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Blackbaud Online Express Webinar Slides
- 1. The audio for event will be broadcast through your computer. Speakers Slides Media Help Q&A Simple Online Fundraising. Smart Email Marketing. Integrated Event Registration. Modern Memberships.
- 2. 01 02 03 04 ONLINE EXPRESS OVERVIEW GETTING STARTED PRODUCT TOUR ļ± SIMPLE ONLINE FUNDRAISING ļ± SMART EMAIL MARKETING ļ± INTEGRATED EVENT REGISTRATIONS ļ± MODERN MEMBERSHIPS PRICING QUESTIONS AND ANSWERS 05
- 3. OVERVIEW
- 4. 01 OVERVIEW Ā© 2014 Blackbaud Online Donations Event Registrati ons Membersh ip Manageme nt Email Marketing
- 5. 01 OVERVIEW ļÆ Simple Online Fundraising ā¢ Design and Embed Forms ā¢ Single / Recurring Gifts ā¢ Corporate / Anonymous Gifts ā¢ Honor / Memorial Gifts ā¢ Self Service Support ā¢ Desktop/Mobile Friendly ā¢ The Raiserās Edge Integration Ā© 2014 Blackbaud ļÆ Smart Email Marketing ā¢ Email Templates ā¢ āDrag and Dropā Editing ā¢ Dynamic List Management ā¢ Desktop/Mobile Friendly ā¢ Collect email addresses ā¢ The Raiserās Edge Integration ļÆ Integrated Event Registrations ā¢ Paid and free event registrations ā¢ Anonymous registrations ā¢ Participant attributes ā¢ Additional donations ā¢ Desktop/Mobile Friendly ā¢ The Raiserās Edge Integration ļÆ Modern Membership ā¢ Purchase Memberships ā¢ Gift of Membership ā¢ Additional Donations ā¢ Single Step Form ā¢ Desktop/Mobile Friendly ā¢ The Raiserās Edge Integration
- 6. 01 OVERVIEW The Raiserās Edge Customerās Website Ā© 2014 Blackbaud Blackbaud Online Express
- 7. 01 OVERVIEW ļÆ Quickly install and provision Online Express - There is no additional hardware or software needed ļÆ Leverage an easy to use interface and video tutorials - There are no services or training needed to use Online Express ļÆ Build and place donation forms on your own website - There are no pages or CMS features in Online Express ļÆ Design emails using an intuitive drag-and-drop tool - There is no access to HTML or CSS code in Online Express ļÆ Accept online donations through Blackbaud Merchant Services - Supporters donāt have to leave your site to donate ļÆ Download transactions and process them directly into The Raiserās Edge - There is no import/export or use of text files to integrate data Ā© 2014 Blackbaud
- 9. 02 GETTING STARTED Raiserās Edge On Premise ļÆ Go to www.blackbaud.com/onlineexpress ļÆ Click ļÆ Then Click Raiserās Edge Hosted ļÆ Blackbaud creates a support case ļÆ SDO turns on Online Express ļÆ Customer can see Online Express Ā© 2014 Blackbaud
- 10. 02 PROVISIONING ACCOUNT Ā© 2014 Blackbaud
- 11. 02 INSTALLATION COMPLETE Ā© 2014 Blackbaud
- 12. PRODUCT TOUR
- 13. 03 CREATE A DONATION FORM Ā© 2014 Blackbaud
- 14. 03 CREATE A DONATION FORM Ā© 2014 Blackbaud
