SO BRIGHT YOU'LL NEED SHADES: YOUR FUTURE ONLINE SOLUTIONS

2 #bbcon2

NAME: ROBERT MCALLEN FROM: CUMBERNAULD, SCOTLAND

WHAT I DO: MANAGER, PRODUCT MANAGEMENT

BACKGROUND: 15 YEARS IN NOT FOR PROFITS AT BLACKBAUD

INTERESTING FACTS:

LAUNCHED A COMMUNITY CHARITY

IN SCOTLAND

HAD PRINCESS DIANA TO HIS HOUSE FOR TEA

HAS ALREADY PURCHASED COWBOY BOOTS

@RobMcAllen

(MAINLY IN EUROPE NOW IN AUSTIN, TEXAS)

3 #bbcon3

NAME: KATHRYN HALL FROM: LIBERTYVILLE, ILLINOIS

WHAT I DO: SENIOR CLIENT SUCCESS MANAGER

BACKGROUND: INTERACTIVE PROJECT MGT, SUCCESS FACTORS

INTERESTING FACTS:

1ST JOB OUT OF COLLEGE = PEACE CORPS

VOLUNTEER IN COSTA RICA

RAISED BY ANTHROPOLOGISTS

TAKE ‘BUSMAN’S HOLIDAYS’ TO WORK

WITH NONPROFITS IN AFRICA

STARTED WITH SPHERE AT KINTERA

IN 2005 (just before Katrina hit)

@KathrynHall

(9 YRS EXCLUSIVELY DEDICATED TO NONPROFITS)

4 #bbcon

AGENDA• Peer-To-Peer• Online Marketing & Fundraising• Point Solutions• Q&A

WHO WENT TO THE “SPHERE OVERVIEW” SESSION AT 8:30?

5 #bbcon

6 #bbcon

Luminate Suite

$

$

$

CRM Online Marketing Advocacy TeamRaiser

Luminate Analytics Advanced Reports

• TeamRaiser sits on a platform called Luminate Online.

• Similar to the Sphere platform that supports FAF, all of the information that is captured by TeamRaiser for registrations, donations, team memberships, emails, etc is written to the Luminate Online database.

SIMILARITIES TO FAF

• This database enables personalization of recruitment, coaching and retention emails, among other things

• Luminate Online integrates with Luminate CRM and The Raiser’s Edge for advanced constituent management

FAF PRODUCT UPDATE PROCESS

FAF and TeamRaiser are both 100% cloud-based. We use Agile methodology, and do extensive, iterative testing throughout the release cycle.

With FAF, new feature releases often “break” custom design code.

With TeamRaiser, releases have no impact on custom-developed sites using previous versions.

- New features can be incorporated AFTER the fundraising / as clients plan for future events.

- Custom-developed sites typically use the API, and no changes are made to the API in a release which are subtractive, or change the nomenclature or data structure.

• 50% of the US public view email and websites on a smartphone or tablet • FAF has limited mobile capabilities• TR offers fully responsive design so that the whole site automatically

displays correctly on a computer, tablet, or smart phone.

TEAMRAISER: BETTER FOR MOBILE

• In TR, we’re striving to make 100% of the site responsive. The home page, Participant Center, and registration and donation forms automatically adjust to the device viewing the page.

• With FAF, donors see a

separate donation page or registration form when using a mobile device. The mobile forms have a reduced set of fields and features.

TEAMRAISER: BETTER FOR MOBILE

GAMIFICATION

• Badges require extensive customization with FAF• TeamRaiser has built in features for milestone badges

that can be awarded for actions like personalizing page, making a self donation, and reaching a donation threshold.

PARTICIPANT CENTER• FAF participant center landing

page is static, dated • TR offers a flexible, guided

fundraiser experience • What to do next? Dynamic

messages guide participants to fundraising success.

• “Thank These Donors”• Newsfeed messages with

coaching and event updates• Set display options for

Personal Page – set to Private and participate anonymously

• Personal page, gift history & address book retained year to year

• Event ADMINS can easily update personal page

PARTICIPANT CENTER

13 #bbcon

WYSIWYG Editor for

Participant Center

TR: REGISTRATION ADVANTAGES

• Captains and participants can reclaim prior year team

• Cross-event team functionality – same team can participate in multiple events

• Registration workflow in TR varies by Participation Type. - Runners & Walkers can have different options- Virtual participants do not need to sign waiver.

• Self-donationfocus much stronger w/TR:

• In FAF, registrants easily overlook the “returning user login” link and use of Social Sign-on tools often leads to the creation of duplicate contact records, placing a burden on the nonprofit to dedupe and help participants “link up last year’s donation history”.

• TeamRaiser provides a superior “returning user” registration flow, better distinguishing “new” versus returning users.

RETURNING USER AND “SOCIAL SIGN ON”

MATURE EVENT EMAIL COMMUNICATIONS

• Automated follow-up emails at pre-set intervals following registration• Target and personalize emails according to achievements attained• For participants, fully branded email templates in the Participant

Center• For your staff, “Coaching Email Express”

• Combines “best practices” template with “success factors” services.

