Unknown Speaker 0:00 Joining us, you're getting a behind the scenes look at like everything today. Everything This is the sausage being made. Unknown Speaker 0:14 Am I set to go have the seminar, can I turn on my own video off to avoid you, Dane, don't worry, you are not going to show your screen that is not anything that that you're going to have to worry about. That this is just us kind of playing around. Unknown Speaker 0:29 And Allison, if you can help the folks out who are having issues with some sound to give them some suggestions, that would be great. And otherwise, we are going to get started in about two minutes, two minutes for today's presentation Unknown Speaker 0:45 around neon CRM, new email tools. Unknown Speaker 0:49 And so pretty excited about this one. Unknown Speaker 0:53 We got a lot of interest, obviously today. Unknown Speaker 1:01 Alright, looks like people are getting their sound issues worked out. I can have a sound check from the crowd who is with us? Can you hear my loud voice? Unknown Speaker 1:15 Yes, bingo. Sounds great. Boom, boom, boom, boom, boom, there we go. There we go, folks. We even out my hat. Unknown Speaker 1:22 We're gonna get started. Unknown Speaker 1:25 Love it. Thank you, Lynn. from Arizona. Unknown Speaker 1:29 Lynn, Arizona Gibbs. Coming up next week. Hope you're participating. If not Unknown Speaker 1:38 something that you should definitely check out. Unknown Speaker 1:41 Arizona Gibbs part of the neon one ecosystem. Yes. Awesome. Lynn, let's talk I got some really exciting stuff to talk to you about. Unknown Speaker 1:51 Email me at Tim at neon one calm. Unknown Speaker 1:55 Okay. Unknown Speaker 1:57 We're gonna get started very shortly. Oh, Katie's already talking about bounce backs, in terms of her emails. So we're going to talk about that. Unknown Speaker 2:10 Oh, no. Captioning live captioning. Oh, man. We were just talking about that. Um, Katie, unfortunately, we do not have live captions we're working on offering that we can ensure that you receive a trend script and Unknown Speaker 2:38 work to add captions to all content. Unknown Speaker 2:47 This is this is why I was talking about accessibility before this is like, this is good. Okay. Unknown Speaker 2:56 All right. Oh, we're already getting we're already getting the email patching and and like all that type of stuff for server stuff, Adam. So this is the you know what? Unknown Speaker 3:07 You ready? Unknown Speaker 3:09 I'm ready. You're let's roll. Let's roll. Okay, folks, welcome. We are officially now starting today's presentation on neon CRM new email tool. I am so excited to walk us through this. We're going to be doing a lot today. Unknown Speaker 3:27 We start a little bit early to make sure that we got our presenters excited to kind of give you a little bit of a behind the scenes look at how we plan our webinars. April Fool's April Fool's. That's our April Fool's is that you Unknown Speaker 3:42 saw us look like fools before the actual presentation. So Unknown Speaker 3:47 I am really excited Unknown Speaker 3:51 to kind of dive in, we are having a lot of people at this one. So we're going to just kind of get to it. So let's, let's go ahead and cover some housekeeping. I am going to be paying attention to the q&a that is happening. So if you're writing something, I will be looking at that. But for right now, I'm going to focus in on our housekeeping items. Number one, this is being recorded, we're going to make sure that we trim off the beginning and kind of dive into the original part of our presentation, which is right now. So definitely by tomorrow, all of this is going to be in our resources section. And with the slide deck as well. Number two, we will be taking questions. We're already getting questions about email. This is a very exciting topic for you neon CRM users. I've been in neon CRM user since 2011. I've wanted email like this that we're about to see since 2011. So I am so excited. Can we test out actually the q&a and to kind of dive in and and Katie merchant? Absolutely. I'm gonna follow Unknown Speaker 5:00 With you personally, make sure that you get what you need. Can we test out the q&a box and tell us where we're hearing folks from today? Where are you from? This is going to absolutely destroy the q&a section but I want to do it. Okay we have. Alright I am going to look over here. Unknown Speaker 5:19 We have San Diego we have Chicago, we got New York. We got Cleveland. We got Long Island, which is New York, but I'm we got Unknown Speaker 5:28 both Minneapolis, Hawaii, San Francisco, Arkansas, Evanston, Illinois, Toronto, Canada. Unknown Speaker 5:37 Diana can hear now. Awesome. Welcome Diana Pittsburgh, we have Donna in Atlanta, we have New Orleans, New Orleans, Gibbs coming up, Naomi. That's another neon one Giving Day. By the way, we have Arlington, Texas, Reno, Nevada, we have people from everywhere. And you know what the beauty of email is, you can send it all over the place. And folks, we got some really cool stuff when it comes to geography. Unknown Speaker 6:07 All I hope you're gonna deliver on that. So, so Okay, so I'm so really excited about today's presentation, I am so excited to have, Unknown Speaker 6:19 you know, Blue Ridge Mountains of North Carolina join us, and all these other folks like really, really excited about us diving into these new email tools. And so I really want to set some expectations that this is not going to be a detailed product training, tell me how to use this, what we're doing is giving an overview of what we've built. And then we will be hooking you up with a lot of amazing training resources, neon, one Academy, getting a full refresh, in terms of its email, communications, trainings, these are all things that are that are going to be absolutely free to every seeing single neon, one user. So we're really excited to do that. But for today, we're just going to kind of give you an overview getting going again, if you'd go you know really kind of just kind of explain what we've done and why we've done it. And there's more to come. So what we're going to show you today is what we have today, but know that we're going to be rolling this out on a continuous basis, good software development, never stops, never stops. And so that's what we're really excited about. But But I think that you're going to really, really dive in and be excited about this. And so Tim is telling me to move forward. So I'm gonna absolutely do that. So I want to set the expectations for today with a nice quote, communication leads to community. That is to understanding intimacy and mutual valuing. This from Rollo May, nice existential author and philosopher. So what are we going to be doing today? First, we're going to focus on why did we start with our email builder for this type of build out? How did we approach this project, and then we're going to actually showcase this. So this is probably going to be about 40 minutes of content, the vast majority is going to be a product demonstration. But we think it's important for you folks to understand why we built this. And so absolutely, we're going to be kind of diving into your questions as well. So a healthy amount of time for questions now and overview. Unknown Speaker 8:29 setting expectations of what we're going to be covering