eTapestry Overview Webinar - Mike Kierce


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  • eTapestry’s web-based software spans the globe with over 5000 nonprofit clients.  eTapestry’s ala carte offering lets organizations choose the combination of services to best meet their needs.  Solutions include a donor database, custom website, ecommerce tools, personal fundraising, prospect research, advanced email, and many others.  eTapestry also provides a free and open application programming interface allowing full integration of third party and custom solutions.  eTapestry’s base service is offered free to organizations with fewer than 500 records.
  • Add a slide or other customers for verticals
  • TRUE CRM: Your Internet strategy should incorporate everything from your online face (website), to your online communication (email), to your online giving (ecommerce), to the heart of your system – the database. When working with our eTapestry customers on an Internet strategy, we can happily tell them there is good news, and then there is better news. The good news is that we can take any one aspect and help them implement it. The better news is that we can make all the pieces work together in a coordinated, seamless fashion offering a True CRM (constituent relationship management) Solution.
  • Your technology partner can provide the tools you need to support the activities that ensure the success of your strategies. Specifically, technology should help you both acquire and retain supporters by educating and engaging them as well as by inspiring them and stewarding them. eTapestry can offer you both of the tool sets for acquisition and cultivation. We call this cycle TrueCRM and it succeeds, in short, because it lets you treat supporters like individuals… even if you have millions of them to manage.TrueCRM™ Means:Creating online and offline experiences that build meaningful connections with constituentsMaking participation and involvement with your organization easy, fun, and compelling for supportersProviding tools that enable supporters to share stories and become deeply involved in the mission communityEnsuring every interaction you have with constituents respects their entire history with your organization and demonstrates your appreciation for their involvement
  • Demo – show transaction from ecomm to database and record tracking.
  • As you can see, there are many ways to interact with those who are visiting your website. You want to be able to give your visitors something but also get something from them in return. Imagine how big your donor base would be if you had the contact information for everyone who visited your website. A simple ‘ask’ is sometimes all you need.
  • In our presentations and speaking opportunities around the country, we have found this to be true almost everywhere we go. We all use – and like to use – the Internet for ecommerce, but we often don’t give our donors the same opportunity.
  • …built, hosted, and maintained by eTapestry plus it matches the look and feel of your website.
  • Once the donor completes the donation page, their gift transaction is sent to our processing partner IATS-Ticketmaster, who verifies the gift and notifies the donor. All while the transaction is tracked back to your eTapestry database.
  • With Personal Fundraising you take advantage of viral fundraising (one of the fastest growing and easiest ways to raise funds) by creating events/fundraisers/projects in eTapestry that generate a website where individuals who support your organization can create a team, support a cause, make a donation, etc. all by creating their own personal webpage and sending the link to family and friends.
  • You have an option to register teams, create a team, join a team…
  • Team:You can create your own text for what your events is about, even including picturesParticipant:And your participants can create their own fundraising pages.Creation of a Personal Fundraising site generates a unique URL link that your participants can sent out to their friends and family who will then go online and give a donation. The donations are automatically entered into you eTapestry database and the thermometer on the page is updated to reflect how much has been raised in relation to the goal.
  • Your organization, the team and/or the individual can keep up to date with their own fundraising pages to monitor the progress. In addition to events like a 5k race, some common uses of the fundraising modules are small fundraisers held by your supporters, missionary support and special campaigns.
  • The Cart allows you to manage your inventory within your eTapestry database and create web pages you can link to your own website for individuals to purchase your merchandise. Creating your inventory is simple and manageable within your eTapestry database.
  • Items purchased are collected into a checkout screen for your donor/customers review.
  • Donor Login is a self service product that allows your donors to have a username/password which gives them access to their contact information and giving history.
  • Demo – show transaction from ecomm to database and record tracking.
  • Additional tools include a spam analyzer to insure high deliverability, as well as a scheduler.
  • Surveys show one of the most common requests of fundraisers is the ability to get useful reports - easily. We provide a variety of pre-built reports – not an overwhelming number of them, but those that we know are most used by nonprofits. So lets see how they work. Say you would like to get a report of some of your top donors.
  • Want to learn more about your top donors? Simply conduct your search in the eTapestry database and double click on the donors name. From here you will be able to see everything about your donor, including the last time they gave, how much the gift was for, where it was allocated to, email newsletters your donor has received etc.
  • Part of better recordkeeping is being able to manage all the different complexities of relationships, interactions, communications, and future events. eTapestry is designed to be your central data source for all these things.Customize for your vertical eg. Mission Trips, Grateful Patients
  • As a fundraiser, you understand the value of relationships, and the value of knowing how donors are connected so we have created relationship links for each account in your database.
  • That link lets you identify – and see – who this account has a relationship with. It can be any variety of relationships you see here.
