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Bull’s-Eye: Targeting Your 
Website and Email in 
Blackbaud NetCommunity™ 
SEAN PATRICK HOLLAND
Tweet this now 
#bbcon 
#LearnLab 
#BlackbaudNetCommunity 
#SeanPatrickHolland 
2 #bbcon
Agenda 
• Segment email content using conditional formatting 
• Customize webpage content using targeting and security 
3 #bbcon
Overview 
4 #bbcon
Ways to Target Content 
Pages 
5 #bbcon 
Email 
Content 
Parts
Setting up Roles 
6 #bbcon
Types of Roles 
Visitors 
7 #bbcon 
Alumni 
Members 
Donors
Roles Determine Targeting 
• Roles determine the content users see. 
• Roles can be created using a query or by manually adding 
8 #bbcon 
users. 
• The Everyone role is included with Blackbaud NetCommunity 
and includes all visitors to your site whether logged in or not. 
• Targeted content can encourage people to visit your 
website.
Demonstration 
9 #bbcon
Targeting Pages and Parts 
10 #bbcon
Target Pages 
11 #bbcon 
• Entire pages can be 
created for specific 
roles, for example, 
board members. 
• You can target the 
entire page so that 
only board members 
can access it.
Demonstration 
12 #bbcon
Target Parts on a Page 
13 #bbcon 
Targeting & 
Security Tab 
• Use this tab if a user does or 
does not see a part. 
• For example, if multiple 
parts are on one page, a 
user could see them all 
depending on their Role 
membership. 
Targeted 
Content Part 
• Use this part if a user should 
see one thing or another. 
• You can have as many parts 
as you need. 
• The order of the parts on a 
page determines who sees 
what.
Demonstration 
14 #bbcon
Previewing Targeted Content 
15 #bbcon 
In the View as field, 
select Everyone. 
Click View to 
preview the 
targeted content.
Add Conditional Content to Emails 
16 #bbcon
Conditional Content in Emails 
17 #bbcon 
Recipient List 
Determines who 
receives the 
email message. 
Conditional 
Content 
Displays only 
for certain 
recipients. 
Email
Demonstration 
18 #bbcon
Summary 
• Segment email content using conditional formatting 
• Use roles, recipient lists, and conditional content to determine who 
receives emails 
• Customize webpage content using targeting and security 
• Use the targeting options and security settings to determine which pages 
and parts are available for each role 
19 #bbcon
Steps to Create a Role 
1 On the toolbar, click Users & Security. 
2 Click Roles. 
3 Click New Roles. 
4. Enter a Role name. 
5. Select an existing role and copy security rights from this role. 
6. Select a query to base the role on or select the Members tab to 
manually add users. 
7. Click Save. 
20 #bbcon
Steps to Target a Page 
1 On the toolbar, click Site Explorer. 
2 Click Pages & Templates. 
3 Create a page or open an existing page. 
4 Click Page properties. 
5 Select Targeting and security. 
6 Click Add users and roles to assign permissions. 
7 Select the View and Edit checkboxes as necessary. 
8 Click Save. 
21 #bbcon
Steps to Target a Part 
1 On the toolbar, click Site Explorer. 
2 Click Parts. 
3 Create a part or open an existing part. 
4 Select Targeting and security. 
5 Click Add users and roles to assign permissions. 
6 Select the View and Edit checkboxes as necessary. 
7 Click Save. 
22 #bbcon
Steps to Create a Targeted Content Part 
1 On the toolbar, click Site Explorer. 
2 Click Parts. 
3 Click New part. 
4 Define part properties. 
5 Click Next. 
6 Click Add New Part to create a part or click Add Existing Part to add 
parts you have already created. 
Note: Correct targeting for roles and users takes place on the 
individual parts which are then added to the Targeting Content Part. 
7 After all parts are added, drag and drop the parts into the preferred order. 
8 Click Save. 
23 #bbcon
Steps to Add Conditional Content to 
Emails 
1 Create an email message. 
2 Select the Insert tab. 
3 Click Conditional Content. 
4 Enter a conditional block name, and then click Insert. 
5 Click Add Condition. 
6 Select a query or enter a list of recipients. 
7 Enter the conditional content to display. 
8 Repeat steps 5-7 to add additional conditional content. 
9 Click Save. 
24 #bbcon
Are you pumped up and ready to go? 
Don’t forget to complete 
a session survey! 
Each completed survey enters you into a drawing to win a 
complimentary registration to bbcon 2015 in Austin, Texas*. 
*Blackbaud reserves the right to change or withdraw this promotion at any time, without advance notice. Promotion has no cash value and may not be 
exchanged, applied to, or combined with any other offer. 
25 #bbcon
Training and Certification 
Make Your Daily Tasks Easier 
Execute Faster 
Increase Your Effectiveness 
Visit the Expo’s Training Booth 
26 #bbcon

