Membership 101: What IS “Engagement,” Anyway?

Construction workers assembling barriers

Association membership professionals, particularly in the last several years, talk about
engagement A LOT.

We want our members to be more engaged.

We want to measure engagement.

We want to score engagement.

We want to reward engagement.

We want to inspire our members’ competitive spirit to increase their engagement to be higher than the next member.

We want to be able to show our boards an ever rising curve of engagement in our quarterly (or annual) graphic dashboard of KPIs (Key Performance Indicators).

But what are we actually talking about when we deploy this (over?) used term?

Relationships.

Ultimately, associations exist because a group of people with shared interests banded together to accomplish something they either couldn’t do at all individually, or at least couldn’t do as efficiently or effectively.

That requires relationship-building, both between the association and each member and between the members themselves.

We have a lot of new technologies at our fingertips these days, and that’s a good thing. Many of our member interactions are now mediated by technology, which allows us to do more tracking and more automation, and that’s a good thing too.

The temptation, though, is to get wound around the axel of technology and being able to track and score and assign points and automate workflows and make pretty pie charts and bar graphs and LOSE SIGHT OF THE PEOPLE.

Your members are REAL PEOPLE.

Your staff members are REAL PEOPLE.

Your volunteers are REAL PEOPLE.

I’m not saying that you need to invite them to your bachelorette party or show up at their Labor Day cookout, but it’s OK to be a real person in your interactions with them and to encourage them to be real with each other.

Part of that involves understanding your – and your association’s – place in their lives. You’re not their spouse, or their kids, or their best friend, or their job, or their faith community, or their totally absorbing avocation hobby.

Therein lies the danger in constantly pushing for more engagement so that graphic for your board looks good. Your members probably don’t want to be your best friend. You’re probably more like the friend they meet for coffee a few times a year when they need something specific or have something specific to share. And that needs to be OK with you.

I’m not saying don’t ever offer options for a deeper relationship. People’s lives and careers go through stages. At some points, they need more from you – like when they’re new to the profession or changing jobs. At some points, other things in their lives are more important – like when they’ve just had a kid or decided to earn a graduate degree. At some points, they’re eager to contribute – like when they’re looking for a mentor or protege, or ready to write for your blog or speak at your conference. Your association needs to be sensitive to those cycles and ready to meet your members where they are with what – and only what – they need from you at that time and place.

Still not convinced that that ever rising engagement curve isn’t necessarily always good? Let me put it this way: what if every single one of your members wanted to do absolutely every single thing your association offers to them? They all wanted to write for your blog and speak at your events and participate in your mentoring program and earn your certification and serve on your board and, and, and. There’s no way your association could accommodate every single member being maximally engaged.

Rather than constantly pushing for more, more, more and counting your organization as a failure if all the lines aren’t constantly going up, up, up, focus on discovering what your members’ most pressing problems and most important goals are, creating solutions for the ones that are reasonably within your capacity to provide at a price they’re willing to pay (remembering that “cost” isn’t just money), and becoming a (not THE ONLY) vital partner in their success.

Photo by Kevin Grieve on Unsplash

Membership 101: The Welcome Series

Welcome in bright rainbow colors

When last we left the Membership 101 series, you had just gotten a new member and were
busy finding out why she joined so you could focus your marketing and communications efforts around those 2-3 things that matter most to her.

Now that she’s here, you need to welcome her. She knew enough to join, but she doesn’t know what it means to be a member of your association. It’s your job to orient her, help her navigate what the association offers and how it can help her with achieving those important goals and solving those pressing problems, and continue the process of building that ladder of engagement relationship with her.

By “welcome her,” I don’t mean “drop a huge folder of sheets of paper on her desk.” That’s just going to get tossed – well, hopefully, recycled. But if you dump everything on her all at once, it’s overwhelming and she won’t know where to start.

