Good Stuff Happens in 1:1 Meetings: Why you need them and how to do them well
Blackbaud Online Express Webinar Slides
1. The audio for event will be broadcast through your computer.
Speakers Slides Media Help Q&A
Simple Online Fundraising. Smart Email Marketing.
Integrated Event Registration. Modern Memberships.
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ONLINE EXPRESS
OVERVIEW
GETTING STARTED
PRODUCT TOUR
SIMPLE ONLINE FUNDRAISING
SMART EMAIL MARKETING
INTEGRATED EVENT
REGISTRATIONS
MODERN MEMBERSHIPS
PRICING
QUESTIONS AND
ANSWERS
05
- Introduce Whitney / Steve / Chris
- Mention they can interact with the widgets during the presentation
Submit questions anytime during the presentation.
Will talk about how the
Simple, Smart Fundraising and Email Marketing solution for RE users
Up and running in minutes
Leverage best-practices found from research
Main takeaway: time-saving integration, built-in visual designs, drag/drop editor = more time to focus on your mission
Common themes across forms (embedable forms / mobile friendly / tight RE integration / great visual design / best practices)
Donations ( one-time and recurring gifts / honor memorial gifts )
Events ( paid and free events / multiple participants / attributes / donations )
Memberships ( gift of membership / additional donations )
Email ( built-in templates / drag and drop / mobile friendly out of box )
- BBOX generates forms, not web pages.
- You’ll place code snippet on your website.
- Future form changes appear nearly instantly.
High level benefits
Install and provision is fast and easy
User interface is intuitive and links to video tuts embedded
Forms live on your own website
Build mobile friendly emails with simple drag/drop....NO HTML/CSS!!!
Donors never leave your site to submit gifts
Tight integration with RE allows easy constituent matching and processing
To get started....
If you host The Raiser’s Edge...
If Blackbaud hosts RE for you...
- When installed, access OLX from left hand toolbar
If you haven’t previously set up BBPS and BBMS accounts, we’ll walk you through that
You’ll choose a subscription plan and that’s it
You’ll see your Online Express dashboard where you can begin fundraising.
Manage donations by clicking the Donations tab
Dashboard metrics ( views / transactions / conversions / $$$ )
See each form you’ve created and its recent performance
Edit
- Notice Video Link
- Name form
Add funds from The Raiser’s Edge
Choose payment options
Optionally associate an appeal from RE
Lots of configurable options:
- But best practice is to minimize use of options, so don’t enable them all
Suggested gift amounts
Notice option to pre-select a giving level (research shows using a pre-selected gift amount can increase average gift for a form)
Comments / Recurring / Gift Attributes from RE
Look & Feel
Drag and drop to reorder the main form sections
Research shows buttons perform better, so selected by default.
But may find specific appeal lends itself more to radio buttons
Fine tuning is primarily for visual styling tweaks and changing field labels
Things like colors are easy to change (show BG color change)
Changing labels just requires clicking into label (show gift label change)
Can even change how validation messages look (click MESSAGES sub-tab)
Here you can click to edit the thank you email donors receive
And the confirmation message donors see on your website after they donate
Compelling as Online Express is....you probably won’t spend all day every day, so can configure notification emails when donations arrive.
That’s it.
Copy the embed code.
Paste on your website.
Emphasize that code only needs to be embedded once.
Refresh page to save a change.
Left side, see each incoming donation from your Online Express forms
Right side, see details about each transaction
OLX will automatically links incoming gifts to existing constituents (and you get to define the rules for how matches are calculated)
You can opt to not accept some user-provided biographical data (like type-o’s)
Can process transactions individually or in bulk
After processing, all gifts go into a batch that you can edit, commit, or just save for later
Dashboard metrics with past-12-month data for open / click / conversion / average gift rates
Also see performance of recently sent messages and segmented email lists
Before sending email, need an email list...
Lists are very easy.
Build and save constituent queries in The Raiser’s Edge
And add one or more queries to Online Express lists
Can choose up to 3 different RE email types
Start from a layout with no content or choose a previous message that you’ve sent as the starting point
Content Tab – Drag and Drop
Show removal and re-addition of sidebar image
Drag text into sidebar and center it
Style tab
Background colors and padding/alignment
Note how recently used colors save to pallet
Layout tab:
Add/remove areas that can receive content.
Save & Continue
Provide from address and subject
Send yourself a few test messages
Choose a recipient list and click send.
Come back to Power Point at this point
You’ll use the Online Express Email Signup form to allow folks to opt in to receive information
Building and using the form works just like donation form.
Only 3 steps
Same visual fine tuning as donations
And grab the code snippet
- Online Express is sold as a subscription.
- Pricing tiers based on useable email addresses that you’ve added to Online Express.
- Useable email address is any email address added from RE.
- We don’t count hard-bounces or opt-outs in the useable count.
- Annual send limits, but unlimited forms.
- Monthly pricing for donation forms and email marketing 200 / 275 / 350
- Events adds $20/mo and Membership adds $50/mo
