extra, extra read all about it: managing newsletters and subscriptions

Extra! Extra! Read All About It! Managing eNewsletters and Subscriptions in Blackbaud NetCommunity™NAOMI HARDING

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Agenda

• Discuss the difference between emails and newsletters in Blackbaud NetCommunity

• Set up constituent attributes to manage newsletter subscriptions• Configure the User Email Preferences Form to include constituent

attributes• Use email messages to send newsletters

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Overview

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BlackbaudNetCommunit

y™

Constituents

NewslettersBecause your data is integrated, you can

customize newsletter content for different segments of your

constituent base.

You keep the right people informed by sending

electronic newsletters to people who are connected

to your organization.

Newsletters vs. Emails

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Solicited vs. Unsolicited Communication

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• Sent only when constituents request to receive emails.• Constituents must sign up to receive the emails.

• Sent regardless of whether constituents request email.• Constituents must opt out to avoid receiving emails.• Links to Unsubscribe and your organization’s Privacy Policy are

mandatory.

Newsletter Versus Email

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Constituents

Newsletters

Unlike the Newsletter feature, the Email feature allows you to choose your recipient list.Emails

Managing Newsletter Subscriptions

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Newsletter Process

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+ =

Create a User Email Preferences Form part

that includes a constituent attribute

Create a constituent email list using a Raiser’s Edge query that

groups constituents with the specific constituent attribute from the User Email Preferences Form

Create an email that links to the User Email Preferences Form

part and the constituent email list

Creating Constituent Attributes

• Use the Data Type of Yes/No or Table.

• For attributes with the Data Type of Yes/No, you must select the Allow Only 1 per Record checkbox.

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Adding Attributes to a Constituent Record

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• Can be manually or globally added on the Attributes tab of existing constituent records.

• Can be an opt-in option in Blackbaud NetCommunity.

Making Attributes Available in Blackbaud NetCommunity

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You can select The Raiser’s Edge constituent attributes to use in Blackbaud NetCommunity.

Demonstration

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Setting up the User Email Preferences Form Part

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On the Design tab of the User Email Preferences Form part, you can select the attributes to include and enter a caption for each.

Demonstration

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Practice

• Create a User Email Preferences Form part. • Name the part [initials]bbcon News. • Include the eNews attribute on the form. • Enter the caption: Which eNewsletters would you like to

receive?

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Using Raiser’s Edge Queries to Create Email Lists

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In the Query area of The Raiser’s Edge, you can group constituent records by constituent attributes.

Creating Email Lists with Raiser’s Edge Queries

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• You can add a Raiser’s Edge query to a Blackbaud NetCommunity list.

• Lists are located under the Email menu.

Using Email Messages to Send Newsletters

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Using Email Messages to Send Newsletters

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You can use a template to create your newsletter email message.

Demonstration

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Practice• Copy the eNewsletter template for use in an email message. • Name the newsletter [Initials] – bbcon – News• Enter a default subject, from name, and from address. • Change the data source to Constituent.• Link to the Privacy Policy and Unsubscribe pages.

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Summary• Discuss the difference between emails and newsletters in

Blackbaud NetCommunity• With Emails, you can send newsletters to a specific group

• Set up constituent attributes to manage newsletter subscriptions• Create constituent attributes using Table or Yes/No for the Data Type• Manage the attribute on the Attributes tab of constituent records

• Configure the User Email Preferences Form to include constituent attributes

• Under the Constituent attribute options area, you can select the attributes to include on the form part

• If applicable, you can enter a caption for the attributes• Use email messages to send newsletters

• Create an email list using a Raiser’s Edge query of constituents who want to received a newsletter

• Use the eNewsletter email template to design and send a newsletter23 #bbcon

Steps to Make Attributes Available in Blackbaud NetCommunity1 On the Administration menu, click Sites & Settings.

2 Navigate to the Constituent Attributes area.

3 Select the checkbox for the attribute.

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Steps to Use Constituent Attributes in a User Email Preferences Form Part1 On the Create menu, click New part.

2 Select the User Email Preferences Form part type.

3 Enter a part name and additional part information.

4 Click Next.

5 Under Constituent attribute options, select the Include checkbox for the attribute.

6 If applicable, enter a caption.

7 Enter additional part information.

8 Click Save.

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Steps to Create a Newsletter Using an Email Template

1 On the Email menu, click Templates.

2 Select the eNewsletter Template, and then click the copy button under Action.

3 Enter the properties for the newsletter.

4 Click Save.

5 Design your newsletter and enter content.

6 Enter the message information.

7 Send a test email.

8 Send a final email.

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Don’t forget to complete a session survey! Each completed survey enters you into a drawing to win a complimentary registration to bbcon 2015 in Austin, Texas*. 

*Blackbaud reserves the right to change or withdraw this promotion at any time, without advance notice. Promotion has no cash value and may not be exchanged, applied to, or combined with any other offer.

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