Overview of the JourneyCARE Platform (Part 1)

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

TRANSCRIPT:

Hi there. I'm Joy Doling from the Joy of Membership, and today I'd like to share with you some of the core features of Journey Care that will make it an ideal membership software for your association, trade group, or membership based nonprofit. With Journey Care, you can consolidate all of your context, all of your communications, all of your processes, and all of your content.

Let me show you what that looks like. Let's look at all of your contacts first. Using the Journey Care platform, you can bring together information that you might be storing in lots of different places. You may have information about your members in one system. You might have your non-member mailing list in another, you might have committee lists in another.

Perhaps you have a donor management system, um, a, a. Committee chair who's tracking your sponsors for the upcoming event, you might have an event registration platform. So typically data gets scattered about in all of these different places, and worse yet, sometimes it's in individual people's computers where you as an organization can't even access it.

Let me show you how that looks different when you're using Journey Care. Here we have the Journey Care contact module. Now, if I zoom in, what you will see here is that we have a complete contact database, so you can have all of your people in this database. The contacts are unlimited, so you can put as many people in here as you want.

I encourage you to put. All of your contacts in here. Now this is just a test account, so I'm not showing any client data here, but you'll notice that we have a list of contacts here. We have additional lists going across the top of, you know, board members, um, active contacts, um, people whose favorite ice cream is chocolate, and you can create.

All of these smart lists to fit whatever your organization needs to know about your members. So if I dive into one of these lists, I can do different things with that list. So let's say I select all of the people here who are tagged as active. I can actually use these quick. Buttons appear at the top to do different actions.

So I can send these people a quick text, I could send them a quick email. I can add them to an automation, which I will show you in a little bit. Um, and I can even export them. If I watch. I can also change the columns that are viewable here, and so I can actually see any data that is contained in the database and then export it.

I can also filter over here on any, um, anything that is in the database so you can, um, have multiple, um, filters, so you're kind of layering who you're looking at. So if I wanna know anybody who's active and their city is also a certain city, I can layer those on top of each other now. Also with context, you can dive into an individual person's record.

So this fictitious person, Susie Smith, I could see all of the information about Susie in one place. On this left side, I could see some basic information. I could see any, um, campaigns that she's been sent. I could see any of her tags. Um, if I go into general information, there's like her, um, youknow, the business organization that she's attached to address, and then additional info is.

All of the custom fields in the database. So anything that we know about Susie is in here, so I could tell she's on a couple of committees. Um, this might be a training certificate or an ID card or something like that. We have different, um, dates, you know, size of T-shirt, basically anything that you need to have on your members or contacts you can put into the database because you have unlimited custom fields.

So you can create whatever fields you want. Um, different field types here that you can create so you can really make this database your own. So that is how Journey Care helps you manage your contacts, create lists, and get all of your data into one place. Now let's go back to the next piece of functionality that Journey Care helps you with, and that is consolidating all of your communications.

Now, chances are you communicate with your members and your contacts in a lot of different ways. With Journey Care, we have two. Way communication built into the platform. So you can do two-way email, two-way text, Facebook messages, Instagram messages, Google my business messages, and we even have the ability for you to do email blasts and.

Text blasts. So the idea here is that you use Journey care to communicate with your people, um, through a variety of different ways. And you never have to worry about a message getting lost in some committee members' personal email because all of the communication is happening through the single platform.

Let me show you what that looks like.

Here we have the Journey Care conversations area, so any emails or text messages that have gone out through the platform are going to be seen here. Even phone calls of coming in or going out from the platform would be seen here in the conversations area. Let me zoom in for you so you can get a closer look.

So you can see here I have a few new things have happened. I can also dive in and see all of the recent things. And then there's this tab here that shows you everything. So if I just click on, um, any of these, um, messages, I can see the string here that's happened with this person. So this again is, um, Susie Smith.

These up here are just, um, phone calls that have come in and out. This is, um, a, a test, um, text, um, and a couple of emails, but you can, um, see the communications here and you can also respond to the person as well, since we know Suzy's phone number and um, email address. And these are just, um, test, uh, contact information.

We can actually click here. Send her a quick text message or we can click here and send her an email. Um, you'll notice we can also see on any of these, um, if the message has been delivered, opened, um, if she's replied. Um, those sorts of things. You have lots of information here on, um, this communication string.

You can also just click on the person and very quickly pop over into their contact record so that you could continue seeing the information, um, you know, dive into, uh, other data that you might need from the person's contact record in order to respond to the message. So that is the first way that Journey Care supports your communication.

Two-way emailing, two-way text messaging, two-way phone calling. We also have a, uh, email builder that is drag and drop, similar to Constant Contact, MailChimp, wild Apricot. You simply build your email and you can drag over different elements. So let's say you have a video from your last fundraising campaign, you can just, um, put that right into your email by dragging it over and then putting the URL where, um, someone would, um.

To pull in that video. There are a variety of other things like, um, RSS feeds. So being able to automatically send emails out about blog posts that you've done. Um, you could see, uh, social media links, um, um, button links, all sorts of things that you can build here into. Your email blasts. And then one of the really unique things about Journey Care is it not only lets you send now or schedule for later, you can also send in drip mode, which means if you have a really large list, like you have 5,000 contacts that you want to email, you can actually tell Journey Care that.

You want to, um, send this out, you know, 100 every five minutes or something like that to get help with deliverability rates. Um, you can also limit emails to only be sent during certain windows. So if you only want the emails to go out Monday through Friday, not on weekends and only during certain hours.

You are able to specify that as well in journey care, which is pretty cool.

And then, as I mentioned earlier, with the smart lists, you can also do communications from here. So if I wanted to email the people who are, um, tagged as active, I could do that directly from here just by clicking on one of the quick links. It'll tell me that. I'm sending an email, I could compose it right here.

I could drop in things like the person's first name. I can, um, drop in any element that is in the database. So, um, maybe I want to pre-fill, um, the person's favorite type of ice cream or their upcoming renewal date or something like that. If the information is in the database, I can use it in my communications.