Download - Luminate Online Best Practices for Beginners
Luminate Best Practices for Beginners PRESENTED BY CHRIS CAIN AND SAM YU
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About the Presenters
Chris Cain, Solutions Engineer
• Joined Blackbaud (via Convio) in 2007
• Background is in web development and
technical solution design
• Worked with dozens of clients directly on
the Luminate platform
• Native Austinite & Longhorn fan!
• Loves sports, music, movies, and geek
stuff
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About the Presenters
Sam Yu, Solutions Engineer
• Has been involved with nonprofits since 2007
• Worked as a web developer and services engineer
for Blackbaud (Convio) since 2009
• Longhorn (2005 champs!) and San Antonio Spurs
(2014 world champs!) fan
• Loves gadgets
• Licked an iPad, won a trip to Fiji
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New to Luminate Online?
Get Ready to #poweron!
Today’s Agenda
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• Learning to Control the Presentation
• Sprucing Up Your Donation Experience
• Using Proven Email Marketing Techniques
• Taking Advantage of Luminate Resources
• Questions and Answers
the Presentation
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S-tags
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• Short snippets of code
• Portal to the Luminate
Online database
• Key to displaying user,
server information
• Unique to the Luminate
Online system
• Easy to use, easy to learn
• Powerful tool
S-tags
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What we want to see:
• Current URL
S Tag Basic Syntax
Short Hand
• Format: [[S#]]
XML View (system generated)
• <convio:session title=“#” name=“#”></convio:session>
Example:
• Code: [[S8]]
• Renders: http://www.convio.com/site/PageServer?pagename=homepage
S-tags with 1 Parameter
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What we want to see:
• First Name Middle Name Last Name
S Tag Syntax with 1 parameter
Short Hand
• Format: [[S#:parameter]]
XML View (system generated)
• <convio:session title=“#”:parameter” name=“#” param=“parameter”></convio:session>
Example:
• Code: [[S1:first_name]] [[S1:middle_name]] [[S1:last_name]]
• Renders: Walter Hartwell White
• If the information isn’t there it will return blank
S-Tag with 2 or More Parameters
What we want to see:
• President of the United States
S Tag Syntax with 2 or more parameters
Short Hand
• Format: [[S#:parameter:parameter2:parameter3]]
XML View (system generated)
• <convio:session title=“#:parameter:parameter2:parameter3” name=“#" param="parameter:parameter2:parameter3”> </convio:session>
Example:
• Code: [[S93:president:text:name]]
• Renders: Barack Obama
• On January 20th, 2016 it will render: ???
S-Tags in the Wild
Date
Dear friend,
Call your state senator and tell them to vote green
at the December congressional session!
Already contacted your legislator? Please tell 5
friends about it!
S-Tags in the Wild
[[S9:cons]]
Dear [[S1:first_name]],
Call your [[S1:stateprov]] senators
[[S93:statesenator:text:phone]] and tell them to
vote green at the December congressional session!
Already contacted your legislator? Please tell 5
friends about it now! [[S5:mfc_full_page]]
Conditional Content
• Logic phrase that tell the system
how, when, and under what
circumstances to display
information
• Works in conjunction with S-Tags
• You don’t need a programming
background to use them!
Conditionals in the WYSIWIG
Conditional Anatomy
• If logged-in user is a donor (Group ID 8282),
then show member content; else, show
general content.
• If X contains Y then show A else show B
[[?
• Our “If” statement.
• Indicates the beginning of our
conditional.
Conditional Anatomy
• If logged-in user is a donor (Group ID 8282),
then show member content; else, show
general content.
• If X contains Y then show A else show B
[[?[[S45:8282]]
• “Group” S tag, referring to Group ID 8282
• This is the argument that dynamically returns a value
• What Luminate “sees” is either a TRUE or a FALSE.
Conditional Anatomy
• If logged-in user is a donor (Group ID 8282),
then show member content; else, show
general content.
• If X contains Y then show A else show B
[[?[[S45:8282]]::
• Equals or Contains.
Conditional Anatomy
• If logged-in user is a donor (Group ID 8282),
then show member content; else, show
general content.
• If X contains Y then show A else show B
[[?[[S45:8282]]::TRUE
• The value for which we are testing
Conditional Anatomy
• If logged-in user is a donor (Group ID 8282),
then show member content; else, show
general content.
• If X contains Y then show A else show B
[[?[[S45:8282]]::TRUE::
• Our “Then” statement.
Conditional Anatomy
• If logged-in user is a donor (Group ID 8282),
then show member content; else, show
general content.
• If X contains Y then show A else show B
[[?[[S45:8282]]::TRUE::Member Content
• Content that displays if the argument returns a positive
match
Conditional Anatomy
• If logged-in user is a donor (Group ID 8282),
then show member content; else, show
general content.
• If X contains Y then show A else show B
[[?[[S45:8282]]::TRUE::Member Content::
• “Else,” or “otherwise.”
