WEBINAR: Stop Repeating the Same Things – New Tips for 2021

Webinar Description

This Groundhog Day, let’s celebrate NOT doing the same things again and again. Join our Sales Engineer, John Siemiatkoski and Account Services Manager, Joe Gallant for some fresh ideas to roll into your fundraising toolbox in 2021.

We’ll cover 5 or so minutes of:

One-click donations – make it easy to give again
Mobile wallets – offer new options
eCommerce – for giving catalogs
Peer-to-Peer – supporters become fundraisers
Events – get together, virtually
HPC – make better asks
Tip jar – ask donors to cover processing fees

Webinar Transcript

Thanks, everyone,

for joining us for Groundhog Day to get
some fresh ideas for twenty twenty one.

I’m Kathy Powers, director
of marketing at Engaging Networks.

Just a few quick notes and introductions
and then we’ll get started

as before we are recording this.

So we’ll send out an email the next few
days with a link to the recording so you

can watch again any time you
want to share with friends.

Also, if you have any questions during
the webinar, if you can post them in chat

or in the Q&A, we’ll respond
to all your questions at the end.

So just hang tight.

We’ll get to them towards
the end of the presentation.

So I’m very, very happy to introduce

Joe Gallant, our account services
manager, give us a wave Joe.

And John Siemiatkoski, our sales
engineer here at Engaging Networks,

and I’m going to kick it
straight over to them, so.

Thanks Kathy, So today’s session is about trying to find

some new ideas for your fundraising
programs, because doing the same old thing over

and over again, may not bring you
the results you’re looking for.

And if you’re wondering where this idea
for the groundhog theme came from, well,

it’s the old adage that good artists borrow, great artists steal.
Many of you probably got the same

email that I got this morning,
which you’ve got the same email the same

day groundhog day last year or
the year before from M+R an awesome.

consulting agency in the D.C. area

they send out the exact same content every year about email

because the basics are
driven home each time with this.

And just

I always chuckle when I get this email,
but there’s so much good stuff in it so

kudos to M+R for a great gag over all these years
but still great content.

So start jumping in to talk
about some fundraising tools.

We’re really focused on things
that are in Engaging Networks or

new to Engaging Networks which you may
not necessarily know yet.

So Joe is going to add some color

commentary and I’m going
to run through some things here.

So first up is one click donations.

so what is a one click donation, well

consider that you can send
an email to your supporter.

They can then click a button and instead
of seeing the regular content they would see on your linked page

so of the same place.

So this is the page that button is linked to
so this will be what they might see on here

a little display widget on here, a great idea
and some options here, gift amounts etc.

Well, with the one click donation,

what they’re going to see replacing this
content would be perhaps this

content, I’ve changed the template on this page,
but will override the content

with a button where they can
simply click and then submit.

So just click email and submit, no need to fill in any
of the form fields, no need to go through

the multiple panels, just tap
the button, click the submit button, and that

will actually write a different row

of data, writing an FOC rather than FCS
using a stored credit card value. We do store that PCI compliant

So I’ll say a little bit more about this

so this is for your existing donors now.

It does currently work just
with one time donations.

So that is one little caveat here.

We store the PCI compliant token
from their past donation.

That’s how we’re able then to then display

the last four digits of their value without
actually storing the credit card number itself

and then you have the override on content

so the setup for this to do this
inside your Engaging Networks account

lets bring up another the screen here.

OK, so in my Engaging Networks,

lets resize a little bit

the place you’re going to go first
with setting up your one click donation.

this is not intended to be a deep tutorial
since we’re going to cover this high

level quickly
we have videos available for this stuff,

we’re actually going to go into the
components section and then to web pages

its probably not the best
named item for the product.

they’re all web pages at some level,
but these are the special web pages, if you will

and there are multiple different types
for things like error pages and other things.

But then there is the one click donation page

and that is where you set up that series
of buttons and any language that overwrites text

that’ll replace parts of your text

notice that it references,
one of the temple from page-builder

so it gets wrapped in your page content

and that’s what I showed you earlier.

And there’s a little tool in here
to then select those amounts

that you want to appear on there.

And then

so that’s that’s step one to set up

the one click web so that lives in the component section.

And

then your next part of this is to go

to your donation page and in the settings
where your donation page,

this one from the settings area
under donation settings,

there is an option there to select one
of those one click landing pages,

which which page will which one click page
will this donation page reference.

So you do have to set that right here.

And then your third step to this is to go

to your email and when you
create that one click donation page

like this one here.

open up this email

when you then go to

wrong button, there you go

then you then go into place

link to go on the button,
definitely use the campaign link

for your Engaging Networks pages link
to that page name now that we’re linking to.

The donation page that then has
that one click landing page reference.

So if there is a stored token for your supporter
it’ll work with the one click button, if there’s no stored token

those other supporters
are gonna see the regular donation page

so don’t worry that you’re going
to miss out on some donation

the audience who has
a stored, has made a gift in the past.

It’s going to get the one click version.

So no worries on that front.

OK, so some of the things to consider when

you’re setting these up,
we sometimes get asked,

should we allow our supporters
to opt in to receive one click donations?

Yeah, we could use an opt in question

for that and then segment your email list
and send them a link to that that

page that has the one click configured
but then the rest of the audience.

