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hey everyone welcome this is give live this is where we talk all about give wp and uh all of the success you can have with online fundraising and uh we do this occasionally i'd like to do it a lot more so if you're enjoying it definitely give us a thumbs up let us know and we have some live attendees here on our webinar thanks for being here everybody uh and today we have a special subject we're going to be talking about air table and how you can use it as a donor management system and we brought on a special guest today uh named jonathan shimon and he's going to introduce himself jonathan how are you doing and tell us a little bit about who you are and what you do uh okay thank you matt i am doing great especially now that uh i'm here on the live stream very exciting i've been using give for a long time so this is really uh really a lot of fun for me so basically to introduce myself i would say that there are a lot of non-profits out there who have donation pages but those donation pages might not be converting all that well meaning for every 100 people they might be getting one or two donations who come to that page and there might be some nonprofits out there who don't even know they don't they're not measuring that they don't know how to measure it they don't see the importance of measuring it uh and that's really a lost opportunity because when you're able to look at your data and your analytics and and things like a b testing and segmentation uh there's just such a unbelievable opportunity to increase the donations increase the average donation increase the amount of recurring donations that your nonprofit is getting so that's where i come in i work with non-profits and for-profits but today we're talking about nonprofits and i really help them uh tell their story on their donation page their homepage whatever uh to really really focus on helping inspire people to donate to donate more to become recurring donors uh recently i had a client who was getting that one percent conversion rate for every every 100 people came to their donation page they got about one donor and uh i met with people at the organization i learned about the causes that they were uh fundraising for uh we rebuilt their page we rebuilt their funnel we rebuilt a lot of their email marketings and uh they went from one out of a hundred to seven out of a hundred so that's seven times the amount of donations so um that's what i do and the great thing is if you're wondering wow how how could i get some of that goodness that's exactly what we're gonna be talking about in the webinar today awesome cool thanks so much again for being here jonathan we're gonna jump into things uh uh to all the webinar attendees uh there is a uh zoom chat panel there um where you can uh introduce yourself say hi uh and uh let everybody know what you do and where you're from and uh also if you have questions throughout any of this that we're going over type them into that chat and uh jonathan and i will be watching for that and we'll be able to address those as we start talking through things um just as a quick kind of like highlight overview uh we're gonna first introduce of course what airtable is and why you should be using it uh we're gonna talk a little bit about how you actually get your give wp data into airtable uh because you know you can't use it unless the data is in there of course um and then we're going to highlight the different views and charts that airtable has and how those can really give you a lot of insight and we're going to talk about how you can correlate other activity on your website that's outside of give wp how you can correlate that with your donation information within airtable as well and then we'll wrap up by talking about this this really interesting approach that jonathan has uh on how he's doing donor uh follow-ups uh through air table as well so that's essentially uh how we're uh laying it out and um uh then uh we'll we'll get going here so we have already a couple uh folks chiming in looks good um nice david from the uk glad you're here cool cool keep chatting it up and we'll uh get going so jonathan first and foremost we want to talk about uh airtable not everyone is familiar with airtable it's a really really powerful tool um and a lot of folks probably use it in different ways using it as a donor management tool i think is really fascinating and interesting so uh can you give us kind of like the overview of what airtable is and what it does and why people should be using it with give wp yeah i'd be happy to um and i think i'll start sharing my screen so people can see a little bit about what i'm talking about is that that sounds good okay all right uh share screen and screen three so if every if anyone is still going to be looking at my face instead of the screen show you're going to see i'm looking sideways it's because my camera is on one thing but the air table's on another so everyone can um or matt you can see my air table base here yep yep okay awesome so um many of you might be familiar with excel or with google sheets and airtable is kind of like uh spreadsheets on steroids so the way that airtable works is it you create multiple spreadsheets and you can link them together and we're going to talk about what that means and and how that works especially with donations but the whole point of er excuse me the whole point of table and the beauty of air table is they say like organize anything and that's exactly what it is so the the concept here is that there's many tabs and in air table world these tabs are called tables and each one of them represents a different