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Come Together,
Right Now
Peter Nelson, Informz
Bobby Kaighn, Higher Logic
Andy Duncan, National Hospice Palliative Care Or...
Welcome!
Come Together, Right Now
NHPCO Management & Engagement Power Trio
Come Together, Right Now
Agenda
• 3 Quick Polls
• Higher Logic Automation Rules 101 – Bobby Kaighn
• Informz Integration with Higher Logic – Peter ...
Automation Rules
Bobby Kaighn, Higher Logic
250,000 Communities
25 million Engaged Members
• Grow membership
• Increase retention
• Really engage members
• Leverage S...
A Standard Higher Logic Configuration
• Most Higher Logic implementations are integrated with an AMS
• There is a single s...
Higher Logic- Automation Rules
Created to help community managers automate day to day tasks
• Profile completeness
• Best ...
Higher Logic Automation Rules
Types of Automation Rules
Criteria around
• Blogs
• Community Member
• Security/Access
• Customer Class/Status
• Membershi...
New Member Welcome Campaign
New Member Welcome Campaign Emphasizing the Community
Community Engagement Campaign
Comparing Higher Logic to Informz
Higher Logic is not an email marketing platform!
There is overlap, but you can do much m...
The Integration
Peter Nelson, Informz
Integration Nuts and Bolts
• Configure the integration
• IAMKey
• Password
• Sync Target Groups
• Use Target Groups!
Come ...
How To Use A Higher Logic Target Group?
• A mailing to one target group
• A mailing with dynamic segmentation
• As part of...
Recognize contributions
Encourage posting
Facilitate networking
Dynamic Content in Monthly Newsletter
New Member Welcome Campaign
Unleash Total Target Group Transformation!
• Higher Logic
• netFORUM Enterprise
Come Together, Right Now
• Mailing Activit...
Leveraging NHPCO
platforms to personalize
engagement options
Andy Duncan, NHPCO
NHPCO Backgrounder
The National Hospice Palliative Care Organization was formed in 1978
Our mission is to lead and mobiliz...
NHPCO Groups
Members come from a wide range of professional backgrounds
• Nurses, Physicians, Nursing Assistants, Advanced...
NHPCO netFORUM Enterprise Data
A member has a Primary Section and Secondary Section in netFORUM Enterprise
These are often...
NHPCO Higher Logic Communities
For the most part, a member can participate in any Higher Logic community they want
These c...
Opportunities to Engage
Come Together, Right Now
Conferences
Online meetings
Community Exchange
• 3-4 Days away
• Airfare,...
Goal: Meet The Member Where They Want To Be
• No reason to burden the member with “knowing” that they have to select a SEC...
Automation Rules
Bereavement Professional
Social Workers
Spiritual Caregivers
CRM Query
Primary Section=Bereavement Profes...
Outcomes
Members spending more time in the communities appreciate being invited to the chats
Call Center not getting as ma...
Future Plans
Look for those that are participating in a Higher Logic community, but don’t have a Primary or Secondary sect...
Questions?
Bobby Kaighn
bobby@higherlogic.com
202.350.4000
Peter Nelson
nelson@informz.com
518.691.0071 x276
Andy Duncan
a...
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Supporting Community Goals Using the Higher Logic Integration

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Get inspired and see how your organization can integrate your online community and digital communications to increase engagement. You could see a huge lift in engagement, just like NHPCO did (to the tune of 58%)!

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Supporting Community Goals Using the Higher Logic Integration

