Want to ensure your Blackbaud NetCommunity website and emails are hitting the mark? In this session, you’ll learn how to use targeted and conditional content and security features to ensure you are getting the results you want.
8. Roles Determine Targeting
• Roles determine the content users see.
• Roles can be created using a query or by manually adding
8 #bbcon
users.
• The Everyone role is included with Blackbaud NetCommunity
and includes all visitors to your site whether logged in or not.
• Targeted content can encourage people to visit your
website.
11. Target Pages
11 #bbcon
• Entire pages can be
created for specific
roles, for example,
board members.
• You can target the
entire page so that
only board members
can access it.
13. Target Parts on a Page
13 #bbcon
Targeting &
Security Tab
• Use this tab if a user does or
does not see a part.
• For example, if multiple
parts are on one page, a
user could see them all
depending on their Role
membership.
Targeted
Content Part
• Use this part if a user should
see one thing or another.
• You can have as many parts
as you need.
• The order of the parts on a
page determines who sees
what.
17. Conditional Content in Emails
17 #bbcon
Recipient List
Determines who
receives the
email message.
Conditional
Content
Displays only
for certain
recipients.
Email
19. Summary
• Segment email content using conditional formatting
• Use roles, recipient lists, and conditional content to determine who
receives emails
• Customize webpage content using targeting and security
• Use the targeting options and security settings to determine which pages
and parts are available for each role
19 #bbcon
20. Steps to Create a Role
1 On the toolbar, click Users & Security.
2 Click Roles.
3 Click New Roles.
4. Enter a Role name.
5. Select an existing role and copy security rights from this role.
6. Select a query to base the role on or select the Members tab to
manually add users.
7. Click Save.
20 #bbcon
21. Steps to Target a Page
1 On the toolbar, click Site Explorer.
2 Click Pages & Templates.
3 Create a page or open an existing page.
4 Click Page properties.
5 Select Targeting and security.
6 Click Add users and roles to assign permissions.
7 Select the View and Edit checkboxes as necessary.
8 Click Save.
21 #bbcon
22. Steps to Target a Part
1 On the toolbar, click Site Explorer.
2 Click Parts.
3 Create a part or open an existing part.
4 Select Targeting and security.
5 Click Add users and roles to assign permissions.
6 Select the View and Edit checkboxes as necessary.
7 Click Save.
22 #bbcon
23. Steps to Create a Targeted Content Part
1 On the toolbar, click Site Explorer.
2 Click Parts.
3 Click New part.
4 Define part properties.
5 Click Next.
6 Click Add New Part to create a part or click Add Existing Part to add
parts you have already created.
Note: Correct targeting for roles and users takes place on the
individual parts which are then added to the Targeting Content Part.
7 After all parts are added, drag and drop the parts into the preferred order.
8 Click Save.
23 #bbcon
24. Steps to Add Conditional Content to
Emails
1 Create an email message.
2 Select the Insert tab.
3 Click Conditional Content.
4 Enter a conditional block name, and then click Insert.
5 Click Add Condition.
6 Select a query or enter a list of recipients.
7 Enter the conditional content to display.
8 Repeat steps 5-7 to add additional conditional content.
9 Click Save.
24 #bbcon
25. Are you pumped up and ready to go?
Don’t forget to complete
a session survey!
Each completed survey enters you into a drawing to win a
complimentary registration to bbcon 2015 in Austin, Texas*.
*Blackbaud reserves the right to change or withdraw this promotion at any time, without advance notice. Promotion has no cash value and may not be
exchanged, applied to, or combined with any other offer.
25 #bbcon
26. Training and Certification
Make Your Daily Tasks Easier
Execute Faster
Increase Your Effectiveness
Visit the Expo’s Training Booth
26 #bbcon
Notas do Editor
Mention exactly what attendees can win — BECAUSE THE GIVEAWAYS ARE SO AWESOME!!!
Fabulous Gifts and Prizes!
Free training
A library of different industry books
Scholarship,
GoPro Cameras
“Speak to Blackbaud experts with hands-on experience, browse training, build a training plan, register for certification, check email at our iPad kiosks, get refreshed at the candy bar, or record a video message in the photo booth!”