  • Which displays a “relationship tree” allowing you to see how your database accounts are connected to each other. If you are doing major gift fundraising, this is essential to your success.
  • This quote explains the exact idea behind our journal page. The journal page details every interaction I have had with an account
  • We have all been using Microsoft Outlook for years in our daily emails. We have simplified the communication efforts when using eTapestry with our Outlook Integration offering. This module allows you verify the account you are communicating with and the communication it is automatically added to the appropriated journal in your eTapestry database directly from Outlook.
  • From this page I can add new items regarding contacts with this account. In this case I see I had a lunch meeting with John and I need to schedule a follow-up. So I choose calendar item from my list…
  • …and it allows me to set an appointment for a follow up meeting.
  • My calendar events also display on my welcome page when I log in, alerting me to the activities I have scheduled.
  • We have talked a lot about the cultivation process and relationship management but equally important is data services. All the relationship building in the world isn’t going to get you the donations needed to be successful if you don’t have accurate data. eTapestry has teamed up with the experts of data service, Target Analytics, to offer you first class tools. 1. Donor Acquisition and Development We can help you not only keep more of your current donors, but help you find new ones and build lifelong relationships. 2. Prospect Research There are a lot of suspects in your database. How do you know which are the best prospects for you? Our prospect segmentation and wealth identification services can remove the guesswork.3. Donor Performance and Benchmarking How do your donors measure up? Whether you want to see how you’ve done so far with DonorCentrics, how you compare to the industry with the National Index, or plan for the future with our Scenario Builders, we can help you find the answers. 4. Data Enrichment Services Keeping up with your donors can be a full-time job. We’re here to help with services that cover the spectrum from updating your contact info to identifying matching gifts you might be missing.
  • Now that you know all about the tools that can help you succeed in your fundraising efforts we have award winning support specialist that can answer any of the questions you may have while utilizing all these tools. Not to mention for your convenience we have several ways to contact your customer support representative.
  • The foundation for good support however, is good training. We developed our training programs to be very different from traditional software training. Instead of force feeding you as much information as possible in a short classroom setting, we do our training online. It allows you to learn at a pace that suits you. It allows you to select the specific areas you need to focus on, and it gives you unlimited access. (review class options)
  • We have used the word “TrueCRM” a lot through out this presentation, I hope now that you have a better understanding of what CRM is and we have successful shown you how eTapestry can help provide this solution. To Recap, TrueCRM is a single solution, one that combines these components into one so you can cross-reference this information, eliminate data silos, and really start to use this information and knowledge you are gaining to better align your strategies with where you want to be in the future.It’s important to note though that this integration is not merely data flowing back and forth between your data base, website donors etc. As demonstrated, it’s what you do with the knowledge you gain and how you turn it into action that makes an impact.Let me show you an example of True CRM and how important it is to see a complete, holistic view of your supporters.
  • eTapestry Overview Webinar - Mike Kierce

    1. 1. Embracing Technology as a Nonprofit <br />eTapestry Prospect Webinar<br />Your presenter: <br />Mike Kierce<br />
    2. 2. Agenda: <br />Introduction<br />eTapestry, A Blackbaud Product and Company Overview<br />Your nonprofit<br />How many records are you tracking and how are you tracking them?<br />Why are you at our webinar today?<br />Building a strategic solution with eTapestry<br />Total CRM<br />Integration <br />Communication<br />Reports, Analysis and Strategy<br />How eTapestry can help you succeed <br />Raise more money guarantee <br />Moving forward with eTapestry<br />
    3. 3. Your nonprofit:<br />Please introduce yourself and your nonprofit<br />How many records are you tracking and how are you tracking them?<br />Why are you at our webinar today?<br />
    4. 4. eTapestry & Blackbaud – your technology partner<br />Blackbaud is the leading global provider of software and services designed specifically for nonprofit organizations, enabling them to improve operational efficiency, build strong relationships, and raise more money to support their missions. Approximately 22,000 organizations — including the American Red Cross, Dartmouth College, the WGBH Educational Foundation, Episcopal High School, Lincoln Center, Cancer Research UK, Special Olympics, and Arthritis Foundation — use one or more of Blackbaud products and services for fundraising, constituent relationship management, financial management, direct marketing, school administration, ticketing, business intelligence, website management, prospect research, consulting, and analytics. <br />Quick Facts<br />Management team led by Marc Chardon, Chief Executive Officer.<br />2000+ employees, in 6 countries.