Unknown Speaker 0:04 Good afternoon, everyone, or good late morning, depending on where I'm talking to you from. I'm excited for today's action packed tight product webinar today for neon fundraise, which you may or may not remember is the product called rally bound. It's got a new name. It's got an brand new feature called national teams that we're going to be debuting today with Zalman here from the product team, and so we're gonna get right into it. Pretty excited for today's presentation, a few housekeeping items before we get started. My name is Tim Sarrantonio, head of partnerships and business development here. I'll be your emcee for today's presentation. We'll get into the star of the show very shortly but a few housekeeping items. First and foremost, this is being recorded as all our webinars are. And this is going to be in the resources section at neon, one comm under events and webinars later today, as well as the slide deck will be available to it's pretty tight slide deck, though a lot of this is going to focus on the actual nuts and bolts of how this works. But we will be taking questions, this is actually going to be focused to be about a half an hour. So we're going to make sure that we're taking your questions as we go through this let let me actually make sure that I have that popped out just in case to test that I would like everybody to type in where I'm talking to you from today. Where are you from? And tell me your favorite sports team if you have one. Unknown Speaker 1:42 We are talking national team so pop in just so we can test out that the q&a is working in the questions and answers item. type out your name and your favorite sports team for me just so we can make sure that it's happening gesturing that I know you're here. So please say something there. All right, we got cubs. Unknown Speaker 2:03 Got Elise cara de bears. Hey, we got a lot of Chicago fans. This is exciting. I spent 10 years in Chicago, New York City. Washington Capitals got Minnesota and the Seattle storm. Very cool. Very cool. Awesome. Thank you, folks. Michelle, Julie, Jeff care, Elise, and they're gonna keep coming. We got some Steelers fans, sorry about the islanders yesterday, by the way, but I know that they'll come roaring back. I'm of course, wearing my my loser jets jersey today. So I mean, who you were who you reppin. Today, my winter chiefs. Unknown Speaker 2:39 Very cool. I think you can call still call them winners, even after this Super Bowl. We'll get them next time. We'll get them next time. So what we're gonna do, and thank you, everybody, for popping in Hello, everyone. We're going to really kind of focus on what we've built today. So this is going to be the meat and potatoes of today's presentation. This is a product overview for the neon fundraise peer to peer enterprise fundraising platform. And we're going to focus in on the national team's feature, but there's more to come. Zama is going to talk about how the neon fundraise team actually develops their products and iteration. And learning from clients on what's going to help take their digital engagement to the next level is very important to that team. So there's always going to be something evolving here. That's the really the cool part. So we're going to start with a quote to kind of help frame today's presentation for Michael Jordan greatest of all time, goat talent wins games, but teamwork intelligence wins championships. And I think this helps frame how we should think about this feature, in particular, because what this does is help connect all the individual strands that may be happening and happening with a really, really kind of comprehensive campaign that you're doing over multiple geographic areas, you might have some amazing corporate sponsors that want to involve people all over the place. We have you covered. We're going to get into how that works very shortly. First, we're going to actually tag and Zalman to tell us a little bit about him and then get into a little bit of a product interview for about 510 minutes tops. And then 15 minute overview of of how did we build this and what did we build is where we're really going to spend the majority of our time today. So I'm in how's that sound? Are you ready to go? Unknown Speaker 4:30 Yeah, awesome. A bunch of tests tell us what we'll do is learn a little bit about you. But what we're specifically going to do is first, this is for you, especially if you use the neon fundraise product or interested in the neon fundraise product for really kind of creating impactful multiple geographic events. Because you can involve people from all over the place doesn't have to be the US either. And so what we want to do Unknown Speaker 5:00 was checking in with with Zalman on how we think about design of this particular product. And, and, and why we build out the things that we do there to help serve our clients with the types of events that they're planning, and the types of campaigns that they're doing. And we work with them on that that's also important. A lot of what we do at neon one as a whole, is really driven because of you. That's important. What we want to do is serve your fundraisers best. And this is why