WEBVTT

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All right.

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We just unneeded here and we are
going to go ahead and kick off

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this webinar here.

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For those of you that were
on in the first few minutes,

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we're affectionately calling
this Monday with the megs

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because we are both
named Meg in some way.

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And with that to
our introductions.

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I am Maggie Patterson.

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I work with a bunch of you
guys that are on the call.

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I am on the customer
success team.

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And I've been here at ever
true for almost four years.

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I've been leading this with
my colleague Meg Megan Jager.

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I'm also on the
customer success team.

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And I've been it ever true
for about 2 and 1/2 years.

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So Maggie and I are so excited
to share the spotlight today,

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but also to be talking about
true view with all of you

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today.

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Yeah So with that
a few guidelines

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for how to work this room call
if you're a first time here

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on a webinar.

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We do have a question
portal for you guys

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to put your great questions in.

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We have a side computer
here that we'll

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be monitoring those as well
as Mike Nichols on with us

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and might be sort of
answering some of those

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as we go through them as well.

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So on your bar, you should
be able to see a Q&A area.

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And we will be wrapping
up our session today

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with those questions.

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So please do ask
a bunch of those.

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So we can answer
those at the end.

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Also, we wanted to announce
our new podcast called race.

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We are really
excited about this.

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This is a podcast
that our CEO Brent

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Greene runs he's been talking
to leaders in this space.

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And one in particular that we
wanted to call out for you guys

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is the third series
of the podcast.

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It's with Chris Campbell
from Oklahoma State.

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And the reason that this is
an interesting one for you

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guys to watch after
this session here

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today is that it does talk a lot
about true view data insights

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and is really relevant for
what we're releasing here.

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But should plug to
definitely start

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at the beginning with Kansas
State and then Rochester.

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So a lot of really great
content out there on race.

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You can find it on our website.

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But it is also in
the iTunes store

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and anywhere else
that you're finding

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podcasts are pretty exciting.

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So starting off here is
obviously, the first two sides

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of this.

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And this is actually an example
that happened to me recently

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when we just bought a
house a new house here

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in the local Boston area.

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And so I've been ordering
a lot of new furniture

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to sort of fill the space
move from a very small north

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end Boston apartment to a house.

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So I think all of our
stuff in a one car garage

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and we originally moved in
and I took off last Monday

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to work from home to get
this table delivered.

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And for those of
you that know me.

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Well, I know that I don't
love working from home,

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I really like being around
people interacting with folks.

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So working from home
is very isolating I

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talked a lot to my dog all day.

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And so I was anxious
for this table

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to get delivered and
get back to my routine.

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And about 15 minutes
before my delivery window

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closed they called and
said that they were

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not going to be able to
make the delivery that day

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that they were
canceling it, which

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was really frustrating
as a consumer,

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I had taken off this time.

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I was at home obviously
with sort of out

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of my routine in my day to day.

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And so you have those
experiences where you're just

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really frustrated with the
customer service people

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I felt like weren't
listening to me when

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I was trying to reschedule it.

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The windows that I were getting
were only Monday to Thursday.

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There was no accommodating
outside of work hours.

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And then you have
these companies

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on the other side that
are really treating you

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like they know you
even when you are one

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of their millions of customers.

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So the example here is Jetblue.

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They have been known for their
customer service out there.

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And I personally have had
a really great experience

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with them when I flew.

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Recently I had this
card on my seat

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on the left hand side
as the outside of it.

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That said, you know, this
may seem out of the blue.

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But we hope that your
day is just awesome.

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And it was addressed
to me personally

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and thanking me for my
loyalty to them as a brand.

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So really thinking about the
opposition of this company that

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was very fresh to
deal with as well as

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one that made me feel like I
was the most important person

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on the plane when
really there 200 of us

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guests that were there
when we think about this

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and how it sort of impacts our
day to day lives in other ways

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as well.

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Tesla is a really
unique brand that's

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come up over the past
few years and thinking

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about a lot of how they
are doing customization

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on their end.

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When you go online
and sort of go through

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you actually have the
option to pick out

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uniquely exactly what
you want in the car.

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I think that I've even heard
that you can customize it

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so much that you can pick the
color and design on the floor

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mats that's going to be
part of your vehicle.

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So thinking about that
consumer product and experience

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that you would have there in the
sort of nonprofit space charity

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water's been really
leading the way and how

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they're doing their work.

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And really pushing forward this
idea of the membership driven

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fundraising and thinking
about really connecting people

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to that ultimate goal.

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Thinking about upselling
and retention efforts

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there and sort of
leading the way

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that they are doing their work
in the nonprofit space very

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different from, obviously,
a lot of you guys as well.

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And thinking about the work
that you're doing in the space.

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But a lot of
relevant things that

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can be transitioned from
sort of their nonprofit

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to the education side of things.

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And in general, the theme is
that we've just seen the world

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move to this
subscription economy

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that you know when we
think about Netflix.

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We used to do blockbuster I'm
very fond memories as a kid

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going to blockbuster
on Friday nights

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and now I have a monthly
Netflix subscription that I pay.

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Same thing with my
music and really

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thinking about how
I pretty much do

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all of the different
sort of tasks in my life.

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Stitch fix this should probably
be rent the runway for me.

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I think Megan does
Stitch Fix element

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of that there, but
really thinking

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about that sort of monthly
subscription and how so much

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of what we're doing in
our day to day lives

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is that when we think about
those companies the big 1,

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2 Oh, wow don't act we've seen
a lot of closure of these.

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So the blockbuster
for example, is here

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for the most part
consumers really

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want to have that brand
recognize them and feel

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like the brand knows them.

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And a lot of the ones who
haven't moved in that direction

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are being left behind.

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And unfortunately,
it's not just a problem

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that we're seeing in
sort of the commerce era.

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It's also happening
with a lot of colleges.

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We're seeing it
throughout Massachusetts

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where you masses
is taking in some

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of these other schools that
have closed over the past bit

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and really thinking
about what they

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have done to not adequately
prepare for the future

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or sort of supply that
information for their students.

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So a few things that we see
about sort of overall

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just click through all
these and talk through them.

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But in general, this sort of
bleeding donors really asking

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too much of them
and not necessarily

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of retaining them
and subverting them

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throughout the not
creating pop pipeline.