• Get training, email campaign building, coaching … all the things your team needs to succeed in P2P with TeamRaiser

• Strong community support + free monthly webinars and campaign kits

TEAMRAISER GO!

18 #bbcon

Luminate Suite

$

$

$

CRM Online Marketing Advocacy TeamRaiser

Luminate Analytics Advanced Reports

19 #bbcon19Source: Blackbaud’s 2013 Online Benchmark Report

LUMINATE ONLINE

Luminate “culture” begins with this concept:Your overall online fundraising revenue growth

directly correlates to your usable housefile.

20

EMAIL CALENDAR: SUPERIOR SCHEDULING

Blackbaud Confidential

EMAIL: TESTING CAPABILITIES

21 #bbcon

EMAIL TESTING

A million subscribers and we can send 750K different versions of the same newsletter

STRAIGHTFORWARD CONDITIONAL CONTENT

22 #bbcon

RESPONSIVE EMAIL

Desktop Tablet Smartphone

• Configure Dynamic Ask Levels for every person based on what you know about their giving history

• Dynamic / responsive layouts

• Superior ability to control design (without JavaScript skills): - Add sections, re-order and remove sections - Use WYSIWYG editor to style donations form

• Create & manage page wrappers to support custom looks for donation forms without CMS

• Report Writer – send out daily report to 15 people. Get all the fields you need on one report (w/ Sphere there are always a couple of fields you can’t get on the report)

DONATION FORMS: LO ADVANTAGES

24 #bbcon

EXTENSIVELY CUSTOMIZABLE FORMS

25 #bbcon

UPDATE FORMS WITH WYSIWYG EDITOR

26 #bbcon

• Show screen shot of kits

LUMINATE COMMUNITY

27 #bbcon

KITS

28 #bbcon

• Sphere and FAF use an older payment processing service called Blackbaud Payment Services

• LO and TR integrate with the newer offering, Blackbaud Merchant Services (BBMS)- Credit Card Updater service for recurring gifts- Premium Fraud Management service- Weekly disbursement of funds- Direct access to transactions in your BBMS account- Manage your own chargebacks- Use Blackbaud Mobile Pay to take donations on

smartphones and tablets, sell onsite registrations and check in event guests with RE Event app

BLACKBAUD MERCHANT SERVICES

29 #bbcon

• “Third generation” builds on long experience integrating RE with online applications.

• More frequent intervals – polls for updates every 5 minutes

• Set up rules for auto-processing of gifts

• RE queries pushed close to real time to LO for emailings

• Discuss exact technical specifications with your account manager

INTEGRATION WITH THE RAISER’S EDGE

The GO! program adds a year of expert strategy, consulting and training for a structured path to success with Luminate Online.

LUMINATE ONLINE GO! PROGRAM

31

EMAIL MARKETING AUTOMATION

SMART DONATION FORMS

ENGAGEMENT FACTORS (SCORING)

CALENDAR EVENTS

eCOMMERCE

CONSTITUENT 360

GROUP CONSULTING WEBINARS

BEST PRACTICES FOR RESULTS

TOOLS TRAINING + RESOURCE CTR

PRODUCTION SERVICES

COMMUNITY SUPPORT

ANALYTICS & BENCHMARKS

Luminate Online Go! Program

3232 #bbcon

ONLINE EXPRESS

Blackbaud Confidential

Online Donations

Event Registrations

Membership Management

EmailMarketing

33 #bbcon

Raiser’s Edge or standalone management console

Your Website

A 21st Century Solution

Simple Online Fundraising• Design and embed forms• Single / recurring gifts• Corporate / anonymous gifts• Honor / memorial gifts• Self service support• “Thank You” email editor

Smart Email Marketing• Email templates• “Drag and drop” editing• Dynamic list management• Email performance

dashboard• Collect email addresses• Users can re-subscribe

after they opt-out of emails

Integrated Event Registrations• Paid and free event

registrations• Anonymous registrations• Participant attributes• Additional donations

Modern Membership• Purchase memberships• Gift of membership• Additional donations• Single step form• “Magic Links” to a

membership type from an email or web page

A 21ST CENTURY SOLUTION

Desktop and mobile friendly Deep integration to The Raiser’s Edge

Intuitive DIY interface – no services or training needed Quickly install and provision Online Express Design responsive emails using an intuitive drag-and-

drop tool• You’ll never even see any HTML or CSS code• Pre-designed templates are included

Uses Blackbaud Merchant Services (BBMS) Add mobile-friendly donation forms directly on your

website• No awkward standalone pages or CMS features

Donors never leave your website Download transactions and process them directly into

The Raiser’s Edge• No import/export to integrate data with The Raiser’s Edge

ADVANTAGES OVER EMARKETING BASIC

35 #bbcon

EMAIL DASHBOARD

36 #bbcon

EMAIL CREATION WITHOUT CODE

37 #bbcon

GREAT LOOKING EMAILS

38 #bbcon

EASY EMAIL STATS

39 #bbcon

SIMPLE DONATION FORM SETUP

40 #bbcon

DONATION DASHBOARD

41 #bbcon

INTUITIVE EXPERIENCE

42 #bbcon

Donations

Events

Membership

QUESTIONS?

43 #bbcon

THANK YOU!