Hero Marketing "Fundraiser Engagement" Admin User Experience Wireframes

Admin user experience setting up communication emails, auto email triggers, custom audiences, and auto receipts.

Transcript

1. Hero Fundraiser Engagement Admin user setting up communication emails, auto email triggers, custom audiences and auto receipts u n l e a s h y o u r f u n d r a i s i n g
2. All campaigns search donors, fundraisers, and campaigns Quick navigations All donations All participants Create an audience Hero Site Builder Page Analytics Your Settings Hero marketing Admin Home Reports & Analytics u n l e a s h y o u r f u n d r a i s i n g Support Hero Marketing Create a new email Hero page views Email KPIs All Hero emails 1,088 Emails sent 294 Emails opened 4,479 Total page views 3,205 URL clicks 19 Email bounces Marketing home All Hero emails Create a new email Hero page views Email KPIs Email automation Google Analytics Create an audience Universal settings Visualize and configure your marketing efforts This week This quarter This year This month
3. All campaigns Quick navigations All donations All participants Create an audience Hero marketing Hero Site Builder Page Analytics Your Settings Admin Home Reports & Analytics Google Analytics Create an audience Universal email settings Email automation Marketing home All Hero emails Create a new email Hero page views Email KPIs Email automation Google Analytics Create an audience Universal email settings
4. search donors, fundraisers, campaigns Hero Campaign Builder u n l e a s h y o u r f u n d r a i s i n g Support Registration configuration Email configuration Donation page configuration 153 Donations 24 Monthly givers $21,821 Raised Online #3 Campaign rank 7 Rejected gifts Leaderboard configuration Manage supporters Payment types Social media settings Campaign configuration Campaign donations Campaign teams Campaign registrants Campaign administrators Campaign settings Campaign homepage Run the Rock V i e w c a m p a i g n l i v e Campaign settings
5. C A M P A I G N B U I L D E R Support Hero help center 2 Campaign settings Campaign information Registration configuration Campaign emails Email & SMS settings Social media settings Fundraising apps settings Payment options Campaign configuration Campaign donations Campaign teams Campaign registrants Campaign administrators Campaign settings Campaign homepage Campaign page analytics Campaign locations V i e w c a m p a i g n l i v e search donors, fundraisers, campaigns Donation to a fundraiser's page General donation Registrant new sign-up Donation to a team page Email a donor receives when giving to a fundraising page Edit Copy Actions Delivered Opened Clicked 100% 59% 28% Email a donor receives when giving a general donation Edit Copy Delivered Opened Clicked 98% 64% 32% Email a registrant receives when signing-up to a campaign Edit Copy Delivered Opened Clicked 78% 41% 17% Email a donor receives when giving to a team page Edit Copy Delivered Opened Clicked 98% 64% 32% Actions Actions Actions Email dashboard All default emails and active emails Edit your active emails and check engagement performance search for an email All emails Create a new email Page 1 of 4 View all emails Email performance (KPIs) Create a new audience Auto email receipts Auto milestone (% to goal) Quick email creator Universal email settings
6. C A M P A I G N B U I L D E R Support Hero help center 2 Campaign settings Campaign information Registration configuration Campaign emails Email & SMS settings Social media settings Fundraising apps settings Payment options Campaign configuration Campaign donations Campaign teams Campaign registrants Campaign administrators Campaign settings Campaign homepage Campaign page analytics Campaign locations V i e w c a m p a i g n l i v e search donors, fundraisers, campaigns Donation to a fundraiser's page General donation Registrant new sign-up Donation to a team page Email a donor receives when giving to a fundraising page Edit Copy Actions Delivered Opened Clicked 100% 59% 28% Email a donor receives when giving a general donation Copy Delivered Opened Clicked 98% 64% 32% Email a registrant receives when signing-up to a campaign Edit Copy Delivered Opened Clicked 78% 41% 17% Email a donor receives when giving to a team page Edit Copy Delivered Opened Clicked 98% 64% 32% Actions Actions Email dashboard All default emails and active emails Edit your active emails and check engagement performance search for an email All emails Create a new email Page 1 of 4 View all emails Email performance (KPIs) Create a new audience Auto email receipts Auto milestone (% to goal) Quick email creator Universal email settings Actions Edit Preview email Edit email Save as a template Turn this email off
