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Advanced Content Features
 in Blackbaud NetCommunity
 PRESENTED BY MOLLY MAPLE/@BLONDEGEEK




10/03/2011   Molly Maple | @blondegeek   1
FIRST, A PRIMER…
       • Content – refers to textual, visual, or aural data encountered as part of
         the user experience on websites
       • Part – refers to the Blackbaud NetCommunity content builder
         components
       • This session will include some live demo and some screenshots but
         we will move fast




10/03/2011   Molly Maple | @blondegeek      2
NOW, AN AGENDA
       • Targeted Content
       • Suggested Content
       • Content Comparison
       • Mobile Content
       • Unformatted Text
       • Content Approval &
         Workflow
       • Conditional Content




10/03/2011   Molly Maple | @blondegeek   3
TARGETED CONTENT




10/03/2011   Molly Maple | @blondegeek   4
USING TARGETED CONTENT
       Targeted Content:
             -   Can present a specific message to specific people
             -   Dynamically changes
             -   Automatically refreshes
             -   Requires a login


       How it Works:
             -   Use Roles (Based on RE/CRM Queries)
             -   Determine the approach (One-to-One or One-to-Many)
             -   Assign Parts to Roles
             -   Set Refresh Rate




10/03/2011        Molly Maple | @blondegeek        5
TARGETED CONTENT EXAMPLES




   There are two methods:
      One-to-One and
        One-to-Many




10/03/2011   Molly Maple | @blondegeek   6
ONE TO ONE



                                              This type of approach
                                               utilizes the Targeted
                                              Content part – which
                                              delivers a single piece
                                               of content per user –
                                             depending on the role of
                                                      the user




10/03/2011   Molly Maple | @blondegeek   7
ONE TO MANY
   This approach uses
 security at the part level
 and allows you to deliver
   many impressions,
 based on the number of
     roles of a user


  For Board Members Only




   For Site Members Only




10/03/2011   Molly Maple | @blondegeek   8
USING THE TARGETED CONTENT PART




                                             Order matters!
  Security comes from the
         Part itself




10/03/2011   Molly Maple | @blondegeek   9
TARGETING CONTENT                      The Market is Noisy

       Targeting & Security
             Each part can be set to
             display based on
             information about the
             constituent
             Access targeting and
             security on a part’s
             properties




10/03/2011   Molly Maple | @blondegeek   10
SUGGESTED CONTENT




10/03/2011   Molly Maple | @blondegeek   11
USING SUGGESTED CONTENT
       Suggested Content:
             -   Can present a specific message to visitors based on their clicks
             -   Dynamically changes
             -   Doesn’t require queries
             -   Works without a login
             -   Requires a content strategy


       How it Works:
             -   Determine the content strategy
             -   Establish tags for use
             -   Assign tags to parts/content
             -   Embed Suggested Content Part into your template/page




10/03/2011        Molly Maple | @blondegeek         12
BUILDING A CONTENT STRATEGY

                                                     Tasks?



        Who?                     Entry Point?                          Then
                                                              Wants?
                                                                       What?



                                                 Obstacles?




       What task do we want them to perform?
       What would make them want to perform that task?
       What obstacles stand in the way of performing the task?
       After the task…what happens next?
10/03/2011   Molly Maple | @blondegeek          13
ADDING TAGS TO EXISTING CONTENT




                                               The Summary provides
                                              the content for the promo


10/03/2011   Molly Maple | @blondegeek   14
SUGGESTED CONTENT EXAMPLES




10/03/2011   Molly Maple | @blondegeek   15
PLACEMENT IS VITAL FOR SUGGESTED CONTENT




10/03/2011   Molly Maple | @blondegeek   16
TIPS FOR USING SUGGESTED CONTENT
       •     There is no report to list suggested content in use
       •     Utilize scheduled publishing
       •     Utilize folder structure for Parts you use with suggested content
       •     If you frequently copy Parts, remember that Tags are copied
       •     Utilize the summary (and use HTML)
       •     Update your content strategy




