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Maximize Your School's Website &
Leverage Database Integration with
Online Campus Community
PRESENTED BY

RACHEL WELSH - THE SHIPLEY SCHOOL
JAIME LASSMAN - THE LEXINGTON SCHOOL
EMILIE THOMSON - BLACKBAUD
TOPICS
1.
2.
3.
4.
5.
6.
7.
8.

Email
Unformatted Text
Reenrollment
Directories - Class Lists
Suggested Content
Content Comparison
Class Pages
Mobile

http://www.shipleyschool.org/bbcon
PART 1: THE WHAT AND THE WHY
PART 1: EMAIL
PART 1: UNFORMATTED TEXT
PART 1: UNFORMATTED TEXT
PART 1: UNFORMATTED TEXT
Examples:

•
•
•
•
•
•
•
•
•
•

Slideshow Pro/SmugMug
Vimeo/YouTube
Slideshare
Scribd, Issuu, Calameo
Google Maps
Google Calendars
Facebook
Twitter
Earth Cam
Pinterest (coming 2012)
https://www.blackbaud.com/bbis/code.aspx
PART 1: UNFORMATTED TEXT
PART 1: UNFORMATTED TEXT
PART 1: UNFORMATTED TEXT
PART 1: REENROLLMENT
•
•
•
•
•
•

Take an offline process online
Shorten return time
Decrease costs
Dynamically pull data into EE
Limit manual entry by Shipley
Query data
PART 1: REENROLLMENT
PART 1: REENROLLMENT
• Definition of Enrollment: Contract signed by one parent, deposit
paid
• Goal: A enrollment process that is easy for families to complete
and efficient for colleagues to manage.
• Pro: parents use existing logins, no need to manage additional
accounts
• Con: attributes, attributes, attributes
• ReEnrollment ... not EnRollment!
• Process
o Define enrollment
o Define a timeline https://docs.google.com/document/d/1CeaXU5OcHj1aW0eXm
z77pxkL2uKAItrx1S5kznmfAwE/edit
PART 1: DIRECTORIES
PART 1: SUGGESTED CONTENT
PART 1: CONTENT COMPARISON

Which of these is
more likely to
generate clicks?

I can tell you.
PART 1: CLASS PAGES
• Put text, bullets, etc, here
PART 1: MOBILE
PART 1: MOBILE
PART 2: THE HOW
PART 2: EMAIL
• Lists
• Shipley has 83 Total http://www.shipleyschool.org/cms/listg
allery

• If you're going to email them
more than once, create a list!
• Data Sources
• Constituents
• Applicants
• Education Edge Persons
• Faculty
• Individuals
• Students
• NetCommunity Users
• Imported Lists
• User Defined
PART 2: EMAIL
PART 2: EMAIL
PART 1: UNFORMATTED TEXT
<!-- Standard iPhone -->
<link rel="apple-touch-icon"
sizes="57x57" href="image/white-appletouch-icon/apple-touch-icon-57.png" />
<!-- Retina iPhone -->
<link rel="apple-touch-icon"
sizes="114x114" href="image/whiteapple-touch-icon/apple-touch-iconiphone4.png" />
<!-- Standard iPad -->
<link rel="apple-touch-icon"
sizes="72x72" href="image/white-appletouch-icon/apple-touch-icon-72.png" />
<!-- Retina iPad -->
<link rel="apple-touch-icon"
sizes="144x144" href="image/whiteapple-touch-icon/apple-touch-iconipad.png" />
PART 2: UNFORMATTED TEXT

Javascript: scripting language that guides the interaction of the
user with the webpage

