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5 Essential Rules You Can’t Overlook
Who are we?
    Hari Kant   Eli Alston
Community engagement

“      The process by which community benefit
organizations build ongoing, permanent relationships for
the purpose of applying a collective vision for the benefit
of a community.
                                                 - Wikipedia
Engagement tactics
                               …
               Offline
                               …
  Community
  Engagement             Social Networks


               Online        Mobile


                            Websites
A new web era is here
 People are overwhelmed by the volume of online
  content available
 People have high (and increasing) expectations of
  the web
 People have many options for engaging online


 How do you expose, interact, and engage with the
              modern web visitor?
It’s about the experience
5 rules to create an engaging web experience…
1. Map the visitor journey
2. Evoke emotion
3. Provide great tools
4. Pick the right partner
5. Crawl-walk-run
Rule #1 – Map the visitor journey
Rule #2 – Evoke emotion
Rule #3 – Provide great tools
Rule #4 – Pick the right partner
Rule #5 – Crawl-walk-run
A visitor’s journey
                            Take
 Discovery   First Visit
                           Action




       Stages                         Actions




                            Motivations         Barriers
Use a journey map
A graphical representation of the visitor’s journey
 Beginning, middle and end of engagement
 From the visitor’s perspective
 Emotional and rational perspectives
Web visitor journey
 Adapted tool for web site development
 Consequences for web visitors are different
 Variable entry points need to be considered
 Shift your perspective from inside-out to outside-in
Roundup
 Goal
   Understand web journey from visitor’s perspective
 Outcomes
   Appreciation for web journey
   Discovery of barriers
   Proactive solutions


      The first step to creating an engaging web
                      experience!
Practical Tips
 Don’t map every nuance. 80% is good enough
 Web journey spans multiple working teams in your
  organization - collaborate!
 Imagine what you want the visitor to think, feel, and
  say after the journey
Rule #1 – Map the visitor journey
Rule #2 – Evoke emotion
Rule #3 – Provide great tools
Rule #4 – Pick the right partner
Rule #5 – Crawl-walk-run
Emotion matters

  “    Emotional design turns casual users into fanatics,
ready to tell others about their positive experience.”
                                             – Aarron Walter


  Do you how to get visitors to laugh, smile, shout
           out, or take heartfelt action?
Hierarchy of user needs
             Emotional


              Usable


              Reliable


             Functional
Organizational Personality
       Personality is the platform for Emotion

 Branding is not enough
 Meaningful, heartfelt content
    Blogs instead of press releases
    Success Stories
 Speak from the constituent’s point of view
    Source content from all constituent types
Personal and Interactive
 Opinions matter
    Visitor Comments and Ratings
 Personalized content
    Tag content to quickly identify with key programs
    Multiple newsletters for different topics/segments
    Landing pages for visitor segments
    Advanced personalization based on the visitor profile
 Publish content on a regular schedule
Authenticity

  “   Reflecting the reality of people’s lives in your words
and actions.”
                                         – Richard C. Harwood
                                         The 3 A’s of Public Life


 Emotional connection is only sustained through
  authenticity.
Authenticity
Visitors want:
 Content to reflect a base sense of reality
 Content to reflect their experiences and values
 To be given the whole story straight


 This is increasingly difficult in today’s strategic and
  competitive world
 This requires both courage and humility
“I love your markers, but I’d like to tell you
it’s polluting. So can I please send some of
your markers back? I love your product, but
hate pollution," Zachary, age 9.
Roundup
 Goal
   Evoke visitor emotions
 Outcomes
   More memorable experience
   More personal experience
   More engaged visitor
   Increased trust in your organization
Practical Tips
 Write as you would speak
 Reflect the views of your visitors
 Allow and encourage visitors to contribute
 Publish on a regular schedule
 Be authentic by highlighting wins and losses
 Use colour and multimedia in your collateral and
  messaging
Rule #1 – Map the visitor journey
Rule #2 – Evoke emotion
Rule #3 – Provide great tools
Rule #4 – Pick the right partner
Rule #5 – Crawl-walk-run
Things on the Front Page of      Things Visitors Go To Site
a University Website             Looking For

       campus photo
         slideshow              campus address
                                             academic
          press releases
                                             calendar
                                   application
letter from the          full name
                                      forms
   president             of school
                                             course lists
           statement of
              school’s
            philosophy             usable campus
                                        map
Outside-in thinking
Do you know what your visitors want?
 Not just reports, organization info, and press releases!
 Journey mapping allows solutions to be identified

