Unknown Speaker 0:04 Good afternoon or late morning, depending on where we're talking to you from. This is Tim Sarrantonio, head of partnerships and business development at neon one, very excited to introduce you to Sofia today. Hey, James, good to see you. Unknown Speaker 0:25 And so Unknown Speaker 0:27 we're gonna be rocking some workflow stuff today, Sophie is going to be be doing that for us. Just gonna go over a few housekeeping items. If you go to the next slide, we'll kind of cover those. First this is being recorded. Unknown Speaker 0:42 So you can go to the neon one.com website. And under the resources and events section, this will get loaded in probably by in the today at tomorrow at the latest. Unknown Speaker 0:57 And so we got some people who are having some audio trouble. So I do want to actually test the audio for folks because sometimes, you know, some folks are having issues with that. So we are going to be taking questions so to test the audio and to make sure that you can hear me and also hear Sophia, can you tell me where you are talking to me from where you're calling in from? Alright, we got audio. Okay, we got john from Arlington. We got Baltimore we got Oh yeah, here we go. LAUREL in Buffalo. Hello. We got San Francisco audio sounds great. Thank you, Amanda. Denver. David looks like we fixed your audio problems. We got Texas we got Michigan. Hey, Sophia. Where are we talking to you from? Chicago. Hong Kong go home and neon one. me. I lived in Chicago for 10 years. But I am actually in upstate New York closer to Kayla from Vermont. I am in niska Yuna, New York. So awesome. I'm really happy that all of you folks can join us today on this beautiful Tuesday. It has been raining like crazy here. I don't know what it's been like in Chicago. Sophie same? Yeah, it's not 100 degrees, and it really humid. It's raining apparently this summer. Yeah, no, it's it's, it's 2020 ones great folks. So what we're going to be doing is, is we want to make sure that we're saving you time, so we don't want to waste your time we're going to get into it. So we're going to actually be going into a very practical usage. Unknown Speaker 2:40 Awesome, thank you. We got folks coming in from beautiful clear in sunny San Diego as well. And so let's say you are the folks from Spokane, or San Diego, or Richmond or any of these places, and you don't want to listen to us, you want to free up your time. And you want to get back to getting outside or spending time with your kids or all this type of stuff. What we're going to be covering is how to leverage workflow automation to do that. So we're going to get into a very practical focus. And we're also going to kind of touch on some of the cool things that our CRM can do. And many of you are using our CRM. So this is a highly requested webinar. And so next slide, Sophia, in terms of what we're going to actually be covering today. And we're going to get off the slides like at most, six more minutes of slides, that's it. Unknown Speaker 3:36 This is really useful if you want to understand how to leverage and why to leverage workflow automation. And this is one of those things that we don't want to just use buzzwords, or like techie terms, what we want to do is lean into why you are connected to your donors. That's what the point of this is. So we want to talk about the importance of workflow automation. We want to identify the top things that you identified as top workflows. So every single workflow that we're going to talk about today is drawn from that little item that you put in the RSVP for this form. Hi, what do you want to automate? Let's do it. That's what we're going to focus in on so we're, we're focusing on the top seven Unknown Speaker 4:29 clients and potential client driven workflows. But we also actually have something to talk about that is not related to the the actual functionality of the workflow feature because a lot of you were like, hey, let's talk about email. So we have something special for you too. Unknown Speaker 4:47 And so how you can even get started with today. Now. Sofia, what are we not going to talk about today? Unknown Speaker 4:55 What are we not going to talk about today? What are not going to talk about today? How to waste Unknown Speaker 5:00 Time. Unknown Speaker 5:02 What are we not going to talk about today? We are not going to talk about. Unknown Speaker 5:07 That's a trick question. Unknown Speaker 5:09 What we won't learn is we're not going to get. You're looking at the slide, Sophia. Oh, yeah. Yeah, we're not gonna get into a deep training on how this works. Oh, yeah. And we're also not going to dive deeply into system emails, Sophia, you're going to talk about system emails very quickly. But we're not going to dive deeply into that. So just to add some context to that, Tim. So as we got feedback from everyone, and thank you so much, because it's great to hear from you directly, what you want to automate what you find useful within something like workflow automations. And a lot of things did come up. And like the asks that actually can also just be accomplished within our system email function. So we thought it'd be a good quick refresher to highlight what system emails can be used for, since that came up quite a bit from some of our existing clients as well. Yeah. Excellent. Excellent. So Sofia, you're going to be walking us through the actual functionality in a bit. But tell us about you. What's your background? Why is this a passion for you? Ah, I know, it's kind of silly to say that automating things and systems are a passion of mine, but give you first a bit of background, I have over 10 years of experience in a variety of fields, kind of all related in SaaS, Software as a Service, CRM, email marketing, and digital advertising. I, a majority of neon staff actually comes from having worked in nonprofit, I come from the volunteerism side of things. I've led various volunteer groups in Chicago, if some of you might be familiar with an organization called Chicago cares. And I worked at target for quite some time where I did human resources for a store that evolved into human resources for a district that evolved into doing the corporate social giving, as well. So it was able to connect with communities and lead volunteerism efforts through my work at Target. And a little fun fact about myself. I English is my second language. I mean, I was born and raised speaking Greek and I actually learned how to speak English from Sesame Street before I went to school, and why automations and workflows is a passion of mine, I think in life in general, it's a passion of mine to be really organized and have a process in place. So that I'm not having to spend extra time doing these things, that something can be like something or someone could be doing for me, so I can free up my time for me free up my time for my family. And I think, you know, tying it back into our conversation today, of course, so things are going to be beneficial to you as well. workflow automations will help you save time for your personal life. But the theme here is, you know, being able to also use workflow automations not only to save time, but to help with that end goal of increasing donations. Absolutely. Absolutely. And just kind of a call out in terms of what we're going to focus in on today. Joel, did say, look, hey, you know, you know, you Timmy, you've been talking about forums for a while. And what's really nice is, is a lot of the elements of automation that we're talking about here are going to tie into our form upgrades that are coming out later this summer. So Joel, don't worry, it will be coming. But today we're gonna focus in on workflow. So what we're going to do is and funny, Sophia, by the way is that