Examples of JavaScript uses:
•Accordion-style menus
•Hiding text on a part
•Moving sections around within a part
PART 1: UNFORMATTED TEXT
<style type ="text/css">
#PC10347_ReturnToFormListFr
omConfirmationBtnDiv{
display: none;
}
</style>
PART 2: UNFORMATTED TEXT
PART 2: UNFORMATTED TEXT
<script type="text/javascript">// <![CDATA[
var words={
'Jaime Lassman':'Head of School'
}
var regs=[];
for(arg in words){regs[regs.length]=new RegExp(arg,'g')}
window.onload=function replaceText(){
var tags=document.getElementsByTagName('body')[0].getElementsByTagName('*');
var i=0,t;
while(t=tags[i++]){
if(t.childNodes[0]){
var j=0, c;
while(c=t.childNodes[j++]){
if(c.nodeType==3){
var k=0;
for(arg in words){
c.nodeValue=c.nodeValue.replace(regs[k],words[arg]);
k++;
}
}
}
}
}
}
// ]]></script>

Examples:
Nickname - First Name
Jaime Lassman - Head of School
All Day - ""
Donation - Buy Now
PART 2: REENROLLMENT
• Basic Contract Process (Recommended)
• Create contract off-line
• Word or other program. Include formatting
• Double, triple, and quadruple check that the contract is FINAL before moving
it to BBNC
• Copy contract to Dreamweaver or other Web design program, keeping
formatting
• Create ReEnrollment form in BBNC
• Copy HTML from contract to enrollment form text boxes
PART 2: REENROLLMENT
PART 2: REENROLLMENT

https://docs.google.com/document/d/1Rgpj4aVxcGhec2NRHpeQbuu
072WEMrh1M5u_U4SGkNE/edit
PART 2: REENROLLMENT
What we did well that we should do again:
1. Group project with defined members and regularly scheduled meetings
2. Tested the usability by “relating” each team member to a student
3. Tested the usability of the process by asking three colleagues outside of the
team to test the form with a team member watching and documenting
questions.
4. Completing the contract flow chart
5. Very complete FAQs
6. Optional survey
7. Log call/emails
a. Track trends, expand FAQs
8. Send emails through BBNC to take advantage of tracking and reporting
9. Set-up and followed a P&P for adding and removing holds
10. Documentation to prevent “I thought we were going to ….”
PART 2: REENROLLMENT
Unintended consequences (good or bad)
1. Parents updated profiles while logged into the site
2. Even though there were certain elements of the reenrollment process that did not
change, going to an online system make parents review all materials with a critical eye,
i.e. financial aid awards after contract is signed.
3. Parents paying tuition bills earlier
4. Parents paying deposit from email link without completing enrollment form.
5. Parents completing online application instead of online enrollment
If we had only known ...
1. In BBNC 6.41 rules can only apply to check boxes and cannot be conditional
2. Hold codes can’t be queried on from a parent record so they must be attributes
3. In BBNC 6.41 changing the setting of the user can/can’t delete a form in progress
resets who the system to think that no parent/guardian has completed the form
4. The ReEnrollment form allows access to very little record data - get ready for attributes
PART 2: REENROLLMENT
Challenges with no solution
1. BBNC is only a ReEnrollment form, not an Enrollment form for new families
a. told families they will get a contract from Admissions
2. Only one parent should complete the form
a. told families to decide who will complete process
Challenges solved with a workaround:
1. By not sending paper that had to be returned it meant that getting payment from those
paying via check would be that much more challenging. We therefore decided to bill
everyone.
2. Instead of check boxes with rules merged payment plan and method into one attribute
drop-down
a. **BBNC 6.45 updated rule functionality
3. ReEnrollment form can’t draw and AO or RO data. Added RO attributes to pre-populate
the following on the contact:
a. Grade for next year
b. Tuition for next year
c. Deposit amount due
PART 2: REENROLLMENT
What we should have done differently:
1. Separated content creation from content proofing/review
2. Started the project in July :)
Planning for 2013-2014
1. Determine language of contract in December
2. Team review of process in Mid-February
PART 2: DIRECTORIES
• What works in EE
• What works in RE
PART 2: DIRECTORIES
• What works in EE
• Photos (only in Directory Part)
• Clickable Email Address (only in Profile
Display Part)

