DC Convio Luminate Online Users Group presentation on Hidden Gems

1. DC Users Group Meeting
Hidden Gems
July 10, 2012
Sara Hoffman
Jackie Mathis
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2. What is Segmentation?
• Process of identifying audience of your
communication
• Usually divided into three categories:
- Demographics
- Transactions
- Engagement
Go Cowboys! „DA BEARS!
YEEHAW!
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3. Why Should We Segment?
• Increase Relevance
• Provide additional value
• Engage Constituents
• Avoid Communication Saturation
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4. Donor Stewardship is Vital
Source: Amergent
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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.
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6. Creating a Dynamic Ask/WYSIWYG
This is what this
constituent will see
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7. Creating a Dynamic Ask/Donation Form
This donor’s
largest gift was
$120, on which
each ask is
based
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8. RFM Segmentation
• Recency
• Frequency
• Monetary Value (Amount)
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9. Email Response Rate Segmentation
• Number of Emails Opened
• Clicks
• Forwards
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10. Web Site Engagement Segmentation
• Donated
• Action Alerts
• Purchased Ticket
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11. Using the Results
These constituents
have donated more
than once in the last 45
days but have a
Frequency PCTL less
than 50
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12. Putting it to Work
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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
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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]]
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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 ???
]]
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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
::
]]
]]
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17. Links
A version
Splash page
Donation form
B version
Donation form
Landing Page
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18. Time to Debug
with URL parameters
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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
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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
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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
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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)
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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 Center's security category AffiliateSecCatId but need to
ID) in the user's 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.
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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
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25. CMS
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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 Conservancy's
interactive map of Central Park
• CCFA‟s Chapters map and list
Link to CCFA‟s source
Link to CCFA‟s JS
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27. OMG Resources!!
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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
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29. My Favorite Salesforce AppExchange Apps
• Campaign Calendar
• Conga Composer
• Timba Surveys
• GeoPointe
• Gmail Integration for Salesforce
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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
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31. Javascript
• Auto Complete JS
• Auto Suggest JS
• Case-senstative auto suggest JS
• Javascript Recommended Reading
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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]]]]
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33. Questions and examples mentioned
*AT* the Users Group meeting
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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
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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.
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36. **NERD ALERT**
Caution
There be <script> beyond this slide
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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:
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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>
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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…
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40. Payment Row we can address via CSS and the
row’s ID
#payment_typecc_type_Row {display:none;}
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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';
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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.
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