Recipe: Identify First-time Attendees

Recipe: Identify and Reward Your Top Bar Spenders

Want to ensure new members feel valued and part of your organisation? This recipe helps you create an automated welcome email and leaves you with more time to focus on delivering an outstanding experience for your members.

Recipe: Automate Your New Member Welcome

Recipe: Analyse the Success of Your Member Recruitment Drive

Launch an automated birthday program that delights customers and builds long-term loyalty. This practical workshop breaks down what makes a birthday automation work, and then using our Pre Built Birthday Program template setting up an automated email journey.<h2>Workshop Prerequisites</h2><ol><li data-list="ordered">Offer creation: If you plan to include a discount of gift, ensure this is pre-built in Spektrix</li><li data-list="ordered">Email Design: Design your Birthday Email as a Triggered Email Campaign within DotDigital</li><li data-list="ordered">Contact Data Fields: Ensure you have the DATEOFBIRTH data field created in DotDigital</li><li data-list="ordered">Sync your Address Book: Make sure that you have a synched address book between Spektrix and Dotdigital</li><li data-list="ordered">Know your time: Agree when you would like to send your birthday email - the day of, a week before, a month before?</li></ol>Note on Registration: To ensure an interactive session with tailored support, registration is limited to 10 participants on a first-come, first-served basis.If you can no longer attend, please cancel your registration to free up a spot:<ol><li data-list="ordered">Log into the Community and select the specific event you are registered for </li><li data-list="ordered">Select 'View Receipt' on the right-hand side</li><li data-list="ordered">In the pop-up, select 'Cancel' at the base and click 'Submit'</li></ol>If you don’t see this option, just email us at community@spektrix.com and we’ll handle it for you!For the best experience, attendees should log in on a computer (vs. a mobile device), and it is recommended you use Google Chrome as it's the best browser for this experience. Other browsers will work, but elements like virtual backgrounds, and audio and camera settings can be blocked, depending on your browser and settings.

Activation Workshop: Celebrate & Build Loyalty with Automated Birthday Programs

Combat burnout and gain fresh ideas at our next Philanthropy Series webinar. At Recultivate Your Connection, we’re taking a step back to look at new ways to spark joy for your team and your supporters.We’ll cover:<ol><li data-list="bullet">Prospecting strategies to identify new donors</li><li data-list="bullet">How to build meaningful relationships with new, past, and potential donors</li><li data-list="bullet">New ways to give that empower donors to support you on the terms that work for them</li></ol>We’ll share real-life examples from Spektrix users who achieved success by taking a chance on new ways of working. We’ll also look at some brand new resources we have developed to support your work. You’ll leave with new ideas and a fresh perspective to recultivate your connection to your work and to your donors.

Philanthropy Series: Recultivate Your Connection

In this hands-on workshop our Spektrix experts will teach you to spot duplicate records in your system, and offer strategies for how to manage these duplicate accounts to ensure your customer data is as healthy as possible. We’ll take a look at how duplicates can happen, what Spektrix does to stop and spot them, and set up three processes to help clean your data. Clean data has a huge impact on the value of your system - from reporting to Dotdigital open rates and beyond. If you don't have a current process for managing duplicates, this is the workshop for you! <h2>Prerequisites For Attendees</h2><ol><li data-list="bullet">User must have attended Instructor Led Training on Exploring Data 1: Customer Segmentation or feel confident in Spektrix segmentation tools like Customer Lists and Auto-Tags.</li><li data-list="bullet">Have access to Sales, Admin, and Insights and Mailings interfaces in Spektrix, but no prep work needs to be accomplished.</li></ol> Note on Registration: To ensure an interactive session with tailored support, registration is limited to 10 participants on a first-come, first-served basis.If you can no longer attend, please cancel your registration to free up a spot:<ol><li data-list="ordered">Log into the Community and select the specific event you are registered for </li><li data-list="ordered">Select 'View Receipt' on the right-hand side</li><li data-list="ordered">In the pop-up, select 'Cancel' at the base and click 'Submit'</li></ol>If you don’t see this option, just email us at community@spektrix.com and we’ll handle it for you!For the best experience, attendees should log in on a computer (vs. a mobile device), and it is recommended you use Google Chrome as it's the best browser for this experience. Other browsers will work, but elements like virtual backgrounds, and audio and camera settings can be blocked, depending on your browser and settings.

