eTapestry Overview Webinar - Mike Kierce
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Transcript of eTapestry Overview Webinar - Mike Kierce
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Embracing Technology as a Nonprofit eTapestry Prospect Webinar
Your presenter:
Mike Kierce
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Title | Page #2 © 2010 Blackbaud
Agenda:
Introduction· eTapestry, A Blackbaud Product and Company Overview· Your nonprofit
• How many records are you tracking and how are you tracking them?• Why are you at our webinar today?
Building a strategic solution with eTapestry· Total CRM· Integration · Communication· Reports, Analysis and Strategy
How eTapestry can help you succeed Raise more money guarantee Moving forward with eTapestry
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Title | Page #3 © 2010 Blackbaud
Your nonprofit:
• Please introduce yourself and your nonprofit• How many records are you tracking and how are you tracking
them?• Why are you at our webinar today?
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Title | Page #4 © 2010 Blackbaud
eTapestry & Blackbaud – your technology partner
Blackbaud is the leading global provider of software and services designed specifically for nonprofit organizations, enabling them to improve operational efficiency, build strong relationships, and raise more money to support their missions. Approximately 22,000 organizations — including the American Red Cross, Dartmouth College, the WGBH Educational Foundation, Episcopal High School, Lincoln Center, Cancer Research UK, Special Olympics, and Arthritis Foundation — use one or more of Blackbaud products and services for fundraising, constituent relationship management, financial management, direct marketing, school administration, ticketing, business intelligence, website management, prospect research, consulting, and analytics.
Quick Facts· Management team led by Marc Chardon, Chief Executive Officer.· 2000+ employees, in 6 countries.· Revenues of $302.5 million in 2008.· Listed on NASDAQ Global Select Market under ticker symbol BLKB.· More than 22,000 customers located in 75 countries, with concentrations in North America, Europe and Asia Pacific· Philanthropic corporate culture that encourages volunteerism.· Headquartered in Charleston, South Carolina, with operations in Cambridge, Massachusetts; Denver; Indianapolis, Indiana; San Diego;
Toronto, Ontario; Glasgow, Scotland; London; Sydney, Australia; and Almere, The Netherlands. · Founded in 1981.
eTapestry Division· In 1999, eTapestry introduced the first on-demand fundraising software delivered over the Internet, giving users’ access from any location
and a solution that is automatically backed-up, maintained and updated. · As a wholly owned subsidiary of Blackbaud we offer our clients the ideal combination of leading edge technology along with unparalleled
financial strength. · Over 7000 customers with a customer retention rate of 98%
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Title | Page #5 © 2010 Blackbaud
eTapestry customers include:
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Title | Page #6 © 2010 Blackbaud
Donor Database
eCommerce Advanced Email
Website
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Title | Page #7 © 2010 Blackbaud
Building out your strategy with eTapestry:Acquisition
Cultivation
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Title | Page #8 © 2010 Blackbaud
Are your website and database integrated?
Integration directly into your database
Requires no additional manual entry
Customizable
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Title | Page #9 © 2010 Blackbaud
eTapestry – Online Strategies
Websites· Brochure & Content Management Sites· Social Media
Online Giving & Engagement· Ways to Give· Ways to Give· Recurring Gifts· Event Registration· Memberships· Volunteer Registration· Donor/Member Login· Ecommunication
Personal Fundraising· Friends asking Friends· ‘A – thons’· Sponsorships· Registrations
Cart· Selling Items· Registrations· Free Information· Gifts
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Title | Page #10 © 2010 Blackbaud
Websites
eTapestry builds and hosts Content Management System (CMS) and Brochure websites
Your website is the first place a donor will go to get information on your organization and it takes less than a minute to gain or lose a possible donor
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Title | Page #11 © 2010 Blackbaud
Do you have an online social media strategy?
Whatis happeningwhen?
Get involved
Social Media
Donateonline
Contactus
Upcoming events
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Title | Page #12 © 2010 Blackbaud
Did you know?
