DC Users Group Meeting                                       Hidden Gems                                                  ...
What is Segmentation?       • Process of identifying audience of your         communication       • Usually divided into t...
Why Should We Segment?       • Increase Relevance       • Provide additional value       • Engage Constituents       • Avo...
Donor Stewardship is Vital      Source: Amergent© 2012 Convio, a Blackbaud company. All Rights Reserved.   4
Overview: Dynamic Ask       • What is a Dynamic Ask?         - A suggested giving amount based on a constituent‟s donation...
Creating a Dynamic Ask/WYSIWYGThis is what thisconstituent will see© 2012 Convio, a Blackbaud company. All Rights Reserved...
Creating a Dynamic Ask/Donation Form                                                               This donor’s           ...
RFM Segmentation       • Recency       • Frequency       • Monetary Value (Amount)© 2012 Convio, a Blackbaud company. All ...
Email Response Rate Segmentation       • Number of Emails Opened       • Clicks       • Forwards© 2012 Convio, a Blackbaud...
Web Site Engagement Segmentation       • Donated       • Action Alerts       • Purchased Ticket© 2012 Convio, a Blackbaud ...
Using the Results                                                                These constituents                       ...
Putting it to Work© 2012 Convio, a Blackbaud company. All Rights Reserved.   12
Now go build it       Front end configuration for AHS‟s A/B test.       Splash page with program information to Donate    ...
What to configure       • Pagebuilder page for landing page           - Reusable for session variable setting           - ...
A/B test within a single page       [[?x[[S80:session_type]]x::xx::       <!-- if session variable is empty, then create s...
Here’s what we do if the session variable isn’t       blank….       [[?xAx::x[[S80:session_type]]x::       Do A       ::  ...
Links       A version       Splash page       Donation form       B version       Donation form       Landing Page© 2012 C...
Time to Debug                                             with URL parameters© 2012 Convio, a Blackbaud company. All Right...
s_debug=true        What it does for regular Online                         When would/could I use this?          pages:  ...
pgwrap=n        What it does:                                           When would/could I use this?        Removes the pa...
pw_id=XXXX        What it does:                                           When would/could I use this?        Overrides yo...
s_AffiliateSecCatId=XXXX or        s_AffiliateSecCatId=1        What it does:                                           Wh...
scid=XXXX        What it does:                                           When would/could I use this?        • Sets the Ce...
s_jsfirebuglite=true        What it does:                                           When would/could I use this?        Lo...
CMS© 2012 Convio, a Blackbaud company. All Rights Reserved.    25
CMS can GeoLocate!        Do you already have a content         type with full street         addresses?        Then you c...
OMG Resources!!© 2012 Convio, a Blackbaud company. All Rights Reserved.   27
Training Resources       • How to Create Dynamic Asks           - Tutorial           - Help Document (Donation Form)      ...
My Favorite Salesforce AppExchange Apps       • Campaign Calendar       • Conga Composer       • Timba Surveys       • Geo...
Browser Tools       •   IE Dev Toolbar       •   IE Tab - FF add-on       •   Em calculator       •   Web Developer Toolba...
Javascript       •   Auto Complete JS       •   Auto Suggest JS       •   Case-senstative auto suggest JS       •   Javasc...
Free stuff       We have Free Kits!           - Service Modules Kits       The most important free kit is: S tags and cond...
Questions and examples mentioned            *AT* the Users Group meeting© 2012 Convio, a Blackbaud company. All Rights Res...
printer_friendly=1        What it does:                                           When would/could I use this?        • Us...
MessageViewer       There is an SDP that can be of assistence:       EMAIL_MESSAGE_VIEWER_PAGE_WRAPPER       • This option...
**NERD ALERT**                         Caution            There be <script> beyond this slide© 2012 Convio, a Blackbaud co...
My branding guidelines say that all my fonts       have to be Tahoma or our marketing       department is going to flip…  ...
What could that look like?       Reus_override_styles:           <style>            p, li, ol, ul, table, tr, th, td, .exp...
Need to hide something on your page?       Go DOM crawling!       Many many things on a Luminate Online generated page can...
Payment Row we can address via CSS and the       row’s ID                     #payment_typecc_type_Row {display:none;}© 20...
Donation levels require Javascript       While each level‟s radio button has it‟s own ID, the label displaying the        ...
But wait, there’s more.       • You can use the console of Firebug or Web Developer Tools to test it         out.       • ...
Upcoming SlideShare
Loading in …5
×

