0:00 So we'll go ahead and get started. I'll go ahead and introduce myself. So my name is Sam. I am from Holland, Michigan. I currently live in Colorado, I've actually been with with neon for six and a half years. I am the Product Marketing Manager here at NEON one, and started that position this past January. And prior to that I was part of the sales team. 0:28 And prior to coming to neon, I actually worked strictly with nonprofit organizations. So I worked at an arts organization for two, three years, and then I worked at a social service agency. Working with in housing and education. For a good five years I'm so excited to be talking to you today 0:52 was a big player within the fundraising and development team, in nonprofits, helping host fundraising events and of course, driving new donors, as well as continuing to build relationships with existing donors. A few housekeeping things as we always go over. As mentioned, this will be recorded, all of our webinars can also be found on the resources page on the neon one.com website. We'll also be sending around the slide deck as well. 1:23 We will be taking questions as mentioned. So I do have my colleagues, both Tova Goodman, and Casey and the chat functionality. So please, we want to keep this interactive. We want to make sure that you're getting your answer or your questions answered today. And part two will be tomorrow. So part one this afternoon is focusing on the why of storytelling and the impact and how we can start to build a recurring Donor Program. Part two is tomorrow. And it's at the same time, same place, we will also be providing resources for you so of course, a copy of this deck. But we'll also be sending around a variety of upcoming webinars and events that you can sign up for next month, with a true focus on storytelling. So it's just going to be a full on extension of this. 2:20 As far as an agenda, we're going to start today's kind of webinar, talking about the importance of recurring giving, how and why it works for organizations, we'll be talking about the impact of storytelling, and how to start building those impactful stories. Then we'll dive into how who and when to ask donors from your current donor database, we'll take a quick dive into neon CRM, but we won't go too far because that that part is going to be held for tomorrow, we'll have a quick kind of q&a If we do have some time to wrap things up. And we'll go ahead and get started. 3:03 So the big question here, why is recurring giving important. And so really recurring giving, or we also call this monthly giving is really one of the most sustainable ways to fundraise for an organization, it's extremely low lift. And it's also a great opportunity to raise more money sustainably, not only is recurring giving great for generating any type of additional revenue, but more importantly, it can really act as an added bonus for keeping your donors engaged, actively communicating with them month after month. So I am going to go ahead and 3:45 get a quick poll here. I can generate that. 3:52 Let's see. 3:56 Oh, my zoom box is lost. So what will pass the poll? Actually, I'll go ahead and ask it in the chat. I'm just curious as to how many of you and your current organizations either have an active recurring giving program or do not have one just to kind of understand, you know, who is here to start building that program? Or maybe who is here to start kind of reinvesting in that program to kind of learn a few new tools and trades and tips to actually 4:28 better that program. 4:31 Great. So we're getting you know, a mix. Yes, yes, it's active. Yes, but it's very small, nothing formal. 4:41 Not a robust structure about the program. So a lot of hey, we want to go ahead and actually improve this. Great so today we're going to be talking about you know, the techniques in order to start actually building that are revamping. 4:57 Um, so here, why does 5:00 recurring giving work. So immediately on screen here, we can take a look at the math. On average, the monthly recurring gift in this is monthly is $63 per donor. Obviously, if we do a little math times that by 12, that's $756 that year, per donor. So I just did some quick math here. But these are some pretty big numbers. I mean, if you were able to bring on five new monthly donors, with kind of this math problem here, you know, that's close to $4,000, you can add to your your fundraising budget, as we can see 10 monthly donors, I was very surprised actually typing this in on the calculator like, Wow, $11,000 for 15. Donors, it's, it's pretty impactful. 5:48 So they can be very beneficial for organizations. But of course, you know, actually organizing promoting these types of programs takes thought and it takes a very special approach, as many of you just kind of alluded to saying, Hey, we have you know, we have a program, but you know, it's it's not anything that's super structured. So really to go ahead and inspire donors to give on more of a monthly basis, we want to make sure that we're making a point of showing them the impact of the types of gifts we'll make within the organization. So that leads us in eludes us right into how to use impact storytelling. 6:33 So what I've done here is I've just kind of outlined three initial steps, three step planning process that we can use to start thinking about how to turn those one time donors into monthly donors or recurring donors. So starting with step one, understand the interests and motivations of your current donor audience. So you may think like, Sam, obviously, this, this is a no brainer, like, yeah, we need to understand the interests and motivations of our donor audience. But really being able to evaluate your current donor database is going to be very critical to start to understand, and to be able to segment your donors based off of those interests, and based off of how they feel connected to your organization. 7:20 Step two, create a plan, of course, to use through different communication strategies. 7:28 So storytelling is a way that can of course, raise awareness of issues in your community, and within your organization. And really the most impactful stories put a face or a name on your organization, really bringing your mission to life. And what it does is it's able to provide a glimpse into the lives of individuals as well as the community that you serve. And then step three, of course, how do we build the stories, not just any story? How do we build impactful stories that ignite people how to offer a connection to offer them, you know, a way and a feeling to give. 8:12 So, up next, we'll kind of dive into how we're going to do that. So I've created just a few basic tips here that we can kind of dive into, but focus on stories that best highlight your organization's work. And what I mean by this is, we really need to start to to dig in. 8:33 For example, if and I can assume many of you are in the development department, or, 8:40 you know, not necessarily working alongside your colleagues that perhaps are out in the community, and doing the actual work that the organization provides some more so on the frontlines, maybe that is running programs, off site through supportive housing programs, maybe that's 9:01 colleagues that are actually physically at the animal shelter, organizing Park cleanups, setting up the community, soup kitchen, and so on. So it will be really important to build not only relationships with your colleagues who are running those programs, but also the people that are impacted by those programs. 9:21 So in my in my previous job, I was kind of responsible for writing impactful stories for grants. 9:31 But what I found was that I like to actually shadow some of my colleagues that worked at some of our supportive housing networks, whether that was our independent living facility or our family, living facility, but really to get to know and meet the staff at those places, but then also better yet to actually meet with the clients that we served to hear their stories. So that really brings me to tip number two, which is 10:00 Spraying individuals to life through their story. 10:04 And I honestly think this is really the most impactful way that your organization can do this, it's kind of putting your journalistic hat on, if you will, in really getting your interview questions ready. So my main tips here are to include very descriptive details about people. So that could be their background, their age, even, you know, appearance, personality, focus on answering or asking questions about their feelings, and ask open ended questions, and really making sure that you're giving them space and room to talk. And of course, at the end of the day, always make sure to ask permission from them to tell their story. And then Tip three. And I think this is really kind of the hardest one, we need to make sure that we're strategic about the delivery of stories. So this is just brings us back to the plan of action, evaluating which communication tactics will be best to reach your designated audience or designated donor segmentation. 