The Best Way to Help Your Supporters Become Valuable Advocates for Your Work and Funding

This is a time when we need all hands on deck. There's so much need for nonprofits to advocate aggressively for the work that we do, and specifically for the government funding that supports our work. And nowhere is that more true than at the federal level.
I’ve shared a lot of thoughts recently about the number of ways that federal funding for safety net services is under attack, and the importance of engaging members of Congress to get them to do the right thing.
I'm also hearing from a lot of regular podcast listeners and the folks in my coaching programs that they're feeling pretty overwhelmed. And like, could you just keep it really short and simple? Gimme some tips. Tell me what I can do that will help me be more effective right now.
So I am answering the call. Today's quick tips are around how you can most efficiently, with a minimum of work, and a maximum of benefit and impact, engage your existing supporters to help them become effective and powerful advocates on your behalf.
In this episode, we share:
- The most effective ways to engage your supporters and ask for their help
- The simple messaging framework you can use to craft a short script for your supporters when they call their members of Congress
- The most important fact to understand about how members of Congress receive constituent calls
- The two things you must get right when engaging your supporters via text message
- How to ensure your supporters take the action you requested
- How to build your cadre of supporters who are excited about taking action
Links:
A Comprehensive Guide to Texting for Nonprofits
This article is a very useful source of information for how to run an effective texting campaign as a nonprofit, as well as the rules that govern texting campaigns. Note: this article was created by a third-party vendor that facilitates texting campaigns.
Help spread the word! If you found value in this episode, please share it with other progressive nonprofit leaders. Thanks!
00:00:00.000 --> 00:00:02.669
You're listening to the Nonprofit Power Podcast.
00:00:02.990 --> 00:00:10.292
In today's episode we share the best way to help your supporters become effective and powerful advocates on your behalf.
00:00:10.532 --> 00:00:11.823
So stay tuned.
00:00:18.000 --> 00:00:27.070
If you want to have real and powerful influence over the money and policy decisions that impact your organization and the people you serve, then you're in the right place.
00:00:27.649 --> 00:00:40.630
I'm Cath Patrick, and I've helped dozens of progressive non profit leaders take their organizations to new and higher levels of impact and success by building powerful influence with the decision makers that matter.
00:00:41.250 --> 00:00:56.630
It is possible to get a critical mass of the money and policy decision makers in your world to be as invested in your success as you are, to have them seeking you out as an equal partner, Bringing opportunities and resources to you.
00:00:57.240 --> 00:00:59.380
This podcast Will help you do just that.
00:00:59.840 --> 00:01:02.780
Welcome to the nonprofit power podcast.
00:01:08.280 --> 00:01:09.209
Hey there folks.
00:01:09.370 --> 00:01:12.340
Welcome to another episode of the Nonprofit Power Podcast.
00:01:12.430 --> 00:01:13.689
I'm your host, Kath Patrick.
00:01:14.019 --> 00:01:20.620
I'm so glad you're here for today's episode because this is a time when we need all hands on deck.
00:01:21.069 --> 00:01:30.579
There's so much need to advocate aggressively for the work that we do, and specifically for the government funding that supports our work.
00:01:31.120 --> 00:01:33.760
And nowhere is that more true than at the federal level.
00:01:34.552 --> 00:01:45.635
We've talked a lot in recent episodes about the number of ways that federal funding for safety net services is under attack, and the importance of engaging members of Congress to get them to do the right thing.
00:01:46.397 --> 00:01:56.537
I'm also hearing from a lot of regular listeners and the folks in my coaching programs that they're feeling pretty overwhelmed and like, could you just keep it really short and simple?
00:01:56.927 --> 00:01:57.798
Gimme some tips.
00:01:57.828 --> 00:02:01.608
Tell me what I can do that will help me be more effective right now.
00:02:02.265 --> 00:02:04.004
So I am answering the call.
00:02:04.421 --> 00:02:20.429
Today's quick tips are around how you can most efficiently, with a minimum of work, and a maximum of benefit and impact, engage your existing supporters to help them become effective and powerful advocates on your behalf.
