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Hidden Gems - Luminate Online DC Users Group

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DC Convio Luminate Online Users Group presentation on Hidden Gems

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Hidden Gems - Luminate Online DC Users Group

  1. 1. DC Users Group Meeting Hidden Gems July 10, 2012 Sara Hoffman Jackie Mathis© 2012 Convio, a Blackbaud company. All Rights Reserved. 1
  2. 2. What is Segmentation? • Process of identifying audience of your communication • Usually divided into three categories: - Demographics - Transactions - Engagement Go Cowboys! „DA BEARS! YEEHAW!© 2012 Convio, a Blackbaud company. All Rights Reserved. 2
  3. 3. Why Should We Segment? • Increase Relevance • Provide additional value • Engage Constituents • Avoid Communication Saturation© 2012 Convio, a Blackbaud company. All Rights Reserved. 3
  4. 4. Donor Stewardship is Vital Source: Amergent© 2012 Convio, a Blackbaud company. All Rights Reserved. 4
  5. 5. Overview: Dynamic Ask • What is a Dynamic Ask? - A suggested giving amount based on a constituent‟s donation history • EXAMPLE: Debbie donated $120 to your organization earlier this year. For the organization‟s holiday appeal, the Administrator has created an email with a dynamic ask that will take each constituent‟s last donation and add 25% to it. When Debbie opens the email, she will be presented with a suggested $150 ask.© 2012 Convio, a Blackbaud company. All Rights Reserved. 5
  6. 6. Creating a Dynamic Ask/WYSIWYGThis is what thisconstituent will see© 2012 Convio, a Blackbaud company. All Rights Reserved. 6
  7. 7. Creating a Dynamic Ask/Donation Form This donor’s largest gift was $120, on which each ask is based© 2012 Convio, a Blackbaud company. All Rights Reserved. 7
  8. 8. RFM Segmentation • Recency • Frequency • Monetary Value (Amount)© 2012 Convio, a Blackbaud company. All Rights Reserved. 8
  9. 9. Email Response Rate Segmentation • Number of Emails Opened • Clicks • Forwards© 2012 Convio, a Blackbaud company. All Rights Reserved. 9
  10. 10. Web Site Engagement Segmentation • Donated • Action Alerts • Purchased Ticket© 2012 Convio, a Blackbaud company. All Rights Reserved. 10
  11. 11. Using the Results These constituents have donated more than once in the last 45 days but have a Frequency PCTL less than 50© 2012 Convio, a Blackbaud company. All Rights Reserved. 11
  12. 12. Putting it to Work© 2012 Convio, a Blackbaud company. All Rights Reserved. 12
  13. 13. Now go build it Front end configuration for AHS‟s A/B test. Splash page with program information to Donate Or straight to Donate© 2012 Convio, a Blackbaud company. All Rights Reserved. 13
  14. 14. What to configure • Pagebuilder page for landing page - Reusable for session variable setting - Reusable pagebuilder page for splash content • Donation form • Special handling: - Random number generation + custom session variable • [[S55:min,max,mindigits]] • U1 & S80 - Disable redirect from happening from Admin UI • [[?[[S8]]::Admin::<!-- do nothing -->::put all your code here]]© 2012 Convio, a Blackbaud company. All Rights Reserved. 14
  15. 15. A/B test within a single page [[?x[[S80:session_type]]x::xx:: <!-- if session variable is empty, then create session_type --> [[?[[U1:randomNumber=[[S55:1,2,1]]]]::1:: [[U0:session_type=A]] <script language="Javascript" type="text/javascript">window.location=[[S8]];</script> :: [[U0:session_type=B]] (js to reload the page) ]] :: <!-- else session_type has a value --> ??? What do I do here ??? ]]© 2012 Convio, a Blackbaud company. All Rights Reserved. 15
  16. 16. Here’s what we do if the session variable isn’t blank…. [[?xAx::x[[S80:session_type]]x:: Do A :: [[?xBx::x[[S80:session_type]]x:: Do B :: ]] ]]© 2012 Convio, a Blackbaud company. All Rights Reserved. 16
  17. 17. Links A version Splash page Donation form B version Donation form Landing Page© 2012 Convio, a Blackbaud company. All Rights Reserved. 17