10/03/2011      Molly Maple | @blondegeek      17
CONTENT COMPARISON




10/03/2011   Molly Maple | @blondegeek   18
USING CONTENT COMPARISON
       Content Comparison:
             - Will dynamically test content against other content
             - Measures conversions and click-throughs
             - Automatically selects a “winner” after threshold is reached


       How it Works:
             - Select Parts to compare
             - Establish your testing threshold
             - Ensure a call to transact to maximize results
               (Donate, Register for Event, Join)




10/03/2011      Molly Maple | @blondegeek         19
CONTENT COMPARISON




10/03/2011   Molly Maple | @blondegeek   20
CONTENT COMPARISON




10/03/2011   Molly Maple | @blondegeek   21
MOBILE CONTENT




10/03/2011   Molly Maple | @blondegeek   22
MOBILE, YOU SAY?




10/03/2011   Molly Maple | @blondegeek   23
USING MULTIPLE STYLESHEETS
       • Designing Mobile Pages:
             - Everything is vertical
             - Design for smaller screen size
             - Create a new menu


       • How it works:
             - Every template allows you to define multiple layouts
             - Define the style
             - Define the order of enforcement




10/03/2011      Molly Maple | @blondegeek         24
USING MULTIPLE STYLESHEETS




10/03/2011   Molly Maple | @blondegeek   25
SELECTING LAYOUTS




10/03/2011   Molly Maple | @blondegeek   26
STYLESHEET MANAGEMENT




10/03/2011   Molly Maple | @blondegeek   27
STYLESHEET MANAGEMENT




10/03/2011   Molly Maple | @blondegeek   28
UNFORMATTED TEXT




10/03/2011   Molly Maple | @blondegeek   29
USING THE UNFORMATTED TEXT PART




10/03/2011   Molly Maple | @blondegeek   30
USES FOR THE UNFORMATTED TEXT PART
       •     http://www.blackbaud.com/bb/bbis/code.aspx
       •     Facebook Like button
       •     YouTube video
       •     Flickr albums
       •     ShareThis/AddThis
       •     Custom Redirects
       •     Mobile Stylesheet includion




10/03/2011      Molly Maple | @blondegeek   31
CONTENT APPROVAL




10/03/2011   Molly Maple | @blondegeek   32
USING CONTENT APPROVAL & WORKFLOWS
       Content Workflow:
             -   Are limited to Formatted Text & Image Parts
             -   Allow linear notification of content updates
             -   Support approver groups
             -   Provide full version tracking and rollback


       How it Works:
             - Establish the workflow
             - Assign a role for the approver(s)
             - Define the notifications




10/03/2011        Molly Maple | @blondegeek         33
DEFINING THE WORKFLOW




10/03/2011   Molly Maple | @blondegeek   34
NOTIFICATIONS WILL FIRE VIA EMAIL




10/03/2011   Molly Maple | @blondegeek   35
USE VERSIONING AND ROLLBACK




                                              View or revert to a specific
                                                version under Actions




10/03/2011   Molly Maple | @blondegeek   36
CONDITIONAL CONTENT




10/03/2011   Molly Maple | @blondegeek   37
USING CONDITIONAL CONTENT
       Conditional Content:
             -   Can present a specific message to specific people in an e-mail
             -   Automatically calculates the appropriate message
             -   Relies on a query or list
             -   Similar to Targeted Content, there are two types


       How it Works:
             - Create a query or a list for each group
             - Determine the hierarchy of messaging
             - Utilize the Conditional Content feature in the e-mail




10/03/2011        Molly Maple | @blondegeek        38
CONDITIONAL CONTENT EXAMPLES




10/03/2011   Molly Maple | @blondegeek   39
CREATING THE CONDITIONS




  Click +Add Condition
   to…add a condition



                                              Use Conditional Content
                                               within a Condition for
                                                   nested loops



10/03/2011   Molly Maple | @blondegeek   40
#BBCON #BACON TAKEAWAY:
                          120 characters or less, please.




