0:01  
Good afternoon. I'm gonna give it a tiny, tiny bit, just to confirm that people can see me. And then we're gonna get started with our product keynote. So what's going to happen is we are going to play a pre recorded video that shows the future of the neon one ecosystem. We have Nolan Martin, heading that up.

And so then after that, we're going to transition into live q&a. So get your burning neon, one product questions ready, folks? It is my responsibility to get the cream of the crop for our product team. So you're gonna meet several people who are helping create some of the innovative ways that we are creating generosity experiences. So without further ado, my team can just confirm that I'm on the main stage please, or comments from the crowd. And then we're going to go ahead and get started. Just want to get one conformation

anybody, and then I'm going to play it. I don't know if everybody's like getting lunch or still speed networking. So I just want to make sure that we are good to go. You're good, Tim. Thank you. Okay, now for that nobody wants to see me everybody wants to see Nolan. Alright,

1:45  
afternoon, I'm Nolan Martin, Head of Product Management for neon one. It's my pleasure to speak with you today about our neon one ecosystem. First, we want to share with you a little bit about our roadmap planning process, in particular, where do our product ideas come from? And how do we come up with our product roadmap? Next, we'll talk about our 2022 roadmap, spotlighting some of the items that we've recently delivered. Then, looking ahead, we'll talk about our core focus about the items we plan to deliver between now and the end of the year, as well as the areas we are focusing on as we move into 2023. Finally, we'll wrap up with a live q&a session with our product management team. We've got a lot to cover. So let's get started. We're often asked how do we set our product roadmap, and where do our product ideas come from? We actually receive ideas from a variety of sources. But all of these trace back to you or nonprofit organizations. The product management team frequently reaches out with surveys on different research topics, and we appreciate your active participation and responses. We also reach out to visit with you and your staff in the form of customer visits both virtually and in person. Over the course of the year, we'll do hundreds of visits with nonprofits across the United States and Canada. We truly appreciate you and your staff taking the time to visit with us and to share your thoughts and ideas on how we can make our neon one solutions better.

We also receive feedback from team members across neon one from sales and marketing, the product development to all of our service delivery teams. Every week, we receive feedback from team members that have spoken with you and want to pass on your ideas and suggestions. And now we also receive ideas and suggestions directly from you through our new suggestions portal. In early September, we launched our new neon one suggestions portal. Once logged into neon one, you can access the suggestions portal from the Help button icon located on the navigation bar. Inside the suggestions portal, you'll have access to forums for each of your neon products such as neon CRM. Within each product forum, you can submit a new idea. Vote on existing ideas, provide feedback on ideas and share your voice for the future of our product development. If you engage with an idea by submitting a new idea or voting on an existing idea, for example, you'll automatically receive updates as the suggestion progresses through development. If you've not checked it out yet, please do. In the short time that the suggestions portal has been live. We've already received hundreds of new ideas and suggestions and 1000s of engagement interactions with submitted ideas. We'll talk later about how several of the ideas you have submitted already are moving along. Now let's talk about our 2022 roadmap. We'll start by spotlighting some of the items that we have delivered recently, beginning with neon CRM.

Based on feedback we received from you, we updated the constituent login portal to enhance the user experience. We've made it easier for constituents to find what matters most to them all in one place to securely manage and maintain their information and to engage and grow their relationship with you and your organization through giving membership and volunteer opportunities. PCI compliance is a requirement for any organization processing credit card transactions, but it can be difficult to navigate, and it's often hard to even know where to begin. That's why we introduced a new PCI compliant solution available at no cost to all neon one customers. As a neon one nonprofit, you can use this program to receive step by step Compliance Certification assistance on an annual basis and you have access to PCI experts 24/7 by email, phone and chat support. And again, at no additional cost. The PCI compliance program is included with your neon one subscription. We also made it easier to move around and to access self service options within neon CRM. Through the new waffle menu, you have quick and easy access to each of your neon one applications. And using the new Help button you have access to support center articles to the new suggestions portal to submit support tickets and to the new neon one Academy. Speaking of our neon one Academy, we're excited to announce our new learning management system, providing you online access to learn when and how you want. You'll find online training videos and resources to help you whether you're brand new to neon one, or a veteran neon one user. Be sure to stop by our neon one Academy session on Thursday to learn more. Now let's spotlight some of the recent updates to neon fundraise. Recently, we enhanced our team's functionality, making it easier to recreate and communicate to previous campaign teams. Team captains are now able to recreate teams during the roll registration flow, and to email past members who have not registered for the current year's campaign.

Also released in August, we made various updates to enhance tickets. fundraise users now have the option to cover the purchase cost of tickets. This option is available on all ticket forms. Through our email templates, you can personalize the language to communicate how the covered costs are acknowledged, whether it should be considered a charitable gift or not, as well as to distinctly thank those who have opted to cover fees edition Additionally, we've enabled the ability to synchronize tickets with neon CRM, you can now synchronize either tickets or registrations to an individual campaign within the CRM.

