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

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

This is an external industry conference sponsored by Spektrix.The League of American Orchestras’ 81st National Conference brings the field together in Baltimore for three days of learning, connection, and inspiration.This year’s theme, FLOW, invites attendees to explore how orchestras can move forward with intention and adaptability. Across the conference, sessions will focus on building financially resilient organizations, strengthening audience development, deepening community engagement, and creating more equitable and healthy workplaces. There will also be discussions on emerging topics like the responsible use of AI and managing evolving cyber risks.Alongside the learning, the conference features performances and musical moments, including a reflection on America at 250 led by the Baltimore Symphony Orchestra, plus opportunities to connect with peers who are navigating similar challenges and opportunities across the sector.Hosted by the Baltimore Symphony Orchestra at the Baltimore Marriott Waterfront, this annual gathering is a chance to exchange ideas, gain fresh perspective, and return to your organization with renewed energy.

League of American Orchestras 2026 National Conference

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

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

Identify and re-engage your lapsed bookers. Automate your marketing, improve retention and generate fresh revenue. This practical workshop will be delivered over two sessions, helping you first define what ‘lapsed booker’ means to you through audience analysis and insights, and second to build and activate an automated marketing workflow which will recapture that lost audience. The workshops will be run over two dates a week apart and it’s important that you’re able to attend both sessions. Important Note: This is a two-part workshop. By registering for this session, you are committing to a two-step process. <ol><li data-list="bullet">Part 2: June 12th at 3:00PM BST</li></ol>The link for the second session on June 12th will not be available on the public calendar. Instead, it will be emailed directly to all attendees of this first session following the conclusion of the workshop.To attend this workshop, you will need to have:<ol><li data-list="bullet">Access to the Insights &amp; Mailings Interface, Admin Interface and your DotDigital Account.</li><li data-list="bullet">A synced tag group and address book between Spektrix and DotDigital.</li><li data-list="bullet">Three campaign templates:</li><li data-list="bullet" class="ql-indent-2">One aimed at customers who have attended in the past but not recently, and have not purchased tickets for an event in the future. You may want to include an offer.</li><li data-list="bullet" class="ql-indent-2">One aimed at customers who did not open the first email and have not purchased tickets for an event in the future.</li><li data-list="bullet" class="ql-indent-2">One aimed at customers who did open the first email but have still not yet purchased tickets for an event in the future.</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: Re-Engaging Lapsed Bookers (Part 1)

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