1. #PACnet15

2. Moderator  Kelsey Skiles » Paciolan  Abbey Lehman » Paciolan Presenters  Leigh Wojtkiewicz » Cal Athletics  Heidi Clarke » Washington State University  Dan Riester » TCU

3. #PACnet15 » Leigh Wojtkiewicz University of California, Berkeley

4. #PACnet15  Athletic Donor data on tFund  Ticket sales and ticket-related donations on tRes  Donor data from campus on CADS (Advantage)  Other problem: lacking demographic data on our donors, season ticket holders, general customers The problem: 3+ Databases that don’t always (or never) talk to each other 4 Innovative Programs University of California, Berkeley

5. #PACnet15  Donor & ticket data, emails, demographics, lead scoring, ID’s, outbound & inbound communication all in one place Solution: 5 Innovative Programs University of California, Berkeley

6. #PACnet15  Campaigns, ticket renewals, solicitations, pURLs, are all trackable and linked to the donors account  Survey results (Turnkey, Qualtrics) linked directly to accounts – can see specific answers, verbatim responses, renewal intentions, etc. Specific Programs: Current Donors 6 Innovative Programs University of California, Berkeley

7. #PACnet15  Allows campaigns based off of Turnkey lead scoring, demographic data, and ZoomInfo data  Can target new business ticket sales or gift solicitations based off of specific data points Specific Programs: Future Donors 7 Innovative Programs University of California, Berkeley

8. #PACnet15  Football Game Day – Guest Services has CRM to log donors, STH, visits, complaints, praises » Can create follow up items for sales reps/development officers right away » Sales & Service reps have mobile app to use while working around the stadium  Hoopla on Salesforce (think SportsCenter!) – creates gamification amongst staff, celebrates quick & big wins across the department, displays leaderboards, alerts » HooplaTV HooplaTV Specific Programs: Current Donors 8 Innovative Programs University of California, Berkeley

9. #PACnet15  Dashboards & analytics help the front line users & senior leadership determine engagement levels real-time  Ultimately, the data warehouse & automation have removed the work behind compiling everyone's spreadsheets/reports/databases As a result: Better business decisions 9 Innovative Programs University of California, Berkeley

10. #PACnet15 » Heidi Clarke Washington State University

11. #PACnet15  New Software, New Staff, & New Donors  Established process: manual entry from tRes to tFund  Better process: TK.FD.TRANSFER and uploading donations via Donation Import  Best process: donations directly fall into tFund using auto-add Make Technology do the Heavy Lifting Innovative Donor Programs Washington State University

12. #PACnet15 Online Renewals 12 Innovative Donor Programs Washington State University

13. #PACnet15 13 Innovative Donor Programs Washington State University

14. #PACnet15 14 Innovative Donor Programs Washington State University

15. #PACnet15 15 Innovative Donor Programs Washington State University

16. #PACnet15 16 Innovative Donor Programs Washington State University

17. #PACnet15  Results: » Efficiency for Staff & Donors » Consistency for Patrons » Trackable Data on Donors  Needs: » Close Relationship with your Ticket Office (programmer) » Close Relationship with your Paciolan EOS » Ability to imagine and then ask the questions 17 Innovative Donor Programs Washington State University

18. #PACnet15 » Dan Riester Texas Christian University

19. #PACnet15 Innovative Programs Texas Christian University  Women’s Soccer Donor Affinity Program – Corner Kick Club  Season Parking Upgrades and Purchases via Ballena The Game plan: provide a one stop shop experience within eVenue for loyal donors & season ticket holders

20. #PACnet15 20 Innovative Programs Texas Christian University  2014 marked just the 2 nd year for the Corner Kick Club.  Soccer program and initial members wanted to increase views and opportunity to join  Turn this membership form into an online, accessible version for season ticket renewals and purchases

21. #PACnet15 TCU Women’s Soccer – Corner Kick Club 21 Innovative Programs Texas Christian University  Worked within the eVenue environment to re- create membership form  Customer / Donor can easily navigate the site and obtain information about member benefits prior to purchase

22. #PACnet15 TCU Women’s Soccer – Corner Kick Club 22 Innovative Programs Texas Christian University  Created price types and levels within the t.RES back office  Built in donation items attached to each price type  Provided ease in reporting to the program and Frog Club

23. #PACnet15  Also included a light box for anyone looking to make an extra gift to the Women’s Soccer Program  Results: » Increased Club exposure to single game purchasers » Membership increased nearly 100% (26 to 47 members) » Just over $7,000 raised TCU Women’s Soccer – Corner Kick Club 23 Innovative Programs Texas Christian University

24. #PACnet15 24 Innovative Programs Texas Christian University TCU Frog Club Annual Parking Upgrades / Purchases  Certain reserved and general parking lots on campus require a donation. Requirement is dependent on location of lot  Athletics Ticket Office and Frog Club have combined to offer parking renewals to season ticket holders and parkers on the same form » Trying to provide a 1 stop shop to the donor/customer  Online renewals begin in February and packets mailed end of February or early March

25. #PACnet15 25 Innovative Programs Texas Christian University TCU Frog Club Annual Parking Upgrades / Purchases View of Lot 3 Availability  Upgrade period begins in late April or early May  Ballena Technologies helped to provide the platform that allows patrons to upgrade season tickets and/or parking at 1 time  System provides the patron up to the minute status for availability in all lots » Patron has direct input on upgrade or new purchase for parking » Some customers will even drive to lots to inspect spaces

26. #PACnet15 26 Innovative Programs Texas Christian University TCU Frog Club Annual Parking Upgrades / Purchases  Use eQuery to report on parking gifts made via the upgrade / purchase process » Shared with university development for the purpose of gift receipts  The end result is an intricate process that appears to be a few clicks to the patron » Accurately provide gift information to the university as well as track for internal purposes for Annual Fund

27. #PACnet15 » Kelsey Skiles Paciolan Customer Service

28. #PACnet15  Plan ahead » HTML takes time so give your EOS plenty of it to complete the coding and for you to complete testing  Clear verbiage » The donation amounts are from a file which takes time to change – make sure donors know the amount shown is as of a certain date.  Use reports to find accounts who did not donate » It won’t force the donation so there will be some donors with balance dues. Light Box Push to tFund 28 Using HTML for smooth eVenue Donations

29. #PACnet15 Customer Order Total with Campaign Total 29 eQuery Reporting  PAC.TK.CUSTOMER mapping selecting on the ITM.SEASON & ITM.ITEM  Links to PAC.FD.DONOR mapping to include campaign totals

30. #PACnet15  Live Excel with both TK.TRANS and FD.TRANS  Exclude transactions with source TK.FD.TRANSFER Donations in a Date Range 30 eQuery Reporting

31. #PACnet15 31 eQuery Reporting

32. #PACnet15  Ticket Totals & Donation Totals on one page  Excel allows you to make it as fancy as you want Live Excel Cover Sheet 32 eQuery Reporting

33. #PACnet15 33 eQuery Reporting

34. #PACnet15 Please complete either the session evaluation form on your chair or online at http://pacnet.paciolan.com/schedule. Questions