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Harnessing Blackbaud NetCommunity to Engage Alumni, Donors and the Community

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Michael Fenton
Michael Fenton

In this presentation, I was demonstrating our platforms for Alumni, Community and Donor Engagement and well as demonstrating tips, tricks and hacks to help you get the most of your NetCommunity Installation. We discussed some of the tricks used to build a NetCommunity User Community as well as demonstrated how to get NetCommunity working with other systems and discussed and demonstrated some other tricks, tips and hacks to get NetCommunity to help power some of your Alumni, Community and Donor Engagement strategies. This was presented at Blackbaud Conference 2014 - Sydney, Australia in the Higher Education Stream - Visit http://www.blackbaud.com.au/bbcon for more details

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Harnessing Blackbaud NetCommunity to Engage Your Alumni, Donors and the Community: A Case Study PRESENTED BY MICHAEL FENTON ADVANCEMENT SERVICES MANAGER, UOW #bbconAU 1
TWEET ABOUT YOUR SESSION @m_fenton #bbconAU #bbconAU 2
FIRSTLY, OUR OBJECTIVES Using NetCommunity for Email Distribution Using NetCommunity for Alumni Business Directory Using Janrain for Social Sign-On into NetCommunity #bbconAU 3
AND SOME MORE OBJECTIVES.. Using NetCommunity for Surveys Using Staff Notifications in NetCommunity Using NetCommunity for Service Provisioning #bbconAU 4
USING NETCOMMUNITY FOR EMAIL DISTRIBUTION #bbconAU 5
MANAGING CONDITIONAL CONTENT Through our Alumni Opinion Survey it was identified that our graduates wanted to hear news related to them, not everything that was happening in the University We looked to redesign the Quarterly eNews to meet this, and we found that Conditional Content allowed us to present content based off a set of queries, which could be based off any field or segmentation and then send along relevant content to that cohort. We discovered early on that once a constituent met the criteria it would no longer process. (eg. If you were to say where Faculty one of Business, but they had both Business and Engineering, and Engineering had already run, they would no longer be considered) #bbconAU 6
MANAGING CONDITIONAL CONTENT #bbconAU 7
MANAGING CONDITIONAL CONTENT #bbconAU 8
USING NETCOMMUNITY FOR THE ALUMNI BUSINESS DIRECTORY #bbconAU 9
THE ALUMNI BUSINESS DIRECTORY The Alumni Business Directory was setup to enable our graduates to display information regarding their businesses online We could make certain attributes public for constituent records, where they had elected to make this information public. eg. Alumni Business Directory Description, Alumni Business Directory - Benefit We could elect when a profile had been moderated and available for public viewing Alumni Business Directory = Yes We could then make a Directory of these Public Profiles, and a Profile View for Individual Records #bbconAU 10
USING THE DIRECTORY PAGE PART #bbconAU 11
SEARCH RESULTS FROM THE DIRECTORY PAGE PART #bbconAU 12
USING PROFILE DISPLAY TO DISPLAY RESULTS #bbconAU 13
USING JANRAIN FOR SOCIAL SIGN-ON INTO NETCOMMUNITY #bbconAU 14
SOCIAL SIGN-ON We were finding a reluctance for our supporter community to regularly use and interact with NetCommunity Given that we were about to make a major push with the Alumni Opinion Survey we needed a simpler sign up process, and make the login process easier for our supporter community. At Blackbauds Sydney User Group in 2013 there was a discussion around the difficulty with login and someone suggested using Janrain for Social Integration The setup process was fairly easy with the service ready in under a day all launched from NetCommunity #bbconAU 15
JANRAIN Once the Janrain Account is established, youre then able to setup your integrations into each of the Social Providers youd like to use Youll need to have accounts with most of the providers and setup some Developer Options, but its quite a nice guided process from Janrain. From the Janrain Site, youre able to see statistics about how frequently its being used and which providers are being used the most #bbconAU 16
NETCOMMUNITY AND JANRAIN NetCommunity will register every Social User with username prefixed with SocialWeb_ (eg. SocialWeb_123) Once the Social Account is established, your supporters can then change their Username and Password (if permitted by your site settings) as part of a Profile Update Form This reduces the Username and Password support queries, as most people would be more likely to remember their Facebook or LinkedIn Username and Password than their UOW Community Username and Password. #bbconAU 17
USING NETCOMMUNITY FOR SURVEYS #bbconAU 18
GENERAL FORMS Were still doing a number of Forms which must be available for public use, in those cases were using Forms, Form Display Parts and the NetCommunity Form Collection #bbconAU 19
ALUMNI OPINION SURVEY The Alumni Opinion Survey needed the data provided by the graduate via the form, but also linked to their personal details so that we could match various themes against known data like Faculty, Age, etc. We needed them to login, so this also became a NetCommmunity User Registration Drive! Users would be guided to register via Social Media or Traditional Registration, and as the form was limited to provisional members, once registered they would be able to answer the opinion survey The NetCommunity Registration didnt need to be rushed as they had already submitted their survey. #bbconAU 20
USING NETCOMMUNITY FOR NOTIFICATIONS #bbconAU 21
NETCOMMUNITY STAFF NOTIFICATIONS How often are Event and Development Staff asking Have we had any new Event Registrations or Have we had any new Donations? Staff Notifications are the answer to that problem #bbconAU 22
EVENT NOTIFICATIONS #bbconAU 23
DONATION NOTIFICATIONS #bbconAU 24
USING NETCOMMUNITY FOR SERVICE PROCESSING #bbconAU 25
USING PROFILE UPDATE FORMS FOR SERVICE PROCESSING Profile Update Forms are a great way of moving data back into Raisers Edge for further processing #bbconAU 26
QUESTIONS AND ANSWERS? #bbconAU 27
TWEET ABOUT YOUR SESSION @m_fenton #bbconAU Follow #blkbnc for more NetCommunity tips afterwards #bbconAU 28

