Advanced Badges 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. Advanced badges can't have icons display on team listing pages, top participants lists, search, etc.
But you can combine regular badges and advanced badges.
Email Options TeamRaiser Messages TeamRaiser conditionals and personalization readily available. TeamRaiser specific audience segmentation. A/B testing (a best practice) not available Takes a few extra steps to send to non-TR groups. * *more difficult to do, but easier when we show you how - http://ahs.mn/TR-email
Email Options Campaign Messages More options available, including A/B testing. Segmentation through reporting and groups. Often not available to event staff. TeamRaiser conditionals and personalization more difficult to achieve.* Combine both Team Raiser and Campaign messages into your plan for maximum benefit! *more difficult to do, but easier when we show you how - http://ahs.mn/TR-email
Email Engagement Use Autoresponders - Always provide a next step. For some, these are the only messages they receive. 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. Smart segmentation – identify target groups. Team captains tolerate more messaging and can help push messages out for you. Suggested messages - provide lots of options to make participants’ job easier (Registration, Donation, Reminders, Team Captain Welcome, Fundraising tips, Thank You, etc)
Send ONE email with many versions. Let the system do the segmentation work for you.
Making it personal Just like HTML coding, Convio's WYSWYG editor will do a lot of the coding for Personalization and Conditionals for you. 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.
You can download the S-Tag & Conditional Snippets Kit to get started.
TeamRaiser Reporting Every time you talk to a participant, are you looking at their personal page? (Hint: You should be!) 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. Source codes – where are participants coming from? Identify trends in user behavior, demographics and timing. Use reporting for current year goal setting. Compare results with last year’s event to ensure you are on track or ahead.
Identify emails that are performing well and do more of them! Benchmarks exist, but it is better to focus on improving your own numbers. Track A/B test results and create your own set of best practices. Notes: Email reports not located in Data Management Tab. Located in Email tab. Coaching email reports are found in the coaching emails portion of TR. Report writer allows for a more comprehensive email reporting.
Convio Customer Center TeamRaiser Event Staff Learning Path
Other Convio Resources Connection Café Blog: www.connectioncafe.com Convio research and white papers http://www.convio.com/our-research/nonprofit-sector-research.html Case studies http://www.convio.com/our-clients/case-studies/ Also: Convio Users Groups and this Summit – take advantage of the knowledge around you!
http://techsoup.org – Get discounted software http://www.lynda.com/ - Learn how to use discounted software Fundraising advice and latest trends: http://www.theagitator.net/ http://www.futurefundraisingnow.com/ http://www.nonprofitmarketingblog.com/ http://www.frogloop.com/ http://www.communityorganizer20.com/ http://nonprofitorgs.wordpress.com/ http://www.501videos.com/