 The TechSoup is delighted to welcome you to our speaking session for the next 45 minutes. We'll be seeing fast-paced demos of tools your nonprofit can start using today, the self-everyday challenges. I'm David Felsen. I design and develop technology services at TechSoup and I'll be the host for today's speaking session. So our first demo is from Simon Lau. Simon is the Senior VP of Product at Otter.ai. Otter.ai has created an award-winning AI-towered voice note-taking and collaboration app. Today he'll walk us through this amazing tool. It's my pleasure today to demonstrate a nifty tool called Otter, a website's Otter.ai. It is an AI-powered meeting assistant that helps you record, transcribe, and summarize meeting notes so that everybody can stay on the same page and for your nonprofit organization and for any companies you can also save costs in reducing costs of having unproductive meetings. So Otter is an app. What I'm showing you is a web version of the application. So as you go on with your day you can connect your Otter to your work calendar and on the right-hand side you can see a bunch of meetings that I have synced from my calendar. If there's any meetings that have a joinable link it will allow you to join. So for example here I have a Zoom meeting so you can with one click join a meeting. You can schedule Otter ahead of time by turning on and off the toggle to have Otter automatically join your meetings. So this is especially useful for your Zoom meetings, Google Meet, and Microsoft Teams. So that way Otter can automatically join your meeting and report it and unsubscribe. But here Otter doesn't support Air Meet yet so what I'm going to demonstrate right here is just press the report button so that's another way that you can report a meeting. And because I've connected to my calendar and did a speech geeked future of work calendar event is already on there so I'm going to just with one click it will automatically title my notes and voila you can see that it is live transcribing what I'm speaking. It will live transcribe everybody's voices and let's say if you are listening and you want to highlight it on board there's an action item that you want to capture you can just easily highlight a sentence and that will capture on the takeaways panel on the right hand side. And then if you want to assign the action item to someone so with one click then you can just go ahead and assign it. So in this case I'm just going to assign it to myself if you want to just type in some notes you can also view that see share out the slide deck for example so that's something that you can do and let's say if you even want to grab a screenshot so I'm going to switch over to the Air Meet and just grab a screenshot and paste it in here and there you go you can even easily paste a screenshot of the presentation directly within the notes so this is really really powerful because you can rely on the power of AI to record and transcribe every word verbatim so you don't have to scramble to take manual notes but then if you hear something of importance and know the book quote of an action item a key takeaway you can just easily either select the sentence to highlight or jot down some notes or assign an action item to someone. So now let me switch back to the home screen I'll just keep having it run in the back now so in a home screen as I mentioned you can see a bunch of meetings that are on the right hand side of the head and decide which meetings that you want other to join and take notes for you. In the middle panel you can also see a bunch of actions that are assigned to me so for example here my colleague Zach had listened and shared this conversation or this meeting with me and then and also tagged me as well as my colleague Dennis so that I can go ahead and click into it and be able to drill down and listen to the very specific part and that makes really really easy to to share nuggets of information let's say the sales team or a marketing team has talked to a customer and they want to forward just a little snippet I can directly drill down. Also if you go back to the home screen and let's say you want to do a global search you have recorded all your meetings and lectures and interviews and customer calls in this case I've actually done a presentation to TechSoup back in February as well so I can just search for TechSoup and we would find oh okay on February 22nd I gave a talk to TechSoup AI for good and there you go they will drill down specifically to that word TechSoup right there and you can play back and browse the presentation you've given before. So this is very very powerful Otter also exists as a mobile application for iOS and Android and if you want any information the start a free trial you can go to otter.ai slash business and just click on the start time they free trust last but not least I also want to show a the automatic generated summary so for example let's say I go to a conversation from before after the meeting is over if I go click on this one for example as you can see not only does it have all the notes that you manually have taken and all your colleagues have taken intact but also it has an outline summary this is something that is completely automatically generated by the AI so that would basically summarize your entire meeting into a list of questions or key topics that makes it very easy to navigate so at a class and see what the meeting is about. That is amazing so up next Jennifer Banguara she is the director of career innovation at Nexford University and a consultant for the future of learning funds Jennifer will demo how you can use the aggravator feedly to transform your news feed for the better. My name is Jennifer Banguara and I think I might be feedly's biggest fan so feedly is a news aggregator and I think you can just put it