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We talk about this a
lot with our customer.

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So you know you have done
the big campaigns you've

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had that group come.

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And now they're
aging on that side.

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So who is going to be the
next group of individuals

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to carry you through the next
20 years and the upcoming

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campaigns that you might
have been not spending

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enough time in those pipelines
looking at marketing,

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sales process.

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That's much more sort of
older and snail mail oriented.

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Maybe some of the older themes.

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But not taking some of
the relevant sales themes

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that we talk a lot about here
sort of from some of our older

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learnings and also
thinking about a database

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that doesn't necessarily meet
the needs of your end user.

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So what we're sort of looking
at here today for the solution

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and thinking about true view
and how this will ring true.

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We've always been really
prioritizing the access

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to new information and
critical information

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and that access is
critical for all of you

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guys in the fundraising
space, whether you're

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front line and sort of
get that on the road

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or you're in the back
end really trying

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to make sure that as
an imperfect shape

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that new information
is really critical.

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We talk a lot of here
about turning engagement

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into fundraising.

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So obviously some of
the different cues

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that we're pulling
into our platform.

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Mostly Facebook.

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So far.

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But how we can turn other
social areas into fund raising

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initiatives
personalized outreach.

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So again, back to
that Jetblue example

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and how I really felt like
a star on that flight.

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I know others have had
birthday outreach when

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they've been flying Jetblue
or other things like that.

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So really thinking about how you
can create that for your donors

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and reaching people at
the right time as well.

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So thinking about
recency and frequency

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and also kind of that
timeline of your constituents

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maybe their age demographic
or interests other things

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like that you can
take into account.

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So a lot of stuff that we
see as a solution, which

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is a lot going to be
baked into the true view

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component that we're going
to be talking about here.

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It's been released
for the past week

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and we're really
excited to walk you

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through the specifics
of that here.

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With that I'm going to
kick it over to Meg here

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and she's going to
walk you through some of the

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new elements and what to
expect in the tool

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caps get your drum rolls ready.

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We are here today to introduce
to view the ultimate donor

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profile to view is going to
bring together fragmented data.

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And we'll be using social
and digital and traditional

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consumer identifiers plus
providing some audience

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and audience insights for you.

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And as Maggie said
it's live today.

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So you can start
taking advantage of it

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as soon as this webinar is over.

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We want you to pay
attention for now.

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As always, we start with
your carefully curated data.

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You have work to
very hard and long

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to collect and
maintain that data.

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So we start there.

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And then we combine your data
with your constituents digital

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footprints.

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And so this is done through
custom built integrations

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that we have expanded
in addition to the ones

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that you already know and love
to really provide that living

00:10:04.130 --> 00:10:07.640
record with fresh information
at your fingertips.

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We're going to be providing
you with career information

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with location information
age information home values

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Facebook social
handles and insights

00:10:20.210 --> 00:10:21.540
all at your fingertips.

00:10:21.540 --> 00:10:25.370
You're going to be able to see
that altogether true view is

00:10:25.370 --> 00:10:29.540
going to give you a full
picture of every constituent

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all in one place.

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So we start by enriching the
data that you provide to us.

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And then we reveal how
your constituents are

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going to engage with you today.

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So really, really providing
that living and breathing

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record that shows
you not just who

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somebody was when they
graduated or who somebody

00:10:49.260 --> 00:10:52.200
was the last time they
attended reunion but actually

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how that person is interested in
engaging with your institution

00:10:56.340 --> 00:10:59.070
today.

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So we've built on top of
the enrichment sources

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that you've come
to know and love.

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So the census and
Zillow have been

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hallmarks of the enrichment
data that we have provided.

00:11:11.380 --> 00:11:13.380
But we've expanded
our integrations

00:11:13.380 --> 00:11:16.590
to include additional
demographic information.

00:11:16.590 --> 00:11:21.100
So gender and age
additional career insights.

00:11:21.100 --> 00:11:23.880
And then also some
capacity information too.

00:11:23.880 --> 00:11:27.000
So this is just a
small representation

00:11:27.000 --> 00:11:29.610
of the many data
sources that we can now

00:11:29.610 --> 00:11:31.500
use to enrich your data.

00:11:31.500 --> 00:11:34.680
And the best part is that
those enrichment sources

00:11:34.680 --> 00:11:37.080
and the icons that you see
on this page will actually

00:11:37.080 --> 00:11:40.470
expand from this point
on our engineering team

00:11:40.470 --> 00:11:43.770
has really built the
foundation to allow for more

00:11:43.770 --> 00:11:45.570
and more integrations to come.

00:11:45.570 --> 00:11:48.990
We'll talk about that
a little bit later.

00:11:48.990 --> 00:11:53.820
Next, we're bringing in new and
exciting engagement sources.

00:11:53.820 --> 00:11:57.230
So bringing in some of
the ones that we've always

00:11:57.230 --> 00:11:58.600
are that we've used before.

00:11:58.600 --> 00:12:02.610
So Facebook Eventbrite and
hustle but then also some newer

00:12:02.610 --> 00:12:06.720
integrations like graduate
and switchboard and Twitter.

00:12:06.720 --> 00:12:09.420
So this has been something
that a lot of our customers

00:12:09.420 --> 00:12:11.230
have been asking
for a long time.

00:12:11.230 --> 00:12:13.980
So we're really excited
to be able to deliver

00:12:13.980 --> 00:12:17.490
this complete package to
you and continue to deliver

00:12:17.490 --> 00:12:18.810
visa exciting insights.

00:12:21.510 --> 00:12:24.150
We talked a little bit
about Chris Campbell earlier

00:12:24.150 --> 00:12:27.210
and I love this quote
that he gave us.

00:12:27.210 --> 00:12:29.370
He was one of the first
people to take a look

00:12:29.370 --> 00:12:32.160
at true view for us
and really tell us

00:12:32.160 --> 00:12:36.420
how he envisions true you having
an impact at Oklahoma State.

00:12:36.420 --> 00:12:37.930
And the reason I love.

00:12:37.930 --> 00:12:40.200
This is that he's talking
about connecting donor

00:12:40.200 --> 00:12:42.690
passions for mutual benefit.

00:12:42.690 --> 00:12:47.010
So having an application
across the giving pyramid.