target employees helped actually through Chicago cares, paint the mural at the nonprofit that I worked at, called the arts of life in Chicago area. I might have done that you might have done Unknown Speaker 8:35 that last time. Oh, cares and target. Awesome. Okay, so John's already asking about workflow automation and some other things. I want to go out on midnight. Okay, so timing, Sophia, somebody's asking about timing. Like, literally, I wanted something to come out. So what are we going to dive into? So I know people want to actually see things, we're going to really quickly touch on the seven top workflows as well as system email elements. So what are we going to be doing today very quickly for folks, because this is a kind of a compact webinar, by the way. So So walk us through the basics. Yeah. So we'll have you know, and we've already started have a bit of an overview of why automation matters, like what an automation is, versus what is not so clarifying our system email functionality, which is a level of automation, absolutely. Our top workflows that organizations should consider. So we source feedback from you all that really just aligned with the data that we're finding and processes that can be automated within nonprofits overall. And then we're going to walk through how to get these workflows set up in neon CRM. And then with Well, I think we'll have at the end some time for some q&a. But um, you know, I think these workflows if you're a neon CRM user or not a neon CRM user, they're really visual. And this is something that you can just take and adapt directly into your system, whether it's on your own through our guided resources or through some Unknown Speaker 10:00 Personalized consultative training with our team. Yeah, and and the handout actually has direct contact information for if you're not a client, you can actually talk directly to Sophia. If you are a current client, we actually added the direct contact information for client success. So your dedicated manager can reach out to you. If you look at the actual handout, we might show the picture later. That's mongoose Mike. On our team. That's his nickname. That's the picture that I chose for representing our client success team. But like somebody will definitely be able to connect with you. And yes, Jennifer, we're going to talk about email deliverability. But let's go go over the basics real quick. So first and foremost, why does all this matter? Well, first, in the next slide, how and what are his workflow automation, so So lots of different systems do this out there, folks. The reality is, is that like, we're humans, we only have so much time in the day. And so what we want to do is get off and I have him like, right here, I'll show you, I got him on my desk to write those post it notes on your dad's hosted paper, notebook, hot mess, mass, Unknown Speaker 11:15 posted on your, on your on your desk, folks, for something that you should be doing, what we're going to be doing is getting rid of that that's what a workflow automation is, is tossing things that you could be doing with a computer off your desk, so you don't have to do them manually. So there's three main components to a workflow automation. So we're going to talk about emails, that's like a very basic one. And the system actually has some some built in features, we're going to touch on that. But what this is, is an extension a deeper feature, that neon CRM offers that a lot of other CRM for nonprofits actually don't offer. And what this means is that you're going to have three components that Sophie is going to walk us through a trigger, a target and an action, a trigger is what's going to make things start. Some people mentioned time, some people mentioned, you know, things like a recurring donation, we're going to touch on all a bunch of these targets is like, is it everybody? Is it a few people? Is it something about a person? What's going to make that focused? And then in that segmentation, right, like, is it exactly your constituency? Look, and and, and a new Unknown Speaker 12:32 tap network. And TechSoup report actually found that the vast majority of nonprofit folks are not even segmenting their emails, let alone this level of personalization, we're gonna get into why this is important. And folks, I will be paying attention to the questions I see at the corner of my eye, some stuff piling up, so don't worry, we're gonna get to that. And then finally, is what do you want to have happen? And the AI actually allows you 15, I believe, 15 different engagement points beyond email. So we're gonna get into some of these cool things. But why is this important? next slide is first 74% of nonprofit professionals actually cite that the biggest benefit to having a workflow automation, like what we're talking about today is because they're gonna save time. And that's because 86% of you, out there are doing stuff that you shouldn't be doing, you didn't get hired to do. So let's take that off your plate. So that's very selfishly, but importantly, focused on you. We want to save you time. Unknown Speaker 13:41 In turn, your donors actually have expectations that can really make or break your revenue 70% of consumers, donors, things like that, actually expect a personalized engagement experience. And that's beyond putting the first name field in an email. So that's what workflow automation should be focused on. So you got to step back, and you actually even literally need to chart out What experience do we want to have people have during the donation and revenue process or even elements around your programs, we're going to touch on that too. It could be events, it could be a few different things. It doesn't have to be revenue based. And that's a really important differential between what we do. And other systems. A lot of systems only talk about email. We're going to touch on email very quickly. But we're going to go deeper than that. So Sofia, let's make a quick word about system emails. Once you walk us through that, why you know Unknown Speaker 14:43 what? Unknown Speaker 14:45 system emails are automation and workflows are automation. The difference is between a single like a set trigger with one set action, which is going to be an email, a donation being made. I'm going to trigger an acknowledgement email. Still customize and personalize to Unknown Speaker 15:00 that individual with their donation date campaign they donated towards their name. So all that personalization, but again, the difference is going to be a set trigger a list of set triggers that we have that go beyond just donation appreciation, event reminders, membership renewals, that actually a big part of that is handled through system emails with actually a series directly in there for those membership renewals, those dues that are due. And versus automation. like to mention that is going to be various triggers that you can select from and a series of actions. Both actually are just running in the background on the system working for you waiting for something to trigger, that donation be made or others triggers that we'll look at an workflows and then that thing, that action will happen for you the system emails set trigger, and then that email that will go out. And what's really fun. And folks are, oh, this is great, because folks are bringing up so many different types of automation. Somebody even brought up like I somebody's credit card expired, like what do I do about that, we can definitely get into the notifications. But we're actually even looking into the fact that we're PCI level one compliant with neon pay now means that we can actually start to look into in scope, safely and securely, securely updating people's credit cards. So there's a lot that we're