Now let's take a moment to highlight recent updates to neon giving days. This year, we've made it easier for our given days host to reengage with previous donors host can create and send email campaigns to previous donors. donors receive an email with a personalized URL, which takes them to a pre populated donation card, where they can review last year's donations and click to easily repeat their donation.

In August, we made design enhancements to our giving days organization search page, we updated the search page to have a more modern look and feel with larger donate and learn more buttons. And by highlighting the categories on the organizational tiles, we've made it easier and faster for donors to find and engage with your participating organizations. Apple Pay and Google Pay are two of the most popular payment methods, and we're happy to make both of them available across our neon one ecosystem. These options provide you and your donors, more options and greater flexibility. Now let's take a look ahead at the new solutions we'll deliver later this year, as well as the areas we are focusing on as we go into 2023. As we look to our roadmap through the end of this year, and into 2023 three areas drive our core focus across the neon one ecosystem intelligence, content and automation. intelligence. Intelligence is more than just providing new data. Nonprofits have tons of data every day you collect more and more data. But how does all this data support you? And how does it help you deliver more mission? At neon one, we want to offer you solutions that provide you built in intelligence content. As you engage with your stakeholders, your donors, your volunteers, your board members. Content is at the heart of your messaging and communications. At neon one, we want to provide you solutions to effectively manage and deliver content dynamically. Automation. As a nonprofit organization day in and day out, you're pressed to do more with less. At neon one, we want to provide you solutions that automate repetitive tasks, allowing you to spend less time on those tasks, and more time on the activities that provide more value to your stakeholders intelligence, content and automation. individually. Each of these areas provides unique and tangible value. Combined together, these three areas provide immense value and opportunity. Together. These three areas make up the heart of our neon one connected strategy. As we look to the end of this year, and into next year. Let's take a look at our roadmap. In the solutions we plan to bring to you as part of this connected strategy.

We continue to work to make neon CRM the easiest CRM solution to use to help with initial onboarding. And to reduce the impact of staff turnover. We're making the onboarding of new team members even easier through an onboarding wizard, enabling greater personalization and direction by user role. We're also making the import of data even easier, as many of you have told us that you continue to import data, even beyond your initial implementation. Finally, we'll continue to identify and offer new training resources and enact guidance to make things even easier. And neon one, our goal is to provide you with an integrated ecosystem that enables you to deliver more mission. Regardless of which neon one solutions you use. We want your experience to be seamless and straightforward throughout this year, and next, we'll continue to streamline and simplify the user experience to provide you a single neon one experience for nonprofit organizations and associations that focus on membership. We're working on several items to ease membership management, and to improve the membership experience. Through these enhancements will introduce the ability to pay through installments, and the ability to opt in or out of membership directories will provide an improved member only web experience and will make it easier for members to rejoin. We know when we automate repetitive tasks, we free you up to do more and to deliver more mission. That's why automating tasks to make your job easier is at the heart of what we do at NEON one. Many of you already use our workflows to automate tasks within your organization. We're working to make workflows even more powerful by enabling multiple if then statements, as well as by adding dynamic fields for triggers and actions. We're also working to make workflows even easier to set up and use from one click workflows that require limited to no configuration to intelligent workflows that provides you built in intelligence. We're excited about the future of workflows. Building upon our earlier work in fundraise. We are further enhancing teams to enable fundraisers to email past donors who have not donated to a fundraising page. We're also improving usability by redesigning and simplifying the fundraiser email flow. Based on your feedback, we're adding pledge functionality to hundreds and activity challenges within neon fundraise, administrators will now be able to add and manage pledges within challenges. Pledges will be added and viewable within the donor portal, as well as within transaction reports. Many of our nonprofit organizations use our existing integration between neon fundraise and Salesforce to automatically synchronize fundraising data from fundraise to Salesforce. Building upon this, our new bi directional Sync will allow fundraise customers to synchronize opportunity and contact information from Salesforce to neon fundraise, eliminating the need for double entry, while providing new, more comprehensive information within fundraisers. We recently released a beta version of the bi directional sync, and the full release is expected to be completed in early 2023. Keep an eye out for further updates. For our given day customers, we are excited to share about upcoming enhancements to the platform will introduce a new front end experience that provides you ultimate control of how you position your foundation and you're giving the experience as a host organization, you'll find the new front end easy to manage and update. Your participating organizations in your donors will find the new experience modern and easy to use, making it even easier to drive engagement and donations. We look forward to sharing and demonstrating these platform improvements over the next few months through our Giving Day community meetings and other presentations. Let us know if you'd like to learn more. In addition to the front end improvements to giving days, we're also working to make the backend even easier to use. We're enhancing giving days reporting to provide you greater insight into year over year and event to event trends for donor retention and donor matching. This week we're introducing our next generation website solution. Neon websites. As a website, neon websites provides you a modern website experience with easy drag and drop capabilities. As an integrated part of our neon one ecosystem. Neon websites offers you the ability to dynamically publish content and information from Neon CRM and other neon one solutions to your website, such as events and campaign data. As an example, when you create a new event, the information will automatically update and appear on your website, allowing you to manage and maintain the information in one place, while easily sharing it to others. We're excited to bring you this next generation solution which is more than just a website. We spoke earlier about our new suggestions portal. And we mentioned that since we launched it in early September. You've already submitted hundreds of ideas on how we can improve Neon one. We appreciate you too