today, who is this for this is if you're a current neon, CRM client, or prospective user. And basically, if you're looking for a major way to connect with your, your constituents, supporters, other types of folks, by using our in product email tools. So what you're going to learn today is how we actually prioritize what projects to focus on. This is not actually something that we talked about from going to be honest. And so we're pretty excited to kind of unpack why we prioritize the email. And that's going to also give you insight into how we build the products at neon one, not just neon CRM, neon one across the board, then you're going to also learn how we worked with clients and partners to build out this specific project. Emails major, we sent out 250 million emails to, you know, folks last year in 2020. And so this is a big project. And so we wanted to kind of showcase how we actually got to where we got and then we're going to give a actual demonstration all is going to be doing that in a pretty detailed walkthrough, which is going to be the vast majority of today's content. To You know, what's what are you getting? It's April 10. Coming up, what are you going to get in nine days, this is what we're going to show you and then we're also going to give you a little bit of a preview of some Unknown Speaker 10:00 further improvements we have to start and then we're going to keep adding things now what are we not going to be doing today okay first and foremost this is not a product training so i'm going to be honest folks if i see a bunch of questions about how do i do this or i have a problem with this tech issue in your email Unknown Speaker 10:22 this isn't this isn't going to be where we're going to answer that so what we are going to do is deliver that with the actual professionals who are designed in our team to do that we have a curriculum team we have a support team we have a professional services team they're going to be there for you and so neon one academy support training materials all of this is going to be ready before the 10th Unknown Speaker 10:48 also we're not going to really be diving into generalized email marketing content strategy for those of you have been watching the neon one webinars for the past year you know that i like to add a little product to some of our general marketing engagement items and and really email over the next few months we've planned some really cool things so for instance we're going to be doing an interview with open books chicago based nonprofit we're going to actually be talking to them because april's literacy or volunteer month if you didn't know national volunteer week is in april so we're going to talk to them about how they've engaged volunteers and donors during the pandemic what we'll do is then apply those strategies to the email builder that you're about to see today and say how do you activate your donors and turn them into volunteers and vice versa so that's what we're gonna do when those types of things today is not that so Unknown Speaker 11:45 first adam why don't you tell us a little bit about yourself Unknown Speaker 11:50 thing i'm going to start off with just a quick warning here that my internet can get spotty at time so if all of a sudden my my voice cuts out just that's kind of the reason why they're so quick introduce myself i'm gonna keep this short so i know we want to get into the actual product i've been with me on since 2015 and i've been with our product team since 2018 and i am the product manager for neon crm which basically means i manage the answer your ams roadmap any features that we're researching requirements that need to get written i'm the one who kind of takes the lead in a lot of those and planning out those features and working with our design and development and quality assurance teams to to get those features delivered Unknown Speaker 12:32 just put a little bit of kind of a previous role i used to have here and an education nonprofit i worked a lot in mailchimp specifically did a lot of we were actually an organization that use salesforce but for various reasons like actually getting data out of salesforce didn't really work for us so i have a lot of experience with kind of segmenting audiences and spreadsheets and then loading those into mailchimp and formatting those those email campaigns inside of mailchimp so all that to say that this topic of emails is kind of near and dear to my heart this is my this was my entry into nonprofit software and i was really excited when we got the opportunity to actually work on this particular project and now i'm excited to get to show it to you Unknown Speaker 13:19 awesome and should be noted that from a practical resource standpoint this recording and the deck presentation will be available by tomorrow at the absolute latest we have to do a little bit of editing because we started early today but both of these the pdf of the presentation and our wonderful recording will be available tomorrow allah once you tell us a bit about yourself Unknown Speaker 13:47 hi my name is a lot lot user experience designer i've been working with neon since 2019 two years already Unknown Speaker 13:57 so i work on the design side from the user search ideation design iteration user test and user research until we get to the final design Unknown Speaker 14:08 i used to work as an architect before with focus on user centered design but the difference is just i was working on ux based on physical projects like buildings and stuff and now it's more just digital so it's not very different but Unknown Speaker 14:26 it's a Unknown Speaker 14:29 fun fact i lived in three continents and i speak fluently three languages Unknown Speaker 14:34 and i was part of the design team for the email tool and i'm so excited to share with you what i what we did Unknown Speaker 14:42 we're really excited to have both of you here Unknown Speaker 14:45 and yeah this is this is really cool folks so what we're going to do is actually launch a poll because as per per kind of par for course by the way we have about half of Unknown Speaker 15:00 The attendees that typically sign up so there's actually a lot of you this time. So this, this is going to be a fun poll. The poll is what do you use for email now. And so we have our native email tool as an option. We have MailChimp and constant contact with your certified neon, one integrations and then other because some folks might use something else. So we have about 60% voted, by the way, there's about 500 folks here today right now. So we're going to close this at 30 seconds. Unknown Speaker 15:38 And with the 80% voted, okay, so Unknown Speaker 15:44 Adam, Allah, what do you think the breakdown is real quick before I kind of like share that with the crowd? What do you what do you think it is, between those four options? Unknown Speaker 15:56 I'm gonna get since around probably 60% of us use our native solution, I would say probably another 20 to 30% were with MailChimp, Constant Contact and the remaining with with other cool. Yeah, I'll say most likely, neon CRM and MailChimp will come second 49% use us. Unknown Speaker 16:20 And then 25%, Constant Contact 44% MailChimp and then 20% other. And it should be noted that this is a multi select option. So some people might be using things