00:02:21.179 --> 00:02:21.929
So here we go.
00:02:22.996 --> 00:02:23.045
Mhm.
00:02:23.913 --> 00:02:32.679
With all the threats to federal funding, what we absolutely know is that we have got to get every single member of Congress on our side that we possibly can.
00:02:33.308 --> 00:02:39.649
And so for each direct service Nonprofit, that means taking a look at your congressional delegation.
00:02:40.098 --> 00:02:45.709
For most of you, that is one member of the US House representatives and your two US senators.
00:02:46.283 --> 00:03:00.341
In some cases, if you have a pretty large geographic area that you serve, or if you are in a densely populated urban area, you may find that you have multiple members of Congress whose districts overlap with your service area.
00:03:00.950 --> 00:03:08.057
In those situations, you want to engage all the members of Congress whose districts touch on your service area.
00:03:08.448 --> 00:03:09.901
So you may have a longer list.
00:03:10.420 --> 00:03:12.520
For many Nonprofit leaders it's gonna be three.
00:03:13.377 --> 00:03:21.377
Whatever the number is, the good news is that organizing your supporters to engage those members of Congress is the same.
00:03:21.962 --> 00:03:26.073
And it can be really simple, really efficient, and that's the goal.
00:03:26.402 --> 00:03:28.772
You haven't got a lot of extra time or bandwidth.
00:03:28.853 --> 00:03:35.592
I know you don't, so I want to make this as streamlined as it possibly can be, and still be super effective..
00:03:36.485 --> 00:03:43.312
When you're organizing large numbers of people to convey a message to their member of Congress, simple is better.
00:03:43.893 --> 00:03:48.453
We're not trying to make it super complicated and explain all the nuances.
00:03:48.693 --> 00:03:52.752
You're just trying to say, please do this, please don't do that.
00:03:53.182 --> 00:03:54.862
Here's the action we want you to take.
00:03:54.907 --> 00:03:55.487
Here's why.
00:03:55.985 --> 00:03:56.616
And that's it.
00:03:57.498 --> 00:04:12.544
And the thing to understand about how constituent calls to Congress are received, is that basically, all they're doing on the receiving end is they're counting, they're just making check marks in the for and the against column of the thing that you're calling about.
00:04:13.174 --> 00:04:22.564
They're not sitting there taking detailed notes on all the points you made, and your very well crafted explanation of why they should do the thing they should do.
00:04:22.834 --> 00:04:23.853
That's not what they're doing.
00:04:23.884 --> 00:04:25.903
They're just saying, yep, that one's a for.
00:04:25.923 --> 00:04:27.783
That one's an against Boopty, boop.
00:04:27.783 --> 00:04:30.338
We count'em up at the end of the day, and that's that.
00:04:31.230 --> 00:04:33.091
That's the environment you're working in.
00:04:33.451 --> 00:04:37.208
That works for you when you're trying to organize your supporters.
00:04:37.478 --> 00:04:51.053
Because for maximum benefit for everyone concerned, for you in terms of conserving your time and energy, for your supporters in terms of conserving their time and energy and making this as easy as possible for them to do.
00:04:51.473 --> 00:04:53.483
The mantra is keep it simple.
00:04:54.218 --> 00:05:02.048
So our job is to give our supporters simple messaging that they can use, and easy instructions for how to use it.
00:05:02.627 --> 00:05:05.507
The easier we make this, the more people will do it.
00:05:06.528 --> 00:05:08.144
Here's your simple messaging framework.
00:05:08.661 --> 00:05:13.870
And because mostly what we're advocating on at the federal level right now is around funding.
00:05:14.290 --> 00:05:15.911
I'm gonna focus the messaging there.
00:05:15.911 --> 00:05:18.911
But you could adapt this for any other circumstance.
00:05:19.031 --> 00:05:20.110
The concept is the same.
00:05:20.954 --> 00:05:25.387
What you're doing is you're calling out by name, the piece of policy that you care about.
00:05:25.747 --> 00:05:29.497
You're calling out by name, the services that are involved.
