Engagement and Storytelling

[TracyKronzak]

How is your organization adapting to new ways of donor and constituent engagement, what are you changing and how does HubSpot enable these changes? What are the considerations for data use, privacy, storage, and action that you’re taking into account? Where are you spending the most time in frustration and in success?

[danmoyle · Accepted solution]

This is a great prompt @TracyKronzak. I especially love storytelling, and I think it's an underused strategy for a lot of nonprofits looking to engage donors and constituents.  

For better engagement, using HubSpot, I think building the right workflows to meet them where they are and pull them along in their donor journey is great. I've seen this include email nurture workflows after a donor gives, with triggers for personalized donor journeys and segmented lists for targeted appeals. Personalization, automated reminders, and thank-you notes are common features that get overlooked. And using story on impact is great. For instance, showing the true impact of a donation to the mission - ideally aligned with the donor's mission - and then sharing how the next level of giving amplifies that, can increase giving. 

As for data security and compliance, I like how HubSpot’s privacy and consent settings enable nonprofits to comply with laws like GDPR, CCPA, and HIPAA. I recommend organizations have procedures to audit data, update forms, enable opt-in consent, and document how donor data is handled.

Looking forward to seeing how others are thinking about this! 

P.S. Thanks for the patience - I recently changed jobs and joined a new company! 

[TracyKronzak]

Now that Inbound has wrapped, I wanted to return to this, because there's also some compelling storytelling tools in the open market, one of which is called B.World - I'm curious @danmoyle if this is something that would be an interesting integration?

[danmoyle]

Interesting find @TracyKronzak. First glance, this seems like it could help nonprofits with turning grant proposals into social media campaigns and report on them. Looks pretty dope. I'm going to look more into it and share with the team. Have you used it, Tracy? 

[TracyKronzak]

In full discolosure, yes - I was an early advisor to the founder, who comes out of some of my time in Salesforce and Microsoft ecosystem work. That said, I haven't been active with it for a few years now, but getting genuine integrations that work for these kinds of needs is pretty top-of-mind and your comment prodded me to remember it. Since Inbound I've been thinking a lot about how to create both the best integrated landing zones inside HubSpot along with re-engaging with some of my older past participating in Open Source efforts to build community and technology tools.

You hit the nail on the head re: B.world - it's an impact storytelling tool, and has it's own AI. I'm thinking that now that HubSpot has started spinning up MCP support, it would allow both for a standard integration AND external SLM/LLM integrations to coexist. Another MCP integration to think about, especially given the deep privacy and data access concerns I'm hearing from nonprofits here in the US, would be with thechange.ai (full discolosure: I'm on its advisory), which could be trained just like one of the commercial LLMs for the purposes of storytelling.

I'm also connected to a TON of folks who are consultants in the grantmaking/philanthropy space who talk all the time about accelerating the ability for organizations to articulate both their applications and outcomes. The new ripple is some of the anti-privacy moves being taken by commercial LLMs in the current environment here in the US, which has also spawned a lot of discussions about data rights for nonprofits.

[danmoyle]

Right on @TracyKronzak very interesting. It's an exciting time for nonprofits and the tools that can help! 

[Jaycee_Lewis]

Hey, @TracyKronzak 👋 Thanks for the great thread and for following up. I had experience working for non-profits before working in tech, so I am glad to see more focused conversation on those specific needs happening. — Jaycee

[danmoyle]

@Jaycee_Lewis it's great to see nonprofit-experienced folks on the inside cheering for us! 

[TSiri]

sorry - not 100% sure I understand the question? We've built HSD properties for PII stuff & house only that which we really Need in HS. As a financial services firm, we will always have to house info/use programs outside of HS for the actual business processing, so that will continue to be a needed annoyance for the foreseeable future.

[TracyKronzak]

Tagging @danmoyle, @TSiri, @HubDoPete, @TomM2, @CHawkins, @elizheleva

[TracyKronzak]

Tagging @danmoyle, @TSiri, @HubDoPete, @TomM2, @CHawkins, @elizheleva