Luminate Online Best Practices for Beginners

Luminate Best Practices for Beginners PRESENTED BY CHRIS CAIN AND SAM YU

#Luminate best practices,

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About the Presenters

Chris Cain, Solutions Engineer

• Joined Blackbaud (via Convio) in 2007

• Background is in web development and

technical solution design

• Worked with dozens of clients directly on

the Luminate platform

• Native Austinite & Longhorn fan!

• Loves sports, music, movies, and geek

stuff

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About the Presenters

Sam Yu, Solutions Engineer

• Has been involved with nonprofits since 2007

• Worked as a web developer and services engineer

for Blackbaud (Convio) since 2009

• Longhorn (2005 champs!) and San Antonio Spurs

(2014 world champs!) fan

• Loves gadgets

• Licked an iPad, won a trip to Fiji

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New to Luminate Online?

Get Ready to #poweron!

Today’s Agenda

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• Learning to Control the Presentation

• Sprucing Up Your Donation Experience

• Using Proven Email Marketing Techniques

• Taking Advantage of Luminate Resources

• Questions and Answers

the Presentation

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S-tags

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• Short snippets of code

• Portal to the Luminate

Online database

• Key to displaying user,

server information

• Unique to the Luminate

Online system

• Easy to use, easy to learn

• Powerful tool

S-tags

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What we want to see:

• Current URL

S Tag Basic Syntax

Short Hand

• Format: [[S#]]

XML View (system generated)

• <convio:session title=“#” name=“#”></convio:session>

Example:

• Code: [[S8]]

• Renders: http://www.convio.com/site/PageServer?pagename=homepage

S-tags with 1 Parameter

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What we want to see:

• First Name Middle Name Last Name

S Tag Syntax with 1 parameter

Short Hand

• Format: [[S#:parameter]]

XML View (system generated)

• <convio:session title=“#”:parameter” name=“#” param=“parameter”></convio:session>

Example:

• Code: [[S1:first_name]] [[S1:middle_name]] [[S1:last_name]]

• Renders: Walter Hartwell White

• If the information isn’t there it will return blank

S-Tag with 2 or More Parameters

What we want to see:

• President of the United States

S Tag Syntax with 2 or more parameters

Short Hand

• Format: [[S#:parameter:parameter2:parameter3]]

XML View (system generated)

• <convio:session title=“#:parameter:parameter2:parameter3” name=“#" param="parameter:parameter2:parameter3”> </convio:session>

Example:

• Code: [[S93:president:text:name]]

• Renders: Barack Obama

• On January 20th, 2016 it will render: ???

S-Tags in the Wild

Date

Dear friend,

Call your state senator and tell them to vote green

at the December congressional session!

Already contacted your legislator? Please tell 5

friends about it!

S-Tags in the Wild

[[S9:cons]]

Dear [[S1:first_name]],

Call your [[S1:stateprov]] senators

[[S93:statesenator:text:phone]] and tell them to

vote green at the December congressional session!

Already contacted your legislator? Please tell 5

friends about it now! [[S5:mfc_full_page]]

Conditional Content

• Logic phrase that tell the system

how, when, and under what

circumstances to display

information

• Works in conjunction with S-Tags

• You don’t need a programming

background to use them!

Conditionals in the WYSIWIG

Conditional Anatomy

• If logged-in user is a donor (Group ID 8282),

then show member content; else, show

general content.

• If X contains Y then show A else show B

[[?

• Our “If” statement.

• Indicates the beginning of our

conditional.

Conditional Anatomy

• If logged-in user is a donor (Group ID 8282),

then show member content; else, show

general content.

• If X contains Y then show A else show B

[[?[[S45:8282]]

• “Group” S tag, referring to Group ID 8282

• This is the argument that dynamically returns a value

• What Luminate “sees” is either a TRUE or a FALSE.

Conditional Anatomy

• If logged-in user is a donor (Group ID 8282),

then show member content; else, show

general content.

• If X contains Y then show A else show B

[[?[[S45:8282]]::

• Equals or Contains.

Conditional Anatomy

• If logged-in user is a donor (Group ID 8282),

then show member content; else, show

general content.

• If X contains Y then show A else show B

[[?[[S45:8282]]::TRUE

• The value for which we are testing

Conditional Anatomy

• If logged-in user is a donor (Group ID 8282),

then show member content; else, show

general content.

• If X contains Y then show A else show B

[[?[[S45:8282]]::TRUE::

• Our “Then” statement.

Conditional Anatomy

• If logged-in user is a donor (Group ID 8282),

then show member content; else, show

general content.

• If X contains Y then show A else show B

[[?[[S45:8282]]::TRUE::Member Content

• Content that displays if the argument returns a positive

match

Conditional Anatomy

• If logged-in user is a donor (Group ID 8282),

then show member content; else, show

general content.

• If X contains Y then show A else show B

[[?[[S45:8282]]::TRUE::Member Content::

• “Else,” or “otherwise.”

Conditional Anatomy

• If logged-in user is a donor (Group ID 8282),

then show member content; else, show

general content.