uh type of data a different data point so you have donations and you have donors right so those two things are not the same a donation is a 10 donation or whatever it is a donor is a person who can have multiple donations so those are two different types of data but they're obviously very linked to each other and what airtable is is it's this unbelievable system where you can have these different types of data all linked to each other and it has automatic built-in calculations formulas filters and all types of ways to make it to take a real deep dive into your data to make actionable uh decisions about how to continue fundraising and fundraise more effective and and honestly it's like so cool it really becomes very fun and and easy to use so um one thing that i've always really enjoyed about it is that like i do a lot of work in google sheets for example um but this is very more intuitive in some ways and more powerful because the formulas that i always take forever to figure out in google sheets they kind of have a lot of that more automated for you like you you're able to choose from a lot of preset formulas to be able to set the whole column in a certain way um is that has that been your experience as well yeah that's exactly it i when i got more into digital fundraising one of my um one of the people at the company that i worked for uh actually recommended that i take some courses in google sheets and excel and and stuff like that uh and i never really got around to it and then one day i stumbled upon airtable and within like just a week or so i kind of never needed that again uh because it has some of these great calculations and formulas and and filters and groups and all that type of stuff built in yeah exactly nice so why would folks in general why do you want to use airtable specifically with give wp so that's a great question and there's there's really a lot of reasons but i'm going to try to focus on the most important uh important ones and i would say it breaks down at least what we're going to be presenting today into two main things number one is uh to be able to look at certain types of data that are not natively in give wp um so the the reporting tab in give wp is amazing and it's it's been heavily updated recently so so it was good before and now it's great but depending on what you're looking for it kind of has a specific couple of tables and charts pre-built and if you need something more customized you you might be able to to get parts of it you might be out of luck you might have to use um you know start creating sheets and stuff like that uh so so air table has a lot more features and abilities to do different types of filtering and groups and calculations um so like for example let's say recently a lot of people have been fundraising specifically for coronavirus uh causes so um so they might want to take a deep dive on their coronavirus form let's say they made a new form for coronavirus and they want to check how many recurring versus not recurring and let's say we took our recurring and we multiplied it by 12 because the typical recurring donor stays for about a year you know this and then i want to look at the difference between recurring and not recurring so even though some of those donations haven't happened yet so so give wp is amazing but it's not um always gonna give you exactly the type of data you're looking for if you're looking for something super specific super calculated based on different ways of calculating things you know another thing which a lot of new a lot of non-profits do and one of their one of the most successful ways to fundraise is by newsletters and by solicitation emails and stuff like that so um unless you created like a new command correct me if i'm wrong but unless you created a new form for every single newsletter which is quite tedious you might not know which newsletters have done better than others and trying to look for trends or certain topics that did not uh convert very well so uh you could you could get um pretty sometimes a lot of data out of google analytics if you're good at google analytics but again you could actually pull out more into air table because you can create things like expected donations based on recurring yeah or c yeah so uh yeah i mean that's there's definitely ways that you can um like if you're if you're pushing if you have several different campaigns that are all going to the same exact form uh understanding the performance of each of those campaigns to the same form that can definitely be tricky with with our default reports so that is a benefit i see here as long as you can get that campaign data into airtable which i know that you've done that um and we'll talk a little bit about that in the next step but um that's a good example because a lot of folks do kind of prefer to have fewer forms um even though we generally speaking we try to think of forms as campaigns like that each campaign that you might run would have its own form but if you're like you just said if you have multiple campaigns all going to the same form that's when some of that data might get a little bit tricky yeah and and uh we i could go on about that um but the other thing that is really great and airtable or really a lot of crms not specifically airtable is you can look at a lot of data outside of give wp and how that's intertwined so most people have opt-ins on their website where people can become subscribers so we're going to go through a formula and an example of how you can see um how long it took someone to become from on average from subscriber to a donor which is an extremely important metric when you're trying to uh onboard people