Join us to learn more about the power of successful integrations, and how they can be leveraged strategically to build engagement, add value for your constituents, and drive ROI for your organization. What Will You Learn? • How an integrated community can help to remove barriers, keep data fresh, personalize experiences, gain insight, and empower collaboration • Comparative metrics between integrated vs. non-integrated communities • Advantages of integrating your online community with products from various software vendors including Blackbaud, Salesforce, and Personify

1. The Business Benefits of
an Integrated Community

2. 3
Agenda
• Introduction
• Understanding your AMS and Community
• Enterprise Application Integration
• Use cases of modular integration
• Making the case for integration
• A few proof points
• Check out our blog
• Questions
• Small World Community | Business Benefits of an Integrated Community

3. Understanding Your AMS
• Manage and build your cross-
network effects
- Organization to Constituent
- Constituent to Organization
• Track engagement history
• Communicate
• Generate revenue
• Knowledge Management
• Control Access
• Post Announcements
• Influence Constituent Activities

4. Understanding Your Community
• Complete the network triangle
- Cross network
- Same side network
• Knowledge transfer
• Organic content generation
• Mobilize evangelists
• Enable constituent activities

5. Your Member Ecosystem
•Your online community is the
electronic embodiment of your
physical organization
•Community should be the hub
of all your activities
•All communications and
interactions should drive traffic
back to your community
•You community should
integrate to your AMS or CRM
Your
Website
CRM
AMS
Community
In-person meetings
and conferences
Webinars
Email Campaigns and
Communications
Blogs and
other feeds
Social Media
Channels

6. Enterprise Application Integration
Common systems and data streams
• Supply chain management (SCM)
• Customer relationship management
(CRM)
• Business intelligence and analytics
• Human resources data
• Internal and marketing communications
• Enterprise resource planning (ERP)
• E-commerce optimization
Key Benefits
• Information sharing
- more effective collaboration between
individuals and teams
• Process automation
- invest resources where they’re most
effective
• Reduced IT complexity
- merge information and functionality of
several applications into a single UX
• Increased Agility
- Recognize and respond to opportunities
more quickly
how we bridge gaps between different software programs
Source: Single Mind Consulting, 2013,

7. 8
Integrate Your Ecosystem
Your
Website
P360
Community
In-person meetings and
conferences
Webinars
Email Campaigns and
Communications
Blogs and other
feeds
Social Media
Channels

8. 9
Modular Integration: User Authentication
• SSO from a central authentication
gateway
- CRM/AMS
- 3rd party apps, e.g. Gigya, ATS,
BBauth, etc…
• Centralize user credentials
- one login to rule them all
• Manage active sessions
• Control member access
• Enhance user experience
Leverage a Single
Signon (SSO)
integration to
streamline your user
authentication
process. Manage
active membership
from your CRM/AMS
and give your
members one less
password to
remember

9. 10
Modular Integration: Profile Sync
• Map profile data from your system
of record
• Provision accounts at the click of a
button
• Keep your constituent data up to
date
• Drive segmentation and user
experience through access controls
and workflow automation
One profile for all of
your constituents.
Get to know your
constituents and
sync their profile
data symmetrically in
near-real time

10. 11
Modular Integration: User Tier Sync
• Ontologically flexible mapping
- IMS Role to Segment (P360)
- Group to Segment (Luminate)
- Tier to Membership (SalesForce)
• Seamless segmentation on login
• Manage changing segments over
time with automation
• Report on community activity at the
segment level
Slice and dice your
member population
into demographics,
personas, interest
populations and
more; sync those
unique user tiers into
segments and control
the user experience
at scale

11. 12
Modular Integration: Group Sync
• Flexible Mapping
- Committee to Group
- Group to Group
- Team to Group
• Manage group membership,
resources, conversations, events,
and media
• Keep group membership current
with group removal syncing
Create specialized
compartments of
information and
interaction for your
special groups,
committees,
chapters, teams, and
more; manage those
compartments from
your CRM/AMS

12. 13
Other Integration Points
• Activity Sync (SSO, API v4)
• API endpoints
- Users
- Tiers
- Groups
- Forums
- Resources
- Search
- Blogs
- Events
- Media
Choose an ‘out of the
box’ integrated
experience or
leverage our APIs to
create a central user
experience for your
ecosystem of
business apps

13. The Empirical Case for Integration
3.1
More than 3 x the
number of active
members in integrated
communities
61%The difference in total
engagement between an
integrated and non-
integrated community
Integrated
communities are
nearly twice the size 59%
reduction in
central content
generation
1.84
Integrated communities
are bigger, more active,
and more engaging

14. 15
Proof in Practice
• Relay Nation members set
fundraising goals that are 163%
higher
- they hit or exceed their goals 72%
more often
• Community members raise 352%
more money per person than non-
members
Relay Nation ties
together Small World
Community, Luminate
Online, and Team
Raiser to support
their Peer to Peer
fundraising mission

15. 16
Recent Blog Posts
Personify’s Small World Community Empowers Nurses’
Journey to Improved Health
https://personifycorp.com/resources/blog

16. 17
Recent Blog Posts
3 Ways Online Community Enhances Learning
https://personifycorp.com/resources/blog

17. 18
Schedule a Live Demo
Jeremy Demers
Director of Marketing
jdemers@personifycorp.com
512-982-4522