this feature exists. So that's what we're going to get into, before I hand it off to Zalman, when we're going to touch on today is really going to focus on the product itself. We're not getting into training, we have amazing supporting materials, we have wonderful people on our team to help actually implement this feature, we're actually going to see Zalman, I believe, an example of a client who's in progress and actually utilizing this alongside of a more robust demo site that we've built out. But also, um, look, this is a pretty sophisticated way to approach your peer to peer fundraising. And so if you need help, structuring that the neon one ecosystem has you covered, we have a lot of lovely partners that can actually get in there and start to really create a beautiful campaign that that takes this type of event to the next level. But that's not what we're going to touch on today. zamin tell us a little bit about yourself, and then we'll get into the the neon fundraising product in the national teams feature. Yeah, those of you who know us from our rally bound name, days, probably know me. My name is Alan Friedman. I've been with the company for seven years. And I manage what we built and how we build it and and how it looks. And I try to make sure that it's built in a way that is easy to use. It is intuitive, and is very helpful and increases your fundraising. That's that's what, that's what we're trying to do here. Unknown Speaker 7:04 Yeah, I am running my chiefs. Mahalo is, in fact, specifically, it's good time to be a chiefs fan. But Unknown Speaker 7:12 I've been I've been doing all my life. So there you go. Unknown Speaker 7:16 Awesome. I'm going to hand it over to make you presenter when you think that's appropriate, by the way, so you'll be able to share your screen whenever you'd like. But we're gonna keep our I did make him wear a jersey because of the subject matter itself. So hence, that's what's going on. So Zalman, um, you know, why, you know, how does the you know, you've been doing this for for nearly a decade with the team here? How do you folks build product, once you give us a little bit of an insight on on how you approach building out the neon fundraise platform in general? Unknown Speaker 7:51 For sure, so Unknown Speaker 7:53 the first Our first stop is the client, right? We will or which we're listening to what our clients want, what our users are looking for. And as we grow, and as we hit our enterprise level clients more and more we find that people are doing or clients and organizations are doing federated events, like walks as as 10, as you said, in many geographic different locations at once. So you can do a one walk across the United, United States or even internationally. And we've had we have clients that are that are doing that, and have been doing that for a while. And so when it comes to national team, specifically, this is what you know, we're thinking of ways to make to bring things together, we have so many different things in different places, you know, different campaigns in different places. What are ways that we can bring that together. And you're asking more generally about the way we think about about product and the way that we build things. I think this is a great microcosm for how we think about our product in general. And that is that we try to bring things together. Like just this past year, I've, if you've been following our progress, at neon fundraise, we've been, we put out a live stream feature, we put on endurance challenges feature, we're currently working on the nation matching feature. Now we're putting out this national teams feature, and we have other things in the pipeline. And every single time we sit down to plan these out, we always ask the question, how do they work together? How do we bring these things together? I think that's a really, you know, that's a real good reflection of how we think about product in general. And I think that national teams just on a small level, is a great reflection of how we think about it by bringing you know different things together from different campaigns, different people from different campaigns, different donations, and even what I mentioned before bringing different products together features like how does live stream interact with national teams, and how does endurance and challenges interact with with national teams? These are all things we're thinking about. And that's really the biggest, you know, the our biggest ideal and ideology when it's when it comes to building products. That's, that's what we're looking for. And what we found, Zalman that I think really kind of verifies that is when we did our research for Unknown Speaker 10:00 pandemic fundraising in our power fundraisers report, we found that the most engaged, peer to peer fundraisers came back for multiple campaigns at a higher rate in 2020. And I think it's because if you make the experience easy for them, then it's just easy for them to start, you know, engaging their audiences and networks, again. And if you literally create a wall where somebody cannot participate because of geographic, you know, differences on an event, then that's going to actually stop