You actually have to link them
to some other maybe a duplicate of that page

I can’t stress enough when you

start to test this out,
test it multiple times,

with yourself and some other teammates to make sure
we’re getting the user experience you want.

Then when should you use this?
There’s lots of great times

Giving Tuesday is one of thos times or any
other important day in organizations.

This or just another.

Yeah, I was going to say I was just going

to say, John, end of year,
a great use case for this just because

you have donors who may
only give in December.

And so I definitely saw that as a client.

You know, when I was before my time at

Engaging Networks when I was
a fundraiser,

there was a good portion of the file
that would only give in December.

And so we would

we would send them kind of invoice style
messaging that was tied to a match,

you know, to people who had maybe
hadn’t made their gift yet.

And then this would be a good way to kind

of increase conversion rate on on those
maybe annual donors who only give

in December or only give
during specific campaigns.

So you can kind of segment your audience

based on that giving history and then
and then drive them to these types

of pages that kind of increase
that increase the odds that they would

complete the gifts, since they don’t have
to kind of they don’t have to then provide

you all of the information
you already have.

So we’re going to rate the level
of effort for each one of these ideas.

We’re putting this one at a medium as

there is a couple of things you have
to set up as I just showed and then

there’s just the overall
consideration as Joe was suggesting there

for when you want to use this

so some thought and some effort

so that’s our first idea.

Moving on to the second one,
mobile wallets, this is in new features,

in Engaging Networks still refining some
of these some of these features as well.

Now, it’s really dependent
on your payment.

Gateway or Gateways, Engaging Networks we integrate with 14 different gateways.

A little crazy in that respect.

You don’t need 14.
You need one or two.

or three.
Maybe

Vantiv for a while has
had the Apple Pay option.

That does require some JavaScript
customization for the page.

But where we’ve seen the big leap forward is with

the Stripe Gateway now offering Apple Pay,
Google Pay and Amazon Pay.

We built some of that functionality
into the domain settings on the

on the donation page
and other page types as well

with PayPal.
One touch there’s no

you don’t get that pop up or
interstitial,

that then comes up where someone has to
to login their PayPal account and have that.

not so great user experience.

If they’re if they’re currently
logged in to their PayPal account on the device

they’re logged in on, we’re going to sense that and make
that a little bit smoother transition.

So that’s a big advantage.

for PayPal one touch and then the choices here,

Apple and Google Play,
you’re probably not going to find them

on the same device on the Android
user when it comes to phones.

So I’m not going to see Apple Pay when I

encounter your donation page,

the service will identify device
type and then only display the relevant

payment types, Apple Pay on iPhones
Google Pay on others as well.

We’re looking to add Amazon Pay in the future.

So that’ll be like stage two or
three of this feature release,

we’re targeting this at a kind of a low

to medium level since you may need to get
another gateway if you’re not currently using Stripe

you need to go through that process
of setting up Stripe which is pretty easy

and then have some considerations for your
page in terms of adding those additional gateways.

Yeah, I was just going
to chime in on John,

I kind of view this new feature as kind

of a game changer for for these
for donation pages just because,

you know, all the data suggests that,

you know, the industry is kind
of moving in this direction.

I just read a report recently,
you know, I do a little bit of investing.

And, you know, they were mentioning
that digital wallet users are surpassing

the number of deposit account holders
at the largest financial institution.

So this, you know, in the corporate sector

like this is something that they’re very
aware of and they’re building out their

e-commerce pages to support
digital wallets.

And so I think non-profits can kind of
learn from that and kind of adopt that.

And then just looking at M+R’s recent

report on on digital,
they did mention that

in 2019, I guess, or no in 2020, mobile
traffic to non-profit pages represented

about half of all nonprofit

website visits came from
come from mobile devices.

So just giving just giving donors

an option to to kind of give that way
is very important.

It is just going to is just going

to increase conversion rates
and just help you

kind of bring in, you know,
bring in new supporters.

So,

again, we’re not going to go into the nuts
and bolts how to get too deep

on the feature side,
but recommended reading in the Supportal

engagingnetworks.support
search for digital wallets.

and you’ll find a video with Dan Szymczak our Senior Director of Product

talking through this
and some further details in here about how

to set up your account, complete with
screen grabs in here as well, or video.

So definitely recommended reading
here for your digital wallet options.

Moving on, third idea, e commerce,

so e commerce is another module available
in Engaging Networks,

and this is one of those places where
you can have multiple items available.

So the screengrab here from UNHCR, Canada,
lots of different symbolic.

Gifts

so you’re not actually
buying a winter jacket specifically.

You’re providing the funds for UNHCR

to provide a winter jacket to somebody
who needs it, for example.

And so the great thing about this is that

this can fill all those
organizational needs.

I know Catholic extension service

for the past two years has
done a holiday themed one.

It so at year end giving when people
really want to support the specific needs

of the organization like it was,
I remember it is forty dollars to fill

the priests gasoline tank, to go off to rural
places to to for the ministry.

So, so look around your organization or
some of those things that you would love

to fund and presenting those opportunities
to you, to your,

to your supporters might be the way to let
them know that all the great things you do

and all the need to have in your organisation,
you can actually put quantities on it.

So you don’t you know, not everyone is
going to want to support the same thing.

So as things sell out, I could
encourage some of the other needs.

Not necessarily.
You know, you’re not it may not be

a designated or a restricted
gift in your organization.