10/03/2011   Molly Maple | @blondegeek         41

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Advanced Content Features in Blackbaud NetCommunity

  • 1. Advanced Content Features in Blackbaud NetCommunity PRESENTED BY MOLLY MAPLE/@BLONDEGEEK 10/03/2011 Molly Maple | @blondegeek 1
  • 2. FIRST, A PRIMER… • Content – refers to textual, visual, or aural data encountered as part of the user experience on websites • Part – refers to the Blackbaud NetCommunity content builder components • This session will include some live demo and some screenshots but we will move fast 10/03/2011 Molly Maple | @blondegeek 2
  • 3. NOW, AN AGENDA • Targeted Content • Suggested Content • Content Comparison • Mobile Content • Unformatted Text • Content Approval & Workflow • Conditional Content 10/03/2011 Molly Maple | @blondegeek 3
  • 4. TARGETED CONTENT 10/03/2011 Molly Maple | @blondegeek 4
  • 5. USING TARGETED CONTENT Targeted Content: - Can present a specific message to specific people - Dynamically changes - Automatically refreshes - Requires a login How it Works: - Use Roles (Based on RE/CRM Queries) - Determine the approach (One-to-One or One-to-Many) - Assign Parts to Roles - Set Refresh Rate 10/03/2011 Molly Maple | @blondegeek 5
  • 6. TARGETED CONTENT EXAMPLES There are two methods: One-to-One and One-to-Many 10/03/2011 Molly Maple | @blondegeek 6
  • 7. ONE TO ONE This type of approach utilizes the Targeted Content part – which delivers a single piece of content per user – depending on the role of the user 10/03/2011 Molly Maple | @blondegeek 7
  • 8. ONE TO MANY This approach uses security at the part level and allows you to deliver many impressions, based on the number of roles of a user For Board Members Only For Site Members Only 10/03/2011 Molly Maple | @blondegeek 8
  • 9. USING THE TARGETED CONTENT PART Order matters! Security comes from the Part itself 10/03/2011 Molly Maple | @blondegeek 9
  • 10. TARGETING CONTENT The Market is Noisy Targeting & Security Each part can be set to display based on information about the constituent Access targeting and security on a part’s properties 10/03/2011 Molly Maple | @blondegeek 10
  • 11. SUGGESTED CONTENT 10/03/2011 Molly Maple | @blondegeek 11
  • 12. USING SUGGESTED CONTENT Suggested Content: - Can present a specific message to visitors based on their clicks - Dynamically changes - Doesn’t require queries - Works without a login - Requires a content strategy How it Works: - Determine the content strategy - Establish tags for use - Assign tags to parts/content - Embed Suggested Content Part into your template/page 10/03/2011 Molly Maple | @blondegeek 12
  • 13. BUILDING A CONTENT STRATEGY Tasks? Who? Entry Point? Then Wants? What? Obstacles? What task do we want them to perform? What would make them want to perform that task? What obstacles stand in the way of performing the task? After the task…what happens next? 10/03/2011 Molly Maple | @blondegeek 13
  • 14. ADDING TAGS TO EXISTING CONTENT The Summary provides the content for the promo 10/03/2011 Molly Maple | @blondegeek 14
  • 15. SUGGESTED CONTENT EXAMPLES 10/03/2011 Molly Maple | @blondegeek 15
  • 16. PLACEMENT IS VITAL FOR SUGGESTED CONTENT 10/03/2011 Molly Maple | @blondegeek 16
  • 17. TIPS FOR USING SUGGESTED CONTENT • There is no report to list suggested content in use • Utilize scheduled publishing • Utilize folder structure for Parts you use with suggested content • If you frequently copy Parts, remember that Tags are copied • Utilize the summary (and use HTML) • Update your content strategy 10/03/2011 Molly Maple | @blondegeek 17