somebody that might be a big corporate sponsor, or Heck, somebody with a family that's all over the United States, right? Like, I'm Irish, we got a lot, right. And we might be all over the place if we wanted to actually have a team that was participating in an important cause to us. And I was in several different locations with the family, or my, my company or what have you. This helps solve that pain point for a lot of different things. So So what does it look like? Don't you know, isn't it just as easy as just like saying that all the math totals up? Like it's just that right, now? Let's get into what it actually means when we talk about national team? Yeah, and maybe this is a good time to actually show it. Yeah, we got we got a lot of good time. Let's get into it. All right. So I'm going to share my screen now. And Yep, we see it. Yep. Perfect. So I'll kind of walk you through a user flow here that, that I was thinking about, kind of simple user flow that we would expect Unknown Speaker 11:37 to see. Oh, I'm looking my screen around. Alright. Um, so Tim, recently shared on his on on Wait, where am I? I'm sorry, Tim, Tim recently shared on your local Slack channel, in our in our company that he's fundraising for this, you know, a CH Walker, or agloe Children's Hospital. This is all a demo. So we're gonna walk through this kind of potential or hypothetical. So Tim shares that he's that he's fundraising. Unfortunately, you can see he hasn't fundraised much yet. So 10 I'm not good at fundraising. So. Unknown Speaker 12:14 But he said that he on his note, he mentioned that he's actually fundraising for neon one. In other words, on behalf of me, I want for for apo Children's Hospital. So I want to kind of see how this works. So I come to this page, and this is Tim's page right over here. He says, you know, help me support this great cause. So you know, Greg, you know, in a regular flow, maybe I say, you know, Tim's a friend, he's a colleague, I'm gonna support him, I'm gonna make a donation. So Unknown Speaker 12:39 let's say I make a donation $150. And I click donate, I fill out the rest of the information. And I go through with the donation. Okay. But now I want to see how where is this connected to me on one? How's that happen? All right. So let's see, if I go to this Details page. You know, I can, I can see how much he raised, I can have these donate buttons to share buttons, recent donations, which, you know, again, it doesn't show anything. But then at the bottom, we see that he's a captain of the team neon one, walk. Okay, so what's happening here, so let's actually go to this, let's click here, this is links directly to the team page. And so now I'm on the team page. Okay. So let me take you through what's happening here. The way that we structured this Anglo Unknown Speaker 13:22 demo organization is that we have three campaigns, one of them is a walk campaign, one of them is a cycling campaign, one of them is a DIY campaign. Now, this is different from what we were talking about before, as a geographically federated event, where you have different, you know, I give the same one walk in different in many different locations. That's one way to implement this another way to implement where you have different types of events, you have a walk in a cycling event that are happening at the same time. And this is the walk at that and Tim decided to create a team. And he's actually the captain of this team on the on the walk event right. Now for good. And well. And notice it says walkers and this is the beauty of the neon fundraise product is just how flexible it is for creating different types of events, we can touch on elements around adding live streaming and endurance and other types of things here, this is just the basics of the platform where you can configure it to do whatever you need. If this even needed to be like a read a THON, or all this different stuff. That's what I love about this as I'm going keep going, keep going. Absolutely. So, um, so this is the team page. And you don't see it right now. But there is a link from here. And it's a you know, it's an additional widget in the sidebar, where you know, just like the one that we saw before, which linked from the member to the team. This link will leak from the team to the national team page and it'll show the relationship between the team and the national team page. So you can see that this team raised $720. But then if I go to the national team page, and I just have that open right over here. Now we see what's happening on a national team level. Okay. So he Unknown Speaker 15:00 Here we can see the teams, right. So the one that we just came from is neon, one walk, if we click here, we'll go right back to there, you can see that they raised $720. This is the one that Tim is the captain of. We have the team, the local team on the cycling campaign, which I told you about, and then the local team on the DIY campaign. And so let me pause for a moment to talk a little bit about the difference in a local team and a national team. You may have already kind of intuited this. But the idea is that one national team actually aggregates information from many different teams in