Taking the time to share your feedback. And we want you to know that we are listening. While some ideas are still being researched to better understand the value to you and other organizations, some ideas have already been reviewed and selected for development. Keep an eye out for these and many more in the coming months. Okay, that wraps up our review of the product roadmap and our areas of focus through the end of this year and into 2023. Now, let's head over to a live q&a session with the neon one product management team.

I'll see you there.

15:32  
Okay, we're gonna bring our team on first here is Nolan in the flesh. Afternoon, Tim. Afternoon. We have Anna. Hey, everybody. Good to see you all. We'll do formal introductions in terms of around here. And then we have Allison. Hello. Awesome. Awesome. So how we'll do this, and we have some some some good time here. We'll start accepting questions. So we're following the chat. Okay, I'm gonna look over and make sure we have the comments going. We can get into pricing and things like that. That's actually a fun one. But we're going to pay attention to the q&a.

16:17  
So start using the q&a. We have a good one in the beginning here. And then we'll also take a look at the chat too, if you want to use that for questions that you may have. But let's do a quick round of introductions. Nolan. I know we just heard from you. But do you want to tell the folks at generosity xchange a little bit about you and your background and and a little bit about yourself? Yeah, absolutely appreciate Tim excited to be here and be on the on the big stage with with you, it's been great to see and listen to some of the other presentations this morning. As you heard before, you've already heard me speak quite a bit. So I'm going to be proud to be as quick and short as possible. So you can hear from the rest of our product management team. I am Nolan Martin, I'm the Head of Product Management for neon one. I've been with Neon one short period of time I joined earlier this year in February. But I'm not new to nonprofit space, I've had an opportunity to work with various companies serving the nonprofit space for a period of years. Overall, I have 20 years of 20 plus years of technology experience, working with small, medium, large organizations, all of them have had in common, really a focus on driving and delivering vision. And so really excited to be part of the neon one team. And to really be able to work with each of you all, our product management team, as you as you kind of picked up from our conversation here is really about understanding your needs on the nonprofit side. So we're excited to be able to come and share with you some of our vision, some of the things that we are working on. But we also really enjoy those one on one interactions with you and your teams through our customer visits, as we talked about earlier. So if you're interested, we'll be kind of sharing some ways where you can reach out and let us know that you'd be interested in talking to one or more of our team members, probably either Allison or Anna not not as much me, in terms of who you want to speak to, but we'll we'll get you the important people to speak with. Awesome, awesome. Well, let's hand it over and get it quick introduction from Anna, we'll start with you.

18:24  
Awesome. Well, I'm Anna Van Cleef, I joined the neon one team recently, but I'm excited about our future. My past history, it has a lot more of the product management capability and a lot of volunteering with nonprofits like yours. And so I'm excited to be able to really dive in to see how we can continue to deliver value to you so you can deliver your mission.

18:53  
Awesome. And Allison. I'm Allison Gelman, a product manager with the team. I also started this summer with Anna and I have 10 years experience in the nonprofit world as an administrator or project manager and a manager. So I'm really clued in. And I'm excited to help you engage your audience in new and interesting ways. Awesome. All right. Well, folks, let's get into it. This is the questions are coming in. So I'll try to moderate these but the team here knows that they can shove me out of the way if they want to take something in particular. Okay, so we have some healthy amount of time here.

19:35  
And if we kind of hit the end of the road on questions, we'll just kind of cut it and let folks go into other sessions and networking, as well. But this is like, folks, this is a great opportunity if you're a neon one user. So I'm going to start with with Lauren's question, which is around workflows and and she's finding it difficult to find workflows that actually fit her data. So she's interested about What is what do we mean by intelligent segmentation?

20:06  
Yeah, so from a neon CRM perspective, one of the things that we're really looking forward to doing is improving our workflows, and being able to leverage those intelligence segments. A few examples of that might look like things for, if someone is likely to attend an event, maybe it's high likelihood of medium likelihood, being able to leverage points of information like that in order to segment and target those people. It could also be things like, folks with a specific interest, let's say they're interested in arts and culture, and you're an arts and culture organization, where you could directly target those types of folks with that interest to get more engagement. So those are just a few examples of how those intelligence segments can dive in. But if you have any additional questions around those, we'd love to hear them.

21:08  
Awesome. Very cool. Very cool.

Well, you mentioned events and things like that. And so I'm going to kick it over to Judy, long time, like, OG, Judy, and I like know each other for a very long time. So always great to see Judy in the questions and chat. She asked any chance you will offer recurring payments for events, we offer classes, and allow people to pay in installments, and we use the recurring donations right now, which works very well. So I'll kick it over to whoever wants to take this because this is a big question for what seems like a small, not small thing. So.