  1. 1. Come Together, Right Now Peter Nelson, Informz Bobby Kaighn, Higher Logic Andy Duncan, National Hospice Palliative Care Organization
  2. 2. Welcome! Come Together, Right Now
  3. 3. NHPCO Management & Engagement Power Trio Come Together, Right Now
  4. 4. Agenda • 3 Quick Polls • Higher Logic Automation Rules 101 – Bobby Kaighn • Informz Integration with Higher Logic – Peter Nelson • NHPCO’s experiences – Andy Duncan • Q&A Come Together, Right Now
  5. 5. Automation Rules Bobby Kaighn, Higher Logic
  6. 6. 250,000 Communities 25 million Engaged Members • Grow membership • Increase retention • Really engage members • Leverage SEO • Develop a 360o view Come Together, Right Now
  7. 7. A Standard Higher Logic Configuration • Most Higher Logic implementations are integrated with an AMS • There is a single sign-on between Higher Logic and the AMS • The majority of people in the AMS also become members in the Higher Logic community Come Together, Right Now
  8. 8. Higher Logic- Automation Rules Created to help community managers automate day to day tasks • Profile completeness • Best Answer • Encouragement engagement • Welcome new community members • Come back • Export data Come Together, Right Now
  9. 9. Higher Logic Automation Rules
  10. 10. Types of Automation Rules Criteria around • Blogs • Community Member • Security/Access • Customer Class/Status • Membership • Discussions • Volunteer Come Together, Right Now • Profile/Demographics • Emails & Automation Rules • Ribbons/Badges • Engagement/Points • Meetings/Events • Mentoring • Library
  11. 11. New Member Welcome Campaign
  12. 12. New Member Welcome Campaign Emphasizing the Community
  13. 13. Community Engagement Campaign
  14. 14. Comparing Higher Logic to Informz Higher Logic is not an email marketing platform! There is overlap, but you can do much more in Informz. • Deliverability • In-depth testing • Dynamic Segmentation so that stories in a mailing can be presented to various target groups • Automated campaigns • Extensive metrics – e.g. Opens, Clicks, Forwards, Shares, Bounces Automation Rules are made to make a community manager’s life easier, not for email marketing Come Together, Right Now
  15. 15. The Integration Peter Nelson, Informz
  16. 16. Integration Nuts and Bolts • Configure the integration • IAMKey • Password • Sync Target Groups • Use Target Groups! Come Together, Right Now
  17. 17. How To Use A Higher Logic Target Group? • A mailing to one target group • A mailing with dynamic segmentation • As part of a compound target group • A report filter • For campaigns: • Activation target group • Exclusion target group • Decision step target group Come Together, Right Now
  18. 18. Recognize contributions Encourage posting Facilitate networking Dynamic Content in Monthly Newsletter
  19. 19. New Member Welcome Campaign
  20. 20. Unleash Total Target Group Transformation! • Higher Logic • netFORUM Enterprise Come Together, Right Now • Mailing Activity • Action-Based • Opens • Clicks • Domains • On The Fly • Web Tracking • Page visits • Interactions • Landing Pages
  21. 21. Leveraging NHPCO platforms to personalize engagement options Andy Duncan, NHPCO
  22. 22. NHPCO Backgrounder The National Hospice Palliative Care Organization was formed in 1978 Our mission is to lead and mobilize social change for improved care at the end of life. We’ve been an Informz client since 2006. • NetFORUM Enterprise Integration • Social Posting • Surveys • Voting • Marketing Automation & Web Tracking • Higher Logic Integration Come Together, Right Now
  23. 23. NHPCO Groups Members come from a wide range of professional backgrounds • Nurses, Physicians, Nursing Assistants, Advanced Practice Nurses, Pharmacists, • Social Workers, Chaplains, Bereavement Counselors, • CEOs, CFOs, CIOs, Quality & Compliance Professionals, • Development/PR/Marketing Professionals, and Volunteer Coordinators Peer collaboration and learning is a big member benefit for these professionals The data to track profession, interests, and engagement is spread between netFORUM Enterprise and Higher Logic. Come Together, Right Now
  24. 24. NHPCO netFORUM Enterprise Data A member has a Primary Section and Secondary Section in netFORUM Enterprise These are often referred to as significant interest group too A section has webinar chats (GoToWebinar, AnyMeeting) as a continuing learning platform Target Groups created on primary and secondary sections in netFORUM Enterprise used to invite members to chats Populated via the client portal for this AMS Come Together, Right Now
  25. 25. NHPCO Higher Logic Communities For the most part, a member can participate in any Higher Logic community they want These communities are a key focus of the Sections (SIGs) NHPCO knew that an increasing number of members were exploring more and more communities – which was good! But …. NHPCO communications didn’t leverage that – not so good. This data was available from an Automation Rule, but uploading into Informz manually would impede efficiency. Come Together, Right Now
  26. 26. Opportunities to Engage Come Together, Right Now Conferences Online meetings Community Exchange • 3-4 Days away • Airfare, Hotel, RegistrationHigh • 60 minutes • Free or inexpensiveMedium • 10-15 minutes • FreeLow
  27. 27. Goal: Meet The Member Where They Want To Be • No reason to burden the member with “knowing” that they have to select a SECTION in the AMS. • Members “just go into” the communities they want and start participating. • The “burden” was offloaded because NHPCO now has the HL target groups to communicate with them. • It would be nice if members DID update their preferences in the AMS portal, but now that’s no longer a mandate Come Together, Right Now
  28. 28. Automation Rules Bereavement Professional Social Workers Spiritual Caregivers CRM Query Primary Section=Bereavement Professionals Secondary Section= (no selection) Compound Target Group Section=Bereavement Professionals or Community=Bereavement Professional or Community=Social Worker or Community=Spiritual Caregiver NHPCO Marketing of Webinar “Chats”
  29. 29. Outcomes Members spending more time in the communities appreciate being invited to the chats Call Center not getting as many calls about the chats “after the fact” Increase overall reach to more members Registration numbers increased a few points Increase awareness of overall offerings of the association Come Together, Right Now
  30. 30. Future Plans Look for those that are participating in a Higher Logic community, but don’t have a Primary or Secondary section selected. Update the AMS via an Informz Compound Target Group. Watch for someone’s interest “falling off” if we date stamp our automation rules. September Posts, October Posts, November Posts or “not posts in past x days”. Are you still interested in this topic? (>1 post in past, 0 post now) Invite community members to participate in other communities. Cross-marketing. Identify “the Lurkers” and invite them to participate more Identify future committee leaders or helpers Come Together, Right Now
  31. 31. Questions? Bobby Kaighn bobby@higherlogic.com 202.350.4000 Peter Nelson nelson@informz.com 518.691.0071 x276 Andy Duncan aduncan@nhpco.org 703.837.3145

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