And who knows, maybe it is,

but that’s the concept.

So this also could be to fund specific
projects that you want to kick off.

And so this could be used as a barometer

for the interest of your supporters, for
the things that they think you should.

You should be doing more funds
you get for a specific project.

Then, by all means,
do that one or those two.

And the other thing is that this has

a tendency to increase the total gift
by your supporters because it’s kind

of like they’re on the price is right
where they can put as many things they

want in the basket and spin the wheel
at the end of the show or whatever

mixing my game show references here.

So because it’s so easy to click and add
additional items to the cart,

somebody might come to your donation page
and expect to give fifty dollars.

But when they see all these options
and then read the content that you provide

to say why this is important,
then you might just get them to increase

the sixty five seventy five dollars
instead of fifty dollars

can you do physical products
with our ecommerce module.

Yes, to a degree
I’m not going to say emphatically.

Yes, but some clients have done this.

I know one of the big brothers,

Big Sisters affiliates,
did a flower sale where they sell flats

of flowers where so they’re basically
taking online orders and then you go

to the nursery and pick up your
flats on the appropriate day.

So with physical products,
we haven’t yet further developed the product

to then separate out
shipping cost and sales tax.

Yes, you do need charge sales tax
on products, even though you’re a non profit

and but your is the ability to track
inventories deprecate from an inventory.

So if you are in interested in more
physical products items,

please let us know because that helps us
inform the roadmap to then figure out when

we might add those features in the future
considerations around this module.

It is an add on module,

so there is some additional subscription
cost to add this to your account.

So do talk to your account services
manager, Joe or Morgan, Ben or others,

and then think about one of the products

because we call it products
inside inside the software.

So think about how you
might group this in.

This is kind of a medium high level.

I’ll show a little bit about the product the features.

But I just want to give Joe some

opportunity to talk
a little bit more about.

Yeah, I tend to be very bullish

on on e-commerce just because
I think it’s one of the few ways inside

the tool to kind of demonstrate donor
impact and show donors kind of what what

your programs are accomplishing
and this slide kind of shows that

with with one of our clients,
International Medical Corps,

who who are using the e-commerce tool
to kind of talk about

disaster relief and kind of how
and how they’re on the ground kind of

saving lives.

And I just think that’s really powerful.

You know,

I think part of mastering,

like effective donor communications
is through impact communication.

And and I think that increases
kind of donor retention long term.

If you’re kind of showing if you’re

showing donors like this is, you know,
this is what you can accomplish with your

gifts and this is what
we are accomplishing.

The other thing I would say is I think it
gives you it gives your supporters and it

gives you another data point on your
supporters, if that makes sense.

So by, you know, by supporters who are

taking advantage of the e-commerce
and donating to specific

sources of impact, you know,
that’s another that that’s a data point.

You know what?

You know what the supporter is interested
in what what area of your work

the supporter is interested in
that can influence a new marketing

automation stream,
you know, as a form of

stewardship that you can kind of send them
stories and and just,

you know, around that specific topic area
and then, you know,

maybe include them in an appeal that’s,
you know, you know,

that or a campaign that’s around
that topic area and stuff like that.

So.

And then there’s just the last bit.

You can also there’s also
ecard functionality.

So you can send

you can donate on behalf of someone and
send them an e-card around the holidays.

So it’s a great it’s a great tool for

end of year fundraising or giving Tuesday
or just like an evergreen, kind of like,

you know, I want to donate on behalf
of a family, family member or friend.

So there’s several different
kinds of use cases around it.

And and again, just yeah,

I think

the more ways you can kind of increase
data points, the more ways you can do more

personalization, the more ways you can
demonstrate impact,

I think is always going to be
valuable in the law in the long term.

So a couple of things

regarding this.

Something up on the screen here.

So there are inside the software,

there’s a couple of places where where is
the e-commerce site then gets built out.

So first of all, in the pages
component’s area, there is this

product management.
You’ll find in there.

Once we turn it on your account,
you’ll see this product management and you

can then create your products in here,
including having inventory of the product,

which will deprecate as
purchases are made.

You can provide different versions
of the products, different variants like

sizes or different colors or
different items.

You can also associate that ecard
template from here as well.

So there is some product management
function and then that would then be

another one of the page types that we get
added to your Engaging Networks account.

So you’ll find an e-commerce page type

with the little piggy bank
inside a shopping cart.

And the other thing to note about this is

that in the Engaging Networks Academy,
there is a full lesson actually that Kathy

put together a while back to take you
through all the details of setting up your eCommerce pages

so on to the next idea, and this

time here, gonna speed up a little bit here,
peer to peer fundraising.

So

peer to peer is a full module within
the Engaging Networks platform.

There is lots and lots of things
you can do with peer to peer.

And ultimately it’s going to help you
raise a lot more money because you’re

converting your supporters
into fundraisers themselves.

So they’re going to reach out to those
supporters who have a passion for your

mission, are going to reach out to their
friends and family, express their passion

for your organization and ask
those friends to donate.

So you’re extending your reach

through the arms of your supporters
and this also then gives your supporters

feel like they’re doing more
for your mission as well.

So other advantage there

might the way I got into fundraising was

through peer to peer fundraising events
was from having ridden and bike rides

for the MS society for years
and years and staff members.

That’s that’s my history how I got here.