11:13 When thinking about how you can use stories to make an impact, the best place to start, of course, is going to be within your existing donor database. So inside your neon CRM system, these donors have already built a connection with your organization. And you already know that they care about your mission. And they do care about the success of your organization, they've also given before, which means that they will likely give again, if asked, and especially if asked you in fact, storytelling, you will likely ignite a story that resonates with them and evokes a deep feeling of connection with your organization prompting them of course, to give perhaps prompting them to become a recurring donor. 12:03 So now jumping into how to ask the right people for the right amount, at the right time. So I think this, this comes into play when we start thinking about the actual planning. 12:18 So there is and many of you have probably heard of Erica last door. She is a monthly giving expert. She's written, you know, tons of books and templates and tools on monthly giving, 12:32 and reading through some of her documentation and things like that. These are some key takeaways, and characteristics 12:42 that I thought would be most beneficial for even those of you who are just saying, Hey, I'm looking at my current donor database. And I need to understand or try to segment people. How do I do that? Who do I even pick? So 12:58 what we have found is that we should simply take a look at all donors who have given within the last year, because they're our most recent touchpoints donors who have donated three or more times shows that, you know, they care about your mission, they want to make an impact they're continually giving to you. donors who have also donated $100 or less. So this, this one was actually pretty interesting, because you would think like, oh, you know, if someone wants to become a recurring donor, they're likely, you know, they're they likely make a lot of money and actually give a lot of money, which is actually not not super true. 13:41 Donors, as we can see in this next one to focus on are actually donors who typically donate in small increments or small amounts over time to your organization. And then lastly, we also want to focus on donors who have donated online. So I think it's very important when starting to think about the the plan of your recurring giving program to not exclude direct mail or physical mail pieces to perhaps add that on, hey, would you like to become you know, a sustaining donor, a recurring donor, a monthly donor, what have you, but I also think that using something like a modernized kind of optimized donation form, 14:25 will be the easiest way for donors to be able to give and will also be the easiest way to get that information out to your constituents. 14:35 And that leads us into how we can go ahead and attract new recurring donors. So we've taken a look at how we can initially go ahead and actually segment pull different reports from our database to start with, to reach out to those donors. 14:54 So here, I mean, online recurring donation form. So we'll we'll be taking a look at 15:00 Just a few examples of current clients that are using neons optimized donation form. And what I really want to point out in this process is that neons donation forms actually allow you to encourage not only one time gifts, but you can also encourage recurring gifts from the same form. You can even highlight monthly giving as the default type. And then of course, include different kind of prefilled suggested and get suggested giving amounts based on your donor pool. 15:33 Another way is that we can drive recurring donors through impact storytelling, via our monthly newsletter or quarterly updates. So it's very important to start collecting and building out all of those stories. Through those stories, you can start to pull different types of quotes and testimonials. And that may be from, you know, different colleagues that work closely with with individuals or work closely within programs. But even more impactful are the people that your organization impacts. So being able to pull snippets of different quotes and testimonials, we can then share that on social media to then drive people to our online recurring donation form. 16:22 And then, obviously, call to action, we need to ignite that spark. So we need to continue that process. Even after you know they've decided to become a recurring donor, we're still continuing to tell them those impactful stories, knowing that that's that's what sign them up. 16:39 So we'll go ahead and just take a quick glimpse inside of neon CRM here, I just want to focus a bit on 16:51 just a few reports that we can pull and take a look at the recurring donation forms. And I am just going to go ahead and pull up actually two current clients. 17:04 First being capital routes. So if any of you do not have your donation forms configured, the new forms within neon CRM, I highly encourage you to do so they are very impactful. So this organization capital routes, if I actually come to of course donate 17:27 we are brought to a Nyan serum of course donation form. So they have defaulted their donation giving experience to one time giving, they do have the default price or not price but giving level at actually $60 here, but they are giving the donor the option to donate on a monthly format. So as you can see, the prices are changing. They're a bit lower, of course, from the the donate or one time giving. But I can come in here and obviously fill out that information. Another thing to highlight is that the reason that we want to focus on this online experience is that most people are online nowadays, all of our forms are going to be mobile first mobile responsive. And we also offer these popular payment methods. So I have you know, I work in a Chrome browser, but I also have an iPhone. So if I were to bring this form up on my iPhone, I would have the Apple Pay functionality listed here. Because I'm currently in a Chrome browser, it's automatically popping up with the Google Pay option. And this is all done through neon pay. So this is just an added experience that is seamless for the donor. So I can come in, I can click with Google Pay, it's automatically going to insert my payment information. And now I am am a monthly donor. Another example. Shout out to my hometown, Holland, Michigan, this organization, Lighthouse immigrant advocates. 19:01 One of my favorites. So here, something that they've done that I think is a way to highlight or distinguish perhaps just your general donation form from your monthly giving form, is to actually differentiate that on your website. So yes, include, you know, give or a donate button. But perhaps it takes you to a page that offers you two different ways maybe I can give online, 19:28 which give online could be monthly it could also mean you know one time giving, but I like that they distinguish, Hey, start your monthly impact here. They give a reason also why giving monthly is making an impact on their organization and for the people that they serve. So if I click into 19:49 the monthly option, as you can see, they have set their monthly giving by default and it's the default of $40 of 20:00 force, they've added incremental levels, which is something we also recommend, you know, give, give a round number, don't do like, you know, $42.75 trying to make it like marketing snazzy. But this is a great way like, Hey, I just read that impact statement. And I know that this organization is going to use my my monthly donation to impact XYZ program at their organization. 20:30 So now, kind of just jumping into neon itself, I do want to start with, actually, we'll just start with the forms and pages. 20:42 Because that's what we were just discussing. So jumping into forms here. 20:49 I'll jump on down to mighty Earth. 20:54 And we'll come in and edit this form. 20:58 So if I jump into the form editor here, as we can see, we have an array of options here. So we'll be focused focusing first and foremost on the donation frequency. So it's as simple as clicking into the box. And from here, I can set my default. So as we saw with lighthouse, immigrant advocates, they have the option and I've created a separate page for their monthly giving program. And you could actually do the exact same by creating a complete separate page, a unique page for individual giving, you could also have them 21:41 have both living on one page, as we saw, but here, I'm going to just go ahead and select the Donate monthly option. We also have other options. So a lot of times, yes, we refer to recurring giving as monthly giving. But there's also you know, if you want to offer donors the capability to offer, maybe it's $1 a week, maybe it's $2 a week. And then of course, we have an annual option as well. 22:09 And then we can jump into the donation or giving giving amounts. So as you can see here, we can set the default for both one time donations, as well as for recurring donations. 22:23 So again, based on on your donor pool, and this is something that Casey will be diving into a bit more tomorrow is just determining kind of the types of segmentation and reports that we can pull to better understand 22:40 what types of giving amounts we can include. So of course, we don't want to start with, you know, astronomical numbers. And again, these are always we can always change these. So you know, if something's not working, you can, you know, I always recommend, hey, let's launch this program for, you know, two, three months, and then come back and reevaluate. So it does take a little bit of testing. But we have the capability and tools here to be able to make that happen. 