in the chat you can check it out while we're going to feedly.com and if you like me tend to have about 45 tabs open at a time from different blogs that you follow different news sites feedly has been so helpful for me to curate lots of different insights in one place and why I get so excited about it for nonprofits and for job seekers I think there's applications for everyone there are three reasons so first are relationships and the title of this session was from speed reader to thought leader and the reason why I think it's important to use sites like feedly and to continue to inform ourselves about different things that are happening in our areas of interest or expertise or where we want to grow are to build relationships to build and strengthen our relevance and then also to get recommendations or ideas and feedly helps you do all three of those things I will go ahead and share my screen and you can see I have my feedly open in a moment you will see and I'm just going to wait until I can tell you this yeah great there it is so you fill your site the way you want it to look so I'm happy to receive this can be an interactive session if people are willing to be interactive if you have a blog that you follow that is in your area of expertise and I can add that as we go or I have ideas myself so on the left hand side you can see these different folders yeah you can add design education you know whatever it is that interests you think about the three to five keywords or areas that your nonprofit focuses on or that you want to build your own thought leadership and David uses it as well so here I had a TechSoup demo and I went ahead and added some different areas but you can see that they have featured areas and tech cyber security marketing business and here on the follow website I'm going to go to that and I already clicked into it and I can go ahead and say I know a blog that I really love to follow I'll go ahead and I'll hit enter and I can follow it here and I will add it to my TechSoup demo folder and then what's great is that it advocates all of these different blogs that have a similar theme together in one space and so then instead of having those 45 different tabs open I can click into my TechSoup demo and I have here I have you know an entrepreneurship magazine I have DevX news I have something I know machine learning and it's all it's curating it as though it's one news source like you go on to MPR or a New York time you can see everything at a glance you can also you know those that's if you know specifically and some people I think struggle to identify new sources to get new insights and so one I always recommend reaching out to your network and ask you know what are different sources that you could add I also think this is based on nonprofits you can google top nonprofit blogs to follow TechSoup should be happy to know you guys I'm good SEO or you know to go I'll show up here and then it was fun to see Beth Cantor's when I googled this as well you know you can come on to a website like this if you're looking for content to add to your Feebly and then I think so I had the three R's for why I think you know building your thought leaders is important so relationships relevance and getting recommendations and then with Feebly I'll have one more you have to force your article which we've done here then you sift through them so what I like to do is right click on the ones that are interesting and relevant and then I stand through them and then find out so you're sifting source sift and then finally share so take a look at the article you know I open up three or four maybe five at a time set your timer 15 minutes and long I like to share them out on LinkedIn or Twitter always tagging the author and then if there are any other people within to continue to build your network build your community of people and so that's my speaking session I don't want to go over time here I hope it's helpful and that you all will start your own Feebly boards thank you for having me our next demo comes from Eva Taylor Eva is the director of social impact at Hootsuite and as nonprofit organizations we all need to demonstrate the impact of our work so Eva is going to show us how we can use Hootsuite to improve the ROI of social and make data-driven decisions so as mentioned we're here to have a quick five minute demonstration on how to prove the return on investment of social and how to make more data-driven decisions with Hootsuite and I think this is a particularly valuable conversation for nonprofits because as we know a lot of nonprofits are using social media figuring out ways to do it better they're not abundant with time resources and you need to do things efficiently and effectively so hopefully a couple of tips here that will help just before we get started my name's Eva and I was formally the director of social media marketing globally at Hootsuite before moving into a dedicated role to social impact I you can find me on Twitter and LinkedIn and please reach out if you have a specific question I did want to run just quickly an overview of Hootsuite for anyone who might not be familiar we are a social media management platform so you bring everything together in one platform across all of your networks it makes life a lot easier to plan schedule and engage with all of your stakeholders and we do have a Hoot giving program where we offer a discount on our product and our education and the education in particular you can take a lot of courses find resources on how to do things on social media most effectively for your particular nonprofit so let's get this demo starting I am going to actually share a different tab here and that way we can go live into Hootsuite so this is in my personal dashboard I were just in the analytics tab here and the first tool that I wanted