Conditional Anatomy
• If logged-in user is a donor (Group ID 8282),
then show member content; else, show
general content.
• If X contains Y then show A else show B
[[?[[S45:8282]]::TRUE::Member Content::General
• Content that is displayed if we found no match
Conditional Anatomy
• If logged-in user is a donor (Group ID 8282),
then show member content; else, show
general content.
• If X contains Y then show A else show B
[[?[[S45:8282]]::TRUE::Member Content::General]]
• Content that is displayed if we found no match
Conditional Anatomy
[[?x1220x::x[[S48:0:part-type-id]]x::You are registered for participant type 1220 ::You are not registered for participant type 1220 ]]
If ThisValue contains ThatValue then ShowThis otherwise ShowThat
Conditional Examples
• In my email to our constituents, I want to address Texans with “Howdy‟ and address everyone else with “Hello”
• [[?[[S1:home_stateprov]]::TX:: Howdy, [[S1:first_name]]:: Hello, [[S1:first_name]]]]
.
Conditional Examples
• Logged in vs. Not logged in conditional
[[?xx::x[[S1:user_name]]x:: <!-- this person is not logged in --> ::
<!-- This person is logged in --> ]]
• Test for specific pagename
• If on a specific calendar event
• If on a specific donation form
• Test for specific URL variable
• Secure page check
• Check out the “S-Tag & Conditional Starter Kit” in the free kit section in the Luminate Customer Center!
• http://customer.convio.com/site/PageServer?pagename=sm_free
Reusable Content
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• Reusable Pages (using [[S51:page_name]]) are a powerful tool
within Luminate.
• Keeping content fresh and consistent, and being able to add,
update, and mass distribute content can be a challenge.
• Using Reusable Pages can help!
Reusable Content
Don’t think of Reusable Pages as only a “page”
- Reusable Pages can include anything
- CSS, JavaScript, meta data, tracking code, and of course, content
- Reusable Pages enable you to create one piece of content that can be used to
populate multiple touch points.
- Web page content
- This also helps with design…
- Reusable Pages to build Pagewrapper and stationery elements
Reusable Content
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• Building a wrapper/stationery with Reusable Pages makes
managing framework easy!
• It saves time & clicks and gives you peace of mind to know that
no one will break one thing and affect your entire site
Reusable Content
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[[s51:reus_wrapper_header]]
[[s51:reus_wrapper_footer]]
[[s51:reus_wr
apper_login]]
[[s51:reus_wr
apper_right-
col]]
Using S51 to embed Reusable Pages enables you to work on small elements instead of entire wrappers/stationery
Reusable Content
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Social Sign-in and Social Sharing
• Bullets
• Second level
• Third level
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Social Sign-in and Social Sharing
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Track with Google Analytics
http://help.convio.net/site/PageServer?pagename=Admin_Enabling_Google_Analytics
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Responsive Layout
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Responsive Layout
https://secure2.convio.net/dri/site/Donation2?df_id=2105&2105.donation=form1
Responsive Layout
https://my.care.org/site/Donation2?idb=1905739362&df_id=15580&15580.donation=form1&idb=0
Dynamic Gift Arrays
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Progress Meters
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Gift Service Center
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Email Marketing Techniques
Autologin
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Log them in!
Pro tip: you can also tie clicks to an interest opt-in!
Previewing & Testing
You need to test your conditional logic and ensure consistency
across email clients.
Delivery tips, including A/B testing
Right message to the right people at the right time.
Automated messaging (Welcome Series)
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Reporting
Reports Classic
http://customer.convio.com/reporting_questions_resources
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ReportWriter
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But sometimes you need more specific reports.
Engagement Segmentation
• Assigning points for interactions
Engagement Segmentation
• Email response segmentation
Engagement Segmentation
• TeamRaiser participation
Engagement Segmentation
• Automatically build a group of duplicate email addresses
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Useful Resources
Luminate Customer Center
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Luminate LearnCenter
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The Luminate LearnCenter is packed with interactive
on-demand training as well as a calendar full of live
instructor-led training covering a wealth of topics.
• Learn at your own pace
• Short training sessions
• Brush-up on release enhancements
• Refresh core competencies
• Accelerate your career through Learning Paths
• Become an Authorized Luminate
Administrator!
2013 Most Popular… 1. CLO 101: C360 - Contacts,
Interests & Groups
2. Luminate Online - Email I
3. CLO 120: Donation I
4. CLO 110: WYSIWYG
5. LCRM 101: CRM Basics
We Recommend… “Introduction and Overview of
Constituent360”
https://convio.adobeconnect.com/
_a836067539/c360_intro/
Luminate Community
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Helpful Links
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http://customer.convio.net/helpful_links
Free Do-it-Yourself Kits
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http://convio.com/free_kits
Get to Know Your CSMs
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Question and Answer
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#ihavethepower
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Don’t forget to complete
a session survey!
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*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
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