  18. 18. Time to Debug with URL parameters© 2012 Convio, a Blackbaud company. All Rights Reserved. 18
  19. 19. s_debug=true What it does for regular Online When would/could I use this? pages: • If you see dreaded extra “[[“ or • Display the names of reusables “]]” signs on your published when viewing source. page. <!-- Begin content from What else does it do? page: [[pagebuilder name]] --> • Enables javascript debugging for: <!-- End of page content from page: [[pagebuilder • PC2 name]] --> • Gigya OAuth and Social Sharing Example with debug turned on • Gift Service Center 2© 2012 Convio, a Blackbaud company. All Rights Reserved. 19
  20. 20. pgwrap=n What it does: When would/could I use this? Removes the pagewrapper from • If you are producing content to the page be utilized by an API • If you need to remove “native” Luminate Online CSS/JS Examples: • If you are producing something for mobile only • With Pagewrapper • If you are debugging your • Without Pagewrapper page‟s conditionals and configuration without the worry of pagewrapper conditionals or variables overwriting or resetting • If you are debugging the pagewrapper itself© 2012 Convio, a Blackbaud company. All Rights Reserved. 20
  21. 21. pw_id=XXXX What it does: When would/could I use this? Overrides your session with a • When you‟re building out a new specific pagewrapper. stylesheet or pagewrapper configuration that might not need a whole new pagewrapper Examples: • If you need to display a standard Luminate Online page • UserLogin standard in a particular wrapper • UserLogin overridden (for an • If you want to time travel back event) through old versions • Current Action Alert • Different campaign wrapper© 2012 Convio, a Blackbaud company. All Rights Reserved. 21
  22. 22. s_AffiliateSecCatId=XXXX or s_AffiliateSecCatId=1 What it does: When would/could I use this? Sets the security category of a • If you need to display a session. Often used in pagewrapper from a different conjunction with pw_id. security category • When pw_id alone isn‟t Examples: working, try using this variable set to 1. • Standard TellAFriend • When pw_id isn‟t enough • Overridden TellAFriend - (this example is multicenter)© 2012 Convio, a Blackbaud company. All Rights Reserved. 22
  23. 23. scid=XXXX What it does: When would/could I use this? • Sets the Center (specified by • If you‟re using pw_id or the Centers security category AffiliateSecCatId but need to ID) in the users session. have users be added to a different center Example: Take the BP Oil spill • If national wants to send a • National issue awareness is message, but branding and needed cultivation need to be for the • Local members and support local organization. is priority • So donations made to X campaign make the donor a member of that local chapter.© 2012 Convio, a Blackbaud company. All Rights Reserved. 23
  24. 24. s_jsfirebuglite=true What it does: When would/could I use this? Loads Firebug Lite on the page • When you‟ve got a complaint in and every subsequent page in IE6  a session • When you‟re testing things out on mobile Example© 2012 Convio, a Blackbaud company. All Rights Reserved. 24
  25. 25. CMS© 2012 Convio, a Blackbaud company. All Rights Reserved. 25
  26. 26. CMS can GeoLocate! Do you already have a content type with full street addresses? Then you can make a map with the GoogleMaps API and some javascript • Central Park Conservancys interactive map of Central Park • CCFA‟s Chapters map and list Link to CCFA‟s source Link to CCFA‟s JS© 2012 Convio, a Blackbaud company. All Rights Reserved. 26
  27. 27. OMG Resources!!© 2012 Convio, a Blackbaud company. All Rights Reserved. 27
  28. 28. Training Resources • How to Create Dynamic Asks - Tutorial - Help Document (Donation Form) - Help Document (WYSIWYG) • How to Create RFM Segmentation and Engagement Factors - Tutorial - Help Documents • Best Practices Fundraising Materials Found in Convio Learn Center© 2012 Convio, a Blackbaud company. All Rights Reserved. 28