But it has that effect on people
that make make it an annual effort.

So to then take part.

So it’s not just about events like bike
rides or walks, those kinds of things.

Obviously, those will come back someday,
maybe twenty, twenty two.

We’ll see those in-person events again.

So not just events, but things like house

party crowd funding the University
of British Columbia.

theres a really good crowdfunding site
on our peer to peer platform, days of giving.

So great way to get that effort as well.

And honor memorial page, as an example,

I have here is from Huntsman
Cancer Foundation.

And this is a couple of screen grabs
from their main DIY fundraising site.

the do it yourself approach to it.

You have five different campaigns in there so
somebody can select into what type of

what’s the purpose that they’re creating
this page for,

then have their own personal
fundraising page to then raise funds

there is some really good considerations.

You might already be using some other peer
to peer platform in your organization.

But consider if you are considering moving

over to Engaging Networks and if you are
not yet using peer to peer great entry

into using peer to peer,
because as a integrated part

of the Engaging Networks platform,
you wont create new data silos,

or you can pull down some of those data
silos where you if you’re using some other

platform for your peer to peer because
it follows the same same data structure.

So you’re going to get use it.

So same supporter records,

you already have to reach out to the
supporters to get them to register.

And then as transactions come in,

they’ll be they’ll be tied
to those supporters pages.

And so then then the downstream effect

of that is if you’re then integrating your
Engaging Networks account over to your

database of record like
Salesforce, Razor’s Edge,

you can use that same integration engine so you

don’t have to have yet
another thing to integrate.

So just reduces the headaches from the
development operations side of the house.

And you have all the great same great
email tools, marketing, automation,

also milestone emails in peer
to peer to cultivate.

Your supporters
do put the effort here at medium to high

because it all comes down to what
you really want to do here.

If you want to do a big,
nice bespoke design,

there’s lots of our agency partners
who can help you with that,

who have done it for many clients already,
for you can just go with the basic site

that gets spun up just a couple
of clicks in the product.

So it is.
But then you also have a strategy of how

are you going to get your
supporters to register?

How are you going to coach and motivate

them who on your team is
going to help manage that.

So couple of considerations here.

Joe, any color commentary
to add to peer to peer?

Sure.

I would say the one thing I would say

is you don’t have to be an organization
that does runs and walks in events to use

peer to peer like any organization
can use, peer to peer.

I think I think articulating
that is important, like

just having, like evergreen campaigns
that you run all year round,

whether that’s like pledger
birthday or pledger event.

We’ve seen some really interesting results

with kind of like those do
it yourself types of pages.

I think the beauty of using our peer
to peer module as opposed to other peer

to peer tools is just that your
data is integrated and synced.

And I think you kind of talked
a little bit about this.

But just,

you know, you can really sink your you can
sync an advocacy type of campaign, say,

like a pledge or birthday where
a supporter can go into a landing page,

give them your first name, last name,
the date of their date of birth,

and then you can take that data and then
put that and insert that into a marketing

automation stream where then you would
send them a message around their birthday,

giving them,
you know, giving them a click through

to create their create their page,
giving them tips on how to market their

their their fundraising page,
provide them with impact metrics that they

can share with their friends
and stuff like that.

So you can really do some some cool things
where,

where the campaign is fully integrated
with with the rest of kind of your

Engaging Networks account,
if that makes sense.

So that would be kind
of my my my tips there.

Moving on to talk about other events.

So these are the ticketed events

essentially using the events
module Engaging Networks.

And the big news here is that with this
weekend’s coming release

this weekend or next, one of the two
we’re adding in Zoom integration.

So, hey, we’re all on Zoom
right now with the webinar.

So that’s exactly what we’re integrating.

This is system webinar function.

So there is a new extension’s manager now

in the Engaging Networks dashboard where
we then help manage these these kinds

of things within the platform and on
the integration to the Zoom webinar will

then pass the first first name, last name,
email address that is received

on Engaging Networks event registration
form into your Zoom account.

Create that registration link,

pass that back to you to the event form
and then display that in the screen.

Thank you.
And also in a thank you email

that thank you email that also
includes the .ics file link.

That’s that that you click
to add to calendar thing.

That was two or three releases ago

this also passed back and attended status.

So there is a feedback loop after

the webinar attends to then pass
that data back to Engaging Networks.

So again, another data point that your
supporter did indeed attend the event.

So lots of use cases and I’m sure you’ve
been doing a lot with Zoom,

with your supporters,
not just for attending webinars

for from your service providers
like Engaging Networks,

but other things here.

So Joe maybe you’d say a little bit more about

some of these cases
you’ve seen from clients?

Yeah, I would say just

similar to the ecommerce module.

This is going to give you another
another data point for your supporters.

So you can see depending on kind of how

you’re using it,
if you’re doing more educational webinars

about, you know, about your organization,
that could be one use case.

Another could be,
you know, like a virtual event or meeting,

a fundraising event,
that type of that type of thing.

The one the one

the other one I wanted to mention
was just like a donor impact call.

I think this is more one
of the more underrated uses.

So being able to to to reach out to donors
and and have them jump on

a quick call with your CEO or quick call
with your executive director,

just talking about,
you know, some successes or some wins,

you know, jumping on with maybe
somebody who’s been impacted by the work.