More Related Content

Harnessing Blackbaud NetCommunity to Engage Alumni, Donors and the Community

  • 1. Harnessing Blackbaud NetCommunity to Engage Your Alumni, Donors and the Community: A Case Study PRESENTED BY MICHAEL FENTON ADVANCEMENT SERVICES MANAGER, UOW #bbconAU 1
  • 2. TWEET ABOUT YOUR SESSION @m_fenton #bbconAU #bbconAU 2
  • 3. FIRSTLY, OUR OBJECTIVES Using NetCommunity for Email Distribution Using NetCommunity for Alumni Business Directory Using Janrain for Social Sign-On into NetCommunity #bbconAU 3
  • 4. AND SOME MORE OBJECTIVES.. Using NetCommunity for Surveys Using Staff Notifications in NetCommunity Using NetCommunity for Service Provisioning #bbconAU 4
  • 5. USING NETCOMMUNITY FOR EMAIL DISTRIBUTION #bbconAU 5
  • 6. MANAGING CONDITIONAL CONTENT Through our Alumni Opinion Survey it was identified that our graduates wanted to hear news related to them, not everything that was happening in the University We looked to redesign the Quarterly eNews to meet this, and we found that Conditional Content allowed us to present content based off a set of queries, which could be based off any field or segmentation and then send along relevant content to that cohort. We discovered early on that once a constituent met the criteria it would no longer process. (eg. If you were to say where Faculty one of Business, but they had both Business and Engineering, and Engineering had already run, they would no longer be considered) #bbconAU 6
  • 9. USING NETCOMMUNITY FOR THE ALUMNI BUSINESS DIRECTORY #bbconAU 9
  • 10. THE ALUMNI BUSINESS DIRECTORY The Alumni Business Directory was setup to enable our graduates to display information regarding their businesses online We could make certain attributes public for constituent records, where they had elected to make this information public. eg. Alumni Business Directory Description, Alumni Business Directory - Benefit We could elect when a profile had been moderated and available for public viewing Alumni Business Directory = Yes We could then make a Directory of these Public Profiles, and a Profile View for Individual Records #bbconAU 10
  • 11. USING THE DIRECTORY PAGE PART #bbconAU 11
  • 12. SEARCH RESULTS FROM THE DIRECTORY PAGE PART #bbconAU 12
  • 13. USING PROFILE DISPLAY TO DISPLAY RESULTS #bbconAU 13
  • 14. USING JANRAIN FOR SOCIAL SIGN-ON INTO NETCOMMUNITY #bbconAU 14
  • 15. SOCIAL SIGN-ON We were finding a reluctance for our supporter community to regularly use and interact with NetCommunity Given that we were about to make a major push with the Alumni Opinion Survey we needed a simpler sign up process, and make the login process easier for our supporter community. At Blackbauds Sydney User Group in 2013 there was a discussion around the difficulty with login and someone suggested using Janrain for Social Integration The setup process was fairly easy with the service ready in under a day all launched from NetCommunity #bbconAU 15
  • 16. JANRAIN Once the Janrain Account is established, youre then able to setup your integrations into each of the Social Providers youd like to use Youll need to have accounts with most of the providers and setup some Developer Options, but its quite a nice guided process from Janrain. From the Janrain Site, youre able to see statistics about how frequently its being used and which providers are being used the most #bbconAU 16
  • 17. NETCOMMUNITY AND JANRAIN NetCommunity will register every Social User with username prefixed with SocialWeb_ (eg. SocialWeb_123) Once the Social Account is established, your supporters can then change their Username and Password (if permitted by your site settings) as part of a Profile Update Form This reduces the Username and Password support queries, as most people would be more likely to remember their Facebook or LinkedIn Username and Password than their UOW Community Username and Password. #bbconAU 17
  • 18. USING NETCOMMUNITY FOR SURVEYS #bbconAU 18
  • 19. GENERAL FORMS Were still doing a number of Forms which must be available for public use, in those cases were using Forms, Form Display Parts and the NetCommunity Form Collection #bbconAU 19
  • 20. ALUMNI OPINION SURVEY The Alumni Opinion Survey needed the data provided by the graduate via the form, but also linked to their personal details so that we could match various themes against known data like Faculty, Age, etc. We needed them to login, so this also became a NetCommmunity User Registration Drive! Users would be guided to register via Social Media or Traditional Registration, and as the form was limited to provisional members, once registered they would be able to answer the opinion survey The NetCommunity Registration didnt need to be rushed as they had already submitted their survey. #bbconAU 20
  • 21. USING NETCOMMUNITY FOR NOTIFICATIONS #bbconAU 21
  • 22. NETCOMMUNITY STAFF NOTIFICATIONS How often are Event and Development Staff asking Have we had any new Event Registrations or Have we had any new Donations? Staff Notifications are the answer to that problem #bbconAU 22
  • 25. USING NETCOMMUNITY FOR SERVICE PROCESSING #bbconAU 25
  • 26. USING PROFILE UPDATE FORMS FOR SERVICE PROCESSING Profile Update Forms are a great way of moving data back into Raisers Edge for further processing #bbconAU 26
  • 27. QUESTIONS AND ANSWERS? #bbconAU 27
  • 28. TWEET ABOUT YOUR SESSION @m_fenton #bbconAU Follow #blkbnc for more NetCommunity tips afterwards #bbconAU 28