successfully and stuff like that so the ability to take non-give wp data and interwine it intertwine it into your donation data yeah the other thing i always find about a tool like like airtable is and i'm sure you find this with your clients is that every cause is different and has unique needs and um with a wordpress plugin like give wp or woocommerce or anything what we're trying to do is provide basically a single a singular solution for as many people as possible and give wp is very very very flexible of course um but being able to bring all that data into air table and then customize it to whatever you want to be able to do i think that's a really big strength of it as well for sure yeah um i mean i'm always blown away by the capability of give especially if you get creative when you can mix different forms together and some of the short codes that have some customization so we've been able to do some amazing amazing stuff with give wp uh so that you would never be able to do with air table alone so yeah we're here air table is kind of icing on the cake in terms of reporting excellent well let's get a little bit into um how we get that data into air table because um that is definitely i think a big question a lot of folks minds of course the really really simple answer is zapier which uh we recommend for a lot of different purposes but um why don't you walk through a little bit of of of how you're getting uh this data into airtable from giftwp right so zapier for sure would be the easiest way uh airtable has an api i know give has an api but i'm not 100 sure um it's yeah so so you but like matt said there's really no reason to build a custom integration here um so i set up a zap as a demo and then right before i renamed my airtable base to demo forgive wp and i think that broke my zap unfortunately but for people who are familiar with um with zapier and and even if you're not uh for anyone who doesn't even know what zapier is it's basically an amazing tool for taking uh data information actions really anything from one tool and putting it into another so really everything we're gonna show you is basically uh done with one zap every time a new donation comes in so new donation and give um it needs to create a record and a record is a row right so so here we have like record number one and and there's a lot of columns to it but every time a donation comes in it has a donation id number um this donor id would correlate to a human being for privacy reasons i just gave them numbers because these are actually real donations um the amount the amount uh uh the amount of the donation here this is not inside zapier this is a formula that says if the um subscription is a monthly subscription then take my donation and multiply it by 12. so for this nonprofit they their average donation monthly donor lasts about a year so you can see oh this this donation uh it looks like it's 90 but really it's a thousand and eighty dollars uh the donation uh the donation date this is whether it was monthly or one time all you know most of that data comes in through zapier besides for that projected totals here's another one that doesn't come in through zapier it's calculated automatically here in air table which is the weeks until the donation we're going to get that into later and then the cause is also populated via via zapier and follow-ups where we're going to get to at the end yeah let me back up just a little bit can you go back to your zap super quick just to walk through a little bit of what goes on so zapier works by two main things one is called a trigger and one is called an action and uh here uh give is actually the trigger so essentially every time a new donation happens on uh the website it triggers uh an api call essentially goes over to zapier and zapier goes oh hey that's a new donation and it and it treats that as the trigger and it grabs all of that data and then if you um go down below to the to the action um then you see essentially um what what it does with that trigger it takes all that information and it does this action which is then here you can see it it is uh creating a record um which is those rows uh in that table on airtable so that's essentially how zapier works and then getting all that information in is essentially everything that's included in the api that give has because our zapier integration is is works based on our api uh there's a couple things i do want to highlight we don't want to go into major depth about it but for example where it where it shows cause on on john's table here um the coronavirus label that actually is coming in via google analytics utm parameters is that correct jonathan uh this this is actually the name of the form so the new form title and the newsletter tab we'll get into the utm right but yeah this is the name of the form the coronavirus form excellent all right so that that all of that is just in the free plugin um in our api endpoint um and uh and gets populated there automatically there's some additional information we'll talk about later that is that requires our google analytics add-on um but um just a heads up on that we don't need to go into big detail on that we'll probably write up a little bit about that in the article that we do here but just a heads up for everybody there so yeah and if you want to make use of this week's until donation uh then you would also need a zap from your opt-in uh app uh opt-in plug-in yep um the plug-in that would also add them into the air table but it's there's plenty if not basically all of them integrate with zapier uh so that's also a pretty easy and no code needed solution yeah excellent um so there are other