Are you looking for the presentations from our 2017 Community Conference? If so, you’ve come to the right place.
Based on the format of the event, we’ve grouped them into the following topics. Just click on the links below.
Introducing Marketing Automation
The intelligent use of automated marketing leads to an increase in digital engagement and retention for charities. Our brand new marketing automation module is both easy to use, and incredibly sophisticated. We’ve started with welcome series workflow templates, to reduce the amount of time needed to create automations.
Data Management tips
You can save time and money by managing data effectively. Setting the HTML format for account record
fields, importing data with consistent values both in terms of the data that’s uploaded and the matching
content that appears on your forms, using segmentation to personalise content through our query
builder and supporter profiling tools, building in form validations to ensure you’re getting clean data and
consistent naming conventions are all part of improving data management…all these tools (and many
more) are available in Engaging Networks but how many of you use this the functionality to ensure data
management best practice?
Using the Engaging Networks API
An introductory session to review the Engaging Networks data services and APIs: bi-directional database sync, summary data calls, hosted page JSON/XML and the Engaging Networks Services (ENS). The ENS, an API layer is the next step to allow our clients to build applications, plugins and more advanced apps on top of the Engaging Networks platform. An authentication layer will be set up to allow clients to create API users who can be scoped by the existing suite of permissions, thus providing tight control of what APIs can do with the data. This introductory session will go over the basics of how to access the API and dig deeper into some sample services.
Hidden data gems of Engaging Networks
Engaging Networks rolls out so many new tools, so we wouldn’t blame you if you’ve missed a few along the way. This presentation focuses on data related items that, if implemented, will help you to understand your supporters more deeply and should assist you in providing more engaging and relevant content. Supporter attributes, how to enable Google Analytics Integration with your emails and with Page Builder and how you can track supporter referrals relating to your Facebook, Twitter and Google+ shares. A run through of the functionality will be followed by a discussion
on their respective benefits.
The Engaging Networks email service
Learn about how you can create emails that your supporters are more likely to open, leading to more actions taken and more money raised. Find out how to set up a winning split test email automation process as well as conditional content emails based on supporter profiling. There’s also an overview on setting up and sending single email campaigns, a review of the reporting options available and the benefits of integrating your emails with your advocacy and fundraising pages. Finally, we highlight some of the new features that will be coming to the email service in 2017 to improve the functionality, including more sophisticated timezone sending options and an overhaul of the email templating engine.
Email Engagement scoring
Last year we released a new feature linked to our email service called ‘email engagement scoring’ that helps you to see how well you’re doing at engaging your supporters with your email marketing. Each supporter in your database is assigned a number, based on their interaction with your emails over the last year and you can use these numbers to build ‘supporter profiles’ for email segmentation as well as for reporting on the health check of your email lists.
Page Builder: events management tool
As part of the new Page Builder, it’s now possible to create sophisticated events management pages through an incredibly easy to use interface. Features include unlimited ticket categories, applying discount codes, additional and optional form fields to add attendee information to the transaction (for example, dietary preferences), dynamic ‘order summary information’ copy blocks, custom reporting and much more.
Page Builder: advocacy
Our new Page Builder represents the biggest enhancement to the Engaging Networks platform since our launch and in this session, Marta will show you just how simple it really is to build petitions and ‘email to target’ actions using the new functionality. Key features have been enhanced such as our automated message customisation functionality, known as ‘redirect and filter’ and there are many new items as well, including conditional thank you emails and the ability to display a different language to supporters based on their browser preferences. Much more will be added in 2017 and we’ll take you through the planned upgrades (think twitter advocacy, e-cards etc.).
Page Builder: donation pages
Building donation pages in Engaging Networks has never been easier, thanks to our new Page Builder. On top of this, we provide you with all the functionality you’ll need to engage your supporters, leading to more money raised. Marta will take you through the whole process from start to finish showing you how to add a secondary payment gateway providing your supporters with more ways to give, how to create highly customised and dynamic form fields, how to set up variable thank you emails that recognise the type of gift made or the type of supporter who is giving, how to redirect donors off to different pages or actions to create meaningful supporter journeys and much more. The tutorial will be interspersed with
live client examples to help inspire you and to show you what the final output can be.
