Blackbaud Online Express Webinar Slides

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Slide deck from Blackbaud Online Express product overview webinar

Software

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.

01
02
03
04
ONLINE EXPRESS
OVERVIEW
GETTING STARTED
PRODUCT TOUR
 SIMPLE ONLINE FUNDRAISING
 SMART EMAIL MARKETING
 INTEGRATED EVENT
REGISTRATIONS
 MODERN MEMBERSHIPS
PRICING
QUESTIONS AND
ANSWERS
05

01 OVERVIEW
© 2014 Blackbaud
Online
Donations
Event
Registrati
ons
Membersh
ip
Manageme
nt
Email
Marketing

01 OVERVIEW
 Simple Online Fundraising
• Design and Embed Forms
• Single / Recurring Gifts
• Corporate / Anonymous Gifts
• Honor / Memorial Gifts
• Self Service Support
• Desktop/Mobile Friendly
• The Raiser’s Edge Integration
© 2014 Blackbaud
 Smart Email Marketing
• Email Templates
• “Drag and Drop” Editing
• Dynamic List Management
• Desktop/Mobile Friendly
• Collect email addresses
• The Raiser’s Edge
Integration
 Integrated Event Registrations
• Paid and free event
registrations
• Anonymous registrations
• Participant attributes
• Additional donations
• Desktop/Mobile Friendly
• The Raiser’s Edge Integration
 Modern Membership
• Purchase Memberships
• Gift of Membership
• Additional Donations
• Single Step Form
• Desktop/Mobile Friendly
• The Raiser’s Edge Integration

01 OVERVIEW
The Raiser’s Edge Customer’s Website
© 2014 Blackbaud
Blackbaud Online Express

01 OVERVIEW
 Quickly install and provision Online Express
- There is no additional hardware or software needed
 Leverage an easy to use interface and video tutorials
- There are no services or training needed to use Online Express
 Build and place donation forms on your own website
- There are no pages or CMS features in Online Express
 Design emails using an intuitive drag-and-drop tool
- There is no access to HTML or CSS code in Online Express
 Accept online donations through Blackbaud Merchant Services
- Supporters don’t have to leave your site to donate
 Download transactions and process them directly into The Raiser’s
Edge
- There is no import/export or use of text files to integrate data
© 2014 Blackbaud

02 GETTING STARTED
Raiser’s Edge On Premise
 Go to
www.blackbaud.com/onlineexpress
 Click
 Then Click
Raiser’s Edge Hosted
 Blackbaud creates a support case
 SDO turns on Online Express
 Customer can see Online Express
© 2014 Blackbaud

02 PROVISIONING ACCOUNT
© 2014 Blackbaud

02 INSTALLATION COMPLETE
© 2014 Blackbaud

03 CREATE A DONATION FORM
© 2014 Blackbaud

03 CREATE AN IMPACTFUL EMAIL
© 2014 Blackbaud

03 CREATE AN EMAIL SIGNUP FORM
© 2014 Blackbaud

03 CREATE AN EVENT REGISTRATION FORM
© 2014 Blackbaud

03 CREATE A MEMBERSHIP FORM
© 2014 Blackbaud

04 PRICING
 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.
© 2014 Blackbaud
Tier 1 Tier 2 Tier 3
Usable Email
Addresses
0 – 2,500 2,501 – 5,000 5,001 – 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.

05 OVERVIEW
www.blackbaud.com/onlineexp
© 2014 Blackbaud
ress

The document describes Blackbaud Online Express, a fundraising and donor management platform. It provides simple online fundraising through donation forms, smart email marketing through drag-and-drop templates, integrated event registration, and modern memberships. The platform can be quickly installed and requires no additional hardware, software, or training. Forms and emails are easily created through an intuitive interface.

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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  SIMPLE ONLINE FUNDRAISING  SMART EMAIL MARKETING  INTEGRATED EVENT REGISTRATIONS  MODERN MEMBERSHIPS PRICING QUESTIONS AND ANSWERS 05

3. OVERVIEW

5. 01 OVERVIEW  Simple Online Fundraising • Design and Embed Forms • Single / Recurring Gifts • Corporate / Anonymous Gifts • Honor / Memorial Gifts • Self Service Support • Desktop/Mobile Friendly • The Raiser’s Edge Integration © 2014 Blackbaud  Smart Email Marketing • Email Templates • “Drag and Drop” Editing • Dynamic List Management • Desktop/Mobile Friendly • Collect email addresses • The Raiser’s Edge Integration  Integrated Event Registrations • Paid and free event registrations • Anonymous registrations • Participant attributes • Additional donations • Desktop/Mobile Friendly • The Raiser’s Edge Integration  Modern Membership • Purchase Memberships • Gift of Membership • Additional Donations • Single Step Form • Desktop/Mobile Friendly • The Raiser’s Edge Integration

7. 01 OVERVIEW  Quickly install and provision Online Express - There is no additional hardware or software needed  Leverage an easy to use interface and video tutorials - There are no services or training needed to use Online Express  Build and place donation forms on your own website - There are no pages or CMS features in Online Express  Design emails using an intuitive drag-and-drop tool - There is no access to HTML or CSS code in Online Express  Accept online donations through Blackbaud Merchant Services - Supporters don’t have to leave your site to donate  Download transactions and process them directly into The Raiser’s Edge - There is no import/export or use of text files to integrate data © 2014 Blackbaud

8. GETTING STARTED

9. 02 GETTING STARTED Raiser’s Edge On Premise  Go to www.blackbaud.com/onlineexpress  Click  Then Click Raiser’s Edge Hosted  Blackbaud creates a support case  SDO turns on Online Express  Customer can see Online Express © 2014 Blackbaud

12. PRODUCT TOUR

51. PRICING

52. 04 PRICING  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. © 2014 Blackbaud Tier 1 Tier 2 Tier 3 Usable Email Addresses 0 – 2,500 2,501 – 5,000 5,001 – 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.

53. QUESTIONS AND ANSWERS

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. - You’ll 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 Raiser’s Edge... If Blackbaud hosts RE for you...
- When installed, access OLX from left hand toolbar If you haven’t previously set up BBPS and BBMS accounts, we’ll walk you through that You’ll choose a subscription plan and that’s it
You’ll 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 you’ve created and its recent performance Edit
- Notice Video Link - Name form Add funds from The Raiser’s Edge Choose payment options Optionally associate an appeal from RE
Lots of configurable options: - But best practice is to minimize use of options, so don’t 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 won’t spend all day every day, so can configure notification emails when donations arrive.
That’s 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-o’s) 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 Raiser’s 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 you’ve sent as the starting point
Content Tab – 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
You’ll 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 you’ve added to Online Express. - Useable email address is any email address added from RE. - We don’t 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

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