working on over here. But what we're going to do is dive into the specifics of workflow automation, some of you are bringing up some items. So Sofia, why don't we get into the seven different examples? And then let's get off the slides because we're actually yeah, let's let's just jump into this. So starting with mid level, mid level donor engagement, Tim, you want to say a quick piece on why this is important? Yeah. So what we're going to do is we're going to touch on the few workflows that Sophie is going to walk us through, I'm just going to give a very quick note on why you should care about this. So mid level, donor engagement is actually really key, we're seeing that 2020 actually had a large amount of small dollar donations come in, but the vast majority of money is still coming in through quote unquote, major donors, maybe $1,000 $5,000. and above. So that leaves the mid level donors, maybe $100 to $500. These people need love. So this is a really good one to think about. Because these folks eventually upgrade into the major donor category. So again, this is a downloadable, you'll see a little bit of context for each of these in each slide. So Oh, yeah, Laurel, we're excited for that too. Don't worry and Apple Pay and Google pay are coming to Unknown Speaker 17:39 y'all. Yeah, no, we are. So donate donation anniversary calls. So today is my wedding anniversary. Okay, so eight years, it's copper, or pottery depending? And so that's important. If I forgot that, and I did not, that would be a big deal. Unknown Speaker 17:59 Same with your donations, you should take that same level of care. When it comes to, hey, somebody entered into our world for the first time today. Let's give them a call. How can you automate that you can't automate the call? Sorry, we're not at robot land. You got to actually make the call. We're trying to make fundraising easier. fundraising is not easy, though. So you still got to be able to do some work. But at least you shouldn't be sitting there going. Okay, I got a call Bob. Like on the 13th. Let me look at my Outlook calendar. Maybe we can kind of automate this. And this is the same for new donor check in two new donors actually have according to the Fundraising Effectiveness Project, new donor retention rate is around 19%. It's awful. Unknown Speaker 18:49 The vast majority of people who gave to you in 2020 are not going to come back. I'm sorry. But you can fix that by welcoming them with a check in series. So we're going to walk through that next slide. Again, we're gonna get we're going to actually go into these. Unknown Speaker 19:10 Yes, workflows, we'll get a design upgrade, similar to what we saw with all the emails we're working on. We did the primary builder, then we're going to work on the system emails that we'll touch on very quickly. And then we're going to do workflows as well. Everything's going to get a design upgrade. We know. We know. I think I think it's okay, but it could be better. You're bored. Unknown Speaker 19:36 It's boring to have to remind yourself to email them or report, automate it. So we're going to use events as an example. Next slide. Unknown Speaker 19:48 New donor welcome series. Again, we're really focusing on the importance of new donors for a lot of our stuff right now because retention, return recurring, converting Unknown Speaker 20:00 to larger donors, it costs $1.25 to acquire a new donor for $1 you get $1 it costs you $1.25. That is literally Jim greenfields book on that type of thing. Okay, so let's make it worth it, keep them coming back, a new workflow that got added was around our windfall integration. So any windfall users where the data is coming in scanning the database bi weekly, why don't you get notified about that? Why don't you assign prospects for that? Why don't you welcome that person, you can do that. Now we're going to touch on that. And then the final one is pledges, pledges, there's some base pledge stuff, we're going to actually go into the deep elements around pledges. So Sophia, take us off the slides, we're already a little bit later than we want to be. Let's go into the CRM itself. So into the home base, for those of you who use you use the CRM, and those of you who don't get a little sneak peek at what it looks like, I will actually not gonna spend too much time on this just in the interest of time, but I wanted to pop in just to remind those who had some questions around emails that seemed to be really simple trigger emails that can be accomplished within system emails, and letters can have some letters ready for you to print interfaces, the same, right over there, look at all the stuff that you can do. And you can even do conditional. Now. There's lots of personalization in here. But you know, the differences again, there's typically going to be like one action one email, except for membership renewals. There's multiple emails, which is really awesome that that's inclusive in system emails, you can expand upon that within a workflow. Absolutely. But for example, like donation, appreciations came out like we want to see that I just want to point out that that is an automation but it's in our system emails, a level one of automation will refer to it as donation appreciation, I have it turned on that every time a donation comes through an email acknowledgement will go out to that individual. Even pointing out here, event registration, reminders, or acknowledgments with all that information that receipt that tickets so to speak. The reminder with that, and then membership registrations this came up a couple of times in the in the responses from you all. And although we can build something out in a workflow that inserts or maybe like a task to call someone wants their past do your emails can be covered here. For enabled emails can be scheduled out around that membership, due date. And there's some customization on when you want those to go out. So just wanted to highlight this because some things did come up that wanted to make sure to revisit system emails. And again, the personalization is like different conditions like donate to a certain campaign, they get this version, the capital campaign version donation of a certain dollar amount, you set these criterias, they get a different version, or keep it as simple as having one template ID donation appreciation response, for example, but how it's going to be personalized here or through these tokens, right donor first name, why not throw the fiscal itemized donation table and the initial the one off acknowledgement, why not give the history directly in that email, the organization's name, the donation date, the campaign they donated to so all these personalization tokens were essentially could have one template of communication for acknowledgments that goes out. And it feels very personalized to that individual. I will digress on this, I think it was just worth the revisit based on a lot of questions that came through. So just keep in mind, there's multiple places to do automations within neon, system emails and letters, level one of automation and workflow automations, which you can access here in the tools. I use this while you queue up workflows, I actually use this for my comic books in literacy, nonprofit, whenever an in kind donation comes in, I have a slightly different type of tax language for in kind gifts, that even inserts a donor note of what was given. So there's a lot of things that like, it's important to walk through and chart out the expected behavior of the technology, and then align the technology. So let's start doing that with the workflow examples. So I'll start with our mid level donors. So again, thinking about workflows, I already created this, but I'll still take us through doing it