to show you is best time to publish and this is a neat little part of the platform that I'm not sure if anyone is using already but what I love about this is once you're in the particular network that you're in looking at you can actually find out what's the best time to publish based on all of your past data it only requires 30 days of publishing to understand how do I extend reach if I want to capture the attention of the most people at the right time on social media what day in time should I publish and so there is this kind of heat map here where you can see the number of fans online in those last 30 days and it's also going to give you best days and times to publish the top three and what's nice about this is that you can go from extending your reach to building awareness let's say you're running a fun awareness campaign about something that's happening in the world and you want more eyes on that content if you want to increase engagement and build that community through your nonprofit you can also specify for that and driving traffic I think is a particularly important part because we know that at the end of the day you're looking to acquire new donors or volunteers or sign-ups or drive traffic to a fundraising page and we've seen in multiple reports that over half of the traffic to fundraising campaigns can come from social media so having this understanding and based on the goal that you're looking for I think is really valuable one other quick tip here I really like kind of one-click schedule for this particular time of the day and so when you hit that it takes you straight into the composer already chosen the network for you it's already picked the time for you for scheduling and then you can even just pull content right from your media library you can integrate with cams and design directly in heat speed and then you can hit schedule the other quick piece I'd like to show you it is under the new I'm going to just pick a snapshot here that shows a mixed overview so side by side comparison when I hit create report let's say I've got a team of volunteers or I have a team at my nonprofit and I want us to all have the same information at the same time what I really enjoy here is not only can you share the report with those colleagues or volunteers of yours but scheduling is one of those little things that has saved my social marketing team a lot of time where we can pick the format the frequency we can even make it encrypted for security reasons and we can choose who we're going to send it to and then at the same time each week we can all receive the same data at the same time and go into a meeting and understand if what are the decisions we can make do we have the data for it and let's see how we can refine how much time we're spending on activities to be most effective with our time and make sure that we're addressing the needs of our stakeholders so those are kind of the quick tips I wanted to share there's obviously so much more I would love to show about this platform but at the at the end of the day I hope the main takeaway is to please check out our streaming program and reach out if you have questions and be our here to help as many nonprofits as we can succeed with social thank you next is Dr. Craig Zelzer and Craig is a personal mentor of mine and also founder of PCDN he's a professor and angel investor all around amazing human so he'll be showing us how you can use every platform we're using today for this conference to build community engagement impact thank you so much David and I know a lot from you as well as I consider you a mentor and what I will do is give an overview of a couple of key air meat function and I will say in full transparency I'm an angel investor in air meat and about a hundred other social impact startups you know I have a little bit of a bias and before I get into air meat the one thing I'll say is I use zoom I use lots of platforms I think we're all hit peak zoom and so one of the things I encourage people to look at as you think about how to best engage a community don't just stay with the normal tools it's you know we've hit platform overload I personally zoom is great for one-on-one meetings but when I'm doing group convenings or conveniently meetups I find air meat to be amazing so I'm just going to show a few screens and walk you through why I think it's amazing and of course there's other tools out there so I don't want to say this is the only tool so I'm hitting share screen and I'm going to jump between screens so I'm just waiting to see if it's working I got it this is the landing page air meat is actually based in India one of the things that I like about air meat is they have 24 seven live support so if you're using the platform and you're setting it up or you're in the middle event and you've got a glitch or question you can go in directly to the air meat support table and chat with a live human being which is an incredible thing I don't know any other platform in the world for convening that provides that support once you create an air meat account it's nice you can see here all your events that you both have organized or are attending show up here was just a nice elegant landing and then one of the best things about air meat is they have all different types you can do like zoom type conference zoom type convenings you can do major conferences and this is just an example of a small event we did at PCDN and you can see this is a very basic schedule but you can create schedules you can see all the people who register you can set up customized branding and then air meat provides amazing analytics and so once you finish an event you automatically get emailed all the data or you can look it up here so you can look at who participated how long they stayed their emails and all that stuff so it's super