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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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

exchanged, applied to, or combined with any other offer.

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