triggers that give has like a new donor instead of a new donation there's um also ones that are supportive via recurring donations um but like jonathan said just being able to pipe all of this information into airtable just really takes just one zap in zapier which is the new donation trigger so that's a relatively straightforward and uh and and powerful at the same time so yeah um okay yeah let's move on to uh let's uh um let me double check make sure uh everyone um feel free to just uh add any of your questions or thoughts um or ponderings into we have two actually sections here in the zoom um uh webinar here you can use the chat to add your comments uh you can also hit the q a and ask your questions there either one of those will work uh and we'll um we'll be able to answer those um so uh go ahead and start getting those in there and we'll we'll be watching for it um but let's move over into uh talking about views and charts uh i think this is getting more into the real power of why uh what this information will do for a non-profit organization so can you walk us through a little bit of what you do um with views and charts yeah so i felt like almost until now we were in the introduction phase we were talking about what is airtable how to get data in now let's finally get into some of that deep data uh and and see how we can use information in airtable to become better fundraisers so uh if you remember i said that there's these different tabs at the top and each one of them provides uh a lot of information so we're gonna start off here on the first tab which is the the donations tab so this is a list of every single donation that's been made to this nonprofit and a couple of things that you could do here is there's airtable has different ways to organize this data and by looking at different ways to organize it you can find patterns you can find outliers you can find nuggets of information so i'm going to highlight a couple of them and the different ways that we organize them are through views and it's it's a great name because you're kind of looking at the same data but from different perspectives different views so something that is should probably be on the forefront of a lot of fundraisers is donations by cause and this would be available inside um inside the the uh the give wp uh whatchamacallit yeah uh reports yep reports thank you but there's some additional data here that wouldn't be in those reports so here um i have coronavirus uh feed the poor giving tuesday healing the six tax deduction raffles a and b um and it shows me the amount of donations the total uh donated here i have that same thing pulled up but average donation uh sometimes you know you can see oh wait a second this is really pulling in a lot more money but look the people who are healing the sick are far more passionate about any of our other clauses you know and i can see here the giving tuesday uh you know whatever so um here i can see how engaged were these people by how weeks until weeks until donation so i can see oh coronavirus subscribers actually donated right away which makes sense there's been a lot of uh you know around that and and again we see a similar pattern giving tuesday may for this non-profit was a little bit less um a little bit less powerful so maybe that's a sign that hey we need to focus more on giving tuesday or it says hey we shouldn't be investing so much in in our giving tuesday campaigns depends on the non-profit um this is the amount of subscriptions that that uh by subscriptions i mean recurring donors that it brought in so uh different also levels of priority depending on the nonprofit but we can see here okay coronavirus you know here's something interesting corona as the various brought in far more occurring which um should raise an eyebrow right we all hope this immediately i was like right so i don't want to get into like you telling us uh details about your clients that you can't tell us but do you know offhand of anything they did for that campaign that was significantly different that encouraged more recurring donors so we did that's a good question we uh um basically we ran a campaign saying people are out of jobs and they're not gonna have their jobs starting again tomorrow and we ran a campaign where someone can make a three month a six month or a 12 month uh recurring donation so yeah so so that obviously we never saw the uh that amount of recurring donors before um but let's pretend that was not the case right let's pretend that i didn't i didn't just tell you that um and what this is is showing is saying wait a second people something about our coronavirus campaign made people come recurring which is ironic because we all hope that this coronavirus uh stuff is gonna be over one day and something like healing the sick and feeding the poor is probably gonna outlast yeah right unfortunately right so what can we glean from that coronavirus campaign um obviously a world pandemic it's not like we can just call maybe maybe that is something they would say don't forget about the pandemic of healing the sick of feeding the poor right maybe there's a um some good nugget of information and then another thing you could do here is look there this is you know a b testing one of the fundamental steps to fundraising i could see hey raffle b right the second time we ran this raffle it didn't pull in as much money but we got eight recurring donors as opposed to zero so what messaging there right because ultimately that's i don't have the tab open about projected donations on this one but ultimately what's you know how can how can we copy that how can we bring that more into all of our fundraising