useful if you look at the summary page it's got it takes a little bit of time but has nice visualizations and again I've used hop in and lots of other platforms that you know to me don't provide this kind of data this is an example just of a landing page and I like how air meat both has if you're in the lounge before you go into the event I just spoke in an event last night on zoom and as the speaker I had a wait to get in so air meat if you're a speaker you can go backstage for you can bring all your participant to the lounge and you can customize this as much as you want you can create tables where people can interact and chat with each other or you can do one-on-one speed networking five to five five-minute one-on-one networking the profile functions on air meat are fantastic so you can see you know and I encourage everyone in this event put in your social media channels that you feel comfortable sharing because you know you can go around as you're in an event and start connecting with people and you can even set up meetings directly within air meat with other people you want to connect with this is a global event we did with air meat so if you have partners or exhibitors I'm not going to go into all the details you can set up amazing booths you know so you have employers or tech things and then air meat automatically records all of your videos you can turn that off so it's also nice for archiving if you want to give people access to your event or share it on youtube or other channels and then pricing it does get depending on what you use they have a free version so if you're just doing a few people pricing they actually just increase their pricing so it can get expensive if you're a very small number but you know I have found it and I'm also on the advisory board of tech change I love tech chains for large-scale events that's another one I would highly encourage people to look at but compared to every other platform I've used air meat tech chains are the best and there is one other one just to make a promotion called wonder.me which is a German startup which I think is the best for just kind of meetups so I have 30 seconds left so I'll stop there and I'll put my LinkedIn profile I was so happy to chat about air meat and again that's just the ability to engage and allow people to move around on their own and not zoom where every kind of like schedule that feels very rigid. So next we have a very hot topic question is AI ready to be used by our organization or is it still experimental? Joshua Peske of Roundtable Technology our community partner will review the current state of AI and demonstrate how it might be used to reduce your busy work and my name is Joshua Peske I am with Roundtable Technology and we do our best to help nonprofit organizations use technology to further their missions and my colleague Justin will be dropping links in the chat over the session so keep a lookout for those and I prepared a video for this so I'll ask Andrew to go ahead and play the video. Hello my name is Joshua Peske with Roundtable Technology today I'm going to show something referred to as generative AI specifically I'm going to use a language model referred to as GPT-3 to write a blog post for a nonprofit I'm going to use the tool jasper.ai to do this so let's dive in I would like to write an article about the event we're doing today the future of work with TechSoup so to start I've highlighted this text about the event I'm going to copy that and then I'm going to go over to my generative writing tool jasper.ai and I'm going to choose the blog post workflow now here I'm going to paste in that text that I copied out and go ahead and choose continue all right that describes the content that I want to create so it's the prompt that I'm using to start jasper writing now I'm going to go ahead and use jasper to generate some title ideas and I can see that three ideas have been created here navigating the non-profit workplace of the future future of nonprofit workplaces and navigating to shift the future so I'm going to go ahead and navigating the nonprofit workplace of the future I'll use that title I think I like that one now I'm going to go ahead and have jasper generate an introduction paragraph for me so I'm going to click generate again and again in just a few seconds jasper creates a few options for my intro paragraph so I'm going ahead and use this title which I think looks pretty decent and now I'm going to open the editor so we are now in the jasper document editor the first thing I'm going to do is set a tone of voice for writing now you can train these models in some cases to mimic a tone of voice from your own organization we could talk about another time for now I'm just going to go ahead and write witty so we have a witty now I'm going to go ahead and create a new line and I'm going to ask jasper to write an outline for this blog post I'm just going to hit command enter and jasper is going to go ahead and write an outline for me now I go ahead and choose output link long just so we could get a full blog post very quickly here for purposes of this demonstration so I'm going to hit compose and first it's going to be talking about virtual meeting platforms and then it's going to jump into work flexibility everything looks good so far I'm going to go ahead and tell um to compose and it's going to continue along and now it gets to the paragraph on equity so let's go ahead and read what it has to say there equity as the workplace evolves it is important to consider equity and how we work it's about ensuring that everyone has an equal opportunity to succeed this includes things like providing access to resources being the influence of different voices and perspectives and creating opportunities for everyone to contribute it's a bit general but not bad right it's