23:09 So as you can see, there's many different ways many different options here, under this 100 amount, you can set the donation amount by default, as you can see, so maybe I'm looking at 100, we can easily add amounts here as well. 23:31 And then, if we go back to the page, we can go ahead and preview that page to see what it looks like. So we can see it has defaulted to the monthly option, I did not select a default for that. And I just took it off the 100. But it could have been selected at the 100. So just while we're here, talking a little bit more about the optimization of neons forms. In our example, here we explained what mighty Earth does, what your impact and what your donation does to protect half of the earth. 24:05 And then we can also easily even include little promotional videos. So this is a great way if you have like a 20 Maybe even if you have like an interview that talks about a client who has been impacted by your programs, this is a great area to input that. 24:24 We can also view this on of course, 24:29 a tablet, 24:31 as well as take a look to see what that's going to look like from a phone perspective as well. 24:38 So in the follow up resources if you have not built out your forms or if you are still, you know exploring how to build out your forms, I've included a few different resources to help you and help guide you in that process. And for those of you that are not aware we are in our upcoming sprint on AWS 25:00 guess six, rolling out the capability to actually add impact statements that are tied directly to amounts. So we'll see here on Capitol roots, they have actually included it in this section, which is great 25:16 impact statements go right along with impact storytelling, telling the greater story, but then also giving the donor an idea of exactly what $35 is going to provide them. So that will be included in the upcoming sprint, as mentioned, in there'll be buttons that, you know, have them directed and listed right there. So you can actually select, hey, I want to give $35 because it provides seeds, it provides tools and resources for a community gardener. 25:47 So super excited about that. That's something we we had for a bit on our old legacy farms. And we're just reinstating that on our new forms. 25:57 So jumping in quickly here, I just want to touch on reports. 26:06 So again, this is going to be very bare bones in terms of, Hey, I just want to get an idea of some of the tips that Sam just relayed to me. How can I use those? How can I make those actionable. So within our reports here, we're primarily today just going to take a quick look in quick glimpse into the donation Detail Report. So as you see here, donation is going to be a bit more transaction focused. But this donation Detail Report is also going to include donor information, whereas this subset of donor area is going to include more account focused reports. So these I mean, Esbat reports, as well as live out reports are some of my favorite reports, we can take a deeper dive or start to think about, Hey, how can we reengage, you know, past donors, with all of this new storytelling and impact storytelling that that we've created to maybe drive them to donate again. So that's just something to think about as well. But I'll just pop into this donation Detail Report. 27:14 And we'll use some of the tips here. So again, 27:20 starting to think about how to ask the right people for the right amount at the right time. A few of those tips, again, are Hey, we have to take a look at all donors who donated within the last year, perhaps donors that have donated three or more times, perhaps donors who have donated $100 or less donors, as we understand typically who donate in small increments or small amounts, and then donors who have donated online. So I can simply come in. 27:51 And we'll start with donation amount. 27:54 So we will say less than 28:00 or equal to 28:02 $100. 28:08 We will do 28:12 some type of this and 28:15 let us do donation date. 28:19 Great. 28:25 For this purpose, we'll just do less than but we can do in range of but we'll just do less than 28:33 we'll do the same day. So one year, and then we'll say 28:38 donation, which do tender. 28:43 And we want all of those folks that have donated online historically. 28:49 And as you can see, we can obviously add more search search groups and things of that nature. In parks, you have tomorrow's webinar, Casey will actually build off of this donation Detail Report. So we can start to build out and segment our audience as well. But we can simply come in, we'll load that criteria. 29:11 We'll go ahead and pull that report. 29:16 And we have our list of donors here. So we can see the donation amounts which in this case, we can see they are very small increments over time. 29:25 And we can obviously come in to easily export that we can build this in obviously an email audience as well if we are you know going to reach out via email or communications that way. 29:37 But part two, tomorrow will definitely come in to cover 29:41 not only segmentation best practices, but then taking that a step further to discuss automation within neon. So we'll focus a little bit on on some of those workflows. And then we'll also talk 29:55 more so about 29:57 just how we can build out the program 30:00 Using neon. So 30:03 with that, I will be sending out some some resources here. As mentioned, for those of you who have not yet built your donation forms or still have questions, we do have a quick self guided tour that you can just simply click through. We do have just a blog post that we've written in terms about in terms of best practices. And then I'll also be sure to include a link. If you want to disseminate that link to other folks that want to attend Part Two tomorrow, maybe didn't have the chance to attend today's part one. 30:39 But we'll go ahead and answer a few questions here in the q&a. 30:46 Sorry, I'm looking around because my 30:49 my chat box went away. There we go. 30:56 Yes, Wendy, this webinar is fully recorded. So we will be sending it out, along with the the follow up and thank you email. And then you can also go ahead and if you ever want to just peruse any of our recorded webinar webinars, are you can go to neon one.com. Just go on to the resources, and then it's events and webinars. 31:23 Great, I'm going to go ahead and look through some of these chats. 31:29 Great. We don't we don't have many, um, 31:34 Elena Yes, our giving program is annual rather than monthly, which is a great topic. And that's something that I'm always interested in is, you know, if people are offering monthly versus annual programs. 31:52 Glenn, what do I mean, to be strategic about delivery. So what I mean by that 31:59 is in terms of building out a plan 32:04 that is strategic in terms of communication. 32:09 So this, this is thinking about, like, further segmentation in terms of how your current donor database engages with your organization. 32:23 And that could be through newsletter signup. 32:27 It could be through thinking about like your direct mail pieces. Like if, if your direct mail program is really big, maybe a good way to drive a recurring Donor Program. And I didn't showcase this actually in the walkthrough. But with all of our forms, you are able to automatically create a QR code. And you could actually take that QR code 32:57 and print it on all of your pieces when you can actually signify on some of your mailers, hey, you know, we just launched this sustaining donor program recurring Donor Program, talk about the impact, they can make, scan this QR code, and it will take them directly to the monthly giving form. You could also give them the option if maybe they don't feel comfortable doing that online to actually have the checkbox where they would like to engage in that recurring giving program. And that's just another added step where you or your staff members could reach out and call them talk to them talk about the monthly giving program and its impacts. It's just a little bit more manual work on the back end, but it is giving the option to be able to engage with that recurring giving program either online or in a direct mail way. 33:54 Let's see what else 33:58 does upping the frequency of outgoing emails, inviting, recurring giving, not raised, like getting caught up on subscriptions? Ah, that you can raise a good point. 34:11 Yes, I mean, I. And I think that's also what I mean about the strategic direct delivery of communications is that we don't want to bombard our our donor database, right? We don't want to send, you know, continual emails trying to get them to engage with us. So it is I mean, I think in further segmentation have something like the donation Detail Report, we can also put parameters in that say, maybe all donors who have given 34:43 within the last year, 34:46 but not within the last three months. So kind of putting some parameters on that and like really building out and maybe you go back like two years. Maybe you look at the frequency of donors 35:00 that are giving multiple times through the past two or three years. But yes, we don't, we want to make sure that we have certain segmentations of our donor base that we're reaching out to, that also do not overlap. 