00:05:30.017 --> 00:05:33.317
And you're asking for an action from the member of Congress.
00:05:33.891 --> 00:05:35.350
So it would go like this.
00:05:35.874 --> 00:05:47.528
Protect ABC program slash funding that allows XYZ services to be provided to the members of our community, right here in name of town or name of state.
00:05:48.184 --> 00:05:51.574
Please oppose any cuts to ABC federal funding.
00:05:52.350 --> 00:05:53.007
That simple.
00:05:53.480 --> 00:05:54.440
It's two sentences.
00:05:54.620 --> 00:05:55.190
That's it.
00:05:55.918 --> 00:05:58.468
Very brief and simple message that's to the point.
00:05:59.274 --> 00:06:03.564
And then here's how you make it easy for your supporters to take action.
00:06:04.148 --> 00:06:06.930
Your ask to them is also simple.
00:06:07.593 --> 00:06:10.444
Basically, please make three phone calls.
00:06:11.254 --> 00:06:24.168
And with your supporters, it's always gonna be three because no individual person lives in more than one congressional district, and we want them calling their own US House of Representatives member.
00:06:24.168 --> 00:06:26.718
We don't want them calling somebody whose district they're not in.
00:06:26.927 --> 00:06:29.358
'cause that really gets paid close attention to.
00:06:29.838 --> 00:06:35.447
If somebody's calling from outside the district, it's like, yeah, well thanks for sharing, but they don't really want to hear about it.
00:06:35.778 --> 00:06:40.350
So they wanna identify themselves as being in that district.
00:06:41.153 --> 00:06:44.161
So any given supporter is only gonna need to make three calls.
00:06:44.880 --> 00:06:49.324
Please make three phone calls, one to your rep, one to each of your senators.
00:06:49.954 --> 00:06:55.653
And then you give them the phone number for each of the three offices, and you give them the message you want them to convey.
00:06:56.244 --> 00:06:58.074
Two sentence script typically.
00:06:58.711 --> 00:07:02.471
And pretty much you use the same core message with all three.
00:07:03.278 --> 00:07:05.947
Then what you're gonna do, you got your two sentence message.
00:07:06.218 --> 00:07:19.329
You're gonna probably add one tailored line for each member of Congress that is being called, based on their recent actions with respect to your federal funding or whatever else you're advocating on.
00:07:20.394 --> 00:07:25.113
So in this case it might be their vote on the House budget bill that just passed.
00:07:26.014 --> 00:07:36.040
In the case of the budget bill, a vote for it was a bad thing and a vote against it was a good thing, because it contained terrible provisions that would slash safety net programs.
00:07:36.521 --> 00:07:40.110
So if they voted for it, express your displeasure.
00:07:40.677 --> 00:07:43.668
I'm very disappointed that you voted in favor of the House budget Bill.
00:07:44.112 --> 00:07:51.762
Cutting funding for XYZ services will have devastating consequences for our neighbors in name of district or state.
00:07:52.074 --> 00:07:54.358
These services are vital to our community.
00:07:54.358 --> 00:07:56.218
I'm counting on you to protect them.
00:07:57.144 --> 00:07:59.418
Now if they voted against it, you thank them.
00:08:00.004 --> 00:08:01.653
And then you ask them to do more.
00:08:02.384 --> 00:08:04.423
Thank you for voting against the budget bill.
00:08:04.843 --> 00:08:10.754
Please do everything in your power to protect the vital ABC funding our community depends on.
00:08:11.290 --> 00:08:11.781
And you're done.
00:08:12.377 --> 00:08:12.898
That's it.
00:08:13.158 --> 00:08:14.088
That's your messaging.
00:08:14.815 --> 00:08:18.026
For phone calls, you are keeping it really short and sweet.
00:08:18.536 --> 00:08:24.146
Now, if somebody really wants to tell their personal story, then that's gonna be a letter or an email.
00:08:24.716 --> 00:08:26.815
But that's not really what you want them to do.
00:08:26.815 --> 00:08:29.396
What you really want them to do is just make those phone calls.
00:08:30.369 --> 00:08:33.009
So now how are you gonna tell your supporters to do this?
