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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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TWEET ABOUT YOUR SESSION
@m_fenton
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• Using NetCommunity for Email Distribution
• Using NetCommunity for Alumni Business
Directory
• Using Janrain for Social Sign-On into
NetCommunity
FIRSTLY, OUR OBJECTIVES
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• Using NetCommunity for Surveys
• Using Staff Notifications in NetCommunity
• Using NetCommunity for Service
Provisioning
AND SOME MORE OBJECTIVES..
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USING NETCOMMUNITY FOR EMAIL
DISTRIBUTION
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• 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)
MANAGING CONDITIONAL
CONTENT
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MANAGING CONDITIONAL
CONTENT
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MANAGING CONDITIONAL
CONTENT
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USING NETCOMMUNITY FOR
THE ALUMNI BUSINESS DIRECTORY
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• 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
THE ALUMNI BUSINESS
DIRECTORY
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USING THE DIRECTORY PAGE PART
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SEARCH RESULTS FROM
THE DIRECTORY PAGE PART
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USING PROFILE DISPLAY
TO DISPLAY RESULTS
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USING JANRAIN FOR
SOCIAL SIGN-ON INTO NETCOMMUNITY
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• 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
SOCIAL SIGN-ON
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• 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
JANRAIN
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• 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.
NETCOMMUNITY AND JANRAIN
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USING NETCOMMUNITY FOR SURVEYS
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• 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
GENERAL FORMS
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• 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.
ALUMNI OPINION SURVEY
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USING NETCOMMUNITY FOR NOTIFICATIONS
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• 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
NETCOMMUNITY STAFF
NOTIFICATIONS
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EVENT NOTIFICATIONS
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DONATION NOTIFICATIONS
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USING NETCOMMUNITY FOR SERVICE
PROCESSING
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• Profile Update Forms are a great way of moving data back into
Raiser’s Edge for further processing
USING PROFILE UPDATE FORMS
FOR SERVICE PROCESSING
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QUESTIONS AND ANSWERS?
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TWEET ABOUT YOUR SESSION
@m_fenton
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Follow #blkbnc for more
NetCommunity tips afterwards