0:16  
Good afternoon, folks. Looks like we have a mad rush of people joining which is always exciting.

0:28  
Welcome, everyone, we are super excited to be launching our first of many monthly neon CRM products release webinars.

0:42  
So it looks like yeah, we have a big flood of folks joining. I do want to point everybody down to the chat functionality, as well as the q&a. Would love to just get a good understanding of who we have in the room today. I know the chat will of course, be flooded. But it's also encouraging for us just to take a look back afterward. Thank you, Laura.

1:07  
Um, see an option to send all let's see.

1:17  
previews.

1:21  
Yeah, I think

1:23  
let's go ahead. I think Anna, actually, because you are the host, I think if we do a right click down in the chat, perfect, and just make sure

1:34  
that all attendees can host with everyone.

1:43  
He should be good to go.

1:46  
Perfect. Awesome. Oh, Grand Rapids, Michigan, I am from Holland, Michigan. So awesome. Great. Start putting in where you're tuning in from today. And also, just, you know, if you want to type out what your organization is, also, your role within the organization would be helpful for our team.

2:08  
I'm tuning in from Colorado. So I live in a small town, just north of Denver, about 30 minutes, called Frederick. And actually all three of us are on mountain standard time in tuning in from the Rocky Mountain region.

2:34  
Great seeing everybody coming in, look at all of these minutes. I know this is awesome.

2:43  
Great. So also just wanted to go over just a tad bit of housekeeping. Just like many of our webinars, this is going to be recorded. We're going to post this on the neon website after today's session. So feel free to appear like oh my gosh, I remember you know, Laura and Anna talking about this fun feature that we're going to discuss today. You can absolutely go back watch the recording. We will also disseminate a slide deck as well.

3:13  
And then we do have our friend Aiden in q&a. So we will be answering questions, actually all three of us

3:23  
throughout today's webinar, so please feel free to use the chat functionality, please feel free to use the q&a. We want to make sure that this is as informative as possible.

3:37  
So yeah, I think we can go ahead and get started here. It looks like we've reached kind of a steady limit of attendees here. So I'll just go ahead, I'll introduce myself. My name is Sam Nylund. I am the Product Marketing Manager here at NEON one. I'm sure many of you have joined in on a variety of some of my products webinars over the course of the last year. So really excited to be again showcasing our first of many neon CRM product release monthly webinars. And I'm gonna hand it over to Anna to go ahead and introduce herself. Wonderful. Hi, everybody. My name is Anna Van Cleef, and I'm the product manager of neon CRM. And I had the pleasure of probably speaking to some of you during the generosity exchange in the product conversation in that keynote. So I hope that some of you are returning from that and for all the new faces looking forward to this conversation and many more to come. Ora go ahead and introduce yourself.

4:37  
I am Laura block product owner.

4:44  
Oh no. There you go. Okay, I swear my audio was fine a minute ago. Hi, everyone. My name is Laura block product owner for neon CRM. And many of you may know me from previous years where I was also on the neon CRM implementation team. So

5:00  
Working with some of you to set up your new systems for the first time.

5:08  
Awesome. So I think for today, we're gonna go ahead and dive right in. And I am going to hand it, hand it over first to Anna, and she's going to discuss what was recently updated and launched. Wonderful. Thank you so much, Sam. Well, again, we're really excited to be with you during our first monthly release webinar for neon CRM. And before we dive in, I want to introduce a concept that might be familiar to some of you. One of the things that we do at NEON one is we work to understand the needs of our customers, and users like yourselves. And that means that there are various roles across your organization that leverage Nyan one products. Well, one way that we work to help us understand the roles and responsibilities of the team members we're seeking to help is something called personas. And so each release webinar, we're going to be talking about the roles and responsibilities that are targeted in that particular release. Now we have over 20 different personas for neon CRM. And what that means is that each release is going to target someone specific or many specific people, some might have a few personas, and some might have all 20. But what that does mean is that for each release that we talked about, these targeted roles are something that you're going to see and their internal tools as well, as I mentioned. So

6:43  
the kind of breadth and diversity of these personas are something you're going to see over time. But with each release, you're gonna see a snapshot of the ones that are really targeted here. Now, I mentioned targeted audience and targeted personas a few times. And what we're going to show you is the value of our new release, and what it can bring to each of the targeted personas. But just because you don't see your role in what's about to come, it does not mean that you won't find value here. And so we will be discussing many things that will be valuable to everyone. And so we're hoping that you'll be engaging with us in this session, chatting with us asking questions. So with that frame of mind, let's dive in to our target audiences, and what's new for this release.

7:33  
So those target responsibilities and personas for this release are the Development Director, the membership director, and the system administrator, and all kinds of forms of, of those roles and personas. So these big ticket items that are coming are really targeted to these roles and their ancillary roles. But that again, does not mean that you're not going to find value if your role or for persona isn't here. And again, in the future, you'll see many more, and then diversity that works within those.

8:07  
So let's move into what are those new features. Now we have many features, and we'll talk about some of the smaller ones. But for this release, the key features that we're going to discuss our workflow enhancements, or new form enhancements, and membership status. And these three, you're going to see a live and in action with Laura here in a few seconds. But before we dive into that, let's talk about what problems the solve. So first, we're going to actually talk about our form experience improvements. Now, in the past, we know that nonprofit organizations could really drive a lot more giving, if they were able to have visibility to the progress to their goals, and really encourage donations. And that transparency, we wanted to give our customers that capability. And so we have improved neon serums new forms to drive visibility on progress towards goals, as well as new options to share and promote giving those includes a goal meter with either circular or linear progress to goal, we can see a top list of supporters, as well as a list of recent donations. And we'll also be able to embed on your website, a button that allows the form to pop up. So you don't have to be concerned about it looking different than your web template.