00:12:47.010 --> 00:12:49.470
So at the major gift
level at the annual

00:12:49.470 --> 00:12:52.620
giving level and at the
alumni relations level

00:12:52.620 --> 00:12:57.000
and having benefit not only
for Oklahoma State University,

00:12:57.000 --> 00:13:02.700
but also to further enrich the
experience of that constituent.

00:13:02.700 --> 00:13:06.330
So you know Maggie gave a
great example about Jetblue

00:13:06.330 --> 00:13:08.100
and I think you
all probably have

00:13:08.100 --> 00:13:10.830
wonderful examples of
brands and companies

00:13:10.830 --> 00:13:13.500
that you feel a
strong attachment to

00:13:13.500 --> 00:13:17.230
and really that's the feeling
that we're trying to generate

00:13:17.230 --> 00:13:18.930
within institutions as well.

00:13:18.930 --> 00:13:20.700
And we really feel
like true use is

00:13:20.700 --> 00:13:25.170
going to be the way
to help you do that.

00:13:25.170 --> 00:13:28.680
Truthfully I think it's an
advancement professionals

00:13:28.680 --> 00:13:30.060
dream come true.

00:13:30.060 --> 00:13:32.910
This is probably
information that you've

00:13:32.910 --> 00:13:36.790
been seeking to pull together
for a very, very long time.

00:13:36.790 --> 00:13:38.850
And we're here to be
able to deliver it

00:13:38.850 --> 00:13:45.690
to you and with your
further guidance as well.

00:13:45.690 --> 00:13:49.020
So here's what you can
expect from true view.

00:13:49.020 --> 00:13:50.730
We'll be delivering
these insights

00:13:50.730 --> 00:13:53.430
and updating them on a
monthly basis for you.

00:13:53.430 --> 00:13:58.680
So we have a $100
plus million data

00:13:58.680 --> 00:14:02.430
points that are going to be
updated on a monthly basis.

00:14:02.430 --> 00:14:04.350
The great thing, too,
is that you're actually

00:14:04.350 --> 00:14:06.540
getting these insights
for your entire database

00:14:06.540 --> 00:14:09.720
you're not having to make
those hard decisions of picking

00:14:09.720 --> 00:14:13.560
a small group of constituents
to do in a pen service

00:14:13.560 --> 00:14:15.250
or to scrub.

00:14:15.250 --> 00:14:17.250
We're actually going to
be able to provide these

00:14:17.250 --> 00:14:20.490
to as many constituents
as we possibly can.

00:14:20.490 --> 00:14:23.250
And we're actually uniting
all of that information

00:14:23.250 --> 00:14:24.790
through identity resolution.

00:14:24.790 --> 00:14:26.820
So we're not just
pulling in this data

00:14:26.820 --> 00:14:29.310
and putting it in a
separate silo we're actually

00:14:29.310 --> 00:14:32.320
connecting it to the data
that you already have as well.

00:14:32.320 --> 00:14:37.020
So you can see that
complete picture

00:14:37.020 --> 00:14:40.650
if anybody has been on a webinar
or at one of our conference

00:14:40.650 --> 00:14:42.840
presentations over the
course of the past year

00:14:42.840 --> 00:14:44.790
and a half you've heard
us kind of beating

00:14:44.790 --> 00:14:48.620
the drum on flip the
pyramid, the giving funnel

00:14:48.620 --> 00:14:51.300
and we really see
true view as playing

00:14:51.300 --> 00:14:57.180
an integral role in this flip
the pyramid type of approach

00:14:57.180 --> 00:14:59.430
towards fundraising.

00:14:59.430 --> 00:15:03.540
We talk a lot about your
total solicit all population

00:15:03.540 --> 00:15:05.940
and then using some
engagement metrics

00:15:05.940 --> 00:15:09.120
to further narrow
down who might be

00:15:09.120 --> 00:15:10.830
interested in a
particular initiative

00:15:10.830 --> 00:15:12.930
or a particular program.

00:15:12.930 --> 00:15:16.110
And now we have a ton
of more sources for you

00:15:16.110 --> 00:15:20.010
to be able to use in order to
refine that population that you

00:15:20.010 --> 00:15:22.450
can then cross-reference
with capacity,

00:15:22.450 --> 00:15:25.470
and really lead down the right
path towards whatever the end

00:15:25.470 --> 00:15:29.090
goal is whether it's
an annual giving

00:15:29.090 --> 00:15:31.350
an annual gift whether
it's a major gaffes

00:15:31.350 --> 00:15:33.870
or whether it's a principle
gift or whether it's just

00:15:33.870 --> 00:15:39.080
to identify a group
of social ambassadors

00:15:39.080 --> 00:15:42.350
and he's going to talk through
some of our customer examples

00:15:42.350 --> 00:15:43.660
here.

00:15:43.660 --> 00:15:46.880
Thanks so two
examples for you here.

00:15:46.880 --> 00:15:49.940
Obviously true insights was
just released last week.

00:15:49.940 --> 00:15:52.790
So we're hoping to build out
more and more case studies that

00:15:52.790 --> 00:15:55.380
also include some
of these insights.

00:15:55.380 --> 00:15:57.590
But wanted to talk quickly
about some of the work

00:15:57.590 --> 00:15:59.600
that Baylor has done.

00:15:59.600 --> 00:16:02.840
They were able to bring
in their athletic pages

00:16:02.840 --> 00:16:05.720
into the ever true platform
and really think about some

00:16:05.720 --> 00:16:08.180
of the season ticket
offerings that they

00:16:08.180 --> 00:16:11.750
have at Baylor around
football and men's and women's

00:16:11.750 --> 00:16:12.960
basketball.

00:16:12.960 --> 00:16:14.490
And thinking about
looking at who

00:16:14.490 --> 00:16:18.350
was engaging with those
specific pages on Facebook

00:16:18.350 --> 00:16:20.390
and tying that directly
to their ticket sales.

00:16:20.390 --> 00:16:22.560
So using insights from Facebook.

00:16:22.560 --> 00:16:25.130
Those people who were
engaged with content

00:16:25.130 --> 00:16:27.680
lower hanging fruit than
necessarily the sort

00:16:27.680 --> 00:16:30.980
of cold calling individuals
and using real insights

00:16:30.980 --> 00:16:35.750
to actually connect their ticket
sales to ultimate and members

00:16:35.750 --> 00:16:37.520
who were there from Facebook.

