t<br />It’s All In The Tools:<br />Maximizing Your TeamRaiser Event<br />Presented by: Shana Masterson and Jonathan Cass<b...
Shana Masterson(@npshana)Associate Director, Interactive Fundraising & EngagementAmerican Diabetes Association<br />2<br /...
Jonathan Cass (@jcassAHS)e-Communications Manager<br />3<br />© 2011 Convio, Inc.<br />
Event Registration<br />
Event Homepage Options<br />TeamRaiser pages – “greeting page” - easiest to setup, less customizable.<br />Custom pages in...
Preferred: Custom PageBuilder Method<br />You have better control over how information is presented to your supporters.<br...
Preferred: Custom PageBuilder Method<br />With the custom option you can control the navigation. <br />The three registrat...
Another example from AHS?<br />8<br />© 2011 Convio, Inc.<br />
Update The Default Text<br />9<br />© 2011 Convio, Inc.<br />On all TeamRaiser Custom Pages, <br />you have the option to ...
Self Donation Sample<br />Default: <br />Improved: <br />10<br />© 2011 Convio, Inc.<br />* Courtesy of the National Kidne...
Email Opt-In<br />Default: <br />Improved:<br />11<br />© 2011 Convio, Inc.<br />
Log In<br />Essential option for returning participants and data cleanliness. Tell constituents WHY this is important.<br ...
Log In<br />13<br />© 2011 Convio, Inc.<br />Note: You may need to contact Convio support to enable “returning participant...
Take Advantage of Additional Questions<br />Gain more insight into your supporters.<br />Segment communications around the...
Thank You Page<br />Should provide a clear, visual representation of what to do next.<br />Default page does not do enough...
16<br />© 2011 Convio, Inc.<br />
Discount Codes<br />
It’s a Registration Coupon/Sale<br />18<br />© 2011 Convio, Inc.<br />
Why use discounts?<br />Give potential participants a “little push”<br />Encourage registration when you need a boost<br /...
Discounts are very flexible<br />Can limit by:<br />the number of discounts<br />time available <br />by registration type...
Keep In Mind<br />If running multiple, make sure the discount decreases in value over time<br />Case sensitive<br />Easily...
Case Study<br />Participants who register during the first month of the event cycle raise nearly ten times more than parti...
Badges and Milestone Messages<br />
Badges<br />Simple, free way to give participant recognition and to push them to the next level<br />Self donor badge<br /...
Badge Placement<br />25<br />© 2011 Convio, Inc.<br />Top Participant Component<br />Search Results<br />Top Participants ...
Badge Placement<br />26<br />© 2011 Convio, Inc.<br />Personal Pages<br />Team Pages<br />Shana Masterson<br />
Milestone Messages<br />27<br />© 2011 Convio, Inc.<br />Part of the autoresponder series. Sent when participants achieve ...
Limitations<br />Only one fundraising achievement can be shown at a time.<br />Difficult to design for 48 x 48 pximage.<br...
Advanced Badges To The Rescue!<br />29<br />© 2011 Convio, Inc.<br />Badges don’t go away.<br />Reward for being active pa...
Advanced Badges<br />30<br />© 2011 Convio, Inc.<br /><ul><li>Badges for belonging to any Convio group - endless possibili...
  Badges specific to TR event
Early bird badge for registering before certain date
Top fundraisers in previous year
Long term participants
Badges specific to other engagement with your organization.
Leadership donors
Service users 
Survivors</li></li></ul><li>Advanced Badges<br />Limitations - no autoresponders available - milestones can be used to hel...
Advanced Badges<br />Custom built using s-Tags (more on those later!)<br />Instructions, code and Photoshop and Illustrato...
Email Engagement<br />
Email Options<br />TeamRaiser Messages<br />TeamRaiser conditionals and personalization readily available.<br />TeamRaiser...
Email Options<br />Campaign Messages<br />More options available, including A/B testing.<br />Segmentation through reporti...
Email Engagement<br />Use Autoresponders - Always provide a next step. For some, these are the only messages they receive....
Communications Calendar<br /><ul><li>Create calendar prior to event launch
Reinforces multi-channel messaging
Should include messages set up by week
All communications avenues – Coaching emails, recruiting emails, homepage updates, participant center updates, social medi...