9:37  
So that's number one. Number two is our workflow enhancements. So our workflows are something that really provide a lot of benefit to our customers and allow the repetitive tasks that we have to do to really be removed or limited. But the problem here is that there were some things in our workflows that

10:00  
We're limiting, and we're unintuitive. And so we've added a few things as a first part or phase to this work. So you're going to see this in the future as well. But we've added new triggers for events. When accounts are added, as well as the ability to trigger when a specific account form is submitted.

10:22  
We also are adding new grant criteria for conditional workflows, adding a default selection of the email report modal on the system users for those email report options in workflows and allowing the workflow email to be edited while that workflow remains active.

10:43  
And then finally, we have our membership status. Now, you could very well go through our reports and come through a list of different criteria to truly understand, are your members active? Are they future members? Are they inactive? Or were they never members to begin with? But that was a complicated process that was confusing to a lot of membership organizations. But now we have a simple but elegant way to filter the reports for membership status clearly across different reports. And you're going to see all of those now as we transition into the live demonstration by Laura.

11:26  
Thanks, Anna. Alright, I'm going to, you're going out. And I think

11:31  
that there we go. How's that? Sorry, everybody. I don't know what my mic is up to you today. Thank you, Anna, I'm going to transition us over to

11:41  
a demo system here. Let me actually start from Mission Control dashboard. So I'm going to go through those items that Anna just mentioned. And then we have a few other features that we think are useful to mention today and show you but weren't quite in our top three. So I'll start with the top three, and then introduce the other items. And I apologize, I may be looking down at my notes just quickly because I don't want to forget to show you anything that's important.

12:07  
First thing I wanted to talk about is the form enhancements that Anna mentioned.

12:12  
These are specifically for the new neon CRM form. So you'll find all the forms and the options here under forms and pages forms. I'm going to start with the donation form example because we'll have the gold meter and the new donor lists there. But the pop up button, which I'll get to in just a minute applies to all forms. So that will be relevant to you folks, for a membership associations when you'd like to embed a form on your website.

12:39  
I'm feeling very giving Tuesday themed lately. So my form will also be giving Tuesday just for today's example. So once you click into either one of your forms that you've already created, or you're starting to set up a new form, you'll have these new options available. I'm just going to click into this form that I've already started working on previously. So I clicked on the form by name, I'm going to go into the pencil icon to reopen the editing options for this form.

13:06  
The change you'll see is prior to the release on Saturday, there were five options on this side tab list inside the Form Builder. The two new options we've added are what you can take a look at here today, the stars, the sparklies, I guess our new form enhancements, these will be for donation forms specifically,

13:28  
you can turn on the gold meter with this first option. So just clicking in there, turn on to display

13:36  
specific requirements to use the goal meter. Because we need to be able to have a goal to measure progress towards, you will need to make sure that a form where you want to add the goal meter has one campaign linked. So you may need to set that campaign up first in fundraising campaigns, set a goal and then come back here. Or if you already have a campaign with a goal, you're all set, and we'll be able to just add it. If this is grayed out and you aren't able to set it up. That's going to be why. So the way to add a campaign to your form after the fact or when you're setting it up brand new for the first time we'll be go down to the Settings section. And you'll have all your other donation form settings in here as usual. But check this campaign field. That's the campaign that will then be linked and that's the goal we'll be able to measure progress towards

14:28  
headed back to the form enhancements so with the gold meter specifically, as I mentioned, we have this linear style, which is kind of a more compact, straightforward gold meter. You can also switch to a slightly larger circular style right here. You'll have some stats that display either way, and the option to turn on or off social sharing from this. I do want to mention with the circular style because it's a bit bulkier. When the form is taken into a mobile version, we automatically adjust it back

15:00  
To the linear style just so you have kind of a more compact, easy to navigate version of the form for mobile. So that'll happen regardless of which style you choose for the full desktop version.

15:12  
Also some new features that we haven't had previously with our existing campaign thermometer, we now have the option to include open pledges. So the pledges don't necessarily have to be fulfilled at this point in time in order to count towards your goal if you are expecting some payments and want that to be reflected here. And then additionally, if the campaign that you've linked to the form is also linked to one or more events in your system,

15:41  
you can have the option to include the event registration total, again to accurately show progress towards goal. When the event registration option is turned on, you'll get this extra number of registrants stat that will show up. My sample here is not really attached to an event, so I just have zero registrants. But that will be an option for one or more events that are linked.

16:05  
Next, we have the top supporter list. Let me scroll down here, I've just put in a few supporters to my my sample GivingTuesday campaign here. But this is an idea of what it will look like. You can adjust the number of supporters that will display the notable thing. So you can go up to 1000. But this will not slow down your donation forms page loading speed, because we're going to limit the list to the first 10. And then you'll be able to click in to load the next set of supporters. So it will still load in a reasonable fashion. This list will just scroll and then be expandable. Depending on how many you want to show. top supporters will be a list by largest donation amount to smallest. So it is really recognizing the largest gifts that have come in to the campaign.