- 15. 03 CREATE A DONATION FORM Ā© 2014 Blackbaud
- 16. 03 CREATE A DONATION FORM Ā© 2014 Blackbaud
- 17. 03 CREATE A DONATION FORM Ā© 2014 Blackbaud
- 18. 03 CREATE A DONATION FORM Ā© 2014 Blackbaud
- 19. 03 CREATE A DONATION FORM Ā© 2014 Blackbaud
- 20. 03 CREATE A DONATION FORM Ā© 2014 Blackbaud
- 21. 03 PROCESSING GIFTS Ā© 2014 Blackbaud
- 22. 03 CREATE AN IMPACTFUL EMAIL Ā© 2014 Blackbaud
- 23. 03 CREATE AN IMPACTFUL EMAIL Ā© 2014 Blackbaud
- 24. 03 CREATE AN IMPACTFUL EMAIL Ā© 2014 Blackbaud
- 25. 03 CREATE AN IMPACTFUL EMAIL Ā© 2014 Blackbaud
- 26. 03 CREATE AN IMPACTFUL EMAIL Ā© 2014 Blackbaud
- 27. 03 CREATE AN IMPACTFUL EMAIL Ā© 2014 Blackbaud
- 28. 03 CREATE AN IMPACTFUL EMAIL Ā© 2014 Blackbaud
- 29. 03 CREATE AN IMPACTFUL EMAIL Ā© 2014 Blackbaud
- 30. 03 CREATE AN EMAIL SIGNUP FORM Ā© 2014 Blackbaud
- 31. 03 CREATE AN EMAIL SIGNUP FORM Ā© 2014 Blackbaud
- 32. 03 CREATE AN EMAIL SIGNUP FORM Ā© 2014 Blackbaud
- 33. 03 CREATE AN EMAIL SIGNUP FORM Ā© 2014 Blackbaud
- 34. 03 CREATE AN EMAIL SIGNUP FORM Ā© 2014 Blackbaud
- 35. 03 CREATE AN EVENT REGISTRATION FORM Ā© 2014 Blackbaud
- 36. 03 CREATE AN EVENT REGISTRATION FORM Ā© 2014 Blackbaud
- 37. 03 CREATE AN EVENT REGISTRATION FORM Ā© 2014 Blackbaud
- 38. 03 CREATE AN EVENT REGISTRATION FORM Ā© 2014 Blackbaud
- 39. 03 CREATE AN EVENT REGISTRATION FORM Ā© 2014 Blackbaud
- 40. 03 CREATE AN EVENT REGISTRATION FORM Ā© 2014 Blackbaud
- 41. 03 CREATE AN EVENT REGISTRATION FORM Ā© 2014 Blackbaud
- 42. 03 CREATE AN EVENT REGISTRATION FORM Ā© 2014 Blackbaud
- 43. 03 CREATE A MEMBERSHIP FORM Ā© 2014 Blackbaud
- 44. 03 CREATE A MEMBERSHIP FORM Ā© 2014 Blackbaud
- 45. 03 CREATE A MEMBERSHIP FORM Ā© 2014 Blackbaud
- 46. 03 CREATE A MEMBERSHIP FORM Ā© 2014 Blackbaud
- 47. 03 CREATE A MEMBERSHIP FORM Ā© 2014 Blackbaud
- 48. 03 CREATE A MEMBERSHIP FORM Ā© 2014 Blackbaud
- 49. 03 CREATE A MEMBERSHIP FORM Ā© 2014 Blackbaud
- 50. 03 CREATE A MEMBERSHIP FORM Ā© 2014 Blackbaud
- 51. PRICING
- 52. 04 PRICING ļÆ Online Express is priced by usable email addresses - 3 year contract required - Includes donation forms and email (cannot purchase separately) - Add event registration forms for $20/mo. and/or membership forms for $50/mo. Ā© 2014 Blackbaud Tier 1 Tier 2 Tier 3 Usable Email Addresses 0 ā 2,500 2,501 ā 5,000 5,001 ā 10,000 Send Limit 90,000/yr 200,000/yr 400,000/yr Email Overages $0.015 per email $0.012 per email $0.01 per email Number of Forms Unlimited Unlimited Unlimited Monthly Price $200 $275 $350 Annual Price $2,400 $3,300 $4,200 A usable email address shall be deemed to be one (1) unique subscriber or email address added to an email list and successfully sent to. Email addresses that are sent to and result in a hard bounce or opt-out are not counted in the usable email address total.