00:08:33.643 --> 00:08:37.739
We wanna organize all the people who support our work in the community.
00:08:38.188 --> 00:08:43.889
So that's our donors, that's our volunteers, that's our board members.
00:08:44.739 --> 00:08:52.058
Anybody who has raised their hand in support of our work in some kind of way, they are a candidate to be organized.
00:08:52.899 --> 00:08:58.967
And all we need is to have their email address or their phone number so that we can either email them or text them.
00:08:59.687 --> 00:09:00.197
That's it.
00:09:00.498 --> 00:09:01.008
That's all we need.
00:09:01.823 --> 00:09:08.004
Well, almost, there's some extra stuff involved in setting up a texting campaign, which I'll talk about in a minute.
00:09:08.453 --> 00:09:16.331
But in general, for the supporters that you've got contact information for, you're gonna send a direct communication to them, either text or email.
00:09:16.869 --> 00:09:24.196
And in that communication, you explain the situation in a short paragraph or two.
00:09:24.863 --> 00:09:27.322
Cause the bottom line is nobody reads.
00:09:27.802 --> 00:09:29.753
If it's too long, they're not gonna read it.
00:09:30.023 --> 00:09:32.972
You want to give them the TLDR version of it from the jump.
00:09:33.668 --> 00:09:38.375
So it might say, dear so-and-so, you know how important our services are.
00:09:38.375 --> 00:09:39.696
You've seen it firsthand.
00:09:40.326 --> 00:09:45.216
These vital services are under direct threat right now in the congressional budget process.
00:09:45.812 --> 00:09:50.133
And then you can add a couple of specific sentences about what that threat looks like.
00:09:50.769 --> 00:09:52.847
And then, we need your help.
00:09:53.447 --> 00:09:55.788
We need you to make three phone calls.
00:09:56.347 --> 00:10:00.427
This will only take five minutes of your time, but it is so important and it will really help.
00:10:01.140 --> 00:10:06.874
Please make these three phone calls by, and then you give a deadline and the deadline should be soon.
00:10:07.173 --> 00:10:08.524
Don't give'em two weeks to do this.
00:10:08.524 --> 00:10:13.018
Give them like, please make these phone calls by, and then like two or three days from now, max.
00:10:13.648 --> 00:10:18.028
Cause if you give them too much time, they just will never get to it and the email or text is gonna get lost.
00:10:18.697 --> 00:10:25.510
It's better to give them a short deadline of two or three days and then follow up to ask them again if they haven't yet done it.
00:10:26.388 --> 00:10:33.937
Please make these three calls by the deadline, and then reply to this text slash email to let us know you made the calls.
00:10:34.581 --> 00:10:36.337
And that's how you're gonna know that they did it.
00:10:37.268 --> 00:10:43.878
Now, ideally text is best because emails get lost and texts tend to get paid better attention to.
00:10:44.488 --> 00:10:47.457
But you do what you can, and you do what you have for a contact list.
00:10:48.427 --> 00:10:58.398
Typically, you can just embed the names of the three members of Congress, the phone numbers, and the messaging script right there in the body of the text or the email.
00:10:59.024 --> 00:11:10.344
If for any reason that doesn't work or you've gotten feedback that that's not what people like, you can always provide an attachment, or a link to basically a PDF that would have that same information on it.
00:11:11.327 --> 00:11:15.640
So some important caveats about using text messages for your campaign.
00:11:16.364 --> 00:11:18.884
You have to have permission to text the person.
00:11:19.451 --> 00:11:24.250
Do not include anyone in a mass text campaign whose permission you've not obtained.
00:11:24.798 --> 00:11:29.200
And you also have to include an optout option at the bottom of your texts.
00:11:29.477 --> 00:11:30.587
You see these all the time.
00:11:30.587 --> 00:11:34.168
When you get a text message, it just says to opt out, reply stop.
00:11:34.614 --> 00:11:35.573
Something simple like that.
00:11:36.673 --> 00:11:51.150
If you happen to have a bunch of mobile numbers for your supporters, but there's never been a process to gather their permission for you to text them as a group, or to text them at all, then you'll wanna put in place something that will allow you to do that going forward.