What actions can you…
 Automate?
 Enhance?
 Simplify?
Roundup
 Goal
   Develop great tools to help automate, simplify, and
    enhance visitor actions
 Outcomes
   Website becoming an online toolbox
   Reason for visitor to return (and tell friends)
   A great web experience!
Practical Tips
 Usability > aesthetics
 Consistent and coordinated across all channels
  (computer, tablet, mobile)
 Create tools that are specific to your cause and
  audience
 Share program impact with metrics and stories
Interlude
Rule #1 – Map the visitor journey
Rule #2 – Evoke emotion
Rule #3 – Provide great tools
Rule #4 – Pick the right partner
Rule #5 – Crawl-walk-run
Web experiences are complex
Creating a great web experience requires an
understanding of:
 Design
 Usability
 Content
 Tool creation
 Technology platform options
Build yourself or partner?
Existing and planned internal skill set?
 Do you need to hire expertise?
 Is someone familiar with web experience design?
 Do you need to have this skill in-house?


Cost sensitivity?
 Real vs. hidden costs
 Initial vs. long-term
 Total cost of ownership
Website implementation options
1. Build from scratch
2. Online CMS
3. CMS Platform + customize
4. Agency or consultant
Build from scratch
Create custom website from HTML, Javascript, CSS etc.

 Don’t even think about it!
 Requires too much expertise, risk, and cost
 Unsustainable with internal staff
 Better options out there
Online CMS
Online low-cost, self-service, subscription CMS that
requires no coding. Hosting, maintenance, analytics,
support included.
 Pros                      Cons
 Cheap, simple, quick      Self-service
 Pay as you go             One size fits all
CMS Platform + Customize
Open source or commercial CMS. Extensible and well
architected. Requires hosting, upgrades, expertise.
 Pros                             Cons
 Sophisticated and feature-rich   Complex, big, technical
 Ecosystem of developers,         You have to manage it! (upgrades,
 consultants, and tools           hosting)
 Full control                     High internal costs
Agency or consultant
Technology is outsourced. Don’t worry about design,
customizations, or maintenance.
 Pros                                  Cons
 Benefit from expertise and            High external costs
 experience
 Technology managed for you            Risk in choosing right partner
 Stay focused on constituent’s needs
 Custom solutions/tools
How important is technology?
In the new era of web experience, technology is your
second concern…
 Technology should support your desired experience,
  not define it
 Many similar technological options
 Differentiator is the experience you create, not what
  technology you use
 A good partner will guide you!
Option shootout
Option           Best fit when…                Quality Web   TCO
                                               Experience
Build from       No other option works         ?             $$$$
scratch
Online CMS       Small budget and small        Low           $
                 requirements
CMS Platform     Have in-house expertise,      Med           $$$
                 want full technical control

Agency partner   Focus on visitor’s experience High          $$$
                 not technology
Practical tips
 Know your internal technical capability
 Never build from scratch – too many other options
 Pick a full-service partner that fits
 Good partners will aim to understand true
  requirements
 Focus on creating the web experience, not managing
  technology
Rule #1 – Map the visitor journey
Rule #2 – Evoke emotion
Rule #3 – Provide great tools
Rule #4 – Pick the right partner
Rule #5 – Crawl-walk-run
Have you heard this before?
 "We need to launch all of our properties at the same
  time.“
 "If we plan well enough it will be perfect.“
 "12 months sounds reasonable to redevelop our
  website."
 "Once we go-live, we are good for 3 years."
Reality check
 Technology and visitor needs change very quickly
 Visitor web experience has become very complex
 No one has the formula for the “perfect” website


Therefore…
 12 months is too long for a redesign
 Nothing is perfect the first time
 If you are not continually improving, you are falling
  behind
AND, web experience isn’t easy

 “    building great [web] experiences is a complex
enterprise, involving strategy, integration of technology,
orchestrating business models, brand management and
CEO commitment.”
                                 - Jeananne Rae, Motiv Strategies
Learn to crawl, then walk, then run
 Start small and simple
 Don't be afraid of making (small) mistakes
 Experiment, test, refine & repeat


This encourages:
 More frequent feedback with your visitors
 A "fresher" website
 Significantly reduced risk of failure
Five things you can do next week
1.   Pick one typical visitor and map his/her web journey.
     Then validate this with real visitors.
2.   Write a blog post that is authentic, opinionated and
     emotional
3.   Develop a unique web tool to address a common
     action performed by visitors
4.   Create a program to periodically interview visitors to
     get feedback on their web experience
5.   Have a conversation with your technology partner
     about your visitors web experience
Rule #1 – Map the visitor journey
Rule #2 – Evoke emotion
Rule #3 – Provide great tools
Rule #4 – Pick the right partner
Rule #5 – Crawl-walk-run
Building a new website? Five essential rules you cannot overlook | Hari Kant & Eli Alston, Altius Software