7. C A M P A I G N B U I L D E R Support Campaign settings Campaign information Registration configuration Campaign emails Email & SMS settings Social media settings Fundraising apps settings Payment options Campaign configuration Campaign donations Campaign teams Campaign registrants Campaign administrators Campaign settings Campaign homepage Campaign page analytics Campaign locations search donors, fundraisers, campaigns View all emails Email performance (KPIs) Create a new audience Auto email receipts Auto milestone (% to goal) Quick email creator Universal email settings Editing "General Donation" email Message body Hi %DonorName% Your content will be here. Example email mock-up to ignite more online giving in your fundraising campaigns! Preview Email header logo Powered by Hi %DonorName%, Your content will be here. Example email mock-up to ignite more online giving in your fundraising campaigns! Sincerely, World Organization Add footer text World Organization World Organization Edit email settings Logo alignment Left aligned V i e w c a m p a i g n l i v e
8. C A M P A I G N B U I L D E R Support Campaign settings Campaign information Registration configuration Campaign emails Email & SMS settings Social media settings Fundraising apps settings Payment options Campaign configuration Campaign donations Campaign teams Campaign registrants Campaign administrators Campaign settings Campaign homepage Campaign page analytics Campaign locations search donors, fundraisers, campaigns View all emails Email performance (KPIs) Create a new audience Auto email receipts Auto milestone (% to goal) Quick email creator Universal email settings Editing "General Donation" email Message body Hi %DonorName% Your content will be here. Example email mock-up to ignite more online giving in your fundraising campaigns! Preview Email header logo Powered by Hi %DonorName%, Your content will be here. Example email mock-up to ignite more online giving in your fundraising campaigns! Sincerely, World Organization Add footer text World Organization World Organization Edit email settings Logo alignment Left aligned Hi %DonorName% Thank you for saving a child's life like McKenna. Your donation to the World Organization goes directly to local hospitals to treat kids with MDS. Editing message body Smart variables %Donor Name% %Campaign Name% %Donation ID% %Donor Address% %Charity Name% %Campign URL%
9. C A M P A I G N B U I L D E R Support Campaign settings Campaign information Registration configuration Campaign emails Email & SMS settings Social media settings Fundraising apps settings Payment options Campaign configuration Campaign donations Campaign teams Campaign registrants Campaign administrators Campaign settings Campaign homepage Campaign page analytics Campaign locations search donors, fundraisers, campaigns View all emails Email performance (KPIs) Create a new audience Auto email receipts Auto milestone (% to goal) Quick email creator Universal email settings Editing "General Donation" email Message body Hi %DonorName% Your content will be here. Example email mock-up to ignite more online giving in your fundraising campaigns! Preview Email header logo Powered by Hi %DonorName%, Your content will be here. Example email mock-up to ignite more online giving in your fundraising campaigns! Sincerely, World Organization Add footer text World Organization World Organization Edit email settings Logo alignment Left aligned Customize your email by selecting options below Edit this emails settings Save updates World Organization Sender name Subject line Sent from address joseph@world.org You just saved a life! Email to All campaign contacts Add smart variables Default variables Internal email name General Donation Save this email template Developers module Inject CSS or HTML to further customize your email Reply to address Email preview text Save to use this email again support@world.org Thank you for donating to World Organization! Customize your audience Email to - expanded criteria All criteria below Criteria #1 Completed registration Criteria #2 After Criteria #3 Date Add more criteria Has not donated Save contact criteria