Editor's Notes

  • #2: TITLE SLIDE.
  • #4: Using NetCommunity for Email Distribution Were going to talk about the tips and tricks weve uncovered since using NetCommunity for email distribution Using NetCommunity for Alumni Business Directory Were going to talk about how weve used NetCommunity for our Alumni Business Directory Using Janrain for Social Sign-On into NetCommunity Were going to talk about Janrain which provides Social Sign-on into the NetCommunity product, and our implementation
  • #5: Using NetCommunity for Alumni Surveys Were going to talk about the tips and tricks weve uncovered since using NetCommunity for our Alumni Opinion Survey our major alumni survey, as well as Feedback and Applications Using Staff Notifications in NetCommunity Were going to talk about some of our uses of NetCommunity Email Notifications to assist our teams Using NetCommunity for Service Provisioning Finally were going to wrap up with a quick section on provisioning services via NetCommunity and Raisers Edge
  • #7: Through our Alumni Opinion Survey it was identified that our graduates wanted to hear news related to them, not everything that was happening in the University We had the content from each of our 5 Faculties, but no easy way to break out this information in a meaningful way.. Conditional Content allowed us to present content based off a set of queries, which could be based off any field or segmentation and then send along relevant content to that cohort. In our Alumni eNews Conditional Blocks, this is based off there Primary Alumni Information Faculty Data We discovered early on that once a constituent met the criteria it would no longer process. (eg. If you were to say where Faculty one of Business, but they had both Business and Engineering, and Engineering had already run as it was higher in the list, they would no longer be considered) This means that you should lock these conditional queries to field data where only one result can exist.
  • #11: The Alumni Business Directory was setup to enable our graduates to display information regarding their businesses online We still had to maintain control of the process via moderation, but we didnt want to keep changing and updating web content as people changed their business details, or the benefits to graduates So NetCommunity and Raisers Edge Attributes were the answer.. We could make certain attributes public for constituent records, where they had elected to make this information public. Eg. Alumni Business Directory Description We could elect when a profile had been moderated and available for public viewing Alumni Business Directory - Public = Yes We could then make a Directory of these Public Profiles, and a Profile View for Individual Records
  • #23: Staff Notifications are handy at notifying staff of Online Interactions that are between the gap of happening online, and being processed into Raisers Edge They can also be used to notify your processing team as interactions occur online
  • #24: Event Notifications come in exceptionally handy for those last minute event registrations You can select who receives the notification either via their direct email address or via a NetCommunity Role Group You can also select which Event Registration Parts trigger a notification for this team (handy when youve got to break out into different event teams) Then wrap up with a simple email template to come out when triggered, and there are merge fields provided by the transaction data
  • #25: Donation Notifications come in handy for those teams, who also wait patiently for the mail delivery in case there is a surprise cheque or donation form lurking. Again, You can select who receives the notification either via their direct email address or via a NetCommunity Role Group You can also select which Donation Form Parts trigger a notification for this team (handy when youve got to break out into different donation or appeal teams) Then wrap up with a simple email template to come out when triggered, and there are merge fields provided by the transaction data
  • #27: Finally, Profile Update Forms in NetCommunity are a great way of moving data from NetCommunity into Raisers Edge for further processing. In this example, once the constituent says yes to a Library Membership or Benefits Program Card, this will then feed into RE via a Profile Update This Attribute is then checked as part of our normal processing, and if there is a request then it gets processed and sent out as normal, and the attribute cleared. What processes might you have that could benefit from this?