P2P 3.0 – Discover what you’ve been missing
Peer-to-Peer fundraising (aka P2P, social fundraising, personal fundraising or team fundraising – phew!) is a great way to expand your donor network. Whether by having a party, running a race or supporting your annual event, your most ardent supporters are ready and willing to raise money for your charity. Developed last year and already on its third release, the Engaging Networks peer-to-peer functionality
just keeps getting better. This tool provides out-of-the-box, DIY P2P features including mobile-ready pages, fundraising tools and donation forms that are integrated with your Engaging Networks account, multiple registration types and payment processing. Learn how to leverage the power of your supporters to raise more money in this peer-to-peer workshop.
2017 technology roadmap
The presentation updates you on the progress of our 2016 product commitments, and looks forward to the major projects of 2017, including the master dashboard, The Hub (supporter centre), the overhaul of the dashboard’s user interface and much more.
Future reporting approach
Improvements will be coming to our reporting dashboard(s) including the introduction of a greater range of out of the box, or ‘canned’, reports. Mobile statistics will also be made available for our email service (for example, open rates on mobile devices) as well as more options for advocacy and fundraising page reporting. There are also plans for tighter integration with Google Analytics for our new Page Builder. Dan will take you through our reporting plans for the future.
What’s the Supporter Hub?
Supporters of charities need to view and self-manage some of their data online. For example, many clients have asked us to allow their monthly donors to update their credit card details, and/or update other constituent data fields. Using our upcoming ‘Hub’ technology, supporters will be able to access and then navigate a simple dashboard to manage their data, including the ability to view past donations, manage recurring donations, view advocacy transactions, update fields in their constituent record and plenty more.
Times they are a-changin’ – what could this mean for the non-profit sector
Branislava, who works as a digital strategy consultant following more than a decade of leading digital in a number of large UK charities, will share some interesting research and insight from her work with clients inspired by the turbulent events of 2016. She will discuss the role of digital culture in this change and what it could mean for charities.
Supporter reactivation strategies
Inactive supporters are the “elephant in the room”. They usually represent from 70-90% of your online supporter base but purging them would upset management and others as the ‘real’ active online supporter base numbers are revealed. Duane’s been running a pilot “Research Forum” with a few
organisations, with the initial focus on reactivating lapsed supporters through a range of tests. In this presentation he will reveal the results of those tests and how you can apply similar re-activation strategies at your organisation.
What is marketing automation?
Marketing automation provides you with the ability to create rich personalised experiences for your supporters. It allows you to automate your email delivery based on supporter interactions with your emails and website. You can send the right message at the right time, delivering the content your supporters want.
Data Protection and CRM
The landscape of Data Protection is changing and the introduction of the General Data Protection Regulation (GDPR) and a new Fundraising Regulator are influencing how charities manage their communication channels, for example, around the issue of consent, contact data and preferences. Access has over 1,200 Not For Profit clients who rely on them for Finance, HR and CRM systems. Graham Hewitt presents the changes needed to manage this information and remain compliant from a CRM point of view.
Why campaigns need a content strategy
Your campaign needs a content strategy. Julius and Laura, from Contentious, will show why good
framing in campaigning is vital and why it also needs to be considered alongside a content strategy to
be effective. Using a real world example, they’ll discuss how to see supporters as activists, not parrots and
how to achieve reach through depth.
Beyond counting email addresses: measuring your impact
So you have thousands of signatures generated from a campaign action. But how do you know your
campaign is going somewhere? Rachel Collinson will look at alternative ways to gauge how well you’re
doing, impress the board and improve team morale.
The world needs you to create amazing emails. Here’s how
Email’s ability to speak directly to people who asked to hear from you means it sits at the centre
of a communications ecosystem that includes social media, messaging apps, websites, print, news
media and more. Ted will pull apart great emails and the data, stories, testing, and user experiences
surrounding them to understand how to create a strong email programme using Engaging Networks.