for certain parts, right? Like I'm going to do my appeals through neon, I'm going to do my newsletters through MailChimp. And and one of the reasons we asked this is we actually think that a fair amount of you are going to be really thrilled to up that native percentage today, we love working with and ensuring that we offer Constant Contact and MailChimp integration natively with neon CRM. But a lot of organizations would love to either lose a third party cost or, you know, they they only did that because they weren't satisfied with what we built. That's why we are about to show you what we did today. So awesome. And then oh, wow, Genesis, I think Genesis especially I build the newsletter and MailChimp and then copy the code into neon. Oh, okay, Genesis, I hope we can really help you out today. So Unknown Speaker 17:31 okay, first, we focus on email. Okay, why focus on email in the first place? Well, first and foremost, email is still one of the primary drivers of Channel Communications related to revenue for nonprofits. So some some quick stats, both kind of general where your donors are, and versus and supporters and event registrants and things like that. And then nonprofits specific data so so according to HubSpot, and other industry leaders in email, including MailChimp, Constant Contact, about 46% of users are checking email on their mobile device on their mobile device. So that's a really important item that I want us to keep in mind when we start hearing from our product team. Number two, according to the recent tap report, tap network and Tech Soup, analysis of communications in the nonprofit sector 2020 2021 report 41% of nonprofits say they don't even have the ability to segment their email. Unknown Speaker 18:34 And that's really important because the data is very clear that if you can segment and start to appeal to different types of donor types, members, supporters, then your retention and overall revenue goes up. So segmentation is really important, which is why having something tightly connected to your CRM is vital. So now we're going to get off of that we're going to do a little bit of an interview with our product team. So I'm actually going to stop sharing my screen so you can all see us better. Unknown Speaker 19:08 And I'm going to make sure I hide the poll. Unknown Speaker 19:13 Awesome. Yeah, john said I was not satisfied with neon, amen, we had to subscribe to MailChimp. So will it allow you to replace that? So let's actually start with our first question in terms of our product team, and this is going to be about maybe 15 minutes, folks in terms of understanding how we got there. And then we're gonna dive into the actual product itself. So why did we choose email first, actually, so So Adam, I'll kick that over to you like what this is a big project we sent how many emails did we send out across just as a reminder? I think I mentioned it, but but how many emails do we send out? Yeah, so we sent out 125 million campaign emails last year and then 250 million emails overall. So that's including, you know, Unknown Speaker 20:00 transaction acknowledgments, workflow emails and other types of emails as well. So it is, it is a sizable portion of the traffic that we see in our product is just for emails alone, it's a pretty big part. So knowing that, like, you know, we also do a lot of online donations and other types of things, people use the system for other different ways. But so why did we start with email? Like, what what are the metrics and reasons why we started with email for a project this big? Yeah. So there's, there's a lot of different metrics that we look at for determining whether or not we're gonna do any large project. We're not just looking at, you know, specific feature requests, or like some sort of business metric, like a return on investment or anything like that we really do try and look across as wide a variety of feedback channels as we can. And, and the reason that we do that is a couple of years ago, we kind of felt like CRM ended up in this position where it had a lot of different functionality across a lot of different areas, kind of like just like you described, we do, you know, donation, fundraising, we do memberships, we do events, we do, add, you know, volunteers and move management, we have lots of functionality in those different areas. But we found that kind of neon was never really good at any one thing in particular. And it wasn't just good at the basics of what users really want to do. And so what we kind of realized we needed to do was to zoom out a little bit more from some of those very specific metrics that we often look at, like those kind of very specific feature requests that we get from power users. And we needed to focus a little bit more in kind of a broader picture of, you know, what are what is kind of a new user coming into neon doing, we recognize that a lot of our users are volunteers. They're working at organizations that have very small staff, they're working in organizations that might have regular staff turnover. So we decided to put a lot more focus on user experience and kind of move a little bit away from some of those more specific power user features that people often ask for, although we recognize those are still important, and kind of focus a little bit more broadly. And some of the metrics that we use for that are things like the NPS surveys. So you know, that little survey that you see at the bottom of the product every 90 days or so we read every single one of those responses, all the feedback that you give our client teams in the many support phone calls, that you have the professional services, phone calls, and we have a meeting regularly with those client teams to get them to literally just put up on a board every single request that we get. And then we have these long, extended conversations trying to tie specific requests together and get to kind of a higher conversation, like, we get a lot of requests for I have this one particular, you know, token I want to track in emails or I have this like one particular type of email I need to be able to send out and instead of just doing each one of those things individually, which kind of leads to a very scattered product, we decided we'll we'll take a step back, let's think about emails a little bit more holistically, and kind of try and address kind of what that that one individual was saying about moving to MailChimp, we want to have a competitive offering to MailChimp, we don't want to replace MailChimp we understand like that's a different feature altogether a different product all together before kind of your your everyday user coming into neon your volunteer your your user who maybe does not come from a huge technical background or have experience with like marketing, we want them to be able to get into the system and get up and running really quickly. And just to clarify, there's been a few questions, are we are we also going to be diving into, Unknown Speaker 23:41 you know, newsletter type stuff? Or what about system emails like transaction emails, kind of what what's the difference there? Actually? Yeah, so we decided to focus this first part on just on email campaigns to begin with. And the reason we did that was based on a lot of statistics, we looked at I just mentioned