  29. 29. My Favorite Salesforce AppExchange Apps • Campaign Calendar • Conga Composer • Timba Surveys • GeoPointe • Gmail Integration for Salesforce© 2012 Convio, a Blackbaud company. All Rights Reserved. 29
  30. 30. Browser Tools • IE Dev Toolbar • IE Tab - FF add-on • Em calculator • Web Developer Toolbar - FF add-on • Colorzilla - FF add-on • Measure It - FF add-on • Sitepoint Reference - FF add-on • Stylish – FF add-on© 2012 Convio, a Blackbaud company. All Rights Reserved. 30
  31. 31. Javascript • Auto Complete JS • Auto Suggest JS • Case-senstative auto suggest JS • Javascript Recommended Reading© 2012 Convio, a Blackbaud company. All Rights Reserved. 31
  32. 32. Free stuff We have Free Kits! - Service Modules Kits The most important free kit is: S tags and conditionals! [[?xx::x[[S1:user_name]]x::non-logged in content:: logged in content]] [[?xx::x[[S1:user_name]]x::Who the heck are you?:: Howdy [[S1:first_name]]]]© 2012 Convio, a Blackbaud company. All Rights Reserved. 32
  33. 33. Questions and examples mentioned *AT* the Users Group meeting© 2012 Convio, a Blackbaud company. All Rights Reserved. 33
  34. 34. printer_friendly=1 What it does: When would/could I use this? • Uses the “Printer Friendly” • Have a “print” icon on your version of the pagebuilder page wrapper Example: • Action Alert Complimentary in CMS • Homepage (CMS) print=t© 2012 Convio, a Blackbaud company. All Rights Reserved. 34
  35. 35. MessageViewer There is an SDP that can be of assistence: EMAIL_MESSAGE_VIEWER_PAGE_WRAPPER • This option controls which PageWrapper to use while rendering email messages on web. Possible values are NONE, DEFAULT or a specific PageWrapper id.© 2012 Convio, a Blackbaud company. All Rights Reserved. 35
  36. 36. **NERD ALERT** Caution There be <script> beyond this slide© 2012 Convio, a Blackbaud company. All Rights Reserved. 36
  37. 37. My branding guidelines say that all my fonts have to be Tahoma or our marketing department is going to flip… • Override default Convio styles with your own stylesheet in pagebuilder. - Create a reusable stylesheet for your pagewrappers that contains the necessary overrides:© 2012 Convio, a Blackbaud company. All Rights Reserved. 37
  38. 38. What could that look like? Reus_override_styles: <style> p, li, ol, ul, table, tr, th, td, .explicit, h1, h2, h3, h4, h5, .cons-pers td, .cons-pers p, .cons-pers label, .cons-pers fieldset, .cons-pers .explicit, .netscapefix, .cons- pers p.hint, textarea, input, select, option, .button, .objtitle { font-family: Tahoma, Arial, Helvetica, sans-serif !important;} </style>© 2012 Convio, a Blackbaud company. All Rights Reserved. 38
  39. 39. Need to hide something on your page? Go DOM crawling! Many many things on a Luminate Online generated page can be manipulated by javascript and DOM tree manipulation. But something can be conquered with just CSS. Let‟s take hiding the Payment Type row versus hiding a particular donation level…© 2012 Convio, a Blackbaud company. All Rights Reserved. 39
  40. 40. Payment Row we can address via CSS and the row’s ID #payment_typecc_type_Row {display:none;}© 2012 Convio, a Blackbaud company. All Rights Reserved. 40
  41. 41. Donation levels require Javascript While each level‟s radio button has it‟s own ID, the label displaying the amount is in a different cell without an ID. We‟ll need the ID of the level to be hidden. Hide $250: document.getElementById(level_flexiblecompact4890) .parentNode.parentNode.style.display = none;© 2012 Convio, a Blackbaud company. All Rights Reserved. 41
  42. 42. But wait, there’s more. • You can use the console of Firebug or Web Developer Tools to test it out. • But to get this to work on your page, we‟ll need to create a function and have it called on page load: <script> addOnLoadHandler(hideStuff); function hideStuff() { document.getElementById(level_standardcompact12345).pa rentNode.parentNode.style.display = none; } <script> For more information, check out a post on Community.© 2012 Convio, a Blackbaud company. All Rights Reserved. 42

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