• What works in RE
• Photos (only in Profile Display Part)
• Clickable Email Address
PART 2: DIRECTORIES
PART 2: SUGGESTED CONTENT
PART 2: SUGGESTED CONTENT
PART 2: CONTENT COMPARISON
PART 2: CONTENT COMPARISON
PART 2: CLASS PAGES
PART 2: CLASS PAGES
PART 2: MOBILE
PARTICIPATE AND SHARE!
#BBCON TWEET YOUR TRACK:
#bbk12

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BBCON 2012 - Maximize Your School's Website & Leverage Database Integration with Online Campus Community

  • 1. Maximize Your School's Website & Leverage Database Integration with Online Campus Community PRESENTED BY RACHEL WELSH - THE SHIPLEY SCHOOL JAIME LASSMAN - THE LEXINGTON SCHOOL EMILIE THOMSON - BLACKBAUD
  • 2. TOPICS 1. 2. 3. 4. 5. 6. 7. 8. Email Unformatted Text Reenrollment Directories - Class Lists Suggested Content Content Comparison Class Pages Mobile http://www.shipleyschool.org/bbcon
  • 3. PART 1: THE WHAT AND THE WHY
  • 7. PART 1: UNFORMATTED TEXT Examples: • • • • • • • • • • Slideshow Pro/SmugMug Vimeo/YouTube Slideshare Scribd, Issuu, Calameo Google Maps Google Calendars Facebook Twitter Earth Cam Pinterest (coming 2012) https://www.blackbaud.com/bbis/code.aspx
  • 11. PART 1: REENROLLMENT • • • • • • Take an offline process online Shorten return time Decrease costs Dynamically pull data into EE Limit manual entry by Shipley Query data
  • 13. PART 1: REENROLLMENT • Definition of Enrollment: Contract signed by one parent, deposit paid • Goal: A enrollment process that is easy for families to complete and efficient for colleagues to manage. • Pro: parents use existing logins, no need to manage additional accounts • Con: attributes, attributes, attributes • ReEnrollment ... not EnRollment! • Process o Define enrollment o Define a timeline https://docs.google.com/document/d/1CeaXU5OcHj1aW0eXm z77pxkL2uKAItrx1S5kznmfAwE/edit
  • 15. PART 1: SUGGESTED CONTENT
  • 16. PART 1: CONTENT COMPARISON Which of these is more likely to generate clicks? I can tell you.
  • 17. PART 1: CLASS PAGES • Put text, bullets, etc, here
  • 20. PART 2: THE HOW
  • 21. PART 2: EMAIL • Lists • Shipley has 83 Total http://www.shipleyschool.org/cms/listg allery • If you're going to email them more than once, create a list! • Data Sources • Constituents • Applicants • Education Edge Persons • Faculty • Individuals • Students • NetCommunity Users • Imported Lists • User Defined
  • 24. PART 1: UNFORMATTED TEXT <!-- Standard iPhone --> <link rel="apple-touch-icon" sizes="57x57" href="image/white-appletouch-icon/apple-touch-icon-57.png" /> <!-- Retina iPhone --> <link rel="apple-touch-icon" sizes="114x114" href="image/whiteapple-touch-icon/apple-touch-iconiphone4.png" /> <!-- Standard iPad --> <link rel="apple-touch-icon" sizes="72x72" href="image/white-appletouch-icon/apple-touch-icon-72.png" /> <!-- Retina iPad --> <link rel="apple-touch-icon" sizes="144x144" href="image/whiteapple-touch-icon/apple-touch-iconipad.png" />
  • 25. PART 2: UNFORMATTED TEXT Javascript: scripting language that guides the interaction of the user with the webpage Examples of JavaScript uses: •Accordion-style menus •Hiding text on a part •Moving sections around within a part
  • 26. PART 1: UNFORMATTED TEXT <style type ="text/css"> #PC10347_ReturnToFormListFr omConfirmationBtnDiv{ display: none; } </style>
  • 28. PART 2: UNFORMATTED TEXT <script type="text/javascript">// <![CDATA[ var words={ 'Jaime Lassman':'Head of School' } var regs=[]; for(arg in words){regs[regs.length]=new RegExp(arg,'g')} window.onload=function replaceText(){ var tags=document.getElementsByTagName('body')[0].getElementsByTagName('*'); var i=0,t; while(t=tags[i++]){ if(t.childNodes[0]){ var j=0, c; while(c=t.childNodes[j++]){ if(c.nodeType==3){ var k=0; for(arg in words){ c.nodeValue=c.nodeValue.replace(regs[k],words[arg]); k++; } } } } } } // ]]></script> Examples: Nickname - First Name Jaime Lassman - Head of School All Day - "" Donation - Buy Now
