All right.
We just unneeded here and we are going to go ahead and kick off
this webinar here.
For those of you that were on in the first few minutes,
we're affectionately calling this Monday with the megs
because we are both named Meg in some way.
And with that to our introductions.
I am Maggie Patterson.
I work with a bunch of you guys that are on the call.
I am on the customer success team.
And I've been here at ever true for almost four years.
I've been leading this with my colleague Meg Megan Jager.
I'm also on the customer success team.
And I've been it ever true for about 2 and 1/2 years.
So Maggie and I are so excited to share the spotlight today,
but also to be talking about true view with all of you
today.
Yeah So with that a few guidelines
for how to work this room call if you're a first time here
on a webinar.
We do have a question portal for you guys
to put your great questions in.
We have a side computer here that we'll
be monitoring those as well as Mike Nichols on with us
and might be sort of answering some of those
as we go through them as well.
So on your bar, you should be able to see a Q&A area.
And we will be wrapping up our session today
with those questions.
So please do ask a bunch of those.
So we can answer those at the end.
Also, we wanted to announce our new podcast called race.
We are really excited about this.
This is a podcast that our CEO Brent
Greene runs he's been talking to leaders in this space.
And one in particular that we wanted to call out for you guys
is the third series of the podcast.
It's with Chris Campbell from Oklahoma State.
And the reason that this is an interesting one for you
guys to watch after this session here
today is that it does talk a lot about true view data insights
and is really relevant for what we're releasing here.
But should plug to definitely start
at the beginning with Kansas State and then Rochester.
So a lot of really great content out there on race.
You can find it on our website.
But it is also in the iTunes store
and anywhere else that you're finding
podcasts are pretty exciting.
So starting off here is obviously, the first two sides
of this.
And this is actually an example that happened to me recently
when we just bought a house a new house here
in the local Boston area.
And so I've been ordering a lot of new furniture
to sort of fill the space move from a very small north
end Boston apartment to a house.
So I think all of our stuff in a one car garage
and we originally moved in and I took off last Monday
to work from home to get this table delivered.
And for those of you that know me.
Well, I know that I don't love working from home,
I really like being around people interacting with folks.
So working from home is very isolating I
talked a lot to my dog all day.
And so I was anxious for this table
to get delivered and get back to my routine.
And about 15 minutes before my delivery window
closed they called and said that they were
not going to be able to make the delivery that day
that they were canceling it, which
was really frustrating as a consumer,
I had taken off this time.
I was at home obviously with sort of out
of my routine in my day to day.
And so you have those experiences where you're just
really frustrated with the customer service people
I felt like weren't listening to me when
I was trying to reschedule it.
The windows that I were getting were only Monday to Thursday.
There was no accommodating outside of work hours.
And then you have these companies
on the other side that are really treating you
like they know you even when you are one
of their millions of customers.
So the example here is Jetblue.
They have been known for their customer service out there.
And I personally have had a really great experience
with them when I flew.
Recently I had this card on my seat
on the left hand side as the outside of it.
That said, you know, this may seem out of the blue.
But we hope that your day is just awesome.
And it was addressed to me personally
and thanking me for my loyalty to them as a brand.
So really thinking about the opposition of this company that
was very fresh to deal with as well as
one that made me feel like I was the most important person
on the plane when really there 200 of us
guests that were there when we think about this
and how it sort of impacts our day to day lives in other ways
as well.
Tesla is a really unique brand that's
come up over the past few years and thinking
about a lot of how they are doing customization
on their end.
When you go online and sort of go through
you actually have the option to pick out
uniquely exactly what you want in the car.
I think that I've even heard that you can customize it
so much that you can pick the color and design on the floor
mats that's going to be part of your vehicle.
So thinking about that consumer product and experience
that you would have there in the sort of nonprofit space charity
water's been really leading the way and how
they're doing their work.
And really pushing forward this idea of the membership driven
fundraising and thinking about really connecting people
to that ultimate goal.
Thinking about upselling and retention efforts
there and sort of leading the way
that they are doing their work in the nonprofit space very
different from, obviously, a lot of you guys as well.