There is a better way:

  • Make it personal. Someone who’s not on staff (i.e. another member, aka one of her peers) needs to call her or drop her an email welcoming her and sharing some insight from a member perspective on what membership means and offers. (This, by the way, presents a GREAT opportunity to engage ad hoc/micro-volunteers.)
  • Get her started right. What’s the first most important thing she needs to know right away? That should be the SOLE focus of the first communication from staff (well, other than the confirmation of her membership, of course). Related to that…
  • Don’t drop everything on her all at once. What does your “welcome to Association XYZ” communication look like? Is it a long list of “member benefits” (too often presented as features and from the association’s perspective) that she’s supposed to plow through? Try introducing one thing at a time with concrete examples of how other members use it, explaining why they like it in their words (testimonials, examples, case studies).
  • Benefits not features. “Association XYZ produces the leading annual conference in our field…”? No. “Earn free continuing education credits when you come to our annual conference. We’re excited to feature speakers and topics like:…” Yes!
  • Don’t ask her for more money – at least not right away. She just joined – the first thing she hears from you shouldn’t be “now spend MORE with us on our book/webinar/conference/whatever.” She’s still figuring out if her initial investment is going to be worthwhile. Don’t try to get her to sink more money in before she’s even sussed that out. It’s just rude.
  • Ask about her. What’s the main reason she joined? You need to know that so you can focus on delivering it to her, and then remind her that you did deliver it when it comes time to renew. What are her most important professional goals for the year? What are the biggest challenges she’s facing? What do you offer that can help her achieve those goals and resolve those challenges? Introduce those things to her first.
  • Pay attention. As you’re doing your drip campaign introducing benefits, what does she respond to? Did she ignore your email about your new book but click immediately on a link to a webinar? That gives you some valuable information about what she might be interested in. Oh: and don’t just assume “she likes webinars and hates books.” Maybe it was the topic of the book versus the topic of the webinar. That’s something else you should try to find out.
  • Stay in touch. You’re trying to develop a relationship here, one that you want to last over the long term. You don’t do that by ignoring the other party for a year (or, worse, bombarding her with tone-deaf marketing messages about things she’s not interested in), and then asking her for more money. You need to stay in touch on a personal and non-financial basis throughout the year. Ask her how things are going. Check in to see if she has questions. Remind her of what’s included in her membership. Get volunteers to reach out. You know, actually develop an actual relationship as if you’re an actual person and so is she. Then, when that renewal invoice does arrive, her decision will be an easy one, and you’ll have a successful renewal.

Photo by Belinda Fewings on Unsplash

Membership 101: Why Did They Join?

Man's hand assembling a puzzle

My last membership 101 blog post addressed the question: how do I know when it’s time
to ask a prospect to join my association? 

The answer was: by studying your data. Data can tell you when is the right time to ask, and what you should emphasize in your slate of programs, products, and services when you do ask.

Why does that matter?

Your association no doubt has a long list of member benefits, programs, products, and services you provide. And there’s nothing wrong with that.

But even though your members and prospective members share some common interests, they don’t all want and need exactly the same things. Not all aspects of your value proposition are going to be equally appealing to everyone.

What you need to do is learn what your prospects – and members – are there for, what they’re trying to accomplish, what their most pressing problems are, and then provide that.

Segmentation in your marketing and communications helps you target the right offer to the right person at the right time.

For instance, a prospect who’s just finishing up school might be most interested in your job board and career services. So when you’re pitching her to join – or renew – you’d want to emphasize that.

A mid-career professional might be ready to learn about your certification program, so as you’re describing your member value proposition to her, you’d want to be sure to highlight that.

As I covered in the previous post in this series, a given individual might like to attend webinars, or buy books, or attend face to face events, or volunteer, or support your advocacy efforts, etc.

How do you know what’s most important? Active and passive data collection.

On the active side, you ask questions like:

  • What are your most important professional goals?
  • What are the biggest persistent problems and challenges you face that you can’t seem to solve on your own?
  • Why did you join (or renew)? What were you looking for?
  • Are we delivering on that?

On the passive side, track what people do. Remember, what a member says she wants and needs may not align with what she actually does. Tracking behavior is an important reality check on what people say. I might say that I want to eat nutritiously, but if I consistently order the fries rather than the kale salad… Your members are no different.

You have a wonderful, extensive list of member benefits. But most individuals join for 2-3 key things, and those vary from person to person. Your job is to find out what those are  for a given individual and focus your marketing efforts to her around them.

(And now the stick part of the equation: if you constantly promote your list of 15 benefits, and your member is only here for two of them, she might start questioning why she’s paying dues that funds all that stuff she doesn’t use. I’m not saying you NEVER want to share the full list with your members – people’s needs change over time – but be careful about how you do that, and don’t do it in every communication. Constantly promoting stuff she doesn’t use also shows the member that you don’t know her or care about what’s important to her, which is another message you don’t want to be sending.)

