imis process automation & email marketing
TRANSCRIPT
iMIS Process Automation and Email Marketing
Getting StartedTraining: advsol.com/training– Intro to iMIS Email– Intro to Process Automation
–Advanced Process Automation
Online Help: help.imis.com
Edward WendlingGlobal Director of Marketing
Jeff SpringSenior Product Manager
Process Automation Features Alert users to actions that need
to be taken Automate report running and
distribution Automatically distribute
documents such as letters, receipts, invoices, confirmations, etc.
Automatically update data as part of a process
Keep constituents engaged and returning to your site
Available in Standard and Plus
What is Process Automation?Alerts & Personalized
Content• Visual signal encouraging them to take action– Renew membership– Register for an event– Upcoming events
• HTML message can be displayed to staff or public users
Tasks
• Automated, defined, repeatable task
• Perform actions– Communications– Reports– Stored Procedure
• Scheduled or change‐based
Process Automation Samples
• iMIS 2017 includes over 50 Process Automation task and alert samples
• Scheduled tasks & Alert displays• Use them as‐is or use them as samples to build your own
• We’ll take a closer look
Process Automation Samples
Standard
Process Automation Versions
A limited license to use Out-of-the-Box automated alerts is provided as part of the base iMIS license. Allows use of:• Predefined automated alerts• Included Scheduled email tasks such as...
– New member welcome– Event confirmation email
• Activate/deactivate tasks and alerts• No modifications to the tasks or alerts
– You can modify underlying queries and communication templatesBeware of upgrade implications
Plus
Process Automation Versions
Complete control of Process Automation• Define and create unlimited number of tasks• Define and create unlimited number of alerts
– Create customized content according to your own rules
• Tasks based on database activity or schedule for... – SQL stored procedures– emails– reports
Alerts/Personalized content
• Personalized visual content gives users information and encourages action
• Content displayed to a user based on engagements– Expiring membership– Balance due– Event registration reminder– Upcoming events– and more!
• Can be displayed to staff or public users in any RiSE site
• Well defined, repeatable process, whose steps can be automated.
• Process Automation supports 5 different types of actions– Send Communication– Run a report– Run a stored procedure– Calculate engagement scores– Process recurring donations
• Common use ‐ email some form of communication to members.
• Examples include:– Confirmations or additional order information– Reminders– Renewal notices– Reminders of outstanding balance– Donation thank you
Tasks
Process Automation ‐ Tasks
Process Automation – Alert Sets
Group alerts to display relevant alerts together
Alert Sets
• Dashboards• Event• Commerce
• Account pages• Home
Process Automation ‐ Logs
Community/MembershipName Description Type
Follow up activity alert Displays an alert when the selected contact has an activity follow up date in the next week which is assigned to the current user.
Alert display
Staff volunteer history and upcoming summary
Displays a summary of the number of volunteers who recorded attendance for the last 7 days and volunteers who are planning on attending in the next 7 days.
Alert display
Staff volunteer background checks pending approval
Creates an alert with a count of volunteer background checks needing approval.
Alert display
Staff volunteer attendance pending approval Creates an alert with a count of volunteer attendances needing approval. Alert display
Staff new volunteers alert Creates an alert listing new volunteers available within 7 days either direction. Alert display
Calculate engagement scores Run periodically to calculate engagement scores. Calculation will not include data from the current day.
Scheduled task
Missing mobile phone alert Creates an alert if the selected contact has no mobile phone number defined. Alert display
Staff dropped or reinstated members alert Creates an alert for members who have been dropped or reinstated recently. Alert display
Staff recent renewals list alert Creates an alert listing the members who have renewed in the past 7 days. Alert display
Staff recent renewals summary alert
Creates an alert with a count of members who have renewed in the past 7 days.
Alert display
Staff new joins alert Creates an alert for members who have joined today. Alert display
Staff lapsing members list alert Creates an alert listing members whose memberships expire within 7 days. Alert display
Community/MembershipName Description Type
Staff lapsing members summary alert
Creates an alert with a count of members whose memberships expire within 7 days.