ourselves because it's, I think, pretty straightforward, but starting with that trigger. So I already selected the trigger that a donation is created. And you can see here I'm just going to pop into change a trigger to do a quick overview on all the various triggers really almost anything can trigger an automation or workflow in our system. And even more enhancements are in the pipeline as well as we talked about our new form builder going to be inclusive some items on there will be inclusive with updating automations. So as I'm scrolling through here, like prej created I'm just gonna scroll through here y'all can see volunteer application a peer to peer fundraising page was created. Someone said yes, I'll help spread the word. We'll talk about one fall getting notifications as we have wealth updates, date triggers that came up even earlier today. First donation date last donation day pledge due date a recurring donation Unknown Speaker 25:00 was scheduled, and even just selecting dates and general campaign start date event registration, closed date, picking a day on the calendar, just to have the initiation of like a workflow based on what you might be announcing to your constituents. And then when we go into conditional that this gets me really excited. This is actually part of forms already. Because if you think about forms right now, as it exists today, and will still exist in the future, we have unlimited custom fields to the system. So when we think about conditional one great use cases, any like unique field that's completed on the form, can trigger a workflow, any changes in a record can trigger a workflow. Unknown Speaker 25:43 So popping back out of trigger, I selected my trigger that a donation is created. And I guess I want to digress for a moment here. Because the theme here is using workflow automations to help increase donations. And of course, some of these workflows are going to be time saving, and that's going to in turn, give you that time to focus back into your fundraising and development efforts. However, quite a few of these like this mid level donor engagement, we want really an end goal, what is my end goal with this mid level donor engagement, my end goal is to convert that new that mid level donor to a recurring donor, let's say or convert them into making a subsequent donation or into a major donor. So always think about that, as you're creating these sequences. When it comes to engaging with our donors. What is the ask. Unknown Speaker 26:29 And then like we saw earlier, we have our target. So this is where you're kind of filtering your segment your audience. So my trigger is every time a donation comes through. And the donation is basically in a range of $100 to but like less than $500. That's just the criteria I put here. like to mention most on average, we're looking at middle range donors being anywhere from like, like $100, to under $1,000, I just set this criteria here for myself, every organization is a little bit different. But that shows you as where basically here I'm saying that anyone who is that has donated 100 or more, and then up to $499, I'm considering them a middle donor or a middle range donor. So now our actions, we'll look at an email action here to give us the notification to call. But I just wanted to pop into actions as we're looking at our first workflow here how much it's not just a drip campaign, which certainly this is used as a drip campaign, like a marketing tool, a series of emails spaced out by time, and like behaviors and actions. But you can see here, we can send that external email, assign a prospect, add a volunteer to a volunteer project, add a note on an account, which is awesome. Mark, someone has your favorite email reports, we have an obviously we showed you we have a workflow about that create an activity to do a task and we'll talk about this if then branching logic think of about suppression, as we're asking, asking, asking, well, we don't want to keep asking someone again, when they already took that action. So that if then branching logic is great. Sophia, this relates to an excellent question in terms of like our system emails is going to trigger first, or is this going to trigger? You know, afterwards? And and I would answer pretty reliably that system, emails are going to trigger pretty much automatically, like somebody makes a donation, that's the receipt that they can expect, with a few caveats one, unless you suppress it, because you can actually say don't send this person a email. Okay, a good example, don't send a grant donor to the campaign equals foundation grants an email. Okay. So if you let's say you have a campaign equals foundation giving, and you say don't send anybody email, then they aren't going to get anything. So somebody was asking, Well, people aren't getting anything, check on that. You can also get checklist support, but like there's an area where you can actually check if system emails are firing off, it's actually under the emails. Yeah, tab under says directly and directly in that person's record who's saying that they're getting this we can see that a bounce of city hit their inbox and maybe just filtered out. But to answer that question, as well, Tim, and I'll speak to this and another workflow that we'll see here and one of the donor welcome series that actually you can have it in such a way where let the system email do its thing live. And then before that next engagement email goes through, you'll insert a delay here, delay three days before sending that next communication to this new donor. So let's let the system emails always do the acknowledging and use workflow workflows in addition to and you can set it up in such a way where it happens a day after or two days after five hours after that's, that's where this is where like technology doesn't solve everything, folks, please Unknown Speaker 30:00 Write out like, literally, this is where a notebook does help write out the expected flow that you think your donors going to experience, we're going to see this especially, you know, in this series right here of the mid level donor engagement or the 30 6091. Like, what do you think is going to happen? And then match the technology flow with that a lot of folks just go, Well, you know, that the database programmed in this way. Yeah. Look, the tech is dumb, sometimes let's be real. So what we can do is lay out the tools for you. And then you make it come alive. And we're going to invest more time into making it super obvious for you. But Unknown Speaker 30:44 map it out it, I want to give workflow, some credits I've I've I've had other tools, some other tools that you've, you've highlighted to that it costs 1000s of dollars to incorporate into b2b organizations, or nonprofit organizations sometimes adapt them to this is pretty powerful. And I think visually, it just like clicks, right? Because again, like you said, we have our target. And just to kind of close the loop on this one and move into some Meteor automations. People are saying, Hey, I thought this was a half an hour, so you know what's going on? So let's look at these. Yeah, so these workflows don't have to be like 1000 steps, each workflow, some are gonna be very simple like this one. The purpose of this workflow is to let us know that we need to make a phone call to a mid level donor. So donor donation created, we have our target audience hear donations of a certain dollar value, and then this internal email, I think you guys are really gonna like this. So you can assign a task. But how I mean, I'm going to have to ask the question, how many like board members are not going to go in a system and like Mark tasks completed. So let's make this task and this assignment easy. So let's populate that