35:15 And then I think just organically putting it, like initiating the program within your newsletter. So whether you're sending that out monthly or on a quarterly basis, or starting to plan, 35:30 you know, making sure that when you're launching a recurring giving program, it's not aligned with, you know, you're not launching it on during the same month that perhaps your biggest fundraising event is or if you are participating and building out a Giving Tuesday campaign, you know, that a lot of your donors will give during that time, make sure that you know, you're not launching the recurring giving program, you know, a month after. 35:59 Or you could even maybe last year, you did participate in Giving Tuesday, and you only 36:06 gave the option for donors to give a one time basis. So maybe this year, you give them the option to actually engage in a monthly recurring giving program via the Tuesday Giving Tuesday. Campaign. 36:26 Let's see. Do you have any advice on how to tell stories about children? 36:40 Children are, yes. So Stacy had a question about sharing stories and telling stories about children that her organization serves that they have to keep confidential, so they can actually use their photos on the website and things like that. Yes, I, in my previous job before neon, I actually worked at a social service agency, 37:10 working with families who were impacted by HIV and AIDS. So the children that were part of our program had either a mother or a father who was impacted by HIV or AIDS. So obviously, that is confidential information. 37:29 So a lot of times, what we did is asking for those stories, we worked with both the parents and the youth 37:39 just to to interview and talk about stories. And then 37:44 we asked if we asked her permission, if it would be okay, if we could use them in, 37:52 in collateral to. And we basically changed their names. And we also made sure that we didn't offer up any information that would reveal who they were. And this was NES really, really something that we had to keep an eye on just because it was a close knit community. 38:16 So it wasn't necessarily to directly to to donors and things like that, that would give their confidentiality away, but it was more so the the close knit from you know, different family and friends and people they went to school with and things like that. So just asking that permission and running it by them in with the youth what we did, rather than showing their their actual, like, physical picture. 38:40 We worked with them and other methods. So I have a big art background. So I like to engage them with like, drawing pictures. 38:50 Because they they lived in a housing facility. So we talked a lot about like, draw what it is like to feel safe, like how does your your home feel? 39:00 And just kind of pulling out the stories that way. So it was just a different way to I would just suggest like different creative ways to convey their story without actually 39:12 telling people their name or giving them their their photo. 39:18 But I know we're running up on time here and I feel like I was jumping out on tangents. 39:25 Let's see. Yeah. When you have change when you change names biographical info, do you have to say that? Um, yes, I believe yes, I believe we did that. We did say that. 39:38 The the person was anonymous, or you could you could have it in like, you know, not necessarily an appendix but at the bottom of whatever type of documentation or messaging that you're conveying. 39:56 Yeah, I just to cover yourself and 40:00 Your organization? Yeah, I think it's safe to actually say that biographical info was changed. 40:11 Oh, interesting. Glenn, he just mentioned here we have both monthly donors and monthly members. I'm thinking this is bad practice as it is confusing for donors and members, especially since it is not possible to combine the information. Okay. Let's see. 40:29 Yeah, I mean, short answer to that. I think you can definitely have monthly donors and monthly members. It's just a matter of 40:39 what the difference is. So if I'm a monthly donor, and I'm giving your organization money, what is that money being used for? What is my impact? Versus does that look different? If I am a monthly member? If the answer is Nothing's different than Yes. 41:00 I don't think it would make sense because that would confuse me. However, if you have monthly donors who know, hey, if I donate $20 a month, I know that my impact is going towards XYZ, versus Hey, I am a monthly member of this organization. Perhaps I get benefits, but perhaps I also have a different style of impact. 41:25 Yeah, I think that's that's something to discuss and think about on a more case by case basis, but that would just be my initial thoughts. But again, I want to thank everybody for joining today. I know we're a minute over we started a minute late, but thank you, Tova. Thank you, Hera, for jumping in. And, yes, if you have any, any questions, please feel free to reach out with that out to us. We're also starting kind of this webinar experience in terms of like a two parts. So the first one being more so the Gen. Y. And the the part two, which again, sign up for tomorrow's if you're if you're not already, but you should be getting an email to log in tomorrow. 42:16 And then the Part Two being more practical usage inside of the system. So if you do have any questions, please again, don't don't hesitate to reach out. And if you do have 42:27 any ideas for maybe what you'd like to see in upcoming webinars, we're always open to suggestions. These are These are for you. And we hope these are helpful. So thank you. Thank you, everybody for joining today. 42:48 Dive in and get started. Again. Thank you so much for joining us how Eve Jennifer Karen. Welcome. Welcome. Thank you guys so much, again for hopping on part two today of our reoccurring donations Webinar. My name is Casey Cysewski. I am part of our professional services team here at NEON one been with the organization for nearly a year, approaching that one year mark. So I'm really excited to be able to spend some time with you today. Some of us we may have met in the past, I'm with our current client, consulting team. So doing more one on one trainings with organizations and with you guys. So I'm a familiar face. Thanks again for hopping on. It's good to see everybody today. Prior to neon one, I have about seven years of nonprofit experience on the other end of things. So working in the seats that you guys are today, with nonprofits in the developments on raising kind of peer to peer programming events, fundraising events, those sorts of areas. So I'm excited to be able to support you on the other end of things and know exactly where what you guys are feeling and all the importance of having a great database and setting up our donors for the best experience possible. So again, excited to be here, working specifically with our CRM programs and that sort of thing. So again, thank you, thank you for for hopping on today. So just a few touch points before we hop into the content of today's webinar. As per usual, 44:31 the This webinar will be recorded so you can follow along of course, feel free to take notes. But again, since it is being recorded, don't bog yourself down, just kind of sit back and enjoy. We'll of course, we'll be taking questions. So feel free to light up that chat or the q&a box and colleagues Tova and Kira will be answering those questions as we go along. And then I will also of course pause kind of along the way as well. 44:58 We're excited about this part. 45:00 Too today, for reasons that we can kind of build on where we left off yesterday, kind of hitting that general theme of reoccurring donations and the importance of it, who to think about reaching out to, and now really building off of that and spending some time in the CRM itself, setting up some of these reoccurring, you know, donation campaigns. We also are starting to provide more of these group trainings here going forward, and these group webinars so we can all meet together. This is our first inaugural training here. So again, we're excited to be able to build off of this, get your feedback and continue to learn and provide these opportunities for us to connect in different ways outside of support tickets, and you know what, one on one trainings and that sort of things, that you're geared up with great information that can be applied across all of your organizations. And then at the end, I'll be sharing to share continued resources, much like Sam touched on and then more of our training opportunities that we have available for all of you. So if you have more specific questions that are, you know, specific to your organization, will provide those opportunities to really dive in to that in greater detail. Today, we'll spend more broad time together 46:23 an overarching support of how we can think about these reoccurring campaigns for each organization. 