| imodules.com Bringing It All Together – Planning for Success with iModules Presented by Jennifer McGee, Engagement Manager

Discussion Topics  Identifying strategic goals  Data management best practices  Managing marketing admins and multiple stakeholders  Site management best practices  Questions

| imodules.com The Value of Strategic Goals Identifies & communicates goals Establishes course of action Helps navigate shifting priorities Proves ROI

| imodules.com Elements of a Good Action Plan Specific steps Each initiative has an action Describes who does what and when Identifies targeted and measurable results

| imodules.com Tracking outcomesTracking outcomes Metrics and Reviews Essential for showing your progress Which metrics will you consistently chart during the year ahead? Match metrics to your action items Schedule regular check-points throughout the year Adjust as necessary Tools to investigate:  Member site statistics  marketing reporting  Google Analytics  User surveys  Staff surveys

Data Management - Non-Member Records Implement Identity Checkpoint (ICP) on all open (ie. login not required) forms Establish weekly process for managing ICP grid Establish monthly or quarterly process for managing other non-member records via the non-member merge file process Utilize pre-populated forms feature whenever possible in marketing campaigns When creating recipient lists from an uploaded list, always use First Name, Last Name, Address. This will allow you to associate any new non-member records with a member record.

| imodules.com Data Syncs and Profile Management Perform data syncs nightly, or minimum of weekly Monitor your kickback reports regularly and send direct mail postcards to constituents that have non-deliverable addresses. Add content block in s that displays constituent information through the use of Tokens, and directs constituents to update information if something displays inaccurate. Confirm contact information any time you have a constituent on the phone. Use social media to promote “update your information” campaigns

Marketing Management Use Admin rights to restrict access: Communications Admin – Access to all Marketing tools Author Admin – Has rights to: home calendar Reports Viral Marketing  Does not have the ability to release s

| imodules.com Marketing – Multiple Stakeholders Assign one or two “senders” with Communications Admin rights (per division/college) Senders are your experts – attend regular training, keep up to date on marketing changes, train other admins on best practices.

Site Management – Team model Data expert Forms and CMS expert expert One person serves as “primary contact” who stays updated on iModules and disseminates information to the team. Requires team to work together regularly. Require multiple staff members to have regular training. Recommend bi-weekly or monthly team meetings. 12CONFIDENTIAL

Site Management – Web Manager model Full time position Subject matter expert on iModules tools Manages data syncs, staff onboarding/training, complex event builds, traffic control, 1 st line of technical support Reports regularly to stakeholders on strategic goals and progress Other roles can include social media and Google Analytics 13CONFIDENTIAL

Site Management – Outsourcing model Contracting with iModules or 3 rd party expert for: marketing management Event registration builds Data analysis Strategic goal setting and tracking 14CONFIDENTIAL

| imodules.com Questions?