mid level donors information. So I have been here he is my executive director. And Ben likes to call all mid level donors and or someone else likes to call major donors. So I have an email here populated for Ben, every time a mid level donor comes through with that target we set up and that trigger, we set up, Ben is going to get the donation date of that donor, the dollar amount, the phone number to call that donor, and why not give him all the donations that donors made this year so far. So he has more context as he's going into that conversation. And that's it. So now our executive director who's never going to go into system, every time a middle of a donor comes through into our system, he gets that live notification, in an email with everything that he needs to pick up the phone and make that call. Unknown Speaker 32:34 So a simple workflow, and not all workflows have to be 10 status. But I think this is really impactful. Because again, like Tim mentioned, with stewardship and engagement, doing things more immediately more personally, goes a long way with our donors. And this way, you're not having to pull reports, send a report that has all these columns and fields, it just happens as it happens. So again, just to emphasize here, when you set up a workflow, it's just working for you all day long. It's that second pair of hands for you, it is always waiting for something to trigger. And this trigger is a donation that is created, that's going to target our mid level donors, that's going to assign that phone call, give that information for that phone call to our executive director, let's say so you can just easily have that information right there in the email to make that phone call. Unknown Speaker 33:16 Now popping back into let's go back here, and I'll pull in another one. Unknown Speaker 33:23 Oh, there is a back button. But now that I know that I just effectively didn't use our back button. But Unknown Speaker 33:31 let's go to to webinar. Unknown Speaker 33:35 Now, as Tim mentioned, you can have as many workflows created, and you can deactivate some and reactivate them, copy them. And there's a certain amount based on the package you have that you could have running at once. And then I'm going to go back and edit this one. So you can see this what we've created here. And since we've already talked a lot about triggers, I'll point out and highlight the trigger we chose here so another date based trigger. So a first donation and then speaking to the question earlier, what do we do I'm delaying this. So one day after a first donation is made, why am I doing it because let the system acknowledgement email do its thing. I don't want this donor to get three, four or five emails from us all at one time all at once. It doesn't seem It doesn't make sense. I wouldn't appreciate that as an end user as a donor. So I delayed this so after one day after a donation is made and just to show you quickly here I selected first donation. And then you can see down here I said one day after but you can see the the variety of things we can do we can do. I guess after only on this one, and I speak this, I pick the specific time that I want that to go out as well. Unknown Speaker 34:39 And then I'm targeting all donors. I think it's important. Well this is a this is a one year anniversary when another short one so all donors we don't need to filter out who and then I did another delay for 364 days so basically I'm getting even though in system emails I want to let you guys know we have a donation anniversary trigger. This literally says Unknown Speaker 35:00 donation aniversary for sending out that email, you can BCC yourself. And that can be a notification for you to pick up the phone and call them. However, what I built here is very, like similar just showing you to do a task instead of an email where I created a task for that system user, that executive director to pick up the phone and call everyone every day that they hit their anniversary for having contributed to the organization ad for one year. And I think some of the meteor ones, I'm kind of going a little quick here in the interest of time, yeah, I want to make sure to give you the meaty ones that I think, really tie into the theme here about increasing donations and therefore engaging with our donors. So I'll go to our 3060 and 90 day donors check in sequence. So this is going to be a combination of drip emails, as well as actions to make a phone call. So as I'm going here, I have a first donation trigger, and I'm going to say 30 days after the first donation is made, I don't care, you know what that person donated, it's gonna be for all donors, we're gonna have this external email, this email, go to that donor that, you know, has these personalized tokens. And here, I just added some context. You know, I think for that first engagement piece, just highlighting some of your successes and goals, successes from the previous year goals for the current year, this is all content that you'll already have developed. I know content takes a lot of time. This is probably stuff you can pull from your newsletters, stuff that you can pull from highlights on your website. But that's just like kind of the advice and recommendations that I would give here, maybe some upcoming volunteer opportunities, new programs that you all are working on. But ultimately, the purpose here is to have some kind of engagement with our donors as a 30 6090. Day check in that includes a phone call first action here is going to be that email another time delay for 30 more days, they'll get another email. And now I'm starting to tug at the heartstrings a little bit, I'm telling the story, right. This is agloe Nature Center, my fictional nonprofit, that works a lot with owls. So I'm telling the story about our oldest owl here. And then my third email, I'll talk about in my next sequence, I'm going to get in hot with the direct asks and what I'm really trying to achieve here with a subsequent donation. But in this instance, so now I have two emails that were spaced out. So my 30 day check in was an email my 60 day check in was an email. And now my my 90 day check, and let's make it a phone call. So we can do this simultaneously. We can have, you know, like I showed you earlier, we can have an email, give the information for that phone call, or I'm personally loved task list and being able to have oversight to make sure things are done. Or we can assign a task to that system user, that development director, whomever it might be, who would be responsible for that 90 day checking call. Unknown Speaker 37:42 It's nice to mention that tasks are reportable on. They're customizable in terms of your statuses and your dropdowns. Lots to like highlight there. But again, in the interest of what we're here to do today, this is starting to give you a good high level overview and the concept of 30 6090 day check in and how workflows can just be doing this for you all day long every day. And then popping back into workflows. Unknown Speaker 38:06 And we said we were going to do five, but we got really excited about all the feedback y'all gave us. So we have, we have like seven. Unknown Speaker 38:13 So we go here to four webinar. Unknown Speaker 38:18 And yes, there are examples in the slides that kind of chart this out. And then also, there's a helpful, high level introduction to the kind of the basics. And then also a deeper advanced training that we've created in neon one Academy, absolutely for free for everybody. So take a look at the slides, those are in there too. Unknown Speaker 38:42 And then so this is an interesting one, because a lot of like a lot of times people think of automation is only like drip campaigns like a series of emails. But you've already