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SO BRIGHT YOU'LL NEED SHADES: 
YOUR FUTURE ONLINE SOLUTIONS
2 
2 #bbcon
3 
3 #bbcon
AGENDA 
• Peer-To-Peer 
• Online Marketing & Fundraising 
• Point Solutions 
• Q&A 
4 #bbcon
WHO WENT TO THE 
“SPHERE OVERVIEW” 
SESSION AT 8:30? 
5 #bbcon
Luminate Suite 
6 #bbcon 
$ 
$ 
$ 
CRM Online Marketing Advocacy TeamRaiser 
Luminate Analytics Advanced Reports
SIMILARITIES TO FAF 
• TeamRaiser sits on a platform called Luminate Online. 
• Similar to the Sphere platform that supports FAF, all of the 
information that is captured by TeamRaiser for registrations, 
donations, team memberships, emails, etc is written to the 
Luminate Online database. 
• This database enables 
personalization of recruitment, 
coaching and retention emails, 
among other things 
• Luminate Online integrates 
with Luminate CRM and The 
Raiser’s Edge for advanced 
constituent management
FAF PRODUCT UPDATE PROCESS 
FAF and TeamRaiser are both 100% 
cloud-based. We use Agile methodology, 
and do extensive, iterative testing 
throughout the release cycle. 
With FAF, new feature releases often 
“break” custom design code. 
With TeamRaiser, releases have no 
impact on custom-developed sites using 
previous versions. 
- New features can be incorporated AFTER the 
fundraising / as clients plan for future events. 
- Custom-developed sites typically use the API, 
and no changes are made to the API in a 
release which are subtractive, or change the 
nomenclature or data structure.
TEAMRAISER: BETTER FOR MOBILE 
• 50% of the US public view email and websites on a smartphone or tablet 
• FAF has limited mobile capabilities 
• TR offers fully responsive design so that the whole site automatically 
displays correctly on a computer, tablet, or smart phone.
TEAMRAISER: BETTER FOR MOBILE 
• In TR, we’re striving to make 
100% of the site responsive. 
The home page, Participant 
Center, and registration and 
donation forms automatically 
adjust to the device viewing 
the page. 
• With FAF, donors see a 
separate donation page or 
registration form when using 
a mobile device. The mobile 
forms have a reduced set of 
fields and features.
GAMIFICATION 
• Badges require extensive customization with FAF 
• TeamRaiser has built in features for milestone badges 
that can be awarded for actions like personalizing page, 
making a self donation, and reaching a donation threshold.
PARTICIPANT CENTER 
• FAF participant center landing 
page is static, dated 
• TR offers a flexible, guided 
fundraiser experience 
• What to do next? Dynamic 
messages guide participants 
to fundraising success. 
• “Thank These Donors” 
• Newsfeed messages with 
coaching and event updates 
• Set display options for 
Personal Page – set to 
Private and participate 
anonymously 
• Personal page, gift history & 
address book retained year to 
year 
• Event ADMINS can easily 
update personal page
PARTICIPANT CENTER 
13 #bbcon 
WYSIWYG Editor 
for 
Participant Center
TR: REGISTRATION ADVANTAGES 
• Captains and participants can reclaim prior 
year team 
• Cross-event team functionality – same team 
can participate in multiple events 
• Registration workflow in TR varies by 
Participation Type. 
- Runners & Walkers can have different options 
- Virtual participants do not need to sign waiver. 
• Self-donation 
focus much 
stronger w/TR:
RETURNING USER AND “SOCIAL SIGN ON” 
• In FAF, registrants easily overlook the “returning user login” link 
and use of Social Sign-on tools often leads to the creation of 
duplicate contact records, placing a burden on the nonprofit to 
dedupe and help participants “link up last year’s donation history”. 
• TeamRaiser provides a superior “returning user” registration flow, 
better distinguishing “new” versus returning users.
