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Higher Ed Bootcamp
                                                        Executive Review
                                 Margo Anderson – Internet Solutions Client Manager




                                                                                  THIS MATERIAL IS STRICTLY CONFIDENTIAL.
   The information contained in this document, and any attachments thereto, is owned by Blackbaud and is strictly confidential. Unauthorized use, disclosure, or copying of such information is strictly prohibited.
             If the reader of this document is not the intended recipient, please notify Blackbaud immediately by calling (800) 443-9441 and destroy all copies of this document and any attachments.
                                                                                                  © 2008 Blackbaud




Margo Anderson, Client Manager | Page #1                                                                                                                                                             © 2010 Blackbaud
“Netiquette”
      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
      Mute your phone




Margo Anderson, Client Manager | Page #2                 © 2010 Blackbaud
Agenda
      Introductions
      Session Recap
         •    Google Analytics
         •    Email Testing Best Practices
         •    Successful Event Landing Pages
         •    Blackbaud NetCommunity New Feature Review
      Overview of Data Management Services for Internet
      Solutions
      Guest Speaker
      Questions?



Margo Anderson, Client Manager | Page #3                  © 2010 Blackbaud
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
      and email marketing
      5 years of experience working with
      Blackbaud NetCommunity
      Loves the outdoors!



Margo Anderson, Client Manager | Page #4               © 2010 Blackbaud
Intro to Google Analytics




Margo Anderson, Client Manager | Page #5                               © 2010 Blackbaud
Intro to Google Analytics
      Free tool that measures web traffic & online engagement:
         •      What are your prime hours, days of week, and days of the month for visitor usage?
         •      How many unique visitors, how often do they visit, for how long?
         •      What are the most viewed pages? Are they consistently most viewed or do they
                change weekly or monthly?
         •      What are the least viewed pages? Consider revising, re-marketing or removing.
         •      Where do visitors go when they leave the site?
         •      What search engines are most used, keywords searched, browsers being used?

      Why it’s important?
         • Helps you to improve conversion rates (event registration, giving, email sign ups, etc)
         • Helps you to tune your communications for better response
         • Helps you focus limited marketing resources in the right places
         •




Margo Anderson, Client Manager | Page #6                                                   © 2010 Blackbaud
Margo Anderson, Client Manager | Page #7   © 2010 Blackbaud
Email Testing Best Practices




Margo Anderson, Client Manager | Page #8                                  © 2010 Blackbaud
Email Testing Best Practices


1.       Step One: Create a good email template and message

2.       Step Two: Create a Testing Strategy

3.       Step Three: Execute

4.       Step Four: Report and Analyze




Margo Anderson, Client Manager | Page #9                 © 2010 Blackbaud
Anatomy of a Good Email Message
                                                                          Once email newsletter timing is
                                                                           determined, always send the
                            Create naming conventions for                        same day & time
                                your email messages




                                                                                      Includes organization name

                                               Subject line includes
                                            organization name and topic




                                                   Utilize merge fields


Margo Anderson, Client Manager | Page #10                                                                     © 2010 Blackbaud
Anatomy of a Good Email Message, cont.




                                                               Include links back to your site




                                            Social networking links



Margo Anderson, Client Manager | Page #11                                                        © 2010 Blackbaud
Create a Testing Strategy
        Testing can quickly become overwhelming if you don’t have a plan.

 1. Determine what you want to test.
 2. Determine how large your sample size will be (#
    vs. % of list).
 3. Determine how you will analyze and track results.




                                                        Source: Email Marketing by the NUM8ERS

Margo Anderson, Client Manager | Page #12                                          © 2010 Blackbaud
Successful Event Landing Pages




Margo Anderson, Client Manager | Page #13                         © 2010 Blackbaud
Top Ten Must Haves
10. Facebook Like Box
9. Social Networking Links
8. ShareThis
7. Link to Calendar/Schedule of Events
6. Snazzy Alumni Photos
5. Recap of Last Year
4. Specific OR Friendly URL
3. Look Who’s Coming (Directory Part)
2. Survey/Poll
1. Online Registration/RSVP Functionality


Margo Anderson, Client Manager | Page #14   © 2010 Blackbaud
NetCommunity New Feature Review