Also include target audience and conditionals
Try to schedule around other organization-wide email sends and include conditional messaging to participants if possible.
Bonus if you schedule all emails in Convio in advance</li></ul>Communications calendar template available at: 								    ...
Stationery for different audiences<br />Participant Center Ask Messages<br />Participants<br />Non-Participants<br />
Personalization and Conditional Content<br />
If you’re speaking to everyone, you’re speaking to no one.<br />
Personalization<br />Hi Jon<br />
Personalization<br />Hi Jon, you’ve already raised $425 for the Walk for Animals. You have 21 days left to raise the extra...
Conditionals<br />
Send six emails?<br />
Conditionals<br /><ul><li>Conditionals make it easier.
Send ONE email with many versions. Let the system do the segmentation work for you. </li></li></ul><li>Making it personal<...
Participant Center 2<br />
Participant Center (original)   <br />
PC 2 - More modern design<br />
PC 2 – improved navigation<br />
PC 2 – Tells people what to do<br /><ul><li>Update page
Send emails
Thank donors
Welcome team members</li></li></ul><li>PC 2 – Easy to see your progress<br />
PC 2 – Manage your contacts<br />
© 2011 Convio, Inc.<br />55<br />PC2 – Easier to customize<br />
Social Tools<br />
Social Sharing<br />Resources: http://www.addthis.com/, http://sharethis.com/<br />
Social Tools<br />Facebook comments plugin: <br />
Social Tools<br />http://ahs.mn/FacebookComments<br />Replace example.com with: <br />[[S6]]/Events/General?px=[[S334:px]]...
Reporting and Analysis<br />
TeamRaiser Reporting<br />Every time you talk to a participant, are you looking at their personal page? (Hint: You should ...
Email Reporting<br />Track and analyze:<br /><ul><li>Open rate
Click-through rate
Action rate – sometimes not applicable
Unsubscribe rate</li></ul>Identify emails that are performing well and do more of them! <br />Benchmarks exist, but it is ...
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It’s All In The Tools: Maximizing Your TeamRaiser Event

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  • It’s All In The Tools: Maximizing Your TeamRaiser Event

    1. 1. t<br />It’s All In The Tools:<br />Maximizing Your TeamRaiser Event<br />Presented by: Shana Masterson and Jonathan Cass<br />
    2. 2. Shana Masterson(@npshana)Associate Director, Interactive Fundraising & EngagementAmerican Diabetes Association<br />2<br />© 2011 Convio, Inc.<br />Frequently used avatar<br />Unable to disconnect<br />
    3. 3. Jonathan Cass (@jcassAHS)e-Communications Manager<br />3<br />© 2011 Convio, Inc.<br />
    4. 4. Event Registration<br />
    5. 5. Event Homepage Options<br />TeamRaiser pages – “greeting page” - easiest to setup, less customizable.<br />Custom pages in PageBuilder – More customizable, some HTML and graphic design knowledge needed.<br />5<br />© 2011 Convio, Inc.<br />
    6. 6. Preferred: Custom PageBuilder Method<br />You have better control over how information is presented to your supporters.<br />Example: navigation using TR greeting page<br />6<br />© 2011 Convio, Inc.<br />2 donation buttons<br />3 register buttons<br />
    7. 7. Preferred: Custom PageBuilder Method<br />With the custom option you can control the navigation. <br />The three registration buttons can be consolidated into one "register“ button that goes to a page giving people those options.  <br />7<br />© 2011 Convio, Inc.<br />
    8. 8. Another example from AHS?<br />8<br />© 2011 Convio, Inc.<br />
    9. 9. Update The Default Text<br />9<br />© 2011 Convio, Inc.<br />On all TeamRaiser Custom Pages, <br />you have the option to update the default text and blank areas. Take advantage!<br />Utilize the Preview link to locate fields and see your changes.<br />
    10. 10. Self Donation Sample<br />Default: <br />Improved: <br />10<br />© 2011 Convio, Inc.<br />* Courtesy of the National Kidney Foundation<br />
    11. 11. Email Opt-In<br />Default: <br />Improved:<br />11<br />© 2011 Convio, Inc.<br />