Photo by Ryoji Iwata on Unsplash

Membership 101: How Do I Know When To Ask?

wedding proposal on a beach

My last membership 101 post ended:

You continue to do that [make offers] for a few cycles, THEN ask her to marry you, once you both know it’s right.

Which begs the question: how do you know when is the right time to ask?

Data.

If you’ve constructed your ladder of engagement correctly, you started with asking your lead to do something free and easy (maybe signing up for your free e-enewsletter). When she did, you tracked what she clicked on, then offered her a free resource (infographic, webinar, whitepaper) on that topic. When she took you up on that, you offered her something that cost money (another webinar, a resource on the same topic that wasn’t free), which she purchased (hopefully).

By tracking what other new members have done with your association prior to joining, you can estimate how many cycles of offers you need to go through before pitching membership.

By tracking what that particular prospect is responding to (both topic and platform – she might be really interested in leadership OR she might be really interested in infographics OR she might be really interested in both), you can make sure that the additional offers you’re sending her will be appealing.

By combining those two, you can tell when is the right time to ask, and what you should emphasize in your slate of programs, products, and services when you do ask. My next post will explain why that’s important.

Image found at Lesbian News.

Membership 101: Ladder of Engagement

Beth Kanter's chart of the ladder of engagement

As I discussed in the last post in this series, membership is all about relationship building.
The mechanism you use to build that relationship is the ladder of engagement.

Simply put, just like you wouldn’t ask someone to marry you on the first date, so you need to create and deepen your relationship with your prospects (and members) over time before asking them for further commitments.

The first communication someone gets from your association shouldn’t be an invitation to join – they don’t know you yet, and they have no idea if they’re interested in committing a significant amount of money to a full year of relationship.

Membership *is* a relationship, and both parties (the association and the prospective or new member) need to gradually increase cost, commitment, effort, and knowledge. You do that by constructing ladders of engagement, based on engagement paths, that gradually deepen involvement on both sides, until individuals get to the point that they’re comfortable making a larger commitment to you, and you know enough about them to ensure that commitment will be meaningful for them and meet their needs.

There are four main steps in the ladder of engagement:

  1. Capture – this is when you get leads in the door in the first place, virtually always by giving them something free but valuable to them that requires a very low level of commitment.
  2. Nurture – this is when a lead turns into a prospect, which happens as you learn more about her and begin offering her programs, products, and services that can help her achieve key goals and solve problems, moving gradually from free to low cost to higher cost.
  3. Convert – this is when you invite the prospect to join, in a way that’s tailored to his interests and needs, which you know because you’ve been learning more about him as you build the relationship through the nurture process.
  4. Partner – this is when that new member becomes a long-term, loyal, committed, involved member through the ongoing process of getting to know her better and offering programs, products, services, and opportunities for involvement that are increasingly tailored to her most important goals and most pressing challenges.

In practice, this might work something like:

  • Someone registers for a free user account for your career center to look at jobs and post her resume.
  • That person goes into your prospect database, coded as a prospect and with a “career center” origination code.
  • A week or two later, the prospect gets an email offering some free editorial content related to professional development, which she clicks on and downloads. That email MUST have a call to action, and you MUST be able to track whether or not the prospect took it.
  • A few weeks later, the prospect gets another email offering something else free – perhaps a free archived webinar, which she then views (same thing with the call to action and tracking).
  • Next, she’s offered something she needs to pay for, perhaps a paid report or webinar on career development, which she chooses to buy (same thing with the call to action and tracking).
  • Then you offer her membership, with the offer focused on all the additional professional development-related content she’ll have access to if she joins.

Notice that the prospect is only being asked to join (marry you) after you’ve established that she’s actually interested, and she gets a membership offer that’s targeted to what *she’s* interested in, not something generic that’s mostly focused on what the association thinks is valuable.

Ideally, you will create MANY ladders of engagement based around all sorts of segments – source of lead, career stage, professional interests and needs, geographical location, past purchases, demographics, etc. You collect some of this data actively – you ask for it. Some of it you collect passively by observing and recording what people do and grouping them by demonstrated behaviors.

But in all of them, you start with something that’s of interest but is free and requires little  commitment to get, often just providing one’s contact information. If your lead does that, offer him something that asks a little more of him. It can be money, but it doesn’t have to be – maybe you just ask for some demographic information about him, or ask about his interest areas. You continue to do that for a few cycles, THEN ask her to marry you, once you both know it’s right.

