Activation Toolkit: Increase Efficacy of Your Emails and Digital Ads

Learning Path: Fundraising

Learning Path: Sales & Box Office

Learning Path: System Admin & Set Up

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> ﻿﻿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: 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> 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: Set Up a Subsite

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, and for those using Spektrix Subsites, you’ll have this up and running to donors online by the end of the hour!For those who are not using Spektrix Subsites, that’s okay! We'll give you the practical tools and guidance you need to integrate variable giving into your existing website. You'll leave ready to collaborate confidently with your team and web developers to choose and implement the best options for your goals.<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">If you’re using Subsites, please have access to the backend of your subsite.</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">Admin</li><li data-list="bullet" class="ql-indent-2">Sales and/or Opportunities</li><li data-list="bullet" class="ql-indent-2">Spektrix Link</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 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

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