campaigns um so so that's another so that's another thing uh that's yeah let me back up just a little bit we do have a question um from uh from the group uh they say uh can you add your custom fields from give wp to air table and i'll go ahead and answer that um that's absolutely possible like i mentioned all of that stuff is ported from zapier over into air table via the give wp api and fortunately whenever you have custom fields that are added to your forms those are automatically added into what's called the donation meta and that's all accessible over our api so technic that's a little bit of the technical answer short answer is yes um that all is going to appear uh and available to you when you uh create that zap uh you'll see that in there and um and then as soon as it's in there then you're able to uh map it to whatever table you want in air table via that zap as well do you have anything to add to that as well jonathan so um not not to get into this right now but uh that that the answer yeah 100 what matt said and not only that every field in air table actually has many different ways to uh calculate that field so if it's a date if it's a number if it's a currency if it's a description um and based on the type of data it is a duration based on the type of type of data it is there's going to be different options for automations and formulas and and stuff like that so here's a great example um you know here we have i didn't even get into this yet um here we have the corona virus thing so that's a word but here because i have the donation as a currency field it will automatically know hey wait a second he might want to see that's a number he might want to see the sum he might want to see the average he might want to see the minimum he might want to see the maximum right it has all of these things pre already built in because it knows that i'm dealing with uh a number a currency yeah excellent good good stuff keep those questions coming and we'll keep answering them um nice so though that's a bit about views do you have another thing you want to do about views or do you want to move into charts um yeah let's do a little more on views because i had a couple other examples already pulled in um so so now let's just to show you here's a donor tab and this might look overwhelming so it an air table might take some getting used to um sometimes the more what's spider-man line with great great power comes great responsibility absolutely yeah so comes tons of patience hopefully right so you know let's say instead of looking at in the past about your donations you want to look at your donors right and you want to say i'm going to throw out a couple of examples here you want to say hey wait a second i want more recurring donors let me try to find big donors but who have not yet joined the recurring team and maybe we'll send them a special campaign or something like that or i just want to see if it's worth um tackling these people uh if it's worth going after these people so so here i can make a filter and i could say show me only people have donated over a thousand dollars but who are not recurring and i can see oh all these people all together they've they've funded 236 thousand dollars you know um so that's obviously worth it you know and i could see all the those same data points we've uh been discussing what causes they've given to um how long it took them to become donors so so that's another way to again that perspective looking at your the same data but from a new perspective yeah or excellent perspective too yeah or like lapsed recent donors here's another like low-hanging fruit you know so here i made a new filter i said okay someone who's not recurring obviously someone who's given over five donations but not in the last six months so either something we did turned off these people these were big donors five don't five donations or more or i could change that to a thousand dollars or more what you know you can make the filter however you want um and i could say what you know are these people did they just lose interest did they forget about us um this is another way to take that same data look at it from a new perspective and say is there a missing opportunity is there something to be learned um and then lastly let's say we want to open a new uh branch and we need uh we need a hundred thousand dollars for the down payment and so i could have someone who gave me a ten dollars a month for ten years but that person might not be able to write a check today for three thousand dollars if that's what i'm short so here's like another way i could say hey show me anyone i don't care about their lifetime value i want to know at one point in time did they give a donation that was over 2 500 you know and that's another way to to differentiate differentiate between lifetime and a one-time because sometimes you want those lifetime people sometimes you want those one-time people depending on your needs depending on on your story right right now so so that's another um awesome awesome view real quick i want to catch folks up who are watching um we have some comments from uh the the attendees here i asked folks uh in the comments how many of you are already using your table or is this the first time you've heard of it uh kirk is saying he already uses airtable but he's very interested in how this works so perhaps this was um something that uh that um he's already used air table in lots of different ways but never thought about it in terms of donor management so this is a new use case for him teresa says she's considering air table but haven't had time to play with it i feel a lot like that i have it's like i've been