Automate your way to success

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Slides presented by Joe Moran, Communications and Technology Director at Cyndi Lauper's True Colors Fund, at the January 2014 meetup of 501TechNYC.

As nonprofit communicators, techies, and fundraisers, we're often expected to do a lot with very little — but that doesn't mean our digital relationships have to suffer. Join us to learn how free automation tools, such as IFTTT (If This Then That), can be used to reduce monotony, boost engagement with supporters, and strengthen the brand of your organization.

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Automate your way to success

  1. 1. AUTOMATE YOUR WAY TO SUCCESS (WITHOUT BEING A BOT) JOE MORAN Communications & Technology Director, True Colors Fund @JoeSaidSo #501TechNYC
  2. 2. INTRODUCTION
  3. 3. WHAT IS AUTOMATION? Definition: 1. the technique of making an apparatus, a process, or a system operate automatically.
  4. 4. REASONS NOT TO AUTOMATE “It’s spammy.” “It’s inauthentic.” “Bots are stupid.”
  5. 5. EXAMPLES OF AUTOMATION FAILS
  6. 6. EXAMPLES OF AUTOMATION FAILS (I know her.)
  7. 7. EXAMPLES OF AUTOMATION FAILS “Best Pizza Ever! Pan Pizza :) Keep up the good work guys!” “So sorry about that!...”
  8. 8. IT DOESN’T HAVE TO BE THIS WAY
  9. 9. BENEFITS OF AUTOMATION ● Reduce Monotony ● Maintain Consistency ● Extend Reach
  10. 10. THE ULTIMATE GOAL Have the bandwidth to build meaningful relationships
  11. 11. WHAT IS IFTTT? www.IFTTT.com
  12. 12. BUILDING BLOCKS: CHANNELS www.IFTTT.com
  13. 13. THE TRIGGER (“THIS”)
  14. 14. THE TRIGGER (“THIS”)
  15. 15. THE TRIGGER (“THIS”)
  16. 16. THE TRIGGER (“THIS”)
  17. 17. THE TRIGGER (“THIS”)
  18. 18. IF “THIS” THEN...
  19. 19. THE ACTION (“THAT”)
  20. 20. THE ACTION (“THAT”)
  21. 21. THE ACTION (“THAT”)
  22. 22. “INGREDIENTS”
  23. 23. THE ACTION (“THAT”)
  24. 24. REVIEW
  25. 25. 3 THINGS TO CONSIDER: 1. Frequency 2. Flexibility 3. Feasibility
  26. 26. THE KEY: GET SPECIFIC
  27. 27. CONSISTENT MESSAGING
  28. 28. CONSISTENT MESSAGING
  29. 29. WORK AROUND SERVICE LIMITATIONS
  30. 30. WORK AROUND SERVICE LIMITATIONS
  31. 31. WORK AROUND SERVICE LIMITATIONS BEFORE AFTER
  32. 32. KEEP THINGS IN SYNC
  33. 33. MAINTAIN CONSISTENT BRANDING
  34. 34. ARCHIVE CONTENT
  35. 35. ARCHIVE CONTENT
  36. 36. ARCHIVE CONTENT
  37. 37. IMPROVE INTERNAL COMMUNICATIONS
  38. 38. IMPROVE INTERNAL COMMUNICATIONS
  39. 39. AUTOMATE PHYSICAL WORLD
  40. 40. AUTOMATE PHYSICAL WORLD
  41. 41. AUTOMATE PHYSICAL WORLD
  42. 42. BROWSE FOR INSPIRATION
  43. 43. IFTTT’S LIMITATIONS ● ● ● ● ● Triggers don’t happen in real-time Some channels are missing Some have more features than others One account per channel Channels sometimes break (or disappear)
  44. 44. BUT... It’s free!
  45. 45. LET’S KICK IT UP A NOTCH www.zapier.com
  46. 46. CREATE A ‘ZAP’
  47. 47. PREMIUM APPS
  48. 48. TWITTER IS MORE USEFUL
  49. 49. ADVANCED FILTERING
  50. 50. ZAPIER’S PRIMARY LIMITATION
  51. 51. DON’T BE ANOTHER BLURRY FACE
  52. 52. HOW NOT TO BE A BOT ● ● ● ● Use to supplement, not as a replacement Enable notifications Log in and interact with people Don’t set it and forget it; set it and check in on it.
  53. 53. SET UP TEST ACCOUNTS
  54. 54. THANK YOU. JOE MORAN @JoeSaidSo #501TechNYC
  55. 55. AUTOMATE YOUR WAY TO SUCCESS (WITHOUT BEING A BOT) JOE MORAN Communications & Technology Director, True Colors Fund @JoeSaidSo #501TechNYC

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