Hidden Gems - Luminate Online DC Users Group

1,782 views

Published on

DC Convio Luminate Online Users Group presentation on Hidden Gems

Published in: Technology
0 Comments
5 Likes
Statistics
Notes
  • Be the first to comment

No Downloads
Views
Total views
1,782
On SlideShare
0
From Embeds
0
Number of Embeds
5
Actions
Shares
0
Downloads
0
Comments
0
Likes
5
Embeds 0
No embeds

No notes for slide
  • Demographics typically combine standard data elements such as age, gender, geographic location and job function with data elements specific to your organization. Together these elements create a donor profile that tells you who your donor is, and likely governs the tone and content of your messaging to that donor.Transactional data typically encompasses the recency, frequency and amount of donations, and also might include related data such as event registrations or product sales. This information provides a profile of what your donor gives, and likely governs the frequency and type of your gift requests.Engagement is about the point of entry, and the channel by which a constituent is most active. This is going to drive which channels you are using for those segments.
  • Contact Cadence, appropriate number and rhythm of communications based on the method of contact and the engagement levels of the constituent. Knowing your Segments means that you can better understand the communication policies your orgnaization should adopt and implement in the calendar
  • Donors who make two or more gifts in their first year are twice as likely to give the next year – this is Direct Mail, with email, we would expect the graph to take an even steeper turn between 30 and 60 days. There comes a point on this graph where if you haven’t gotten it within a time peroid, it isn’t worth the extra effort, because it isn’t a high ROI. Use personalized experience to encourage second gift within 100 days of their first gift
  • You can set this task to run on a daily or weekly basis.
  • First we’ll need check it the session variable is blank, if it is then we’ll set it based on a random number. Essentially, all the S55 tag and conditional is doing is saying “even” or “odd” – is the random number generated.
  • In our case A is show the splash page and B is show the donation form.
  • You can let the landing page set your session or you can override the session yourself with eithers_session_type=A or s_session_type=B
  • Mentioned during Users Group was using pgwrap=n for “view online” links for Email Stationary.
  • If you’re multi-center client be sure to use this in conjunction with s_AffiliateSecCatId.
  • If you’re multi-center client be sure to use this in conjunction with pw_id.
  • Usescid if your page needs folks to be added to a center, this is really only necessary if the page you’re displaying isn’t in the center you’re adding folks to or if there is an interaction that takes place that would make them a member of that center.
  • Steps to make this happen include pulling address and title information from the Content Type.Adding JS to spit out those addresses in a format for the GoogleMapsAPIInstall the GoogleMapsAPI
  • This is the “Take Home” portion of the slide deck….
  • Create a “printer friendly” link on your pagewrapper: &lt;a href=&quot;[[S8]][[?[[S8]]::?::&amp;amp;::?]]printer_friendly=1&quot;&gt;Printer Friendly Version&lt;/a&gt;
  • This is the “Take Home” portion of the slide deck….
  • Use the inspection tool to find the elements you want to change. Developer Tools will show you what styles are applied and where they are coming from and so can “s_jsfirebuglite=true”
  • To solve this across all pagewrappers, let’s make a reusable pagebuilder page called “reus_override_styles” and inside it we’ll start a stylesheet with any styles we want to be ours.Then add the pagebuilder as reusable to the very end of the Meta Head element when creating a pagewrapper (Step 2) – [[S51:reus_override_styles]]
  • When using our Developer Tools, we can find that the table row that contains the icons of the credit cards has it’s own ID – so we can apply a style to it to hide it just as easily as we could with javascript.
  • In this case, the radio button and amount are two different table cells inside the same table row. So we grab the closest thing with an ID and we’ll crawl the DOM through the parent nodes. Just one “.parentNode” would only get us to the table cell of the input, so we need to go up to another parent.
  • Hidden Gems - Luminate Online DC Users Group