<br />Revenues of $302.5 million in 2008.<br />Listed on NASDAQ Global Select Market under ticker symbol BLKB.<br />More than 22,000 customers located in 75 countries, with concentrations in North America, Europe and Asia Pacific<br />Philanthropic corporate culture that encourages volunteerism.<br />Headquartered in Charleston, South Carolina, with operations in Cambridge, Massachusetts; Denver; Indianapolis, Indiana; San Diego; Toronto, Ontario; Glasgow, Scotland; London; Sydney, Australia; and Almere, The Netherlands. <br />Founded in 1981.<br />eTapestry Division<br />In 1999, eTapestry introduced the first on-demand fundraising software delivered over the Internet, giving users’ access from any location and a solution that is automatically backed-up, maintained and updated. <br />As a wholly owned subsidiary of Blackbaud we offer our clients the ideal combination of leading edge technology along with unparalleled financial strength. <br />Over 7000 customers with a customer retention rate of 98%<br />
    5. 5. eTapestry customers include:<br />
    6. 6. Donor DatabaseeCommerce Advanced Email Website <br />
    7. 7. Building out your strategy with eTapestry: Acquisition Cultivation <br />
    8. 8. Are your website and database integrated? <br />Integration directly into your database<br />Requires no additional manual entry<br />Customizable <br />
    9. 9. eTapestry – Online Strategies<br />Websites<br />Brochure & Content Management Sites<br />Social Media<br />Online Giving & Engagement<br />Ways to Give<br />Ways to Give<br />Recurring Gifts<br />Event Registration<br />Memberships<br />Volunteer Registration<br />Donor/Member Login<br />Ecommunication<br />Personal Fundraising<br />Friends asking Friends<br />‘A – thons’<br />Sponsorships<br />Registrations<br />Cart<br />Selling Items<br />Registrations<br />Free Information<br />Gifts<br />
    10. 10. Websites<br />eTapestry builds and hosts Content Management System (CMS) and Brochure websites<br />Your website is the first place a donor will go to get information on your organization and it takes less than a minute to gain or lose a possible donor <br />
    11. 11. Do you have an online social media strategy? Whatis happeningwhen? Get involvedSocial MediaDonateonlineContactusUpcoming events <br />
    12. 12. Did you know?<br />Over 95% of Internet users will give a donation via the web this year<br />But…. Only 40% of nonprofit organizations offer an online donation page <br />
    13. 13. eTapestry can provide you with a simple link on your current website that will connect your donors to an online giving page<br />
    14. 14. Where the donor will complete the online giving page<br />
    15. 15. The gift is automatically processed and tracked through your database and the donor is notified and thanked for the successful transaction<br />
    16. 16. The results<br />Convenience for the donor<br />Gift is automatically deposited and put to use by the nonprofit <br />Automatically recorded in your eTapestry database <br />Donor is acknowledge and thanked immediately which makes the donor more likely to continue to give to your organization <br />Clean accurate data/results <br />
    17. 17.
    18. 18.
    19. 19.
    20. 20. Honor & Memorial Gifts, Matching, Recurring name it.<br />
    21. 21. Personal Fundraising<br />
    22. 22. Personal Fundraising <br />
    23. 23. Personal Fundraising <br />Team page and participant page views are editable <br />
    24. 24. What’s New | Personal Fundraising“I think the personal fundraising page had a huge impact on our success.” “We've received feedback that it was very donor friendly. Thanks a lot!”<br />eTapestry records the number of times a site was shared through these Share links on each social<br />networking site, as well as the number of times individuals clicked on the shared link. <br />Share to your Social Networking Sites!<br />
    25. 25. Show me the money<br />
    26. 26. What’s New | Cart Module <br />
    27. 27. Cart ModuleeTapestry DatabaseCart Webpage <br />
    28. 28. Cart Module<br />
    29. 29.
    30. 30. Donor/Member Login<br />
    31. 31. Communications<br />
    32. 32. Are your communications integrated? <br />Integration directly in/out your database<br />Online & Offline Communications<br />Customizable <br />Cut down on mailing, administrative time & costs<br />Measureable results<br />
    33. 33. Online & Offline Communication – all in one<br />
    34. 34.
    35. 35.
    36. 36.
    37. 37.
    38. 38.
    39. 39.
    40. 40. Did you know?<br />Email cultivation is more effective and cost efficient in reaching your supporters. <br />So why would you pay more (direct mail) to get less? <br />
    41. 41. Email & Ecommunication<br />Our advanced email solution provides a fully integrated email tool that includes spam checking and scheduling <br />
    42. 42. What does fully integrated mean to you?<br />At eTapestry it means giving you everything you need to be successful in your email campaigns. And what good is a campaign if you can’t measure your results? <br />Our detailed email delivery reports will provide everything you need to measure your results <br />
    43. 43. What does fully integrated mean to you?<br />
    44. 44. Add enewsletters, events, links to Social Networking Sites<br />eTapestry records the number of times a site was shared through these Share links on each social<br />networking site, as well as the number of times individuals clicked on the shared link. <br />
    45. 45. Reporting<br />
    46. 46. The importance of reporting:<br />
    47. 47. The importance of reporting:<br />Drill down capabilities <br />
    48. 48.