00:16:37.520 --> 00:16:40.300
So really exciting
area to think about

00:16:40.300 --> 00:16:43.230
if we can add in
without that reverse

00:16:43.230 --> 00:16:45.380
or giving funnel that
Meg just talked about.

00:16:45.380 --> 00:16:47.360
Think about adding true
insights and everybody

00:16:47.360 --> 00:16:49.820
who's interested in football
or interested in basketball

00:16:49.820 --> 00:16:51.800
to those in addition
to the Facebook

00:16:51.800 --> 00:16:55.520
or the interaction keyword
search that we already have.

00:16:55.520 --> 00:16:57.890
Another example
with Oklahoma State.

00:16:57.890 --> 00:17:01.130
So Jacob and Chris worked
very closely together

00:17:01.130 --> 00:17:03.860
and they've done a great
job of time insights

00:17:03.860 --> 00:17:08.420
specifically with their donors
and initiatives on campus.

00:17:08.420 --> 00:17:11.390
One big initiative for them is
around the aviation program.

00:17:11.390 --> 00:17:13.490
So really thinking
about everybody

00:17:13.490 --> 00:17:17.180
who has ever mentioned the
word aviation in their contact

00:17:17.180 --> 00:17:20.619
reports also folks who are
self reporting that they may

00:17:20.619 --> 00:17:24.470
be affiliated with aviation
and a career element thinking

00:17:24.470 --> 00:17:27.319
about how we can now collect
those insights to add

00:17:27.319 --> 00:17:29.540
to that element that's
there as well as

00:17:29.540 --> 00:17:31.340
some of the other career
sources that we're

00:17:31.340 --> 00:17:33.557
going to be able to
pull into the platform

00:17:33.557 --> 00:17:35.390
to be able to supplement
some of that there.

00:17:35.390 --> 00:17:37.910
So really exciting
to think about how

00:17:37.910 --> 00:17:39.180
to connect those dots.

00:17:39.180 --> 00:17:42.350
So that they are tangibly
back to your campus efforts

00:17:42.350 --> 00:17:46.308
and initiatives that you're
specifically fundraising for.

00:17:46.308 --> 00:17:48.850
And with that, we're actually
going to dive into the platform

00:17:48.850 --> 00:17:51.490
and talk through where
each had picked out

00:17:51.490 --> 00:17:54.820
sort of our favorite thing
about TrueView in ever true.

00:17:54.820 --> 00:17:58.210
And I'm going to walk through
specifically with that Meghan's

00:17:58.210 --> 00:17:59.680
and our dummy example here.

00:17:59.680 --> 00:18:01.300
So this is all
test data that you

00:18:01.300 --> 00:18:03.940
expect to see as we're
walking through it.

00:18:03.940 --> 00:18:06.580
Yeah So one of the
features that I really

00:18:06.580 --> 00:18:10.990
love about true view is the
interests that are captured by

00:18:10.990 --> 00:18:13.780
are captured on each
constituent record.

00:18:13.780 --> 00:18:15.940
This can really be
a gold mine and this

00:18:15.940 --> 00:18:18.460
is an opportunity
for you to find

00:18:18.460 --> 00:18:21.700
people who may be interested
in a certain topic

00:18:21.700 --> 00:18:23.140
or set of topics.

00:18:23.140 --> 00:18:28.048
So you'll see that there is a
new interests interest filter.

00:18:28.048 --> 00:18:29.590
If you're scrolling
through just look

00:18:29.590 --> 00:18:32.080
for the new flag listed there.

00:18:32.080 --> 00:18:34.870
But here you have the
ability to search across.

00:18:34.870 --> 00:18:37.630
I think it's 5,500 interests.

00:18:37.630 --> 00:18:41.120
So you have a wealth of data
to be able to source from.

00:18:41.120 --> 00:18:44.170
And so we're pulling in the
interest of your constituents.

00:18:44.170 --> 00:18:46.690
So we'll just use a really
simple example here.

00:18:46.690 --> 00:18:50.140
But I'm looking for people
who are interested in music

00:18:50.140 --> 00:18:52.480
because where we're
trying to find

00:18:52.480 --> 00:18:55.220
folks who are interested in
supporting the school of music.

00:18:55.220 --> 00:18:57.970
So I you can see that there
are a number of different types

00:18:57.970 --> 00:18:58.910
of music listed.

00:18:58.910 --> 00:19:00.770
So if I wanted to
be more specific.

00:19:00.770 --> 00:19:02.080
I certainly could be.

00:19:02.080 --> 00:19:03.940
But generally, I
wanted to find people

00:19:03.940 --> 00:19:07.590
who have any sort of
interest in music found 10

00:19:07.590 --> 00:19:09.700
constituents right from here.

00:19:09.700 --> 00:19:12.850
I could layer on people
who have a career in music

00:19:12.850 --> 00:19:15.730
or who have engaged
with any topics

00:19:15.730 --> 00:19:17.740
on Facebook regarding music.

00:19:17.740 --> 00:19:19.900
But this is a brand
new set of data

00:19:19.900 --> 00:19:23.650
that I can use I might do one
more interest just because it

00:19:23.650 --> 00:19:27.430
came up in a conversation
that I had with a customer

00:19:27.430 --> 00:19:30.610
last week that we started to
look through these interest

00:19:30.610 --> 00:19:33.880
and start to tease
out how these could

00:19:33.880 --> 00:19:35.590
fall into different categories.

00:19:35.590 --> 00:19:37.960
And so we were looking
at a constituent

00:19:37.960 --> 00:19:40.540
and it was clear
that this person was

00:19:40.540 --> 00:19:46.330
interested in entrepreneurship
because he black beans Shark

00:19:46.330 --> 00:19:49.250
Tank or he liked saying
or not Shark Week,

00:19:49.250 --> 00:19:51.040
even though it is
Shark Week, but he

00:19:51.040 --> 00:19:55.120
likes certain he likes
certain magazines

00:19:55.120 --> 00:19:58.030
like tech StatCrunch or
entrepreneurship magazine

00:19:58.030 --> 00:19:59.440
or venture beat.