And just, you know,

I think there’s some cool ways you can use
it to to kind of to kind of step up

the level of stewardship
that you’re doing with donors.

I think sometimes nonprofits will just
send a thank you email and then kind

of leave it at that where, you know,
this is a way you can kind of do something

a little bit deeper and a little
bit more engaging with your donors.

And then and then you have again,
you have a data point.

You have you have whether, you know,
they registered or whether they showed up,

you can then do marketing and,
you know, communications around that.

Oh, hey, we saw you were interested

in this event, like maybe you
would be interested in this.

So, yeah.
Cool stuff you can do like that.

Yeah.
One of the things I was thinking about

with, you know, the future
post covid when yes.

In person events will resume, I think
there’s still going to be a lot of

virtual and zoom use, because we’ve we’ve seen
this brave new world where, yes,

we can engage with people,
even though we’re sitting here sitting

at home, we can we can still
engage with our donors.

And some of these things which I was
mentioning think about that is as your

post covid situation,
we are going to be able to get back out

and see donors and attend events,
those sorts of things.

But this gives you those additional reach.

So even even once we get past

the current situation, will,
these are still going to be tremendous

needs and tremendous tools that you’re
going to have

so far from the tool side of it
in the Engaging Networks dashboard

now this is a super admin level item
in terms of the account settings.

So notice all the way down here in the bottom,
this will be the next release,

the new extensions section
and extensions manager.

And this isn’t just about salesforce and facebook,
it’s about other things as well.

Okta for single sign on and then your
integration’s for Salesforce and facebook

kind of pulling those out where you put
in your credentials for these,

these different tools and we pulled them
into extensions manager area to make

because they all kind of need
to be in the same place.

And when you then go into your Zoom

extensions manager,
you can then have links.

You can you’re basically putting

the credentials for your various Zoom
webinar accounts in here and there.

And so that’s kind of step one
of getting your credentials linked up.

And then when you go
into the event page type,

when you go into the settings of the event

page, notice now there’ll be an extension
sections, another other tab inside

the events, one which already
had three extra tabs here.

And then you’re going to select
which which Zoom Account it is which Zoom

webinar was that you want to find out
and the API will actually pull

don’t know if this is linked
to the correct licensing.

And so this will then look to the Zoom

account and then pull in
the available webinars.

We’ll just take a couple
of seconds for this to load.

But all the webinars you have scheduled
in Zoom its like, hey,

this very webinar that you’re
on right now, this is in our account.

So we can select that
as the linked Zoom webinar.

So you see all the details that you would

have laid out inside your Zoom
account we pull all that data over.

So you make sure you have the right one.

So that’s how we’ve built
it into the Events module.

So a lot more to say about

that on Friday’s webinar where we’re
going to be talking about the release.

So Dan Szymczak and

Jenn Morrison from our product team will
join me on that webinar Friday where we’ll take

a deeper dive into all things,
release related.

So in terms of level of effort, I

think this one is a low effort because
it’s really getting a credential set up

and then if you’re already doing events,

its really low effort
and improves the effort.

So I think it’s just
a big advantage there.

So next up,

HPC and NSG, throwing a couple of
acronyms at you here.

And this is all about asking
for the right amount.

So when you put those gift arrays

on your donation page where you’re asking
for twenty dollars, fifty dollars

one hundred seventy, whatever those
numbers are, how do you arrive at that?

You look at other donation pages,

you do what you’ve already always done,
which is the whole Groundhog Day aspect

of this if you want to try
something different.

So when you put those ask arrays out there,

you’re running a little risk of putting
those arrays out there to different levels

of donor because you might offend
people by asking for too little.

So if you’re supporter has demonstrated
that they’re giving two hundred,

three hundred, four hundred dollars
and you’re asking them for twenty five,

well, why are you even asking you know
what’s what’s the impact that you have.

On the other hand,
you might be asking for too much.

So you’re going to embarrass supporters

who don’t feel that they can
contribute or may get turned off your mission.

So so if you if you had if you had a way

to ask for this just right amount,
that might solve this problem.

And so there’s two parts to this.

There is highest previous
contribution which is the HPC.

This is a value that is stored
on each supporter record.

This is a monthly thing.

We run against your
your support databases.

Two ways to go about it.

Either we will run it against the data
present in your Engaging Networks account

data present, not just
online transactions.

It could be if you’ve got an integration

to your database,
a record that is regularly pulling over

your offline donations,
that’s that’s data presented.

Engaging Networks pulled in through the
integration in our data format.

Or you could be doing a manual upload

of those offline gifts where it
might be historical data as well.

So maybe when you first become

an Engaging Networks client,
those last three or five years of

donation data from some other system,
maybe that is pulled in.

So that’s the data present.

The other option is to honor is to ignore

our our tool to score it for you and then
import or sync a value into this HPC field

doesn’t have to be highest
previous contribution.

Maybe it’s MRC most recent contribution or

average the last three
if you’re thinking of using Salesforce.

You get all those nice roll ups
of pushing one of those Roll-Up values

available through the API you’d be able
to sync so you can push that value in.

So whatever that predictor might be.

And then the way it works is that then it
takes that unique value for supporters

and maybe think two hundred dollars a year
when I’m looking at this in NSG value.

So immediately we then topped it up by 10

percent, so take HPC 20,
and then tack on 10 percent.

So then our first task
is going to be 220.