that 120 5 million statistics that is exactly half of that, approximately, of the emails that we send our campaign emails, and the rest are kind of a huge mix of automated emails, acknowledgments and all sorts of other emails. So that's why we decided to focus on on campaign emails first. And that's what you're going to be seeing in this in this initial release coming up. But can people expect any improvements in those other email areas they can. So we very much planned this current functionality. And I was going to get into this, we made a lot of planning around the builder and kind of the experience with future types of emails in mind as well. So we did definitely think about those transactional emails. And that's something that we're looking forward to to kind of working on over the course of the next year too. And I want to acknowledge there's a lot of great comments, a lot of great questions. I'm going to try to, if you're asking me individual question, if I see that I think it might sum up or be be Unknown Speaker 25:00 Part of a later part of the conversation, just know that I'm not ignoring that, and we're going to get to it. Unknown Speaker 25:06 And so, yeah, so, you know, Unknown Speaker 25:10 we did talk about kind of the flow of today's presentation, by the way, I know all of you are excited to see it. But I do, you want to get into kind of what types of research that we did to actually lead to why we built things the way that we did. And maybe you can spend a few minutes on that, because we're already getting the show me that show me the content type type comments. So But folks, it is important to understand how we design things. Because a lot of times, Unknown Speaker 25:39 companies just roll things out. And, and that's without any client feedback, any partner feedback, any research. And it's really important in the nonprofit space to showcase that we're listening to you. So Allah tell us how we did that. Yeah, and that takes like, a big chunk of time before even starting the design. So. So one of the main tools that we used for research is called competitive analysis. And that helps us assess how competitors design for their users get an idea of what users may expect from our email platform, which of our competitors are doing good job at solving user problems, and which are not. So basically just looking at the positive and the negative features from our competitors. In our case, we looked mainly at MailChimp. And we see that like most people are using that constant content, contacts, also, and then clay vo so maybe that the 20% of the others, some of them maybe are using this platform. And all this research was very helpful to make to help us make better informed decisions. And also to ensure that we can create a sustainable and competitive email platform that we can also update and adapt for future needs. So that's for the competitive analysis. The other thing that we've been also working very hard on is how to include users in the design process from the beginning as much as possible. So the way we do it is divided into phases, before we begin designing the product, and after designing, so we interview users to see how they've been using our product, how they've been using other email platforms, what they liked about it, what they don't, and what to expect, or would love to have in the New York, neon CRM emails. And then after the design process process, we put the mock ups in front of them, and test how easy it is for them to complete certain tasks, and also have their input on the general functioning of the of the new design. And if there are things that are not functioning well, or that then we need to improve, we go back redesign and test again, it's it's a circle, until we end up with a good, efficient and usable product. So these are the main two things that we used for our search. Unknown Speaker 28:02 Awesome. And so kind of what are the teams that actually helped put that together before we actually dive into the product walkthrough? Because because we're, we're pretty much at that point, folks. I know that, you know, it seems like a lot of build up. But it's very important. Over the years, we've been doing this since 2004 for our CRM. And it's important for for you folks to know how the sausage gets made, in our opinion. So what are the teams that actually put this into it, and then let's show you the actual product. So Adam, let's go into that. I will keep this as short as possible, because I want to show off a product to I just want to acknowledge a couple of teams. First of all, our client teams really do start off a lot of the this process for us that they give us a lot of that initial feedback. And I just want to mention that because I know a lot of you do have interactions with our support team with our professional services and account management teams. And I just want to reiterate like the things you say to them do make its way back up to us. I mentioned that board that we had earlier of lots of requests that we get. So I really encourage you, as users to continue to kind of take advantage of your contact with them. few other teams, I just have to acknowledge really quick, our developers are extremely patient has always said it's very much a kind of a process of iteration and reiteration as we get feedback from from you. So our developers are very used to having to go back and kind of redo things based on the information that we get from those those feedback sessions or quality assurance team. They are responsible for doing a lot of the review of the product to make sure that it's kind of it's it's working the way that our users would expect it to and I want to emphasize that everybody on our quality assurance team is either a former user of the product themselves or they come from our support team and have experience kind of working on the front line with the product. Finally I do want to just give a real quick shout out to all the way here she she hasn't really probably given ourselves enough credit year but everything you're about to see in the links, I promise next minute here is her work. Unknown Speaker 30:00 And this was an incredible design lift is very design heavy feature. And we spent a lot of time thinking about user interaction. I'm seeing the word clunky over here a few times in the questions chat, I hope I never have to see the word clunky again. Because it's it's something that we are working very hard to kind of get out of certain parts of the product. And email is a big, big spot where we felt like it's a very functional part of the system. But it wasn't easy for users. And that's, and that's really what we focused on in the design. So let's get into it. Yeah, absolutely. And I know this is, folks, this is a little bit like those early Avengers movies where they have to, like, bring everything together and do a lot of exposition, future product releases, we don't have to do this, because we'll be able to reference back to the blog that's coming out that says how we design our products. So I'm going to hand things over to you for presentation. Unknown Speaker 30:56 You should be able to share your screen. I'll confirm that. Unknown Speaker 31:02 Yes, folks, here you go. The magic is here. So let's do it. I'm going to go ahead and turn my camera off so people can