00:19:59.440 --> 00:20:01.300
And so I think as
you're starting

00:20:01.300 --> 00:20:04.370
to explore some of these
filters it's all right.

00:20:04.370 --> 00:20:06.470
And as I have as well.

00:20:06.470 --> 00:20:08.740
It's been really interesting
to think about the wider

00:20:08.740 --> 00:20:11.010
application for these things.

00:20:11.010 --> 00:20:14.950
You know people who are
interested in a certain person

00:20:14.950 --> 00:20:16.120
like Mark Cuban.

00:20:16.120 --> 00:20:19.060
Does that mean that that person
maybe just likes the Dallas

00:20:19.060 --> 00:20:22.990
Mavericks or does that have
another way of indicating

00:20:22.990 --> 00:20:25.660
that this person might be
interested in supporting

00:20:25.660 --> 00:20:28.838
some business or
entrepreneurship.

00:20:28.838 --> 00:20:29.380
That's right.

00:20:29.380 --> 00:20:30.550
Good example.

00:20:30.550 --> 00:20:33.010
And also these are going
to change with each subset

00:20:33.010 --> 00:20:34.270
that you guys have as well.

00:20:34.270 --> 00:20:37.007
So when Meghan was doing
that search with her customer

00:20:37.007 --> 00:20:38.590
they probably had
some of those things

00:20:38.590 --> 00:20:41.560
as the interests that are
going to be there for it.

00:20:41.560 --> 00:20:44.110
So I thought I'd actually
just walk through a profile

00:20:44.110 --> 00:20:45.777
and show you some of
the things that I'm really excited

00:20:45.777 --> 00:20:47.470
about on a
profile level.

00:20:47.470 --> 00:20:49.600
Again, this is sort
of sample data.

00:20:49.600 --> 00:20:52.990
So if anything looks
a little misplaced

00:20:52.990 --> 00:20:54.730
that's the reason why.

00:20:54.730 --> 00:20:57.400
But Dr. drew l Miller as
a big favorite of ours

00:20:57.400 --> 00:20:58.428
here at ever true.

00:20:58.428 --> 00:21:00.220
I mean, what you can
see on a profile level

00:21:00.220 --> 00:21:02.140
is that we've added an
additional tab here.

00:21:02.140 --> 00:21:04.160
So it's called the
enrichment tab,

00:21:04.160 --> 00:21:05.620
and you'll see
various information

00:21:05.620 --> 00:21:09.580
that we're now able to pull in
on the profile here for you.

00:21:09.580 --> 00:21:11.500
First and foremost is age.

00:21:11.500 --> 00:21:14.040
So I've talked with a lot
of folks varying degrees.

00:21:14.040 --> 00:21:15.790
Some people have really
done a lot of work

00:21:15.790 --> 00:21:19.390
to capture age and have
75% of their database

00:21:19.390 --> 00:21:23.350
already sort of having those
age Sperry bands on them.

00:21:23.350 --> 00:21:25.840
A lot of others are maybe
looking at this in a new lens

00:21:25.840 --> 00:21:26.340
here. So really

00:21:26.340 --> 00:21:29.250
great to have that captured
at the top,

00:21:29.250 --> 00:21:31.280
I don't want to lead
into our what's to come.

00:21:31.280 --> 00:21:33.820
But the additional
contact information, maybe

00:21:33.820 --> 00:21:35.560
is something that's
coming in the future.

00:21:35.560 --> 00:21:37.630
So yes intent.

00:21:37.630 --> 00:21:39.850
So this is something that
you'll see continually

00:21:39.850 --> 00:21:42.100
get filled out as well.

00:21:42.100 --> 00:21:43.400
The career information.

00:21:43.400 --> 00:21:46.270
So pulling from a variety
of different sources

00:21:46.270 --> 00:21:48.010
that are going to
really allow us

00:21:48.010 --> 00:21:51.340
to expand that information
that's here for you.

00:21:51.340 --> 00:21:55.350
So we can see that he's part
of the School of visual arts

00:21:55.350 --> 00:21:57.100
and kind of having
that displayed directly

00:21:57.100 --> 00:21:58.542
on the profile.

00:21:58.542 --> 00:22:00.250
What Megan talked
about with the interest

00:22:00.250 --> 00:22:03.070
being able to see that he
has a really high interest

00:22:03.070 --> 00:22:06.460
and affinity and
television With 10 more

00:22:06.460 --> 00:22:07.690
on the additional topics.

00:22:07.690 --> 00:22:09.065
So you can always
click into that and see

00:22:09.065 --> 00:22:11.170
any of those additional ones.

00:22:11.170 --> 00:22:14.260
But my favorite thing that
I wanted to talk about here

00:22:14.260 --> 00:22:17.440
are some of the new uplifts
around the social networks.

00:22:17.440 --> 00:22:19.090
So you'll see here
in this box that we

00:22:19.090 --> 00:22:21.220
have three additional
social networks coming

00:22:21.220 --> 00:22:24.890
through Facebook,
LinkedIn and Twitter.

00:22:24.890 --> 00:22:27.410
You know, obviously, we have
our Facebook integration

00:22:27.410 --> 00:22:29.320
and currently that's
pulling on insights

00:22:29.320 --> 00:22:31.152
on your specific pages.

00:22:31.152 --> 00:22:33.610
But this gives us a lens that
we can actually click on this

00:22:33.610 --> 00:22:37.098
and go to his specific
Facebook page or view his bio.

00:22:37.098 --> 00:22:38.140
Same thing with LinkedIn.

00:22:38.140 --> 00:22:40.180
So we can actually go
to his specific profile

00:22:40.180 --> 00:22:41.843
here or view his
fire, which

00:22:41.843 --> 00:22:44.260
is where we're going to see a
lot of that career information coming

00:22:44.260 --> 00:22:45.400
through.

00:22:45.400 --> 00:22:48.580
And lastly, with Twitter really
exciting for those of you

00:22:48.580 --> 00:22:50.830
that have been requesting
Twitter and Instagram

00:22:50.830 --> 00:22:53.180
for a long time a
big barrier for us

00:22:53.180 --> 00:22:55.480
to be able to add these
as integration partners

00:22:55.480 --> 00:22:57.890
is the fact that they
are handled driven.

00:22:57.890 --> 00:23:00.100
So trails is pretty
similar to his name.