So in this case, I would see two twenty

plus another 10 percent plus
another 15 percent on that.

There you can see it.

You don’t have to do it as percents.

You can do it as fixed values as well.

There’s also some
some ability to round in here

to the nearest one zero one or five and
end up with like twenty two point forty.

You know, it’s kind of weird
to ask for that amount

so you can create these these
unique ask strings so that.

So if I get in two hundred,
I would see two twenty, etc.

So I’m just given five hundred
is going to see five fifty etc.

.

So this is there’s two places to use this
in the emails and on pages.

So in an email we’re going to insert

an HPC value, a single value,
not an array, just that initial value.

So this, this math right here,
the two hundred twenty dollars.

So if its me who has given two hundred dollars before

in the email it would say, John,
would you consider giving two twenty

then when I link to the page I’m going
to see an array on the page that might say

two twenty two sixty, whatever those numbers are,

and you can do different arrays for single

gifts or recurring gifts
and again you can go %s or

fixed amounts and you can do

maybe it’s 80 percent
of that best gift, 100 percent, 20

percent or 40 percent more
or whatever the case is.

So you might want to ask for a slightly

lower amount as well
to put a range in there.

You could do that

effort on this one kind of a low

to medium because it’s just some things
you set up on the donation form itself.

So not a lot of effort then an email.

It’s just another one
of the links inside the tools.

Joe anything to offer on HPC and NSG have
you seen clients using this to great success?

Yeah, I would say the the main use case

and the reason the reason
this is so powerful

is because you just you just don’t want

to lose out on revenue
from from your consistent donors.

Like,

I think I think
a lot of a lot of organizations kind

of fall into the trap of presenting
their donors with a one size fits all.

Ask amount where, you know,

someone might give two hundred and fifty
dollars to you annually,

but your appeal that your blanket appeal
that goes out to everyone is only asking

for fifty dollars or twenty five
dollars or something like that.

So this is a way to really tailor
and personalize your ask to the donor.

So you’re not you know,

you’re not insulting them by asking
for too much and you’re not and you’re not

losing out on revenue
by asking them for too little.

So you can kind of you can kind of get
really targeted with with kind of how

you’re asking,
especially especially at year end.

I think,

you know, like like I mentioned before,

I think a lot of organizations are doing
this kind of like invoice style emails

in December tied to a match that are like,
hey, we saw you haven’t donated yet.

Like, you know, please give.

And then you can have like a targeted
kind of targeted amount

in the ask string.

And also just on the page that they land
on that, you know, those those buttons are

you know, you can have one of the buttons
being their next suggests gift or the kind

of the amount that gets highlighted
when they hit the donation form.

So I think in that sense,
it just helps you,

you know, it just helps you keep your
revenue consistent so that you’re getting

kind of you know, you’re getting the same
and a little bit more out of donors.

And so, yeah, again, like you’re not
asking for too little or too much.

So inside the product,

just a couple of things to note about this
quickly and again,

its not intended to be the deep dive how to,
so first up in the account settings.

Again, this is the super admin access.

There is a under settings
highest previous contribution.

This is where you decide whether you’re
going to have Engaging Networks

score that against the data
present in Engaging Networks.

And you can also filter for different
transaction types here as well.

So if you don’t want to include events
and cash donations in this

and decide how far you want to look back,
maybe 15 months back or 17 months back,

whatever, for all that donation history
or use the imported data value,

and you would then be importing
into the HPC value HPC currency fields or

using the APIs or the integration
tools to link that.

So that’s setting it up
at the account level.

And then on a donation page, when you
jump into a donation page

when you go into the amount field

on the donation page, this isn’t a robust one,
but here we go, so

I didn’t actually have
a turned on in the account yet.

Thats why it didn’t show up.

But you will have another dropdown
list on the amount field to then add that.

And one other thing in components, the

the next suggested gift arrays are here

here’s where you would build a gift
array to then create the numbers.

So there’s a lot of resources
on the supportal in in the academy on this

one. So do find those
resources to give you details?

Moving on to our next topic, tip jar.

So you you’ve probably seen this thing
on variety of donation forms,

this little screen grab from human
rights campaign’s donation forms.

So at the bottom of their donation form,

they then have to click off the top
and bottom of the form fields here.

And so they have this still check box
to then up the amount of the donation

by five percent to cover that five
percent transaction fee.

So

how do you do this?

Well, there is a couple of ways to do this.

So first up is using the dependencies

function within the the page tools
the dynamic behavior field.

So you can there’s a way to go about that.

I think I have a video
somewhere of how to do that.

That effort is low.

It’s built in tools within the product.

I know most clients are probably using

JavaScript to do this for they’ve had
a web developer or partner agency

create some custom logic because give you
some additional opportunities within

that custom logic to maybe trigger
different amounts or behavior

and while they’re in there doing some some
JavaScript, maybe they’re also doing some

interrupts to them suggests recurring
of some sort or extra things

you can do with some script on the page
that then becomes a medium effort because

you’ve got to find a talented person
and might cost you a bit of money.

But there is a new feature in development

and we are just had a comp
from something Dan just shared.

with us recently

we’re actually going to build this
into a new feature,

so this will be a built in feature
in one of the upcoming releases.

And I’m not going to say yet I’m not sure if it’s

going to fall into the spring
or perhaps summer on this one.