And thinking about the work that you're doing in the space.
But a lot of relevant things that
can be transitioned from sort of their nonprofit
to the education side of things.
And in general, the theme is that we've just seen the world
move to this subscription economy
that you know when we think about Netflix.
We used to do blockbuster I'm very fond memories as a kid
going to blockbuster on Friday nights
and now I have a monthly Netflix subscription that I pay.
Same thing with my music and really
thinking about how I pretty much do
all of the different sort of tasks in my life.
Stitch fix this should probably be rent the runway for me.
I think Megan does Stitch Fix element
of that there, but really thinking
about that sort of monthly subscription and how so much
of what we're doing in our day to day lives
is that when we think about those companies the big 1,
2 Oh, wow don't act we've seen a lot of closure of these.
So the blockbuster for example, is here
for the most part consumers really
want to have that brand recognize them and feel
like the brand knows them.
And a lot of the ones who haven't moved in that direction
are being left behind.
And unfortunately, it's not just a problem
that we're seeing in sort of the commerce era.
It's also happening with a lot of colleges.
We're seeing it throughout Massachusetts
where you masses is taking in some
of these other schools that have closed over the past bit
and really thinking about what they
have done to not adequately prepare for the future
or sort of supply that information for their students.
So a few things that we see about sort of overall
just click through all these and talk through them.
But in general, this sort of bleeding donors really asking
too much of them and not necessarily
of retaining them and subverting them
throughout the not creating pop pipeline.
We talk about this a lot with our customer.
So you know you have done the big campaigns you've
had that group come.
And now they're aging on that side.
So who is going to be the next group of individuals
to carry you through the next 20 years and the upcoming
campaigns that you might have been not spending
enough time in those pipelines looking at marketing,
sales process.
That's much more sort of older and snail mail oriented.
Maybe some of the older themes.
But not taking some of the relevant sales themes
that we talk a lot about here sort of from some of our older
learnings and also thinking about a database
that doesn't necessarily meet the needs of your end user.
So what we're sort of looking at here today for the solution
and thinking about true view and how this will ring true.
We've always been really prioritizing the access
to new information and critical information
and that access is critical for all of you
guys in the fundraising space, whether you're
front line and sort of get that on the road
or you're in the back end really trying
to make sure that as an imperfect shape
that new information is really critical.
We talk a lot of here about turning engagement
into fundraising.
So obviously some of the different cues
that we're pulling into our platform.
Mostly Facebook.
So far.
But how we can turn other social areas into fund raising
initiatives personalized outreach.
So again, back to that Jetblue example
and how I really felt like a star on that flight.
I know others have had birthday outreach when
they've been flying Jetblue or other things like that.
So really thinking about how you can create that for your donors
and reaching people at the right time as well.
So thinking about recency and frequency
and also kind of that timeline of your constituents
maybe their age demographic or interests other things
like that you can take into account.
So a lot of stuff that we see as a solution, which
is a lot going to be baked into the true view
component that we're going to be talking about here.
It's been released for the past week
and we're really excited to walk you
through the specifics of that here.
With that I'm going to kick it over to Meg here
and she's going to walk you through some of the
new elements and what to expect in the tool
caps get your drum rolls ready.
We are here today to introduce to view the ultimate donor
profile to view is going to bring together fragmented data.
And we'll be using social and digital and traditional
consumer identifiers plus providing some audience
and audience insights for you.
And as Maggie said it's live today.
So you can start taking advantage of it
as soon as this webinar is over.
We want you to pay attention for now.
As always, we start with your carefully curated data.
You have work to very hard and long
to collect and maintain that data.
So we start there.
And then we combine your data with your constituents digital
footprints.
And so this is done through custom built integrations
that we have expanded in addition to the ones
that you already know and love to really provide that living
record with fresh information at your fingertips.
We're going to be providing you with career information
with location information age information home values
Facebook social handles and insights
all at your fingertips.
You're going to be able to see that altogether true view is
going to give you a full picture of every constituent
all in one place.
So we start by enriching the data that you provide to us.