MATURE EVENT EMAIL COMMUNICATIONS 
• Automated follow-up emails at pre-set intervals following registration 
• Target and personalize emails according to achievements attained 
• For participants, fully branded email templates in the Participant 
Center 
• For your staff, “Coaching Email Express”
TEAMRAISER GO! 
• Combines “best practices” 
template with “success 
factors” services. 
• Get training, email 
campaign building, 
coaching … all the things 
your team needs to 
succeed in P2P with 
TeamRaiser 
• Strong community support 
+ free monthly webinars 
and campaign kits
Luminate Suite 
18 #bbcon 
$ 
$ 
$ 
CRM Online Marketing Advocacy TeamRaiser 
Luminate Analytics Advanced Reports
LUMINATE ONLINE 
Luminate “culture” begins with this concept: 
Your overall online fundraising revenue growth 
directly correlates to your usable housefile. 
Source: Blackbaud’s 2013 O1n9line Benchmark Report 
19 #bbcon
EMAIL CALENDAR: SUPERIOR SCHEDULING 
20 Blackbaud 
Confidential
EMAIL: TESTING CAPABILITIES 
21 #bbcon 
EMAIL TESTING
STRAIGHTFORWARD CONDITIONAL CONTENT 
A million subscribers 
and we can send 
750K different 
versions of the 
same newsletter 
22 #bbcon
RESPONSIVE EMAIL 
Desktop Tablet Smartphone
DONATION FORMS: LO ADVANTAGES 
• Configure Dynamic Ask Levels for every person based on 
what you know about their giving history 
• Dynamic / responsive layouts 
• Superior ability to control design (without JavaScript skills): 
- Add sections, re-order and remove sections 
- Use WYSIWYG editor to style donations form 
• Create & manage page wrappers to support custom looks for 
donation forms without CMS 
• Report Writer – send out daily report to 15 people. Get all the 
fields you need on one report (w/ Sphere there are always a 
couple of fields you can’t get on the report) 
24 #bbcon
EXTENSIVELY CUSTOMIZABLE FORMS 
25 #bbcon
UPDATE FORMS WITH WYSIWYG EDITOR 
26 #bbcon
LUMINATE COMMUNITY 
• Show screen shot of kits 
27 #bbcon
KITS 
28 #bbcon
BLACKBAUD MERCHANT SERVICES 
• Sphere and FAF use an older payment processing 
service called Blackbaud Payment Services 
• LO and TR integrate with the newer offering, Blackbaud 
Merchant Services (BBMS) 
- Credit Card Updater service for recurring gifts 
- Premium Fraud Management service 
- Weekly disbursement of funds 
- Direct access to transactions in your BBMS account 
- Manage your own chargebacks 
- Use Blackbaud Mobile Pay to take donations on 
smartphones and tablets, sell onsite registrations and check 
in event guests with RE Event app 
29 #bbcon
INTEGRATION WITH THE RAISER’S EDGE 
• “Third generation” builds 
on long experience 
integrating RE with online 
applications. 
• More frequent intervals – 
polls for updates every 5 
minutes 
• Set up rules for auto-processing 
of gifts 
• RE queries pushed close 
to real time to LO for 
emailings 
• Discuss exact technical 
specifications with your 
account manager
LUMINATE ONLINE GO! PROGRAM 
The GO! program adds a year of expert strategy, consulting and 
training for a structured path to success with Luminate Online. 
