You want to engage and delight your members. To do that, try using integrated marketing and communications in your annual strategic planning.
Business woman looking at project calendar for Map Out Your Message

Mainstreet REALTORS® is a 19,000-member association in the vast Chicago suburbs. With so many members to reach and engage on a wide variety of topics and goals, effective communications can be challenging. If you run a small or even medium-sized association, you might view your challenges differently. But every REALTOR® association can benefit from a holistic approach to communications planning.

When I was in graduate school, we studied IMC, or integrated marketing communications. At the heart of IMC is the belief that communications and marketing aren’t all that different; they’re two sides of the same coin. For our associations, this is especially relevant. We don’t have time to figure out where communications end and marketing begins. Besides, I would contend that—in my honest opinion—all associations are essentially marketing organizations.

Whether we realize it or not, we’re constantly trying to persuade current and prospective members of this simple truth: The more they put into their association in terms of their own participation, involvement and engagement, the more they’ll get out of it. The value of our value proposition depends in part on them. But we have to reach them and gain their attention first.

That means going to where they are (using the right channels) and speaking in a language that’s relevant (using the right words) to connect.

With these goals in mind, let’s look at the basic steps of building a comprehensive communications and marketing plan for your association. (I’ll throw in some examples from Mainstreet at no extra charge.)

Step 1: Define Your Goals and Objectives

Mainstreet REALTORS® at a young professionals event

Using your strategic plan as your top-level guide, ask yourself: What do you want to achieve through your communications and marketing efforts? For example, are you looking to increase membership, promote events or raise awareness about an issue? The answer is probably all three plus a few more. By clearly defining the goals you want to achieve, you can tailor your communication strategies to meet these objectives effectively.

At Mainstreet, we’re typically marketing four distinct categories:

  1. Events: Networking, usually with a learning component
  2. Education: Classes and designation courses
  3. Benefits: Those included with membership, such as forms, technology and safety apps, and optional discounts on tools like customer relationship management and transaction management platforms
  4. Issues: Local, state and national issues members should know about

Some of our communications are combinations. For example, we now offer a popular CRM at a deep, members-only discount, along with free training on business planning and goal setting, including how to set up and use the CRM. Any member can take the training without buying the CRM. Our primary target for this program is newer members who have done at least one transaction—which brings up our next step.

Step 2: Identify Your Target Audience

Are you targeting new agents, brokers, top producers? Identifying those audiences and understanding their needs, preferences and communication channels will help you create targeted messages that resonate with them.

At Mainstreet, we’ve broken our membership down into six groups, based on where members are in their real estate careers, and designed programming specifically for each.

The cohorts are:

  • Exploration
  • Mid-career
  • Career change
  • Late career
  • Established
  • Withdraw

We create communication mini-plans (pathways) with specialized education and offerings to help members succeed and thrive as they progress through their careers. Most members probably don’t realize it, but they’re all part of a target audience, fitting within one of these cohorts.

Step 3: Conduct a Communications Audit

Before developing your full plan, it’s helpful to conduct a communications audit to assess your current efforts. Evaluate your organization’s existing communication channels, messaging and branding to identify areas for improvement. This audit will help you identify gaps in your communications strategy and develop a plan to address them effectively.

A couple of years ago, we hired an expert to develop and conduct a comprehensive communications audit for Mainstreet. It involved more than 70 hours of Zoom interviews with members and staff. The audit confirmed we were on the right track in many areas but off-target in others—especially coming out of the COVID-19 pandemic, since members’ expectations for education and networking had shifted dramatically. Most members wanted a Zoom option for education but still favored live events for networking.

Mainstreet REALTORS® at LGBTQ+ Real Estate Alliance event
Mainstreet shares news from its allied partners, including the LGBTQ+ Real Estate Alliance.

Step 4: Develop a Content Calendar

A content calendar is a crucial tool for planning and organizing your communication efforts throughout the year. Create a calendar that outlines key events, campaigns and initiatives that you want to promote. Include important dates, deadlines and milestones to ensure that your communication efforts are timely and relevant. (See the section One More Piece of Advice in "Cutting Through the Noise.")

At Mainstreet, our allied partners—the multicultural real estate groups like the National Association of Hispanic Real Estate Professionals, Asian Real Estate Association of America, National Association of Real Estate Brokers, LGBTQ+ Real Estate Alliance and Women’s Council of REALTORS®—are very important to us. We strive to support their events and include them in ours. This takes extra planning, but it’s well worth it. 