started to notice with the task assignments, or the internal emails that give us the information to take that action, there's much more that you can do with workflows. So I get excited about this one, like sending reports to system users. And when I say system users, we have unlimited system users in our system. So even if that director or that board member is not going to log into the system, create a user for them just for the purpose of being able to send them an email with these reports directly through the system. So I have a trigger here that as for you know, sometimes we create our events in advance. So basically, having one automation that is triggered a day after registration closes for any of our events this year. So that's my trigger at a day after the event registration closed date. And you can see here like you can as you're doing this trigger, Unknown Speaker 39:42 you can filter and like say all the events, specific events, whatever it might be. And then what I have here is sending a report. So our reports are also like hyperlinked. I have my report list here. And then those reports are dynamic once that hyperlink is clicked on everything. Unknown Speaker 40:00 With that new information, assuming the scope of your reports are dynamic. So just to kind of back step here with this, take a step back for a moment with this workflow, we have it set up in such a way where you know, you have all your events for the year created, or as you create new events for the year, they'll be in the system. So this is going to trigger a day after the registration dates closed. And it is going to send that report to everyone that I've selected here, multiple board members, all the staff members, whoever I want. And in that report, you can sort it by event name, event type include the financials, because oftentimes, we're wanting to see the total dollar amounts, how much registration dollars we have from these event registrants. But I do love that it's just not like one workflow. Every time we have an event, you can just set us up at the beginning of the year, copy it and use it again next year. Unknown Speaker 40:53 And then going back. What's a more donor engagement here? Unknown Speaker 40:58 That was for was that for than it was for Oh, here there in order. So the new donor welcome series, this is a big one. Unknown Speaker 41:06 And I think Unknown Speaker 41:09 I go back to that end goal, what is my end goal with this, your end goal might be different from another organization's your end goal might be to convert this person to a recurring donor, which is the context that I have here, or your end goal might be to, you know, get either or another donation or a recurring donation or convert some to volunteers. So my trigger Here is another date trigger. I'm saying that first donation anytime a first donation comes through three days after there's some science behind the times that I've selected here, lunch hour around the lunch hour, or first thing in the morning, people tend to be on their emails, the most 8am 12pm or 1pm. And so that's why I selected that 1pm time. Hopefully, we're not hangry. And we already had our lunch. But first donation three days after I'm going to target all donors here, I can segment I can filter. But I think every donor deserves the communication, those personalized touch points should go through this welcome series. So my next action is going to be really a series of emails here. So I have my first email being just more general, like maybe as an additional Thank you. Here's what we have coming up this year. Here are plans here's what we did last year, your generosity is this is what it's going to be put towards. And we really appreciate your contribution. And always, always, in the footer of your email, have a have an option for people to make a donation, you may notice my strategy here is not to come in hot with the ask in email number one or two, you know, come in a little soft, give the information tug at the heartstrings, share about our impact and mission, but still have an option to make a donation always in your emails. Now I'm going to split this up by time, I'm going to say let's do let's wait two more weeks, because now they've effectively received two emails for me, the acknowledgement email, and the first welcome email series in the in one week. So let me say let me give it a two week break. And now they're going to get another email. I started mentioning this earlier in the 30 6090. Day check. And now I'm going to tell a story, Tori storytelling is really important. Someone donated to agloe Nature Center, likely because they have a passion and like for nature, and they want to support the cause and the impact. So I'm gonna tell a story about Bernie, our oldest owl, again, starting to build up in drawing that emotion. So I can come in hot with the more direct ask, I'll spaced this out by two weeks in three days, you can get that intricate, you can pick a specific date and time down to the minutes, which I think is kind of funny. But also pretty cool. But then I'm sending the next email now it's just like, well, we need we need to help more hours like Bernie. So now I'm getting more direct and have a more direct call to action and go in for that ask whatever that end goal is, is that end goal a subsequent donation or a recurring donation or both? And now that's oppression we started speaking about earlier, so we don't want to now we came in for that direct ask. So let's use this if then branching logic. Keep in mind, the trigger here was first donation, meaning donation count was one. Now after we had a couple soft emails, a couple of welcome emails and one very direct email. Let's ask the system who was in this series right now going through this workflow has already had more than one donation, all donation count greater than one. And then those who hit the yes path, maybe we just leave them alone. We don't need to do anything more. Let's not keep asking them to make a recurring donation, or a subsequent donation when they already did it after we asked. Now those who hit there's no path. Let's ask one more time, or let's ask him to add a phone call one more time and keep working those individuals. Unknown Speaker 44:40 I think it's great to highlight the IF THEN logic I think it's really advanced for workflow automation or advanced. Unknown Speaker 44:47 awesome feature. Yeah. Again, the point here is like even though we have a machine doing this, let's not make it feel like a machine is doing it doing it and really engage with our donors and let them know that we know how they're contributing. Unknown Speaker 45:00 And we know when to stop asking because they already did it. Unknown Speaker 45:03 And if we pop back into workflows, I hope you guys can keep up with my fast talking. Unknown Speaker 45:11 Chat, Tim, he's looking at the chat, telling me to slow down, I'm answering a duplicate question because somebody might not have turned on our automatic account matching feature Unknown Speaker 45:22 that cuts down on on the things coming in through online forums, which solved a major problem about a year and a half ago for neon, so keep going. So windfall, this actually came up a lot, we do have quite a few customers that are using our newer premier wealth screening partner windfall. Now, windfall scans every two weeks, right on your database every two weeks is scanning the database. And so this is a new workflow that got added earlier this year. Unknown Speaker 45:53 And you have unlimited scans with windfall. So in two weeks time, you might have had a new donor who actually has a higher net worth than their donation can allude to, they might have been one of those middle range donors and donating $50. But what we're