00:11:51.691 --> 00:12:05.671
So if you're not already doing so on your website forms and other places where you gather contact information, add a line where the person can indicate that they agree to receive occasional texts about important issues.
00:12:06.331 --> 00:12:09.301
And then include a reassurance that you will never spam them.
00:12:09.365 --> 00:12:10.015
It's always good.
00:12:11.115 --> 00:12:15.346
If you've never done a texting campaign before, and this is all sounding like a lot, don't worry about it.
00:12:15.346 --> 00:12:16.365
Just go with email.
00:12:16.681 --> 00:12:20.250
But I wanna steer you to a really helpful article.
00:12:20.880 --> 00:12:25.831
'cause I think text messaging campaigns are awesome and they work really well when they're done well.
00:12:26.071 --> 00:12:39.953
So if you're interested in learning more about that and how to be more effective at it, there's a great article that's on the interwebs that will walk you through all of the basics of how to do this well and the rules about getting permission and all of that.
00:12:40.224 --> 00:12:43.104
So I'm gonna link that up in the show notes and you can check that out.
00:12:43.748 --> 00:12:52.148
Now, one disclosure about that is that article is put out by, a company that provides text messaging campaign services.
00:12:52.418 --> 00:12:56.618
But you can just ignore that part and read the content'cause it's really quite helpful.
00:12:57.503 --> 00:13:04.913
And honestly, it is pretty typical for nonprofits to use a third party app to facilitate mass texting campaigns.
00:13:05.462 --> 00:13:10.832
You get an app that will work with your CRM, whatever you're using, whether it's Salesforce or something else.
00:13:11.243 --> 00:13:16.273
If you're not already set up to do this, that will be a really good thing to explore when you've got time.
00:13:16.732 --> 00:13:18.413
But in the meantime, just go with email.
00:13:19.293 --> 00:13:25.682
And certainly if you haven't obtained texting permissions from most of your supporters, then go with email for now.
00:13:26.306 --> 00:13:32.905
But if you're going for email, be sure your subject line says something like Urgent action needed, or something like that.
00:13:33.505 --> 00:13:35.995
It can't be oblique or it won't get opened.
00:13:36.873 --> 00:13:39.363
And then also building for the future.
00:13:39.363 --> 00:13:46.232
In your email include a message along the lines of, would you like to receive these occasional alerts via text instead?
00:13:46.773 --> 00:13:52.312
If so, please reply to this email with your mobile number and the phrase"yes to text alerts", or something like that.
00:13:52.942 --> 00:13:58.517
And then that way you'll begin to build those permissions when you're ready to do texting campaigns, if you're not there yet.
00:13:59.457 --> 00:14:00.682
Here's a thing to know.
00:14:00.863 --> 00:14:02.993
Expect that you'll need to follow up.
00:14:03.623 --> 00:14:08.740
So anyone who hasn't texted or emailed you back by the deadline, send a reminder.
00:14:09.289 --> 00:14:12.232
And it's probably gonna be a good chunk of those people.
00:14:12.832 --> 00:14:15.350
Not because they don't care.
00:14:15.909 --> 00:14:23.956
If they didn't take action right away, what it probably means is that they're like everybody else, which is they're completely overwhelmed.
00:14:24.782 --> 00:14:29.851
Half the time they don't even see half of their emails or maybe even their texts'cause there's just too much of it.
00:14:30.562 --> 00:14:41.961
But remember that everyone who cares about the work that you do and about all of safety net program services in general, about all of this vital work.
00:14:42.412 --> 00:14:47.467
Everyone who cares about this stuff is looking for what they can do to make a difference.
00:14:48.153 --> 00:14:53.799
Folks are universally horrified at what's happening and they're feeling helpless and powerless.
00:14:54.279 --> 00:15:07.982
When you reach out with something they can actually do that will be meaningful, that will matter in the larger scheme, but also right there in their community to help their neighbors and help protect services their neighbors depend on.