flirting with airtable for years and never just jumped in um mike says his experience with their table is extremely limited this is basically the first time so we're getting some new folks interested in an air table today so that's great to hear so keep it coming jonathan we love it all right so i'm going gonna do one more thing on views which is might be step two for um for some organizations uh but something that's really important and as you really try to focus on your digital growing and and expanding your digital fundraising uh through technology and through uh optimization something that is just super super critical so one of the things matt alluded to earlier with the zap is there's a google analytics extension and one of the things it does is it will pull your utm uh parameters into the donation and if you're unclear about what utm parameters are um they're basically things you can tell google analytics um about the donation and therefore google analytics can organize it um accordingly so we're not really gonna get into what utms are but you're to be able to see one of the end results and if you're not using utms hopefully this will inspire you to use absolutely another way to think about it is it's it it tells google analytics what to do with that traffic essentially so traffic is coming to your website if that traffic has utm parameters on it then google will say oh okay you're you're calling this uh an email campaign okay i'll categorize it as such uh oh and you're saying that it has this kind of content okay i'll add that content to this traffic um and then in analytics you're able to analyze uh that traffic uh with those labels essentially so and like jonathan said uh those utms are then saved as donation meta when the donor donates they come to your site via that link that has those utm parameters on it and then because they landed on a page that has a form on it and you have the google analytics add-on that information is stored in the donation meta and then because it's in the donation meta it's accessible via zapier to port into air table just like this yes um so one of the things that manchester was it can track whether something's a newsletter and the content of that newsletter so uh what i have here is an example of different newsletters so some organizations send out a weekly some send out a monthly i for all i know some send out daily newsletters um and generally these are one of the most successful ways to raise funds on an ongoing basis so what i pulled in here was um every time that zap triggers it it tells airtable which newsletter this is from and because of that i'm able to create a new table based on newsletters and i can look at all my same data points but now organized by newsletters so these are subject lines and there's you can kind of organize this however you would like but and i also removed the subject lines and these are just random nonsense subject lines that i copied i gotta say some of these subject lines are pretty fun i have to say yes so i think i went to uh i think i went to hubspot.com and said what are the 100 best subject lines and and then i copied and pasted some of these in yeah um yeah it might just be crazy and so is this box that's a good one yeah um buy one get one free or else or else also i'm amazed how well the if you scroll up how well the uh the one that says don't open this email dude look at those donations yeah nice um yeah so i i uh i wish nonprofits it was as easy to come up with such crazy subject lines uh maybe we could we could do a whole webinar on that because some crazy numbers around that also but in the meantime while we're focused on air table um this is something so many non-profits invest crazy amounts of time into their newsletters and um they they can look at it week by week and they could say oh this week we pulled in this much and it was pretty much from that newsletter because that's what we sent out that week um but there's hope first of all i've seen that that's not always true i've seen people make donations from newsletters uh eight months ago uh it doesn't happen often but it does happen um but that's not even the important part the important part is um trying to deep uh to to to dive deeper into that and what does that mean so there's obviously the top line items like total income amount of donors donations the average donation i'm going to get to theme in a second the amount of recurring something that is rarely looked at you know this email important weather advisory brought in 55 000 but if i let's this is a cool feature if i sort by recurring i can see this was double the amount of recurring than our next best email you know and there then there were two good ones and then it drops off drastically so what in these three emails and the top one in particular um spoke to people and made them become recurring um another thing in terms of organizing and trying to glean data is i thought there's different types of newsletters some of them focus on donors which is pretty much what you usually want to be focusing on right sometimes it's focusing on the need and sometimes it's a focus on the organization and i went here and i labeled each one of these and i looked through the you know our 27 best newsletters and i organized them and now that i have them organized look what i can do i can look at them by theme and i can say you know let me collapse these i can say oh when i focus on donors you know uh these aren't totally evenly split because it's 10 10 and seven newsletters so let's pretend that third one is 10. um and and that way i know i'm looking at the same amount of newsletters but look even without that focusing on the