00:23:00.100 --> 00:23:03.460
But most people have
unique sort of handles

00:23:03.460 --> 00:23:05.747
that are part of their
Twitter, Instagram.

00:23:05.747 --> 00:23:07.580
So the fact that we're
capturing these here.

00:23:07.580 --> 00:23:09.247
And we're actually
beginning to show you how many followers

00:23:09.247 --> 00:23:11.970
cherelle has, as well as
how many things he's

00:23:11.970 --> 00:23:13.030
following.

00:23:13.030 --> 00:23:14.370
In addition to that bio.

00:23:14.370 --> 00:23:17.470
So really kind of grabbing at
some of these other interest

00:23:17.470 --> 00:23:21.040
elements that we think
will be big, big players

00:23:21.040 --> 00:23:23.990
as we expand upon some of this
data that we're sitting on,

00:23:23.990 --> 00:23:26.500
which is a good segue to
going back into our slide

00:23:26.500 --> 00:23:35.085
deck here to see what's
coming up next to OK.

00:23:35.085 --> 00:23:35.710
So what's next.

00:23:35.710 --> 00:23:37.002
You want to take the first one. Yeah,

00:23:37.002 --> 00:23:40.550
so we're going to increase
the amount of data

00:23:40.550 --> 00:23:45.170
on constituents so
as Maggie alluded to

00:23:45.170 --> 00:23:48.200
during this initial pass through
you just went live last Monday.

00:23:48.200 --> 00:23:51.080
So we wanted to do a
slower rollout make sure

00:23:51.080 --> 00:23:54.920
that everything looked good that
there were no kinks in there.

00:23:54.920 --> 00:23:58.580
And so we will be releasing
more and more data

00:23:58.580 --> 00:24:01.450
on your existing constituents
in the coming weeks.

00:24:01.450 --> 00:24:04.510
So think updated
contact information.

00:24:04.510 --> 00:24:08.810
Email phone numbers and
addresses as well as increase

00:24:08.810 --> 00:24:10.910
matches across your database.

00:24:10.910 --> 00:24:13.360
So expect just more data.

00:24:13.360 --> 00:24:15.035
By not having to do anything.

00:24:17.750 --> 00:24:20.170
The second one on here
some more data sources.

00:24:20.170 --> 00:24:23.230
So we are constantly exploring
more and more data sources

00:24:23.230 --> 00:24:26.890
and options as well as what we
are now capturing in the data

00:24:26.890 --> 00:24:29.680
and how to display that in
the platform, even more.

00:24:29.680 --> 00:24:31.480
One of the major
sources that you'll

00:24:31.480 --> 00:24:33.478
see that's missing and
the initial outlook

00:24:33.478 --> 00:24:35.020
that a lot of people
have asked about

00:24:35.020 --> 00:24:37.150
is Instagram and
that is something

00:24:37.150 --> 00:24:39.490
that our team is working
on adding in there

00:24:39.490 --> 00:24:43.270
you are well and followers
into the platform as well.

00:24:43.270 --> 00:24:46.900
Another area that we're really
sort of focused on and looking

00:24:46.900 --> 00:24:49.000
heavily into is
that wealth data.

00:24:49.000 --> 00:24:51.495
So being able to tie a lot
of the wealth screening

00:24:51.495 --> 00:24:52.870
and information
that you guys are

00:24:52.870 --> 00:24:55.240
doing through a bunch
of different partners

00:24:55.240 --> 00:24:57.610
directly into our platform.

00:24:57.610 --> 00:24:59.950
The last thing that I'll sort
of mention here with this

00:24:59.950 --> 00:25:02.550
is expanded corporate view.

00:25:02.550 --> 00:25:05.110
So thinking about how we're
capturing company data

00:25:05.110 --> 00:25:09.580
in the platform, we put on our
ever true exchange recently

00:25:09.580 --> 00:25:13.667
to get some feedback around
corporate and foundation

00:25:13.667 --> 00:25:16.000
work that people are doing
if you are one of those folks

00:25:16.000 --> 00:25:17.583
or you have somebody
good on your team definitely

00:25:17.583 --> 00:25:21.280
pass them along to Joshua
foster who posted it

00:25:21.280 --> 00:25:22.390
in the exchange there.

00:25:22.390 --> 00:25:24.110
We are learning more
and more about that.

00:25:24.110 --> 00:25:25.870
But some ideas are
the more sources

00:25:25.870 --> 00:25:30.020
that we're eventually going to
be bringing into the platform.

00:25:30.020 --> 00:25:34.000
And then the exports.

00:25:34.000 --> 00:25:37.060
So all of this great data
that Maggie showed you

00:25:37.060 --> 00:25:39.940
on the enrichment
tab, we are working

00:25:39.940 --> 00:25:43.420
on building an exporter
tool to get that out

00:25:43.420 --> 00:25:46.570
of ever true and back
into your database.

00:25:46.570 --> 00:25:49.480
So that will be available
as an add on a premium

00:25:49.480 --> 00:25:54.970
add on for those customers who
are interested in using it.

00:25:54.970 --> 00:25:56.830
So you will definitely
be hearing more

00:25:56.830 --> 00:25:59.410
about that in the coming months.

00:25:59.410 --> 00:26:02.020
But raise your hand
and let us know

00:26:02.020 --> 00:26:08.240
if you're interested in
purchasing that premium add on

00:26:08.240 --> 00:26:10.860
and last but not least,
we are obviously,

00:26:10.860 --> 00:26:12.790
in the first week of
this new true view.

00:26:12.790 --> 00:26:15.050
So with everything that
we do here at ever three

00:26:15.050 --> 00:26:17.420
we're always looking
for feedback.

00:26:17.420 --> 00:26:21.650
What you found to be really sort
of exciting to see in the tool.

00:26:21.650 --> 00:26:25.400
What you found could be
different display or UI

00:26:25.400 --> 00:26:26.810
what other data that you want.

00:26:26.810 --> 00:26:28.970
So we are looking for feedback.

00:26:28.970 --> 00:26:31.340
Please be in touch with your
customer success manager

00:26:31.340 --> 00:26:34.478
and let them know your
thoughts about it.

