October 22, 2015 A Guide to Setting Up Deliveries October 22, 2015/ Mallory A. Russell There are a number of different ways to get your Change.org supporters into your CRM so you can start the real work -- welcoming and cultivating them into your future advocates and donors. Below is a list of different delivery methods Change.org offers. Choose which method works best for you and your organization. No matter which way you decide to go, you’ll get the following information delivered: email address, first name, last name, address, city, state, postal code, and petition source code. Note that for organizations recruiting in the United States, we offer street address information when it’s available - generally for about 60-70% of your new supporters.Real-time deliveriesChange.org offers a direct API connection to a number of popular CRMs that allows your new supporters to be sent straight to your database immediately after they opt in to your campaign.As we talked about in our welcome series guide, the sooner you can get that first welcome email out to a new supporter, the better chance you have of converting them into a donor or advocate. So real-time deliveries are a great way to ensure you get the most engagement from your new supporters right off the bat.We have made it quick and easy to set up this API connection. All you have to do is provide a few field names and whitelist a few IP addresses, and we’ll do the rest! Once the connection is live, your client manager will send through a test supporter to make sure all the data is populating correctly in your systems. Real-time deliveries are best for:Organizations looking to “set it and forget it” when it comes to uploading their new supportersOrganizations using the following CRMs: Action Kit, Blue State Digital, Bucket Proxy, Civis, Convio, Iterable, Nationbuilder, Salsa, and Silverpop Organizations running multiple campaigns at onceOrganizations running campaigns that will be live and recruiting for more than a weekDon’t forget to take full advantage of this option and have your welcome series emails set to automatically send to all new supporters! Not sure what should be in those emails? Read more here.Manual deliveriesYou can choose to have your new supporters delivered in a CSV file that can be generated on any schedule that works for you and your organization: daily, bi-weekly, weekly, or any combination of the above.You’ll receive an email notification each time a file is ready to be downloaded by an administrator from your organizational profile. The files are available after 6am EST on the day of delivery. Talk to your client manager about setting up admin access and delivery schedules.Manual deliveries are best for:Organizations with limited staff resources when it comes to technologOrganizations without the ability to send an automated welcome messagOrganizations running campaigns that will be live for seven days or lesOrganizations with specific source code requirements that must be updated manuallOrganizations running phone campaignsAre you ready for your Change.org supporters?Here are a few key steps to take to make sure your CRM is in tip-top shape before adding your new supporters:Set up a group or tag specifically for Change.org-recruited supporters so you can track their performance and better calculate your long-term ROI, even once they begin receiving your regular stream of email communication. Not sure how to do this? Check with your CRMs support resources, as it can vary. Make sure you have your welcome emails written, formatted, and ready to be sent as soon as that first delivery comes through, regardless of which delivery method you chose. Advanced tip: Consider tagging your new Change.org supporters based on the subject of the petition they signed, so you know what aspect of your work they’re most interested in and can send them content tailored specifically to their previous actions.