higher ed boot camp: review of new features

NetCommunity New Feature ReviewMargo Anderson – Internet Solutions Client Manager

Margo Anderson, Client Manager | Page #1 © 2008 Blackbaud

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© 2008 Blackbaud

� Remove distractions from your environment� Close mail or other programs you may have opened other

than Live Meeting� Respond to the polls and questions� Raise your hand electronically to ask a question

“Netiquette”


� Raise your hand electronically to ask a question� Mute your phone

Today’s Session Agenda

• Introductions• New Features

• Scheduled Emails• Conditional Email Content• Events Calendar


• Directory• Content Comparison• User Interface• Common Form

• Questions

About the Host

Margo Anderson� Internet Solutions Client Manager

• Manager of Blackbaud’s internet solutions service bureau offering (Data Management Services for Internet Solutions)

Passionate about online fundraising


� Passionate about online fundraising and email marketing

� 5 years of experience working with Blackbaud NetCommunity

� Loves the outdoors!

Scheduled Emails


Scheduled Emails

� Ability to send out emails on a recurring basis to email lists

� Email lists can be based on:• Raiser’s Edge constituents (ie. dynamic/static queries)


• Raiser’s Edge constituents (ie. dynamic/static queries)• NetCommunity Users• Imported Lists• User defined lists

Scheduled Emails: How To...

� Create your email list in BBNC (Constituent, NetCommunity Users, Imported List, etc.)

� Create an email template (tip: use merge fields to personalize!)


Scheduled Emails: How To...

� Create your scheduled email!


Scheduled Emails: Tips

� Base your scheduled email on a dynamic query in The Raiser’s Edge

� Use this feature to recognize dates like birthdays or anniversaries (like the anniversary of their first gift)


anniversaries (like the anniversary of their first gift)

� Turn your scheduled email into a marketing strategy:• Send out a “welcome” when a user first signs up• Follow up after 1 week asking them to complete a full profile• Follow up after 2 weeks sharing more info about the annual campaign• Follow up after 3 weeks asking for an online donation

Conditional Content


Conditional Content

� Ability to customize content (message/images/links, etc.) in an email message, for a query or email list.


or email list.

� Can be used in messages, templates, newsletters, etc.

Conditional Content: How To...

� In the email editor click the “Insert Conditional Content” button

� Name your conditional block� Add one/many conditions to


� Add one/many conditions to your condition block (below) –click “Add Condition” (note: there is a default condition if no other condition can be met)


� Create your condition type (Raiser’s Edge query or BBNC list) and content



� Your condition block will end up looking like this:


� Order conditional statements using the blue arrows. Note: only one piece of conditional content will display.


� Once you send, you can view results for each condition:


1. Goal: Better engage constituents and build relationship2. Create RE Queries on Message Segments (Alumn,

Faculty Member, Board Members)3. (Optional: Create BBNC Email Lists related to each RE

Conditional Content – Example: Welcome


Query)4. Create Welcome Message Content for each segment5. Create Email Message6. Setup Conditional Content for each segment.

Conditional Content – Example: Welcome


Directory


Directory Update

With the Directory part, you can publish directories that pull information from queries in The Raiser’sEdge. For example, a query can include alumni who graduated in a specific year. In version 6.15, users can now click a column heading in the directory results to sort the information in ascending or descending alphabetical order. To view all directory results, users can click Expand All.


Event Calendar


Event Calendar Update

Event Calendar� You can now Import Multiple Events to add multiple

events to the calendar at once. � On the Select import file screen, in the File field, users

browse to a *.csv file that contains header columns and the


browse to a *.csv file that contains header columns and the values to import. Only the Start Date, End Date, and Event Title fields are required.

Event Calendar Update

Event Calendar Group� For each calendar you include in the group or highlights, you

can select color and icons for the events in the group


Content Comparison (an oldie, but a goodie)

� With the Content Comparison part, you can measure the effectiveness of different appeals to your website users.

� How to…• Create up to 6 Formatted Text and Images parts to promote an

event . • Create the Content Comparison part and add the parts and select a


• Create the Content Comparison part and add the parts and select a target page, such as a page with an event registration form.

• Place the Content Comparison part on a page.• It randomly displays the Formatted Text and Images parts to website

users and tracks the click-through rate to the target page.

• The comparison continues until enough users click through to the target page for the Content Comparison part to achieve statistical significance.

Common Form Demonstration


A Word From Our SponsorDMS for Internet Solutions allows nonprofits with our Internet products to offload recurring, ongoing functions associated with web/email management and day-to-day operations.

Data Services Email Management• Assistance in processing Blackbaud

NetCommunity transactions within The Raiser’s Edge.

• Configuring The Raiser’s Edge to support new Blackbaud NetCommunity parts

• Reporting and List Generation Services

• Segmentation and list preparation• Split testing• Copy editing (including conditional email

content)• Email template development• Email testing


• Reporting and List Generation Services • Email testing• Opt-out and Bounce management

Content Management Online Strategic Oversight• Copy editing• Create new pages and templates• Configure and style Blackbaud NetCommunity

parts• Maintain and update information architecture• Refresh content and images (i.e., replace

expired content)

• Share Blackbaud NetCommunity best practices in relation to the organization’s audience and organizational priorities

• Provide quarterly updates of internet trends and evolving technologies that impact the organization’s business objectives

• Maintain web presence on the leading-edge of solution functionality

• Distribute monthly analytics reports of relevant web and email metrics

higher ed boot camp: review of new features

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