Recipe: Increase Your Revenue with Recurring Donations

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Recipe: Improve Open Rates 

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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

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> 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: Celebrate & Build Loyalty with Automated Birthday Programs

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.

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

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