    12. 12. Log In<br />Essential option for returning participants and data cleanliness. Tell constituents WHY this is important.<br />Prior participant log in, brings personal page and address book information to the new event.<br />Registration form fields are pre-filled. (Higher registration conversion rate.)<br />For organizations that enforce unique email address, mitigates error messaging.<br />12<br />© 2011 Convio, Inc.<br />
    13. 13. Log In<br />13<br />© 2011 Convio, Inc.<br />Note: You may need to contact Convio support to enable “returning participant log on page”.<br />
    14. 14. Take Advantage of Additional Questions<br />Gain more insight into your supporters.<br />Segment communications around these questions.<br />Connection to the cause<br />Intention to fundraise<br />BUT<br />With each question you add, more people may not complete the registration process.<br />Only ask if you have a plan to use the information.<br />Only make questions required if you have a good business reason to do so.<br />Group required questions together to make them easier to find.<br />14<br />© 2011 Convio, Inc.<br />
    15. 15. Thank You Page<br />Should provide a clear, visual representation of what to do next.<br />Default page does not do enough.<br />15<br />© 2011 Convio, Inc.<br />
    16. 16. 16<br />© 2011 Convio, Inc.<br />
    17. 17. Discount Codes<br />
    18. 18. It’s a Registration Coupon/Sale<br />18<br />© 2011 Convio, Inc.<br />
    19. 19. Why use discounts?<br />Give potential participants a “little push”<br />Encourage registration when you need a boost<br />Create one off discount codes as a gift to your best participants/teams/companies<br />19<br />© 2011 Convio, Inc.<br />
    20. 20. Discounts are very flexible<br />Can limit by:<br />the number of discounts<br />time available <br />by registration type or group<br />Discount can be a set dollar amount <br />or a percentage<br />20<br />© 2011 Convio, Inc.<br />
    21. 21. Keep In Mind<br />If running multiple, make sure the discount decreases in value over time<br />Case sensitive<br />Easily confused characters 0 vs. O I vs. 1<br />Fees lost through registration discounts must be made up in fundraising.<br />21<br />© 2011 Convio, Inc.<br />
    22. 22. Case Study<br />Participants who register during the first month of the event cycle raise nearly ten times more than participants who register during the last month.<br />22<br />© 2011 Convio, Inc.<br />
    23. 23. Badges and Milestone Messages<br />
    24. 24. Badges<br />Simple, free way to give participant recognition and to push them to the next level<br />Self donor badge<br />Badges for fundraising amounts<br />Promote sharing (similar to Foursquare updates about mayorship, etc)<br />24<br />© 2011 Convio, Inc.<br />
    25. 25. Badge Placement<br />25<br />© 2011 Convio, Inc.<br />Top Participant Component<br />Search Results<br />Top Participants List Page<br />
    26. 26. Badge Placement<br />26<br />© 2011 Convio, Inc.<br />Personal Pages<br />Team Pages<br />Shana Masterson<br />
    27. 27. Milestone Messages<br />27<br />© 2011 Convio, Inc.<br />Part of the autoresponder series. Sent when participants achieve certain dollar amounts.<br />Can be used: <br /> - In conjunction with the badges to announce progress to badge or badge achievement.<br /> - Even if you are not using badges, to congratulate participants on fundraising achievements.<br />
    28. 28. Limitations<br />Only one fundraising achievement can be shown at a time.<br />Difficult to design for 48 x 48 pximage.<br />Aside from self-donor badge, rewarded for monetary levels only. Other good behavior is not rewarded.<br />28<br />© 2011 Convio, Inc.<br />
    29. 29. Advanced Badges To The Rescue!<br />29<br />© 2011 Convio, Inc.<br />Badges don’t go away.<br />Reward for being active participants and not just $ raised<br />Being on a team.<br />Number of emails sent.<br />Number of gifts received.<br />
    30. 30. Advanced Badges<br />30<br />© 2011 Convio, Inc.<br /><ul><li>Badges for belonging to any Convio group - endless possibilities...
    31. 31.   Badges specific to TR event
    32. 32. Early bird badge for registering before certain date
    33. 33. Top fundraisers in previous year
    34. 34. Long term participants
    35. 35. Badges specific to other engagement with your organization.