46:31 So just as a brief recap of where we were yesterday with the first half of this webinar, kind of retouching on some some top down points, again, when looking at giving on a monthly reoccurring gift amount that average of that $63 is super impactful for all organizations, we spoke about building an impact story so that you really connect with your donors and understand both the interests and motivations of how your donors are giving, and then maybe what can motivate them to give at a reoccurring scale, and really engage with them, kind of creating that plan and using communications to really target those those folks within your organization that you already have donors that are already giving, and that are connected to your organization's mission. And then, of course, ways to kind of attraction news, reoccurring donors, folks that are giving on giving online and then making that donation form that is specific to that reoccurring audience communicating through monthly newsletters and quarterly updates, reminding our folks of you know why it's why it's so impactful and can be such a big deal to give, you know, at reoccurring amounts, and sharing those testimonials and connections on social media and just really, you know, not only building this out, but call it having a call to action so that our donors, 48:05 see, see this program and act on it and make it as easy and seamless as possible, so that we can build this program out. 48:13 So again, kind of reviewing Part One there. And today, we're going to hop into the CRM itself to the database. And we will start kind of where we were talking about yesterday, stepping back and reevaluating our current donors that already live within your database and that are and have contributed towards your organization's mission. 48:36 ways to think about the communication strategy and how to get this messaging out to your database and your your constituents that are giving and a little bit of an automation piece to help make your jobs easier. As you continue to support your constituency, I know in profits, you're not just wearing one hat, I know that you guys have multiple things going on at all different times. So the best ways that we can help the CRM can help support you guys do your job and, and do it well. And then of course end with a q&a and some of those resources that we talked about. So I will jump right in again, please feel free to be asking questions in the chat. As we kind of go along here. If there's anything that you need me to slow down or revisit all of that good stuff, don't hesitate. So I'm hopping into the CRM here and we're going to start with that piece. kind of reevaluate evaluating your donors and getting a picture of who's in your database and in kind of how they're giving so that you can get to know and get a more general idea of themes of giving and who your donors are to you and how how they are giving. So kind of revisiting some of the areas that were that Sam spoke about yesterday in um 50:00 In the first part of the webinar kind of who to consider when you're thinking about donors to kind of target here, for this for reoccurring gifts. So we spoke about donors who have given within the last year donors who have given at least three times or more donors who have given $100 or less and who aren't giving online. So we're making those, you know, online transactions. Because setting it up online, keeps it nice and simple and straightforward for everybody. So kind of stepping back. And, you know, taking a survey of who's in your database, we can pop into this report section here, I'm sure you're all relatively familiar with reporting here. But what I'll do is kind of just build out a very simple report here based on one of those like core audiences, just to help get your brain you know, flowing a little bit and ideas of who we want to consider or just kind of take evaluation of one area, I did just kind of quickly want to point out in this one, click Report area here. If we come in here, underneath these donation and donor one, click Reports, there are some really good pre built out reports that can give you a general idea of your donations and your donors and what's happening within your CRM. So we can take a look at, you know, our current monthly totals here. If there are, you know, taking a look at that online donation piece, so folks that are getting online here, there is a one click report that is pre built out. And then I always like to point out specifically for kind of, again, getting a lay of the land for your donors and the constituents that you already have existing in here and how they're giving these last year, but not this year, and some years, but not this year, one click Reports here. This gives you a great idea of perhaps the donors and your donors in your database that have contributed at some point towards your organization, so had the pool to to your mission and to contribute to what you guys are doing at some point along the along the way here that perhaps haven't given this year yet. 2022. So this report gives you a nice little overarching look at those folks that maybe are due for reengagement and would be perfect to really be communicated with, you know, and sent these storytelling emails and that sort of thing about what you guys are hoping to do and what their gifts can continue to do for the organization. So just wanted to point those out as some places that you're able to start. And then we can build our report from scratch here. So in the neon reporting section here, I'm going to come down into this donor report, this will be a account based report. So it's going to pull information kind of more about the donor itself, themselves, and a little bit more about them. So I'll start here. But there are, of course, multiple ways of pulling reports. In different areas, these donation reports will specifically focus on transaction based information, and all of that good stuff. So when we come into this donation report, I'm going to pull a report here, again, keeping it relatively straightforward and simple. But you can really, really, you know, hone in on these reports as you're pulling them to, to look at your constituency here. And I'm going to edit a criteria. And I'm going to build a report based on one of those four kind of categories of folks that we touched on yesterday, and perhaps look at donors who have given three or more times to your organization. A that just means that they like what you're doing, they've come back again, and they wanted to contribute multiple times over you know, the course of their knowing who you are in, in, in their giving. So they are a great indicator of somebody that you know, has sought out to give to you over time and multiple times. And so perhaps would want to set up kind of you know, that that reoccurring gifts. So with that, I'm going to search for the criteria, a donate donation count here. So when I pull this up, what this criteria is saying is I'm taking a look at donors profiles and the number of donations that they have given. So I'm going to say I want this all donation count. I want to take a look at the number of 55:00 individual donations folks have given. And I want to pull on to this report, everybody that has given greater or equal to three donations, so three or more donations over the course of their involvement with your organization. So I'll load this criteria here, again, kind of keeping it simple, but you can really layer this up, if you want to add a date range, you know, a donation date range that you include on this report, you can really build off off of these reports. But I think it's nice to kind of get a broad step back of let's just pull everybody into this report that have given at least three or more times here, these output columns just become important for what you want to see about them. Right? So what do we want to know about these folks that have given three or more times, obviously, their contact information, perhaps we want to see that work, the largest gift amount, or the, the, you know, all the amount of times that they have given the last time that they've contributed to the organization, perhaps you want to, you know, toss over the email, whatever it may be, you guys are familiar with reporting here. So we can then select these columns. And when we run the report, obviously, we will get the results of these folks who just wanted to quickly point out this all donation total count. So this is also what the report criteria is being based off of. So in some of this data that we have here, 56:29 you can see that they have given, you know, three or more times, and they can fall into this. So again, utilizing this reporting area, to really get a lay of the land of your donors and and how they're giving and who they're giving. And perhaps, you know, those are some of the folks that we can include in our communications, which we will talk about and touch on a little bit down the line here a little bit. 56:53 So now I wanted to pop in. So after you've kind of taken the time to step back, reevaluate your donors, the way in which they're giving, kind of identify those folks. Now we'll kind of talk about and focus on actually building some of this out in in the CRM here. So when we pop into the fundraising section, I'm going to come into this fundraising campaigns area here. And what you can do and what we've done here in as an example, is we have segmented out reoccurring donations into their own campaign. And the reason for this, that it becomes super beneficial to to have its own area and kind of pulling out reoccurring donors into a campaign is, it's easier to keep track of these donors that are giving reoccurring levels. It creates a clearer picture of who's kind of contributing and has