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Harnessing Blackbaud NetCommunity to Engage Alumni, Donors and the Community

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In this presentation, I was demonstrating our platforms for Alumni, Community and Donor Engagement and well as demonstrating tips, tricks and hacks to help you get the most of your NetCommunity Installation.

We discussed some of the tricks used to build a NetCommunity User Community as well as demonstrated how to get NetCommunity working with other systems and discussed and demonstrated some other tricks, tips and hacks to get NetCommunity to help power some of your Alumni, Community and Donor Engagement strategies.

This was presented at Blackbaud Conference 2014 - Sydney, Australia in the Higher Education Stream - Visit http://www.blackbaud.com.au/bbcon for more details

Published in: Technology
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Harnessing Blackbaud NetCommunity to Engage Alumni, Donors and the Community

  1. 1. Harnessing Blackbaud NetCommunity™ to Engage Your Alumni, Donors and the Community: A Case Study PRESENTED BY MICHAEL FENTON ADVANCEMENT SERVICES MANAGER, UOW #bbconAU 1
  2. 2. TWEET ABOUT YOUR SESSION @m_fenton #bbconAU #bbconAU 2
  3. 3. FIRSTLY, OUR OBJECTIVES • Using NetCommunity for Email Distribution • Using NetCommunity for Alumni Business Directory • Using Janrain for Social Sign-On into NetCommunity #bbconAU 3
  4. 4. AND SOME MORE OBJECTIVES.. • Using NetCommunity for Surveys • Using Staff Notifications in NetCommunity • Using NetCommunity for Service Provisioning #bbconAU 4
  5. 5. USING NETCOMMUNITY FOR EMAIL DISTRIBUTION #bbconAU 5
  6. 6. MANAGING CONDITIONAL CONTENT • Through our Alumni Opinion Survey it was identified that our graduates wanted to hear news related to them, not everything that was happening in the University • We looked to redesign the Quarterly eNews to meet this, and we found that Conditional Content allowed us to present content based off a set of queries, which could be based off any field or segmentation and then send along relevant content to that cohort. • We discovered early on that once a constituent met the criteria it would no longer process. (eg. If you were to say where Faculty one of Business, but they had both Business and Engineering, and Engineering had already run, they would no longer be considered) #bbconAU 6
  7. 7. MANAGING CONDITIONAL CONTENT #bbconAU 7
  8. 8. MANAGING CONDITIONAL CONTENT #bbconAU 8
  9. 9. USING NETCOMMUNITY FOR THE ALUMNI BUSINESS DIRECTORY #bbconAU 9
  10. 10. THE ALUMNI BUSINESS DIRECTORY • The Alumni Business Directory was setup to enable our graduates to display information regarding their businesses online • We could make certain attributes public for constituent records, where they had elected to make this information public. eg. Alumni Business Directory – Description, Alumni Business Directory - Benefit • We could elect when a profile had been moderated and available for public viewing – Alumni Business Directory = Yes • We could then make a Directory of these Public Profiles, and a Profile View for Individual Records #bbconAU 10
  11. 11. USING THE DIRECTORY PAGE PART #bbconAU 11
  12. 12. SEARCH RESULTS FROM THE DIRECTORY PAGE PART #bbconAU 12
  13. 13. USING PROFILE DISPLAY TO DISPLAY RESULTS #bbconAU 13
  14. 14. USING JANRAIN FOR SOCIAL SIGN-ON INTO NETCOMMUNITY #bbconAU 14
  15. 15. SOCIAL SIGN-ON • We were finding a reluctance for our supporter community to regularly use and interact with NetCommunity • Given that we were about to make a major push with the Alumni Opinion Survey we needed a simpler sign up process, and make the login process easier for our supporter community. • At Blackbaud’s Sydney User Group in 2013 there was a discussion around the difficulty with login and someone suggested using Janrain for Social Integration • The setup process was fairly easy with the service ready in under a day – all launched from NetCommunity #bbconAU 15
  16. 16. JANRAIN • Once the Janrain Account is established, you’re then able to setup your integrations into each of the Social Providers you’d like to use • You’ll need to have accounts with most of the providers and setup some Developer Options, but it’s quite a nice guided process from Janrain. • From the Janrain Site, you’re able to see statistics about how frequently it’s being used and which providers are being used the most #bbconAU 16
  17. 17. NETCOMMUNITY AND JANRAIN • NetCommunity will register every Social User with username prefixed with SocialWeb_ (eg. SocialWeb_123) • Once the Social Account is established, your supporters can then change their Username and Password (if permitted by your site settings) as part of a Profile Update Form • This reduces the Username and Password support queries, as most people would be more likely to remember their Facebook or LinkedIn Username and Password than their UOW Community Username and Password. #bbconAU 17
  18. 18. USING NETCOMMUNITY FOR SURVEYS #bbconAU 18
  19. 19. GENERAL FORMS • We’re still doing a number of Forms which must be available for public use, in those cases we’re using Forms, Form Display Parts and the NetCommunity Form Collection #bbconAU 19
  20. 20. ALUMNI OPINION SURVEY • The Alumni Opinion Survey needed the data provided by the graduate via the form, but also linked to their personal details so that we could match various themes against known data like Faculty, Age, etc. • We needed them to login, so this also became a NetCommmunity User Registration Drive! • Users would be guided to register via Social Media or Traditional Registration, and as the form was limited to provisional members, once registered they would be able to answer the opinion survey • The NetCommunity Registration didn’t need to be rushed as they had already submitted their survey. #bbconAU 20
  21. 21. USING NETCOMMUNITY FOR NOTIFICATIONS #bbconAU 21
  22. 22. NETCOMMUNITY STAFF NOTIFICATIONS • How often are Event and Development Staff asking – Have we had any new Event Registrations or Have we had any new Donations? • Staff Notifications are the answer to that problem #bbconAU 22
  23. 23. EVENT NOTIFICATIONS #bbconAU 23
  24. 24. DONATION NOTIFICATIONS #bbconAU 24
  25. 25. USING NETCOMMUNITY FOR SERVICE PROCESSING #bbconAU 25
  26. 26. USING PROFILE UPDATE FORMS FOR SERVICE PROCESSING • Profile Update Forms are a great way of moving data back into Raiser’s Edge for further processing #bbconAU 26
  27. 27. QUESTIONS AND ANSWERS? #bbconAU 27
  28. 28. TWEET ABOUT YOUR SESSION @m_fenton #bbconAU Follow #blkbnc for more NetCommunity tips afterwards #bbconAU 28

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