31 
Luminate Online Go! Program 
EMAIL MARKETING AUTOMATION 
SMART DONATION FORMS 
ENGAGEMENT FACTORS (SCORING) 
CALENDAR EVENTS 
eCOMMERCE 
CONSTITUENT 360 
GROUP CONSULTING WEBINARS 
BEST PRACTICES FOR RESULTS 
TOOLS TRAINING + RESOURCE CTR 
PRODUCTION SERVICES 
COMMUNITY SUPPORT 
ANALYTICS & BENCHMARKS
ONLINE EXPRESS 
Online 
Donations 
Blackbaud Confidential 32 
32 #bbcon 
Event 
Registrations 
Membership 
Management
33 #bbcon 
Raiser’s Edge or 
standalone 
management console 
Your Website 
A 21st Century Solution
 Simple Online Fundraising 
• Design and embed forms 
• Single / recurring gifts 
• Corporate / anonymous gifts 
• Honor / memorial gifts 
• Self service support 
• “Thank You” email editor 
 Smart Email Marketing 
• Email templates 
• “Drag and drop” editing 
• Dynamic list management 
• Email performance dashboard 
• Collect email addresses 
• Users can re-subscribe after 
they opt-out of emails 
 Integrated Event Registrations 
• Paid and free event registrations 
• Anonymous registrations 
• Participant attributes 
• Additional donations 
 Modern Membership 
• Purchase memberships 
• Gift of membership 
• Additional donations 
• Single step form 
• “Magic Links” to a membership 
type from an email or web page 
A 21ST CENTURY SOLUTION 
 Desktop and mobile friendly 
 Deep integration to The Raiser’s Edge
ADVANTAGES OVER EMARKETING BASIC 
 Intuitive DIY interface – no services or training needed 
 Quickly install and provision Online Express 
 Design responsive emails using an intuitive drag-and-drop tool 
• You’ll never even see any HTML or CSS code 
• Pre-designed templates are included 
 Uses Blackbaud Merchant Services (BBMS) 
 Add mobile-friendly donation forms directly on your website 
• No awkward standalone pages or CMS features 
 Donors never leave your website 
 Download transactions and process them directly into The 
Raiser’s Edge 
• No import/export to integrate data with The Raiser’s Edge 
35 #bbcon
EMAIL DASHBOARD 
36 #bbcon
EMAIL CREATION WITHOUT CODE 
37 #bbcon
GREAT LOOKING EMAILS 
38 #bbcon
EASY EMAIL STATS 
39 #bbcon
SIMPLE DONATION FORM SETUP 
40 #bbcon
DONATION DASHBOARD 
41 #bbcon
INTUITIVE EXPERIENCE 
42 #bbcon
QUESTIONS? 
43 #bbcon
THANK YOU!

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So Bright You'll Need Shades: Your Future Online Solutions

  • 1. SO BRIGHT YOU'LL NEED SHADES: YOUR FUTURE ONLINE SOLUTIONS
  • 4. AGENDA • Peer-To-Peer • Online Marketing & Fundraising • Point Solutions • Q&A 4 #bbcon
  • 5. WHO WENT TO THE “SPHERE OVERVIEW” SESSION AT 8:30? 5 #bbcon
  • 6. Luminate Suite 6 #bbcon $ $ $ CRM Online Marketing Advocacy TeamRaiser Luminate Analytics Advanced Reports
  • 7. SIMILARITIES TO FAF • TeamRaiser sits on a platform called Luminate Online. • Similar to the Sphere platform that supports FAF, all of the information that is captured by TeamRaiser for registrations, donations, team memberships, emails, etc is written to the Luminate Online database. • This database enables personalization of recruitment, coaching and retention emails, among other things • Luminate Online integrates with Luminate CRM and The Raiser’s Edge for advanced constituent management
  • 8. FAF PRODUCT UPDATE PROCESS FAF and TeamRaiser are both 100% cloud-based. We use Agile methodology, and do extensive, iterative testing throughout the release cycle. With FAF, new feature releases often “break” custom design code. With TeamRaiser, releases have no impact on custom-developed sites using previous versions. - New features can be incorporated AFTER the fundraising / as clients plan for future events. - Custom-developed sites typically use the API, and no changes are made to the API in a release which are subtractive, or change the nomenclature or data structure.
  • 9. TEAMRAISER: BETTER FOR MOBILE • 50% of the US public view email and websites on a smartphone or tablet • FAF has limited mobile capabilities • TR offers fully responsive design so that the whole site automatically displays correctly on a computer, tablet, or smart phone.