Over 95% of Internet users will give a donation via the web this year
But…. Only 40% of nonprofit organizations offer an online donation page
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Title | Page #13 © 2010 Blackbaud
eTapestry can provide you with a simple link on your current website that will connect your donors to an online
giving page
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Title | Page #14 © 2010 Blackbaud
Where the donor will complete the online giving page
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Title | Page #15 © 2010 Blackbaud
The gift is automatically processed and tracked through your database and the donor is notified and thanked for the successful transaction
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Title | Page #16 © 2010 Blackbaud
The results
Convenience for the donor Gift is automatically deposited and put to use by the nonprofit Automatically recorded in your eTapestry database Donor is acknowledge and thanked immediately which makes the donor more
likely to continue to give to your organization Clean accurate data/results
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Title | Page #17 © 2010 Blackbaud
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Title | Page #18 © 2010 Blackbaud
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Title | Page #19 © 2010 Blackbaud
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Title | Page #20 © 2010 Blackbaud
Honor & Memorial Gifts, Matching, Recurring Gifts..you name it.
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Title | Page #21 © 2010 Blackbaud
Personal Fundraising
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Title | Page #22 © 2010 Blackbaud
Personal Fundraising
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Title | Page #23 © 2010 Blackbaud
Personal Fundraising
Team page and participant page views are editable
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Title | Page #24 © 2010 Blackbaud
What’s New | Personal Fundraising “I think the personal fundraising page had a huge impact on our success.”
“We've received feedback that it was very donor friendly. Thanks a lot!”
Share to your Social Networking Sites!
eTapestry records the number of times a site was shared through these Share links on each socialnetworking site, as well as the number of times
individuals clicked on the shared link.
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Title | Page #25 © 2010 Blackbaud
Show me the money
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Title | Page #26 © 2010 Blackbaud
What’s New | Cart Module
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Title | Page #27 © 2010 Blackbaud
Cart Module eTapestry Database Cart Webpage
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Title | Page #28 © 2010 Blackbaud
Cart Module
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Title | Page #29 © 2010 Blackbaud
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Title | Page #30 © 2010 Blackbaud
Donor/Member Login
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Title | Page #31 © 2010 Blackbaud
Communications
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Title | Page #32 © 2010 Blackbaud
Are your communications integrated?
Integration directly in/out your database
Online & Offline Communications
Customizable
Cut down on mailing, administrative time & costs
Measureable results
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Title | Page #33 © 2010 Blackbaud
Online & Offline Communication – all in one
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Title | Page #34 © 2010 Blackbaud
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Title | Page #35 © 2010 Blackbaud
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Title | Page #36 © 2010 Blackbaud
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Title | Page #37 © 2010 Blackbaud
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Title | Page #38 © 2010 Blackbaud
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Title | Page #39 © 2010 Blackbaud
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Title | Page #41 © 2010 Blackbaud
Email & Ecommunication
Our advanced email solution provides a fully integrated email tool that includes spam checking and scheduling
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Title | Page #42 © 2010 Blackbaud
What does fully integrated mean to you?
At eTapestry it means giving you everything you need to be successful in your email campaigns. And what good is a campaign if you can’t measure your results?
Our detailed email delivery reports will provide everything you need to measure your results
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Title | Page #43 © 2010 Blackbaud
What does fully integrated mean to you?
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Title | Page #44 © 2010 Blackbaud
Add enewsletters, events, links to Social Networking Sites
eTapestry records the number of times a site was shared through these Share links on
each socialnetworking site, as well as the number of
times individuals clicked on the shared link.
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Title | Page #45 © 2010 Blackbaud
Reporting
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Title | Page #46 © 2010 Blackbaud
The importance of reporting:
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Title | Page #47 © 2010 Blackbaud
The importance of reporting:
Drill down capabilities
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Title | Page #49 © 2010 Blackbaud
The importance of reporting• Multiple output options• Scheduled and delivered to yourself or anyone• Strategic & focused to help you build relationships and donor
loyalty
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Title | Page #50 © 2010 Blackbaud
Improve donor retention
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Title | Page #51 © 2010 Blackbaud
Benchmark your results
• Against your self or groups like you to measure progress, trends, areas to focus on
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Title | Page #52 © 2010 Blackbaud
Since we know how important reporting is, we will guarantee you better recordkeeping abilities to track what is important to your nonprofit like:
Relationships
Events & Event Attendance
Email Communication
Communication Preferences
Family/Business Tracking
Planned Gifts
Volunteer Skills, Hours
Split gifts
Education, alumni information
Program tracking
Grant Tracking
Donor/Prospect Interactions
Occupation, Interests
Memorials,Tributes
Memberships
Future Cultivation Strategy
Matching Gifts/Soft Credits
Pledge Schedules
Recurring Gifts
Custom Fields for your unique needs
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Title | Page #53 © 2010 Blackbaud
eTapestry Modules
Each module below includes pre-determined list of User Defined Fields that we will insert into your database and we’ll auto-magically also create important Queries and Reports to complement those new fields.