00:26:34.478 --> 00:26:36.020
We're really excited
about it on this

00:26:36.020 --> 00:26:37.790
and all the positive
feedback initially

00:26:37.790 --> 00:26:40.200
has been really
positive and exciting.

00:26:40.200 --> 00:26:41.420
So keep it coming.

00:26:41.420 --> 00:26:44.480
We are all ears as always.

00:26:44.480 --> 00:26:51.470
And tomorrow is maybe the best
day of the year a little bias.

00:26:51.470 --> 00:26:55.000
So first and foremost, it
is Maggie whose birthday

00:26:55.000 --> 00:26:59.540
it is very important
that I invite everybody

00:26:59.540 --> 00:27:01.700
who has Maggie as a
customer success manager

00:27:01.700 --> 00:27:05.600
be sure to send
your e card flowers.

00:27:05.600 --> 00:27:09.818
Yes telegrams like all
of that at our office.

00:27:09.818 --> 00:27:12.110
But something that's maybe
a little bit more applicable

00:27:12.110 --> 00:27:17.300
to all of you is the fact that
we are having a one day sale

00:27:17.300 --> 00:27:19.700
tomorrow for raise.

00:27:19.700 --> 00:27:23.540
We have incredible
discounts on tickets

00:27:23.540 --> 00:27:27.350
both at the individual
level and at the team level.

00:27:27.350 --> 00:27:31.790
So you can get $300 off
an individual ticket

00:27:31.790 --> 00:27:34.100
and then for teams
you can get five

00:27:34.100 --> 00:27:35.930
tickets for the price of three.

00:27:35.930 --> 00:27:37.130
Yep, exactly.

00:27:37.130 --> 00:27:40.310
So we're combining my
birthday and a race sale.

00:27:40.310 --> 00:27:42.950
It's just a dream come true.

00:27:42.950 --> 00:27:45.882
But no in all seriousness
we're so excited about race.

00:27:45.882 --> 00:27:47.840
Our marketing team has
been doing a ton of work

00:27:47.840 --> 00:27:50.960
to gain great
speakers and really

00:27:50.960 --> 00:27:52.390
sort of fill the two days.

00:27:52.390 --> 00:27:54.920
Is it is the end of September.

00:27:54.920 --> 00:27:59.040
September 18 and 19th,
something like that.

00:27:59.040 --> 00:28:02.570
Or Monday, Thursday and Friday
at the end of September.

00:28:02.570 --> 00:28:06.420
And so you know make sure
that you join us for that day.

00:28:06.420 --> 00:28:08.190
It will here in Boston.

00:28:08.190 --> 00:28:09.850
But we're super excited for it.

00:28:09.850 --> 00:28:12.060
That schedule was released
last week as well.

00:28:12.060 --> 00:28:13.640
So take a look at that.

00:28:13.640 --> 00:28:17.120
You can see raised by ever
true is where everything

00:28:17.120 --> 00:28:18.440
lives to take a check.

00:28:18.440 --> 00:28:21.320
Check out of that if you haven't
already purchased your tickets.

00:28:21.320 --> 00:28:23.660
So with that, I know Mike
is typing away and answering

00:28:23.660 --> 00:28:25.860
some questions that
have come through.

00:28:25.860 --> 00:28:29.090
But we do have a few
that aren't answered yet.

00:28:29.090 --> 00:28:32.390
So from one individual,
how are matches

00:28:32.390 --> 00:28:36.510
made between our records
and these new data sources.

00:28:36.510 --> 00:28:39.650
So we are using a number
of different data points

00:28:39.650 --> 00:28:42.560
that you are providing
to us to ensure

00:28:42.560 --> 00:28:44.960
that what we're seeing
from some of our data

00:28:44.960 --> 00:28:46.970
providers is actually accurate.

00:28:46.970 --> 00:28:49.630
So we're using things
like email address

00:28:49.630 --> 00:28:53.780
or using things like phone
number first and last name.

00:28:53.780 --> 00:28:56.480
We're also going to be
experimenting with addresses

00:28:56.480 --> 00:29:00.500
as well to continue to be
able to expand on the data

00:29:00.500 --> 00:29:03.260
that we bring in while
also ensuring high levels

00:29:03.260 --> 00:29:05.760
of accuracy over time.

00:29:05.760 --> 00:29:09.020
There may be additional
data data points

00:29:09.020 --> 00:29:11.600
that you all could
provide to us to allow

00:29:11.600 --> 00:29:12.950
us to increase those matches.

00:29:12.950 --> 00:29:14.780
So even thinking
about socially you

00:29:14.780 --> 00:29:20.330
URLs but we're working with some
of those basics just to start.

00:29:20.330 --> 00:29:22.150
We just had a
flood of questions.

00:29:22.150 --> 00:29:23.420
So that's great.

00:29:23.420 --> 00:29:25.730
So a good one here
about what happens

00:29:25.730 --> 00:29:28.820
if the true view auto matches
to the incorrect social media

00:29:28.820 --> 00:29:29.570
profiles.

00:29:29.570 --> 00:29:31.160
How do we disconnect it.

00:29:31.160 --> 00:29:34.130
We can no longer match to
did did is there another way

00:29:34.130 --> 00:29:35.600
to do this.

00:29:35.600 --> 00:29:36.950
So two pieces of this here.

00:29:36.950 --> 00:29:38.700
So the first part of it.

00:29:38.700 --> 00:29:42.700
Our team is working on
creating a way for you

00:29:42.700 --> 00:29:45.860
as internal users
of ever true to be

00:29:45.860 --> 00:29:50.720
able to hide information
that's incorrect

00:29:50.720 --> 00:29:52.520
or remove it from the profile.

00:29:52.520 --> 00:29:54.560
We are also working on
ways that if you guys

00:29:54.560 --> 00:29:58.080
have all of those stored
profiles in your own database.

00:29:58.080 --> 00:30:01.310
So Twitter handles or
LinkedIn information

00:30:01.310 --> 00:30:05.120
to be able to bring that into
the tool in an airport fashion.

00:30:05.120 --> 00:30:07.940
So really exciting about
that with the manual matching

00:30:07.940 --> 00:30:08.450
on LinkedIn.

00:30:08.450 --> 00:30:11.430
That is something that
will not be moving forward.

00:30:11.430 --> 00:30:14.420
But you do have it on the
profile level with a box

00:30:14.420 --> 00:30:15.410
that I showed you.

