Week 4 – Smarten up your Tax Appeal with {{{Smart Text}}}

The 4 week Digital Playbook for Charities

WEEK 4: Smarten up your Tax Appeal with {{{Smart Text}}}

This blog comes from our CTO, Alex Jarkey.

In the 30-something years the internet has been around, we’ve come to expect a lot more from the websites we visit. In the 90s it was pretty mind-blowing to be able to see a page of text from the other side of the world, but it wasn’t long before colours, images and videos became practically mandatory.

These days, websites are all about dynamic and interactive experiences. Static content goes stale in just a few hours – services like Twitter and Facebook have made people come to expect dynamic, reactive, personalised experiences as the status-quo.

Now comes the part where I tell you that you don’t have to be a tech billionaire to add dynamic, personalised content to your pages! {{{Smart Text}}} is a simple but powerful tool that will revolutionise your appeal once you’ve learned how to use it.

What can I do with Smart Text?

Smart Text tags are special terms you can insert into the copy of your Giveeasy Appeal Pages, Thank You Pages and Receipts. When the donor views the page, these tags will be replaced with a different value from the real-time context of that page.

Basic-setup-smarttags

Basic smart text

When the donor views the page, these tags will be replaced with a different value from the real-time context of that page.

Simple example

Personal Contexts

Let's start with a simple example. Put yourself in the shoes of the viewer to create the context for your page.

The identity of the viewer is part of the context.

You can therefore include known fields that relate to the viewer using the name of the field:

Dear {{{firstname}}}

Dear {{{firstname}}}

will be replaced with the below when Fred Flintstone visits the page:

Show-Fred-Smart-text

And when Barney Rubble visits the page it’ll look like this:

Show-Barney-smarttags

Smart text gives you the ability to replace text to make your content more flexible and relevant to your reader.

Think of it like dynamic “Find and Replace” – the name of the field will be replaced with the value of the field.

Replace the name with a default value

Sometimes you don't have the firstname for every person in your database, and want to address them as a valued donor.

With the simple use of the “|” character, you can replace the first name.

Here's how:

You can specify a default/fallback value with a “|” (pipe/vertical bar) character. This value will be used when the named field is missing from the context.

 

Dear {{{firstname|Donor}}}

Will appear as:

Dear Donor

If an unknown viewer (or a donor without a ‘firstname’) visits the page.

Dear {{{firstname|Donor}}}

Will appear as:

Dear Sandra,

For your donor Sandra Clause who is a generous supporter of your charity.

This magic vertical bar works for any field that you have data for!

You can create a custom field for things like a personalised greeting, summary of their last donation, and create a completely unique experience for every donor!

How do I unlock even more with Smart Text?

As soon as we added Smart Text to our pages, we had some advanced users asking if they can show more than one progress bar at once.

Did you know that each widget on the page can be named to give you even more control over each element?

You can do some pretty cool things like adding in a few different progress bars to create a bit of healthy competition. Or even display your donations as a percentage rather than a dollar amount.

Advanced Example - Nested Contexts

Using {{{Smart Text}}} to insert a donor’s name into a page is a simple application, but there is much more that you can do!

 

Upgrading your progress bar

By adding a progress bar to your page, you can track donations in real time.

Just imagine you could have a few counting at the same time?

Think of different guests at your events competing with other tables to raise funds, or teams raising funds from different states, where you want to track donations in real time.

Name each progress bar

Widgets on your page are contexts too – for example, a Progress Bar is given a name when you create it and this name can be used to display properties of the widget!

Every element on the page has a name, which you can use to make the experience personal for your donor.
Every element on the page has a name, which you can use to make the experience personal for your donor.

Changing what the progress bar shows

You can even change the properties of the progress bars. For a Progress Bar named “bar”, you can use a “.” to address its properties.

Here's how:

{{{bar.raised}}} will be replaced with the amount raised (e.g. 5,000). {{{bar.percent}}} is the percentage progress (e.g. 50%)

Show state by state donations

Nested contexts let you create some very powerful campaigns. Let’s say you want to compare donations from your NSW branch with donations from your QLD branch.

progress-bar-code

Amount raised for New South Wales vs Queensland

Just insert two Progress Bar Widgets and name one “nsw” and the other “qld” – the Smart Text Tags for each context are simply

{{{nsw.raised}}} vs {{{qld.raised}}}

progress-bar-dollar-amounts

Bringing it all together

The key to creating a personal experience for your donors is to tailor the experience when they arrive on the page.

With {{{Smart Text}}}, you can dynamically adjust the content on the page to suit your viewer. We have seen significant increases in giving with personalised pages, and would recommend for any charity to start adding tailored content to your pages.

With GiveEasy, setting up your donation page is a breeze. Get in touch today to help you get setup for success this tax time.