Margo Anderson, Client Manager | Page #15                    © 2010 Blackbaud
NetCommunity New Feature Review
Reviewed the following new features:
  Scheduled Emails
   • Schedule emails to be sent on a recurring basis
  Conditional Email Content
   • Targets content to a member of a specific query within an
     email message
  Events Calendar
   • Import events
   • Ability to color code and add icons for each calendar
     within a group calendar
  Directory
   • Sort by column headers

Margo Anderson, Client Manager | Page #16                    © 2010 Blackbaud
NetCommunity New Feature Review, cont.
      Content Comparison
       • Automatically compares content based on click-throughs
      User Interface
       • Demoed the enhancements to the user interface
      Common Forms
       • Creates custom forms that accepts payment and creates an
         export file




Margo Anderson, Client Manager | Page #17                    © 2010 Blackbaud
Why focus on email and online fundraising?




Margo Anderson, Client Manager | Page #18                    © 2010 Blackbaud
Why focus on email and online fundraising?




Margo Anderson, Client Manager | Page #19    © 2010 Blackbaud
Why focus on email and online fundraising? cont.
      Online giving is the fastest growing channel and has
      been recession-proof since 2001
      Online donors are usually incremental new donors,
      expanding your network of support
      Online gifts are usually 51% larger than offline gifts
      Multi-channel donors that give via the internet give gifts
      that are 46% more than other multi-channel donors




Margo Anderson, Client Manager | Page #20                  © 2010 Blackbaud
Why focus on email and online fundraising? cont.
      High average online gift amounts
                                            Average Online Gift Amounts by Sector
                                                                All Sectors   $144.72
                                                   Business / Corporations    $194.05
                                                                   Cultural   $112.47
                                                  Family / Human Services     $154.13
                                                              Foundations     $209.53
                                                               Healthcare     $95.21
                                                                 Hospitals    $120.16
                                                     Higher Education         $204.05
                                                     Independent Schools      $371.62
                                                                     Other    $110.04
                                                      Recreational / Social   $134.31
                                                                 Religious    $196.44



Margo Anderson, Client Manager | Page #21                                               © 2010 Blackbaud
Why focus on email and online fundraising? cont.
      Email is nimble and provides virtually instant access to
      friends and supporters
      Email is personalized and serves information in ways 21st
      century constituents expect
      Email is inexpensive compared to other channels
      Email is a great equalizer – every organization can look
      professional and exceptional
      Email is measurable, offering opportunities to optimize your
      marketing message like no other channel




Margo Anderson, Client Manager | Page #22                    © 2010 Blackbaud
Overview of DMS for Internet Solutions




Margo Anderson, Client Manager | Page #23                        © 2010 Blackbaud
What is DMS for Internet Solutions?
It can be a challenge for nonprofits to recruit, train, and retain staff members
who can help with online fundraising and email marketing.


      DMS for Internet Solutions is a web and email management
      services bureau offering.
      Blackbaud’s DMS for Internet Solutions provides a solution to
      staffing issues.
      Services can range from recurring content updates to creating
      targeted email event invitations with accompanying landing pages
      and event registration forms.




Margo Anderson, Client Manager | Page #24                               © 2010 Blackbaud
What is DMS for Internet Solutions?
DMS 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              •    Segmentation and list preparation
         NetCommunity transactions within The Raiser’s   •    Split testing
         Edge.                                           •    Copy editing (including conditional email
  •      Configuring The Raiser’s Edge to support new        content)
         Blackbaud NetCommunity parts                    •    Email template development
  •      Reporting and List Generation Services          •    Email testing
                                                         •    Opt-out and Bounce management


  Content Management                                     Online Strategic Oversight
  •      Copy editing                                    •   Share Blackbaud NetCommunity best practices
  •      Create new pages and templates                      in relation to the organization’s audience and
  •      Configure and style Blackbaud NetCommunity          organizational priorities
         parts                                           •   Provide quarterly updates of internet trends
  •      Maintain and update information architecture        and evolving technologies that impact the
  •      Refresh content and images (i.e., replace           organization’s business objectives
         expired content)                                •   Maintain web presence on the leading-edge of
                                                             solution functionality
                                                         •   Distribute monthly analytics reports of relevant
Margo Anderson, Client Manager | Page #25                    web and email metrics                   © 2010 Blackbaud
A Word from Chip Potts


      Associate Director &
      Chief Financial Officer
      Santa Monica College
      Foundation
      DMS for Internet
      Solutions Client since
      October 1st




Margo Anderson, Client Manager | Page #26   © 2010 Blackbaud
Contact you account manager or Margo Anderson to learn
         more about signing up for DMS for Internet Solutions.

