Using eMarketing and Donor Self-Services Advancing Technology for Advanced Nonprofits. Agilon Fundraising Solutions Using eMarketing and Donor Self-Services with your Annual Fund Solicitations David Best Agilon, LLC

Using eMarketing and Donor Self-Services Advancing Technology for Advanced Nonprofits. eMarketing Tools Distribution System, designed to deliver personalized messages to Donors, Alumni and Friends with direct connection to CAMPUSCALL. Create dynamic, HTML content and track Sent, Opened, Bounced and Web links for follow up communications. and web links connect Donors with online services for: Registration for Events On-Line Gifts and Pledges On-Line Gift Receipts

Using eMarketing and Donor Self-Services Advancing Technology for Advanced Nonprofits. Constituent Connection Donor Outreach Portal Donor Outreach Portal customized to match your web presence. Directly integrated with your fundraising database for Alumni Directory Listings Online Giving Events Calendar & Registration Membership Purchase & Renewal Provides Security Controls for: Who can register Who is included in the Alumni Directory What content is available to the public and to each member

Using eMarketing and Donor Self-Services Advancing Technology for Advanced Nonprofits. Constituent Connection is personalized to be your Donor Web Portal Security settings control what is presented for each user. Page organization, navigation, images and content are all customizable.

Using eMarketing and Donor Self-Services Advancing Technology for Advanced Nonprofits. Annual Giving eSolicitation With incentive to register with the online community Personalized Link to Online Giving Link to On-Line Community Registration Donor ID # in Message Personalized Link to Online Giving Link to On-Line Community Registration Donor ID # in Message

Using eMarketing and Donor Self-Services Advancing Technology for Advanced Nonprofits. Faculty/Staff eSolicitation Personalized Web Resource Links Link to Online Giving Link to On-Line Community Registration Donor ID # in Message Personalized Web Resource Links Link to Online Giving Link to On-Line Community Registration Donor ID # in Message

Using eMarketing and Donor Self-Services Advancing Technology for Advanced Nonprofits. Other Annual Fund Examples Personalized Young Alumni Campaign Pledge Amount Link to Online Giving Donor ID # at Bottom of Message Personalized Young Alumni Campaign Pledge Amount Link to Online Giving Donor ID # at Bottom of Message

Using eMarketing and Donor Self-Services Advancing Technology for Advanced Nonprofits. Telefund s Personalized Sent Day After Call Caller Name & Photo Pledge Amount Multiple Designations Link to Online Giving Donor ID & Address Confirmation Personalized Sent Day After Call Caller Name & Photo Pledge Amount Multiple Designations Link to Online Giving Donor ID & Address Confirmation Direct Connect to CampusCall

Using eMarketing and Donor Self-Services Advancing Technology for Advanced Nonprofits. Pledge Reminder Personalized Salutation Pledge Amount Due Pledge ID # Designation Link to Pay Online Personalized Salutation Pledge Amount Due Pledge ID # Designation Link to Pay Online

Using eMarketing and Donor Self-Services Advancing Technology for Advanced Nonprofits. Online Giving is fully integrated with Contribution Batch Processing Process Gifts and Pledges Online Giving is fully integrated with Contribution Batch Processing Process Gifts and Pledges Fund Selection Tree can present 1,000’s of giving opportunities. In Honor of, In Memory of and On Behalf of information is captured with the gift. Online Giving Automation

Using eMarketing and Donor Self-Services Advancing Technology for Advanced Nonprofits. Online Gift Process

Using eMarketing and Donor Self-Services Advancing Technology for Advanced Nonprofits. Online Pledge Process

Using eMarketing and Donor Self-Services Advancing Technology for Advanced Nonprofits. Custom Giving Pages Focus Your Message

Using eMarketing and Donor Self-Services Advancing Technology for Advanced Nonprofits. My Giving shows Donor’s giving history with options to include/exclude specific contribution types Online Receipts provide Donor’s with both individual and full-year receipts. Links to online receipts can be ed directly to Donors Online Gift Receipts

Using eMarketing and Donor Self-Services Advancing Technology for Advanced Nonprofits. Online Receipt showing an individual gift (PDF format). Online Gift Receipts

Using eMarketing and Donor Self-Services Advancing Technology for Advanced Nonprofits. Receipting Official Tax Receipt included in bottom portion of .

Using eMarketing and Donor Self-Services Advancing Technology for Advanced Nonprofits. Receipting Receipt message for Typical Cash Gift.

Using eMarketing and Donor Self-Services Advancing Technology for Advanced Nonprofits. Receipting Receipt message for Matching Gift.

