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 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
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3. FIRSTLY, OUR OBJECTIVES
• Using NetCommunity for Email Distribution
• Using NetCommunity for Alumni Business
Directory
• Using Janrain for Social Sign-On into
NetCommunity
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4. AND SOME MORE OBJECTIVES..
• Using NetCommunity for Surveys
• Using Staff Notifications in NetCommunity
• Using NetCommunity for Service
Provisioning
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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)
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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
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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 Blackbaud’s 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
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16. JANRAIN
• Once the Janrain Account is established, you’re then able to setup
your integrations into each of the Social Providers you’d like to use
• You’ll need to have accounts with most of the providers and setup
some Developer Options, but it’s quite a nice guided process from
Janrain.
• From the Janrain Site, you’re able to see statistics about how
frequently it’s being used and which providers are being used the most
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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.
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19. GENERAL FORMS
• We’re still doing a number of Forms which must be available for public
use, in those cases we’re using Forms, Form Display Parts and the
NetCommunity Form Collection
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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 didn’t
need to be rushed as they had
already submitted their survey.
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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
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26. USING PROFILE UPDATE FORMS
FOR SERVICE PROCESSING
• Profile Update Forms are a great way of moving data back into
Raiser’s Edge for further processing
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28. TWEET ABOUT YOUR SESSION
@m_fenton
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Follow #blkbnc for more
NetCommunity tips afterwards
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Editor's Notes
TITLE SLIDE.
Using NetCommunity for Email Distribution
We’re going to talk about the tips and tricks we’ve uncovered since using NetCommunity for email distribution
Using NetCommunity for Alumni Business Directory
We’re going to talk about how we’ve used NetCommunity for our Alumni Business Directory
Using Janrain for Social Sign-On into NetCommunity
We’re going to talk about Janrain which provides Social Sign-on into the NetCommunity product, and our implementation
Using NetCommunity for Alumni Surveys
We’re going to talk about the tips and tricks we’ve uncovered since using NetCommunity for our Alumni Opinion Survey – our major alumni survey, as well as Feedback and Applications
Using Staff Notifications in NetCommunity
We’re going to talk about some of our uses of NetCommunity Email Notifications to assist our teams
Using NetCommunity for Service Provisioning
Finally we’re going to wrap up with a quick section on provisioning services via NetCommunity and Raisers Edge
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.
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 didn’t want to keep changing and updating web content as people changed their business details, or the benefits to graduates
So NetCommunity and Raiser’s 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
Staff Notifications are handy at notifying staff of Online Interactions that are between the gap of happening online, and being processed into Raiser’s Edge
They can also be used to notify your processing team as interactions occur online
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 you’ve 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
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 you’ve 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
Finally, Profile Update Forms in NetCommunity are a great way of moving data from NetCommunity into Raiser’s 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?