Stay on Track: Best Practices
for TeamRaiser
Communications
By: Nancy Palo
Today’s Training…
Pieces of TeamRaiser Equipment to Use to
Communicate With Your Fundraisers
Ways to Optimize Your WYSIWYG
Target Areas to Segment
Today’s Trainer
Nancy Palo,
Senior Consultant
Blackbaud
Twitter:
@fundraising101
Your TeamRaiser
Communication
Equipment
Three Ways to Email
• Across Luminate Online
• A/B Testing
Email
Campaigns
• Specific to each TeamRaiser
• Built in Segmenting Tools
Coaching
Emails
• Only available in EMC
• Easy to Use Templates
Email
Express
Email Campaigns Best
Practices
Utilize A/B Testing
Sample Audience Remainder of Audience
Coaching Email Best Practices
Utilize the built in segmenting features
to send targeted messages to specific
audiences.
Utilize the component, conditional and
personalization features in the
WYSIWYG to make your message
relevant.
Email Express Best Practices
Create a variety of templates for your
users to choose from
Use the tool for both volunteers and
fundraising staff that have limited
technical skills
Autoresponders
Autoresponder Best Practices
Automate a large percentage of your
communication plan
Use conditionals
Participants can’t opt-out
Optimize Follow-Up Autoresponders
Instantly Acknowledge Fundraisers
with Milestone Messaging and
Badges
Fundraising
Milestone
• Fundraiser
reaches
defined dollar
amount
Email
Message
• Email is sent
to fundraiser
to
acknowledge
milestone
Fundraising
Badge
• A digital
image
appears the
fundraiser’s
Personal
Page
Milestone Best Practices
Celebrate, Share & Inspire
Create milestones messages without
badges at mid-level intervals
Add Team milestones!
Team Milestones
Communicate With Your
Fundraisers in the Participant
Center
Participant Center Best
Practices
Create dynamic experiences for your
fundraisers
Provide fundraising resources
Utilize Newfeed
Promote Team Captain Message area
Provide Email Templates For Your
Fundraisers with Suggested
Messages
Suggested Messages
Keep the messages simple
Do not include [insert here] or blanks
for the fundraiser to fill in
Provide templates for multiple
audiences and timeframes
How to Optimize Your
WYSIWYG
What You See Is What You Get
Optimizing the WYSIWYG
Components
Personalization
Conditionals
Components
You can embed several different types of TeamRaiser components in the
email message content to keep the event fundraising information and data
dynamically updated. Updates happen when the email message is sent.
•TeamRaiser event-specific components for placing details about the event,
organization, coordinators and sponsors, milestones assigned within the
event, and so on directly on pages to avoid updating this information in
several places if it changes.
•Participant Center Log-Ins
•Status information about the top performers, amount raised, and number of
donations and registrants in an event
Blackbaud Confidential 21
Promote Competition in
communications using components
Personalization
Blackbaud Confidential 23
Personalization Best Practices
Conditionals
Blackbaud Confidential 25
Conditional Best Practices
Drive next steps based on previous
actions
Acknowledge fundraisers for
achievements
Create dynamic content for each of
your audiences
Blackbaud Confidential 26
Target Areas to Segment
Target Area: Email Audience
Target Area: Participant Types
Target Area: Registration
Target Area: Donations
Target Area: Emails
Target Area: Unconfirmed Gifts
Target Area: Teams
Additional Resources
Luminate Online Help
http://customer.convio.com
www.npEngage.com
Questions?
Blackbaud Confidential 39

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