    49. 49. The importance of reporting<br /><ul><li> Multiple output options
    50. 50. Scheduled and delivered to yourself or anyone
    51. 51. Strategic & focused to help you build relationships and donor loyalty</li></li></ul><li>Improve donor retention <br />
    52. 52. Benchmark your results<br /><ul><li> Against your self or groups like you to measure progress, trends, areas to focus on</li></li></ul><li>Since we know how important reporting is, we will guarantee you better recordkeeping abilities to track what is important to your nonprofit like:<br />Relationships<br />Events & Event Attendance<br />Email Communication<br />Communication Preferences<br />Family/Business Tracking<br />Planned Gifts<br />Volunteer Skills, Hours <br />Split gifts<br />Education, alumni information<br />Program tracking<br />Grant Tracking<br />Donor/Prospect Interactions<br />Occupation, Interests<br />Memorials,Tributes<br />Memberships<br />Future Cultivation Strategy<br />Matching Gifts/Soft Credits<br />Pledge Schedules<br />Recurring Gifts<br />Custom Fields for your unique needs<br />
    53. 53. eTapestry Modules<br />Each module below includes pre-determined list of User Defined Fields that we will insert into your database and we’ll auto-magically also create important Queries and Reports to complement those new fields.<br />Volunteer Management, Planned Giving, Grant Tracking & Membership Packages Include:<br />Pre-consultation questionnaire filled out to identify client’s current volunteer program & process<br />Donor User Defined Fields<br />Journal User Defined Fields<br />Pre-built Queries & Reports<br />1hr walk-thru with Consultant to review the module bundle (UDFs, Queries, Reports)<br />30 minute data entry simulation<br />1-2 page documentation(left with client)<br />
    54. 54.
    55. 55.
    56. 56. Relationship Management: <br />
    57. 57. Relationship Management: <br />
    58. 58. Relationship Management: <br />
    59. 59. Relationship Management | Contacts <br />
    60. 60. Relationship Management | Outlook Integration <br />
    61. 61. Relationship Management | Outlook Integration <br />
    62. 62. Relationship Management | Outlook Integration <br />
    63. 63. Relationship Management | Outlook Integration <br />
    64. 64. Relationship Management |Total picture of your constituents<br />
    65. 65. Accessible from your handheld device<br />eTapestry Mobile<br />Included with your eTapestry service<br />Specifically formatted for mobile use<br />Fast<br />Real time information – no syncing or downloading<br />
    66. 66. Data Services<br />Donor Acquisition and Development<br />Prospect Research<br />Donor Performance and Benchmarking<br />Data Enrichment Services <br />NCOA<br />CASS Certification<br />Email, Phone, Age Append<br />
    67. 67. Support<br />Email <br />Online Help<br />Instant Messaging <br />Telephone <br />
    68. 68. Training – eTapestry will help you meet and exceed your goals<br />User training at your pace and convenience <br />Annual Training Agreement <br />Recorded Sessions/Classes<br />Crash Courses<br />Podcasts <br />
    69. 69. We take security seriously<br /><ul><li>Encrypted data
    70. 70. PCI Compliant
    71. 71. SAS 70 Compliant
    72. 72. Multiple Hosting Sites
    73. 73. Redundant equipment
    74. 74. Automatic backups
    75. 75. Automatic updates
    76. 76. Uptime Statistics</li></li></ul><li>Sophisticated end-user security settings<br />
    77. 77. With complete details on all user activity<br />
    78. 78. Conversion, Implementation and Consulting Services<br />Standard & Custom Conversions<br />Imports<br />Template<br />Custom<br />Account Management<br />Conversion, Training, Support, Consulting working in conjunction with customer<br />Account Manager and team working with you to meet your implementation goals<br />Professional Services Consulting<br />Specific Modules<br />Personal Trainer<br />“Check-ups”<br />
    79. 79. eTapestry Pricing<br /><ul><li>Based on number of records and concurrent users
    80. 80. Support, Training & Additional Modules can be purchased at any time. Price may include set-up fee and annual charges. </li></li></ul><li>What’s next? Working with eTapestry…<br />We’ll discuss your unique needs.<br />We’ll build a custom proposal.<br />We’ll provide a personalized demonstration.<br />We’ll help you with every step of implementation.<br />
    81. 81. Fundraising<br />Membership<br />Project, Grant,<br />Endowment<br />Relationships<br />Events<br />Donor Cultivation<br />Data Analytics<br />Moves Management<br />Online Transactions<br />Advocacy<br />Direct Mail <br />Web Strategy<br />Email Marketing<br />Content Management<br />TrueCRM<br />eTapestry can help you achieve<br />your fundraisings goals offering <br />you a tool for every <br />aspect of the <br />TrueCRM offering. <br />
    82. 82. Questions?<br />Mike Kierce<br /><br />317-336-3834<br />