automate your way to success

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Slides presented by Joe Moran, Communications and Technology Director at Cyndi Lauper's True Colors Fund, at the January 2014 meetup of 501TechNYC. As nonprofit communicators, techies, and fundraisers, we're often expected to do a lot with very little — but that doesn't mean our digital relationships have to suffer. Join us to learn how free automation tools, such as IFTTT (If This Then That), can be used to reduce monotony, boost engagement with supporters, and strengthen the brand of your organization.

TRANSCRIPT

JOE MORANCommunications & Technology Director,True Colors Fund

@JoeSaidSo

#501TechNYC

AUTOMATE YOUR WAY TO SUCCESS (WITHOUT BEING A BOT)

INTRODUCTION

WHAT IS AUTOMATION?

Definition: 1. the technique of making an apparatus, a process, or a system operate automatically.

REASONS NOT TO AUTOMATE

“It’s inauthentic.”

“It’s spammy.”

“Bots are stupid.”

EXAMPLES OF AUTOMATION FAILS

EXAMPLES OF AUTOMATION FAILS

(I know her.)

EXAMPLES OF AUTOMATION FAILS

“Best Pizza Ever! Pan Pizza :)Keep up the good work guys!”

“So sorry about that!...”

IT DOESN’T HAVE TO BE THIS WAY

BENEFITS OF AUTOMATION

● Reduce Monotony ● Maintain Consistency● Extend Reach

THE ULTIMATE GOAL

Have the bandwidth to build meaningful relationships

WHAT IS IFTTT?

www.IFTTT.com

BUILDING BLOCKS: CHANNELS

www.IFTTT.com

THE TRIGGER (“THIS”)

THE TRIGGER (“THIS”)

THE TRIGGER (“THIS”)

THE TRIGGER (“THIS”)

THE TRIGGER (“THIS”)

IF “THIS” THEN...

THE ACTION (“THAT”)

THE ACTION (“THAT”)

THE ACTION (“THAT”)

“INGREDIENTS”

THE ACTION (“THAT”)

REVIEW

3 THINGS TO CONSIDER:

1. Frequency 2. Flexibility3. Feasibility

THE KEY: GET SPECIFIC

CONSISTENT MESSAGING

CONSISTENT MESSAGING

WORK AROUND SERVICE LIMITATIONS

WORK AROUND SERVICE LIMITATIONS

WORK AROUND SERVICE LIMITATIONS

BEFORE AFTER

KEEP THINGS IN SYNC

MAINTAIN CONSISTENT BRANDING

ARCHIVE CONTENT

ARCHIVE CONTENT

ARCHIVE CONTENT

IMPROVE INTERNAL COMMUNICATIONS

IMPROVE INTERNAL COMMUNICATIONS

AUTOMATE PHYSICAL WORLD

AUTOMATE PHYSICAL WORLD

AUTOMATE PHYSICAL WORLD

BROWSE FOR INSPIRATION

IFTTT’S LIMITATIONS

● Triggers don’t happen in real-time● Some channels are missing● Some have more features than others● One account per channel● Channels sometimes break

(or disappear)

BUT...

It’s free!

LET’S KICK IT UP A NOTCH

www.zapier.com

CREATE A ‘ZAP’

PREMIUM APPS

TWITTER IS MORE USEFUL

ADVANCED FILTERING

ZAPIER’S PRIMARY LIMITATION

DON’T BE ANOTHER BLURRY FACE

HOW NOT TO BE A BOT

● Use to supplement, not as a replacement● Enable notifications● Log in and interact with people● Don’t set it and forget it;

set it and check in on it.

SET UP TEST ACCOUNTS

THANK YOU.JOE MORAN

@JoeSaidSo

#501TechNYC

JOE MORANCommunications & Technology Director,True Colors Fund

@JoeSaidSo

#501TechNYC

AUTOMATE YOUR WAY TO SUCCESS (WITHOUT BEING A BOT)

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