The fantastic, really simple graphic of the ladder of engagement above is from Beth Kanter. On an unrelated note, you should read her blog and follow her on Twitter if you don’t already.

Membership 101: Lead Generation

Vulcans making first contact

Where does the membership relationship start?

It begins with lead generation.

People who might want to become members of your association have to find out that you exist.

Lead generation is first contact (and please tell me that somebody gets the reference in the photo accompanying this post so that I’m not the only nerd out here all by myself).

You are going to have to connect with a bunch of different people in order to find the ones who are the right match. Not everyone is a good candidate for membership.

It’s a lot like dating. To be more precise, online dating.

You need to throw a LOT of winks out there to produce several good online chats to produce a handful of great phone conversations to produce a few amazing dates to find someone you might want to spend a few months – or the rest of your life – with.

If you think of membership merely as a transaction, X dollars for Y services, then yes, you’ll probably have a lot of Mr. Rights. But those relationships will be shallow, without much commitment on either side, and thus easy to walk away from if the situation changes, for instance, if his employer stops paying his dues. “Eh, it was nice to have when it didn’t require anything of me, but now that I have to invest something, forget it.” Churn is the membership association equivalent of a booty call.

I’m urging you to think of membership as a real, deep, two-way, equal relationship. Just because someone is in or aligned with your profession or industry does not automatically mean she’s a good prospect for that type of membership relationship.

She might not be ready for or capable of that level of commitment. He might be looking for solutions to problems that you can’t reasonably provide. She might not really be into you, leading to a relationship that requires more investment of resources to maintain than it’s worth. He might have goals that contradict your mission.

Hold out for Mr. or Ms. Right. You do not want to be a booty call.

How do you do that? That will be the topic of the next post.

Image found here.

Membership 101: Recruitment versus Retention versus Renewal

Uncle Sam World War 2 I want you poster

Three great tastes that taste great together.

Recruitment, retention, and renewal are related, but they aren’t the same thing.

Recruitment is what you do to get people in the door of your association in the first place. It’s at least partially about sales, but it’s also about starting a relationship. When you recruit a member, you are both choosing to start a relationship with each other.

Retention, on the other hand, is about keeping members, nurturing those new relationships over the long term.

To quote Joe Rominiecki from ASAE’s Associations Now membership blog:

“Recruitment requires creativity, but retention demands authenticity. Any number of offers, incentives, or messages can convince someone to try out your association, but once they’ve experienced it for a year, it’s either good or it isn’t. Which makes the decision to renew a lot different than the decision to join.”

Association membership professionals tend to focus a lot of energy on recruitment, and that’s understandable because campaigns are fun, let you be creative, and are time-limited (that is, they have a start and an end). But retention is critical to long-term, sustainable growth. Recruitment, no matter how successful, without a strong retention relationship-buiding program, is like pouring water into a bucket with a hole in it. Pointless.

Renewal is a process. It’s the mechanics of retention, the glue that holds this cycle together. As such, it’s tactical, focused on answering questions like:

  • How many notices are you going to send?
  • When?
  • On what platforms/channels? (DO NOT only send emails.)
  • What offers are you going to make?
  • What messages are you going to use?
  • Who do you need to convince? (Your actual member may not be the only decision-maker.)

Retention is the goal. Renewal is the tactic you use to achieve that goal.

Image found here.

Membership 101: MVP

Theodore Levitt saying about people wanting a hole, not a drill

Not Most Valuable Player, Member Value Proposition

It may seem obvious to say this, but people have to choose to join your association. What are their other options?

  • Join a competitor non-profit
  • Join a competitor for-profit (yes, there are for-profit membership organizations)
  • Be a customer (that is, buy programs, products, and services a la carte rather than joining)
  • Self-organize (LinkedIn group, Facebook group, Slack channel, etc.)
  • Do nothing

Your answer to why they should choose you rather than one of these other things is your Member Value Proposition (MVP), that is the programs, products, and services you offer that are designed to help your members achieve their desired outcomes and solve their most pressing professional problems that also align with your mission.

Sounds simple, right?

The problem is, association professionals tend to define MVP from the association’s internal perspective: “How can we convince members to think what we’re doing is valuable?”

That’s backwards.

One, it inclines us to think in terms of lists of features rather than benefits:

A certification program is a FEATURE.

Holding the most recognized credential in the field that all the top employers demand and that will let you command a higher salary is a BENEFIT.