    1. 1. DC Users Group Meeting Hidden Gems July 10, 2012 Sara Hoffman Jackie Mathis© 2012 Convio, a Blackbaud company. All Rights Reserved. 1
    2. 2. What is Segmentation? • Process of identifying audience of your communication • Usually divided into three categories: - Demographics - Transactions - Engagement Go Cowboys! „DA BEARS! YEEHAW!© 2012 Convio, a Blackbaud company. All Rights Reserved. 2
    3. 3. Why Should We Segment? • Increase Relevance • Provide additional value • Engage Constituents • Avoid Communication Saturation© 2012 Convio, a Blackbaud company. All Rights Reserved. 3
    4. 4. Donor Stewardship is Vital Source: Amergent© 2012 Convio, a Blackbaud company. All Rights Reserved. 4
    5. 5. Overview: Dynamic Ask • What is a Dynamic Ask? - A suggested giving amount based on a constituent‟s donation history • EXAMPLE: Debbie donated $120 to your organization earlier this year. For the organization‟s holiday appeal, the Administrator has created an email with a dynamic ask that will take each constituent‟s last donation and add 25% to it. When Debbie opens the email, she will be presented with a suggested $150 ask.© 2012 Convio, a Blackbaud company. All Rights Reserved. 5
    6. 6. Creating a Dynamic Ask/WYSIWYGThis is what thisconstituent will see© 2012 Convio, a Blackbaud company. All Rights Reserved. 6
    7. 7. Creating a Dynamic Ask/Donation Form This donor’s largest gift was $120, on which each ask is based© 2012 Convio, a Blackbaud company. All Rights Reserved. 7
    8. 8. RFM Segmentation • Recency • Frequency • Monetary Value (Amount)© 2012 Convio, a Blackbaud company. All Rights Reserved. 8
    9. 9. Email Response Rate Segmentation • Number of Emails Opened • Clicks • Forwards© 2012 Convio, a Blackbaud company. All Rights Reserved. 9
    10. 10. Web Site Engagement Segmentation • Donated • Action Alerts • Purchased Ticket© 2012 Convio, a Blackbaud company. All Rights Reserved. 10
    11. 11. Using the Results These constituents have donated more than once in the last 45 days but have a Frequency PCTL less than 50© 2012 Convio, a Blackbaud company. All Rights Reserved. 11
    12. 12. Putting it to Work© 2012 Convio, a Blackbaud company. All Rights Reserved. 12
    13. 13. Now go build it Front end configuration for AHS‟s A/B test. Splash page with program information to Donate Or straight to Donate© 2012 Convio, a Blackbaud company. All Rights Reserved. 13
    14. 14. What to configure • Pagebuilder page for landing page - Reusable for session variable setting - Reusable pagebuilder page for splash content • Donation form • Special handling: - Random number generation + custom session variable • [[S55:min,max,mindigits]] • U1 & S80 - Disable redirect from happening from Admin UI • [[?[[S8]]::Admin::<!-- do nothing -->::put all your code here]]© 2012 Convio, a Blackbaud company. All Rights Reserved. 14
    15. 15. A/B test within a single page [[?x[[S80:session_type]]x::xx:: <!-- if session variable is empty, then create session_type --> [[?[[U1:randomNumber=[[S55:1,2,1]]]]::1:: [[U0:session_type=A]] <script language="Javascript" type="text/javascript">window.location=[[S8]];</script> :: [[U0:session_type=B]] (js to reload the page) ]] :: <!-- else session_type has a value --> ??? What do I do here ??? ]]© 2012 Convio, a Blackbaud company. All Rights Reserved. 15
    16. 16. Here’s what we do if the session variable isn’t blank…. [[?xAx::x[[S80:session_type]]x:: Do A :: [[?xBx::x[[S80:session_type]]x:: Do B :: ]] ]]© 2012 Convio, a Blackbaud company. All Rights Reserved. 16
    17. 17. Links A version Splash page Donation form B version Donation form Landing Page© 2012 Convio, a Blackbaud company. All Rights Reserved. 17
    18. 18. Time to Debug with URL parameters© 2012 Convio, a Blackbaud company. All Rights Reserved. 18