But yes, it is in development.

We were a whole bunch of us were kicking

around the idea in the
past couple of weeks.

And we’ve come to some consensus
about how to go about this.

So, yes, it will become
a built in feature.

So

you
certainly make it easier and the effort

will become extremely low
at that point for this.

Joe, any insight as to how clients are
using this, has it been successful

and what does that do
for those those clients?

Yeah, I would say not a whole lot
of clients, just because,

like you explained right now,
you kind of have to hack it together.

But I am excited about the kind of the new
feature that’s in development just to kind

of make this more, you know,
to make the feature more out of the box,

you know, having both a fixed
number and a percentage.

I think that’s kind of how the gateways

charge fees is with both
a fixed percentage and

or I’m sorry, both a fixed amount
and a percentage of the gift.

So just being able to

kind of give donors the option of kind

of covering that for you I think is cool
and just will help you just kind of help

your bottom line in the long term,
just providing that option.

Another way to kind of

just increase revenue,
you know, in the long run.

Yeah, and you just said increased revenue,

this is going to increase
the donation amount.

So it’s not like there’s going to be
another row of data written

that then gets linked to some accounting
line in your in your general ledger.

You sometimes get asked that question

by by the accountants
in the room when I’m doing demos.

We’re not doing that.
It’s just you bumping up the amount.

So if I came in to give one hundred
dollars that I may now be giving hundred

five dollars to cover that five
percent processing amount.

So it’s going to be increased is what
the donors giving to offset

the costs that you the organisations
incur in processing those gifts

I often think that that I see sometimes
on forms where it’s already checked,

which kind of annoys me because as a donor
in those situations, I want to decide.

So consider whether
you want to precheck this.

Think about what your donor experience is

going to be and how your
donors might react to it.

So it’s it is one of those considerations

because does a donor,
tend to give one hundred

dollars or do they come in and do hundred
five dollars

and also there’s also the side of this.

You also have processing costs
for somebody, makes you a check.

So so don’t don’t necessarily make
the credit, those evil credit card

companies, the bad guys in this
that they charge us fees.

Well, of course they do.

There’s there’s a cost of doing business
no matter how somebody brings those funds

to you if they brought
in cash into the office.

Well, first of all, the office is probably
closed, so they can’t do that right now.

But there’s kind of there’s processing

costs regardless of how
funds are transferred

to your organisation
so

so moving on to we’re
in the bonus round already.

So we’ve got through
the ones we’ve advertised.

But as Joe and I were putting together a slide
deck, we came up with some other

other thoughts and ideas here,
matching gifts, gold in them there hills.

As somebody who’s worked for a bunch
of organizations that did a lot of event

fundraising, we all definitely had
a ton of matching funds come in.

But the problem with matching funds is

that the the companies that your donors
work for in all different kinds of rules

as to does it does your organization
qualify for matching funds?

And if so, what’s the match rate?

And Johnson and Johnson will often match
three to one, which is awesome.

Like, yeah, let’s find
a team at Johnson Johnson.

We’ll keep looking for that.

And there’s but then there are there are
companies who will only support specific

causes or specific types of organization,
specific verticals like education,

for example, and so often one that a lot
of organizations will support,

but not necessarily voluntary help,
which is where I used to work.

So we would often write
off a lot of that stuff.

And it was a kind of a headache for our

development operations team
to go through all that.

And then Bob, our accountant,

would come down to my office
and pull out the list of expected matching

gifts that hadn’t come
in months later after promised.

And he would ask me to go through and tell
them what what we expected,

yet we’d write off a lot of those expected
matching because we knew we weren’t going to get them

because that didn’t meet
the rules of the organization.

Long story to say that there’s good news

here that there are service providers out
there like double the donation and help

and others that provide services
to help you acquire the matching funds.

And so you can send in your forms,
you can then add in a little bit

of JavaScript to then link
to your service provider.

So I’m going to jump to
find a page where

some client actually has this
HSI, I believe is using double donation

for for this type of service
and their page, slide that over

the one time option here.
Yeah, right here.

So see if your your
your employer will match this.

So this is actually a little bit

of JavaScript, which then makes
a call for the company name.

And so maybe if I work for Verizon,

it will then pull out information in.

Oftentimes they will do it.

So say yes, you qualify for that.

They might do that data.

But when I submit this donation

that the state is also going to get
transmitted to this service,

who will then perform all that heavy
lifting of following up with the employee

all you need to fill out this form

with your H.R. department,
follow up with the employer this week.

We, the organization,

validate this gift and it didn’t come
through there’s often that need as well.

Those rules are different
from everybody’s employer.

So that’s why it’s great to have
these services out there.

So all this stuff and can help you with it

and then build it right in your form.

So if you’re asking
right here on the form.

Yeah.

You’re going to you’re going to increase
that amount of donations dramatically.

So smart way to do that, to offer that.

And currently you do have to do some

JavaScript to there’s a little
bit of a hack there to

to hack in a good way.

There’s good hacks and bad hacks

so this is good stuff because
you’re adding more money.

But that extensions manager I showed you

a little bit ago,
we were putting in the zoom integration,

the part of the rationale behind building
a new extension’s manager is going

to allow us to create other credential
service options like double donations,

one of the first ones we’re looking at to
add that in as a built in integration.

So that is that is in the works.