- 54. 05 OVERVIEW www.blackbaud.com/onlineexp Ā© 2014 Blackbaud ress
- 55. Thank You Ā© 2014 Blackbaud
Editor's Notes
- - Introduce Whitney / Steve / Chris - Mention they can interact with the widgets during the presentation
- Submit questions anytime during the presentation. Will talk about how the
- Simple, Smart Fundraising and Email Marketing solution for RE users Up and running in minutes Leverage best-practices found from research Main takeaway: time-saving integration, built-in visual designs, drag/drop editor = more time to focus on your mission
- Common themes across forms (embedable forms / mobile friendly / tight RE integration / great visual design / best practices) Donations ( one-time and recurring gifts / honor memorial gifts ) Events ( paid and free events / multiple participants / attributes / donations ) Memberships ( gift of membership / additional donations ) Email ( built-in templates / drag and drop / mobile friendly out of box )
- - BBOX generates forms, not web pages. - Youāll place code snippet on your website. - Future form changes appear nearly instantly.
- High level benefits Install and provision is fast and easy User interface is intuitive and links to video tuts embedded Forms live on your own website Build mobile friendly emails with simple drag/drop....NO HTML/CSS!!! Donors never leave your site to submit gifts Tight integration with RE allows easy constituent matching and processing
- To get started.... If you host The Raiserās Edge... If Blackbaud hosts RE for you...
- - When installed, access OLX from left hand toolbar If you havenāt previously set up BBPS and BBMS accounts, weāll walk you through that Youāll choose a subscription plan and thatās it
- Youāll see your Online Express dashboard where you can begin fundraising.
- Manage donations by clicking the Donations tab Dashboard metrics ( views / transactions / conversions / $$$ ) See each form youāve created and its recent performance Edit
- - Notice Video Link - Name form Add funds from The Raiserās Edge Choose payment options Optionally associate an appeal from RE
- Lots of configurable options: - But best practice is to minimize use of options, so donāt enable them all Suggested gift amounts Notice option to pre-select a giving level (research shows using a pre-selected gift amount can increase average gift for a form) Comments / Recurring / Gift Attributes from RE
- Look & Feel Drag and drop to reorder the main form sections Research shows buttons perform better, so selected by default. But may find specific appeal lends itself more to radio buttons
- Fine tuning is primarily for visual styling tweaks and changing field labels Things like colors are easy to change (show BG color change) Changing labels just requires clicking into label (show gift label change) Can even change how validation messages look (click MESSAGES sub-tab)
- Here you can click to edit the thank you email donors receive And the confirmation message donors see on your website after they donate Compelling as Online Express is....you probably wonāt spend all day every day, so can configure notification emails when donations arrive.
- Thatās it. Copy the embed code. Paste on your website. Emphasize that code only needs to be embedded once. Refresh page to save a change.
- Left side, see each incoming donation from your Online Express forms Right side, see details about each transaction OLX will automatically links incoming gifts to existing constituents (and you get to define the rules for how matches are calculated) You can opt to not accept some user-provided biographical data (like type-oās) Can process transactions individually or in bulk After processing, all gifts go into a batch that you can edit, commit, or just save for later
- Dashboard metrics with past-12-month data for open / click / conversion / average gift rates Also see performance of recently sent messages and segmented email lists Before sending email, need an email list...
- Lists are very easy. Build and save constituent queries in The Raiserās Edge And add one or more queries to Online Express lists Can choose up to 3 different RE email types
- Start from a layout with no content or choose a previous message that youāve sent as the starting point
- Content Tab ā Drag and Drop Show removal and re-addition of sidebar image Drag text into sidebar and center it
- Style tab Background colors and padding/alignment Note how recently used colors save to pallet
- Layout tab: Add/remove areas that can receive content. Save & Continue
- Provide from address and subject Send yourself a few test messages Choose a recipient list and click send.
- Come back to Power Point at this point
- Youāll use the Online Express Email Signup form to allow folks to opt in to receive information Building and using the form works just like donation form.
- Only 3 steps
- Same visual fine tuning as donations
- And grab the code snippet
- - Online Express is sold as a subscription. - Pricing tiers based on useable email addresses that youāve added to Online Express. - Useable email address is any email address added from RE. - We donāt count hard-bounces or opt-outs in the useable count. - Annual send limits, but unlimited forms. - Monthly pricing for donation forms and email marketing 200 / 275 / 350 - Events adds $20/mo and Membership adds $50/mo