it's pretty decent writing so I'm going to go ahead and just keep clicking continue until jasper has finished all of the bullet points that it brought up go ahead and just to show everybody I will say write a conclusion and jasper is going to go ahead and write a conclusion for me now I've got all the texts that I want I'm just going to go ahead and highlight all of that and jump into my google doc so here I am in google docs now I have cheated a little bit I use the magic of editing uh skip over the pattern you know format it a little bit a title and a topic headers but you can see now that we've got a lovely little start of a blog post I'm including here in the uh in the video that if you want to go take a look at this document and read it over on your own time but you can see that using these ai generative tools you can create content in a matter of minutes and both the combination of your own prompts to decide what content you want to create and how you want to create it and the work you do editing the content that is created after the fact can still make it highly unique to your needs in your organization but allows you to create conch much more quickly I hope you found this out joshua I think you might be on you yeah it's all right I turned my mic off because we had the echo I hope everyone enjoyed uh video kind of talking like a chipmunk I was trying to squeeze as much as I could there I can do through that minute we've been using uh ai generative writing tools uh since early this year and if you're interested to see if you can tell the difference between which of our posts were written by humans and which were written by ai you can go ahead and look through our blog and see if you can tell the difference we're also doing a series on using ai and nonprofits it's a six-part series titled too soon where we covered lots of different ai tools so Justin's going to drop a link to that and then on november 18 we're doing a workshop to uh nonprofits think about ways they could use ai and actually take projects home I wanted to call out one uh resource that I found that I think people might really be interested in which Justin will also drop in that's called you include and it's a I actually learned about that through a previous tech soup event and that is a site that lets you post a job posting a job description and it will let you know how to make that posting more inclusive so that you get a broader and more diverse roster of candidates applying for that job which is a really fantastic use of ai in writing so that's it for my session next we'll be asking how can nonprofits create inclusive and effective online collaboration something we're all thinking about these days Nora Alonjon will share iRex's online collaboration guide that equips facilitators with the set of soft skills used to design learning experiences so today we've had a chance to learn about a lot of great and practical digital tools with these and other tools in mind I'll be shifting to share with you iRex's online collaboration guide for collaborators which is a resource focused on the soft skills used to design learning experiences to create enabling and inclusive environments for effective online collaboration developed by my colleagues Sega Bellachew and Nina Oduro the guide provides practical tips and diagnostic assessment worksheets on how to identify select and employ suitable tools and how to tailor facilitation strategies to conduct effective inclusive meetings workshops learning sessions and trainings so with that let us let me see my next slide great so let's reflect on the different roles that we have in online collaboration and learning i'd love to get to know who's in the room and that way you'll get to know who has similar interests as you and uh similar roles or different role Mike uh iRex colleague cases Melendez Vicente he's senior at technical advisor he's monitoring the chat for those of you who'd like to connect during the presentation as well as after so maybe you're one a trainer shifting from in person to online training or two interested in digital tools more generally for online training and facilitation or maybe three supporting those facilitators and trainers to shift to or improve online delivery so go ahead and pop one of those in the chat we'll get a of who's around and with those in mind whether as facilitators program designers trainers and developers of tools there's a lot of great choice to make and factors to consider in designing learning experiences that make a difference in those different roles development employment of the specific tool has been really important to online collaboration at work but it hasn't been done in a vacuum or in static conditions maybe you work in environments or with partners and participants that have been impacted by conflict or maybe economic conditions have resulted in severely limited access to electricity and internet you might work on program that supports journal or civic activists enclosed in closing spaces all those things are really important to consider when you think deliberately through the different circumstances of online facilitation and it's critical as part of the approach to do no more harm and to facilitate the inclusive learning experiences that that we're really looking for so we have here as we're adjusting to virtual training the guide itself helps articulate the different ways that digital tools can support collaboration and learning online in order to determine through a deliberative process what's going to be a good fit for the audience and for the purpose that you have in mind so the categories that we have here just briefly going through helping people learn helping learners connect helping learners reflect and then helping facilitators monitor so see the practical tips that the guide includes