A member directory is a FEATURE.

The ability to locate local peers with whom you can collaborate to solve problems and discuss issues critical to your professional success is a BENEFIT.

Two, MVP, much like brand, is NOT defined by the association – it’s defined by the people we serve.

So rather than asking ourselves how to convince people to like what we have, we should be asking things like:

    • What are our members’ most important goals?
    • What are their most pressing problems?
    • What can we provide to help them?

That is, we need to be making what we can sell, not trying to sell whatever it is we’ve already decided we want to make.

How do you discover what your audiences’ most important goals and most pressing problems are? You ask, and pay attention to what people tell you. And “telling” you isn’t just survey responses – it’s also focus groups and interviews and emails and phone calls and hallway conversations at your events and offhand remarks and analyzing the data on their behavior (what do they open, click, read, share, like, recommend, BUY?) and paying attention to industry and larger socioeconomic trends.

Every staff member and every volunteer in your association needs to be a sponge for information about your audiences and needs to share what they learn as widely as possible. And then you need to act based on what you learn.

That’s how you ensure that your MVP is strong.

Levitt quote image found here.

Launching: Membership 101 Series

I’ve had several clients hire me recently to do webinars/presentations on basic concepts in membership. It occurred to me that other people might want this information, too. So I’m launching a series of blog posts designed to introduce readers to – or remind them of – key concepts in membership recruitment, engagement, retention, and renewal.

Over the coming weeks and months, I’ll address items like:

  • MVP – what is is and why does it matter?
  • Recruitment v retention v renewal – how do they relate to each other?
  • Lead generation – where do you find people?
  • Ladders of engagement – how to you draw them in?
  • Using data – when is the right time to ask people to join?
  • Learning why people joined – why does that matter?
  • Welcome series – what is it, and why is it important?
  • What is engagement (it may not be what you think)
  • Personalization – why does it matter, and how do you do it?
  • Role of volunteerism – how can good volunteer experiences boost retention?
  • Effective renewal cycles – what do they look like and how do they work?
  • Exit surveying – why should you do it?

Suggestions for other topics I’ve missed? Leave them in the comments.

 

Where are the YPs?

“How can I recruit young professional members if there are no young professionals entering our industry?”

I’ve been thinking about this question a lot recently, not least of which because I have a client that is in this EXACT situation. Their industry is blue collar, but it is also one with excellent career and salary prospects and a clear educational track. That track just doesn’t happen to include college.

Associations Now recently profiled an initiative by the Plumbing-Heating-Cooling Contractors Association focused on exactly this: recruiting young people into the industry.

I’d guess that PHCC and my client aren’t the only associations struggling with this.

One of the things that basic math tells us is that associations are in for a bit of a rough patch related to membership. The fact of the matter is that GenerationX, currently in their prime career and, thus, association membership target, years, is a smaller cohort than the retiring Baby Boomers and up and coming Millennials. And while the internet didn’t kill membership for the Xers (in fact, Xers join associations at higher rates than Boomers), we’re in the middle part of the narrow part of the hourglass. Which puts pressure on associations to hang on to retiring members longer and recruit young members earlier than we historically have.

On the “hang on to them longer” front, we are assisted by the fact that Boomers are retiring later, and far more partially, than their Silent Generation forebears. While what Boomers are looking for from their memberships and what they’re willing and able to contribute as members of our professional communities may shift, they aren’t hitting 65 and bolting out the door, gold watch in hand, to move to Florida and fish full time.

On the “recruit them earlier” front, though, we’re having more trouble, not least of which because, for some of us, young people aren’t showing up to our professions or industries in the first place.

What can we do about that?

Associations have enormous untapped advantages in filling the workforce pipeline for the professions and industries we serve:

  • We have direct connections to, and existing relationships with, employers, so we know what they need in entry-level and junior workers.
  • We own non-college certification and credentialing. No other sector has as much experience with this as we do.
  • We’re lightening fast, at least compared with hidebound higher education.
  • We know how to educate non-traditional students in non-traditional settings.

To learn more about what you association can do to help create your universe of future members, check out The Association Role in the New Education Paradigm, the latest Spark whitepaper, co-authored with Shelly Alcorn, CAE, Alcorn Associates Management Consulting. It includes case studies of associations that are doing good work in educating the next generation of professionals in their industries, and practical steps you can take right now to position your association for success in this critically important arena.

Get your free copy today at http://bit.ly/29CIquL.