Think of this session as a ‘learning workshop’ with smattering of ‘product workshop’ thrown in.
Data: acquisition, understanding and action
Everyone collects data. The question is what can it do for you? Tim Marsh, Head of Technology from one of our Implementation Partners, Positive, will look at the acquisition of data and what decisions you can make to help get the most out of these new supporters. He will go over some smart approaches on structuring your data capture processes, ensuring you have a ‘single point of truth’ (a concept to ensure you can trace back the truth of your data to one reliable origin) in your data strategy and how you can maximise capture without overburdening your supporters.
- Save the Children: Building organisational support for Engaging Networks
Engaging Networks was often viewed as something that concerned just the campaigns team at Save the Children. However, by introducing new templates, and an exciting framework for testing, they’ve been able to inspire and enthuse other teams into using and developing the platform. In this session, Andrew will explore how his team have ‘bought in’ colleagues, helping them to increase their action conversion rates on average by 44% and create long-term change for children
- Alzheimer’s Society: Fix Dementia Care
Alzheimer’s Society recently created a new action on Engaging Networks calling on the UK government to fix the broken homecare system for people affected by dementia. Supporters are able to move through the hosted petition page, reading case studies in the process that might empower them to take action. This template design is a new approach for Alzheimer’s Society. Join this session to find out the results so far and what they’ve learnt along the way.
- Integrating Refugee Action’s new website with Engaging Networks
Refugee Action recently re-launched their website and started using Engaging Networks at the same time, for both campaigning and fundraising. The presentation shows the process to restructure the website to make it much easier for their supporters to take action and donate, and how tracking was used to really understand when and where their supporters and visitors to the website have been motivated.
PETA UK: Renewing Renewals
PETA UK operates invites supporters to renew their membership and commitment to animals every year. This programme is essential to maintaining their supporter base, continuing their critical work and campaigns for animals. This presentation gives an insight into PETA UK’s 2016 Renewal series, looking at how the communication journey has been designed, tailored to different groups and followed throughout the year. PETA UK show how they utilise tools such as data segmentation and cross-channel targeting to communicate with their supporters – resulting in their most successful fundraising campaign almost every year.
Gingerbread: Maintenance Matters
Maintenance Matters is Gingerbread’s national child maintenance campaign. Gingerbread exposed the £4 billion of unpaid child maintenance owed to parents across the country. This data was obtained from a Freedom of Information Request and was used to create an Engaging Networks online action that allowed supporters to find out the amount of unpaid child maintenance owed to parents in their area. They were able to encourage supporters to start engaging with their local MP and talk about their own experiences. As a consequence, Gingerbread have been able to make a big noise about the issue online, in the media, amongst parliamentarians and with their supporters.
- Mencap: Disability and online campaigning – making Engaging Networks accessible to everyone
Online campaigning is brilliant. But for some people with a learning disability, taking action online can be difficult and confusing. At Mencap, they want to make sure their campaigns are not just accessible for people with a learning disability but also for people with a range of other disabilities. This presents some top tips on accessibility learnt from their most recent campaigns on benefits and democratic engagement.
- Macmillan: A new Page Builder case study
Macmillan has a large database of online campaigners who regularly take the campaign actions they send out resulting in great levels of engagement. However, how can they empower their online supporters to take activism one-step further by raising their own issues related to local cancer care with their MP?
- Compassion in World Farming and donation form optimisation:
Compassion in World Farming (CIWF) talk about their Engaging Networks donation forms and why they have evolved in the way they have.Glyn Thomas follows up by looking at the results of some of his recent testing to show the benefits of including address lookups, card and bank account validation, phone number validation and much more on your donation pages. He’ll also explain how to set up some of these features in the software.
- Digital evolution at The Leprosy Mission
Since 2013, The Leprosy Mission has transformed its use of digital. From a new website and its very first online donation pages, to integrated campaigns and advocacy, testing and design, Engaging Networks has been instrumental in helping the organisation move forward, adapt to the changing digital landscape and develop online fundraising as a key stream of income. In this session, Hannah and Stephen will take you through the story behind The Leprosy Mission’s digital evolution that has seen their online giving increase by 275% in just four years.