00:30:15.410 --> 00:30:18.800
You can click directly
to the person's record

00:30:18.800 --> 00:30:21.470
where obviously pulling
in those LinkedIn insights

00:30:21.470 --> 00:30:24.330
through various sources as of
now, which is really exciting.

00:30:24.330 --> 00:30:26.450
And gives us much
more sort of ability

00:30:26.450 --> 00:30:28.430
to be able to not just
be tied to that one

00:30:28.430 --> 00:30:29.580
sort of provider for that.

00:30:29.580 --> 00:30:34.550
Now next question
will premium exports

00:30:34.550 --> 00:30:38.380
include career information
from LinkedIn as you know,

00:30:38.380 --> 00:30:41.210
our relationship with LinkedIn
is changing a little bit.

00:30:41.210 --> 00:30:44.450
And we've always been prevented
from exporting information

00:30:44.450 --> 00:30:46.850
directly from LinkedIn.

00:30:46.850 --> 00:30:49.040
The great thing is is that
these new data providers

00:30:49.040 --> 00:30:51.920
that we've partnered
with are allowing

00:30:51.920 --> 00:30:53.390
us to export that data.

00:30:53.390 --> 00:30:56.420
So while LinkedIn
is no longer going

00:30:56.420 --> 00:30:58.910
to be the sole
source of information

00:30:58.910 --> 00:31:02.182
we will be able to allow
you to export some career

00:31:02.182 --> 00:31:04.265
information from some of
our other data providers.

00:31:06.980 --> 00:31:09.000
Are you able to extract
to add from sources

00:31:09.000 --> 00:31:12.410
that have private accounts
like Instagram and Twitter.

00:31:12.410 --> 00:31:13.608
Great question.

00:31:13.608 --> 00:31:15.650
I think we probably would
have to ask our product

00:31:15.650 --> 00:31:18.290
team on the private
account piece of it.

00:31:18.290 --> 00:31:22.115
But our goal is really to
be able to use some of those

00:31:22.115 --> 00:31:23.240
with Twitter and Instagram.

00:31:23.240 --> 00:31:24.980
We have never had
that information

00:31:24.980 --> 00:31:27.170
in our platform before
Jay able to show you

00:31:27.170 --> 00:31:29.130
who the influencers are.

00:31:29.130 --> 00:31:32.330
And then also how we have a
lot of our Facebook engagement

00:31:32.330 --> 00:31:36.230
connecting back to our customers
pages to think about ways

00:31:36.230 --> 00:31:38.912
that we can ultimately try
to provide those insights

00:31:38.912 --> 00:31:40.370
in there, which
then would lead you

00:31:40.370 --> 00:31:43.250
know obviously engagement
on public channels

00:31:43.250 --> 00:31:44.490
and information.

00:31:44.490 --> 00:31:47.300
But not sure Meghan is writing
that down about that there

00:31:47.300 --> 00:31:49.020
because this is also new to us.

00:31:49.020 --> 00:31:50.972
It's one month, one week in.

00:31:50.972 --> 00:31:52.430
So we might have
to get back to you

00:31:52.430 --> 00:31:59.100
on that one period to which
specific resource does

00:31:59.100 --> 00:32:04.870
the icon that looks at an
open book refer to a resume

00:32:04.870 --> 00:32:06.330
as a may.

00:32:06.330 --> 00:32:10.770
So some of the icons
that we displayed were.

00:32:10.770 --> 00:32:13.420
I don't know if I'll call
it theoretical icons.

00:32:13.420 --> 00:32:16.200
So they might not actually
represent a company.

00:32:16.200 --> 00:32:19.320
Know we had a
location pin up, which

00:32:19.320 --> 00:32:21.070
represented location data.

00:32:21.070 --> 00:32:25.080
But you know just in
terms of sources as well.

00:32:25.080 --> 00:32:28.140
Every troop has a full list
of all of our data processors

00:32:28.140 --> 00:32:29.460
on our website.

00:32:29.460 --> 00:32:31.900
So with that with a
recording of this webinar,

00:32:31.900 --> 00:32:33.940
we can definitely send that out.

00:32:33.940 --> 00:32:37.740
That's been included in some
of our communications thus far.

00:32:37.740 --> 00:32:40.110
But you can subscribe
to them vacations

00:32:40.110 --> 00:32:43.052
to learn new folks that we're
partnering with as well.

00:32:43.052 --> 00:32:44.760
Yeah And those last
two questions we had.

00:32:44.760 --> 00:32:47.302
What sources will be used for
additional contact information, as well

00:32:47.302 --> 00:32:48.782
as career data.

00:32:48.782 --> 00:32:50.490
Those are part of our
lists of processors

00:32:50.490 --> 00:32:52.090
that are going to be on there.

00:32:52.090 --> 00:32:54.960
But we're really excited about
having more options and more

00:32:54.960 --> 00:32:57.570
places that we're able to pull
that data from ultimately.

00:32:57.570 --> 00:33:02.332
Yeah So with that high five
questions we did a webinar

00:33:02.332 --> 00:33:04.540
and we were even getting
you guys out a little early.

00:33:04.540 --> 00:33:08.310
So 34 minutes to get through
all this information.

00:33:08.310 --> 00:33:10.650
Super excited about what
you see in the platform.

00:33:10.650 --> 00:33:11.550
Be in touch again.

00:33:11.550 --> 00:33:12.910
Feedback questions.

00:33:12.910 --> 00:33:15.450
All of that that sort of
information of your customer

00:33:15.450 --> 00:33:18.030
success managers are
always happy to talk to you

00:33:18.030 --> 00:33:21.360
and be sure to get
your tickets tomorrow.

00:33:21.360 --> 00:33:22.260
One day sale.

00:33:22.260 --> 00:33:24.690
It's kind of like
Prime Day or a day.

00:33:24.690 --> 00:33:26.010
It's basically the same thing.

00:33:26.010 --> 00:33:28.180
So same same same as you.

00:33:28.180 --> 00:33:30.370
Don't miss out on the sales.

00:33:30.370 --> 00:33:33.300
So we'll see you in
September at Ray's.

00:33:33.300 --> 00:33:34.070
Thanks, everybody.

00:33:34.070 --> 00:33:35.280
By