10. C A M P A I G N B U I L D E R Support Campaign settings Campaign information Registration configuration Campaign emails Email & SMS settings Social media settings Fundraising apps settings Payment options Campaign configuration Campaign donations Campaign teams Campaign registrants Campaign administrators Campaign settings Campaign homepage Campaign page analytics Campaign locations search donors, fundraisers, campaigns View all emails Email performance (KPIs) Create a new audience Auto email receipts Auto milestone (% to goal) Quick email creator Universal email settings Editing "General Donation" email Message body Hi %DonorName% Your content will be here. Example email mock-up to ignite more online giving in your fundraising campaigns! Preview Email header logo Powered by Hi %DonorName%, Your content will be here. Example email mock-up to ignite more online giving in your fundraising campaigns! Sincerely, World Organization Add footer text World Organization World Organization Edit email settings Logo alignment Left aligned V i e w c a m p a i g n l i v e Inbox World Org Donations You just saved a child's life! Thank you for your donation...... 2:33 PM Hi Jaleyn, Thank you for saving a child's life like McKenna. Your donation to the World Organization goes directly to local hospitals to treat kids with MDS. Powered by World Organization Sincerely, World Organization W O R L D O R G
11. C A M P A I G N B U I L D E R Support Hero help center 2 Campaign settings Campaign information Registration configuration Campaign emails Email & SMS settings Social media settings Fundraising apps settings Payment options Campaign configuration Campaign donations Campaign teams Campaign registrants Campaign administrators Campaign settings Campaign homepage Campaign page analytics Campaign locations V i e w c a m p a i g n l i v e search donors, fundraisers, campaigns Donation to a fundraiser's page General donation Registrant new sign-up Donation to a team page Email a donor receives when giving to a fundraising page Edit Copy Actions Delivered Opened Clicked 100% 59% 28% Email a donor receives when giving a general donation Edit Copy Delivered Opened Clicked 98% 64% 32% Email a registrant receives when signing-up to a campaign Edit Copy Delivered Opened Clicked 78% 41% 17% Email a donor receives when giving to a team page Edit Copy Delivered Opened Clicked 98% 64% 32% Actions Actions Actions Email dashboard All default emails and active emails Edit your active emails and check engagement performance Page 1 of 4 View all emails Email performance (KPIs) Create a new audience Auto email receipts Auto milestone (% to goal) Quick email creator Universal email settings search for an email All emails Create a new email
12. C A M P A I G N B U I L D E R Support Campaign settings Campaign information Registration configuration Campaign emails Email & SMS settings Social media settings Fundraising apps settings Payment options Campaign configuration Campaign donations Campaign teams Campaign registrants Campaign administrators Campaign settings Campaign homepage Campaign page analytics Campaign locations V i e w c a m p a i g n l i v e search donors, fundraisers, campaigns Email performance View all emails Email performance (KPIs) Create a new audience Auto email receipts Auto milestone (% to goal) Quick email creator Universal email settings Email name: Sender name: Sender address: Reply to address: Preview email joseph@world.org support@world.org Breakdown of URL clicks (KPIs) View emails key performance indicators (KPIs) Hi Jaleyn, Your content will be here. Example email mock-up to ignite more online giving in your fundraising campaigns! Sincerely, World Organization Powered by World Organization General Donation World Organization Open rate Click rate 98% Opens: Sent: Bounces: Deliveries: 202 Desktop 51% Mobile 49% 67% URL clicks: Did not open: Unsubscribed: Spam reported: 89 Desktop 42% Mobile 58% 302 19 283 113 12 00 www.give.runtherock.org Recipients who click this link are reported on www.world.org/aboutworldorg Recipients who click this link are reported on 1. 2. Unique clicks: 45 Unique clicks: 44 Click percentage: 51% Click percentage: 49% Viewing " General Donation" email search for an email All emails Create a new email
13. C A M P A I G N B U I L D E R Support Campaign settings Campaign information Registration configuration Campaign emails Email & SMS settings Social media settings Fundraising apps settings Payment options Campaign configuration Campaign donations Campaign teams Campaign registrants Campaign administrators Campaign settings Campaign homepage Campaign page analytics Campaign locations V i e w c a m p a i g n l i v e search donors, fundraisers, campaigns Custom audiences search for an email All emails Create a new email View all emails Email performance (KPIs) Create a new audience Auto email receipts Auto milestone (% to goal) Quick email creator Universal email settings Hero help center 2 Fundraiser has not added content Fundraiser has not self-donated Fundraiser has raised $$ milestone Fundraiser percentage of goal Email audiences based on custom criteria defined by you Create a new audience Email XYZ days after sign-up and no content added Edit Copy Actions Delivered Opened Clicked 100% 59% 28% Email XYZ days after sign-up and no self-donation Edit Copy Delivered Opened Clicked 98% 64% 32% Email a fundraiser when they reach XYZ dollars raised Edit Copy Delivered Opened Clicked 78% 41% 17% Email a fundraiser when they reach XYZ % to their goal Edit Copy Delivered Opened Clicked 98% 64% 32% Page 1 of 3 Actions Actions Actions