And then we reveal how your constituents are
going to engage with you today.
So really, really providing that living and breathing
record that shows you not just who
somebody was when they graduated or who somebody
was the last time they attended reunion but actually
how that person is interested in engaging with your institution
today.
So we've built on top of the enrichment sources
that you've come to know and love.
So the census and Zillow have been
hallmarks of the enrichment data that we have provided.
But we've expanded our integrations
to include additional demographic information.
So gender and age additional career insights.
And then also some capacity information too.
So this is just a small representation
of the many data sources that we can now
use to enrich your data.
And the best part is that those enrichment sources
and the icons that you see on this page will actually
expand from this point on our engineering team
has really built the foundation to allow for more
and more integrations to come.
We'll talk about that a little bit later.
Next, we're bringing in new and exciting engagement sources.
So bringing in some of the ones that we've always
are that we've used before.
So Facebook Eventbrite and hustle but then also some newer
integrations like graduate and switchboard and Twitter.
So this has been something that a lot of our customers
have been asking for a long time.
So we're really excited to be able to deliver
this complete package to you and continue to deliver
visa exciting insights.
We talked a little bit about Chris Campbell earlier
and I love this quote that he gave us.
He was one of the first people to take a look
at true view for us and really tell us
how he envisions true you having an impact at Oklahoma State.
And the reason I love.
This is that he's talking about connecting donor
passions for mutual benefit.
So having an application across the giving pyramid.
So at the major gift level at the annual
giving level and at the alumni relations level
and having benefit not only for Oklahoma State University,
but also to further enrich the experience of that constituent.
So you know Maggie gave a great example about Jetblue
and I think you all probably have
wonderful examples of brands and companies
that you feel a strong attachment to
and really that's the feeling that we're trying to generate
within institutions as well.
And we really feel like true use is
going to be the way to help you do that.
Truthfully I think it's an advancement professionals
dream come true.
This is probably information that you've
been seeking to pull together for a very, very long time.
And we're here to be able to deliver it
to you and with your further guidance as well.
So here's what you can expect from true view.
We'll be delivering these insights
and updating them on a monthly basis for you.
So we have a $100 plus million data
points that are going to be updated on a monthly basis.
The great thing, too, is that you're actually
getting these insights for your entire database
you're not having to make those hard decisions of picking
a small group of constituents to do in a pen service
or to scrub.
We're actually going to be able to provide these
to as many constituents as we possibly can.
And we're actually uniting all of that information
through identity resolution.
So we're not just pulling in this data
and putting it in a separate silo we're actually
connecting it to the data that you already have as well.
So you can see that complete picture
if anybody has been on a webinar or at one of our conference
presentations over the course of the past year
and a half you've heard us kind of beating
the drum on flip the pyramid, the giving funnel
and we really see true view as playing
an integral role in this flip the pyramid type of approach
towards fundraising.
We talk a lot about your total solicit all population
and then using some engagement metrics
to further narrow down who might be
interested in a particular initiative
or a particular program.
And now we have a ton of more sources for you
to be able to use in order to refine that population that you
can then cross-reference with capacity,
and really lead down the right path towards whatever the end
goal is whether it's an annual giving
an annual gift whether it's a major gaffes
or whether it's a principle gift or whether it's just
to identify a group of social ambassadors
and he's going to talk through some of our customer examples
here.
Thanks so two examples for you here.
Obviously true insights was just released last week.
So we're hoping to build out more and more case studies that
also include some of these insights.
But wanted to talk quickly about some of the work
that Baylor has done.
They were able to bring in their athletic pages
into the ever true platform and really think about some
of the season ticket offerings that they
have at Baylor around football and men's and women's
basketball.
And thinking about looking at who
was engaging with those specific pages on Facebook
and tying that directly to their ticket sales.
So using insights from Facebook.
Those people who were engaged with content
lower hanging fruit than necessarily the sort
of cold calling individuals and using real insights
to actually connect their ticket sales to ultimate and members
who were there from Facebook.
So really exciting area to think about
if we can add in without that reverse
or giving funnel that Meg just talked about.