- OneKind: We Care for the Mountain Hare
Onekind, a small animal charity based in Scotland, used closely integrated online and offline campaigning
to grow support and income whilst delivering its core goal of greater protection for the Mountain Hare
in Scotland. Harry and John will take you through the Onekind story in this case study presentation,
explaining how they’ve used Engaging Networks to deliver excellent results and return on investment.
- Action on Hearing Loss – Changing the law with a little help from Engaging Networks
Last month parliament passed the Subtitle it! amendment to the Digital Economy Bill which will make it
a legal requirement to offer subtitles on video-on-demand and catch-up services, following a 20 month
campaign. Find out about the public affairs, policy and campaigns activities that led to this success,
including what Action on Hearing Loss did to mobilise supporters at key moments in the campaign to
build parliamentary support, while adapting to the changing policy environment.
- Woodland Trust: linking fundraising to advocacy
After revamping their formerly ‘clunky’ online actions into sleek, user-friendly agents of change, the
Woodland Trust’s Campaigns team has moved on to consider how Engaging Networks could help them
to offer a similarly sleek and simple ‘donate’ option. Determined to prove that campaigns could support
the Trust financially as well as emotionally, the team embarked on a journey to link fundraising to
advocacy actions. Find out how they got on.
- RSPCA Cymru: Campaigns sans frontiers: using Engaging Networks to effectively
manage supporter journeys in a devolved setting
Health, education, animal welfare and the environment. If you work in one of these sectors for a UK
organisation chances are you’ll be familiar with the challenges of campaigning across borders with
different laws and different law makers – but often with one set of supporters that doesn’t differentiate
between them. As an organisation that covers England and Wales, the RSPCA has been on a journey to
adapt its campaigning practices to fit into the reality of devolution, using Engaging Networks features at
its core to maximise the campaigning clout of supporters. Find out from Martin what they’ve achieved to
date in this presentation.
- Samaritans: Local authority campaigning
Suicide is the biggest killer of young people aged 20-34, and of men under 50, yet far too little is
being done to prevent it. Responsibility for suicide prevention sits largely at a local level, and activity is
extremely patchy across the country. Find out how Samaritans is using Engaging Networks to enable
their supporters to target their local authorities, in order to encourage them to develop effective local
plans to reduce deaths in their communities.
- “Have a Cracking Birthday, Minister!”
Everyone likes to feel special on their birthday, even Government ministers. When the stars aligned and Transport Minister Andrew Jones’ birthday fell just a couple of weeks before an important private members bill debate on the Pavement Parking campaign, Guide Dogs decided to let him know that they were thinking of him (and make sure that he was thinking of them). With the help of over 1,200 online actions taken, more than 80% of which were completely personal (and highly creative!), they filled three sacks with birthday cards and hand-delivered them to the Department for Transport). Find out what happened next.
- Fairtrade Foundation: Nurturing & growing our supporter base
Find out how the Fairtrade Foundation used a recent campaign as an opportunity to recruit new
supporters and re-engage their existing ones. Using a combination of form optimisation, Facebook
targeting and partnering with Care2 to reach new supporters, they then delivered a tailored welcome
journey to nurture and keep them signed up. At the same time they ran an email campaign to re-engage
supporters they’d lost touch with. They share their results along with what worked and what didn’t!
- MS Society: Donation funnel build and optimisation
This case study will look at how the MS Society set about improving their online donation funnel using
new functionalities from Engaging Networks. The presentation will include how they planned, designed
and developed the new page they have built. Beginning with user behaviour evidence to inform how the
new page would look, through to the technical build and ending with a ‘testing road map’ for continued
If you were at the event, you’ll have noticed that lots of sessions were also filmed. These videos can be watched on our dedicated vimeo channel.
You can also take a look at the Keynote presentation from Graham Covington (CEO & Founder) here.
We hope you find these presentations useful. If you have any questions about any of the content please don’t hesitate to get in touch with us.