  • 18. CONTENT COMPARISON 10/03/2011 Molly Maple | @blondegeek 18
  • 19. USING CONTENT COMPARISON Content Comparison: - Will dynamically test content against other content - Measures conversions and click-throughs - Automatically selects a “winner” after threshold is reached How it Works: - Select Parts to compare - Establish your testing threshold - Ensure a call to transact to maximize results (Donate, Register for Event, Join) 10/03/2011 Molly Maple | @blondegeek 19
  • 20. CONTENT COMPARISON 10/03/2011 Molly Maple | @blondegeek 20
  • 21. CONTENT COMPARISON 10/03/2011 Molly Maple | @blondegeek 21
  • 22. MOBILE CONTENT 10/03/2011 Molly Maple | @blondegeek 22
  • 23. MOBILE, YOU SAY? 10/03/2011 Molly Maple | @blondegeek 23
  • 24. USING MULTIPLE STYLESHEETS • Designing Mobile Pages: - Everything is vertical - Design for smaller screen size - Create a new menu • How it works: - Every template allows you to define multiple layouts - Define the style - Define the order of enforcement 10/03/2011 Molly Maple | @blondegeek 24
  • 25. USING MULTIPLE STYLESHEETS 10/03/2011 Molly Maple | @blondegeek 25
  • 26. SELECTING LAYOUTS 10/03/2011 Molly Maple | @blondegeek 26
  • 27. STYLESHEET MANAGEMENT 10/03/2011 Molly Maple | @blondegeek 27
  • 28. STYLESHEET MANAGEMENT 10/03/2011 Molly Maple | @blondegeek 28
  • 29. UNFORMATTED TEXT 10/03/2011 Molly Maple | @blondegeek 29
  • 30. USING THE UNFORMATTED TEXT PART 10/03/2011 Molly Maple | @blondegeek 30
  • 31. USES FOR THE UNFORMATTED TEXT PART • http://www.blackbaud.com/bb/bbis/code.aspx • Facebook Like button • YouTube video • Flickr albums • ShareThis/AddThis • Custom Redirects • Mobile Stylesheet includion 10/03/2011 Molly Maple | @blondegeek 31
  • 32. CONTENT APPROVAL 10/03/2011 Molly Maple | @blondegeek 32
  • 33. USING CONTENT APPROVAL & WORKFLOWS Content Workflow: - Are limited to Formatted Text & Image Parts - Allow linear notification of content updates - Support approver groups - Provide full version tracking and rollback How it Works: - Establish the workflow - Assign a role for the approver(s) - Define the notifications 10/03/2011 Molly Maple | @blondegeek 33
  • 34. DEFINING THE WORKFLOW 10/03/2011 Molly Maple | @blondegeek 34
  • 35. NOTIFICATIONS WILL FIRE VIA EMAIL 10/03/2011 Molly Maple | @blondegeek 35
  • 36. USE VERSIONING AND ROLLBACK View or revert to a specific version under Actions 10/03/2011 Molly Maple | @blondegeek 36
  • 37. CONDITIONAL CONTENT 10/03/2011 Molly Maple | @blondegeek 37
  • 38. USING CONDITIONAL CONTENT Conditional Content: - Can present a specific message to specific people in an e-mail - Automatically calculates the appropriate message - Relies on a query or list - Similar to Targeted Content, there are two types How it Works: - Create a query or a list for each group - Determine the hierarchy of messaging - Utilize the Conditional Content feature in the e-mail 10/03/2011 Molly Maple | @blondegeek 38
  • 39. CONDITIONAL CONTENT EXAMPLES 10/03/2011 Molly Maple | @blondegeek 39
  • 40. CREATING THE CONDITIONS Click +Add Condition to…add a condition Use Conditional Content within a Condition for nested loops 10/03/2011 Molly Maple | @blondegeek 40
  • 41. #BBCON #BACON TAKEAWAY: 120 characters or less, please. 10/03/2011 Molly Maple | @blondegeek 41