16:54  
You can also include pledges here as well. And you'll notice that when I add the pledge, it isn't labeled as a pledge, it's just going to be listed the same as other gifts. So there won't be any clearer status of whether it's fulfilled or not that's visible to people should also mention if the donation has been marked anonymous. If just the name of the donor is anonymous, it'll display like this. So you'll still get the amount name will be hidden. If the donation was marked as both name and amount anonymous, obviously there's nothing then for us to show. So we're just going to hide it entirely from the list.

17:32  
And then finally, recent donation list. This one's very similar, this will be all donations to the campaign listed by the most recently added. So the display amount again can be adjusted. You can include pledges here as well. And again, they won't be clearly labeled as a pledge, they'll just be listed amongst the other donations.

17:55  
And this list will will scroll as well. I imported a bunch of donations of myself. So that's why I'm here with varying different amounts. Just to demonstrate that

18:05  
I one thing I forgot to mention, you'll notice that we do have some matching colors going on here, we are going to pick up the color that you've set in your theme. So going back to the theme editor. That's why we're picking up this navy blue in this particular form. So we will match to the design of your form, you'll notice that the gold meter, the social icons, and also the color of either the numbers or the icons, and the donations list will match your theming. Also, one other quick thing if you do reach 100%, and then exceed it, maybe you're going for 200% of goal in a particular campaign, the circle will fill in and then start filling in a slight variation of the colors. So you'll kind of have a two tone version of the goal, the goal meter, depending on where you are in progress towards goal.

18:56  
See, I think that is everything I wanted to mention here just here's the live version of that sample form. If you have all of the widgets enabled, this is the order we'll place them in so go meter top supporters then recent donations,

19:12  
you can then pick and choose which of the three to use on any given form. Also adjusting into mobile.

19:19  
You see if I can pull this off, I just set up a black background so that this will be a little easier to see. So going into mobile,

19:28  
it'll be the same idea. You'll get your form content first, go meter, the actual content of the form. And then we'll put the two donor lists at the bottom just you know to keep it engaging and not bury the form content itself too far down on the page.

19:46  
Alright, now on to the form sharing section. So this will be the little sharing arrow a little bit further down. Just a quick mention the QR code feature that we have had previously. It used to live up here now

20:00  
To the Preview button. Now that we've created this new sharing section that just seemed like a natural fit. So all of the same options are there for the QR code, copy it, download it, add a cute icon to it, it's just going to be housed in this new sharing section instead.

20:16  
And then, the new feature is the ability to create a pop up button. The idea with what you'll be doing in the settings here in CRM is really just designing the button itself. So you'll be able to customize the label for the button, adjust font, color will default to your theme color again, but you might need something different for placing it on your website. So you can make an adjustment to the color right in here.

20:43  
Just going to pick a slightly different blue or maybe go lighter, whatever makes sense there. You can adjust from the full width to a slightly smaller version. And you'll notice that the preview up here adjust live, so you have a good idea what you're working with.

20:59  
squared off a rounded corners, and then I'm going to pick a better color for this, maybe go

21:07  
into the reds. Okay? The other option is the button style. So because you're picking one color, we still want to give the option to have kind of a solid or a more of a linear aligned background, if that makes sense. So with solid, that color will be the full background and then we'll auto adjust the text to light or dark depending on the color. Without line, it'll switch to the opposite. So the color you choose is what will actually be the color of the text and then a little outline for the button.

21:38  
Once you've done that customization, Oh, I almost forgot the icons actually is so similar to the QR codes, you can include a little icon on your buttons. So just selection to match your mission or just general spirit of giving. Those are optionally able to be included to and just click again to remove it if you want to go back to the the plain button. Whenever you're ready with that design, click Copy down here to copy this HTML script. This is the code that you want to go and place into your website to put the button in the spot where you'd like it to be. This part, this does mean that we can't we can't necessarily help you with that full process because you'll need to get your website involved. So either give this code to your web designer, if you have one. Or if you are the web designer, you will be able to place this in any kind of drag and drop type website designers or content management systems. Typically, what you want to do is find the option to drag an HTML content box onto the page. And that's where you'll place the code to have the button show up. I do have a few examples of this live in action. So I'm going to swap over to this sample site.

22:50  
As I mentioned, this will work for your donation forms and membership forms and the new account forms. I'll start with donations since we were looking at that first. So here's one of the buttons embedded. And this is what the pop up will look like. We're automatically pulling in the logo from the the theme that's applied to your form. So that's going to give this branded feeling to the pop up. We're also pulling in the color. So this limey green is us our Agloe Nature Center brand, but that'll adapt to your theme and your brand. And then we've just got the content of the form. So this will place everything here. If it is longer, you've got a longer form with more questions, they'll just be a scroll option within the page. And then the X button will exit.

23:37  
Here's an account form as an example. Very similar. With this one, though, I'm just going to quickly

23:44  
fill it out and show you what the exit process looks like. So if I've set up my info, I'm just filling out the bare minimum, and then Submit.

23:55  
You'll get your success message. And of course, somebody could go ahead and just X out but also it will close itself after a few seconds.

24:04  
And then here's an example of a membership form with the same setup

24:09  
option to again, scroll down if you have a longer membership level list, etc.

24:16  
Great. All right. I think that's it for the forum popups.

