Overview of the JourneyCARE Platform (Part 2)

Joy Duling, Founder of JourneyCARE, walks through key features of the platform.

TRANSCRIPT:

The third key area where journey care is going to help your organization is consolidating all of your processes. Now, this is where a lot of the magic is with JourneyCARE.  It's one of my favorite things about the platform. We have an amazing. Automation builder. So when I say it'll help you do all of your processes, I really do mean all of your processes, everything from your marketing campaigns to automatically following up with potential members who are interested, your onboarding, your member applications interest surveys of coordinating volunteers, sending out thank yous to your donors.

More. So let me show you what it looks like to be able to customize these automations in journey care.

So here I've pulled up the JourneyCARE automation builder. And this again is a feature that is unlimited in journey care. So you can build as many workflows and automated sequences as you need to run the operations of your organization. Let me show you some examples. My zoom in here, you can see that we have some folders for a new member automations.

You can create a new folder and stick additional workflows in there. But if I just pull up like this new member onboarding workflow, the idea here is that you have a trigger up at the top and a trigger in a workflow can be. Lots of different things. In this particular case, we have that a new member has signed up, but this trigger could be done by running on somebody's birthday.

It could be that something about the contact information has changed. It could be that they've been tagged in a certain way or. Date has hit. It can be that someone has replied to an email or they've sent in a message through the chat widget on the website. It could be that someone has added a note to their contact record.

All sorts of things here tasks added offer granted to a membership user has logged in it to the membership area. But you have all of these potential triggers. That can kick off a workflow at the top. In this case, like I said, we're just kicking this off because a new member has signed up.

So we want this automated onboarding sequence to run. So in this case, when someone has signed up, we're going to remove. The contact tab interested. We're going to add a contact tag active. We're going to assign this person to Marta, our membership chair. We're going to notify Marta that this new member has arrived and we're going to send the new member a welcome.

Now we're going to wait a few days and we're going to see if the new member actually replied to the email. If the new member had replied to the welcome email, we're just going to drop them out of the sequence. If they did not reply to the email, we're going to send a text message and we're going to send another email.

It's super flexible and anywhere where there's a plus sign, I can add in additional things and he could see the list of a potential actions. Very extensive. You can send emails, some texts. You can send a prerecorded voicemail message. You can add tags, remove tags add them to a custom group on Facebook.

You can. Add them to a membership take away membership. All sorts of things can be built into the workflow. So it gives you a super flexible way to create automations that are magical and replace things that you're probably doing. Manually in your in your organization now. So that is an example of a workflow and you can create workflows for all sorts of things.

This is member onboarding. You could have a pre-renewal campaign. You could have an automation that kicks off because somebody filled. Interest survey. Here is an example of a form that someone might fill out. So you can build these custom forms, whatever fields you want, you have standard fields and custom fields.

If you're not using one of your preexisting custom fields, you can just add one, create the field, drag it over onto the form, and you could create unlimited forms. In journey care forms and surveys. So you can use that to replace some of the operations that you might be doing through a Google forms or Jap form or form site.

You can have this all in journey care. And the best part is that then your results are held. Directly in journey care as well. So you could simply go to here and hit your submissions, and then you can download all of those submissions. The information is also going to be stored with the person's contact record when they have filled out the.

So the way that you use automations in journey care is really limited only by your imagination. And I think you can come up with some pretty exciting things that will replace Excel spreadsheets. Replace me on your processes of how you detrack information in a way that is super flat. So let's now jump to the fourth way that journey care can help you just using its core functionality.

So there are lots of different ways to store content in journey care. And when I'm talking about content, I am talking about your website, your. Conference websites lead magnets trainings continuing education programs document archives for your members. If you are creating content in your organization and you need to provide that to people, there's probably a way to do it in journey care.

Let me show you some of the options. The first thing I want to show you is that there is a drag and drop. Website builder. We can build websites and have landing pages, funnels, whatever you would like to call them directly in journey care. You no longer have to pay for WordPress for separate hosting for website plugins security certificates that can all be encompassed here in the journey care.

So if I dive in here a little more closely, this is the website builder. Once you're in here, you can click on any element and make your changes right here in the element. Anything that you have selected over here on the left-hand side, those are the settings for that particular element. If you need to duplicate anything, it can be duplicated.

Single click. So you really have a lot of flexibility in what you do. If you need to add something to the page, just click the plus sign and drag over whatever you would like to add to the page. Again, if you click on something, then everything that's over here in the left-hand side is related to that particular.

That particular element, so you can build out your page, however you would like. So then people always want to see, okay how different can these websites look? So I'll show you a few examples. This is a website that is built in to journey here. Fully branded to them. This is another one.

Again, completely branded to them. They had actually had a graphic designer do this intending to do their website in WordPress, but we were able to replicate what the designer was going to do in WordPress. Pretty closely. This is another example of a conference website. So this was a just to do registration for their first annual conference that they were doing in a virtual format.

Had this with their sponsors and ability to sign up. And then in terms of, having these kind of protected content spaces, where you can put information to provide securely to different people, you have the ability to set up unlimited areas for that as well. So some examples here a members only area or a board portal, you can do like an orientation course for new members.

You could have an area that Feature is your sponsors. You can have something that is just specific to an event. You have total flexibility in how you want to organize your content and who you would like to provide access to. When you get into the content product, you have the ability to have videos.

You can upload documents. You can also put whatever information you want into the body of the post. You can do that. From the member perspective, what they are going to see is more of a library. So they'll see something that looks like this. It could be color coordinated with your public facing website, but they will log in to get access to whatever you've given them access to.

Here you could see from the member perspective they can get access to all these PDFs that you've uploaded. If you had put in a video or something or more extensive body, they could see that.

Here's an example of that conference that I showed you. They actually have their different sessions noted in here. So we have their sessions, they're speakers. You can click into here and you can see the webinar recordings, the speaker bios. We even did a little commenting area. So if people wanted to Comment on the different sessions, they were able to do that.

That is an example of being able to store the webinar or that conference replays and packets. And we were able to give people access to this area automatically when they registered for the conferences. You can also do landing pages where you are providing lead magnets. So if someone were to click to download you could be collecting contact information, email addresses, building your list of people who are potentially interested in what you have to offer.

I show this example just because it is a more extensive landing page. But there are options to make that smaller because you have the full ability to customize what you what you do, because this uses the same website builder that I showed you or. You also have the ability to split test things. So you could have two different versions of a landing page and you could know which version is performing better.

So you can really fine tune your marketing results. And once you've built your page, then you could publish it online. Just like any other website page. So that is a very quick look at the four key aspects of functionality that journey care will help you with consolidating all the information about your contacts, getting all your people into one place, consolidating all of your communications.

So that messages aren't being lost in individual people's email addresses and allowing you. Omni channel communication with all of your people, consolidate all of your processes and streamlining things that you might be doing manually right now. And then holding all of your content in a variety of different ways that journey care makes.