    19. 19. s_debug=true What it does for regular Online When would/could I use this? pages: • If you see dreaded extra “[[“ or • Display the names of reusables “]]” signs on your published when viewing source. page. <!-- Begin content from What else does it do? page: [[pagebuilder name]] --> • Enables javascript debugging for: <!-- End of page content from page: [[pagebuilder • PC2 name]] --> • Gigya OAuth and Social Sharing Example with debug turned on • Gift Service Center 2© 2012 Convio, a Blackbaud company. All Rights Reserved. 19
    20. 20. pgwrap=n What it does: When would/could I use this? Removes the pagewrapper from • If you are producing content to the page be utilized by an API • If you need to remove “native” Luminate Online CSS/JS Examples: • If you are producing something for mobile only • With Pagewrapper • If you are debugging your • Without Pagewrapper page‟s conditionals and configuration without the worry of pagewrapper conditionals or variables overwriting or resetting • If you are debugging the pagewrapper itself© 2012 Convio, a Blackbaud company. All Rights Reserved. 20
    21. 21. pw_id=XXXX What it does: When would/could I use this? Overrides your session with a • When you‟re building out a new specific pagewrapper. stylesheet or pagewrapper configuration that might not need a whole new pagewrapper Examples: • If you need to display a standard Luminate Online page • UserLogin standard in a particular wrapper • UserLogin overridden (for an • If you want to time travel back event) through old versions • Current Action Alert • Different campaign wrapper© 2012 Convio, a Blackbaud company. All Rights Reserved. 21
    22. 22. s_AffiliateSecCatId=XXXX or s_AffiliateSecCatId=1 What it does: When would/could I use this? Sets the security category of a • If you need to display a session. Often used in pagewrapper from a different conjunction with pw_id. security category • When pw_id alone isn‟t Examples: working, try using this variable set to 1. • Standard TellAFriend • When pw_id isn‟t enough • Overridden TellAFriend - (this example is multicenter)© 2012 Convio, a Blackbaud company. All Rights Reserved. 22
    23. 23. scid=XXXX What it does: When would/could I use this? • Sets the Center (specified by • If you‟re using pw_id or the Centers security category AffiliateSecCatId but need to ID) in the users session. have users be added to a different center Example: Take the BP Oil spill • If national wants to send a • National issue awareness is message, but branding and needed cultivation need to be for the • Local members and support local organization. is priority • So donations made to X campaign make the donor a member of that local chapter.© 2012 Convio, a Blackbaud company. All Rights Reserved. 23
    24. 24. s_jsfirebuglite=true What it does: When would/could I use this? Loads Firebug Lite on the page • When you‟ve got a complaint in and every subsequent page in IE6  a session • When you‟re testing things out on mobile Example© 2012 Convio, a Blackbaud company. All Rights Reserved. 24
    25. 25. CMS© 2012 Convio, a Blackbaud company. All Rights Reserved. 25
    26. 26. CMS can GeoLocate! Do you already have a content type with full street addresses? Then you can make a map with the GoogleMaps API and some javascript • Central Park Conservancys interactive map of Central Park • CCFA‟s Chapters map and list Link to CCFA‟s source Link to CCFA‟s JS© 2012 Convio, a Blackbaud company. All Rights Reserved. 26
    27. 27. OMG Resources!!© 2012 Convio, a Blackbaud company. All Rights Reserved. 27
    28. 28. Training Resources • How to Create Dynamic Asks - Tutorial - Help Document (Donation Form) - Help Document (WYSIWYG) • How to Create RFM Segmentation and Engagement Factors - Tutorial - Help Documents • Best Practices Fundraising Materials Found in Convio Learn Center© 2012 Convio, a Blackbaud company. All Rights Reserved. 28
    29. 29. My Favorite Salesforce AppExchange Apps • Campaign Calendar • Conga Composer • Timba Surveys • GeoPointe • Gmail Integration for Salesforce© 2012 Convio, a Blackbaud company. All Rights Reserved. 29