different locations. And so in this case, it's on walking on a cycling event, not a DIY event. If you think about a federated geographical campaign, you're thinking of, you're saying, let's say you have neon one, Los Angeles, neon, one, New York, neon, one, Chicago, neon, one Vegas, and so on. And then you have your local teams in those locations, and they go on those walks together, you know, the team goes on walks together in those local locations. And then together, they bubble up, or they aggregate to this one national team, which we're calling me on one, right, so this is our neon, one national team. So this is where all the excitement happens from the neon one level, maybe neon one execs are interested in seeing this, everybody that is participating on the neon one level. So Tim, and all colleagues would be interested to see the the aggregate efforts that we've done together, and me as a as I also work for neon one. So I actually kind of want to join this the fun as well. Right. And so we have this big join Team button that allows me to do that. As soon as I click this join Team button, it'll take me through the registration process to join one of the local teams. And then by joining the local team, I'll act so I'll my fundraising efforts will also bubble up to to the national team as well. And we can see the amount raised across the entire across all you know campaigns across all teams that are that are fundraising for neon one, we see no stats here, we have three teams, you can see that here. That's not many, if there would be more, you know, would say more, we have 15 walkers. Again, not many are not not very many. But you know, but if there were more, I would show more. And we have the recent donations also across the entire Unknown Speaker 17:18 also across the entire organization across campaigns. You see the top reason donation is all in front. I kind of cheated here because I didn't actually donate but this is actually what it would look if I did donate to Tim's fundraiser. My reason donation would show up first, as one of the dollars. I can click here to see all the teams I can click right next to it to the walkers to see the walkers these are all the people that are fundraising across everything, across everything, you'd be able to see that and it says how much they raise it says what what campaign they're raising on so this is on the walk, this is on the DIY doesn't bagels on the walk, and so on and so forth. Unknown Speaker 17:53 Um, and what's fascinating is his research also shows these simple leaderboards, aggregating across all these different things. The research shows for peer to peer that that donors are going to get more activated when they see success like this. They're going to say what am I missing out on? And and then the fundraisers themselves, same thing, they're going to look and go, you know, what, why am I not up there? I need to move myself up. I want to actually be at the top of not just my local item, but the higher one. So we got some good questions coming in Zalman, I want to make sure that we actually address these can we control whether there are they are called walkers or readers for instance? Yes, absolutely. Actually, Tim mentioned this although in the beginning Yes, we can. We can you can control that we it's not even us on a campaign level or even on a higher level, you can determine what those what that term is. Yes, absolutely. You can you can you get to dictate that. So So what other what other time types of things that you want to call out cuz we got about 10 minutes. still continue to definitely have questions, folks to like, Kim, what other things are really cool about this that you want to highlight for what event organizers and fundraisers would be able to take advantage of here? Unknown Speaker 19:12 Great. So one thing that I did want to call out here, just as a kind of a side note is that I'm showing you only the front end of this right the front end kind of site and the flow the user flow from one page to another to find your your national team. There's also obviously that administrative side which we're not going to show today, but the tools are all in your hands. On the administrative side, you set up the national team, you set the name, you set the goal. You set the custom URL, which you can see here is neon one at the top Unknown Speaker 19:44 with a description and maybe some custom data, an image and so on and so forth. All that information is added in the administrator on the administrative side in addition to people who are able to manage the the national team. Unknown Speaker 19:58 In other words, they're able to log in on the front Unknown Speaker 20:00 And come in here. And they're able to make a lot of those changes as well like the national team that you know, the images on the page, which I did before, you know, before we did this webinar, I made sure that we had the right images, the title, the message, the goal amount, and all that stuff is all editable by what we're calling a national team manager who can log in and have all these options. So all that is, is all that in other words, the setting up of the national teams and the setting up of the managers, the