24:22  
bunch of questions, but I want to make sure I get through the main features. So we will come back to those during the q&a section later on. But I'm going to keep moving for now.

24:31  
Heading back to the CRM. Next thing I wanted to talk about is the workflow improvements. Go ahead and save my changes. So workflows, we're going to head into tools, workflows, and I've got a couple samples already set up for these. So the first brand new option for workflows. You find my new ones that I set up today. There we go. Is the option to have a workflow

25:00  
It is specifically only triggered when you the user has added an account to it. This might seem a little bit contrary to the idea of workflows being automation related, but hear me out.

25:12  
I think the reason this is useful is you might have a situation where you're going to follow the same five to 10 tasks that could include sending emails, updating fields, creating activities, adding a note for people, but the people that you need to,

25:30  
you know, set off that flow of tasks for don't have a unifying characteristic, or they might come into your organization kind of one by one overtime. With this, you'll still need to kind of tag them to be added to the workflow, but then that series of however many tasks will be automated from that point on. So I think that's the real value with with this new option. Let me show you what the setup looks like. So if you're

25:57  
creating the workflow from scratch,

26:00  
let me just deactivate here. So I can actually show you,

26:04  
the trigger will be under the event section. As Anna mentioned, it's this new account added to workflow trigger. The next one that I'll show you right after this is the account form submitted. So these new triggers are side by side in the event section here.

26:21  
I'll stick with that trigger.

26:23  
We don't need to specify a target for this workflow, because you'll specify it when you add somebody specifically to the workflow. But then you're able to fill out a series of actions as usual.

26:35  
My example here is, let's say maybe i My organization tends to have in person events as part of our programming. And I often hear about potentially interested volunteers just in person from talking to people or having them sign up on a paper sheet. So I'd like to trigger an automated workflow to follow up with those people coming out of those events. So I've set up an internal notification to myself to remind me about this person, and then I'm going to follow up, I'm assigning myself an activity to follow up with them. I'm updating an Account field on their account to tag them as a volunteer or prospective volunteer. And then I'm sending an email directly to the prospective volunteer to give them next steps and prompt them to fill out our application.

27:25  
The way to specifically add people, I'm going to go to an account. Yes, I'm going to use

27:32  
Oh, I'm sorry, let me activate this workflow before I leave and try to demo it to you.

27:38  
I've done it. Okay, that's alright. I'm here now. So I'll just demonstrate adding a different workflow since I forgot to reactivate this, that one, but this is Yuki block, that is my cat. But she's going to be a prospective volunteer for us today. So in the Account section, you'll want to find the workflows tab, if it's not showing up immediately use the search at the top to narrow it down.

28:03  
And Yuki has been in a few workflows in the past. But the way to add her to a workflow that you're triggering directly, will be assigned workflow. And then we'll choose the workflow workflow from the list. Because I forgot to reactivate the workflow we were testing, it's not going to show up here right now. So just to demonstrate, I'll pick a different one. But that'll be the option then to trigger the specific workflow for a specific account.

28:31  
Some other examples of how this new workflow could be useful. I'm just checking my list here. So I mentioned prospective volunteers. You could do similar workflows with prospective board members prospective junior or associate board members, when there's a standard process, you take them through potentially managing new major donor prospects of setting up a Prospect Record and related activities, notifying someone internally to put them on a list and follow up with them.

29:01  
New prospective members,

29:04  
you know, a new member, you might have a certain flow where again, you add them to communications, you add them to a prospect record, etc. And then potential event sponsorships could be similar. You might want to create a Prospect Record, create activities have an internal follow up all of those kinds of tasks.

29:21  
All right back to workflows. And let me show you the second one. So as Anna mentioned earlier, the next one is the ability to trigger a workflow based on an account form being submitted. So these will be our new account forms here. It is, it has previously been possible to send a specific version of the system email acknowledgement that's sent out from this. What this new feature does with workflows is allows you to do more than that if you need to send a series of follow up emails or you need that initial email but also to create an activity to follow up with someone that kind of thing. So I'm running with the

30:00  
associate board or junior board example here. But this could work for volunteers for board members for any type of application or

30:08  
submission that's coming in through your account forms.

30:12  
So with this example,

30:17  
the trigger is going to be that an account form is submitted. Let me deactivate this one to show you the target. So for this new workflow target will be important. In particular, you can limit down by a few different criteria. So by custom fields by other account data by windfall data, if you use the windfall integration, but probably the big one will be the one I've already filled in here, which is the name of the account form that will be in that account form section. So here, you'll just get a list of all of the account forms that are saved in your system, and that are accepting submissions. So I'm going to choose my associate board application here. And that way, this workflow will only trigger specifically when somebody submits an entry to that forum rather than any others. And then again, you can use and have the full range of possible actions. In my example, I'm sending a thank you message to the applicants and then creating a follow up activity for myself to schedule an interview with them, something like that.

31:23  
Alright, and while we're here, next thing that I wanted to demonstrate about workflows, we've made an adjustment where

31:31  
when you have an email in the workflow, if if you've been using workflows previously, you may have run into this where when a workflow is actively running, you're not able to make changes to the basic items of the workflow, including editing the emails.