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Building a new website? Five essential rules you cannot overlook | Hari Kant & Eli Alston, Altius Software

  • 1. 5 Essential Rules You Can’t Overlook
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  • 3. Who are we? Hari Kant Eli Alston
  • 4. Community engagement “ The process by which community benefit organizations build ongoing, permanent relationships for the purpose of applying a collective vision for the benefit of a community. - Wikipedia
  • 5. Engagement tactics … Offline … Community Engagement Social Networks Online Mobile Websites
  • 6. A new web era is here  People are overwhelmed by the volume of online content available  People have high (and increasing) expectations of the web  People have many options for engaging online How do you expose, interact, and engage with the modern web visitor?
  • 7. It’s about the experience 5 rules to create an engaging web experience… 1. Map the visitor journey 2. Evoke emotion 3. Provide great tools 4. Pick the right partner 5. Crawl-walk-run
  • 8. Rule #1 – Map the visitor journey Rule #2 – Evoke emotion Rule #3 – Provide great tools Rule #4 – Pick the right partner Rule #5 – Crawl-walk-run
  • 9.
  • 10. A visitor’s journey Take Discovery First Visit Action Stages Actions Motivations Barriers
  • 11. Use a journey map A graphical representation of the visitor’s journey  Beginning, middle and end of engagement  From the visitor’s perspective  Emotional and rational perspectives
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  • 15. Web visitor journey  Adapted tool for web site development  Consequences for web visitors are different  Variable entry points need to be considered  Shift your perspective from inside-out to outside-in
  • 16. Roundup  Goal  Understand web journey from visitor’s perspective  Outcomes  Appreciation for web journey  Discovery of barriers  Proactive solutions The first step to creating an engaging web experience!
  • 17. Practical Tips  Don’t map every nuance. 80% is good enough  Web journey spans multiple working teams in your organization - collaborate!  Imagine what you want the visitor to think, feel, and say after the journey
  • 18. Rule #1 – Map the visitor journey Rule #2 – Evoke emotion Rule #3 – Provide great tools Rule #4 – Pick the right partner Rule #5 – Crawl-walk-run
  • 19. Emotion matters “ Emotional design turns casual users into fanatics, ready to tell others about their positive experience.” – Aarron Walter Do you how to get visitors to laugh, smile, shout out, or take heartfelt action?
  • 20. Hierarchy of user needs Emotional Usable Reliable Functional
  • 21. Organizational Personality Personality is the platform for Emotion  Branding is not enough  Meaningful, heartfelt content  Blogs instead of press releases  Success Stories  Speak from the constituent’s point of view  Source content from all constituent types
  • 22. Personal and Interactive  Opinions matter  Visitor Comments and Ratings  Personalized content  Tag content to quickly identify with key programs  Multiple newsletters for different topics/segments  Landing pages for visitor segments  Advanced personalization based on the visitor profile  Publish content on a regular schedule
  • 23.
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  • 25. Authenticity “ Reflecting the reality of people’s lives in your words and actions.” – Richard C. Harwood The 3 A’s of Public Life  Emotional connection is only sustained through authenticity.
  • 26. Authenticity Visitors want:  Content to reflect a base sense of reality  Content to reflect their experiences and values  To be given the whole story straight  This is increasingly difficult in today’s strategic and competitive world  This requires both courage and humility
  • 27. “I love your markers, but I’d like to tell you it’s polluting. So can I please send some of your markers back? I love your product, but hate pollution," Zachary, age 9.
  • 28.
  • 29. Roundup  Goal  Evoke visitor emotions  Outcomes  More memorable experience  More personal experience  More engaged visitor  Increased trust in your organization
  • 30. Practical Tips  Write as you would speak  Reflect the views of your visitors  Allow and encourage visitors to contribute  Publish on a regular schedule  Be authentic by highlighting wins and losses  Use colour and multimedia in your collateral and messaging
  • 31. Rule #1 – Map the visitor journey Rule #2 – Evoke emotion Rule #3 – Provide great tools Rule #4 – Pick the right partner Rule #5 – Crawl-walk-run
  • 32. Things on the Front Page of Things Visitors Go To Site a University Website Looking For campus photo slideshow campus address academic press releases calendar application letter from the full name forms president of school course lists statement of school’s philosophy usable campus map
  • 33. Outside-in thinking Do you know what your visitors want?  Not just reports, organization info, and press releases!  Journey mapping allows solutions to be identified What actions can you…  Automate?  Enhance?  Simplify?
  • 34.