recurring donors stepping up there. And then when we go to, when we go and pop into creating a form, and kind of building off of what Sam was pointing out yesterday, creating a donation form that is specific to reoccurring donors, by having this campaign siloed out on its own like this, then you can create a form that is just specific to those reoccurring donors. And we can set those donors up for success because we can choose the defaults, we can lay out what monthly giving you know, amounts and the impact that they would make. So it really keeps it super simple. For your donors, it takes the thinking out of it, it's less clicks, so that they don't get bogged down in choices. But it is direct to kind of that reoccurring gift campaign, and really, you know, prioritizing that. And also allows some of the client examples that we showed yesterday in part one, if you're you know, thinking about placement on your website, and you and you break it out, like the client sample that we had yesterday where they had a button that's you know, monthly giving or recurring giving, so that you're, you know, making it super clear for your donors, then you're able to have, again, kind of a place for it to live a direct page that is customizable to your recurring donations and the campaign. Well, we can also do and what we have set up here as well. So you can see all these campaigns are listed out. And what's nice again about having it siloed out is that you can keep track of of those folks within here. I'm actually going to change this I'm going to click on this hierarchy view button within the campaigns and what we've done that you can do as well. And what's also nice here is we have 1:00:00 created a overarching, like general fund that hasn't maybe it has a fundraising goal. And we want our reoccurring donors to overall contribute to this larger campaign, right, this larger program that we want folks that we want, you know, those bowls to, to roll up into. So from here, we have created, you know, 1:00:28 child campaigns as what we would refer to them as that will roll up in to this larger parent campaign. So this again, allows you to still have its own space, and own room, to customize, and to really be able to control have more, you know, options to control and customize, but it's still contributes to a larger goal. So when you have just a different way of kind of like organizing out your campaigns that these separate campaigns or different revenue streams or different programs that are contributing to your organization, and we want to keep track of them separately, but we want it to all kind of roll up into that parent campaign. So it's one way to think about organizing your campaigns. So that you don't have to worry about, you know, some folks want to make sure that you know, they have this this larger goal, or larger program that they want to ensure that these reoccurring donations are being allocated to and this is a way to do that. So how we did this is just in case, we're not from a familiar here, building out, you would build the parent campaign first, just by adding a new campaign here. So if I come in to new campaign, then let's say I, you know, I'm going to start building the reoccurring donation campaign from scratch here. So this is going to be our reoccurring donation campaign. And I want to make it a child campaign under a larger campaign. So underneath this parent campaign section here, as you're building out the campaign, you can then assign the parent campaign that you want this campaign to roll up into. And if I say the word campaign one more time, I'm sorry about that. But that will then create that that child's campaign that will live under this, this larger programming that you that you have. So that's all you have to do it to kind of set that up and to have it contribute to that larger scale programming. So one way to kind of think about it as well. And again, so that we can have reframed donations kind of siloed out in that program siloed out so that we can focus on that area more specifically on its own as it as an individual program. And then you're able to kind of treat those donors a little bit differently, since they are giving out a monthly, you know, wait be able to engage with them separately, all of that good stuff, as well, if if you'd like. So then from here, I'll take a quick, brief breath again. 1:03:15 Are there any things that I need would like any questions or anything to kind of revisit or that I've missed in the chat? 1:03:26 See? 1:03:32 Yeah, so to exclude donors, and I'll pop into, you know, kind of 1:03:41 pop into like a basic, you know, donation report here. But if you came in to your reporting section here, so don't exclude donors who have given $100 and major donors. So if you build out a report, so in a donation detail report or a donor report, and so we have that criteria of, 1:04:06 you know, and a donation amount, maybe we want to take a look at donation amounts that are greater or equal to, you know, or less or equal to $99. So you can do it that way. So you can exclude folks from falling onto this report by doing like a donation report that pulls, you know, donations on that include the donors information, donations that have been $99 or less so that you're not like getting into those major major donors there. You can also, as you're building out reports, there is this exclude from reports option. So when we click into this exclude from reports, you can also do you know, a quick 1:05:00 criteria that is more more overarching. So you know, the donation count has been three or more. But then you can exclude donation amounts, I can type greater or equal than $100. So then those folks won't, 1:05:21 those folks then will not fall on to that report. So again, kind of varying options and pulling these reports. And, you know, if you have more like of these specific needs for your your organization here of building out reports, and that sort of thing, we are happy to set up kind of more of those one on one training so that you're getting exactly what you need as well. But those are kind of some ways that you can make sure that you're targeting the correct group, excluding folks that you don't want to include on these reports as well. So that you're you're narrowing the focus down a bit. 1:05:56 All righty. 1:06:00 Okay, 1:06:02 so from here, we are going to pop in to kind of now how are we communicating with these these constituencies groups of donors. And looking at the the donation form itself here. So I'm going to pop in to one of the donation forms and our new form builder here. So it exists under this forms and Pages section in this form area here. And we have started a new donation form. And Sam touched on this yesterday as well. So we'll we'll pop in here and kind of revisited a bit. So when you're building out the forms, you can link this form specifically to a campaign. So that's when at when I was going back to creating a recurring donation campaign that is siloed out in a bit separate. This is where you can now link this form directly to that campaign. So then any transaction that comes in through this campaign form or through this donation form, will be allocated to that campaign. So it makes it nice and straightforward for your donors. So when we come in to edit the form, itself, and and we've touched on this a little bit as well. But you can add in the describe your cause section here, this box or this box of information, you can put in whatever you would like for a reoccurring donation form, it's nice to set it up and break down what the amounts that they give each month can do for the organization's mission, how that can contribute towards the mission itself. So you can see we've kind of broken down what 1020 $30 A month can provide for the folks and the animals in this case that that we are helping here. So putting this in on this donation form, what is really nice about that, and I'll preview this so that you can see, when you come into the form itself, it follows you it follows you along. So if I click on the amount, and then to the next piece where they fill out their donor information here, this stays. So it serves as a great reminder again, of what they're doing, what they're contributing towards, and why it's so important. So plopping that information in here is super beneficial to have so that again, folks don't have to think about it, it's nice, straightforward, easy, and that they know where where they're giving, 1:08:40 that I know we touched on this yesterday as well. But when you're building out the form here in this top section, in the form editor piece, so once we get into the fields on the form, when you click into the whitespace, here, it's going to expand out these fields. So as Sam mentioned, you can set the default to donate and set it up for this reoccurring. So there are the weekly option, monthly option and annual option. Again, whatever is best for your organization, or how you want to set up for, for your givers. Typically, I would say a majority of the time it's monthly giving, but again, whatever is best, and then selecting that as the default. So again, when a donor clicks on this form, it is already selected as that monthly giving them out so that your donors don't have to think about it or you know, human error they you know, if it defaults to the the