focus in on the Unknown Speaker 31:12 product. Unknown Speaker 31:19 Okay, oh, that's all yours. Thank you. So, as Tim and Adam already talked about, but for this project, we did not only change the user interface, or like how each page look, looks, but we also reimagined the whole user flow, we made it easier and more efficient to use. And we tried to have all the features connected to make sure that user doesn't get lost or like waste time looking for elements. Unknown Speaker 31:49 Also, if you're used, if you have used this platform before, you'll notice that we took out some of the pages like the schedule and send we merge that with the builder and the campaign monitors monitoring, we marked it with the statistics. Unknown Speaker 32:07 So what we're going to do today is follow the path for a first time user, for example. So the first thing you probably do is go to audience and either create new audience is an audience or just look at existing audiences. So let's go here. Unknown Speaker 32:26 Okay, so when you get to this page, it says, simplified this page, we can toggle between the comfortable and Unknown Speaker 32:36 compact view. Unknown Speaker 32:38 We have the list of the audiences here. We have few actions, you can edit the info, very easy. Unknown Speaker 32:48 You can send an email directly from the list page. You can also be Allah, Allah, can we just double check, actually, that you've hit the share screen just in case? Unknown Speaker 32:59 I think I'm seeing it but Unknown Speaker 33:04 yes, okay. Okay, good. Good. Good. Good. Good. So continue on. Sorry, folks. There's so many people, folks, by the way that like, it's hard to know, like, is this problematic for everybody? Or is this just like one or two folks. So right now you should be seeing a something Allah continuing. Unknown Speaker 33:22 Okay, cool. Unknown Speaker 33:25 Um, and then you can also easily create a new audience from here, the only thing that you need to do is enter a name here. Unknown Speaker 33:35 And you can publish it or unpublish it, if you publish it. Here, like my explanation, you can, this will generate a URL that the constituents can use to sign up to this audience. Unknown Speaker 33:51 So if you go for example, to the detail page, let's go to this one. This is the new Detail page. It is very simple. Unknown Speaker 34:02 It has few new things. But the main thing we have some key numbers here, we have like few easy action, you can send the email campaign from here just like you can also do it from the list page, it just shows you all the emails, you can select it easily and send it Unknown Speaker 34:20 you can edit it, same thing that you can do from here or from the list page. And if this is published, you can also view the form or copy the URL. Unknown Speaker 34:34 Um, some of the biggest change that we have is this section the audience sources. Unknown Speaker 34:41 Now we have all the types here. Unknown Speaker 34:45 You can also add your email address import library port or we can also add an audience but for the live reports. Unknown Speaker 34:56 The thing that is exciting is that now we can see more details directly from here. Unknown Speaker 35:00 And you can also edit it before you could not do that, you have to go back and like start all over all the way from the beginning if you either miss something or if you change your mind. Unknown Speaker 35:12 So here, it's so easy, you can just go to Edit live reports. And it takes you to this page that those who use this platform are familiar with. Unknown Speaker 35:29 The other new thing that we added is Unknown Speaker 35:33 when you add life report, now you can build an audience, not just from the email audience report, but also from any new reports. Another thing that is coming up in future list is that we can we will have the ability to add, or to build an audience from saved reports as well. Unknown Speaker 35:56 Then we go down here we have a list of the recipients, and it will show us the source that is actually we also see here. Unknown Speaker 36:04 Um, and then we can either edit the recipients if we add this manually. And this is where you can add recipients like you can just enter the name. And you can add it very easily. You can also exclude recipients and when you exclude it, when a recipient is excluded, it will go to this list page. And you can also just go here and include the recipients. Unknown Speaker 36:32 Um, Unknown Speaker 36:35 so this, these are the main things about Unknown Speaker 36:38 email urgency. Unknown Speaker 36:40 Do we have any questions about this? Or we can also just go to the email campaign? Yeah. Yeah, absolutely. We're kind of talking. Some folks are asking about audiences and and, you know, creation of that, like, what's a live audience, which is the creation of the audience right there versus using a saved report, which will be coming in a future release folks. Unknown Speaker 37:09 You know, kind of somebody even asked like, you know, we're in the weeds. What's the high level? The the high levels that it's easier to build? audiences, it's easier to build templates. It's easier to send it it's easy to understand metrics, basically, Peter, it's easier. Unknown Speaker 37:28 Okay, let's see. Unknown Speaker 37:31 Well, well reports update in real time. Unknown Speaker 37:35 I can I can actually answer that question. So reports do get updated as you load the audience itself. So when you click in to this particular view that you're seeing here will automatically in the background, refresh that audience, some reports might take a little bit longer, if you use one of those more complex report where you're joining in a lot of data from different data sources might take a little bit longer. But it should update, you know, within 30 seconds or so. The other time an audience is updated is as you hit send. So as soon as you send that email, it's going to go back to that original report, rerun that report just to check it has the most recent constituents based on your criteria before it actually gets sent out to to your constituents. Unknown Speaker 38:17 And we have gotten some architectural infrastructure questions, Adam, I really I think we should save that more toward the end. Because, yeah, that gets quite technical, but I am excited to talk about it. So yeah, we're definitely going to talk about like, does my email get to my person's inbox? We will be addressing that. What about like, how do how does the distribution list feature type? Like, is this going to add a bunch of records to a person's database? Basically, Unknown Speaker 38:46 it like, how do we get around still like having a distribution list? Unknown Speaker 38:51 Yeah, so we kind of we, if many users probably recall previously there, you Unknown Speaker 39:00 know, Unknown Speaker 39:03 Adam did tell us his internet is spotty. So Unknown Speaker 39:08 Allah, do you want to maybe take this one? Well, well, Adams lag catches up. I feel like then we'll have the answer for this one. Unknown Speaker 39:16 You know, the long and short is we're not going to be adding a bunch of records unnecessarily to people's databases. So okay, there's actually a bunch of template questions, Allah so why don't we shift into templates? Because, and folks, we're going to be taking