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JOE MORAN Communications & Technology Director, True Colors Fund @JoeSaidSo #501TechNYC AUTOMATE YOUR WAY TO SUCCESS (WITHOUT BEING A BOT)

Automate your way to success

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Slides presented by Joe Moran, Communications and Technology Director at Cyndi Lauper's True Colors Fund, at the January 2014 meetup of 501TechNYC. As nonprofit communicators, techies, and fundraisers, we're often expected to do a lot with very little — but that doesn't mean our digital relationships have to suffer. Join us to learn how free automation tools, such as IFTTT (If This Then That), can be used to reduce monotony, boost engagement with supporters, and strengthen the brand of your organization.

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Page 1: Automate your way to success

JOE MORANCommunications & Technology Director,True Colors Fund

@JoeSaidSo

#501TechNYC

AUTOMATE YOUR WAY TO SUCCESS (WITHOUT BEING A BOT)

Page 2: Automate your way to success

INTRODUCTION

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WHAT IS AUTOMATION?

Definition: 1. the technique of making an apparatus, a process, or a system operate automatically.

Page 4: Automate your way to success

REASONS NOT TO AUTOMATE

“It’s inauthentic.”

“It’s spammy.”

“Bots are stupid.”

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EXAMPLES OF AUTOMATION FAILS

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EXAMPLES OF AUTOMATION FAILS

(I know her.)

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EXAMPLES OF AUTOMATION FAILS

“Best Pizza Ever! Pan Pizza :)Keep up the good work guys!”

“So sorry about that!...”

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IT DOESN’T HAVE TO BE THIS WAY

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BENEFITS OF AUTOMATION

● Reduce Monotony ● Maintain Consistency● Extend Reach

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THE ULTIMATE GOAL

Have the bandwidth to build meaningful relationships

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WHAT IS IFTTT?

www.IFTTT.com

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BUILDING BLOCKS: CHANNELS

www.IFTTT.com

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THE TRIGGER (“THIS”)

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THE TRIGGER (“THIS”)

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THE TRIGGER (“THIS”)

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THE TRIGGER (“THIS”)

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THE TRIGGER (“THIS”)

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IF “THIS” THEN...

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THE ACTION (“THAT”)

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THE ACTION (“THAT”)

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THE ACTION (“THAT”)

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“INGREDIENTS”

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THE ACTION (“THAT”)

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REVIEW

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3 THINGS TO CONSIDER:

1. Frequency 2. Flexibility3. Feasibility

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THE KEY: GET SPECIFIC

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CONSISTENT MESSAGING

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CONSISTENT MESSAGING

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WORK AROUND SERVICE LIMITATIONS

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WORK AROUND SERVICE LIMITATIONS

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WORK AROUND SERVICE LIMITATIONS

BEFORE AFTER

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KEEP THINGS IN SYNC

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MAINTAIN CONSISTENT BRANDING

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ARCHIVE CONTENT

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ARCHIVE CONTENT

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ARCHIVE CONTENT

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IMPROVE INTERNAL COMMUNICATIONS

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IMPROVE INTERNAL COMMUNICATIONS

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AUTOMATE PHYSICAL WORLD

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AUTOMATE PHYSICAL WORLD

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AUTOMATE PHYSICAL WORLD

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BROWSE FOR INSPIRATION

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IFTTT’S LIMITATIONS

● Triggers don’t happen in real-time● Some channels are missing● Some have more features than others● One account per channel● Channels sometimes break

(or disappear)

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BUT...

It’s free!

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LET’S KICK IT UP A NOTCH

www.zapier.com

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CREATE A ‘ZAP’

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PREMIUM APPS

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TWITTER IS MORE USEFUL

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ADVANCED FILTERING

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ZAPIER’S PRIMARY LIMITATION

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DON’T BE ANOTHER BLURRY FACE

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HOW NOT TO BE A BOT

● Use to supplement, not as a replacement● Enable notifications● Log in and interact with people● Don’t set it and forget it;

set it and check in on it.

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SET UP TEST ACCOUNTS

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THANK YOU.JOE MORAN

@JoeSaidSo

#501TechNYC

Page 55: Automate your way to success

JOE MORANCommunications & Technology Director,True Colors Fund

@JoeSaidSo

#501TechNYC

AUTOMATE YOUR WAY TO SUCCESS (WITHOUT BEING A BOT)