21:52  
So part of the work that we're doing on planning for the next generation of events is, you know, working with reoccurring payments, reoccurring donations, all sorts of reoccurring revenue opportunities. So it has been thought about, as Nolan mentioned, we do have the user voice that portal, people are putting in suggestions and voting on them. So we're really trying to zero in on what our users need, and what are the most the most required options as we build out the next generation.

22:27  
Just kind of add on to that we know, we've made some progress in in enabling some of that recurring functionality in some of our other areas in terms of repeating your donation on the giving days side. So certainly, certainly something where, like, Allison said that we're taking a look at and I'd be interested in hearing more about how that could help better serve you.

22:48  
Awesome. Okay. I'm trying to because we have some comments to that count is questions, folks, so they all count doesn't matter where he asked them. So Robin asks, and this is a fun one, Allison, this is for you. Okay. So is neon looking to develop an event calendar that integrates with the neon websites product? Yes. So as Nolan mentioned in his presentation, we have been working on our next iteration of neon websites. And we're thrilled that there is an integration tied to our CRM platform to our CRM events. So that functionality will dynamically update to our CRM events and anything you input there from images to information to connection to your social media will automatically connect to our new neon websites platform. Yes, yes. Yes, Robin.

23:47  
Okay. All right. Let's see what else we got coming in. Okay, Kim, Kim has got a few questions. So I'm going to start with Kim's. Kim. I know you got a bunch of stuff. So let's break yours out into three different ones. So we'll start with with the first one, which is well, I'll start with this one. Also, can we have the ability to map our purpose codes to the windfall interest and IRS areas? And I have a feeling we might want to expand on that question. But and I'm going to kind of pop it on over to you because I think I've talked to Kim Kim, we have a fantastic session with her. And

part of this is also getting a little bit more of a layering where her specific organizations interests and NTEE codes, finding that match. It's not just that donors in windfall, for instance, have an affinity for right now. Just any nonprofit, it's more of a more like can I get more directly connected into the people that are more synced up with me

Mission specific IRS code?

25:04  
Yeah, so I would say that we did do a recent update to the windfall integration for getting SEC money in motion, household debt loan to value ratio and rental property owner.

25:18  
However, as we're thinking about kind of some of those deeper dives and purpose codes and things like that, to analyze your data better, I think we have a larger strategy on how we might be able to accomplish that. But Kim, I know you and I have been in conversation. And so I'd love to take that on offline with you,

25:37  
if that would be beneficial for you.

25:40  
So And on that point, Kim did also ask a little bit more information about the bi directional sync for neon fundraise. So can we talk a bit about that? Because it's not a neon CRM sync? It's actually with the neon fundraise system. So I can, can you expand on a little bit more of what objects that might be interacting? Yeah,

26:01  
absolutely. We touched on just real briefly during the session, this is on our fundraise the neon fundraise for for those customers that were originally on the rally bound platform. And so we've we've expanded what we've had in terms of a one directional Salesforce synchronization, to do bi directional, the the focus is going to be around donation contacts and opportunity information from so allowing that information to come from Salesforce to fundraise. And obviously the the intent there the goal to eliminate that double entry. So it sounds like there's interest in in the volunteer aspects. And we'd be happy to look at that and explore some of this work had been scoped out prior to the three of us joining. So we're excited to bring that forward this year, but happy to get those feedbacks through through this channel, plus through our suggestions portal to get a sense of what are those additional data elements that would serve you and benefit you in terms of that, that synchronization?

27:01  
So we have some other interesting questions. There's, there's one kind of mobile and data transfer. I'm gonna hold off on that one for just a moment. But this is a big question that always comes on, on and it's from anonymous, which is perfectly fine. You can submit anonymous questions. Are there any updates coming towards reporting? It's a great place of peace of the system, but can become confusing for users. And sometimes multiple reports are required for one instance, any updates to output columns or new reports? And you're already jazz? So let's get into it. I'm jazzed.

27:41  
That's for sure. Because yes, is the answer. I would say that we've gotten some mixed feedback around our reporting. Some folks really love our reporting capability as it stands. And some, just, as you noted, have a little bit of a struggle, and it can be confusing. And so yes, in 2022, and 2023, we're going to be looking at our reporting capability, seeing about how we can improve its overall user experience and make sure that you get the data that you need, in an easy to use way. So the answer, yes.

28:17  
Or

And I know the question was coming in from the way it was worded was around CRM. And so we shared some information there. But if anything was also somebody was interested from the Fundraise perspective, and Giving days, as we touched on, we're obviously focusing in that area of the reporting as well. So we truly appreciate it's not good enough just to get the data in, we have to continue to look at ways to make it easier for you to get it at that all. We're also as we've talked about, how do we just really, truly build more intelligence so that it's not necessarily about exporting or pulling this out? And truly in a report? How do we make that more meaningful to you in the context of what you're doing? Like I said, that flows into automation and things like workflows but excited to be doing some work with with reports from CRM to fundraise to giving days across our ecosystem this this these next few months and into next year.