14. C A M P A I G N B U I L D E R Support Campaign settings Campaign information Registration configuration Campaign emails Email & SMS settings Social media settings Fundraising apps settings Payment options Campaign configuration Campaign donations Campaign teams Campaign registrants Campaign administrators Campaign settings Campaign homepage Campaign page analytics Campaign locations search donors, fundraisers, campaigns View all emails Email performance (KPIs) Create a new audience Auto email receipts Auto milestone (% to goal) Quick email creator Universal email settings V i e w c a m p a i g n l i v e Auto receipts search for an email All emails Create a new email General donation receipt Recurring donation receipt Default receipts and active receipts Email a donor receives when giving to a fundraising page Edit your active receipts and check performance Edit Copy Actions Delivered Opened Clicked 100% 59% 28% Email a donor receives when giving a recurring donation Edit Copy Delivered Opened Clicked 98% 64% 32% Page 1 of 1 Actions Hero help center 2
15. C A M P A I G N B U I L D E R Support Campaign settings Campaign information Registration configuration Campaign emails Email & SMS settings Social media settings Fundraising apps settings Payment options Campaign configuration Campaign donations Campaign teams Campaign registrants Campaign administrators Campaign settings Campaign homepage Campaign page analytics Campaign locations search donors, fundraisers, campaigns View all emails Email performance (KPIs) Create a new audience Auto email receipts Auto milestone (% to goal) Quick email creator Universal email settings V i e w c a m p a i g n l i v e Auto milestones search for an email All emails Create a new email Hero help center 2 25% to fundraising goal 50% to fundraising goal Edit your percentage to milestone auto triggers Email a fundraiser receives when raising 25% to their goal Edit Copy Actions Delivered Opened Clicked 100% 59% 28% Email a fundraiser receives when raising 50% to their goal Edit Copy Delivered Opened Clicked 98% 64% 32% Page 1 of 1 Actions 75% to fundraising goal 100% to fundraising goal Email a fundraiser receives when raising 75% to their goal Edit Copy Actions Delivered Opened Clicked 100% 59% 28% Email a fundraiser receives when raising 100% to their goal Edit Copy Delivered Opened Clicked 98% 64% 32% Actions
16. C A M P A I G N B U I L D E R Support Campaign settings Campaign information Registration configuration Campaign emails Email & SMS settings Social media settings Fundraising apps settings Payment options Campaign configuration Campaign donations Campaign teams Campaign registrants Campaign administrators Campaign settings Campaign homepage Campaign page analytics Campaign locations search donors, fundraisers, campaigns View all emails Email performance (KPIs) Create a new audience Auto email receipts Auto milestone (% to goal) Quick email creator Universal email settings V i e w c a m p a i g n l i v e Quick email creator search for an email All emails Create a new email Dear Amy, Thank you for your donation of $100. Your donation was sent to our relief team to help save the lives of children like Marcalo. Your donation is quite literally on its way to save a life! Every day, children like Marcalo are in dire need of water, treatment, and food. Our mission is to eradicate the neglect of basic needs that 100,000,000 kids across the globe, do not receive. If this moves you as well, join us to volunteer in our next relief effort by clicking here. Let us get you started with pre-built email templates Styled "monthly giving sign up" Styled default email Styled "fundraiser sign-up" The Hero social impact team has built email templates that you can select to work off of and customize, or start from scratch W O R L D O R G Connect with us Hi Jaleyn, Your content will be here. Example email mock-up to ignite more online giving in your fundraising campaigns! Sincerely, World Organization Powered by World Organization W O R L D O R G Connect with us Thank you for your donation of $100. Your donation was sent to our relief team to help save the lives of children like Marcalo. Your donation is quite literally on its way to save a life! Every day, children like Marcalo are in dire need of water, treatment, and food. Our mission is to eradicate the neglect of basic needs that 100,000,000 kids across the globe, do not receive. If this moves you as well, join us to volunteer in our next relief effort by clicking here. Unstyled email template 3 Unstyled email template 2 Unstyled default email Powered by World Organization Powered by World Organization