as well will focus on design with the audience and how not to complicate the process or use too many tools how to keep in mind issues of access safety inclusion and respect and then how to design for a variety of participants and the guide will take the user through how in-person curricula can be adjusted for virtual delivery in a step-by-step process through the following day so here you'll see the start of the diagnostic assessment so it helps you to select a digital tool to support collaboration and so the first question addresses is considering your audience so we have here in considering your audience questions about digital literacy digital access digital purpose profile and facilitation it next goes once you've responded to the different prompts here you'll be guided to how to incorporate your answers so let's say audiences digital literacy is moderate or advanced go to select the tools that support those objectives or if it's limited don't go to select really complex tools because that's not going to help so it's really that like deliberate step-by-step approach that acknowledges who the audience is and how to incorporate that okay and so the tool itself will take you through and then to the last step of the identifying the function and the purpose listing the tools and then completing this worksheet itself to select those two um so i want to say a warm thank you to TechSoup and all those involved in developing and implementing these super cool tool uh that the guide highlight so you're probably subscribing to a number of online services that's only going to grow as all the software moves to hard subscriptions Sanjay Gohan and Patrick Feng show Nacho Nacho and how it can help manage your expenses and save money on your software so we're solving three problems Nacho Nacho firstly we help you consolidate and manage all your subscriptions in monthly um so i'm sure you've all experienced this you started a free trial if you got to cancel it and it became a paid subscription you might have unused subscriptions because you migrated to a new product but forgot to cancel the previous one you might have duplicate subscriptions to people separately subscribe to a SaaS product without knowing that the other one already has it sometimes you get overcharged because of extra usage fees sometimes subscribing is easy but cancellation is difficult other times a team member or employee leaves and you forget to cancel their subscriptions that's the first problem by we solve by consolidate helping you consolidate all your existing subscriptions in one place secondly selecting the right SaaS product that is a good fit for your organization is a massive challenge and as Craig was saying it's not just about the big brands like Zoom it's what's the right product for you so our second solution is to help you find the right product using our machine learning algorithms and thirdly we have a marketplace where we have hundreds of SaaS products listed and each product comes with a very substantial discount up to 30 lifetime discounts. Nacho Nacho is a single destination for you to manage SaaS that you're already paying discover new SaaS that's relevant to you and then buying it from the marketplace at substantial discounts my colleague Patrick will give you a quick demo thanks for the introduction Sandvik we're going to share my screen quickly and we are going to take a look at Nacho Nacho platform let's get for a feel for the room if you've ever paid more for a software subscription than you've strictly had to go ahead and type a capital Y in the chat I'm sure there's going to be lots of people who can empathize with that field what we're going to do is take a quick look at the Nacho Nacho platform and as you can see we'll actually be able to see exactly how much money on the company has been spent on a month-to-month basis as well as how much has been spent in total our solution is really centered around creating a separate virtual card for every single subscription and every user within your company you're going to get granular spend control for every single subscription so I'll come to Nacho cards here and create a virtual Nacho card and we're going to sign it to a member of the team we're going to give it to Bob Ross right here and let's say we're trying to use our Nacho card to manage our Google Wars so I'll type in Google Wars right here and we're going to it's going to ask us to set a limit for how much money we're spending with this card per month let's say we're spending in the company maybe about $50 per month we're going to set a limit that's slightly higher than that so $60 per month and boom the card has been created this one is not an actual card number you're not going to be able to spend any money with this information if you were in a real account you would actually be able to take this and you go directly to Google payment portal and input this information and you would be able to use this as your payment source for a card if you had any issues you actually click a single button right here and suspend the card what happens now is if somebody else tries to charge the card it's not going to go through so you'll get a notification your email saying this card has been charged but it didn't go through and if we were to resolve whatever issue you had with the vendor you can actually click a single button and reactivate the card now very very simple to update the restrictions on the card let's say we wanted the amount that we can spend on the card to be $80 let's say we added a couple more people to Google subscription that you could just click here and save another thing that you might be able to do is for example if you wanted to create a card for free trial but you didn't want to remember to cancel the trial in a couple of days what I used to do is create