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

Recipe: Personalise your donation ask for previous donors

Recipe: Identify and target loyal customers

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

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

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

As a nonprofit organization, you need to pull data from Spektrix to tell a compelling story for your board and funders. Join as a Spektrix expert shares a few Standard Reports to help you unlock your data. The majority of the hour will be to discuss and hear from peers on how they prepare and the data they use to drive impact.

Roundtable: Reporting for Boards and Funders

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