  • 29. PART 2: REENROLLMENT • Basic Contract Process (Recommended) • Create contract off-line • Word or other program. Include formatting • Double, triple, and quadruple check that the contract is FINAL before moving it to BBNC • Copy contract to Dreamweaver or other Web design program, keeping formatting • Create ReEnrollment form in BBNC • Copy HTML from contract to enrollment form text boxes
  • 32. PART 2: REENROLLMENT What we did well that we should do again: 1. Group project with defined members and regularly scheduled meetings 2. Tested the usability by “relating” each team member to a student 3. Tested the usability of the process by asking three colleagues outside of the team to test the form with a team member watching and documenting questions. 4. Completing the contract flow chart 5. Very complete FAQs 6. Optional survey 7. Log call/emails a. Track trends, expand FAQs 8. Send emails through BBNC to take advantage of tracking and reporting 9. Set-up and followed a P&P for adding and removing holds 10. Documentation to prevent “I thought we were going to ….”
  • 33. PART 2: REENROLLMENT Unintended consequences (good or bad) 1. Parents updated profiles while logged into the site 2. Even though there were certain elements of the reenrollment process that did not change, going to an online system make parents review all materials with a critical eye, i.e. financial aid awards after contract is signed. 3. Parents paying tuition bills earlier 4. Parents paying deposit from email link without completing enrollment form. 5. Parents completing online application instead of online enrollment If we had only known ... 1. In BBNC 6.41 rules can only apply to check boxes and cannot be conditional 2. Hold codes can’t be queried on from a parent record so they must be attributes 3. In BBNC 6.41 changing the setting of the user can/can’t delete a form in progress resets who the system to think that no parent/guardian has completed the form 4. The ReEnrollment form allows access to very little record data - get ready for attributes
  • 34. PART 2: REENROLLMENT Challenges with no solution 1. BBNC is only a ReEnrollment form, not an Enrollment form for new families a. told families they will get a contract from Admissions 2. Only one parent should complete the form a. told families to decide who will complete process Challenges solved with a workaround: 1. By not sending paper that had to be returned it meant that getting payment from those paying via check would be that much more challenging. We therefore decided to bill everyone. 2. Instead of check boxes with rules merged payment plan and method into one attribute drop-down a. **BBNC 6.45 updated rule functionality 3. ReEnrollment form can’t draw and AO or RO data. Added RO attributes to pre-populate the following on the contact: a. Grade for next year b. Tuition for next year c. Deposit amount due
  • 35. PART 2: REENROLLMENT What we should have done differently: 1. Separated content creation from content proofing/review 2. Started the project in July :) Planning for 2013-2014 1. Determine language of contract in December 2. Team review of process in Mid-February
  • 36. PART 2: DIRECTORIES • What works in EE • What works in RE
  • 37. PART 2: DIRECTORIES • What works in EE • Photos (only in Directory Part) • Clickable Email Address (only in Profile Display Part) • What works in RE • Photos (only in Profile Display Part) • Clickable Email Address
  • 39. PART 2: SUGGESTED CONTENT
  • 40. PART 2: SUGGESTED CONTENT
  • 41. PART 2: CONTENT COMPARISON
  • 42. PART 2: CONTENT COMPARISON
  • 43. PART 2: CLASS PAGES
  • 44. PART 2: CLASS PAGES
  • 47. #BBCON TWEET YOUR TRACK: #bbk12