29:09  
Well, and I think if we look at current trends with things like the Fundraising Effectiveness Project data, which we're part of right, which look at donor retention and acquisition, data, the the importance of intelligence, especially for practitioners to act on, is vitally important. Now, probably the most important that it's needed to be focused on in a very long time. The pandemic showed that a lot of people are generous, but that those initial new donations that nonprofits may have acquired in 2020, started on the small dollar side to drop off. And there's a lot of platforms in the digital space that talk about

We need frictionless giving. But the reality is that it's not about making the gift easier to do. That's important. We heard that with Katie Murch in terms of accessibility, Mallory Erickson in terms of those those types of engagement points, it's what happens after the gift. That is of the real concern here. So I'm really excited because we're looking at this holistically folks, that it's not just CRM, there's a whole ecosystem of data that we need to look at.

And this is where I think the improvements that we've made in things like neon one Academy are going to get highlighted here, but there's a lot coming. So this is kind of I'm gonna pitch it to all of you. Because also some of what Jennifer's question relates to, is our service delivery team as well. It's not just product, right? Jennifer is about to launch with neon CRM, kudos, we heard that. And the training we've received is very general. How do we as users, for several varied departments best engage your smart, knowledgeable training team? On our one hour calls? Ooh, who wants to take that one?

31:20  
I think I'll start with love the feedback from my team, of course. But I think one of the things is knowing your goals, right? So if you know what your goals are, as an organization, what you're really trying to get out of any of our neon products, then you're able to really think about what are the questions that I can ask those wonderful, talented group of people to get the answers. And in some cases, you may not know what to ask, that's when you can say things like, what are some best practices for this area, or this type of goal. And they can give you some insight. Also, I would definitely recommend, as Nolan mentioned in the recording, being able to go to our neon, one Academy, deep dive into some of those areas where you feel like you're going to get a lot of usage, and then spend the time with your consultants and implementation team. really diving into questions you have after those recordings. That does two things for us. One, it helps us make those recordings better, the that courses better, the quick reference guides better. But it also helps us to understand needs for organizations like yours. Would love your thoughts though, Allison and Nolan. Yeah, so I want to jump in here to a lot of the work that I did in previous nonprofits and working with LMS systems utilized cohort learning. So I think it's a really interesting idea. If you gather a cohort within your team within your organization, whether it be volunteered or paid staff members, and utilize cohort learning go through the LMS program together, maximize your team, thinking about this learning in this onboarding process. And then you can really utilize those one hour sessions through the group through that cohort and what you take away from it. So that's, that's something that could be really effective for our nonprofits. And there's been a few questions on things like training, what we'll do is put the new academy website, if either the event team can do that, or I'll pop in and post the link to the new neon one Academy, because also for the question about like the single shop person, right, like, I'm just the only person using it, and it can get into a rabbit hole. This is where the new and the Academy's like a few weeks old, too. So we've identified that yes, it can be a rabbit hole and more personalized education based off of your usage of the system is one of the kind of the reasons why we've started to do it, but we're not stopping there. So the training questions, stuff like that. You can find it on the website very easily neon one.com. It's also simply Academy.neonone.com. I think what's interesting, Tim also go ahead and on, on this in a couple of different perspectives. And it's been interesting, listen to some of the other keynote speakers in different areas. And as I mentioned, this is not my first tour of duty, if you will, kind of working in software side supporting nonprofits. But it's it's interesting and somewhat sad in some ways to see some of the same challenges are still out there, you know, 5-10 years later, but but again, volunteer or nonprofit organizations having to do more with less having to work with the constraints around volunteers and the turnover there with volunteers and staff. It there's always this challenge of how do you make the system as easy as it can be to support you

35:00  
Whether you're coming on with with it for the first time, or whether you're bringing on new new team members, and so you've heard some of the areas, we're always thinking about this, from the product side, from our service delivery side, we're always constantly trying to look at ways that we can improve the user experience, also to just make it more intuitive. But you can really see the investment that neon one has made through with the learning management system and the neon Academy to allow people to learn in a way that they they prefer to learn and at the time that they want to learn. And to really make it contextual, really, as you said, I really encourage folks to check that out, because really just a few weeks old, but really an investment there that our folks are putting in there to make sure that all of you from a nonprofit side and different roles are able to get in there and find the information that you need when you need it. So very excited, really appreciate your feedback as we continue to go on as to what we can do to continue to make the system easier, including things like that I think Anna spoke to a little bit before are we related to in terms of onboarding wizards and making those just easier experiences for you.

