Online Connections
We are pleased to present the Winter 2011 issue of Online Connections, our quarterly enewsletter bringing you the information you need to achieve success. If you have a topic you’d like to see covered, would like to be featured as a success story, or just have general comments or suggestions, please feel free to This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

Maximizing Donor Potential in the 21st Century

State of the Art PhoningColleges and universities around the world have long been faced with a changing landscape when it comes to running successful fundraising campaigns. For one thing, potential donors lend their support to a variety of organizations, which makes it more challenging year over year to secure gifts from alumni, parents and friends. Moreover, the recent economic crisis has left many prospects in the position of simply not having the extra cash to make charitable contributions. Yet, in the midst of it all, the University of Vermont and their “Chatty Cats” student caller program – working in partnership with Harris Connect – have managed to add new donors and increase funds raised over the course of the last five years.

 

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Product News
2010 - The Year in Review

In 2010, we worked tirelessly to deliver two (2) brand new product initiatives, MyGadgets & Admin Manager, along with twenty-five (25) product enhancements to improve efficiency and increase user engagement.

Here are some of the highlights of 2010:

  • Administration Center: The Administration Center was overhauled with a slick new design and security enhancements. The easy-to-use navigation menu, activity snapshots, alerts and announcements make managing your community a breeze.
  • Admin Manager: Managing a variety of personnel and administrative roles within your organization is easier than ever.  This new application empowers super administrators to work more efficiently and productively by providing one central location for managing administrator accounts.
  • Email Marketing - Personalized Form Link Tags: We’ve streamlined the form submission process by allowing you to deliver highly customized, pre-populated forms that are easier and faster for your constituents to complete.
  • Forms - Granular Permissions:  With granular permissions, you may set permissions for specific tasks that individual administrators may perform within form applications - Event Registration, Donation Forms, Membership Forms, and Survey Forms.
  • Forms - Complimentary and Discount Event Registrations: Whether it’s on a case-by-case basis or part of a broader marketing program, now you can offer event registrants a discounted or complimentary registration by allowing administrators to enter a percent or flat dollar discount amount on event registration forms.
  • Event Registration - Flexible Attendance List: Now you can customize the information about each attendee that is visible on the attendance list to community users or to administrators, making the Attendance List an even more useful tool for marketing and managing your events.

Thank YouWe genuinely appreciate your invaluable feedback throughout the year – it has given us the opportunity to improve not only the quality of our products and services, but also the way in which we communicate and implement those new enhancements. We could not have accomplished so much without you, our client partners.


For more information on all the product enhancements we released in 2010, click here



Recent Releases

Forms – Merchant ID Access - January 10, 2011
For those client partners who designate different Merchant IDs (used for payment processing within forms) for individual departments within their organization, this release will allow greater control over the appropriate assignment of these Merchant IDs to forms.  A new tool within the Admin Manager application will allow administrators with “super admin” status to specify which Merchant IDs other administrators (such as chapter administrators, volunteers or staff) will have available to them for assignment to forms created in any of the Form Applications. (i.e. Event Registration, Donation, Membership, and Survey Forms).

Opt-out Link - Enhanced Validation - January 10, 2011
This Email Marketing update to the Create & Manage Content > Check Links button will validate unsubscribe links using more rigorous validation rules. If any link fails the validation check, an appropriate error message will display. This update will NOT prevent an email with an invalid unsubscribe link from being sent out - it will simply allow clients to proactively identify emails with invalid unsubscribe links so that they may be corrected.  We will perform a one-time scan to identify all existing emails that contain invalid unsubscribe links to prevent administrators from having to manually search for invalid links themselves.

 
Client Services News

Tip of the Week

What Portal Case Types should I use when submitting a case?

Please refer to the following guide when submitting cases.

Data Request: The Data Request portal category is intended for cases related to the extraction or manipulation of a data file, or an individual data field or field label changes.
 
Error/Bug: When an application (front end or admin center) is not working as designed and prevents you from completing your task.

Error Page: When you try to access a page or application, and you receive a specific error message. Such as “page not found”

HTML Change: Any change that requires code to be added, changed or removed. Changing the width of columns, site navigation changes, image changes, link and text changes could fall into this category.

Maintenance: Any type of updates to existing pages or applications like text changes, deleting directory records or admin records, providing access to admin center features for the main admin, adding to dropdown menus and classnote change requests.

Questions: Any type of "How do I" question.

Site Down: Access to the front end sites or admin center is not available.