31:47  
This is so that, as accounts, you know, might be triggering that workflow at any second, you know, depending on what the trigger is. And they might even be mid workflow. If you've got a workflow with some time delays built in. It's not possible to kind of change the basics of the trigger the target and the actions. But we realized that it can be a pain to not be able to edit the specific content of emails, especially if you maybe you just find a typo or something has changed, you need to update the from email address, so people are replying in the right place. So the new option we have here is, when the workflow is active, you can still come in here,

32:27  
click into the email, and make adjustments directly to the email while the workflow continues running. The way it will function in the background is essentially when you open this editing panel will save the email as it as it is prior to you making changes, continue to send that out as the workflow runs. And then as soon as you hit save changes, we update and start sending the new version.

32:53  
All right, I think that's everything I wanted to touch on quickly here for workflows. So let me talk about that membership status option really quickly here. For this, I'm going to head into reporting. And I'll just use a basic all accounts report for today.

33:10  
For you all who are membership association organizations or who use the membership module, in addition to other modules, you may have run into this where reporting on membership has a few tricks to it, there's some easy places to go, you can click on the membership section, you can use the one click current members report. But if you're running just a general all accounts or mailing or email audience report,

33:35  
you'll notice that you need to report on who your current members are using the membership expiration date. So you might be doing something like membership expiration date must be greater than custom choice current day. And the membership transaction status has to be succeeded because you don't want to include people whose credit card failed. And you may have some other elements even beyond that. You also might want to say that it's specifically the oops them jumping to the answer already, you might also want to say that it's only the most recent membership that we're checking the status for. So essentially, you could end up with these three criteria. And if you have lifetime memberships, where the expiration date is blank, you might even have a full extra set of criteria for them.

34:24  
What we've done is simplified this quite a bit. Instead of needing to use those multiple criteria and base status on expiration date, we have a new option called account current membership status. This will be available in all of your account based mailing and member reports in the system. And we've also added it to your event reports in case you want to you know report within your event registration list about people's membership at the time they attended or at the time they registered for the event.

34:56  
This criteria will just have three options. So you

35:00  
Future active, inactive. And I'm actually going to jump back to the slide deck to give you a rundown of what all of those mean. So let me switch back here and get back into presentation mode.

35:17  
Okay, so this is the definition of each of these. So if account current membership status reads is active,

35:24  
the account has a successful membership transaction, where we're within their membership term. This doesn't include the grace period, since they have technically expired then. So for that, if you do want to get, you know, active plus a grace period, you may want to add some additional report criteria for that specific situation.

35:46  
Future membership status means they're not active now. But they have already paid for a membership successfully paid for a membership that's starting in the future. So that should be a fairly small group. But for those of you that have maybe a fixed calendar, your membership, that'll be valuable to see who is paid for next year already, even though they aren't a current member this year.

36:08  
Inactive will be they've had a membership in the past, but they do not have a current or future successfully paid membership. If they've had a successful membership in the past, and maybe their credit card failed. While they were attempting to pay for a future membership, they'd still be considered inactive. Active will just be when the payment succeeds. And finally, rather than calling them inactive, we're just going to have the field be blank for anyone who has never been a member in your system. So it is possible to report based on current membership status equals blank to get your list of non members within your database. So quickly at the bottom here, I just have the full list of the reports this has been added to see again, it'll be mailing and account reports. It is included in the household report as well. So you can report on the households primary contact membership status as part of their family. Additional contact reports. Member reports as I mentioned, and event reports.

37:09  
All right. Got a

37:11  
let's see a couple more minutes. So I'm gonna keep going with other features. And then we will get back to q&a.

37:18  
So other notable features. First thing I wanted to mention is we've added a couple more reporting fields. This is more fundraising focused, as opposed to the the new membership fields I was just talking about. We've created a series of new summary fields that will combine the donation total and soft credit total on a single donors account. So they can more easily report on their total giving, potentially across their direct giving and their donor advised fund or family foundation or other types of giving. These are going to be added to all of the communication and mailing reports that entire category, the donor report and the household reports. I'm going to switch back to the system to give a better view of this one.

38:05  
I'm going to stay right here since I'm already in the all accounts report. So these will be added to the soft credit section in all of the reports where you typically see see those criteria, all the reports that I mentioned, this will be added to

38:19  
first. First up, you'll see that we continue to have the option to just pull the soft credit total on its own. So those are these fields that are already here. What's new, if you scroll down a bit is

38:32  
this calendar year, last calendar year, current and past fiscal year, and then all time amount and number of donations including soft credits for the account.

38:45  
An example of where this could be useful. Let's say you wanted to get a list of your major donors who you know met your major donor threshold I'm gonna save for my sample organization. $1,000 is a major donor for us. So maybe they've reached the $1,000 last year, but they aren't there yet for this year, whether they're fully lapsed, or they've just given partially towards that amount. So to get an accurate report of that, including their soft credits, I would do something like last calendar year total

39:17  
greater than or equal to 1000. And

39:24  
current, this calendar year total is

39:29  
less than 1000.

39:32  
I also went in earlier and already saved a new output column layout that includes all of these so for this example I'm going to show last year and this year total, including soft credits.

39:43  
Last year total of just soft credits, this year total just soft credits and then last and this year total just donations because I'd like to see the breakdown of how they're giving across soft credits and hard credits.