doing here is I'm triggering and saying that Unknown Speaker 46:09 I'm looking for a windfall wealth screening the update. And what I'm looking for is I kept it really simple, I want to see what new major donors or any donors that are in our database, hit that major donor status, which means a million dollars in net worth or more. And then in terms of an action, it is what simultaneously I'm going to assign that prospect to someone who's going to be doing that major donor development which plops them right in also into your move management's creates an opportunity for them for you to prospect and have to dues and reminder calls and all of that. And then at the same time, let me just also send Adam I'm assigning of his prospect, but let me just send him a report view as well. So he has that report handy. Unknown Speaker 46:52 Again, this is nice. And I just keep on emphasizing here, when we set up these workflows, they're just always working in the backend, looking for these triggers every second every minute of the day, and then taking those actions for you. Unknown Speaker 47:05 And then popping into our final workflow, which is pledge management. I believe system emails, if I'm not mistaken, has some but this can take it to the next level. And I could be wrong. Unknown Speaker 47:19 Our system is really robust, which is a really good thing. But sometimes I need to take a step back. And like, Wait, let me remember what that actually is. Now going into edit this workflow, again, this is one of the most popular ones that have come through. So I have my trigger, unlike another date based trigger, essentially, but connected to a pledge. So I'm going to trigger here 14 days before a pledges do I want the following to always happen for any pledge that we have in the system that's to Unknown Speaker 47:46 keep you can filter, and you can target and you can make this you know, you can split it, but I'm going to keep it pretty general on the one who manages pledges. I want all pledges, pledges to have the same communication, the same reminder sequence leading up to when their pledges do. Unknown Speaker 48:00 And then my action here, so I'm gonna start with like activity assigned to me a task to pick up the phone, and like, give that give that pleasure. Unknown Speaker 48:11 A phone call, like, you know, kind of touching base letting them know that we see that their installment is due or the pledge that they've given us is do kind of touch base over the phone. And then added delay, because like we started this as 14 days beforehand, right. So first roll, give them that phone call, we'll wait a week, and then we'll send that email reminder one, let's wait another week, and send an email reminder to Let's wait four more days after because this is two weeks, right? After two weeks, it's already due because the start is two weeks before the pledges do so now let's just wait let's give them a few days, their pledge might be past due. But they may go you know how many times you see an email and just forget to take action on it. And then on the weekend, you're sitting on the couch, like oh, shoot, I meant to do this. And of course, you'll have call to actions in here in like forms and form links to be able to retrieve that pledge automatically. or however you know, instructions you have with the person who's like made that pledge, if they're gonna mail it in, or whatever it might be. But let's wait for days and use this if then branching logic again. And let's see, who basically asked like pledge balance due is zero meaning that overdue pledge has been covered. It's all done. So for those who hit the like, yes path, meaning they don't have a pledge balance due, we're good. We got the job done, the emails and the phone call got the job done. Now we're again, effectively four days past that pledge due date. So now, those who hit the no path that still have a balance. Let's go ahead and pick up the phone and call them again. So we have two phone calls in here and two emails is how I set it up, I believe. Yep, I did two phone calls in two emails. Our last phone call being the first action being a phone call. And the last action being a phone call four days after the pledges due. If the job didn't get done through our reminders here. Unknown Speaker 50:00 This is all customizable. This is, you know, I put these sequences together based on data, of course, you can add more touch points, you can really personalize this, which is great. But I'd love to be able to give you all some context and some recipes, so to speak that I feel like based on your feedback, you can go back and implement right away. And what's the current packages that that this falls into from a pricing standpoint? Yeah. What's great is that this can be added on to our more entry level package essentials for $25 a month. However, our most popular package or impact package, this comes along with it, which on the lowest record tier up to 1000 Records is $149, which also includes live chat and phone support, and really a good amount of our functionality. But it comes with five active workflows on the impact package, additional workflows can be added on. And then our empower package comes with the 15 active workflows baked into the package pricing. I mean, there's some people who are doing tons of concurrent workflows, but the vast majority of organizations are probably going to be fine with five. I think so because especially when they're event based, or like, you know, seasonal, you're gonna shut them off, save them for next year, reactivate them and tweak them. And I think it's a really good question and call out. I know, there's probably quite a few of us on here, who are neon CRM clients who don't use workflows. And Tim is not joking. This is a passion of mine, I very passionate about organization, automation, and how it can benefit me and how can I benefit the organization as well as saving time benefits you as an individual to. So if you're not using workflow automations, and you are a customer of neon, get a new donor sequence activated, get some notifications to call major donors. Anything that you've seen here that can get the wheels to turn, have our team help you. I think it's very intuitive, but we have support and resources out there to help you as well. Well, and so let's quickly go back to the slides in terms of getting the right contact information for people. There you go. Let's pop on over if you want to make sure that you get contacted, if you are not an E unserem. Client yet, talk to Sofia, if you are a neon client, we got mongoose there. That's what he looks like if you're talking to Mike, and all our other wonderful team members of the client success team client success at neon one.com. That's how you can kind of get things started with us, Candace. Yes, we are thinking about adding additional if then branches, but we actually need to see more people using the first if then branch to justify adding furthers that. That's the other thing is it's also who asked that question. What was her name? Candace? McGovern. Candace, I'm on I'm I'm a same way believe. Unknown Speaker 52:49 Right? Yeah. And then don't worry, because there are a lot of advocates for these enhancements. But like Tim said, Let's it sounds like we're using your advanced users, Candace is using 50 concurrent workflows. Candace, I want to talk to you in general. Unknown Speaker 53:06 We want to hear from you. I know you're already our client, but I'm curious to see how they're it's really impacting the world. We want to hear about that, actually, that that's important to us. So, folks, I know this is 23 minutes beyond what we originally had charted out. We did record this. Unknown Speaker 53:26 For other questions, Tim, are we