Volunteer Management, Planned Giving, Grant Tracking & Membership Packages Include:· Pre-consultation questionnaire filled out to identify client’s current volunteer program &
process· Donor User Defined Fields· Journal User Defined Fields· Pre-built Queries & Reports· 1hr walk-thru with Consultant to review the module bundle (UDFs, Queries, Reports)· 30 minute data entry simulation· 1-2 page documentation(left with client)
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Title | Page #54 © 2010 Blackbaud
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Title | Page #55 © 2010 Blackbaud
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Title | Page #56 © 2010 Blackbaud
Relationship Management:
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Title | Page #57 © 2010 Blackbaud
Relationship Management:
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Title | Page #58 © 2010 Blackbaud
Relationship Management:
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Title | Page #59 © 2010 Blackbaud
Relationship Management | Contacts
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Title | Page #60 © 2010 Blackbaud
Relationship Management | Outlook Integration
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Title | Page #61 © 2010 Blackbaud
Relationship Management | Outlook Integration
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Title | Page #62 © 2010 Blackbaud
Relationship Management | Outlook Integration
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Title | Page #63 © 2010 Blackbaud
Relationship Management | Outlook Integration
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Title | Page #64 © 2010 Blackbaud
Relationship Management |Total picture of your constituents
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Title | Page #65 © 2010 Blackbaud
Accessible from your handheld device
eTapestry Mobile· Included with your eTapestry service· Specifically formatted for mobile use· Fast· Real time information – no syncing or downloading
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Title | Page #66 © 2010 Blackbaud
Data Services
Donor Acquisition and Development
Prospect Research
Donor Performance and Benchmarking
Data Enrichment Services · NCOA· CASS Certification· Email, Phone, Age Append
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Title | Page #67 © 2010 Blackbaud
Support
Online Help
Instant Messaging
Telephone
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Title | Page #68 © 2010 Blackbaud
Training – eTapestry will help you meet and exceed your goals
User training at your pace and convenience
Annual Training Agreement
Recorded Sessions/Classes
Crash Courses
Podcasts
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Title | Page #69 © 2010 Blackbaud
We take security seriously
• Encrypted data
• PCI Compliant
• SAS 70 Compliant
• Multiple Hosting Sites
• Redundant equipment
• Automatic backups
• Automatic updates
• Uptime Statistics
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Title | Page #70 © 2010 Blackbaud
Sophisticated end-user security settings
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Title | Page #71 © 2010 Blackbaud
With complete details on all user activity
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Title | Page #72 © 2010 Blackbaud
Conversion, Implementation and Consulting Services
Standard & Custom Conversions· Imports· Template· Custom
Account Management· Conversion, Training, Support, Consulting working in conjunction with customer· Account Manager and team working with you to meet your implementation goals
Professional Services Consulting· Specific Modules· Personal Trainer· “Check-ups”
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Title | Page #73 © 2010 Blackbaud
eTapestry Pricing• Based on number of records and concurrent users• Support, Training & Additional Modules can be purchased at any time. Price may include set-up
fee and annual charges.
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Title | Page #74 © 2010 Blackbaud
What’s next? Working with eTapestry…
1.We’ll discuss your unique needs.2.We’ll build a custom proposal.3.We’ll provide a personalized
demonstration.4.We’ll help you with every step of
implementation.
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Title | Page #75 © 2010 Blackbaud
Fundraising
Relationships
Membership
Events
Donor Cultivation
Moves Management
Advocacy
Web Strategy
Content Management
Email Marketing
Direct Mail
Online Transactions
Data Analytics
Project, Grant,
Endowment
TrueCRM
eTapestry can help you achieve
your fundraisings goals offering
you a tool for every
aspect of the
TrueCRM offering.