your lapsing members – Under served market segments – Product and service gap analysis – Value proposition update Reinstatement Strategy
  • 71. Reinstatement Strategy “We Miss You” Greeting Card with personalized message inside to lapsed members.
  • 72. (c) Copyright 2013 Marketing General Inc. 72 • More splintering & blurring • Death of mass marketing & rise of mass customization • Convenience and ease is all important • Social Media is surging • Members/customers are more self- directed, and are doing more of the work
  • 73. (c) Copyright 2013 Marketing General Inc. 73 • Members/Customers are IN-CHARGE • They are more critical, seek guarantees • But still need to be led, reminded, told their decisions are right • Too many choices • No need to join
  • 74. (c) Copyright 2013 Marketing General Inc. 74 • 35% of assoc. report YOY renewal growth • Associations are challenged by growing member diversity • Engagement is becoming more important • Social Media is surging
  • 75. REASONS MEMBERS JOIN 2013 (n = 693) 2012 (n = 684) 2011 (n = 641) 2010 (n = 400) 2009 (n = 303) Networking with others in the field 24% 22% 25% 24% 22% Access to specialized and/or current information 13% 12% 14% 13% 23% Advocacy 8% 12% 10% 11% N/A Learning best practices in their profession 8% 7% 7% 9% 8% Continuing education 7% 8% 7% 11% 5% Conferences/trade shows 6% 4% 5% N/A N/A Accreditation or certification 4% 5% 4% 4% 2% Discounts on products or meeting purchases 4% 5% 5% 6% 9% Association publications 4% 4% 3% 6% 3% Prestige of belonging to the association 4% 4% 5% N/A N/A Access to industry thought leaders 2% 2% 1% N/A N/A Advancing in their position 2% 2% 2% 2% 4% Members-only education 2% 2% N/A N/A N/A Access to career resources 1% 1% 1% 3% 1% Access to industry benchmark studies 1% 1% 1% 1% N/A Insurance (Affinity programs) 1% 1% 1% N/A N/A Not sure 1% 1% 1% 2% N/A Other 7% 6% 8% 9% 10%
  • 76. TOP 10 - HOW MEMBERS INITIALLY DISCOVER YOUR ASSOCIATION 2013 (n = 690) Word-of-mouth recommendation 86% Association website 80% Email 66% Promotion to/at your own conferences/conventions 55% Association-sponsored social networking websites (e.g., Facebook, LinkedIn) 54% Local events/meetings 52% Association-sponsored events 48% Cross-sell to non-members who buy your products or attend your conferences 47% Direct mail 44% Search engines (organic) 42% Exhibiting at other conferences 41% Advertising in your own publications 36% Chapters 36% Public relations 30% Advertising in outside publications 25% Personal sales calls 23% Job board 21% Accreditation promotion 15% Search engines (paid or pay-per-click) 12% Telemarketing 9% Paid banners on other websites 9% QR codes 8% Mobile apps 7% Radio or TV 4% Texting 1% Do not know 1% Other 9%
  • 77. METHODS FOR CREATING AND MAINTAINING ASSOCIATION AWARENESS 2013 (n =691) 2012 (n = 683) 2011 (n = 638) 2010 (n = 405) 2009 (n = 599) Association website 86% 92% 87% 88% 85% Email 81% 94% 71% 67% 61% Word-of-mouth recommendations 79% 83% 90% 91% 77% Association-sponsored social networking sites (e.g., Facebook, LinkedIn) 74% 71% 51% 56% 35% Promotion to/at your own conferences/ conventions 69% 79% 65% 66% 65% Association-sponsored events 59% 68% 57% 56% 37% Advertising in your own publications 56% 72% 48% 56% 51% Direct mail 56% 69% 62% 66% 76% Local events/meetings 53% 60% 53% N/A N/A Exhibiting at other conferences 49% 61% 50% 51% 53% Cross-sell to non-members who buy your products or attend your conferences 48% 61% 56% 59% 52% Public relations 48% 61% 40% 39% 29% Search engines (organic) 40% 48% 45% 47% 34% Chapters 40% 42% 38% 46% 39% Advertising in outside publications 32% 47% 31% 31% 28% Job board 30% 39% 24% 23% 23% Personal sales calls 24% 32% 25% 22% 24% Accreditation promotion 20% 24% 18% 20% 14% Mobile apps 15% 20% N/A N/A N/A Search engines (paid or pay-per-click) 14% 20% 14% 20% 8% QR codes 13% 30% N/A N/A N/A Telemarketing 12% 22% 16% 18% 18% Paid banners on other websites 12% 21% 12% 13% 12% Radio or TV 8% 15% 7% 5% 7% Texting 2% 6% N/A N/A N/A Other 3% 3% 4% 3% 3% Do not know 1% 1% 0% 0% 1%