Alert display
Staff new contacts alert Creates an alert listing new contacts created in the last 7 days. Alert display
Staff new users alert Creates an alert listing new users (contacts with usernames) created in the last 7 days.
Alert display
Company join alert Creates an alert if the selected organization is not a member, prompting them to join.
Alert display
Duplicate contact alert Alerts staff that a duplicate contact record may exist. Alert display
New member welcome email Sends out a welcome email on a weekly basis to members who have joined in the past week.
Alert display
Membership expires soon alert Creates an alert if the selected contact's membership will expire within 60 days.
Alert display
Expired membership alert Creates an alert if the selected contact's membership is expired. Alert display
Join now alert Creates an alert if the selected contact is not a member, prompting them to join.
Alert display
Missing primary email alert Creates an alert if the selected contact has no primary email. Alert display
VIP alert Intended for staff use; Creates a VIP alert if the selected contact is a committee President or Chair.
Alert display
EventsName Description Type
Event cancellation notification Sends a notification to registrants when an event is cancelled. Scheduled task
Waitlist for function title Used to display page title for a function waitlist. Alert display
Event waitlist count Displays the number of registrants waitlisted for each function of the selected event.
Alert display
Event confirmation report alertDisplays a button to print the confirmation for an event registration.
Alert display
Event invoice report alertDisplays a button to print the invoice for an event registration.
Alert display
Staff specific event print ticketsalert
Displays a button to allow staff to print tickets from the specific event dashboard.
Alert display
Event confirmation email Sends a confirmation email to event registrants when they submit their registration.
Scheduled task
EventsName Description Type
Staff recent event registrations alert Creates an alert listing the 10 most recent event registrations.
Alert display
Staff low event registrations alert Creates an alert when an event starts soon and has low registration. Alert display
Staff regular pricing cutoff alert Creates an alert when the regular registration pricing for an event will end within 7 days.
Alert display
Staff early pricing cutoff alert Creates an alert for the selected event when the early registration pricing will end within 7 days.
Alert display
Staff online registration closes soon alert
Creates an alert when the online registration for an event closes within 7 days. Alert display
Staff online registration opens soon alert
Creates an alert when the online registration for an event opens within 7 days. Alert display
Staff upcoming event alertCreates an alert for each event that begins within the next 15 days.
Alert display
Event reminder alert Creates an alert if the selected contact is registered for an event occurring within 21 days.
Alert display
FundraisingName Description Type
Process recurring donations Ability to generate the next recurring donation invoices and send them to DataVault for payment. Retrieve the payments and apply to the iMIS invoice.
Scheduled task
Staff any major donor gifts alert
Creates an alert displaying recent gifts from any major donor. Alert display
Staff recent large gifts alert Creates an alert listing recent gifts of 500.00 or more. Alert display
Staff recent gifts alert Creates an alert listing recent gifts under 500.00. Alert display
Donation thank you email Sends out a thank you email to donors who have made a donation. Alert display
Major donor alertIntended for staff use; creates an alert if the selected contact is assigned to a Moves Manager.
Alert display
CommerceName Description Type
Staff low inventory alert Creates an alert listing products which have low inventory. Alert display
Staff recent inventory alert Creates an alert listing orders placed today. Alert display
Staff popular products this month alert
Creates an alert listing the products with the highest quantity purchased this month.
Alert display
Alert – Missing Email
Alert – Missing Email
Alert – Missing Email
Alert – Missing Email
Alert – Missing Email
Alert – Missing Email
• Promote products based on previous purchases• Guide a new member through their journey
–Thanks for joining, now fill out your profile–Your profile is looking good, what are you interested in?
–You’re interested in accounting? Can we interest you in a webinar?
–You’ve viewed 5 webinars, maybe you should enroll in our certification program or attend our annual conference
– Next week we have some volunteer opportunities (based on interests)
• Combine with engagement scoring to display achievement badges
Alerts – what else?
