Activation Toolkit: Increase Efficacy of Your Emails and Digital Ads

Learning Path: Fundraising

Learning Path: Sales & Box Office

Learning Path: System Admin & Set Up

This activation workshop is designed to help leverage existing Spektrix data to drive measurable membership growth. The focus is on spotting the regulars who act like members but haven't joined yet and then build lookalike audiences to find more people like them. <h3>What we will achieve together: </h3>Participants will analyse their visitor data within Spektrix to surface "lookalike" records, those whose behavioural profile mirrors that of existing members. We will build an autotag and customer group to flag these individuals to their teams on an ongoing basis. <h3>Pre-requisites for attending: </h3><ol><li data-list="bullet">Have the General Administrator user role</li><li data-list="bullet">Have the Insights &amp; Mailings Administrator user role</li><li data-list="bullet">Have access to the Sales Interface </li></ol><h3>Resources:</h3><a href="https://community.spektrix.com/home/resources/identify-potential-members" rel="noopener noreferrer" target="_blank">Recipe: Identify Potential Members</a><a href="https://community.spektrix.com/home/resources/highlight-potential-members-with-customer-groups" rel="noopener noreferrer" target="_blank">Recipe: Highlight Potential Members with Customer Groups</a><a href="https://support.spektrix.com/hc/en-us/articles/201667993-Normal-Tags-and-Auto-Tags#h_01JD5AX4VGKMCMQZV9AYFH58ZP" rel="noopener noreferrer" target="_blank">How to create an Auto Tag</a><a href="https://support.spektrix.com/hc/en-us/articles/230352308-Customer-Groups" rel="noopener noreferrer" target="_blank">Customer Groups</a><a href="https://support.spektrix.com/hc/en-us/articles/201667253-Crossover-Analysis-How-to-Run-a-Customer-List-through-a-Report" rel="noopener noreferrer" target="_blank">Crossover Analysis - How to Run a Customer List through a Report</a> Please note: Activation Workshops are not recorded. These are interactive, hands-on sessions for small groups, and participants may share examples from their live systems. Keeping workshops unrecorded helps create an open learning environment and encourages active participation. 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: Identifying Potential Members

In this workshop, you’ll use our new Pre-Event Email Template to build an intelligent email that automatically adapts to every event in your season. You’ll learn how to combine essential pre-visit information with upsell opportunities, all within one flexible template. By the end of the session, you’ll have a fully functional pre-event automation that delivers timely, relevant emails to attendees, while reducing the number of campaigns you need to create and manage.To attend this workshop, you will need to:<ol><li data-list="bullet">Have your branded header and footer saved in Dotdigital ready</li><li data-list="bullet">Add the following Event Attributes:</li><li data-list="bullet" class="ql-indent-2">dotdigitalEventField1</li><li data-list="bullet" class="ql-indent-2">dotdigitalEventField2</li><li data-list="bullet" class="ql-indent-2">dotdigitalEventField3</li><li data-list="bullet">Add the Instance Attribute:</li><li data-list="bullet" class="ql-indent-2">dotdigitalInstanceField1</li></ol> Please note: Activation Workshops are not recorded. These are interactive, hands-on sessions for small groups, and participants may share examples from their live systems. Keeping workshops unrecorded helps create an open learning environment and encourages active participation. 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: Sending Smart Relevant Pre-Event Emails

Consistent donation revenue is crucial to long-term financial stability. Remove barriers for loyal supporters by offering the ability to contribute on an ongoing basis at a level that suits them.In this workshop, we’ll set up a monthly recurring membership in your system using Variable Recurring Giving. In addition to the setup, you’ll learn how to sell the membership internally. We’ll also talk about how Variable Recurring Giving interacts with your website, and prepare you with the tools to talk to your wider team about how to get it up and running online for your donors.<h4>Pre-requisites for attending:</h4><ol><li data-list="bullet">Continuous authority turned on with your Payment Service Provider</li><li data-list="bullet">Auto-renewable memberships turned on </li><li data-list="bullet">Stored wallets turned on </li><li data-list="bullet">Interface Access</li><li data-list="bullet" class="ql-indent-2">Settings</li><li data-list="bullet" class="ql-indent-2">Sales and/or Opportunities</li></ol>Considerations - If you are not currently using <a href="https://support.spektrix.com/hc/en-us/articles/18132635054877-Introduction-to-Spektrix-Payments" rel="noopener noreferrer" target="_blank">Spektrix Payments</a>, and you’re interested in switching over, we may recommend holding on this workshop until you are implemented. Please note: Activation Workshops are not recorded. These are interactive, hands-on sessions for small groups, and participants may share examples from their live systems. Keeping workshops unrecorded helps create an open learning environment and encourages active participation. 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: Enabling Recurring Donations

This is an external industry conference sponsored by Spektrix.The UK’s premier event created for the industry, by the industry is an opportunity for Society of London Theatre (SOLT) and UK Theatre members and industry colleagues to come together face-to-face to shape the future of theatre. Networking opportunities throughout the day complement panels and presentations, allowing members to continue the session conversations and collaborate to find solutions.

SOLT & UK Theatre's Ticketing Conference sponsored by Spektrix

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> Please note: Activation Workshops are not recorded. These are interactive, hands-on sessions for small groups, and participants may share examples from their live systems. Keeping workshops unrecorded helps create an open learning environment and encourages active participation. 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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