we can hang around for any further questions. I bring things in the chat. I mean, we got technically, let's go the whole six extra minutes to make it an hour, folks. Yeah, if anyone wants to hang back and have some questions, we can try to answer them live for you. But I've been answering things in the chat, in terms of where do you find workflows? What's the basic training? You know, we talked about, you know, are we going to add people to things you know, if they hit hit it multiple times, conditional workflows are actually which we didn't get into today are actually ensuring that like, somebody only gets enrolled into one thing at a time, yes, the recording will be going up at neon one.com. Under resources, folks, and and we're gonna go deep at generosity exchange, I want you to mark your calendars for October 13 and 14th. That is our user conference. It will be virtual this year. This year 2022. I want it in Chicago, but 2021 virtual this year open to everybody. We're gonna go deep into the biggest feedback that we got last year is tell me how to use the system more. Well, we're going to do it. We're going to do we're going to hear from neon experts. We're going to hear from consultant partners. I got some QuickBooks stuff lined up this this webinar that Sophia did today was because of you. I should add, this was a big request from a bunch of you to have this type of thing can work for you can imagine Unknown Speaker 55:00 off of a saved report? Ooh, that's a good one. Um, the Unknown Speaker 55:06 be the same you it's not like the new email audience builder where it's like, I can grab an existing report and do that. I think that Linda, that's an excellent enhancement that we can add that I would imagine would come with the enhancements around the design tool, I guess. And depending on the question to Linda, like, you know, the Save reports are there for you, it's like, what's going to trigger sending out that save report? Unknown Speaker 55:32 Yeah, so it's like, first you got to make that report and then have your trigger, like, poll, you know, select that report to your, your target and your action. Alright, somebody asked when the conference is, is the training print based or video tutorials, john? Fun fact. Unknown Speaker 55:51 Um, if we give you a print guide, you have to get charged sales tax. So all of our Yeah, I know that I learned that like 10 years ago. So every training can be turned into a printable PDF by using the browser function for print. But everything in neon one Academy in our support center is digital or video. But neon one Academy is a free resource for all clients. If you haven't seen this, folks, go to neon, one calm and go to customer portal, it's a link just for you. And that'll give you every resource. We built that just a few months ago, to have everything, everything for you. Okay, when you're in your CRM to when you go to the support support in the settings gear, you'll be able to access the support center with all those guys and resources really searchable and up to date, you'll notice 2021 on almost every guide and resource has been updated as well as accessing the anawan Academy. Yeah, Laureen I'm not sure why you're not seeing windfall because it's totally our primary certified integration. So if you're not seeing it, contact support or client success, and they can get that enabled for you. We actually sell windfall directly. Unknown Speaker 57:12 Awesome. Yeah. Got a few more. Oh, yeah. So you won't see it unless you have it? Unknown Speaker 57:18 What is the neon one website? neon, one calm? Oh, and he is gonna do it. I'm just gonna do it while you guys are talking. Just go to it. Unknown Speaker 57:30 Because it might as well show you that some webinars would be so if you go to events and webinars, it's going to be there. You're going to see it there. But he might as well poke around. There's a lot of really useful stuff you one Fun fact see that neon one integrations one that's my wife and my kids. Unknown Speaker 57:50 Right there. Unknown Speaker 57:53 Oh, that's my kids. That looks like it should be in like a free target. It's not what what is it? Look, it looks like it's just been one of those insert frames at Target. Yeah. My goal is to make sure that we are not using stock photography in 2022. At all. Unknown Speaker 58:11 Folks, we got so much coming for you from a resource standpoint, by the way, Jill, I love that you love the Resource Center. It's gonna get some awesome stuff. I am actually in Sofia, I don't think you know this. And we got two minutes. We're gonna just Bandy about people get, you know, we got 77 people just listening to us ramble a bit. Unknown Speaker 58:32 We are actually going to be rolling out a dedicated seven part course with Eric last or the top trainer on recurring gifts. Unknown Speaker 58:46 That's awesome. So we're gonna do anything dedicated to neon CRM users and other neon one client. So we're pretty excited about that. Some other cool stuff. Coming. Any final questions? folks? We got one more minute. One more minute tried to get to everything. Unknown Speaker 59:06 list of people that meet a certain criteria. Oh, Linda, Linda, answer your question, conditional. Try conditional. Try that conditional filter. It basically is the all accounts report. Go over to that. It's It's It's It's the all accounts report. So that might meet your needs, Linda? Yeah, like everything. Unknown Speaker 59:29 You're talking about this conditional trigger, right? Yes, the conditional trigger, it will gain everything. So what he gave it to me one more time, what do you say what did Linda want from it? Unknown Speaker 59:41 And I just wanted to like, you may want to build something. And so I what she's asking in the question is the conditional trigger. Lisa, you can use wealth engine. You go over to global settings real quick. Unknown Speaker 59:58 So we have a few integrations. Unknown Speaker 1:00:00 That are there. Okay? If you go down and you see wealth engine there, you can plug in your wealth engine credentials, and it works. Unknown Speaker 1:00:09 It like literally just pops open a record in wealth engine. And that's it. The windfall is the only one that actually really deeply pull things right back into the system. Were the ones who built that, like, earlier this year. It's an excellent integration. So I highly suggest looking into it. The data is better. There's a new there's a new case study from great old broads actually on on windfall. Check it out on the website. Okay. Sophia, this has been excellent. Thank you so much. I know we went way over, but that's okay. Unknown Speaker 1:00:44 Everyone is thank you for your feedback. And I really hope to speak with some of you soon if you're not already neon CRM clients and who was it that is using so many workflows dying to pick your brain and hear how you're using them. Candace? Candace, Candace dying to hear how you're using it. Unknown Speaker 1:01:00 So feel free to reach out to me if you'd like. But you guys have a great rest of your week. Again, it's been a pleasure. And I hope to see you all again soon in another webinar, maybe a more advanced webinar, workflow webinar training with some of the enhancements that we'll be making soon. Right, Tim? I think so. So, folks, I see you soon got a Unknown Speaker 1:01:18 lovely day. Lovely summer. And yeah, okay. Awesome. Great. All broads right there. Fantastic organization. So rock and roller. All right. I don't know how to stop this. So that's on YouTube. We'll stop it. Don't worry. You don't have to worry about that. Okay, have a great day, folks. Thank you. Unknown Speaker 1:01:43 I'll end it for all. There you go. Unknown Speaker 1:01:46 I figured it out. Transcribed by https://otter.ai