account to all these questions. So don't don't worry about that. So let's shift into templates. Unknown Speaker 39:37 Okay, so let's go to Unknown Speaker 39:41 email campaign. Unknown Speaker 39:44 So this is also a simplified list page before we had those blocks for like email drafts by itself, ready to send by itself and like it just like, too many blocks that didn't make sense and it just like Unknown Speaker 40:00 made it harder, more complicated to understand. So we just merged everything in one list page. And then we have here the status. Unknown Speaker 40:08 You can also filter by status. And basically all your all your emails will be in draft until unless you decide to send it or to schedule it. Unknown Speaker 40:20 So also, one of the main things that we added is the ability to schedule an email directly from the list page. So that's something that we didn't have before. And that we're excited to add, a lot of users had this problem. And then the other thing that we can do is copy an email. And why this is important is that before the way it works, is that you can send an email to an audience, and then you can go back and send the same email to another audience. And that created a lot of problems for statistics. And we'll talk about the statistics later. But now with this shortcut, you can just copy the email and send it to a different Unknown Speaker 41:02 audience. And this way, you have two different emails for two different audiences. Unknown Speaker 41:11 Then, yeah, you can also do the same with the other list pages, you can Unknown Speaker 41:17 toggle between the two views. And this way you can have like, whatever you're comfortable with I level. Yeah. Yeah. Um, and it should be noted, maybe, and, you know, what about building things? Yeah, we can just go here. Because there's a bunch of code I like, what happens to my old emails, what what can I upload things? So this is actually perfect, folks, we're gonna answer a lot of these questions right now. And this is one of the main things that we are most excited about is the builder. So the builder is we have like kind of stepper that shows you where you are at so that Unknown Speaker 41:54 you know where you're going and what what is the next step. Unknown Speaker 41:58 To build a new email, it's so easy, you just enter Unknown Speaker 42:02 the name of the email, you can just create Unknown Speaker 42:08 any. Unknown Speaker 42:11 And then we can add email subjects. And other exciting things is now we can add emojis to the email subject. And Coming Soon, we will support the tokens for the email subject. So that's something that is coming. Yes, there is emojis, folks, there is emojis, there is tokens for people's names in here. So there's little little quality of life improvements. We want to point out here too, that are important to what your donors and supporters care about all I keep going, oh, by the way, Adams, there was a power generator that exploded near Adams house, he's gonna try to call him by phone, we got it, folks, don't worry. So keep going. Unknown Speaker 42:54 Yes, then we can either select the audience now or we can select it later. Unknown Speaker 43:01 And then another thing that we're going to add is the preview text, which is the first line of the text that you see in your email inbox. So in the future user will be AB will be able to set that. And that can be like this way it can be different from the actual content if they choose to. Unknown Speaker 43:20 Then you can select your your Unknown Speaker 43:25 content, either you can build an email, Unknown Speaker 43:30 you can build an email, or you can upload Unknown Speaker 43:33 an email. So we can go here with just the Unknown Speaker 43:38 delden email. So we can start from the beginning. Unknown Speaker 43:42 Next, so this is an important question that people ask what's happening, my current templates, they will be transferred over with no work on your own. Unknown Speaker 43:51 They're just going to be appearing in this section, choose a template. So from day one, if you've done any work, they're there. Same with audiences that were migrating everything over to this new stuff, you do not have to do anything there. So so that's come up a few times. Unknown Speaker 44:09 I think a lot of people actually want to see the Choose a layout feature. So let's actually start there, because I think we've addressed that choose a template side. Unknown Speaker 44:18 Yeah, so and also in the future, we want to also add some pre designed templates with suggested layout and content that are more directed towards specific categories like given an annual given or membership renewals, and then the Choose layout. So this one Unknown Speaker 44:39 we just suggested some blank layouts that can make it easier for anyone to just go into like h1. Let's go for example with this one. Unknown Speaker 44:51 And there's also here the you can copy from existing emails if you choose to, but let's go with choose a layout Unknown Speaker 45:03 So something that we're adding is some default text and some colors for the footer and header so that it's easier for the user to recognize it visually. Unknown Speaker 45:16 So now we can also add social media links, and you can display the shared links easily just from this sidebar, you can also choose to have it above the header. Below the header, you can also change change the color of the icons based on the color you choose for your footer. You can add social media because I'm here Unknown Speaker 45:42 at age will appear. And you have like, I think you have 20 other social media to choose from all of these you can add up to 10. Unknown Speaker 45:53 Though, let's add Facebook. Unknown Speaker 46:00 And then it will appear here. Unknown Speaker 46:02 We have also the textiles, these will be inherited across the hall email, but you can also go to each blog and just change it from here to so you have more flexibility. But to make it easier for you just you can just like have default default fonts here. Unknown Speaker 46:23 You can also change the header, Unknown Speaker 46:27 the color, let's For example, Unknown Speaker 46:32 this color here, Unknown Speaker 46:34 and the footer. Unknown Speaker 46:37 This here. Unknown Speaker 46:42 And then since we have a dark footer, we can go back and just like have like an icon here. Unknown Speaker 46:49 Um, we can also Unknown Speaker 46:52 easily add an image or your logo, Unknown Speaker 47:00 we can either import URL, or you can browse the library. So here this is like similar to what we had before we just updated to the new gear editor. Unknown Speaker 47:16 And here, we have it here so easy. Another new thing that we added that we're excited about is we're able to insert a button. Unknown Speaker 47:26 dislike, which is was hard to do before. Unknown Speaker 47:33 And to be easy. So Unknown Speaker 47:35 just change the color. Unknown Speaker 47:38 We're getting a lot of positive button, button feedback. Unknown Speaker 47:45 So Unknown Speaker 47:46 there's a lot of Bow Wow, the button. Okay. Unknown Speaker 47:51 Um, the only thing you need to do is just enter the text that you want under the colors and then choose the style. Yeah, you can even choose the silo. Unknown Speaker 48:03 So we get inserted here. And