                                            Questions?




Margo Anderson, Client Manager | Page #27                 © 2010 Blackbaud

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Higher Ed Boot Camp: Executive Review

  • 1. Higher Ed Bootcamp Executive Review Margo Anderson – Internet Solutions Client Manager THIS MATERIAL IS STRICTLY CONFIDENTIAL. The information contained in this document, and any attachments thereto, is owned by Blackbaud and is strictly confidential. Unauthorized use, disclosure, or copying of such information is strictly prohibited. If the reader of this document is not the intended recipient, please notify Blackbaud immediately by calling (800) 443-9441 and destroy all copies of this document and any attachments. © 2008 Blackbaud Margo Anderson, Client Manager | Page #1 © 2010 Blackbaud
  • 2. “Netiquette” 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 Mute your phone Margo Anderson, Client Manager | Page #2 © 2010 Blackbaud
  • 3. Agenda Introductions Session Recap • Google Analytics • Email Testing Best Practices • Successful Event Landing Pages • Blackbaud NetCommunity New Feature Review Overview of Data Management Services for Internet Solutions Guest Speaker Questions? Margo Anderson, Client Manager | Page #3 © 2010 Blackbaud
  • 4. 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 and email marketing 5 years of experience working with Blackbaud NetCommunity Loves the outdoors! Margo Anderson, Client Manager | Page #4 © 2010 Blackbaud
  • 5. Intro to Google Analytics Margo Anderson, Client Manager | Page #5 © 2010 Blackbaud
  • 6. Intro to Google Analytics Free tool that measures web traffic & online engagement: • What are your prime hours, days of week, and days of the month for visitor usage? • How many unique visitors, how often do they visit, for how long? • What are the most viewed pages? Are they consistently most viewed or do they change weekly or monthly? • What are the least viewed pages? Consider revising, re-marketing or removing. • Where do visitors go when they leave the site? • What search engines are most used, keywords searched, browsers being used? Why it’s important? • Helps you to improve conversion rates (event registration, giving, email sign ups, etc) • Helps you to tune your communications for better response • Helps you focus limited marketing resources in the right places • Margo Anderson, Client Manager | Page #6 © 2010 Blackbaud
  • 7. Margo Anderson, Client Manager | Page #7 © 2010 Blackbaud
  • 8. Email Testing Best Practices Margo Anderson, Client Manager | Page #8 © 2010 Blackbaud
  • 9. Email Testing Best Practices 1. Step One: Create a good email template and message 2. Step Two: Create a Testing Strategy 3. Step Three: Execute 4. Step Four: Report and Analyze Margo Anderson, Client Manager | Page #9 © 2010 Blackbaud
  • 10. Anatomy of a Good Email Message Once email newsletter timing is determined, always send the Create naming conventions for same day & time your email messages Includes organization name Subject line includes organization name and topic Utilize merge fields Margo Anderson, Client Manager | Page #10 © 2010 Blackbaud
  • 11. Anatomy of a Good Email Message, cont. Include links back to your site Social networking links Margo Anderson, Client Manager | Page #11 © 2010 Blackbaud
  • 12. Create a Testing Strategy Testing can quickly become overwhelming if you don’t have a plan. 1. Determine what you want to test. 2. Determine how large your sample size will be (# vs. % of list). 3. Determine how you will analyze and track results. Source: Email Marketing by the NUM8ERS Margo Anderson, Client Manager | Page #12 © 2010 Blackbaud
  • 13. Successful Event Landing Pages Margo Anderson, Client Manager | Page #13 © 2010 Blackbaud
  • 14. Top Ten Must Haves 10. Facebook Like Box 9. Social Networking Links 8. ShareThis 7. Link to Calendar/Schedule of Events 6. Snazzy Alumni Photos 5. Recap of Last Year 4. Specific OR Friendly URL 3. Look Who’s Coming (Directory Part) 2. Survey/Poll 1. Online Registration/RSVP Functionality Margo Anderson, Client Manager | Page #14 © 2010 Blackbaud
  • 15. NetCommunity New Feature Review Margo Anderson, Client Manager | Page #15 © 2010 Blackbaud