Think about adding true insights and everybody
who's interested in football or interested in basketball
to those in addition to the Facebook
or the interaction keyword search that we already have.
Another example with Oklahoma State.
So Jacob and Chris worked very closely together
and they've done a great job of time insights
specifically with their donors and initiatives on campus.
One big initiative for them is around the aviation program.
So really thinking about everybody
who has ever mentioned the word aviation in their contact
reports also folks who are self reporting that they may
be affiliated with aviation and a career element thinking
about how we can now collect those insights to add
to that element that's there as well as
some of the other career sources that we're
going to be able to pull into the platform
to be able to supplement some of that there.
So really exciting to think about how
to connect those dots.
So that they are tangibly back to your campus efforts
and initiatives that you're specifically fundraising for.
And with that, we're actually going to dive into the platform
and talk through where each had picked out
sort of our favorite thing about TrueView in ever true.
And I'm going to walk through specifically with that Meghan's
and our dummy example here.
So this is all test data that you
expect to see as we're walking through it.
Yeah So one of the features that I really
love about true view is the interests that are captured by
are captured on each constituent record.
This can really be a gold mine and this
is an opportunity for you to find
people who may be interested in a certain topic
or set of topics.
So you'll see that there is a new interests interest filter.
If you're scrolling through just look
for the new flag listed there.
But here you have the ability to search across.
I think it's 5,500 interests.
So you have a wealth of data to be able to source from.
And so we're pulling in the interest of your constituents.
So we'll just use a really simple example here.
But I'm looking for people who are interested in music
because where we're trying to find
folks who are interested in supporting the school of music.
So I you can see that there are a number of different types
of music listed.
So if I wanted to be more specific.
I certainly could be.
But generally, I wanted to find people
who have any sort of interest in music found 10
constituents right from here.
I could layer on people who have a career in music
or who have engaged with any topics
on Facebook regarding music.
But this is a brand new set of data
that I can use I might do one more interest just because it
came up in a conversation that I had with a customer
last week that we started to look through these interest
and start to tease out how these could
fall into different categories.
And so we were looking at a constituent
and it was clear that this person was
interested in entrepreneurship because he black beans Shark
Tank or he liked saying or not Shark Week,
even though it is Shark Week, but he
likes certain he likes certain magazines
like tech StatCrunch or entrepreneurship magazine
or venture beat.
And so I think as you're starting
to explore some of these filters it's all right.
And as I have as well.
It's been really interesting to think about the wider
application for these things.
You know people who are interested in a certain person
like Mark Cuban.
Does that mean that that person maybe just likes the Dallas
Mavericks or does that have another way of indicating
that this person might be interested in supporting
some business or entrepreneurship.
That's right.
Good example.
And also these are going to change with each subset
that you guys have as well.
So when Meghan was doing that search with her customer
they probably had some of those things
as the interests that are going to be there for it.
So I thought I'd actually just walk through a profile
and show you some of the things that I'm really excited
about on a profile level.
Again, this is sort of sample data.
So if anything looks a little misplaced
that's the reason why.
But Dr. drew l Miller as a big favorite of ours
here at ever true.
I mean, what you can see on a profile level
is that we've added an additional tab here.
So it's called the enrichment tab,
and you'll see various information
that we're now able to pull in on the profile here for you.
First and foremost is age.
So I've talked with a lot of folks varying degrees.
Some people have really done a lot of work
to capture age and have 75% of their database
already sort of having those age Sperry bands on them.
A lot of others are maybe looking at this in a new lens
here. So really
great to have that captured at the top,
I don't want to lead into our what's to come.
But the additional contact information, maybe
is something that's coming in the future.
So yes intent.
So this is something that you'll see continually
get filled out as well.
The career information.
So pulling from a variety of different sources
that are going to really allow us
to expand that information that's here for you.
So we can see that he's part of the School of visual arts
and kind of having that displayed directly
on the profile.
What Megan talked about with the interest
being able to see that he has a really high interest
and affinity and television With 10 more
on the additional topics.