  • 10. TEAMRAISER: BETTER FOR MOBILE • In TR, we’re striving to make 100% of the site responsive. The home page, Participant Center, and registration and donation forms automatically adjust to the device viewing the page. • With FAF, donors see a separate donation page or registration form when using a mobile device. The mobile forms have a reduced set of fields and features.
  • 11. GAMIFICATION • Badges require extensive customization with FAF • TeamRaiser has built in features for milestone badges that can be awarded for actions like personalizing page, making a self donation, and reaching a donation threshold.
  • 12. PARTICIPANT CENTER • FAF participant center landing page is static, dated • TR offers a flexible, guided fundraiser experience • What to do next? Dynamic messages guide participants to fundraising success. • “Thank These Donors” • Newsfeed messages with coaching and event updates • Set display options for Personal Page – set to Private and participate anonymously • Personal page, gift history & address book retained year to year • Event ADMINS can easily update personal page
  • 13. PARTICIPANT CENTER 13 #bbcon WYSIWYG Editor for Participant Center
  • 14. TR: REGISTRATION ADVANTAGES • Captains and participants can reclaim prior year team • Cross-event team functionality – same team can participate in multiple events • Registration workflow in TR varies by Participation Type. - Runners & Walkers can have different options - Virtual participants do not need to sign waiver. • Self-donation focus much stronger w/TR:
  • 15. RETURNING USER AND “SOCIAL SIGN ON” • In FAF, registrants easily overlook the “returning user login” link and use of Social Sign-on tools often leads to the creation of duplicate contact records, placing a burden on the nonprofit to dedupe and help participants “link up last year’s donation history”. • TeamRaiser provides a superior “returning user” registration flow, better distinguishing “new” versus returning users.
  • 16. MATURE EVENT EMAIL COMMUNICATIONS • Automated follow-up emails at pre-set intervals following registration • Target and personalize emails according to achievements attained • For participants, fully branded email templates in the Participant Center • For your staff, “Coaching Email Express”
  • 17. TEAMRAISER GO! • Combines “best practices” template with “success factors” services. • Get training, email campaign building, coaching … all the things your team needs to succeed in P2P with TeamRaiser • Strong community support + free monthly webinars and campaign kits
  • 18. Luminate Suite 18 #bbcon $ $ $ CRM Online Marketing Advocacy TeamRaiser Luminate Analytics Advanced Reports
  • 19. LUMINATE ONLINE Luminate “culture” begins with this concept: Your overall online fundraising revenue growth directly correlates to your usable housefile. Source: Blackbaud’s 2013 O1n9line Benchmark Report 19 #bbcon
  • 20. EMAIL CALENDAR: SUPERIOR SCHEDULING 20 Blackbaud Confidential
  • 21. EMAIL: TESTING CAPABILITIES 21 #bbcon EMAIL TESTING
  • 22. STRAIGHTFORWARD CONDITIONAL CONTENT A million subscribers and we can send 750K different versions of the same newsletter 22 #bbcon
  • 23. RESPONSIVE EMAIL Desktop Tablet Smartphone
  • 24. DONATION FORMS: LO ADVANTAGES • Configure Dynamic Ask Levels for every person based on what you know about their giving history • Dynamic / responsive layouts • Superior ability to control design (without JavaScript skills): - Add sections, re-order and remove sections - Use WYSIWYG editor to style donations form • Create & manage page wrappers to support custom looks for donation forms without CMS • Report Writer – send out daily report to 15 people. Get all the fields you need on one report (w/ Sphere there are always a couple of fields you can’t get on the report) 24 #bbcon
  • 26. UPDATE FORMS WITH WYSIWYG EDITOR 26 #bbcon
  • 27. LUMINATE COMMUNITY • Show screen shot of kits 27 #bbcon