And building extensions
manager is phase one of that.

And so then we’re going to
begin to roll that into

a new feature within the donation forms.

So that’s a bonus round number one.
Bonus, right.

Number two, payroll deductions.

I often get asked this question
by university clients because, you know,

universities have a large employee base
and this also comes up with hospitals,

other other large employers,
nonprofits who are large employers as

well, because you have
you have an audience.

They’re certainly curious about your
mission because they work there.

They they have the inside track
on the great work you’re doing.

So why not engage them in your annual fund

and other other means,
but give them an easier way to do it?

So maybe not have to pull out the credit
card instead do a payroll deduction.

So

because our donation forms will allow you
to do a non payment transaction,

meaning if I select fifty dollars
in the form, I select payroll doesn’t go

through a payment gateway and take
the money from my credit card.

Instead use the notification options built

into the donation form to immediately send
notification to your payroll department.

Hey Joe.

Joe Gallant, who’s whose employee
number six four two one eight.

This said he’s going to give fifty dollars
a month and almost twenty dollars per pay

period, whatever frequency
you want to specify.

And so that’s a great way to get your
employees engaged in the process.

And the great thing is that we write

in a the FCC row transaction type.

So so it does.

It’ll still post against
that donation form

and you know how successful your
campaign was in reaching your employees.

And then just another means to to bring
in some additional funds through

an employee to encourage
the payroll deductions.

Another great

item is the premium donations,

tote bags, anyone?
Or whatever, whatever item.

I
I know Woods Hole Oceanographic Institution

here in Massachusetts uses our premium
donation page to encourage people.

Instead of giving a one time donation
to step up to monthly,

they get a t shirt, complete with site
selection, with shipping address.

So that’s another option of the premium

donation page is another page
type in Engaging Networks.

But then the other big idea is around
testing different versions of your page.

I know HRC had been using our
test page because this is their current

donation page that used to have a multi
panel approach, kind of like what what

each side does here to do this kind
of thing where you have the multi panels.

But then at some point.
I know.

This page, I think,
was September of 19 that had noticed

every day I went to HRC’s page,
I noticed a different version

of the donation page then I click again,
I get a different one.

I’m like, oh, hey, they’re using our
split tests page.

And so they had three or four different
page versions because they wanted to make

a data driven decision about what worked
best with their supporters because they

had their original page in place,
which was working great for their

since they joined us as
a client wayback in twenty fifteen.

But then four years later they’re like,
hey, is that still working?

So doing that really smart thing of

is the same thing over and over again,
the right thing to do?

Well, you can test and actually make

that data driven decision,
which is ultimately what HRC did

to move from a I used to have a four page
workflow, cut it down to a two page

workflow, meaning all
the form fields are on one page.

So great thing to test their other thing.

You might want to test is different
calls to action on your donation page.

So what is going to resonate
with your support?

What’s going to get the most donations?

So make

use the split test page, which is well

a distributor.

So if you if you have three different
pages, you link the split test pages

to the three pages, we’ll then distribute,
we’ll show the results.

You can then decide which of
those is the winning page

and also other content on your pages.

What images resonate so thinks you think

split test you’re thinking, oh,
email right no this is split test pages.

So yes, it’s a feature that’s
in the product to allow you to test

different versions of your page to see
what’s going to work best for us.

So we’re coming up on the end of the hour.

Joe, any comments about any of these items
or any other thoughts and ideas about

tell people can break free of Groundhog
Day and come up with some new things?

Oh, I thought I thought
that was pretty succinct.

Yeah, I think any time you can

customize content and doing
doing this split test stuff and doing

just personalizing content
with conditional content like so you can

do conditional content email,
you can do conditional content on pages.

So just.
Yeah, just dynamically displaying content

that’s targeted towards specific donor
groups or specific categories of donors.

Things always is always going
to be great in the long run.

That would be the last thing I had.

And if you want to kind of take
a kind of open it up for questions,

you do have one question.

OK, yes, sure, I believe this is
in reference to the one click donations

someone asked,

you showed just one button in the email
when you connect. And link it to the form,

will it add the several asked string
values, or are you setting up the buttons

separately in the email,
each with a specific dollar on the link?

Yeah, the the one click donation,
it’s probably really is a two click donation,

honestly, because you’re clicking
from a link in the email to the form.

The form has the button.

So you’re not actually putting
the buttons inside or you could put

multiple buttons in an email and then
and then pass it to a specific amount.

But the one click donation page is a page.

And so someone’s going
to click a link and email could well be

a button link to the email
over to that page.

And then it’s the page then that they tap
that button and then that submits the page

with that amount,
with all that stored information,

including the credit card,
the credit card information.

Thank you

they one click on the page,
click from the email click on the page

two clicks

That was the only question, you guys
have any additional thoughts?

that was all I had and,
you know, I could probably come up with more…

Well I think we can wrap it up.

I really appreciate your
time, Joe and John.

This is really, really useful.

And we will have the recording

so we’ll send that out

the next few days and people can watch it
again to get

more excellent ideas on how they can stop doing
the same thing over and over again.

Thanks, Kathy.
Thanks, Joe.

Thanks everyone

and I’ll just say,
I just want to say one thing.

If you want to learn more about each

module, just reach out to me, joe@engagingnetworks,net

and we can do a demo or whatever, thanks
have a good one

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