national teams are all in that administrative. So all the all the all of the admin, so all those those options are there. That's one one point that I wanted to make. And one other point that I wanted to make, I mentioned it to Tim earlier, this is this is something actually that brings together what I mentioned earlier about, about bringing things together, I mentioned about about live stream. And so if you heard about our live stream feature that we released last year, great. What we're doing here is kind of that, you know, if you put it in the course of building national teams, it was the way we built everything. And the way we think of things coming together meant that if you have national teams set up, and you also have live streams set up on a national national team manager can log in, come on to this page. And instead of changing the image to a different image, they can actually launch a live stream or they can embed a live stream from Twitch, YouTube or Facebook. And people can come and go and view the activity that's happening there. And they can view the live stream and so on a national team level. And we don't The truth is that we don't even entirely know how this could be used. And we're we're we're excited to see how are you know how our organizations are going to put these things together and use them in creative ways. It just brings out kind of our philosophy about bringing things together and things working together and combining it as many things as possible. So and we do have another question from Kim. But I do want to point out even some stuff that I was watching the last few weekends, we had two really great events that I think we're gonna see national teams kind of change how people think about them. First, we had choc foundation do some really awesome live stream events for their audience. I was even watching it while Unknown Speaker 22:10 you know, giving my kids a bath. I actually like tuned in for the live stream and they had Unknown Speaker 22:17 during the live stream on Twitch, I was donating and watching the guy who voiced yakko from Animaniacs like talk about the event. And then they were able to shift it over to to something else that was happening and they've even had like, everybody always thinks it's gaming right for live streaming. And it's not then AIDS Walk had another event recently where they had some some drag queens just having a conversation and and imploring people to go and do their own live streams during the walk that they were encouraging everybody else to do. So it's really, really cool. Unknown Speaker 22:51 Do you have to grow a goatee to use the system? Unknown Speaker 22:56 came up, we are going to answer your other question by the way, don't worry, but Unknown Speaker 23:01 you do it is required. Well mail one to you will mail one to you if you don't we do a we do have a lot of facial hair on this. So thank you rich, it's a very fun question. Control item, can we control whether someone is accepted as a team member? Or turn off the join Team button? Unknown Speaker 23:19 We can turn Yes, you can control whether the team button appears on this page. Absolutely. Awesome. Awesome. Um, let's see any other questions when it comes to that anything else? And we've been working with some clients to get this set up. Right? Do we have somebody else to show? Yeah, I actually wanted to show this to you. So this is a live client site National Kidney Foundation of a national team page. And here you see that the numbers actually in the now these are real numbers, because these are real, nothing more than what we demoed. But these are real numbers, right. And so this is a national team page that goes across kidney walk events. This is a geographically federated event where you have a walk in many different locations. And they bring together these Unknown Speaker 24:09 different teams and fundraisers based on the national team. And so you have, for example, the list of teams here Unknown Speaker 24:16 on the various campaigns, and these are all part of the national team, you can see that they're actually not necessarily even named that the same as the national team, but they're all still associated with it. We have this, you know, it loads up, you know, a certain amount, you can load more, you can view more. And they have a lot of teams here. They have 152 teams here, and they have 751, fundraisers, they're all aggregating towards this one goal we have we see the recent donations on on the national team page, and so on. So this is already a live instance of a national team page. You can see that they chose to not actually have an image here. They were talking to us we're working with them to create a default image for all their national team pages because they don't Unknown Speaker 25:00 Really want them to change across different, different pages. So that kind of gives you an idea of what we're able to do like we're able to work with you to set it up exactly how you want it to be. And so this is a great, I mean, this is a perfect example of what we're working on and what we're looking to do, what we're looking to accomplish, and what we're what we're looking to you to accomplish with, with