Of course, things will come up during the year that you hadn’t planned for, especially in these rapidly evolving times. But at least you’ll have two-thirds to three-quarters of your year mapped out ahead of time.

Step 5: Choose the Right Communication Channels

Selecting the right communication channels is essential for reaching your target audience effectively. Consider using a mix of traditional and digital channels—such as email newsletters, social media, websites and print materials. At Mainstreet, we also employ texting and automated voice calls to members. Tailor your messaging and content to fit each channel’s unique requirements and engage with your audience effectively.

This is perhaps the most difficult challenge because one size does not fit all. Different members have different needs and wants for how they wish to be reached. Your communication audit and ongoing listening efforts can help. One thing’s for sure, though: Email is now considered white noise. Readers tend to tune it out. So, if you’re relying almost solely on email to reach your members, you’ll want to diversify.

Woman cupping ear to listen, how are you listening to members?

How Are You Listening to Members?

To keep a pulse on what members are thinking and feeling, at Mainstreet we use a two-way communication program called Listen360. Here’s how it works. 

After a member interacts with our website, talks with staff via web chat or calls into the association, the member is served up a two-question Listen360 survey via email. Based on the member’s response, staff may follow up with a personal email or phone call.

The system will trigger an email or call if a member previously rated us between an 8 and a 10 and then rated us lower the next time. The biggest point in Listen360 is that we are listening to our members, and they always seem surprised and appreciative when someone from the association actually reaches out. More often than not, when rating Mainstreet less than an 8, the member just needs clarification and a personal touch. 

We share positive member comments about Mainstreet with our staff and board. With negative member comments, we work to try to solve the issue and may even use suggestions to build future programs and services. 

Listen360 also gives us our NPS, our net promoter score. It’s a constantly changing measure of member satisfaction, which we track monthly through our Mainstreet Dashboard infographic.

Step 6: Create Compelling Content

Compelling content is essential for capturing your audience’s attention and driving engagement. Develop high-quality, relevant content that educates, informs and entertains your target audience. Use a mix of text, images, videos and infographics to create engaging content that resonates.

No matter the size of your association, you can leverage low-cost tools such as Canva, Constant Contact and SurveyMonkey for both content creation and feedback (for more, see “The Right Tools, Right Now” in the Fall 2024 issue).

Anything you can do to leverage existing content and repurpose it to extend its reach across multiple channels saves time and money.

One thing we do at Mainstreet is scheduling time in the video studio when the president is at headquarters. We’ll often shoot parts of two or three videos to take advantage of her schedule, then edit them later as deadlines dictate. Having your comprehensive plan and calendar helps, assuming you have several events to promote as the year unfolds.

Mainstreet REALTORS® at annual Capitol Conference
Events for young professionals and advocacy opportunities like the annual Capitol Conference are among the many offerings for Mainstreet members based on career stage and interest.

Step 7: Monitor and Measure Your Results

Monitoring and measuring your communication efforts are crucial for evaluating your plan’s effectiveness and making necessary adjustments. Use key performance indicators such as website traffic, social media engagement, email open rates and event attendance to track your progress and identify areas for improvement.

We have a multipage infographic—called Mainstreet Dashboard—updated for every board meeting with our latest KPIs, including all of the above. We also will resend targeted emails depending on open rates. If the initial open rate was low, we’ll resend at a different time and with a different subject line. Often, this boosts engagement and, in the case of events or education promotions, helps us reach our registration goals.

Step 8: Evaluate and Adjust Your Plan

At the end of the year, evaluate your communications plan performance against your goals and objectives. Identify what worked well and what could be improved, and use this feedback to adjust your plan for the following year. Continuously refine your communications strategy to ensure that it remains relevant and effective.

Sometimes, perhaps often, things come up that cause you to change your plans. That’s OK. Whatever it is, you can plug-and-play. For example, for much of 2024, we shifted our overall focus to the National Association of REALTORS® settlement and what members could and should do to adjust to the new practices (see “The Big ReThink” in the Summer 2024 issue). But we still used the same techniques for effective communications planning.

Final Thoughts

Creating an annual communications plan requires careful preparation, strategic thinking and ongoing evaluation. By following these principles, you can engage with your target audiences, promote your organization effectively, and drive success for you and your members. Remember to stay flexible, adapt to changing trends and continuously refine your communications strategy to stay ahead of the curve.

John Gormley 2021 AEC Headshot

Author John Gormley, RCE, CAE, is CEO of Mainstreet Organization of REALTORS® in Downers Grove, Ill.