00:15:08.732 --> 00:15:10.889
That's a huge gift that you're giving them.
00:15:11.370 --> 00:15:14.220
To create that opportunity for empowered action.
00:15:14.759 --> 00:15:23.037
So never ever feel like you're imposing, or that you're asking too much, or whatever stories you've got going on in your head.
00:15:23.366 --> 00:15:24.447
You're giving them a gift.
00:15:24.777 --> 00:15:27.927
And similarly, when you follow up, when they haven't had a chance to do it.
00:15:28.476 --> 00:15:32.076
If you haven't heard back from them and you follow up, don't feel bad about that either.
00:15:32.076 --> 00:15:33.996
You're not nagging them, you're not harassing them.
00:15:33.996 --> 00:15:34.802
You're saying, Hey.
00:15:35.220 --> 00:15:38.427
Not sure you saw my first note, but really wanted to check in with you.
00:15:38.779 --> 00:15:39.763
This is super important.
00:15:40.126 --> 00:15:40.996
We'd really love your help.
00:15:41.399 --> 00:15:42.356
Can you please do this?
00:15:43.167 --> 00:15:51.090
The more constituent voices that are being raised with members of Congress to say, Hey, we're paying attention.
00:15:51.240 --> 00:15:52.440
We don't like this.
00:15:52.590 --> 00:15:54.179
We want you to do this differently.
00:15:54.240 --> 00:15:58.340
You need to do X, Y, and Z to protect the people in our community.
00:15:58.860 --> 00:16:00.210
The more impact it has.
00:16:01.019 --> 00:16:06.706
Pressure is working, and the more of it we can generate, the more impact we can have.
00:16:07.586 --> 00:16:09.647
And the exciting thing is that.
00:16:10.522 --> 00:16:11.932
Well, there's a couple of exciting things.
00:16:12.292 --> 00:16:13.522
One, things are shifting.
00:16:14.162 --> 00:16:18.392
We gotta do a lot more to get them to shift more in the direction they need to go.
00:16:18.782 --> 00:16:19.981
But this is huge.
00:16:20.011 --> 00:16:35.552
And if you think about the collective power of all of the nonprofits in this country and all of the supporters that rally around the work that you do, collectively we have an enormous power as constituents.
00:16:36.152 --> 00:16:41.011
To move our members of Congress and to shift their thinking and to get them doing the right thing.
00:16:41.815 --> 00:16:45.325
Now, what's cool is that you can use this basic formula that I just gave.
00:16:45.865 --> 00:16:54.835
And anytime you want to get a lot of voices saying the same thing to your members of Congress, just change the messaging details to fit the situation, and you're good to go.
00:16:55.254 --> 00:17:01.498
This is a really simple, basic supporter engagement campaign that you can initiate at the drop of a hat.
00:17:02.038 --> 00:17:06.087
It takes very little preparation, very little work, very little time.
00:17:06.657 --> 00:17:09.008
And the rewards can be enormous.
00:17:09.845 --> 00:17:17.106
When you do this on a somewhat regular basis, there will be some folks on your supporter list who will not engage for one reason or another.
00:17:17.616 --> 00:17:22.777
And if you want to, you can follow up with them and see if there's something you could have done differently that would've engaged them more.
00:17:22.777 --> 00:17:29.650
But for the most part, with limited bandwidth, focus on the ones who are engaging and ask them to engage more.
00:17:30.160 --> 00:17:44.105
Because what's really cool is that you'll start to develop a cadre of enthusiastic supporters who will be eager to get the next call to action, and they're gonna become your organizing force.
00:17:44.464 --> 00:17:53.577
And eventually you can ask them to start pulling in other friends and neighbors of theirs, to have them bring their own network in and to help build the campaign.
00:17:54.080 --> 00:17:59.750
There are ripple effects that will happen that you can't see right now, but they're out there waiting.
00:18:00.314 --> 00:18:05.983
But you gotta take the first step and start organizing your supporters to make their voices heard.
00:18:06.683 --> 00:18:11.273
Thanks for listening, and I'll see you in the next episode right here on the Nonprofit Power Podcast.