39:56  
So

39:58  
Oh, it's you

40:00  
The block again, I said, I set this up in advance, obviously. But so we've got, okay last year total, including soft credits was 1000. This year, she's only at 800. So far, so I'll remind her about this later. But

40:16  
I could see the breakdown then. So actually, last year, none of the giving was soft credits, the full 1000 was just direct giving, as we can see over here. But then this year,

40:27  
she received a $700 soft credit. And

40:32  
so she's doing great as far as soft credit giving this year, but direct giving for 2022 is only $100. So I think this is, this is the thing that I'll just, you know, remind her about, because I think we could get to that $1,000 or more for this year. She's a cat, so probably not. But that's the idea. So this should give a much clearer idea of people's true giving across donor advised funds, family foundations, companies, they might own any of that other giving. One thing I did want to mention, these new criteria and output columns are being added to the household report as well. But we have some special logic built in for those because what you might be doing in your system is having spouses soft credit each other for gifts just to get that kind of true picture of household giving. Because of that we didn't want to double count donation amounts. So when you're we're calculating the household donation total, including soft credits. I didn't mean to click on that. But when we're calculating that, we're going to include soft credits from any other entity in the system, so Family Foundation, DAF, etc. But we're not going to count soft credits received from other members of the family, because those donations are already counted as their primary amount. So you will not see those family giving amounts duplicated, they should only be counted once towards the household.

41:57  
Okay,

41:59  
next to I'm just going to go ahead and demo these since we're here in the system. And then I'll go back to the slide deck to just recap them. But we have two new settings that I wanted to point out in global settings. So I'm going to head in there quickly here. And the first one to mention is related to the new constituent login portal.

42:19  
For folks who haven't had a chance to check out the new portal or haven't migrated over to it yet, this won't affect you, unless you decide to adopt that later on. If you're a client who signed up with neon in the last couple of months, you've already got this. So don't worry about hearing about the legacy versus new portal, you've got all the new stuff, the new setting that we have an option for is going to be

42:42  
down in constituent portal constituent portal dashboard.

42:47  
And I'm just going to open the dashboard preview to show you the part of this that we're talking about.

42:55  
So if you check this out before, this is our new landing page for the constituent portal with a lot of stats and options, and just data to show folks and then you can show or hide these different sections depending on how you're using the system. The feature where we've made a change to though is actually just this simple greeting that we have at the top. So we'll say good morning, good afternoon, good evening name. For company accounts, it'll just be the Good morning, afternoon, evening without the name.

43:25  
The feedback we got is that not all of you are on such kind of using such an informal greeting for folks, you know, we want to make sure that we're matching your brand, not the other way around. So we decided to offer an option for a more formal greeting. You'll find it on this constituent portal dashboard page, scroll down to the portal greeting section.

43:48  
We're defaulting to that informal greeting that we already have. But now you have the option to switch to a more formal greeting. So this will still be good morning, afternoon evening. But we can use prefix plus last name. This little info

44:04  
mouseover will tell you that if the prefix is missing from a particular account, it just wasn't asked or wasn't supplied. We'll fill in the first name instead so that you won't ever be addressing somebody by last name only. So in that case, it'll just be full name. Also, if neither of those options are fitting for you, you can just hide the greeting message entirely.

44:26  
One more global settings change. This next one is related to donation forms. So this will be down under fundraising. And you'll notice a new option here now called minimum donation amounts. This is a pretty simple settings page where you can set up a minimum donation amount for one time donations and then also for recurring donations.

44:51  
This won't affect you as a user entering donations through the back end. It's just for your donation forms.

44:57  
If you've been a longtime user, and you've used our

45:00  
older version of donation forms, you might be thinking this setting already exists and your rights. Previously, we had this under forms and pages, links and pages, we've moved it here and updated the look of this page just to make it easier to work with and use. And most importantly, now that we've moved it, this setting is going to apply both to your older donation forms and also to your new donation forms. So if you'd like to set a limit just to, you know, have a threshold under which you don't want to manage the donation or deal with the fees, or also just generally for protection against any fraud attempts on a donation form, that's the main idea here is that you can prevent anyone from testing donation amounts under a certain threshold that you'd like to use.

45:49  
Alright, one last feature I want to mention, then we'll get back to the deck and onto the q&a. The last change, this isn't really demo worthy, I can just kind of tell you about it. This is in our file manager module. If you use the File Manager much it's kind of under the radar, but it's powering all of the attachments and uploads that you might place into your system. So things like adding an attachment to a note on an account or an activity or a grant record, uploading a note or a PDF to a membership or donation that's been made. Or even if you're using it to directly allow your constituents to log into the portal and upload files to share with you. Those items are all powered by the file manager. The change that we've made is we're going to unlimited file storage for all users. So

46:43  
no need to go back to the File Manager page and look at your remaining disk space or ask us about it or worry about deleting files, it's going to be unlimited from here on out. More File Manager updates are coming. But that that one we wanted to get to you as quickly as possible.

47:01  
All right, let me jump back to the deck.

47:08  
Alright, so this other features page will be listed in the deck. If you you know, take a copy for yourself once we have this available. Just wanted to quickly recap. So we've got that new donation, new set of summary fields for donation total plus soft credit total for accounts. And then for households, the new formal or informal or just hide it entirely option for the login portal greeting message.

47:33  
Oh, one that I forgot to mention as we went through this is just a little update. But when you're designing an exit page for your new donation membership or account forms, we've had the ability to customize it with tokens in the past. But we've added that support for those tokens to the title field. So you can just directly say, thank you name in big bold letters on that exit page, if you would like to

47:56  
another small change.