a calendar notification to remind myself to cancel the card in a couple of days what you can do right here is actually set the expiry date so for example the trial is for one month and it ends we can set the card to end in a week and right here after the week the card is going to be expired already and when the user tries to use to when the vendor tries to charge the card it's not going to go through it's very very simple you're not going to need to set any other reminders something else that I can show you here is we can take a look at the members within the company you're going to be able to see exactly who's paying for what and how much they're spending on a month on the basis you'll be able to see the different subscriptions that are associated with them as well as the most recent transactions that they have the other thing that I'll show you is not true not true marketplace so you can you're actually eligible for thousands of dollars of credits for example aws twillio send grid just to name a couple just for nacho nacho user you're also eligible for up to 30% lifetime cash back just for being a new user of these software subscriptions if you're already paying for nacho nacho so for example if you want to try canva then you'll be able to get 20% cash back for the first year of the canva plan whatever plan you're using as long as you're new you the final thing that I'll show you is over here on the subscriptions tab you're actually able to see exactly what kind of subscriptions are being paid for within the company so for example if we wanted to take a look at link well I know that we're come our company is paying for linkedin up and we can see that oh okay the company has three different linkedin subscriptions the first one being for bomb Ross second one for Vanessa their one for Nazareth and one of these subscriptions is suspended so it's not no longer being paid for if you wanted to off-board a member of your company then you can come here to your come into here at members and let's say we wanted to off-board Vanessa she's no longer with us very very simple all you have to do is click a single button and you'll be able to suspend all of their card very very simple very very painless thanks yeah nacho nacho here is really is really here to help nonprofits succeed so if you're looking to stretch your software budget further your so many nonprofits struggled to manage their campaigns effectively because they're stuck with a combination of siloed platforms and tools Joe D Giovanni co-founder of tap network is going to explain how HubSpot can be used to integrate your fundraising and marketing campaigns so that you have a true understanding of your donor relationships so today we're going to talk about HubSpot HubSpot like similar to a sales force but not all that overkill that you might need for your nonprofit and it takes a holistic view of everything you're looking to do to really communicate not just with your donors but volunteer your members your partners your community leaders the folks you try to impact so it's a robust CRM that that does it all today we'll focus on how it can support nonprofits with donations but knowing that all these other folks that you're working with your volunteers can be moved into the funnel so we'll go through the funnel and each stage of how HubSpot can really help you raise donations tap network is the supporter tech suite we provide all the marketing website development and HubSpot implement for the nonprofits what is HubSpot HubSpot they used to go by this final top funnel mid-final bottom funnel in terms of driving driving awareness engagement and conversion they root to this flywheel but what HubSpot does with all your donors it helps you attract your into your funnel to your website engage them through different pieces of content and then ultimately delight them to the point where they can take action so you can start restraining your folks who aren't aware of your nonprofit have them become prospects so they're into your database and customers in this case would be donors and large fundraiser funders and that ultimately promoter or advocates so they're kind of a high-level overview of how HubSpot works and then on the next slide we'll take a look at the two different types of hubs so if we can switch to the next slide that would be great there's a marketing hub and a sales hub perfect so the marketing hub is more all about inbound marketing whereas the sales that's more outbound marketing direct going after sales generation so on the marketing hub side of HubSpot that's where you'll manage your lead generation your marketing automation and your analytics and really driving fundraiser funded inbound way so people are moving through the funnel reading your content you'll be you'll be driving donations in your sleep sales hub is more outbound marketing this is where you develop an officer can really use the tools to generate sir and error through your pipeline on the next slide what we'll start the top of the funnel and kind of work through some depth of how HubSpot can help time you're working with the donor you want to start with awareness how do you track more potential donors and the great thing about HubSpot is no matter where that entry point is into the awareness phase HubSpot has a tool that can create that type of content or that type of engagement and directly lead people into a landing page with a form and ultimately put you into that donation bucket so on the left hand side here you could go on the back end of HubSpot and create your email and you could create email workflows and different types of emails on the right hand side you add your landing page where you can create landing pages associated with those emails so you can do everything right through HubSpot across all these touch the next slide