  • 16. NetCommunity New Feature Review Reviewed the following new features: Scheduled Emails • Schedule emails to be sent on a recurring basis Conditional Email Content • Targets content to a member of a specific query within an email message Events Calendar • Import events • Ability to color code and add icons for each calendar within a group calendar Directory • Sort by column headers Margo Anderson, Client Manager | Page #16 © 2010 Blackbaud
  • 17. NetCommunity New Feature Review, cont. Content Comparison • Automatically compares content based on click-throughs User Interface • Demoed the enhancements to the user interface Common Forms • Creates custom forms that accepts payment and creates an export file Margo Anderson, Client Manager | Page #17 © 2010 Blackbaud
  • 18. Why focus on email and online fundraising? Margo Anderson, Client Manager | Page #18 © 2010 Blackbaud
  • 19. Why focus on email and online fundraising? Margo Anderson, Client Manager | Page #19 © 2010 Blackbaud
  • 20. Why focus on email and online fundraising? cont. Online giving is the fastest growing channel and has been recession-proof since 2001 Online donors are usually incremental new donors, expanding your network of support Online gifts are usually 51% larger than offline gifts Multi-channel donors that give via the internet give gifts that are 46% more than other multi-channel donors Margo Anderson, Client Manager | Page #20 © 2010 Blackbaud
  • 21. Why focus on email and online fundraising? cont. High average online gift amounts Average Online Gift Amounts by Sector All Sectors $144.72 Business / Corporations $194.05 Cultural $112.47 Family / Human Services $154.13 Foundations $209.53 Healthcare $95.21 Hospitals $120.16 Higher Education $204.05 Independent Schools $371.62 Other $110.04 Recreational / Social $134.31 Religious $196.44 Margo Anderson, Client Manager | Page #21 © 2010 Blackbaud
  • 22. Why focus on email and online fundraising? cont. Email is nimble and provides virtually instant access to friends and supporters Email is personalized and serves information in ways 21st century constituents expect Email is inexpensive compared to other channels Email is a great equalizer – every organization can look professional and exceptional Email is measurable, offering opportunities to optimize your marketing message like no other channel Margo Anderson, Client Manager | Page #22 © 2010 Blackbaud
  • 23. Overview of DMS for Internet Solutions Margo Anderson, Client Manager | Page #23 © 2010 Blackbaud
  • 24. What is DMS for Internet Solutions? It can be a challenge for nonprofits to recruit, train, and retain staff members who can help with online fundraising and email marketing. DMS for Internet Solutions is a web and email management services bureau offering. Blackbaud’s DMS for Internet Solutions provides a solution to staffing issues. Services can range from recurring content updates to creating targeted email event invitations with accompanying landing pages and event registration forms. Margo Anderson, Client Manager | Page #24 © 2010 Blackbaud
  • 25. What is DMS for Internet Solutions? DMS 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 • Segmentation and list preparation NetCommunity transactions within The Raiser’s • Split testing Edge. • Copy editing (including conditional email • Configuring The Raiser’s Edge to support new content) Blackbaud NetCommunity parts • Email template development • Reporting and List Generation Services • Email testing • Opt-out and Bounce management Content Management Online Strategic Oversight • Copy editing • Share Blackbaud NetCommunity best practices • Create new pages and templates in relation to the organization’s audience and • Configure and style Blackbaud NetCommunity organizational priorities parts • Provide quarterly updates of internet trends • Maintain and update information architecture and evolving technologies that impact the • Refresh content and images (i.e., replace organization’s business objectives expired content) • Maintain web presence on the leading-edge of solution functionality • Distribute monthly analytics reports of relevant Margo Anderson, Client Manager | Page #25 web and email metrics © 2010 Blackbaud
  • 26. A Word from Chip Potts Associate Director & Chief Financial Officer Santa Monica College Foundation DMS for Internet Solutions Client since October 1st Margo Anderson, Client Manager | Page #26 © 2010 Blackbaud
  • 27. Contact you account manager or Margo Anderson to learn more about signing up for DMS for Internet Solutions. Questions? Margo Anderson, Client Manager | Page #27 © 2010 Blackbaud