36:10  
And we're gonna, we're gonna

36:12  
go ahead, and I'm sorry, I hadn't dove into that. But just as a little picture of what might need to come. When we think about the onboarding wizard that Nolan had in the presentation, one of the things that we want to do is make sure that we are really solving problems that you guys have. And so tomorrow, we've got 52 People who are new users of neon one, specifically neon CRM, and we're going to be talking to them, helping to understand the problems, suggestions on how we can improve in product, ways of onboarding, and really making it more personalized for them. So more to come based on larger conversations. Okay, the questions are continuing to come in, I'm going to bucket the email questions together, because I actually think they are somewhat related. But, you know, we, for generosity exchange, we have our lovely friends to the north, in Canada. I want to make sure that we address this question because it's always, you know, really, really interesting to think about the unique needs of different geographies as well. So when will more integrations be available for Canadians neon pay QuickBooks as examples? What what's happening with Canada? Absolutely, let me start to start that off. And certainly Anna dive in here, if I if you feel like I missed it, or we need to clarify, Anna's here and Allison's here to clean up my mess after. So but we really are focused and you heard me speak to as well we, we have a strong customer base really around the world but and that includes our friends to the north in Canada, we do have some work that we still need to do. And that is an area of focus as we go into 2023. The payment processing around a neon pay for Canada is something that we will be able to provide in the early part of 2023. So we're excited about that. But we realize it goes beyond just the neon pay side, there are things that we're looking at, we're researching to make sure that we're able to check those boxes, whether it's in terms of kind of the QuickBooks integration, reporting, various certifications in those areas. So certainly would love to hear with customers that are particularly passionate about that. So that we've also as we're going through some of these, we often like to be able to run ideas by talking about chosen designs, and make sure that again, in areas where there's it's more than just about compliance, but just more about what's the best way to approach this, we'd love to get your feedback. So So hop in here and let us know if we could engage you to talk further about it. But I do want to say that in terms of neon pay the QuickBooks, those pieces are on deck for us as we go into next year. Awesome. Well, let's keep it going here. I know we have kind of a mobile optimization data point, you know, it's from somebody from Zimbabwe, but maybe let's touch on that one real quick so we can get it addressed. And then

39:14  
we'll shift into some of these email questions. So I want to reframe it because just as as kind of a focus, neon CRM neon one products heavily focused on the United States and Canada right now doesn't mean that we're not necessarily thinking of internationalization in many different ways. So I'm gonna kind of frame this about, like how easy it is on the amount of data that's used. And, and iOS and Android friendly, like on the go, basically, in terms of data on cell phones, because I think that's the core question that a lot of people are going to wonder, Is that so yeah, let's talk about mobile.

39:51  
Yeah. So mobile is a large category, of course. And I think one of the biggest things that we want to focus on in the rest of time

40:00  
2022 and into 2023 is really helping to make sure that our websites are mobile responsive. So when you go to a neon one page, they are looking correct when it comes to a mobile experience. One of the most recent updates to our constituent login portal made that experience mobile friendly for your constituents logging in. And so that's an example of how we want to drive that mobile responsive nature. Of course, there's larger strategies to kind of have and hold when it comes to tablets and iOS and Android devices, and definitely something that we're thinking about. Awesome. All right, let's get into Judy has a good comment that we can call out. But email, big thing, big question. So I have two questions from both Maggie and Lauren, that I'm going to try to kind of frame at the same time because they're both about email. Just kudos to both of you for using the the neon, one character avatar, both of you. That's that's really great. Okay, so first,

41:09  
I'm going to use Maggie's question, but I'm going to ask Lauren's will there be better segmentation for sending emails through neon? Ability to have less so donors can unsubscribe from one or two pieces of communication without unsubscribing? From all? And that relates to Lauren's question, which is, are you looking at targeted unsubscribes. And we have challenges with guests unsubscribing from one newsletter, and not getting emails from anywhere else. So they're actually in many ways, the same question, list management, and then primarily unsubscribe management.

41:44  
Yeah, so one of the things that we're doing, I'll speak specifically to CRM, and then how that will tie eventually into our larger ecosystem is within that constituent login portal, users with accounts will be able to log in and select what they want to be unsubscribed from or re subscribed to. So if you have a newsletter, some targeted promotional communications, as well as key details, like receipts, we're not saying that they don't want receipts, right? They still want that. But they may not want a specific promotional target, but they want your newsletter. So they can be selective and what they want to unsubscribe from and to. And the idea is that we'll have one portal to rule them all for all of our products over time. Anything to add Nolan, Allison?

42:36  
Just yeah, I think the key thing is we understand that this is across the ecosystem. And as Anna said, in terms of, we want to make it easy for you to manage that in one place, which will be through the neon one portal. So a lot of folks today, think of the neon one portal as Okay, well, that's just where I go to do a sign on. And if I have multiple applications within the ecosystem, I'm able to access everything in one place. Absolutely. We've tried to make it easy and streamlined there. But we're also for our constituents and others as we make that easier for you to engage and to manage those preferences because that at the end of the day is key, right? We all want to be communicated in potentially different ways. And we need to be able to respect that as as best we can.