Site Slow: The time to load pages or process requests in the admin center are taking longer than normal.

Please Note: If something is not correctly resolved on a case that has already been closed, you can request that the case be reopened by entering a comment on that specific case. These new comments are reviewed by the Tech Support Manager.

Want to receive more tips? Subscribe to our discussion group.

 
Did You Know?

eLearning iconOur webinars are available on demand. If you’ve missed any of our webinars, or simply want to view them again, visit our Webinar page and check back often for more information on our upcoming webinars.

 
Events Calendar


Save the Date!

April 20 12:00PM ET - Q2 Product Roadmap Webinar

July 20 12:00PM ET - Q3 Product Roadmap Webinar

October 12 12:00PM ET - Q4 Product Roadmap Webinar

August 9-12  - 14th Annual Users and Fundraising Conference InterContinental Chicago


Come See Us! We'll be here:

January 27-28 - CASE I
Boston, MA
Tyler Carey, Gregg Carlson, Julie Nugent, Chris Love
We'll be speaking at sessions with George Maley from Noble and Greenough School and Mike Reopell from Williams College.

February 6-8 - CASE II Baltimore, MD
Joe Cavanaugh, Patrick Russell

February 20-23 - CASE III & IV New Orleans, LA
Jay Finney, Susan Stewart-Kelley, Robb Stanek, Gregg Carlson
We'll be speaking at sessions with Sharon Awtry from Auburn University and Roger Nelsen from University of North Carolina at Chapel Hill.

February 21-22 - CAAE Winter Institute Scottsdale, AZ
Susan Stewart-Kelley, Jay Finney

February 23-25 - CASE VIII Vancouver, BC
Hardeep Avery, Colin Ware

March 2-5 - CASE VII Los Angeles, CA
Hardeep Avery, Susan Stewart-Kelley
We'll be speaking at a session with Richard Morley from Mount San Antonio College.

March 8-9 - Big 12 Development Conf. Kansas City, KS
Jay Finney

 


Training News

Looking to personalize communications with your members? Our Training Center has instructions to help you on your way!

We all recognize the value of seeing our name in print. Did you know that you could include your constituents’ names in email subject lines and salutation lines? Or that you can schedule a personalized birthday email from your office to your constituents on their birthday? We can also show you how to provide your constituents with pre-populated registration or donation forms that make it easy for them to submit. Our Email Marketing tool offers a number of ways to achieve personalization.

Here are some suggestions to get you started:

  • Use Data Tags in the subject line and greetings of emails to display first name, last name and/or class year.
  • Use Uploaded ID lists with additional data to display a constituent’s information that is only stored in your in-house database.
  • Use Conditional Tags when creating email content to add special messages regarding class reunions, local events, etc.
  • Use Personalized Form Link Tags to pre-populate an event registration or donation form with a constituent’s profile information.
  • Use Form Link Default Parameters to send a preset value to a form, such as a donation amount.

How-to guides for each of these functions are available in the How-To section of the Client Online Community Training Center.

Recent Signings

Data Services News:  1/4
Georgia College and State University
has entered into a Data Services contract with Harris Connect.  This contract includes email append as well as lost trace services which will enable the University to locate any "lost" members among their 33,250+ members.

Affinity Product News:  1/3
Alpha Omega Alpha Honor Medical Society
, having over 122,900 members, has selected Harris Connect to produce their next Membership Directory.  The directory will have a full-color glossy front section designed by the Society as well as a biographical section which will include the member's current contact information and up to five awards and/or honor received.  Members will also be allowed to list their Residency Institution and their Fellowship Institution.

Affinity Product News: 12/21
Southern University
, having over 30,000 alumni, has contracted with Harris Connect to produce their next Alumni Directory.

Fundraising News: 12/17
Greenville Hospital System
has continued their engagement with Harris Connect/IDC Division for a longer-term contract.

Data Services News: 12/16
Scott Community College
has renewed their Data Services contract with Harris Connect. This contract includes email append as well as lost trace services which will enable the College to locate any "lost" members among their 74,200+ members.

Affinity Product News: 12/15
Antique Automobile Club of America
, with an alumni population of over 33,500, has selected Harris Connect to produce their Membership Directory. The directory will have a full-color glossy front section designed by the Club, a photo gallery complete with stories submitted by the members, as well as a biographical section which will include the member's current contact information. Members will also be allowed to list up to 10 vehicles owned complete with make, model and year.

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