December Account Manager Update - Hi I'm your new AM!
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Note from Caroline
Hello and welcome to the Account Manager update! My name is Caroline Stuart and I am the Account manager that will be working with you all. I’m really looking forward to working with the Komen affiliates and supporting the great work that you all do.
I will be sending out this Account Manager Update on a monthly basis to the Komen Affiliates that are not on the VICTORY platform. The point of the update is to send you helpful information, new training opportunities and to share best practices. I WANT YOUR FEEDBACK! Please let me know if there are useful or if you would find different information helpful.
Setting up Introduction Calls:
I will be reaching out to you all starting next week to set up introduction calls. I want to introduce myself, to learn more about your affiliate and to discuss your goals in using Convio. So be ready for an e-mail from me to set up a call in the coming month!
Convio Holiday Schedule:
I wanted to make sure you all knew that the Convio offices will be closed on the following dates: 12/23, 12/24 & 12/31. Although the offices will be closed we will have technical support staff working on those days to answer support tickets and make sure everything is running smoothly. Just as a reminder here is how to contact technical support:
Convio Client Care
Web: https://support.convio.com
Telephone: 1-888-528-9501, option 3
I wish you all a happy holiday season and I hope that you all are having a successful end of the year fundraising season.
~ Caroline
P.S. Since we will be in touch on phone and e-mail here is a picture of me.
What does Caroline do and when do I go to her?
- Responsible for ongoing dialogue and a solid understanding of strategic objectives
- I am your primary liaison for Convio's Accounting, Support, Product Managers and Executives
- Serves as an escalation point for support issues
- Point of contact for scoping of additional services
- Client advocate for feature upgrades and product upgrades
Communicating at the Convio Community!
Did you know that there is a page in the Convio Community just for the Komen affiliates?! Well there is and this is a primary way that I would like to communicate with you all, share documents and best practices. You will hear me saying a lot “post it on the community”. If you have a question, chances are another affiliate has the same question. And if you post it in the Community either myself or one of my Convio friends will post an answer for all to see. Starting today I will be posting documents and other useful information on this page.
Bookmark this page: http://community.customer.convio.com/community/nationalaccounts/komen?view=all
And sign up to receive e-mails whenever there is a post on the page.
- On the right hand tool bar titled “Actions” click on “Receive E-mail notifications”.
If you aren’t checking the Community you may miss out on some useful information!
Welcome Series Guide
A welcome series is a set of automated e-mails sent to new folks as they opt-in to your e-mail list. It’s a great way to cultivate your housefile. Well, we’ve just created a “how to” resource to assist clients in setting ‘em up! Check out this link (after logging into the Convio Customer Center) for more information: http://customer.convio.com/welcome_series!
Social Media Guide
Convio just released a Social Media Guide for Non-Profits! It can be downloaded here: http://www.convio.com/socialmedia. It contains tons of best practices around leveraging Twitter, Facebook, and more.
‘You’ Inspired Messages
A reminder before the end of the year: make sure you are communicating value in your messages by keeping your audience in mind.
· Future Fundraising Now embraces the power of Grandma
· Guerilla Marketing for Nonprofits is all about YOU
Mobile Resources:
Mobile Active: Guide to Mobile Fundraising
NTEN: 7 Ways to Use Mobile
Please feel free to send me feedback on this newsletter and let me know if there is anything you’d like to hear more about in future communications!
Caroline Stuart
Account Manager
Convio, Inc.
(202) 609-6411
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