43:19  
All right, well continue to check questions. But I want to put Judy's comment here on the main stage. Neon one has become more diverse and in a way more complicated over time. Anna's recommendation to ask what is you want, what is it you want to get out of Neon is really important. There are a lot of things that one won't use, even if offered.

And you have to focus on your needs. Now. There's user behavior, but then there's things that we can do. So I want to kind of visit on the side of what we can do to help make it easier to use the system. We've talked a little bit about that. But is there anything else that we want to point out that people might be interested in when it comes to AI? Just just because it's easy, doesn't mean it's not sophisticated? That's kind of where we want to go. So let's, what are our thoughts on that?

44:13  
Again, would love to hear some other thoughts. But I think one of the key ways that we want to improve the ease of use of our products is through making sure that all of our products and all our pages have a similar look and feel right. So you'll you might go to different pages within different apps and see a different experience and we want to correct that for you. So that's one area that's coming up, and it'll be resolved for you. And the other part is when it comes to the capability, obviously I think in another session, there was a comment made that if you're and I think Tim you're the one that said it if you're trying to plan for and do a one size fits all you're basically having no Size Fits All right? It fits nobody's needs and so we're trying to make sure

44:59  
At the settings and the configurability of our products are easy to understand, implement, and modify. So that information is where you expect it to be. And feedback from folks like yourselves and those product visits that Nolan was mentioning in surveys in the suggestion portal are a great way to help us understand which areas of the product could use a little bit of boost, if you will. But Nolan, Allison. And I want to build up on that. And we're really paying attention to user intuitiveness, as we're upgrading some of our products and thinking about our products and enhancements that we can make. So specifically, neon websites, we have a system that is much more user intuitive. And you're able to take ownership and make adjustments over your sites and dynamically connect your content, and adding widgets and pop ups and, you know, automation yourself. So there's a lot of work that is in the process of being included in terms of intuitiveness and enabling you to have ownership of that yourself. I think we like to use the phrase sometimes here simple but elegant, right. So again, like I said, it's it just as we tried to simplify the design doesn't mean that it can be powerful behind the scenes. And, and I think, you know, just another example to kind of build upon what Allison and Anna shared where as we think about whether you're in workflows, or whether you're in setting up a donation form, what we recognize sometimes is that, okay, now there's a dependency on something that I needed to configure somewhere else, and normally would go somewhere. So we're trying to make that more contextual and more intuitive in terms of like when you're there, you also have the ability to make some of those changes, and not have to drop out and go somewhere else. And that's seems, maybe you know, for some people like, Well, that's obvious. But again, that's that there's some interesting complexity that we need to build in and make that simple, but elegant for you to be able to use those things. And to quickly get through that one of the things that hasn't changed over the years is the number of nonprofits that are sitting here counting clicks are number of times, they have to move across screens to get to what they need to accomplish. So all that ties into what we're trying to do to give you a wide range of solutions, but allow you to easily do them. And each perspective plays. And I would add to that, especially what Nolan was talking about in those workflows, those one click workflows capability, being able to understand that there's a lot of complexity that can come to try and do kind of the nurturing emails, right, if you want to schedule those. But if we already had something that was crafted for you, that you could configure ever so slightly to meet your needs. But you didn't have to like drag and drop every element of a workflow, then that makes it easier for you to not only use it, but to configure it to your own organization's needs. And that's one of those simple but elegant ways. It's a little bit complex from the back end, but makes it easier for you.

48:03  
But I'm not only an employee of neon, I'm a user. And that part in particular has jazzed me to the extreme because one of the and the websites, I think that that the website side and things being connected into the CRM are so powerful because the next evolution for fundraisers out there folks to design generosity experiences is to better understand communications with your donors. That's also why the questions about email are so vital to address. So we still got some Canada stuff, though. I want I want to bring up another question that we have. And folks, we have a few more minutes with our product team before we shift into our next session with our sponsors at bonfire on the main stage, CRA,

49:01  
CRA receipting for CRM, any updates, more editing capabilities, filters, things of that nature? Anna I'll kick it over to you for our good old CRA. Yeah, that was that was included. I mean, I didn't reflect Yeah, no. So receipting but was talking about some of the compliance pieces and the things that we'll be addressing the early part of this year. Like I said, it's neon pay. It's it's QuickBooks that CRA receipting all of these that we're going through the list and make sure that as we go throughout the year, our Canadian nonprofits can say we were fully addressed, right? Well, yeah, you can't just roll out like new payments stuff and then go Oh, and the major receipting elements of the government agency that controls all of it. Eh like

49:45  
it's a big deal. All right. Any other questions?

49:52  
That was fun as always.

49:54  
So I think the CRA receipting we do have improvements coming

50:00  
and not only in the larger scale, but also some incremental improvements that will be happening over the next several months specifically related to neon CRM.

50:10  
Awesome. Very cool. Okay, folks, got, we're coming up to our time here. Any other questions for the product team?

Well, I mean, or you've answered literally anything ever. Anyone ever will have a question about any neon one technology?