  • 78. Most effective channels for RECRUITMENT are: – Word of mouth – Email • Personal Sales calls for Trade Associations – Association Web Site – Direct Mail
  • 79. Definition: The process of moving members from observers into users of the products and services made available by your organization and strengthening their emotional, psychological or physical investment. Strategy: 1. Conversion of New Members 2. Usage and Interaction 3. Value through Relevance 4. Score Engagement Engagement Strategy
  • 80. Definition: The process of confirming the value that has been delivered to the member over the past year and requesting the continuance of the relationship. Strategy: 1. Renewal Frequency and Timing 2. Data Driven Personalization 3. Payment Options Renewal Strategy
  • 81. COMMUNICATION METHODS USED TO ONBOARD NEW MEMBERS 2013 (n = 693) 2012 (n = 685) 2011 (n = 643) 2010 (n = 402) 2009 (n = 337) Email welcome 79% 72% 71% 72% 62% Mailed welcome kit 60% 64% 67% 68% 83% Membership card or certificate 51% 51% 51% 59% 58% Volunteer or staff welcome phone call 31% 29% 30% 32% 26% New member introductory email series 28% 25% 25% 27% 14% Special discounts on purchases 23% 24% 23% 23% 17% Invite to chapter meeting 23% 22% 18% 25% 23% In-person new-member reception or orientation 21% 25% 23% 20% 19% New member newsletter (print or electronic) 16% 16% 15% 20% 11% New member survey 15% 16% 17% 18% 20% New member gift (e.g., gift card, calendar, notepad) 12% 12% 11% -- -- New member webinars 10% 9% N/A N/A N/A Custom new member renewal series 9% 10% 10% 11% 7% Telemarketing welcome phone call 9% 10% 12% 10% 4% Early or “at-birth” renewal 4% 4% 5% 4% 2% No special communication 3% 3% 2% 2% 2% Other 5% 3% 5% 5% 8%
  • 82. Definition: The process of defining the where the breakdown occurred in the membership relationship and restoring former participants to a paid status. A “winback” or reinstatement strategy helps to reconnect former members. Strategy: 1. Never Give Up on Lapsed Members 2. Messaging Should Recognize their Status 3. Conduct Lapsed Member Research Reinstatement Strategy
  • 83. SOCIAL MEDIA OUTLETS OFFICIALLY USED BY ASSOCIATIONS 2013 (n =690) 2012 (n = 685) 2011 (n = 641) 2010 (n = 405) Facebook 85% 86% 91% 75% Twitter 76% 79% 71% 66% LinkedIn (Public Access) 54% 56% 53% 59% YouTube 52% 53% 45% 35% Association Blog 35% 30% 27% 30% LinkedIn (Members Only) 34% 30% 28% N/A Association Listserv 24% 22% 24% 31% Flickr 17% 15% 15% N/A Private Association Social Network 16% 19% 18% 17% Google+ 11% 11% N/A N/A Pinterest 10% N/A N/A N/A Wikis 5% 8% 9% 13% Ning/Groupsite 2% 4% 4% 6% MySpace 1% 1% 1% 4% None 4% 3% 6% 8% Other 5% 4% 4% 6%
  • 84. MARKETING CHANNELS USED FOR MEMBERSHIP RENEWALS 2013 (n = 690) 2012 (N = 685) 2011 (N = 644) 2010 (N = 405) 2009 (N = 333) Email marketing 90% 88% 88% 88% 83% Direct mail 79% 81% 82% 85% 91% Staff phone calls 53% 53% 52% 49% 56% Peer member contacts 26% 23% 20% 24% 31% Telemarketing 20% 21% 24% 23% 27% Board phone calls 17% 17% 18% 15% 28% Magazine cover wraps 15% 17% 15% N/A N/A Chapter phone calls 15% 13% 14% 14% 15% Social media contacts 12% 15% 13% N/A N/A Employer contacts 8% 6% 8% 7% 4% Fax 7% 9% 10% 11% 17% QR codes 3% N/A N/A N/A N/A PURL 2% 3% N/A N/A N/A Texting 1% 2% N/A N/A N/A Renewal app for mobile devices 1% 1% N/A N/A N/A Other 6% 3% 3% 3% 4%

Editor's Notes

  1. So where else can you find membership vital signs. You can keep track of your own data, but it also helps to compare with other organizations. I recommend the Membership Marketing Benchmarking Report as a source and will use it here.