    30. 30. Browser Tools • IE Dev Toolbar • IE Tab - FF add-on • Em calculator • Web Developer Toolbar - FF add-on • Colorzilla - FF add-on • Measure It - FF add-on • Sitepoint Reference - FF add-on • Stylish – FF add-on© 2012 Convio, a Blackbaud company. All Rights Reserved. 30
    31. 31. Javascript • Auto Complete JS • Auto Suggest JS • Case-senstative auto suggest JS • Javascript Recommended Reading© 2012 Convio, a Blackbaud company. All Rights Reserved. 31
    32. 32. Free stuff We have Free Kits! - Service Modules Kits The most important free kit is: S tags and conditionals! [[?xx::x[[S1:user_name]]x::non-logged in content:: logged in content]] [[?xx::x[[S1:user_name]]x::Who the heck are you?:: Howdy [[S1:first_name]]]]© 2012 Convio, a Blackbaud company. All Rights Reserved. 32
    33. 33. Questions and examples mentioned *AT* the Users Group meeting© 2012 Convio, a Blackbaud company. All Rights Reserved. 33
    34. 34. printer_friendly=1 What it does: When would/could I use this? • Uses the “Printer Friendly” • Have a “print” icon on your version of the pagebuilder page wrapper Example: • Action Alert Complimentary in CMS • Homepage (CMS) print=t© 2012 Convio, a Blackbaud company. All Rights Reserved. 34
    35. 35. MessageViewer There is an SDP that can be of assistence: EMAIL_MESSAGE_VIEWER_PAGE_WRAPPER • This option controls which PageWrapper to use while rendering email messages on web. Possible values are NONE, DEFAULT or a specific PageWrapper id.© 2012 Convio, a Blackbaud company. All Rights Reserved. 35
    36. 36. **NERD ALERT** Caution There be <script> beyond this slide© 2012 Convio, a Blackbaud company. All Rights Reserved. 36
    37. 37. My branding guidelines say that all my fonts have to be Tahoma or our marketing department is going to flip… • Override default Convio styles with your own stylesheet in pagebuilder. - Create a reusable stylesheet for your pagewrappers that contains the necessary overrides:© 2012 Convio, a Blackbaud company. All Rights Reserved. 37
    38. 38. What could that look like? Reus_override_styles: <style> p, li, ol, ul, table, tr, th, td, .explicit, h1, h2, h3, h4, h5, .cons-pers td, .cons-pers p, .cons-pers label, .cons-pers fieldset, .cons-pers .explicit, .netscapefix, .cons- pers p.hint, textarea, input, select, option, .button, .objtitle { font-family: Tahoma, Arial, Helvetica, sans-serif !important;} </style>© 2012 Convio, a Blackbaud company. All Rights Reserved. 38
    39. 39. Need to hide something on your page? Go DOM crawling! Many many things on a Luminate Online generated page can be manipulated by javascript and DOM tree manipulation. But something can be conquered with just CSS. Let‟s take hiding the Payment Type row versus hiding a particular donation level…© 2012 Convio, a Blackbaud company. All Rights Reserved. 39
    40. 40. Payment Row we can address via CSS and the row’s ID #payment_typecc_type_Row {display:none;}© 2012 Convio, a Blackbaud company. All Rights Reserved. 40
    41. 41. Donation levels require Javascript While each level‟s radio button has it‟s own ID, the label displaying the amount is in a different cell without an ID. We‟ll need the ID of the level to be hidden. Hide $250: document.getElementById(level_flexiblecompact4890) .parentNode.parentNode.style.display = none;© 2012 Convio, a Blackbaud company. All Rights Reserved. 41
    42. 42. But wait, there’s more. • You can use the console of Firebug or Web Developer Tools to test it out. • But to get this to work on your page, we‟ll need to create a function and have it called on page load: <script> addOnLoadHandler(hideStuff); function hideStuff() { document.getElementById(level_standardcompact12345).pa rentNode.parentNode.style.display = none; } <script> For more information, check out a post on Community.© 2012 Convio, a Blackbaud company. All Rights Reserved. 42

    ×