give one time option, then it doesn't set up that that monthly gift so defaulting it to monthly and then when we click into the donation amounts, this first set of amounts is going to be for one time donations so they can be different, but also just school 1:10:00 Roll down a bit for your reoccurring donations. And this is where you can put in the different amounts that will then reflect on the buttons. And something to point out, we obviously, in this example here have matched the donation amounts with the descriptors that we have put on the forum as well. So again, taking the thinking out out of it for your donors having those amounts, but then obviously, also having an option for folks to give another amount as well. They want to customize what they're what they're doing here, and then defaulting it to a certain amount here as well. So then, again, when we preview the form here, or take a look at the form, when somebody clicks into it, the default is monthly, it's taking your donor directly to setting up a monthly reoccurring gifts, it has an option, already pre selected these, these, 1:11:01 these donation options match this, these descriptions. So it is cohesive and make sense. And again, it takes up the plugging and having to decide whether they want to be a monthly donor or not. It takes you directly to setting up a monthly gift as default here. 1:11:22 So that can be come super helpful and super beneficial. Again, why we create that campaign to silo it out, and then customizing this form to default to monthly giving keep it super simple for your for your donors as they're clicking around. So I will save the changes here. And then we will pop back in to the CRM. So kind of editing that form. Again, 1:11:51 beating a dead horse here, but you know, taking the thought process out, eliminating that human error that can happen when you know going through a donation form. Specifically, if it's a donor like my mom who isn't as tech savvy, you can kind of get lost along the way. It's really nice to have a simple, straightforward, cohesive, reoccurring donation form like that. They know exactly what their contributions are going to be and it gets them automatically set up. 1:12:19 Once folks begin to start donating and are recurring donors, when area just wanted to quickly pop in. Make sure that I mentioned under the fundraising module here where the fundraising campaigns exist, these reoccurring donation schedules will start to be created once folks are you know set up as a reoccurring donor they make their recurring donation gifts. So you're able to take a look here at everybody that has a donation or recurring donation scheduled, when the next time they will be charged, the amount that they're giving at and all of that good stuff. So you're able to kind of help easily keep track see at a glance who have these reoccurring donation schedules setup. So just as as a piece there. 1:13:11 So we can pop in now to kind of the communication piece, engaging with these donors. You know, i det once we identify who we want to communicate with, and now sharing the stories, you know, getting that ethos part out to our donors and encouraging them to donate. So we've kind of set up a sample email campaign, an email audience here. So this area of the CRM is where we can send bulk communications out to folks that exist within your in your database already, if you would like and then can communicate with them this way and share the story, share their experiences, share testimonials, or you know more information or details on what a monthly gift or a yearly gift can do for your organization. So I'm gonna pop into the email audience section actually first here, so we created 1:14:12 an email audience that is, you know, specific to our reoccurring donor or target. So, you can silo these out, maybe you have four different audiences 1:14:23 that we kind of, you know, touched on earlier kind of breaking them out in that way. Or maybe there's, you know, donors that haven't given yet this year and you want to communicate a little bit differently with them. Then you want to communicate with others so you can you know, segment out your your email audiences. So when I come into the creating this reoccurring target audience, we created a live report. So that is, you know, that reporting module piece that we were in a little bit earlier today as well. And we created in our 1:15:00 It's a little bit different than the report that we were pulling on but another, you know, group of donors that we can take take a, you know, into consideration to communicate to. So this email audience is going to pull everybody from the database that has given 1:15:19 less than So within the last year, and then that they have given greater than $5. So if I come into this email audience here and go to edit it, this may look familiar, it takes you right back to the reporting piece of things here. And then you can edit the criteria as well. So if you create one of these audiences and want to switch it up, but this is just kind of another way to think about or another group of folks to consider when you're building out this audience, so any of the reports that we talked about earlier as well would make for a great audience, you know, audience to utilize here. So once you have the email audience created, or even, you know, before having an email audience for you, then you can pop into this email campaign section, and build out a reoccurring donor of solicitation. So again, this is where, you know, storytelling, and really painting the picture of your mission comes into play, right? So we built out a sample email here, I'm gonna come in and show you the content a bit, but you can see we have assigned to the email audience to this recurring donor retarget. And we have created, 1:16:37 you know, email, campaign and email reach out here, that really drives the point home that we have been, you know, kind of speaking of that overarching theme, 1:16:49 to engage in a reoccurring, you know, donor group here, creating this, we are telling a story, we are breaking down the amounts again, of what their gift means to the organization and a tangible item so that, you know, donors were able to wrap their heads around things are able to, you know, really speak to where their dollars are going, where their donations are going. So super important. Imagery, obviously, really spices up any communication, obviously, and who can resist, you know, supporting pepper here. So really, you know, painting that picture, giving a visual and sharing the story, and then also then adding a button that takes them directly to that reoccurring donation campaign form that we built out. So again, super straightforward, super easy for your donors, they see this, they get excited, they get motivated and moved, they click on that donation button, and it takes them to a form that is already pre built and already set up for their success in setting up a reoccurring gift. So it all is cohesive pulls on the heartstrings gives a call to action that this is what their gift is going to do. And now here is the action we're going to donate to the to this organization to help support. So utilizing this email campaign area here to really sell the story. Reach out to your donors and then continue to to build off of this and give them a spot to go directly that will you know, accomplish this mission. Kind of building this out here as an example in the email communication and audience section. 1:18:40 So after you have appealed to your you've identified your constituents that you want to reach out to, you've created this campaign that really pulls at the heartstrings is selling the story and getting everybody set up for success here. Then the another piece to kind of you know, then you're rockin and rollin you are you know you are set up for success. You have a wonderful solid, you know, reoccurring donation campaign reoccurring getting campaign set up and ready to go for your constituents. Another way to continue to kind of take it to the next level or take some of 1:19:26 take some of the work off of your plate as a staff member because again, I know that you're not just wearing one hat you're wearing multiple, there is an option to consider kind of like an automation piece using our workflows. And again, a lot of different ways to kind of think about setting up a workflow here. But what our workflows are intended to do is to take some time and set up one flow of either communication or you know 1:20:00 Oh, 1:20:02 activities within the CRM that will be helpful for you. But then based on a trigger, they this happens automatically. So it's not something that you have to do, or necessarily, you know, monitor on a daily basis, obviously, you know, checking in on it isn't really important, but kind of setting something up like this. So I'm going to, you know, pop into this workflow that we have created 1:20:30 to help engage, engage donors that perhaps aren't reoccurring donors yet. And then get them in almost like a marketing trickle down. So or a communications trickle down. So when you're building out a workflow here, and then I'm going to come in and and edit this workflow, there's three sections, you're going to have a trigger, and then so what's going to start this workflow, and then the target. So who is going to fall into this workflow, and