2014 Technology Roadmap… into

2015

2014 – how did we do?• new reporting environment (tick)• new account user management (tick)• one-click donations (tick)• new ‘profiles’ interface (tick)• option to create ‘attributes’ (tick)• telemarketing (partially complete, 8-10 week cycle) • event module (in progress, 6-8 week cycle)• email service (in progress, 16-20 week cycle)• supporter center (2015)

telemarketing• phase 1 is completed: donation / membership processing via

manage supporter page• phase 2 is completed: account user permissions• call lists are created by administrators using any transactional or

constituent data• telemarketers are processing a call transaction, and if successful, a

campaign transaction• reporting allows for analysis of performance metrics of individual

telemarketers• transactional data includes new transaction types• implementation linked to re-work of ‘manage supporter’ page

email service• complete overhaul of dashboard UI• new features:

• automated sending of split test winners based on client set metric• improvement to plain text loader• preview in dominant email clients• deliverability scoring• single page email edit, list build, and send• send schedule linked to recipient time zone• auto-update segments for scheduled broadcasts• new templates with focus on mobile• ‘attributes’ are being added to roll-up reporting data

• reporting to connect email ID to landing page campaign ID for better reporting

event module• more sophisticated features than current data capture option:

• cap event numbers

• automate event wait list

• automate event registrant cancellation

• additional transaction data fields specific to events (e.g. multiple guests through single purchase)

• ‘table’ or ‘group purchase’ manager

• bar coded email receipts for event ticketing

• phase 2 will be a distributed events module based on peer-to-peer fundraising module / supporter center

supporter center• portable widget that can be embedded anywhere, or hosted web

page with login form• supporter login / forgot password function• customizable supporter dashboard:

• update personal data

• manage recurring payments

• view advocacy history

• view donor history

• suggest other actions to take

• view project updates from projects they have contributed to

• options to expand the dashboard - campaign updates / donor impact content

peer-to-peer• move from embedded widget to hosted pages ‘content markers’ –

modularized page options• provide page-builder and microsite templates (more comprehensive

CMS) with inline editor• overhaul of data structure to roll-up reporting more efficiently• dashboard re-design focusing all campaign components in a single

menu• greater selection of customizable display widgets and data services• expanded options for fundraiser dashboard• mobile app for fundraisers

CRM improvements• assigning a wider number of ‘tagged’ fields for data management in

the dashboard (e.g. ‘chapter’ / ‘secondary email’ / ‘household’ / etc.)• option to create a personal view of the ‘manage user’ page: drag

and drop data modules into the page view• data aggregation and metrics available in the ‘manage supporter’

page• new transaction type for ‘supporter notes’ for data sync with other

databases• expanded view of all transaction types (including email) in the

‘manage user’ page• new option for batch merge of records

also on the list• new page builder• social media campaigning tool• batch donation processing• improved survey function• UI changes to query builder, campaign list page, default record

page• Engaging Networks Services (ENS)• fraud detection service for donation processing• spam prevention built into all forms

Thank You!