So you can always click into that and see
any of those additional ones.
But my favorite thing that I wanted to talk about here
are some of the new uplifts around the social networks.
So you'll see here in this box that we
have three additional social networks coming
through Facebook, LinkedIn and Twitter.
You know, obviously, we have our Facebook integration
and currently that's pulling on insights
on your specific pages.
But this gives us a lens that we can actually click on this
and go to his specific Facebook page or view his bio.
Same thing with LinkedIn.
So we can actually go to his specific profile
here or view his fire, which
is where we're going to see a lot of that career information coming
through.
And lastly, with Twitter really exciting for those of you
that have been requesting Twitter and Instagram
for a long time a big barrier for us
to be able to add these as integration partners
is the fact that they are handled driven.
So trails is pretty similar to his name.
But most people have unique sort of handles
that are part of their Twitter, Instagram.
So the fact that we're capturing these here.
And we're actually beginning to show you how many followers
cherelle has, as well as how many things he's
following.
In addition to that bio.
So really kind of grabbing at some of these other interest
elements that we think will be big, big players
as we expand upon some of this data that we're sitting on,
which is a good segue to going back into our slide
deck here to see what's coming up next to OK.
So what's next.
You want to take the first one. Yeah,
so we're going to increase the amount of data
on constituents so as Maggie alluded to
during this initial pass through you just went live last Monday.
So we wanted to do a slower rollout make sure
that everything looked good that there were no kinks in there.
And so we will be releasing more and more data
on your existing constituents in the coming weeks.
So think updated contact information.
Email phone numbers and addresses as well as increase
matches across your database.
So expect just more data.
By not having to do anything.
The second one on here some more data sources.
So we are constantly exploring more and more data sources
and options as well as what we are now capturing in the data
and how to display that in the platform, even more.
One of the major sources that you'll
see that's missing and the initial outlook
that a lot of people have asked about
is Instagram and that is something
that our team is working on adding in there
you are well and followers into the platform as well.
Another area that we're really sort of focused on and looking
heavily into is that wealth data.
So being able to tie a lot of the wealth screening
and information that you guys are
doing through a bunch of different partners
directly into our platform.
The last thing that I'll sort of mention here with this
is expanded corporate view.
So thinking about how we're capturing company data
in the platform, we put on our ever true exchange recently
to get some feedback around corporate and foundation
work that people are doing if you are one of those folks
or you have somebody good on your team definitely
pass them along to Joshua foster who posted it
in the exchange there.
We are learning more and more about that.
But some ideas are the more sources
that we're eventually going to be bringing into the platform.
And then the exports.
So all of this great data that Maggie showed you
on the enrichment tab, we are working
on building an exporter tool to get that out
of ever true and back into your database.
So that will be available as an add on a premium
add on for those customers who are interested in using it.
So you will definitely be hearing more
about that in the coming months.
But raise your hand and let us know
if you're interested in purchasing that premium add on
and last but not least, we are obviously,
in the first week of this new true view.
So with everything that we do here at ever three
we're always looking for feedback.
What you found to be really sort of exciting to see in the tool.
What you found could be different display or UI
what other data that you want.
So we are looking for feedback.
Please be in touch with your customer success manager
and let them know your thoughts about it.
We're really excited about it on this
and all the positive feedback initially
has been really positive and exciting.
So keep it coming.
We are all ears as always.
And tomorrow is maybe the best day of the year a little bias.
So first and foremost, it is Maggie whose birthday
it is very important that I invite everybody
who has Maggie as a customer success manager
be sure to send your e card flowers.
Yes telegrams like all of that at our office.
But something that's maybe a little bit more applicable
to all of you is the fact that we are having a one day sale
tomorrow for raise.
We have incredible discounts on tickets
both at the individual level and at the team level.
So you can get $300 off an individual ticket
and then for teams you can get five
tickets for the price of three.
Yep, exactly.
So we're combining my birthday and a race sale.
It's just a dream come true.
But no in all seriousness we're so excited about race.
Our marketing team has been doing a ton of work
to gain great speakers and really
sort of fill the two days.