Activation Workshop: Tackling Your Duplicate Customer Records

In this hands-on workshop, you will work alongside Spektrix team members and Spektrix users to build and configure your subsite - a free, mobile-optimized purchase pathway that links with your website. You can use your subsite as your primary purchase path or alongside it. For more inspiration on what is possible, check out the Support Centre article <a href="https://support.spektrix.com/hc/en-us/articles/16599454368797-What-is-a-Spektrix-Subsite" rel="noopener noreferrer" target="_blank">What is a Subsite</a>.This isn't just a demonstration; it’s a dedicated "power hour" to get the work done. You will log into Spektrix Link, apply your organization's branding, set up your navigation menu and configure settings required in the website Admin interface. You will leave the session with a subsite that is activated. All that will remain as a next step will be to link your new subsite with your website.<h4>What we will achieve together:</h4><ol><li data-list="bullet">Brand Alignment: Uploading logos and styling to ensure a consistent customer journey.</li><li data-list="bullet">Technical Configuration: Setting up Subsite Settings in <a href="https://admin.spektrix-link.com/login" rel="noopener noreferrer" target="_blank">Spektrix Link</a> and Domain Specific Config in Website Admin.</li></ol><h2>Prerequisites For Attendees</h2>To ensure you can go live by the end of the session, please ensure you have the following in place:<ol><li data-list="bullet">Subdomains Ready: Your required subdomains must be created as outlined in the Support Centre article <a href="https://support.spektrix.com/hc/en-us/articles/16600140023709-How-to-get-started-with-Subsites" rel="noopener noreferrer" target="_blank">How to Get Started with Subsites</a>. (This is a hard requirement for activation, you may be asked to leave the workshop if you don’t have this in place).</li><li data-list="bullet">User Permissions: Ensure you have access to <a href="https://admin.spektrix-link.com/login" rel="noopener noreferrer" target="_blank">Spektrix Link</a> and the Website Settings interface. If you don’t have access, please flag this during sign up.</li><li data-list="bullet">Brand Assets: Have your logo (PNG/SVG) and primary brand hex codes (e.g., #FFFFFF) ready to use.</li></ol>Note on Registration: To ensure an interactive session with tailored support, registration is limited to 10 participants on a first-come, first-served basis.If you can no longer attend, please cancel your registration to free up a spot:<ol><li data-list="ordered">Log into the Community and select the specific event you are registered for </li><li data-list="ordered">Select 'View Receipt' on the right-hand side</li><li data-list="ordered">In the pop-up, select 'Cancel' at the base and click 'Submit'</li></ol>If you don’t see this option, just email us at community@spektrix.com and we’ll handle it for you!For the best experience, attendees should log in on a computer (vs. a mobile device), and it is recommended you use Google Chrome as it's the best browser for this experience. Other browsers will work, but elements like virtual backgrounds, and audio and camera settings can be blocked, depending on your browser and settings.

Activation Workshop: Set Up a Subsite

Stop making the same donation ask to everyone. In this practical session, we’ll help you dive into your Spektrix data to identify and tag your previous donors. You'll then use those tags to trigger personalised messaging and tailored donation asks directly in the online purchase path. You’ll leave the session with a live, automated fund and the tools to measure exactly how much more your supporters give when the ask feels personal.To attend this workshop, you will need to have:<ol><li data-list="bullet">Have General Administrator permissions to enable you to set up Tags and Funds</li><li data-list="bullet">Have Insights and Mailings user role to run reports</li><li data-list="bullet">Have a think about the specific messaging you want to use for each of the two online funds we'll be setting up; including name and description</li><li data-list="bullet">Download and make a copy of this <a href="https://docs.google.com/spreadsheets/d/1quiw31sARu5BSH1MUiJbRnFVjeIVyENKcXCzh8rRD3Q/copy" rel="noopener noreferrer" target="_blank">benchmark document</a> in advance of the session and have access to this on the day</li></ol>Note on Registration: To ensure an interactive session with tailored support, registration is limited to 10 participants on a first-come, first-served basis.If you can no longer attend, please cancel your registration to free up a spot:<ol><li data-list="ordered">Log into the Community and select the specific event you are registered for </li><li data-list="ordered">Select 'View Receipt' on the right-hand side</li><li data-list="ordered">In the pop-up, select 'Cancel' at the base and click 'Submit'</li></ol>If you don’t see this option, just email us at community@spektrix.com and we’ll handle it for you!For the best experience, attendees should log in on a computer (vs. a mobile device), and it is recommended you use Google Chrome as it's the best browser for this experience. Other browsers will work, but elements like virtual backgrounds, and audio and camera settings can be blocked, depending on your browser and settings.

Activation Workshop: Refining Your Online Donation Ask For Previous Donors

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