    36. 36. Leadership donors
    37. 37. Service users 
    38. 38. Survivors</li></li></ul><li>Advanced Badges<br />Limitations - no autoresponders available - milestones can be used to help announce some new achievements. Query and task based groups and reoccurring emails will take care of rest.<br />Advanced badges can't have icons display on team listing pages, top participants lists, search, etc. <br /><ul><li>But you can combine regular badges and advanced badges.</li></ul>31<br />© 2011 Convio, Inc.<br />
    39. 39. Advanced Badges<br />Custom built using s-Tags (more on those later!)<br />Instructions, code and Photoshop and Illustrator templates provided at:<br />http://ahs.mn/conviobadges<br />32<br />© 2011 Convio, Inc.<br />
    40. 40. Email Engagement<br />
    41. 41. Email Options<br />TeamRaiser Messages<br />TeamRaiser conditionals and personalization readily available.<br />TeamRaiser specific audience segmentation.<br />A/B testing (a best practice) not available <br />Takes a few extra steps to send to non-TR groups. *<br />*more difficult to do, but easier when we show you how - http://ahs.mn/TR-email<br />
    42. 42. Email Options<br />Campaign Messages<br />More options available, including A/B testing.<br />Segmentation through reporting and groups.<br />Often not available to event staff.<br />TeamRaiser conditionals and personalization more difficult to achieve.*<br />Combine both Team Raiser and Campaign messages into your plan for maximum benefit!<br />*more difficult to do, but easier when we show you how - http://ahs.mn/TR-email<br />
    43. 43. Email Engagement<br />Use Autoresponders - Always provide a next step. For some, these are the only messages they receive.<br />Welcome Series/Follow Ups – Walk participants along the path of engagement. Hints: Exclude from other messages. Turn off at predetermined interval before the event. Set expectations, tell them they are on the way.<br />Smart segmentation – identify target groups.<br />Team captains tolerate more messaging and can help push messages out for you. <br />Suggested messages - provide lots of options to make participants’ job easier (Registration, Donation, Reminders, Team Captain Welcome, Fundraising tips, Thank You, etc)<br />
    44. 44. Communications Calendar<br /><ul><li>Create calendar prior to event launch
    45. 45. Reinforces multi-channel messaging
    46. 46. Should include messages set up by week
    47. 47. All communications avenues – Coaching emails, recruiting emails, homepage updates, participant center updates, social media updates
    48. 48. Also include target audience and conditionals
    49. 49. Try to schedule around other organization-wide email sends and include conditional messaging to participants if possible.
    50. 50. Bonus if you schedule all emails in Convio in advance</li></ul>Communications calendar template available at: http://bit.ly/TRCommCal<br />
    51. 51. Stationery for different audiences<br />Participant Center Ask Messages<br />Participants<br />Non-Participants<br />
    52. 52. Personalization and Conditional Content<br />
    53. 53.
    54. 54. If you’re speaking to everyone, you’re speaking to no one.<br />
    55. 55. Personalization<br />Hi Jon<br />
    56. 56. Personalization<br />Hi Jon, you’ve already raised $425 for the Walk for Animals. You have 21 days left to raise the extra $75 to reach your goal of $500!<br />
    57. 57. Conditionals<br />
    58. 58. Send six emails?<br />
    59. 59. Conditionals<br /><ul><li>Conditionals make it easier.
    60. 60. Send ONE email with many versions. Let the system do the segmentation work for you. </li></li></ul><li>Making it personal<br />Just like HTML coding, Convio's WYSWYG editor will do a lot of the coding for Personalization and Conditionals for you.<br />But just like HTML, you can do so much more (i.e. advanced badges!) if you learn a little bit more about how the coding works.<br /><ul><li>You can download the S-Tag & Conditional Snippets Kit to get started.</li></ul>http://ahs.mn/s-tagsKit<br />
    61. 61. Participant Center 2<br />
    62. 62. Participant Center (original)   <br />
    63. 63. PC 2 - More modern design<br />
    64. 64. PC 2 – improved navigation<br />
    65. 65. PC 2 – Tells people what to do<br /><ul><li>Update page
    66. 66. Send emails
    67. 67. Thank donors
    68. 68. Welcome team members</li></li></ul><li>PC 2 – Easy to see your progress<br />
    69. 69. PC 2 – Manage your contacts<br />
    70. 70. © 2011 Convio, Inc.<br />55<br />PC2 – Easier to customize<br />
    71. 71. Social Tools<br />
    72. 72. Social Sharing<br />Resources: http://www.addthis.com/, http://sharethis.com/<br />
    73. 73. Social Tools<br />Facebook comments plugin: <br />
    74. 74.