47:59  
We've gotten a few of feedback from a few of you that it can be kind of easy to lose track of your default campaign in the campaign's list because it can just move down the pages alphabetically or by time. So we've made a quick change to pin the default to the top of the list. So it will be easier to keep track of and make changes to as needed.

48:21  
We have the new minimum donation amount page that I showed in global settings. And that donation amount will now apply to all of your donation forms. And then lastly, removing the storage limit for the file manager.

48:35  
All right, I think that's everything that I want to talk about. So I'm going to hand it back to Anna to go back to our personas. Beautiful, thank you so much, Laura, thank you for that amazing demonstration. And I've been seeing all the questions come in and the chats. And it's exciting, it seems like you all are very excited and really appreciate the fact that there's some

48:55  
hype going into this release. And we're gonna continue with that as we do releases in the future. But in this particular release, just recapping what Laura mentioned, for that development director, or those of you who have all of the things that you're doing all the hats, you're able to have those new ways and enhance ways to share your online donation forms, and have those improved recordings on total impacting including those soft credits. Also membership directors, you're going to have those improved membership forms and the way that we can have pop ups and sharing easier and faster ways to report on those current numbers and future members. And then for system administrators, being able to have those new workflow options and criteria really being built in to save time, as well as unlimited data set and file storage. So there are so many things that happened in this release. And we're excited and I also appreciate the fact that you were all letting me know that you all could hear Laura well I could not so I'm not going to tell Laura that anymore. So thank you for that. So as we move into our next session

50:00  
sin before q&a, we want to engage you as part of this community. And one of the things that I've done in past worlds that's been really engaging and helpful for you all is to talk about things that have been released in the past, maybe you don't have time amongst all the other thing is to go read our release notes, or you're not familiar with what we've done in the past for your organization. Or, or maybe you're new to neon CRM, and, and you don't have all of the knowledge about what's happened in the past. And so we want to introduce this concept, where you guys are going to be able to vote about what past feature we're going to talk about in our next webinar. So each webinar, we're going to ask and pull you guys on what you want to know, and learn more about. And then in the next release, come back to the webinar. And you'll see the information about it. So as we move in, I'm going to launch a poll, and it should pop up on your screen. And go ahead and answer that poll. We're going to give you a few minutes here. Seems like there's lots of questions coming in. And so we're going to be addressing those here in a few moments.

51:17  
And while you're answering this poll, we also have a few other

51:22  
things that that might be intriguing. In the chat after you've answered the question, we would love to hear what is one thing that you learned today that you're going to go back to your organization and implement or do differently as a result of what you know now. So again, that's what's one thing that you're going to take away from this webinar and apply to your organization.

51:49  
Nice, seeing workflows, adding the pop up button, counts for workflows, workflows, minimum donation account, okay, I got, I got seven things a love it, I love it.

52:05  
I've never used workflows. So that's going to be a change. Yeah, workflows are an incredibly powerful tool that we have. And if you need any help, certainly reach out to our support team. Go meet her on the forums, pop ups, beautiful. Love this. All right, so can continue to tell us what's great, and what you're going to take away. I love this. We also want to know before we move into q&a, and talk about who's the winner of the future, if you will, we'd love to know how this webinar was for you. It's our first one, as we've mentioned several times at the beginning, and we want this to be a great experience a great learning point and valuable for you over time. So is there something that was really beneficial in this webinar? Is the the format that we've done this working? Should we change something is something like No, no, we don't need that anymore? Let us know. And we'll make shifts to make that butter. So again, is there anything that we might change or keep to make this valuable for you?

53:07  
Alright, so as you let us know that information in the chat, the winner, based on everything so far, and I'm going to end the poll, we got 79% reporting, the new donation forms is the clear winner with 40 41% of you voting for that. So again, next time, we're going to talk about the new donation forms. And and in that poll, and share the results really quick. I don't know if we're actually sharing the results in what you can see, but so there's that 41% With the new donation forms. In the next webinar, at the end, we're going to talk about these new donation forms, just like we kind of put that at the end today. And then we'll vote for the next item.

53:53  
All right. So now we're moving into q&a. And we have many questions that have been answered by Aidan, thank you so much for that. And we have 10 questions currently that we've kind of curated a few will for us to address.

54:10  
So one thing is, do you intend for organizations to make campaigns for each new season and project? If not, how do you stop the total raised from all time showing up in the thermometer?

54:28  
Yeah, can help us that one?

54:30  
Yes. So the best option for that will be to create a new campaign that you can then link to the forum so that your your goal meter will start from zero again, and you could set a goal for that specific amount of time. What I'd recommend though, if you have a structure where you like to keep a single campaign over multiple years, it might be useful to use the ability we have in the campaign's list to set a parent campaign. So for example, if you have kind of an evergreen annual campaign

55:00  
And that would be the parent. But then you could set up a quick campaign for each specific year, calendar or fiscal, and have that one be the one that attaches to your form. So a little bit of extra setup to create the campaign. But keep in mind that all you really need to set up the new campaign is the name and then that goal that you want to set.

55:19  
Beautiful. Thank you so much for that.

55:23  
Sara asked, Can you manually include donations made by cheque cash, or through Facebook to update progress towards the goal? Do you need to be entered as an individual pledge? Or do you need those to be entered as an individual pledge?