Using eMarketing and Donor Self-Services Advancing Technology for Advanced Nonprofits. Receipting Receipt message for IRA transfer.

Using eMarketing and Donor Self-Services Advancing Technology for Advanced Nonprofits. Receipting Receipt message for athletics gift.

Using eMarketing and Donor Self-Services Advancing Technology for Advanced Nonprofits. Link to Online Giving To support the College of Business: Link includes Fund ID to select a designation

Using eMarketing and Donor Self-Services Advancing Technology for Advanced Nonprofits. Link to Profile Forms If your information is not correct, please: Link includes Scrambled ID and Last Name to auto populate the form

Using eMarketing and Donor Self-Services Advancing Technology for Advanced Nonprofits. Demographic changes are reviewed side-by-side with current information, with changes highlighted. Information can be edited, accepted or rejected. New constituent records automatically check for duplicates. Demographic changes are reviewed side-by-side with current information, with changes highlighted. Information can be edited, accepted or rejected. New constituent records automatically check for duplicates. Automate Demographic Updates

Using eMarketing and Donor Self-Services Advancing Technology for Advanced Nonprofits. Campaigns use Templates to configure: HTML & Text Content Pictures & Images Data Fields Opt-Out Options Campaigns use Templates to configure: HTML & Text Content Pictures & Images Data Fields Opt-Out Options Creating Compelling Messages Content Editors are built-in making it quick and easy to create your message.

Using eMarketing and Donor Self-Services Advancing Technology for Advanced Nonprofits. Dynamic HTML Content for compelling messages. Messages may contain: Pictures “Pretty” Formatting Web Links Signatures Background Colors Data is mail-merged to personalize the message for each recipient. Messages can also include content bases on recipient codes. (e.g. Affiliations) Dynamic HTML Content for compelling messages. Messages may contain: Pictures “Pretty” Formatting Web Links Signatures Background Colors Data is mail-merged to personalize the message for each recipient. Messages can also include content bases on recipient codes. (e.g. Affiliations) Dynamic Message Content Conditional Ask, based on last year’s giving Caller’s Photo based on call result record

Using eMarketing and Donor Self-Services Advancing Technology for Advanced Nonprofits. Create Stories to engage and compel Constituents:  News Feeds  Special Events  Memories & Photo Albums Create Stories to engage and compel Constituents:  News Feeds  Special Events  Memories & Photo Albums Enable social networking with postings and comments by community members. Dynamic Online Stories

Using eMarketing and Donor Self-Services Advancing Technology for Advanced Nonprofits. Promote Events with eMarketing Personalized Presidents Club Invite to Bowl game breakfast Personalized Presidents Club Invite to Bowl game breakfast Link to online resources for: Registration Gifts & Pledges Merchandise Options Link to online resources for: Registration Gifts & Pledges Merchandise Options

Using eMarketing and Donor Self-Services Advancing Technology for Advanced Nonprofits. Manage Events with Online:  Online Calendar  Automate Registration  Include Gifts  Purchase Merchandise Manage Events with Online:  Online Calendar  Automate Registration  Include Gifts  Purchase Merchandise Automate Event Management

Using eMarketing and Donor Self-Services Advancing Technology for Advanced Nonprofits. Event Registration Online Registration for events is open only during a specified time frame Registration can be limited to certain people, or open to the public Use Links to direct people to Event Registration

Using eMarketing and Donor Self-Services Advancing Technology for Advanced Nonprofits. Populates registration form with Constituent’s information Registration may include Spouse and Guests To attend this event, please: Link includes Scrambled ID and Last Name to auto populate the form Link to Event Registration

Using eMarketing and Donor Self-Services Advancing Technology for Advanced Nonprofits. Merchandise with Events Include merchandise items and donations with event registration Contribution batch processing handles separation of donations from event premiums

Using eMarketing and Donor Self-Services Advancing Technology for Advanced Nonprofits. Integrated with Google Analytics Graphical Reports Browser Usage Screen Resolution Visitors by Territory Length of Visit # Pages Visited Top Content And More

Using eMarketing and Donor Self-Services Advancing Technology for Advanced Nonprofits. Constituent Connection Custom web pages, Facebook integration, views for multiple organizations, and… Alumni Directory & Friend Finder Personal Profile Updates and Alerts Create Stories with News Feeds, Postings and Comments Online Giving and Pledges Events Calendar & Registration Memberships Purchase & Renewal Class Notes Postings Career Center & Business Cards Listings Volunteer Opportunity Listings

Using eMarketing and Donor Self-Services Advancing Technology for Advanced Nonprofits.