is about engagement so on the back end you could really create different workflows from an inbound standpoint if there's a mom interested in healthy recipes a teacher interested in CPR training let's say you're a nonprofit or heart health you can create all these different workflows and customize the content for each person and on the right side that gets put into a list so you can actually set up these workflows from email or dynamic content anytime someone is on the website your content is being specifically created tailored and optimized for that one person and on the next slide we have nurtured so this is really outbound marketing this is where your development officer can look at the big deals that they're working if there's a large foundation that wants to fund you or there's a huge sponsor that wants to fund the gala or event you could go on the back end and nurture these folks uh all along the path so that's that's a quick and dirty uh overview of HubSpot from awareness engagement down to nurturing and if anyone has any questions in regards to HubSpot there is a discount that you can get through uh through TechSoup and we can go into more details on on that through a different set they say you need to go where your audience is and for many nonprofits that's increasingly what's that turn.io has created a platform just for social impact organization that enables your nonprofit to set up a help desk build a chat bot or deliver behavior challenge communication via whatsapp lisa likes for global partnerships lead at turn.io we'll explain more in this demo so i turn we believe that chat can change lives it's quite a big statement to make that most of you are familiar with whatsapp now it's important to understand the ecosystem there's the consumer app that we're all familiar with sending pictures to friends and family then there's the small business app very often used for small business think about your local pharmacy or barbershop using it to share open and closing times and then these the whatsapp business platform that's where the magic happens because it allows you to engage with not just thousands but hundreds to millions of users all at the same time using the whatsapp business api to access the whatsapp business api you need a business service provider turn is one but there are many out there twillio info names that you're most familiar with but with turn and with the whatsapp business platform we always encourage you to think about the problem you try and solve using whatsapp you can use it to inform your audience about important information you can create it as a support desk to support teams on the ground you can even build a utility to provide vaccination registrations or voting registrations some of the most famous services are built on the turn platform and using the business platform as well like the who covid support system also you can use it for mental health explained and then lastly the you climate action change but has also been built on this platform but without further ado let me rather show you what it actually looks like if i go into the product i assume you all can see my screen here what you see here is the user interface very easy to see that you can see that i'm chatting to myself as the end user i've got my whatsapp open here on the next hand side what you can see here is there's a full profile of who i'm talking to i can manually tap to this user or i can use automation just to communicate with them and give them all the key information they need in a short period of time the two building blocks of a chatbot is content and automation the most important one here is the content where you can very easily add content you can build menus rather easy to use and then automation is both based triggers that you set up in this instance i'm going to show you a quick example of a trigger that has been set up so you can see this trigger you'll see that is set up that once a message is received that matches the exact word register and i'm going to do this right here for you here that it will send me a automatic response so what this helps you is to communicate with all your users in a very easy way without having to manually type that in i can then respond this very easily back as the end user and you will see how the automation is set up this is all done using turn you could also send reminders so if you want a schedule a reminder to engage somebody for their next vaccination or maybe their visa appointment you can set up a very easy reminder based on a specific category i'm just using this example of i want to send a reminder to myself i can choose the message i want to send this user i can even schedule the time at what when i want to send this message this user or this user group and there you have it said particularly helpful if you're using stage-based messaging imagine you're supporting pregnant mothers throughout their journey and you can send them these reminders at a specific time if you don't know where to start get started we have a really great library of playbooks that's free to download built by the bm in the global market in terms of even whatsapp services they are available for you to use free and you can also get all your insights and see how people are using the service how they're engaging with you and where they're engaging with and lastly you can access directly and integrate external services like your crm database any kind of external services using our api service as well that's a very quick overview we do have a summit that is happening in november it is going to be a in-person summit as well as a hybrid summit that we invite you to attend where you can learn more about whatsapp and using that for you thank you so much so thank you to all of our presenters today and thank you for your attention and attendance