50:37  
Things maybe as they're typing, I think one of the questions we would have for you guys is, as Nolan said, we're always looking to be able to connect with you guys. And one of those ways is through product customer visits. And so if you guys are willing to spend 50 to 60 minutes with us, and it talk to us about some of the things that you're seeing the problems that you're having, or just ways that you're trying to solve some of the processes, we would love to talk to you and ask you questions. So if that's something that you're interested in, feel free to message me in the overall hopin, and we'll get a link over to you so you can get something scheduled. Okay, we got to to good. Well, we can go ahead and

51:24  
say, I didn't see if we had some new questions come in, otherwise, I was gonna have Anna spotlight some of the stuff that we've actually taken from those visits, and I've already implemented, but let's grab the two questions that have come in unless they're really hard. And the for me, in which case, let's go back to talk about the other yet. So we have, it says curious if there will be a way to further customize the new donation forms donation forms, always a hot topic here at NEON one. So

51:51  
let's tackle that question. It's a big one. Yeah. So we actually have in our November launch, something coming up for forms, some ways that you can add goal meters, pop ups, so that you don't have to take them away from your own website, you can just have a button to pop it up. There's lots of enhancements coming up. And we even have an article in our support kind of area that talks about a look ahead for those form enhancements. I'm not sure if anybody in the group can post that. I will try later, if not, but

52:27  
I think that's a really exciting form enhancement as well as something that's happening across the ecosystem to have the same forms for all products.

52:37  
Oh, oh, no. Oh, no.

52:40  
Okay, this is a good one, because because I know a lot of people have this one. Editing donation appreciation letters, and I'll extend it out to emails. I think we touched on this, but But Let's restate it because it's a big one. Can we edit the current letter versus having to upload a whole new letter? Okay, I'm so excited. This goes back to Nolan's point that he wanted me to talk about anyway. So I'm just going to do an in. So we, if ever, if you guys are going into our suggestions portal, you'll see that the number one request is to make emails and letters editable. We're going to be launching that we are in progress developing that right now. So the answer is yes, you're going to be able to do that will keep the original CRM like neon standard template. But you can save an example of that and edit it even if you're in flight. So really excited things coming there. The other part is, the second most requested idea is to personalize emails on the fly. So basically and letters. So you have an email, but you want them to stop and kind of go into a queue that you can then modify and personalize. So you can change the personal pronouns, you could change specific context. You can that kind of required us to make the entire process editable in the first place. So yes, it just had a little bit of a requirement to start from. But yes, editable letters and emails is coming.

54:16  
Okay, we get this. I've gotten this every generosity xchange, text to give.

It's a very, it's a very confounding question, especially given the political environment that's destroying donors, potential appreciation of that, but

54:35  
we absolutely need to deliver in that in that area. That's an area that we've we've we've had some internal discussions about we're researching. I know you're saying okay, but it's come up before since I've joined where we are talking about it. We've got some some conversations going there. I do expect us to see some progress on that this next year.

54:53  
And it's another year EMIC, right. Like we've the nature of donor communication has changed. So anything And that was working in 2019. When it comes to that, we have to reevaluate it. Yeah. And

55:05  
it's it's an area that I've solved in some other organizations I've done at the same time, there's continuously changes that make it more difficult for organizations for us to do this in a way that is cost effective for the nonprofits. So to the it's not a not trying to dodge it or hedge it as to like, what you're talking about it, but let's just see you deliver it. There's, there's ways we can do it. But we always want to be mindful of how it's going to be the most, you know, cost effective. And

55:32  
that's the political answer versus what I would say, and this is why we're talking to you versus me on that. So awesome. Okay, let's see if so, I am going to put up Laura block from our our neon CRM team has also posted in the chat some enhancements for forms. So one of the things folks to also keep in mind as we're posting these what's coming items to so you'll have a better idea of what's coming up. Well, I think I want to make sure that we

56:05  
baton things properly to our next session. Any final words from from Nolan, I'll kick it over to you. Any final words for the mainstage? today? Yeah, absolutely. I think you all of you all know if you've worked with neon, one long enough that each of our team members, whether it's our product management team, our service delivery, Tim, or marketing, or cells, every one of us gets up every day, thinking about how we can help serve you, and to help you drive and deliver more mission. That's why we're here at NEON one, that's what matters to us. And so we really take that that responsibility seriously, on our side, in terms of trying to use the limited resources, we have to be working on the things that are going to provide you the greatest value that are ultimately going to help you engage with your donors and your stakeholders. So we appreciate this opportunity to come and share with you. We hope you will take advantage of our forums, our suggestions, Portal, our customer visits, so that we can continue to have that conversation with you. We appreciate the opportunity to work in department with you as our organizations.

57:12  
Excellent. We appreciate your time today, as well. We are so grateful for all the work that you folks are doing. It's as a client. This is the most excited I've been about what we've been doing in a long time. I know people might think it's my job to say that type of thing. But if you also know me, I'm going to say I don't like this or that and this is like really awesome. So thank you

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