Is it is the end of September.
September 18 and 19th, something like that.
Or Monday, Thursday and Friday at the end of September.
And so you know make sure that you join us for that day.
It will here in Boston.
But we're super excited for it.
That schedule was released last week as well.
So take a look at that.
You can see raised by ever true is where everything
lives to take a check.
Check out of that if you haven't already purchased your tickets.
So with that, I know Mike is typing away and answering
some questions that have come through.
But we do have a few that aren't answered yet.
So from one individual, how are matches
made between our records and these new data sources.
So we are using a number of different data points
that you are providing to us to ensure
that what we're seeing from some of our data
providers is actually accurate.
So we're using things like email address
or using things like phone number first and last name.
We're also going to be experimenting with addresses
as well to continue to be able to expand on the data
that we bring in while also ensuring high levels
of accuracy over time.
There may be additional data data points
that you all could provide to us to allow
us to increase those matches.
So even thinking about socially you
URLs but we're working with some of those basics just to start.
We just had a flood of questions.
So that's great.
So a good one here about what happens
if the true view auto matches to the incorrect social media
profiles.
How do we disconnect it.
We can no longer match to did did is there another way
to do this.
So two pieces of this here.
So the first part of it.
Our team is working on creating a way for you
as internal users of ever true to be
able to hide information that's incorrect
or remove it from the profile.
We are also working on ways that if you guys
have all of those stored profiles in your own database.
So Twitter handles or LinkedIn information
to be able to bring that into the tool in an airport fashion.
So really exciting about that with the manual matching
on LinkedIn.
That is something that will not be moving forward.
But you do have it on the profile level with a box
that I showed you.
You can click directly to the person's record
where obviously pulling in those LinkedIn insights
through various sources as of now, which is really exciting.
And gives us much more sort of ability
to be able to not just be tied to that one
sort of provider for that.
Now next question will premium exports
include career information from LinkedIn as you know,
our relationship with LinkedIn is changing a little bit.
And we've always been prevented from exporting information
directly from LinkedIn.
The great thing is is that these new data providers
that we've partnered with are allowing
us to export that data.
So while LinkedIn is no longer going
to be the sole source of information
we will be able to allow you to export some career
information from some of our other data providers.
Are you able to extract to add from sources
that have private accounts like Instagram and Twitter.
Great question.
I think we probably would have to ask our product
team on the private account piece of it.
But our goal is really to be able to use some of those
with Twitter and Instagram.
We have never had that information
in our platform before Jay able to show you
who the influencers are.
And then also how we have a lot of our Facebook engagement
connecting back to our customers pages to think about ways
that we can ultimately try to provide those insights
in there, which then would lead you
know obviously engagement on public channels
and information.
But not sure Meghan is writing that down about that there
because this is also new to us.
It's one month, one week in.
So we might have to get back to you
on that one period to which specific resource does
the icon that looks at an open book refer to a resume
as a may.
So some of the icons that we displayed were.
I don't know if I'll call it theoretical icons.
So they might not actually represent a company.
Know we had a location pin up, which
represented location data.
But you know just in terms of sources as well.
Every troop has a full list of all of our data processors
on our website.
So with that with a recording of this webinar,
we can definitely send that out.
That's been included in some of our communications thus far.
But you can subscribe to them vacations
to learn new folks that we're partnering with as well.
Yeah And those last two questions we had.
What sources will be used for additional contact information, as well
as career data.
Those are part of our lists of processors
that are going to be on there.
But we're really excited about having more options and more
places that we're able to pull that data from ultimately.
Yeah So with that high five questions we did a webinar
and we were even getting you guys out a little early.
So 34 minutes to get through all this information.
Super excited about what you see in the platform.
Be in touch again.
Feedback questions.
All of that that sort of information of your customer
success managers are always happy to talk to you
and be sure to get your tickets tomorrow.
One day sale.
It's kind of like Prime Day or a day.
It's basically the same thing.
So same same same as you.
Don't miss out on the sales.
So we'll see you in September at Ray's.
Thanks, everybody.
By