• If X contains Y then show A else show B

[[?[[S45:8282]]::TRUE::Member Content::General

• Content that is displayed if we found no match

Conditional Anatomy

• If logged-in user is a donor (Group ID 8282),

then show member content; else, show

general content.

• If X contains Y then show A else show B

[[?[[S45:8282]]::TRUE::Member Content::General]]

• Content that is displayed if we found no match

Conditional Anatomy

[[?x1220x::x[[S48:0:part-type-id]]x::You are registered for participant type 1220 ::You are not registered for participant type 1220 ]]

If ThisValue contains ThatValue then ShowThis otherwise ShowThat

Conditional Examples

• In my email to our constituents, I want to address Texans with “Howdy‟ and address everyone else with “Hello”

• [[?[[S1:home_stateprov]]::TX:: Howdy, [[S1:first_name]]:: Hello, [[S1:first_name]]]]

.

Conditional Examples

• Logged in vs. Not logged in conditional

[[?xx::x[[S1:user_name]]x:: <!-- this person is not logged in --> ::

<!-- This person is logged in --> ]]

• Test for specific pagename

• If on a specific calendar event

• If on a specific donation form

• Test for specific URL variable

• Secure page check

• Check out the “S-Tag & Conditional Starter Kit” in the free kit section in the Luminate Customer Center!

• http://customer.convio.com/site/PageServer?pagename=sm_free

Reusable Content

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• Reusable Pages (using [[S51:page_name]]) are a powerful tool

within Luminate.

• Keeping content fresh and consistent, and being able to add,

update, and mass distribute content can be a challenge.

• Using Reusable Pages can help!

Reusable Content

Don’t think of Reusable Pages as only a “page”

- Reusable Pages can include anything

- CSS, JavaScript, meta data, tracking code, and of course, content

- Reusable Pages enable you to create one piece of content that can be used to

populate multiple touch points.

- Web page content

- Email

- This also helps with design…

- Reusable Pages to build Pagewrapper and stationery elements

Reusable Content

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• Building a wrapper/stationery with Reusable Pages makes

managing framework easy!

• It saves time & clicks and gives you peace of mind to know that

no one will break one thing and affect your entire site

Reusable Content

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[[s51:reus_wrapper_header]]

[[s51:reus_wrapper_footer]]

[[s51:reus_wr

apper_login]]

[[s51:reus_wr

apper_right-

col]]

Using S51 to embed Reusable Pages enables you to work on small elements instead of entire wrappers/stationery

Reusable Content

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Social Sign-in and Social Sharing

• Bullets

• Second level

• Third level

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Social Sign-in and Social Sharing

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Track with Google Analytics

http://help.convio.net/site/PageServer?pagename=Admin_Enabling_Google_Analytics

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37 #bbcon Spruce Up Your Donation Experience

Responsive Layout

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Responsive Layout

https://secure2.convio.net/dri/site/Donation2?df_id=2105&2105.donation=form1

Responsive Layout

https://my.care.org/site/Donation2?idb=1905739362&df_id=15580&15580.donation=form1&idb=0

Dynamic Gift Arrays

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Progress Meters

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Gift Service Center

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Email Marketing Techniques

Autologin

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Log them in!

Pro tip: you can also tie clicks to an interest opt-in!

Previewing & Testing

You need to test your conditional logic and ensure consistency

across email clients.

Delivery tips, including A/B testing

Right message to the right people at the right time.

Automated messaging (Welcome Series)

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Reporting

Reports Classic

http://customer.convio.com/reporting_questions_resources

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ReportWriter

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But sometimes you need more specific reports.

Engagement Segmentation

• Assigning points for interactions

Engagement Segmentation

• Email response segmentation

Engagement Segmentation

• TeamRaiser participation

Engagement Segmentation

• Automatically build a group of duplicate email addresses

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Useful Resources

Luminate Customer Center

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Luminate LearnCenter

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The Luminate LearnCenter is packed with interactive

on-demand training as well as a calendar full of live

instructor-led training covering a wealth of topics.

• Learn at your own pace

• Short training sessions

• Brush-up on release enhancements

• Refresh core competencies

• Accelerate your career through Learning Paths

• Become an Authorized Luminate

Administrator!

2013 Most Popular… 1. CLO 101: C360 - Contacts,

Interests & Groups

2. Luminate Online - Email I

3. CLO 120: Donation I

4. CLO 110: WYSIWYG

5. LCRM 101: CRM Basics

We Recommend… “Introduction and Overview of

Constituent360”

https://convio.adobeconnect.com/

_a836067539/c360_intro/

Luminate Community

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Helpful Links

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http://customer.convio.net/helpful_links

Free Do-it-Yourself Kits

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http://convio.com/free_kits

Get to Know Your CSMs

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Question and Answer

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#ihavethepower

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Don’t forget to complete

a session survey!

Each completed survey enters you into a drawing to win a

complimentary registration to bbcon 2015 in Austin, Texas*.

*Blackbaud reserves the right to change or withdraw this promotion at any time, without advance notice. Promotion has no cash value and may not be

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