17. C A M P A I G N B U I L D E R Support Campaign settings Campaign information Registration configuration Campaign emails Email & SMS settings Social media settings Fundraising apps settings Payment options Campaign configuration Campaign donations Campaign teams Campaign registrants Campaign administrators Campaign settings Campaign homepage Campaign page analytics Campaign locations search donors, fundraisers, campaigns View all emails Email performance (KPIs) Create a new audience Auto email receipts Auto milestone (% to goal) Quick email creator Universal email settings V i e w c a m p a i g n l i v e Universal settings search for an email All emails Create a new email Sender name: e.g. World Organization Reply to address: e.g. donations@world.org Universal email settings will operate as the default for all emails that are not edited for further personalization. Reply to address: e.g. ceo@world.org Sender name: e.g. World Organization Message body Hi %DonorName% Your content will be here. Example email mock-up to ignite more online giving in your fundraising campaigns! Email header logo Powered by Hi %DonorName%, Your content will be here. Example email mock-up to ignite more online giving in your fundraising campaigns! Sincerely, World Organization Add footer text World Organization World Organization Logo alignment Left aligned
18. Search your fundraisers and campaigns Hero help center 2 u n l e a s h y o u r f u n d r a i s i n g Setting up your email Create your email settings and add custom criteria Support Email name: Goodbye MDS Update For internral use Use your default sender info? From your default email settings YES NO Email preview text: New this year - Strava integration for virtual 5k participants Customize your email audience Email to: Any criteria selected Criteria #2: For selected event Expanded criteria Criteria #1: All campaign participants Criteria #3: Kiss Goodbye to MDS Save email settings and edit content All criteria selected Has donated Has not donated Has registered Has not registered As a team captain As a team member Run the Rock Raise Your Way Save this custom criteria for future use Internal name of saved audience Email to: All participants Who should receive this email? Email to: Kiss Goodbye to MDS Sender name: World Organization Sender address: joseph@world.org Reply to address: fundraise@world.org Subject line: It's a virtual 5k! Select a campaign Fundraiser engagement View all emails Email performance (KPIs) Create a new audience Auto email receipts Auto milestone (% to goal) Quick email creator Universal email settings
19. Search your fundraisers and campaigns u n l e a s h y o u r f u n d r a i s i n g Editing "Kiss Goodbye to MDS Update" Message body Hi %DonorName% Your content will be here. Example email mock-up to ignite more online giving in your fundraising campaigns! Preview Email header logo Powered by Hi %DonorName%, Your content will be here. Example email mock-up to ignite more online giving in your fundraising campaigns! Sincerely, World Organization Add footer text World Organization World Organization Edit email settings Logo alignment Left aligned Hero help center 2 Support Fundraiser engagement View all emails Email performance (KPIs) Create a new audience Auto email receipts Auto milestone (% to goal) Quick email creator Universal email settings
20. Search your fundraisers and campaigns Hero help center Powered by From, Your content will be here. Example email mock-up to ignite more online giving in your fundraising campaigns! Sincerely, World Organization World Organization Logo alignment Hi %DonorName%, Thank you for saving a child's life like McKenna. Your donation to the World Organization goes directly Left aligned World Organization Customize your emails universal default settings below u n l e a s h y o u r f u n d r a i s i n g Universal email settings Message body Email header logo Add footer text Edit this emails settings Save updates Preview World Organization Sender name Subject line Sent from address joseph@world.org You just saved a life! Default "email to" All campaign contacts Default smart variables Default variables Internal email name Default email XYZ Save this email template Developers module Inject CSS or HTML to further customize your email Reply to address Default preview text Save to use this email again support@world.org Your support means the world! Edit universal email settings Saved custom audiences Incomplete registration Donated over $100 Registered + no donation Donated after Q1 Add new criteria to save Support Fundraiser engagement View all emails Email performance (KPIs) Create a new audience Auto email receipts Auto milestone (% to goal) Quick email creator Universal email settings