Sigma Chi achievement badges
• Provide constituents the ability to earn badges by engaging.• Link to explanation of badge or instructions on how the badge can be earned if
they have yet to earn it.• Send a communication to the member upon earning the badge. • Facilitate an easy way for the member to share their progress or success.
Sigma Chi achievement badges
• Reward your members by showcasing their reputation.• Link the alert to:
• A list of those who have achieved it• An explanation of what this means• A sign‐up form for those interested in it.
What is a task?
• Well defined, repeatable process, whose steps can be automated.• Common Process Automation actions
– Send Communication (can be used with Email Marketing Plus)– Run a report– Run a stored procedure– Calculate engagement scores– Process recurring donations
• Typically, a task involves emailing some form of communication to members.
• Examples include:– Confirmations or additional order information– Reminders– Renewal notices– Reminders of outstanding balance– Donation thank you
Tasks
Name DescriptionEvent cancellation notification Sends a notification to registrants when an event is cancelled.
Process recurring donations Ability to generate the next recurring donation invoices and send them to DataVaultfor payment. Retrieve the payments and apply to the iMIS invoice. AutoPay is required for this task.
PCI data retention cleanup This task deletes the credit card data after the retention period.
Calculate engagement scores Run periodically to calculate engagement scores. Calculation will not include data from the current day.
Content and navigation workflow Sends expiration notices and removes content and navigation that has expired.
Event confirmation email Sends a confirmation email to event registrants when they submit their registration.
Donation thank you email Sends out a thank you email to donors who have made a donation.
New member welcome email Sends out a welcome email on a weekly basis to members who have joined in the past week.
Starter tasks
• Send a communication• Calculate engagement scores• Process recurring donations(with AutoPay)
• Run an SSRS report– Send by email
• Run a stored procedure• Run content workflow
– Send content expiration notifications and remove expired content and navigation
• Update TimeZone offset
Task Actions
• Triggers initiate the task– Note: A task trigger is NOT a SQL trigger
• On a schedule– One time– Daily– Weekly– Monthly
• On database change– Row inserted– Row deleted– Row updated
• Column– Value changed from:– Value changed to:
• A task can have multiple triggers
Task Triggers
Event confirmation email• Sends a communication when an event registration is received
• Update ConfirmationDateTimeso only one confirmation is received
Tasks: a closer look
Task trigger
Tasks – Event Confirmation
Actions – what can a task do?• Send a communication• Run a stored procedure• Run (and email) a report• Calculate engagement scores
Tasks – Event Confirmation
Actions – what does this task do?• Send the confirmation• Update the ConfirmationDateTime (to prevent duplicates)
Tasks – Event Confirmation
Event confirmation email
Tasks – Event Confirmation
• Communicate directly from iMIS– HTML Templates– Send from the account page or from query results– Message types allow users to opt‐in/out– Schedule messages with Process Automation
• Merge iMIS data– Event confirmations– Donation thank you– Encourage your members/donors to take the next step– SSRS Reports
• Email Marketing Plus– Improved deliverability– Email statistics (delivery, open, click)
iMIS Communications
Communications: a closer look
Event confirmation email
Tasks – Event Confirmation
Communications sample templates
Interaction Log
Email Marketing Plus Features• Professional email marketing, directly from iMIS• Improve delivery rates• Uses familiar iMIS communications tools• Real‐time dashboards• Overall and for specific communications• Deliveries
– Opens– Clicks– Bounces
• Spam compliance• Access to ASI Email Marketing Advisor
Email Marketing Adviser
• Works with new customers to set up accounts
• Assist with best practices• Help customers establish and maintain a favorable reputation
• Provide ongoing support• Work with Product Management for future enhancements
Email Marketing Dashboard
• Overall– Sent– Delivered– Opened– Click
Email Marketing Dashboard
• By type/month– Open– Delivered– Click
• By Communication
Email Marketing Dashboard
• Individual Messages– Sent– Delivered– Open– Click
• Activity by month
Email Marketing Dashboard
• Links clicked• Delivery failures
– Bounces– Spam reports– Deferred– Dropped
Email Marketing Interactions
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Process Automation – Plus
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