then what happens once some once a constituent or donor falls into this, this workflow piece. So I'm going to pop into this trigger section, currently, we have our trigger set up under as a conditional trigger. So this is again, basically just pulling a report 1:21:21 that will pull over donor so the second somebody donates online. And the last donation is greater than, you know, the start of this month. So we started this workflow, July 1, and we want to engage all of our online donors, that aren't necessarily reoccurring donors yet. And once that happens, then it triggers it triggers some actions here. And so after a donor falls into this, this action, then you can see we have added an action to send an external email. So when I pop into this, you can now see the content of this email. So now, the second somebody makes an online donation, they can receive this email about a little bit more about the mission, you know, 1:22:17 bow, the dog and pepper, our you know, Coyote that we are rescuing our buddies here helped make more of this possible by donating here. 1:22:28 And then from there, this workflow will include a time delay. So this becomes really helpful, again, if you want to layer communication with folks and really continue to engage them without needing to remember to send an email monthly or something along those lines. So we added a time delay here. So after 30 days of this first initial email going out, another external email will go out to the donors that have fallen within this workflow. And it's reminding them again, of the mission that they are doing, who were helping, and a little another story about what the organization is able to do for those that benefit from from their mission here. And then again, a call to action to donating $50 A month is going to help Eli, participate in the types of programs that were able to fund because of your donations, and the donate button directly to that reoccurring donation form. So as you can see, when you're building out these workflows, again, it's just helpful to, you know, lump those donors that we want to target into one space and get them into this flow of communication so that you can stay on top of things without again having to, you know, remember each month or something like that to go into. And then you can also include actions that are helpful to you as a staff user. So whereas the staff person here, so we've also created an internal activity. So within the database, there is a section of the CRM that you can create an activity which will then alert you as a system user, that a donor has fallen within this workflow. And I want to make it a point to reach out to this donor and ask how they found out about us, or something along those lines. So now, not only are we communicating with the donor, but we are creating an activity that is an internal reminder to ourselves, to engage with these folks, because we want to make it personal and we want to, you know, find out how they came to be to us and they're also getting communication from us. So this creating at an activity can be super helpful, but we just kind of wanted to 1:25:00 layer this workflow for you and show you the different options of this automation piece and and how it can benefit, you know what you're doing, how you're communicating and how it can help you kind of ease some of your day to day work. 1:25:18 For I leave this section here, I did just want to come back up to the trigger. So again, we created a conditional triggers. So that is pulling off of the our reporting piece here. Underneath these events and date sections, there are some pre almost like built out triggers, that can be helpful as well. So under this event piece, as you can see, there's a reoccurring donation schedule has been created. So if you send out that first initial, you know, bulk communication piece using our email campaigns that we that we touched on, and then we want to create an a workflow that the second somebody actually takes action on that bulk email that has been sent out and they create a recurring donation schedule, I want that to be my trigger. And then you can select exactly who. So that's what's going to start this workflow is that somebody has, you know, 1:26:19 set up a monthly donation, then we can, you know, take a look at this, you can leave it as all of the the target is everybody that has created a reoccurring donation schedule, you can also get more specific if you want to, you know, narrow it down, not just that broad, reoccurring donation schedule has been created. But you can select that as the target. And then you can build out those actions much like we were just looking at. So clicking on add an action, send an external email, build out that marketing, trickle down, that sort of thing. So you can engage with these donors in different ways and have it really built out so that they're continually hearing from you continually, you know, being thanked, and stewarded in different ways as well. So this workflow piece becomes, again, super helpful to really take your reoccurring donation campaign program to the next level, and hopefully continue to engage them identify the donors that can fall into reoccurring, you know, donors, and really support your mission and your organization, while also taking stuff off of your plate, so that, you know, you can do that important work without needing to spend too much time daily, you know, weekly, on on that that communication piece, just kind of sitting down, setting that up and 1:27:48 taking the time ahead, here. So I am going to take a deep breath in a step back here, I knew that was a lot of information and a lot of different areas within the CRM and thinking about, you know, creating these reach these monthly giving campaigns and, and the major, major impact it can have on your organization. And just a few tips and tricks, you know, kind of as you're starting to think about these campaigns and build them out. But I will kind of pause here because that is 1:28:23 the finale of information that we have for you today. But again, this is something that can continue to be built on but 1:28:34 and and happy to continue to to help you guys, you know, set up these these campaigns and start to continue to think about them. But were there any questions that I either missed or we can we can revisit or anything along those lines for you guys in the last the last couple of minutes that we have here. 1:29:00 Thanks so much for being here, everyone. 1:29:05 Awesome, thank you. Thank you, thank you. Looks like everybody was kind of taken care of as we were going but please don't hesitate. Again, some of these further resources that we have for you guys don't forget about our neon Academy for you know, even more in depth training in certain areas of the CRM. Of course our Support Center is there that provides guides and videos and step by step instructions, as well as I know I mentioned at the top of the call but kind of those professional service consulting calls. My team and I are really eager to always meet with you directly one on one for more personalized training. So any of those specifics, specifically in like those recordings piece of things, or you know, customizing the themes of your reoccurring donations to your organization's look and feel and you know color palette and all of that good stuff. We are happy how 1:30:00 Be more than happy to, you know, continue to support you in that way as well. So if you don't have training hours, you can, of course, purchase an hour of training and they can be used our upfront half hour, divide them up 15 minute increments, whatever is best for you. But then we can really personalize the training for you as well. But we hope this was a great starting point for everybody to really step back and consider these monthly giving, and just really increase your mission and that in the hard work that you guys are putting into it and, you know, get that $63 a month, 1:30:41 that may be just sitting out there for the taking. So, again, we will send all of this to you after today's webinar, you'll get both recordings from both day one and day two, and then some of these links to kind of to the academy and Support Center and that sort of thing so that you can continue to be supported in that way. Yes, we will send both out. I will continue to hang out for for the next couple of minutes. So if there are any, you know, last minute questions, feel free to check them out. If not, these remaining 10 minutes are yours to 1:31:17 do what you would like but again, you guys, thank you so much for hopping on today. Really nice to be able to connect with a group all at once and share some tips, tricks, best practices, to really continue to drive your mission forward. So thank you so much for joining everybody. We appreciate you being here. Our first one. So hopefully we can continue to see you and meet together. Thanks everyone. 1:31:42 We guess, storytellers panel next week is scheduled. So keep signing up for these webinars, really resourceful and they'll always be shared on our website as well afterwards. So if you can't make one but really wanted to the content will always be available to you at a later date, even if you don't register. 1:32:03 Thanks so much, everyone. Thanks for being here. 1:32:07 Thank you. Thank you Transcribed by https://otter.ai