  2. The system view that I want to use today in discussing diagnosing and solving your membership marketing challenges is something I call the Membership Lifecycle. Let me describe this membership system.
  3. Take full advantage of the channels available to you.
  4. Cite report – association website, word of mouth and emails are how “members discover your association.”
  5. PPC & Content Network Ads. Google gives you the ability to display your ads based on geography and time of day
  6. We can tell from her status that Whitney Grones is interested in flying.
  7. LinkedIn allows you to deliver advertising only to people with certain qualifications or titles, people with specific job functions, and/or people specifying a particular skill set. This makes the advertising spending very efficient, and fast movers can also take advantage of the current low prices on the platform. LinkedIn Groups draw users back for longer sessions, and this can be a great way to reach targeted individuals while they are considering business issues and topics in the group setting.
  8. How do you reach the estimated 3.1 million nurses in the US? PPC & Content Network Ads. Google gives you the ability to display your ads based on geography and time of day
  9. I am sometimes surprised that organizations do not have a recruitment plan – or it is so complicated they never executive it. Here is a tool to put a plan together in very rapid and useful fashion. Example, you can probably put former members in at the top of your market segment pyramid and can use a full portfolio of channels to reach them.
  10. Many organizations sub-optimize results by not testing and tracking by up to 1,000%.
  11. One client has gone from 39,000 to 270,000 members. The highest leverage tactic they have used to achieve this growth is a robust testing program. They test everything.
  12. • The average first year member renewal rate for individual membership organizations this past year was 64% and the average first year renewal rate for trade or organizational memberships was 78%. How does your organization compare?
  13. Relevant communications are key. Don’t overwhelm members with volume of communications that do not apply to their interests.
  14. Tip-on to remind members of benefits.
  15. INDIVIDUAL MEMBERSHIP ORGANIZATION: Organizations that have between 7 and 15 contacts in their renewal series were more likely to see higher renewal rates.
  16. Research showed that the $225 price tag for dues was an impediment for members – who paid dues out of their own pocket -- to join.So we built a head to head acquisition test for this organization. The control offer with the $225 price went to 37,640 prospects and the same package offering the additional option of an automatic credit card payment of $18.75 a month went to 37,623 prospects. The control package generated 436 new members for a 1.16% response rate. However, the test package with the installment option produced 657 members for a 1.75% response rate. The next question was how will members who select the monthly installment renew compared to members who pay up front. Our latest data reports on members who renewed on time. The on time renewal rate for members NOT on the installment plan is 55.7%. However, the on time renewal rate for members participating in the installment plan is 82.0%. The non-installment member rate will probably rise to 70% when late renewal payments are included. But even when late payments are included, a potential twelve point lift in renewals is a major improvement.
  17. Associations who say that they “continue indefinitely to contact lapsed members” are more likely to have renewal rates over 80%, have seen membership increase in the past year, have seen membership increase over the past five years, and have renewal rates increase in the past year.
  18. Usage and Interaction – Member involvement and usage are the best levers for engagement. Value through Relevance – Providing lots of communications that are not targeted are relevant to a member can cause disengagement. Let behavior drive your communications strategy. Score Engagement – Define the measurable behaviors that indicate engagement (i.e. transactions, website usage, email behavior, volunteering).
  19. Renew Frequency and Timing – How often and when. Channels – Use all of the tools that are available to you for retention Budget – Most organizations under-spend on renewals. Payment – Offering automatic credit card or EFT renewal, turns renewals from an opt-in decision to an opt-out action. Offers – This is highly debated, but some organizations have great success with giving incentives for early renewals. Personalization – Adding personalized messages to renewal efforts like, “because of your membership, you saved $50.00 on your product purchases this year.” Or, “we had some success on the legislative issue you were most concerned about.” 
  20. Never Give Up on Lapsed Members – Lapsed members are almost always the most economical members reach out to for membership. Messaging Should Recognize their Status – For many groups, former members are very likely to rejoin an organization, but messaging should be different than what is communicated to “never members” Conduct Lapsed Member Research – When members leave they highlight a breakdown in the membership system. Conducting research to understand why members do not continue with an organization will impact all parts of the membership lifecycle