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Harnessing Blackbaud NetCommunity™ to Engage Your Alumni, Donors and the Community: A Case Study

PRESENTED BY MICHAEL FENTON

ADVANCEMENT SERVICES MANAGER, UOW

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TWEET ABOUT YOUR SESSION

@m_fenton

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• Using NetCommunity for Email Distribution

• Using NetCommunity for Alumni Business

Directory

• Using Janrain for Social Sign-On into

NetCommunity

FIRSTLY, OUR OBJECTIVES

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• Using NetCommunity for Surveys

• Using Staff Notifications in NetCommunity

• Using NetCommunity for Service

Provisioning

AND SOME MORE OBJECTIVES..

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USING NETCOMMUNITY FOR EMAIL

DISTRIBUTION

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• Through our Alumni Opinion Survey it was identified that our

graduates wanted to hear news related to them, not everything that

was happening in the University

• We looked to redesign the Quarterly eNews to meet this, and we

found that Conditional Content allowed us to present content based off

a set of queries, which could be based off any field or segmentation

and then send along relevant content to that cohort.

• We discovered early on that once a constituent met the criteria it

would no longer process. (eg. If you were to say where Faculty one of

Business, but they had both Business and Engineering, and

Engineering had already run, they would no longer be considered)

MANAGING CONDITIONAL

CONTENT

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MANAGING CONDITIONAL

CONTENT

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MANAGING CONDITIONAL

CONTENT

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USING NETCOMMUNITY FOR

THE ALUMNI BUSINESS DIRECTORY

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• The Alumni Business Directory was setup to enable our graduates to

display information regarding their businesses online

• We could make certain attributes public for constituent records, where

they had elected to make this information public. eg. Alumni Business

Directory – Description, Alumni Business Directory - Benefit

• We could elect when a profile had been moderated and available for

public viewing – Alumni Business Directory = Yes

• We could then make a Directory of these Public Profiles, and a Profile

View for Individual Records

THE ALUMNI BUSINESS

DIRECTORY

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USING THE DIRECTORY PAGE PART

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SEARCH RESULTS FROM

THE DIRECTORY PAGE PART

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USING PROFILE DISPLAY

TO DISPLAY RESULTS

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USING JANRAIN FOR

SOCIAL SIGN-ON INTO NETCOMMUNITY

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• We were finding a reluctance for our supporter community to regularly

use and interact with NetCommunity

• Given that we were about to make a major push with the Alumni

Opinion Survey we needed a simpler sign up process, and make the

login process easier for our supporter community.

• At Blackbaud’s Sydney User Group in 2013 there was a discussion

around the difficulty with login and someone suggested using Janrain

for Social Integration

• The setup process was fairly easy with the service ready in under a

day – all launched from NetCommunity

SOCIAL SIGN-ON

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• Once the Janrain Account is established, you’re then able to setup

your integrations into each of the Social Providers you’d like to use

• You’ll need to have accounts with most of the providers and setup

some Developer Options, but it’s quite a nice guided process from

Janrain.

• From the Janrain Site, you’re able to see statistics about how

frequently it’s being used and which providers are being used the most

JANRAIN

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• NetCommunity will register every Social User with username prefixed

with SocialWeb_ (eg. SocialWeb_123)

• Once the Social Account is established, your supporters can then

change their Username and Password (if permitted by your site

settings) as part of a Profile Update Form

• This reduces the Username and Password support queries, as most

people would be more likely to remember their Facebook or LinkedIn

Username and Password than their UOW Community Username and

Password.

NETCOMMUNITY AND JANRAIN

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USING NETCOMMUNITY FOR SURVEYS

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• We’re still doing a number of Forms which must be available for public

use, in those cases we’re using Forms, Form Display Parts and the

NetCommunity Form Collection

GENERAL FORMS

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• The Alumni Opinion Survey needed the data provided by the graduate

via the form, but also linked to their personal details so that we could

match various themes against known data like Faculty, Age, etc.

• We needed them to login, so this also became a NetCommmunity

User Registration Drive!

• Users would be guided to register via Social Media or Traditional

Registration, and as the form was limited to provisional members,

once registered they would be able to answer the opinion survey

• The NetCommunity Registration didn’t

need to be rushed as they had

already submitted their survey.

ALUMNI OPINION SURVEY

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USING NETCOMMUNITY FOR NOTIFICATIONS

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• How often are Event and Development Staff asking – Have we had

any new Event Registrations or Have we had any new Donations?

• Staff Notifications are the answer to that problem

NETCOMMUNITY STAFF

NOTIFICATIONS

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EVENT NOTIFICATIONS

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DONATION NOTIFICATIONS

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USING NETCOMMUNITY FOR SERVICE

PROCESSING

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• Profile Update Forms are a great way of moving data back into

Raiser’s Edge for further processing

USING PROFILE UPDATE FORMS

FOR SERVICE PROCESSING

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QUESTIONS AND ANSWERS?

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TWEET ABOUT YOUR SESSION

@m_fenton

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Follow #blkbnc for more

NetCommunity tips afterwards