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  • 43. Roundup  Goal  Develop great tools to help automate, simplify, and enhance visitor actions  Outcomes  Website becoming an online toolbox  Reason for visitor to return (and tell friends)  A great web experience!
  • 44. Practical Tips  Usability > aesthetics  Consistent and coordinated across all channels (computer, tablet, mobile)  Create tools that are specific to your cause and audience  Share program impact with metrics and stories
  • 46.
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  • 49.
  • 50.
  • 51.
  • 52. Rule #1 – Map the visitor journey Rule #2 – Evoke emotion Rule #3 – Provide great tools Rule #4 – Pick the right partner Rule #5 – Crawl-walk-run
  • 53.
  • 54. Web experiences are complex Creating a great web experience requires an understanding of:  Design  Usability  Content  Tool creation  Technology platform options
  • 55. Build yourself or partner? Existing and planned internal skill set?  Do you need to hire expertise?  Is someone familiar with web experience design?  Do you need to have this skill in-house? Cost sensitivity?  Real vs. hidden costs  Initial vs. long-term  Total cost of ownership
  • 56. Website implementation options 1. Build from scratch 2. Online CMS 3. CMS Platform + customize 4. Agency or consultant
  • 57. Build from scratch Create custom website from HTML, Javascript, CSS etc.  Don’t even think about it!  Requires too much expertise, risk, and cost  Unsustainable with internal staff  Better options out there
  • 58. Online CMS Online low-cost, self-service, subscription CMS that requires no coding. Hosting, maintenance, analytics, support included. Pros Cons Cheap, simple, quick Self-service Pay as you go One size fits all
  • 59. CMS Platform + Customize Open source or commercial CMS. Extensible and well architected. Requires hosting, upgrades, expertise. Pros Cons Sophisticated and feature-rich Complex, big, technical Ecosystem of developers, You have to manage it! (upgrades, consultants, and tools hosting) Full control High internal costs
  • 60. Agency or consultant Technology is outsourced. Don’t worry about design, customizations, or maintenance. Pros Cons Benefit from expertise and High external costs experience Technology managed for you Risk in choosing right partner Stay focused on constituent’s needs Custom solutions/tools
  • 61.
  • 62. How important is technology? In the new era of web experience, technology is your second concern…  Technology should support your desired experience, not define it  Many similar technological options  Differentiator is the experience you create, not what technology you use  A good partner will guide you!
  • 63. Option shootout Option Best fit when… Quality Web TCO Experience Build from No other option works ? $$$$ scratch Online CMS Small budget and small Low $ requirements CMS Platform Have in-house expertise, Med $$$ want full technical control Agency partner Focus on visitor’s experience High $$$ not technology
  • 64. Practical tips  Know your internal technical capability  Never build from scratch – too many other options  Pick a full-service partner that fits  Good partners will aim to understand true requirements  Focus on creating the web experience, not managing technology
  • 65. Rule #1 – Map the visitor journey Rule #2 – Evoke emotion Rule #3 – Provide great tools Rule #4 – Pick the right partner Rule #5 – Crawl-walk-run
  • 66. Have you heard this before?  "We need to launch all of our properties at the same time.“  "If we plan well enough it will be perfect.“  "12 months sounds reasonable to redevelop our website."  "Once we go-live, we are good for 3 years."
  • 67. Reality check  Technology and visitor needs change very quickly  Visitor web experience has become very complex  No one has the formula for the “perfect” website Therefore…  12 months is too long for a redesign  Nothing is perfect the first time  If you are not continually improving, you are falling behind
  • 68. AND, web experience isn’t easy “ building great [web] experiences is a complex enterprise, involving strategy, integration of technology, orchestrating business models, brand management and CEO commitment.” - Jeananne Rae, Motiv Strategies
  • 69. Learn to crawl, then walk, then run  Start small and simple  Don't be afraid of making (small) mistakes  Experiment, test, refine & repeat This encourages:  More frequent feedback with your visitors  A "fresher" website  Significantly reduced risk of failure
  • 70.
  • 71. Five things you can do next week 1. Pick one typical visitor and map his/her web journey. Then validate this with real visitors. 2. Write a blog post that is authentic, opinionated and emotional 3. Develop a unique web tool to address a common action performed by visitors 4. Create a program to periodically interview visitors to get feedback on their web experience 5. Have a conversation with your technology partner about your visitors web experience
  • 72. Rule #1 – Map the visitor journey Rule #2 – Evoke emotion Rule #3 – Provide great tools Rule #4 – Pick the right partner Rule #5 – Crawl-walk-run