55:39  
Got it? Yes. So any, any donation entered to that campaign or event registration, if you've got the campaign link to an event, as I mentioned earlier, that will count towards goal. So you're not only showing the online transactions that have come through the form, you're showing the entire campaign set could include open pledges, cheques, cash, something from from Facebook, or third party events, any of those details?

56:06  
Beautiful.

56:08  
Jennifer asked, we've been waiting to move over to the new forms until you are able to add the fully custom header and footer. So the web template

56:19  
is this pop up feature meant to replace that need? Or is that still in the pipeline?

56:24  
Yeah, thanks, Jennifer, for asking a popular question we've been getting as you can imagine, yes. So we did find when we updated the design of forms, kind of from that very vertical design of the legacy forms to this more fully laid out design. We ran into trouble accommodating everyone's kind of unique website coding, the way we used to create the header and footer, which is why we introduced themes, we're definitely looking for feedback about themes, if there's other changes we can make to make them a more useful option to you. But the idea with the pop up feature is to give you an option, where you're just fully embedding the form on your website, don't need to send people away, everything will look familiar and branded, and then the extra page will direct them straight back to your website, rather than taking them to a neon hosted page.

57:12  
Now, there's a couple of questions coming in. So how do you build a parent campaign, there are lots of tools and guides inside of our kind of support articles. And so I highly recommend starting there. And if you have specific questions, go ahead and ping our support team. And they'll be able to help you through that. There's also a lot of chat chatter going on in the chat around the most requested idea from the suggestions portal. So in the q&a, and in the chat, I've been mentioning the suggestions portal a few times, because that is the best way to get us the information about what we need to do, what the challenges are that you have. And while definitely letting us know in this chat is great, and we're gonna look at it, the best way to do that and to be informed of how it's progressing is through that suggestions portal. And so that link is in the chat a few times. But that being said, the most highly suggested comment or idea was actually to make

58:14  
emails editable in and letters rather, and making those editable in real time so that you didn't have to create a new one, and then update it to everything that's been created. And we actually released that in October. So last year, that functionality has been released. And we added that workflow ability to edit the the emails this time around. And so for those of you who had voted 89 of you have voted for that. We did release that and made a notification about it. And I don't know, we may not have time today to show you how that can work. But certainly, maybe a few seconds of showing that capability.

58:59  
Even if it's just like show it on the screen and click Edit. While while you're getting there.

59:09  
There's a question about when will we be able to add additional tokens to workflow email content blocks?

59:18  
Got it. Yeah, we don't have anything specific planned, but have been adding tokens as we add new workflows. And as we make updates, so I think those are those would be great for an addition to the suggestions portal. As Anna mentioned, if you have a particular token you're looking for that's missing. That'd be a great way to let us know. And we are typically able to make those updates kind of as we make other changes and just include them in our various releases. For sure.

59:46  
Okay, I think I've got a quick email and letter editing demo. I'm just going to show system emails for today but system letters, it's the exact same option that we've added. And just to pick a quick one because I think I have it set up I'll use the

1:00:00  
donation appreciation, emails an example here. So when you're in working with your system emails or letters, and you go into manager settings and your versions for specific email, previously, any email in the ready to send list down here was not able to be edited. So you might have found that when you're just trying to make a quick update to your donation appreciation letter for the new year, or for a specific campaign, you needed to build from new or copy an existing email and work from that. The new option is for any of these emails Mark ready to send, you can just click this new edit button, and it'll take you straight back into the editor. Wow, that's a giant logo I'll fix. That's just my template. I'll fix that later. But

1:00:48  
the logic here is going to be exactly the same as I talked about earlier for workflow emails. So at the point where you open the editor, were kind of snapshotting, the version of the email that you've had before you started editing. And if somebody were to happen to go online and make a donation right, now we trigger the existing version. But as soon as you go through this and save your new version of the email, we'll start sending that

1:01:13  
this will prevent you from needing to make changes to your email conditions to adapt to new versions of emails. So if I make an edit to this honor memory letter, it'll still be attached to the condition and I won't need to have all those additional clicks to keep it up to date.

1:01:31  
Beautiful. Thank you so much, Laura, there's definitely more that we can certainly talk through. And with one minute left, we want to go back to kind of our ending for this particular meeting. So Sam, back to you.

1:01:46  
Great, thank you guys. Yeah, so I wanted to just touch on our next month's webinar, which so mark your calendars we will be hosting the second webinar. We see that on screen here in a moment on December 20. At the same time, 2pm. Eastern Standard Time. And we will be sending out invites for that in an email just as you have seen it and register for it in the past. It will also be up on our website soon at NEON one.com under the webinars. So that's actually the Resources page within the navigation menu. So to build a little bit of excitement, we will be talking about a few fun features, which are things like file attachments Made Easy, meaning you will be able to have the ability to attach files directly to your neon CRM forms. We are taking the cap off our file storage limit, we have made a few other file manager improvements. And a few other enhancements that we are making in December will be the ability to add donor cupboard fees to recurring scheduled donations, invoice creation for administrators, and then adding custom address types and address type reporting. So we'll definitely dive deeper into some of those features. But really excited and thank you everybody for participating. We really appreciate I think both Laura and Anna can echo this all of the chat, the q&a, the questions, definitely gives our team just insight into how you're using your neon CRM system, and definitely things that you want some additional insight as well as training on so so thank you.

1:03:39  
Awesome, thanks, everybody. And thanks for staying with us have a great one.

Transcribed by https://otter.ai