  • 29. BLACKBAUD MERCHANT SERVICES • Sphere and FAF use an older payment processing service called Blackbaud Payment Services • LO and TR integrate with the newer offering, Blackbaud Merchant Services (BBMS) - Credit Card Updater service for recurring gifts - Premium Fraud Management service - Weekly disbursement of funds - Direct access to transactions in your BBMS account - Manage your own chargebacks - Use Blackbaud Mobile Pay to take donations on smartphones and tablets, sell onsite registrations and check in event guests with RE Event app 29 #bbcon
  • 30. INTEGRATION WITH THE RAISER’S EDGE • “Third generation” builds on long experience integrating RE with online applications. • More frequent intervals – polls for updates every 5 minutes • Set up rules for auto-processing of gifts • RE queries pushed close to real time to LO for emailings • Discuss exact technical specifications with your account manager
  • 31. LUMINATE ONLINE GO! PROGRAM The GO! program adds a year of expert strategy, consulting and training for a structured path to success with Luminate Online. 31 Luminate Online Go! Program EMAIL MARKETING AUTOMATION SMART DONATION FORMS ENGAGEMENT FACTORS (SCORING) CALENDAR EVENTS eCOMMERCE CONSTITUENT 360 GROUP CONSULTING WEBINARS BEST PRACTICES FOR RESULTS TOOLS TRAINING + RESOURCE CTR PRODUCTION SERVICES COMMUNITY SUPPORT ANALYTICS & BENCHMARKS
  • 32. ONLINE EXPRESS Online Donations Blackbaud Confidential 32 32 #bbcon Event Registrations Membership Management
  • 33. 33 #bbcon Raiser’s Edge or standalone management console Your Website A 21st Century Solution
  • 34.  Simple Online Fundraising • Design and embed forms • Single / recurring gifts • Corporate / anonymous gifts • Honor / memorial gifts • Self service support • “Thank You” email editor  Smart Email Marketing • Email templates • “Drag and drop” editing • Dynamic list management • Email performance dashboard • Collect email addresses • Users can re-subscribe after they opt-out of emails  Integrated Event Registrations • Paid and free event registrations • Anonymous registrations • Participant attributes • Additional donations  Modern Membership • Purchase memberships • Gift of membership • Additional donations • Single step form • “Magic Links” to a membership type from an email or web page A 21ST CENTURY SOLUTION  Desktop and mobile friendly  Deep integration to The Raiser’s Edge
  • 35. ADVANTAGES OVER EMARKETING BASIC  Intuitive DIY interface – no services or training needed  Quickly install and provision Online Express  Design responsive emails using an intuitive drag-and-drop tool • You’ll never even see any HTML or CSS code • Pre-designed templates are included  Uses Blackbaud Merchant Services (BBMS)  Add mobile-friendly donation forms directly on your website • No awkward standalone pages or CMS features  Donors never leave your website  Download transactions and process them directly into The Raiser’s Edge • No import/export to integrate data with The Raiser’s Edge 35 #bbcon
  • 37. EMAIL CREATION WITHOUT CODE 37 #bbcon
  • 38. GREAT LOOKING EMAILS 38 #bbcon
  • 39. EASY EMAIL STATS 39 #bbcon
  • 40. SIMPLE DONATION FORM SETUP 40 #bbcon

Editor's Notes

  1. TITLE SLIDE.
  2. What to do next - DYNAMIC
  3. Question – can returning user bypass this system and just use a social login? Can returning participants reclaim their personal page content? Need some definition around the advantages of these features.
  4. FAF has Event Email Templates
  5. One of the advantages of FAF has always been quick setup – you can stand up an event in 10 minutes to 2 hours and be fundraising.
  6. Sphere doesn’t have a culture that’s quite as passionate about helping you succeed.
  7. Campaign calendaring / Superior insight into overall email efforts
  8. Test personalization as an administrator EMAIL ON ACID: Test email on different email clients and platforms
  9. Style sheets can be made responsive / mobile-friendly
  10. Process massive volume of donations -
  11. From Preview mode, click edit button … no need to upload a separate HTML wrapper created by a designer or insert HTML code into form checklist (as in Sphere)
  12. Using the kit, it might take ½ hour to create a Facebook donation page for the Environment Defense Fund that pushes donations and email subscribers into Luminate Online
  13. KH