yeah, we have our button here. Unknown Speaker 48:10 The other thing that I forgot to say is that this is mobile responsive. The width is about 600 pixels. So it is going to be easier to view on smaller screens, which is also very important. Unknown Speaker 48:28 So and even somebody was asking about sizing the button, there's going to be like auto sizing happening depending on the actual view. Yeah, yeah, you can sign the buttons, you can move it. Unknown Speaker 48:40 And you can always go back and change the text. Unknown Speaker 48:44 Um, yes, all of this is it. But one of the main reasons we designed this folks is because of mobile responsiveness. So this is all mobile responsive. Unknown Speaker 48:56 Yeah, another small thing that we're adding is the backdrop color here in case you want to have like matching your brand. For now it just white, which also works well. But that's like a future improvement. Unknown Speaker 49:13 You got to make main things. Unknown Speaker 49:15 So here you can also just preview another thing that we're adding is preview for mobile and Unknown Speaker 49:22 desktop and tablets. So this way, you can see it directly from here. Unknown Speaker 49:28 And continue. Unknown Speaker 49:32 This is also one of my favorite pages. It's the last step before scheduling or sending your email you just have all the elements that you filled already. You can go again and edit the contents if you want, you can see all the things that are missing. For example, here we didn't have the audience, you just click on the audience and you select it. Unknown Speaker 49:55 And now you see that everything is like checked. So you're good to go. You can do Unknown Speaker 50:00 With the plain text from here, Unknown Speaker 50:04 you can also send a test email if you want. Unknown Speaker 50:10 And you can also just save it as draft. If you're not ready to send it, or you click schedule incense. Here, you have also two options, you can either send it immediately, or you can schedule it for later. Let's say, Here, you can also change the timezone schedule. Unknown Speaker 50:33 And then this will take us back to the email campaign list page. Unknown Speaker 50:38 And you can, as we said, you can also schedule it if you change your mind before it sets. Unknown Speaker 50:47 Yeah, so this is the main thing about the email campaign. Unknown Speaker 50:51 Do we have any questions? All right, yeah. But But I want to make sure we get to reporting, and then kind of Open Season folks, which is basically happening right now. There's a, there's a flood of questions. So I'm apologize if I'm not getting to them in the chat. But let's talk about some static things, talk about videos and attachments. Because those have come up a few times. Unknown Speaker 51:22 You want to take videos, I'll take attachments. Unknown Speaker 51:25 Yeah, I'm just trying. Unknown Speaker 51:30 This is already scheduled. Let's go check on that is not Unknown Speaker 51:35 a draft, we can go again and edit content. And we can go here, Unknown Speaker 51:42 insert videos. So you can either enter you can enter a URL here. And this will show you a preview of what you're gonna see for the for the video, you can always replace the image if you if you want to choose another image because, for example, YouTube will generate an automatic image here, you can add a caption. That's also helpful for accessibility in case the video is not appearing well. And you can also change the width and the height. So it is very easy to include insert video now. Unknown Speaker 52:19 I'll click attachment. We've got a lot of PDF stuff, because some people are talking about like, their membership and stuff like that for digital memberships. So So Adam, what can we do about that? Sure. And so you won't be able to attach an attachment directly to an email that is sent from a CRM and this is actually quite standard for mass emailing services. And you do kind of increase your risk of hitting all sorts of bounce backs and things like that, if you if you do start attaching files to an email that's sent out in mass. So what we do recommend in those cases, and same thing we've always recommended is use some sort of online file storage service like a Google Drive or, or a OneDrive and insert a link into your emails to link to those files for users to download. And we very deliberately chose not to include attachments, even though that was something we considered. And again, it was it was really for that deliverability reason which we'll touch on a little bit more later, too. Cool. And I do want to address one question before we shift into the reporting. Allah next. Is this being developed for other neon one ecosystem tools? And, you know, not getting into technical specifics, but short answer is absolutely, this was a very intentional thing CRM was getting at first, but other tools and then the on win ecosystem will be receiving this and many more other kind of system wide upgrades. This is the point of neon one. So Allah let's shift into statistics Unknown Speaker 53:53 to kind of round things out. Yep. So, statistics. So this is the page that combined combined statistics and the campaign monitoring history. Unknown Speaker 54:05 It is also very simple page we have here, it's easier to see all the metrics all the way on the top, you can also change Unknown Speaker 54:12 between the views. Very easy to understand. Unknown Speaker 54:18 Then, let's go to one example. So the detail page is also one of the things that we are more excited about. It is now very simple to understand. We kept also the metrics for the specific Unknown Speaker 54:37 numbers that we have Unknown Speaker 54:39 for each one. And then if we go back, for example, for the list base, something that we added is the ability to do comparison across statistics. You can for example, select up to four Unknown Speaker 54:55 and then compare statistics like this. And this is what you can see like the open Unknown Speaker 55:00 In the clicks, this is something that we didn't have before. And also the copy email that we added the function that we added that we talked about previously, this is going to help us with this step. Unknown Speaker 55:15 Then when we go to the detail page, that's where we're gonna see the Unknown Speaker 55:21 2020, our performance, Unknown Speaker 55:25 which we didn't have before, we will also see the top clicks subscribers with most open. And this is what Tim Tim is like more excited about the mats. Oh, there's maps, maps. Unknown Speaker 55:39 You can see top locations by open now. Unknown Speaker 55:43 If you have like, Unknown Speaker 55:45 opens in like many countries, you'll see like world map, if not, Unknown Speaker 55:51 you'll see by your region. Unknown Speaker 55:55 So these are the new things, the main things that we have in Unknown Speaker 56:01 the email statistics. Unknown Speaker 56:03 And we lost them again, but one of them can you make Have you did you show the comparison like totally in common thread, can you show the Compare campaigns one, because I think that's really cool. It's not outright AB testing, folks. But this is pretty close, actually. So check this out. Unknown Speaker 56:21 And the cool thing is like you don't have to compare this to but you can compare up to