Embedded Files
We use a combination of systems to track our analytics and we want to refine our infrastructure. We wish to create a dashboard to better track and make meaning of our various analytics.
Our systems
Our systems
See this page for more detail on systems
Google Analytics (pulls in lots of info such as web, social traffic)
Salesforce (CRM)
Aplos (bookkeeping)
Mailchimp (our email campaign data)
Stripe
How to pull donor/donation report:
Go to "payments" tab
"all payments"
"Export" button
choose date range
choose all fields
note: how to tell if donation is one-time or recurring: one-time "description" column says "Matter News", monthly donations that field is blank
Analytics dashboard
Analytics dashboard
Our volunteer Jonathan is working on a dashboard for us that will ultimately bring together audience, revenue, and other analytics.
Our new dashboard from a template: https://datastudio.google.com/s/kNXeaoYbEjI
source: Audience Explorer Dashboard
The dashboard we had created and used in the past, but haven’t kept up with
Tracking links and campaigns
Tracking links and campaigns
We want to create unique links to track where donations come from the following sources:
join button (website)
donate button (website)
Instagram
Facebook
Twitter
FindYourNews.Org
+note that we can make a unique link for each of these platforms for a specific campaign. For example, for NewsMatch21.
The Hub’s checkout app allows you to track donations using Salesforce campaigns. This is handy because then you can see how much your campaigns and other calls to action are worth in dollar terms.
To create a campaign ID:
Go to Salesforce
Click the Campaigns menu
Click the New button
Choose the type of campaign (if nothing quite fits, choose the best fit)
Enter a campaign name. Be descriptive. For example…
Instead of “Website” consider something like “Website header button”
Instead of “Popup” consider something like “April Coronavirus popup”
Instead of “End of year campaign” consider something like “2021 end of year campaign email #3 (non-donors)”
Complete the rest of the form. Be sure to mark it “Active”.
You can also choose a “Type”, change the status to “In progress”, and enter a start date.
If you plan to create several SF campaigns as part of a larger effort, consider creating a Parent Campaign first, like “End of year campaign 2020.” Then, when you create subsequent campaigns, add “End of year campaign 2020” in the Parent Campaigns…” field.
Click Save
A new page will load. Get the campaign ID from the url. It will look like a string of characters:
Copy that string and attach it to your donation url along with the &campaign= parameter. Example: https://checkout.fundjournalism.org/memberform?org_id=matternews&campaign=7015f000000MDtzAAG
You’re all set to start fundraising using this campaign.
Data
Data
See our master financial data here -- I am working on a better workflow and way of keeping this constantly up-to-date
Calendar 2020
Please share your direct audience metrics for 2020. If your organization publishes more than one website, please use combined figures.
Total average monthly unique visitors to all websites you produce 150
Total subscribers to all email newsletters you produce and distribute as of December 31, 2020 900
Total print run of any printed publication you create and distribute 0
Total print publications per year 0
Total reach of radio broadcasts you produce (indicate what metric/units you are using, such as households, viewer/listeners, or DMA) 0 -- 0
Total reach of television broadcasts you produce (indicate what metric/units you are using, such as households, viewers/listeners, or DMA) 0 -- 0
Total podcast downloads on average per month 0
Thinking about any third-party distribution, how many of the following types of publications, if any, published or aired your content regularly in 2020? If you maintain a list, please email it to index@inn.org.
Digital-native online 1
Newspaper in print or online 0
Magazine in print or online 0
TV outlet over the air or online 0
Radio outlet over the air or online 0
Podcast 0
Other, please specify 0 --
What was the total attendance for your 2020 events?
300
Assets and Liabilities Please estimate your organization's assets and liabilities as of December 31, 2020. Typical assets include cash, accounts receivable, prepaid insurance, investments, land, buildings, equipment. Typical liabilities are debt, money owed to vendors, and wages and taxes owed.
Total assets 4074.11
Total liabilities 0
Please estimate the percentage of your audience you reach by each of the following means. Note: The percentage figures must add up to 100%.
Direct distribution through your own digital, broadcast, or print channels 75
Third-party distribution through another outlet's digital, broadcast, or print channels 25
Expenses Please list total operating expenses, both personnel and non-personnel, for calendar year 2020, dividing total revenue into four categories: Editorial, revenue generation, technology, and general administration (such as rent, insurance, supplies, legal, and management costs). If you do not record expenses in this manner, it is OK to use estimates. If personnel divide their time between categories, please divide their cost between categories.
Editorial 9902.47
Revenue generation 1322.46
Technology 0
General administration 11094.61
Recurring contributions Approximately what percentage of your revenue from donations and membership combined comes in the form of monthly recurring payments?
42
How many members did your organization have as of December 31, 2020? Do not include donors who give on a recurring basis but are not part of a formal membership program. We are only interested in numbers of members in a formal program.
131
Donors How many donors did you have in each of the following categories during calendar year 2020 (excluding membership revenue)?
Small donors (less than $1,000) 250
Mid-range donors ($1,000-4,999) 0
Major gift donors ($5,000 or more) 0
Donors How many donors did you have in each of the following categories during calendar year 2020 (excluding membership revenue)?
Small donors (less than $1,000) 250
Mid-range donors ($1,000-4,999) 0
Major gift donors ($5,000 or more) 0
Earned Revenue (use gross revenue figures)
Advertising 0
Sponsorships and underwriting (non-events) 0
Events (including sponsorships, ticket sales) 150
Subscriptions 0
Syndication/commissions 400
Other earned revenue (such as fees, investment income) Specify source(s) 0 --
Contributions & Grants
Foundation grants 14195
Memberships 10628
Individual donations, small (less than $1,000) 14579.66
Individual donations, mid-range ($1,000-4,999) 0
Individual donations, major ($5,000 or more) 0
Other charitable contributions, specify source(s) 0 --
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