    75. 75. Social Tools<br />http://ahs.mn/FacebookComments<br />Replace example.com with: <br />[[S6]]/Events/General?px=[[S334:px]]&pg=personal&fr_id=[[S334:fr_id]]<br />Put in the footer of participants personal pages<br />
    76. 76. Reporting and Analysis<br />
    77. 77. TeamRaiser Reporting<br />Every time you talk to a participant, are you looking at their personal page? (Hint: You should be!)<br />Use Participant Performance or Registration report to get to know them better – online gifts, unconfirmed gifts, total number of emails sent, etc. Coach/congratulate using this info as a starting point.<br />Source codes – where are participants coming from?<br />Identify trends in user behavior, demographics and timing.<br />Use reporting for current year goal setting.<br />Compare results with last year’s event to ensure you are on track or ahead.<br />
    78. 78. Email Reporting<br />Track and analyze:<br /><ul><li>Open rate
    79. 79. Click-through rate
    80. 80. Action rate – sometimes not applicable
    81. 81. Unsubscribe rate</li></ul>Identify emails that are performing well and do more of them! <br />Benchmarks exist, but it is better to focus on improving your own numbers.<br />Track A/B test results and create your own set of best practices.<br />Notes: Email reports not located in Data Management Tab. Located in Email tab.<br /> Coaching email reports are found in the coaching emails portion of TR. <br /> Report writer allows for a more comprehensive email reporting. <br />
    82. 82. Make it look good - CSS<br />
    83. 83. Making it look good with CSS<br />No more purple and yellow forms!<br /><ul><li>It's your brand and your event - use the colors and fonts that match the rest of your design.</li></ul>Use on:<br /><ul><li>Registration pages
    84. 84. Donation pages
    85. 85. Personal pages
    86. 86. Team pages
    87. 87. PC2</li></li></ul><li>
    88. 88.
    89. 89. Making it look good with CSS<br />Not just for colors – but also layout. <br />You used to only have four options for personal page layout<br />
    90. 90.
    91. 91.
    92. 92.
    93. 93.
    94. 94. Making it look good with CSS<br />Now there is a custom layout option that lets you use CSS to change the layout.<br />
    95. 95.
    96. 96. Making it look good with CSS<br />Challenges:<br /><ul><li>Not for beginners to coding - BUT you can learn.
    97. 97. Many resources available online
    98. 98. www.cssbasics.com is a good place to get started.
    99. 99. Once you’ve learned the basics, use Firebug to help you get started learning what to update on your Convio pages.</li></ul>Getfirebug.com<br />
    100. 100. Resources<br />
    101. 101. Convio Community    <br />
    102. 102. Convio Customer Center    <br />TeamRaiser Event Staff Learning Path<br />
    103. 103. Other Convio Resources    <br />Connection Café Blog: www.connectioncafe.com<br />Convio research and white papers<br />http://www.convio.com/our-research/nonprofit-sector-research.html<br />Case studies<br />http://www.convio.com/our-clients/case-studies/<br />Also: Convio Users Groups and this Summit – take advantage of the knowledge around you!<br />
    104. 104. Other Resources<br /> <br />http://techsoup.org – Get discounted software<br />http://www.lynda.com/ - Learn how to use discounted software<br />Fundraising advice and latest trends:<br />http://www.theagitator.net/<br />http://www.futurefundraisingnow.com/<br />http://www.nonprofitmarketingblog.com/<br />http://www.frogloop.com/<br />http://www.communityorganizer20.com/<br />http://nonprofitorgs.wordpress.com/<br />http://www.501videos.com/<br />
    105. 105. Questions?<br />

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