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

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/1biZKk0APN_kNV2lbrLvlC5WRLXHy98zCuv1WS07fo0w/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.PACTcon returns in 2026 with a unique gathering in Whitehorse, bringing together theatre leaders from across Canada for connection, learning, and renewal.Set during the seasonal transition when ice and snow give way to movement and change, this year’s theme, Shifting Grounds, explores moments of transformation, uncertainty, and creative possibility. It’s a chance to reflect on how periods of change can spark new ideas, collaborations, and ways of working.Hosted by Pivot Theatre and the Yukon Arts Centre, the conference will connect attendees with the local artistic community and include opportunities to engage with the Awaken Festival, featuring both local and international work.PACT’s annual conference is a space to share experiences, build meaningful relationships, and reconnect with peers across the industry.

PACTcon 2026

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>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

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

This workshop is designed to unlock the full targeting potential of integrating your Spektrix and Dotdigital systems with your Meta Advertising account. By the end of this guided session, you will not only understand how this powerful feature can optimise your marketing strategies but will also have built a high-value "Lookalike" audience specifically tailored for targeting new customers similar to your best Spektrix customers.<h4>Please note: We have some prerequisites for taking part in the workshop:</h4><ol><li data-list="bullet">Sync your Meta Ads Account to Dotdigital - guidance here: <a href="https://support.dotdigital.com/en/articles/8198988-digital-marketing-channel-facebook-audience" rel="noopener noreferrer" target="_blank">https://support.dotdigital.com/en/articles/8198988-digital-marketing-channel-facebook-audience</a></li><li data-list="bullet">Know your Meta Ads Account log in details&nbsp;</li><li data-list="bullet">Know your Dotdigital Account log in details</li><li data-list="bullet">Review your Privacy Policy to ensure it explicitly mentions Meta or Social Media Platforms as a destination for data sharing (this will be covered in more detail during the session)</li></ol> <h2>Note on Registration</h2>To ensure an interactive session with tailored support, registration is capped at 10 organizations.<ol><li data-list="bullet">Bring the Team: Multiple team members from each organization are welcome to join.</li><li data-list="bullet">Sold Out? If tickets appear "sold out" but a colleague from your organization is already registered, please email community@spektrix.com and we can open an additional space for you.</li></ol><h3>Technical Recommendations</h3>For the best experience, please log in on a computer (rather than a mobile device). We recommend using Google Chrome, as other browsers may block features like virtual backgrounds or audio/camera settings.<h3>Cancellations</h3>If you or your team can no longer attend, please cancel your registration to free up a spot for another organization:<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>Need help? If you don’t see the cancel option or need to withdraw your entire team, just email us at community@spektrix.com and we’ll handle it for you!

Activation Workshop: Meta Advertising with Dotdigital

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