four, you'll just see here, all Unknown Speaker 56:29 the elements here, and then you can see it's like on 24 hours, which is like the most time that we get that people are like opening emails and clicking things. So that's like, that's makes more sense to choose this. Unknown Speaker 56:44 Time. Unknown Speaker 56:47 So, okay, um, how about resending emails, like to audiences and things like that? Unknown Speaker 56:58 You can. So I said the first time then the same email to the audience, you copy it, and then you send you send the new copy to the audience that you want. And this is an important one because of the statistics. Because if you start mixing things, then actually your stats get all messed up. And you're not actually seeing accurate data on that. So we make it as easy and quick to reset as possible to the new Unknown Speaker 57:22 to the new version. Unknown Speaker 57:25 We lost Adam, again, because of power. So I want to make sure that we address the architecture of the CRM Unknown Speaker 57:37 email system itself. So we've been doing, as I mentioned, 250 email million emails in 2020 alone. So we did make behind the scenes, massive infrastructure investments to ensure that things do not go to spam. So these are typically called in technical speak reputation servers. So this means that if there's, Look, I know all of you send great emails, and you never re OPT any of your unsubscribes back in, right, you never do that. Some people do. And so when that happens, and if we see a really bad list that's kind of bouncing a lot, what we've now built in his advanced logic to move folks kind of to different parts of the server environment that we have, and the quote unquote, good actors are going to get prioritize sending. And this is things that we've worked with, you know, Gmail, and hotmail and AOL and all of them to ensure deliverability. So so that's really long, short, long and short to say, Yes, we have improved deliverability in the native neon CRM and neon one server environment. Okay. Unknown Speaker 58:54 Opt and opt ins kind of work the same way that all the major email providers work. Um, oh, boy. There is so much. Unknown Speaker 59:09 Can you BCC initiate a contact and neon? Make sure you already have that feature on an individual basis? Unknown Speaker 59:15 or anything else that you want it because we're actually coming up to end of time? Oh, you know, what, what do you mind on sharing your screen so I can share what's coming? Yeah. Unknown Speaker 59:24 Folks, we are listening. I want to make clear that that there's hundreds of you that that we're answering right now and I know we didn't answer all the questions today because this is a major upgrade. So what we're going to do is we're going to analyze the questions, we are going to Unknown Speaker 59:44 ensure that also what's next. Unknown Speaker 59:49 So first and foremost, this has been recorded. You will also see a blog that has a lot more detail coming out today, tomorrow or probably tomorrow or Unknown Speaker 1:00:00 Next week, early next week before the release, for sure, all the training materials will be available before the release. So so the Support Center is going to get updated neon one Academy is going to get updated over the coming months. So somebody, in some ways, rightfully said, Oh, you say that you would upgrade this and then it was yours. Okay, we can own that a little bit. What we're going to do is start actually outright saying when things are going to get delivered. So what was happening here is in the next few months, over the course of the summer, Unknown Speaker 1:00:37 improve improved itemized donation summaries that we got a little preview here, you want to show your email folks, what actual fields that you want, we're going to be able to do that highly configurable, preview text, custom field tokens in email campaigns, major request major requests, I've wanted that for a long time, I've been using the ncrm since 2011. And then a new preview mode for mobile and tablet versions. So um, so yeah, so actually, a few things coming up some extra resources, as we hit top of the hour, go to neon one.com. And check out our next webinar where you live changes how you give me and to holla Wahid, we're going to be diving into regional giving data, really excited about this one, you can download the deck, probably starting, you know, later today or tomorrow. And, you know, do it right from this deck, or you can just go to our website, which is probably easier, you'll be seeing some splash messages about this one. Me and Me and Sue Hala, are very excited about this. And then really important for this one is the actual Support Center guides and Academy links. These are going to be things that are going to be downloadable for you we're going to be sending, so Okay, I'm going to quickly do okay, let's folks. Unknown Speaker 1:02:07 You know, I want to tell you, no question. But Allah, your outfit is so cute, and I appreciate your plan. Unknown Speaker 1:02:18 So the rollout for documentation will be by next week, it's going to be before the 10th. Okay, I don't I don't have a set date because we don't want to roll out something that's not ready for you. It has to be before the 10th. Okay, system emails will be coming. We know that workflows will probably follow after that. Unknown Speaker 1:02:39 Take note Allah, people want system emails next. Unknown Speaker 1:02:44 Okay, any final thoughts? folks? I know some of you are probably not satisfied with what we did today. And I can you know, I understand that I've been doing this for a while but I really think you will be satisfied with with these email upgrades. And yes, even system emails are important. But data shows Unknown Speaker 1:03:08 mass email. Unknown Speaker 1:03:10 This needed it. Unknown Speaker 1:03:12 Allah, what do you have any final thoughts for our crowd today? Unknown Speaker 1:03:16 I'm just very, very excited. I feel like we've been we've been working on this for so long. And finally, like unseen something like here and excited that people will be able to use it. And yeah, that's all. I hope people will be as excited as I am. To use this new feature. Unknown Speaker 1:03:35 Oh, absolutely. And by the way, we're not getting rid of any like Constant Contact integrations or MailChimp, integrations, we're just making our stuff better. That's a neon one ethos thing. It's not taking away it's adding value. And somebody said something about forums. It's coming. So Unknown Speaker 1:03:54 forums is coming. Okay. Unknown Speaker 1:03:57 Forms forms. But wait, let's focus on email first. So, um, yeah, yes. forms. Yes. They are not great. So we will be fixing them. Okay, folks. So, so, so thrilled. Unknown Speaker 1:04:11 And, Unknown Speaker 1:04:13 yeah, yeah, we're working on all of this. We're listening to the data. And we're listening to you. And we want to thank all of you for giving us the time today. And Allah and Adam, wherever he is. Have a great day. Have a happy, wonderful weekend. And we'll see you next week and especially on the 10th Unknown Speaker 1:04:36 Thank you, everybody for joining Unknown Speaker 1:04:40 us, Adams houses, okay. It's just as Internet by the way. Thank you. Thank you, Keith. Okay, bye folks. Have a great day. Transcribed by https://otter.ai