this, this feature. So rich, rich coming in with another great question that you kind of kind of helped queue up, which is who So okay, who do we talk to? We want to start to set up a real program. How do we get started actually, is this Ready to go? Like, are we ready to go with this? Yeah, yeah, this is ready to go on. We have our client success. Unknown Speaker 25:43 People, our client success managers that are that are wet ready to talk to you. We the way that we you can send us a support request, you can email us the Help Desk at rally at. I think he's helped us rally calm. I still think it is to get going on that we're updating that we're still Yeah, exactly. We're still working on that. But But yeah, reach out to, you know, to the agent that you've been in touch with for, you know, for onboarding or our support team to get the conversation started around this. And we will definitely you know, will be on it. Awesome. Awesome. Let's see, is this separate from neon CRM? So yes, Kim. So I'm actually going to be touching on in our June webinar, kind of the broader world of neon one integrations. And what's great about what we do is that neon fundraise is a platform just dedicated to amazing peer to peer fundraising experiences. It does live streaming fundraising, I bought a Fitbit, just so I can have it sync with the Strava integration. And so this is a separate product, but it syncs all that data into the CRM. The CRM is amazing for working on donor retention and understanding a holistic picture of somebody but you're not going to use that to do this type of event. But Zalman we're actually going to touch on this in a few weeks to we work with and actually our next webinar is is is focusing in on one of our other CRM integrations, how do we typically work with CRMs for the neon fundraise product just to touch on Unknown Speaker 27:17 um, yeah, I mean, we integrate with with neon CRM, we send our donation, any donations that come in through neon fundraise go to neon CRM, any registrations, people that register, they go go as well. And so and this is also a constant thing that we are trying to improve upon and making sure that clients that are using both have the best experience that we can provide. Absolutely. And that's why we're going to continue to invest in that CRM integration, our Salesforce integration, and all the other core constituent relationship management systems, because a enterprise peer to peer tool should absolutely talk properly well to your CRM. And that's one of the things that helps us stand out above. And so neon CRM users can definitely leverage this out of the box. And even if you're using something else, we're going to be able to support you, which is pretty, pretty awesome. And also not typical for the industry. Folks, by the way, a lot. A lot of people build the walled garden where we're the open curated ecosystem here. So we got Zalman, we got one more minute. I know that half an hour did go by so any other final parting thoughts that you want to say? What's the future of this? Where do you see the future of of national teams and in kind of where we're going? Unknown Speaker 28:29 It's really hard to imagine we want to see organizations, Unknown Speaker 28:35 you know, to use this as a way to increase their fundraising, Tim, that you you mentioned, it touched upon it before, what can I do with this? I can I can get corporate sponsorships, maybe I can get partnerships with corporations, large corporations, small corporations, that can then go to their employees and say, Hey, join the run in your location, like we're all on remote now. Right? COVID made us all remote. And so now, you know, we have a national team that has kind of local team and all these different locations, wherever you are, come sign up, maybe we also tie this in to employer matching. And so now every donation that comes in or that or that, or that I'm able to, you know, get our either donate and aggregates, the national team now the that, you know, it's clear exactly where that is in the national team represents the corporation that can now match all those and then we just doubled everything. And so the options here are endless. And we're very excited to see how you're going to use them. Awesome, awesome, folks, again, we're trying to build content that is 30 minutes. Unknown Speaker 29:37 You know, quick insights into what we're doing at the neon ecosystem. Zalman want to thank you for your time today. And folks, we're going to be following up with the recording. We have more resources around this particular feature. come in as well. Saman, final word for you anything for the crowd before we sign off today. Thanks for joining. This is great. Yeah. Awesome. Folks, then Unknown Speaker 30:00 Thank you so much today we'll talk to you soon I know at 30 minutes wow I'm not like I'm used to just talking so much I we got to do more of these. So, folks, let us know how we can help again talk to your client success manager client success at Eon one calm or if you aren't using the neon fundraise product yet, let us know we'll be in touch. Have a good day. Go jets, chiefs. Okay. Bye, folks. Thanks for joining us. Transcribed by https://otter.ai