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Bulls Eye: Targeting Your Website and Email in Blackbaud NetCommunity

  • 1. Bull’s-Eye: Targeting Your Website and Email in Blackbaud NetCommunity™ SEAN PATRICK HOLLAND
  • 2. Tweet this now #bbcon #LearnLab #BlackbaudNetCommunity #SeanPatrickHolland 2 #bbcon
  • 3. Agenda • Segment email content using conditional formatting • Customize webpage content using targeting and security 3 #bbcon
  • 5. Ways to Target Content Pages 5 #bbcon Email Content Parts
  • 6. Setting up Roles 6 #bbcon
  • 7. Types of Roles Visitors 7 #bbcon Alumni Members Donors
  • 8. Roles Determine Targeting • Roles determine the content users see. • Roles can be created using a query or by manually adding 8 #bbcon users. • The Everyone role is included with Blackbaud NetCommunity and includes all visitors to your site whether logged in or not. • Targeted content can encourage people to visit your website.
  • 10. Targeting Pages and Parts 10 #bbcon
  • 11. Target Pages 11 #bbcon • Entire pages can be created for specific roles, for example, board members. • You can target the entire page so that only board members can access it.
  • 13. Target Parts on a Page 13 #bbcon Targeting & Security Tab • Use this tab if a user does or does not see a part. • For example, if multiple parts are on one page, a user could see them all depending on their Role membership. Targeted Content Part • Use this part if a user should see one thing or another. • You can have as many parts as you need. • The order of the parts on a page determines who sees what.
  • 15. Previewing Targeted Content 15 #bbcon In the View as field, select Everyone. Click View to preview the targeted content.
  • 16. Add Conditional Content to Emails 16 #bbcon
  • 17. Conditional Content in Emails 17 #bbcon Recipient List Determines who receives the email message. Conditional Content Displays only for certain recipients. Email
  • 19. Summary • Segment email content using conditional formatting • Use roles, recipient lists, and conditional content to determine who receives emails • Customize webpage content using targeting and security • Use the targeting options and security settings to determine which pages and parts are available for each role 19 #bbcon
  • 20. Steps to Create a Role 1 On the toolbar, click Users & Security. 2 Click Roles. 3 Click New Roles. 4. Enter a Role name. 5. Select an existing role and copy security rights from this role. 6. Select a query to base the role on or select the Members tab to manually add users. 7. Click Save. 20 #bbcon
  • 21. Steps to Target a Page 1 On the toolbar, click Site Explorer. 2 Click Pages & Templates. 3 Create a page or open an existing page. 4 Click Page properties. 5 Select Targeting and security. 6 Click Add users and roles to assign permissions. 7 Select the View and Edit checkboxes as necessary. 8 Click Save. 21 #bbcon
  • 22. Steps to Target a Part 1 On the toolbar, click Site Explorer. 2 Click Parts. 3 Create a part or open an existing part. 4 Select Targeting and security. 5 Click Add users and roles to assign permissions. 6 Select the View and Edit checkboxes as necessary. 7 Click Save. 22 #bbcon
  • 23. Steps to Create a Targeted Content Part 1 On the toolbar, click Site Explorer. 2 Click Parts. 3 Click New part. 4 Define part properties. 5 Click Next. 6 Click Add New Part to create a part or click Add Existing Part to add parts you have already created. Note: Correct targeting for roles and users takes place on the individual parts which are then added to the Targeting Content Part. 7 After all parts are added, drag and drop the parts into the preferred order. 8 Click Save. 23 #bbcon
  • 24. Steps to Add Conditional Content to Emails 1 Create an email message. 2 Select the Insert tab. 3 Click Conditional Content. 4 Enter a conditional block name, and then click Insert. 5 Click Add Condition. 6 Select a query or enter a list of recipients. 7 Enter the conditional content to display. 8 Repeat steps 5-7 to add additional conditional content. 9 Click Save. 24 #bbcon
  • 25. Are you pumped up and ready to go? Don’t forget to complete a session survey! Each completed survey enters you into a drawing to win a complimentary registration to bbcon 2015 in Austin, Texas*. *Blackbaud reserves the right to change or withdraw this promotion at any time, without advance notice. Promotion has no cash value and may not be exchanged, applied to, or combined with any other offer. 25 #bbcon
  • 26. Training and Certification Make Your Daily Tasks Easier Execute Faster Increase Your Effectiveness Visit the Expo’s Training Booth 26 #bbcon

Hinweis der Redaktion

  1. Mention exactly what attendees can win — BECAUSE THE GIVEAWAYS ARE SO AWESOME!!! Fabulous Gifts and Prizes! Free training A library of different industry books Scholarship, GoPro Cameras “Speak to Blackbaud experts with hands-on experience, browse training, build a training plan, register for certification, check email at our iPad kiosks, get refreshed at the candy bar, or record a video message in the photo booth!”