2018: Your Year for Peer-to-Peer Molly: comment on client needs and experiences

Today’s presentation About Peer-to-Peer Demo Examples Who did well 2017 What’s coming in 2018

Engaging Networks Peer-to-Peer history Developed by Zuri Group as an optional module in Engaging Networks Initially built for DIY Peer-to-Peer Now in release 3.0 for Events with registration types and fees Release 3.1 coming in March (more details later) API pushes transactions from Peer-to-Peer front-end and schema into supporter record in Engaging Networks Transactions available in reports, Query Builder and Profiles

Peer-to-Peer transaction types AMR - (amplify) Peer-to-Peer registration ACS/ACR - donation credit/debit single or recurring ABS/ABR - donation bank (ACH/EFT) single or recurring ACF - registration fee ACC - free registration fee ATA - attendee (for future development of family/group registration) ATK - ticket (for future development of family/group registration) ACA - offline cash entered by participant or admin ACH - offline check entered by participant or admin Campaign data 14, 15 - credited supporter ID, name Complete this…

Accessing Peer-to-Peer transactions Query Builder for email and export Transaction reports Add Omatic, Salesforce, ROI

Accessing Peer-to-Peer transactions Supporter Dashboard - gadget Profiles - new filters Add Omatic, Salesforce, ROI

Marketing Automation / profiles Five new profiles: supporter type, amount raised, transactions, login, goal reached Daily query adds new supporters to workflow Define goals: donate, act, login, update Recognize milestones

Some peer-to-peer lingo Site: full website with registration, donation, login, and other content Campaign: fundraising purpose within DIY site Campaign page: the fundraiser’s personal donation page Fundraiser dashboard: page where fundraiser manages multiple campaigns Groups: client-definable structure for teams, companies, leagues, etc. Forms: client-definable workflows for registration, donation, login and profile updates Lingo can be confusing. Need to distinguish site vs. campaign. Flexibility of groups, participant roles (can have volunteer as role). Customizing forms is huge competitive advantage.

Peer-to-Peer features Content: full CMS with navigation Customize: all content, forms, fields and labels Flexible: any single language, currency Payments: single; credit, debit Mobile: born mobile; optimized for fundraiser and donor Top level features to underscore flexibility and multiple uses. Distinguish single language and currency from donor choice.

Things to consider before you start Concept - what, who, when, why, how Implementation - configure, test, launch Design and Content - branding, pages Strategy - recruit, activate, manage Donor Services - helpdesk, webinars Molly: comment on client needs and experiences

How can you use Peer-to-Peer? DIY Honor/Memorial Crowdfunding Events registration  Run/Walk/Ride, Bowl, Dance… Save the _____, Fund the _____ Questions to the audience to gauge their interest and experience.

Demo…

Site types… DIY Event Blueprint Can have multiple campaigns Fundraiser can have multiple pages Uses: DIY, symbolic, honor memorial, crowdfunding, day of giving Event Can have multiple participant types Paid or free registration and discounts Location and start/end times Uses: walk, bike, run or any event - hosted, third party or invitational Blueprint Coming in 2018! Lock-down configuration from admin level to limit changes on child sites; push updates Uses: multi-site events, federated organizations

sign in process (social sign in an option)

Sign up process: Complete profile…fields can be customised

For event registrations peer-to-peer sites

Confirmation! With direct social sharing…

Into the software…

Who did well in 2017? Match the results with the organization: Almost 100 Peer-to-Peer sites launched 20 runners raise $91,000! Sites launched in English and French Multiple sites deployed for bowling, dancing Major national campaign with team levels, $500K so far! Sites for Chicago Marathon, Giving Tuesday and DIY

Coming in 2018… Event activities tool – to better manage ‘the event day’ Batch upload of offline gifts Ability to add general donation form to any page of your site CAPTCHA added Additional reports Much more…

Coming in 2018: new dashboard

Coming in 2018: Team communication

Coming in 2018: create contacts, track donors

Coming in 2018: create contacts, track donors

Coming in 2018: email contacts

Coming in 2018: Academy lessons