donor brings in about twice as much more than twice as much as focusing on the need and the average donation is triple and this might be the opposite for your organization and you would never know um if you weren't able to organize and then sort in such a simple and and uh accurate way um here's another awesome one i want to look at well i kind of already spoke about this i want to look at newsletters that brought in five or more recurring donations right so with only 27 it's not so hard to buy those but if you have 300 newsletters you can pull up your 20 best newsletters in terms of recurring donations um okay i think that's enough for viewers that's quite i think that we went through about 10 examples yeah deep deep data definitely a lot to chew on like i think i'm hoping folks are definitely gonna come back and uh hit the rewind button and watch it a couple times but um let's uh talk a little bit about charts as well because uh what you were showing me the other day is that airtable also has some really powerful charts um that are just kind of automated and and powerful right so um a lot of times uh you log into donor crms and i'm not trying to criticize those but i've had clients come to me with their donor crms and they show me these uh um you know beautiful charts and um a lot of times they get they kind of cover up the ability to really again uh dive deep into looking for nuances so what's amazing about airtable is that um however you organize the views and your tables that we just spoke about that automatically correlates to how your dashboards and your charts and your graphs uh are created so any tabular data and tabular data means you know columns and rows what we've been looking up until now it can then take and convert into a visual experience so um here's a couple of high uh highlights that i'm uh i'm not gonna spend too much time on because they're visual because they they should be kind of uh intuitive and pretty quick this is probably the number one thing every non-profit wants to see uh when they start looking at data how many donations have we gotten month over month um and i actually adjusted some of the dates here so you could see like oh oh my gosh so we spiked huge when coronavirus hit and we've clearly been going down um you know so have we been going down more than expected less than expected uh that type of thing here's uh daily or weekly by the last this weekly by the last 90 days so that's looking more at our recent campaigns um this is a fun one which uses the google uh the google maps api you can and i also uh for the point of this illustration and not to ramp up my google maps api bill i just plotted a couple of these in the united states it can take addresses and create a map a visual map out of them and yeah actually all of these are interactive so i can actually click on these and it'll show me the donation which is really cool show me the person and who it is and if i want to reach out i'm from chicago if i want to reach out to people in chicago i could be like oh here's a donation from peoria and these also if i click on any one of these um it will pull up all the donations that went into generating that that bar um here's another one i've had a lot of clients who have screamed screamed we need more recurring we need more occurring we need more recurring and then i say back to them well how many right now of your donations are from recurring and how many not and they have no idea and i said well then how are you so obsessed with recurring without really knowing the numbers behind it so um so that's what this is and this is oh 22 of our income is of our donations i don't know if it comes the right word it's from monthly and 77 are not and then i could go ahead and duplicate this and build in those um this one actually might be based on expected donations based on recurring i believe it is um so so this is a great pie chart um if we look at let's see what's in this one i think these are just highlights let's actually skip this one oh you know what here's a here's a very important number that organizations are always looking how many laps donors do we have you know is this going up or down um let's look at cause so this these are cool charts because uh again it might be easier to look at things when they're like this but this is a pie chart of how much each cos is brought in this is a bar chart um and again based on the views you could do month month over month um anything like that i'm trying to show as many examples as possible so people can uh can brains it can inspire for their own uh this kind of stuff for me too is like this is material that you want to bring to your next board meeting like yeah you want to show folks this is what's performing the best and this is where we're we're funded by at the moment um and this is where we need to improve like all of these make it very very easy to make a compelling case for certain causes yeah and i'll tell you from experience if any of you are out there are marketers or part of the marketing team on your uh organization a lot of times the people you're presenting your numbers to are not number people and that is a challenge so this is a great way to for someone who's not a numbers person um uh to to understand your information so like we just went on a uh on a chart here where i was showing you themes and someone might look at this and be like even this much is overwhelming but i show them this pie chart oh i can see when we focus on donors it pulls in about half and then about the remaining is 25 25 you know and your newsletter it's it's all the same data which is why i'm moving through it pretty quickly but here's the a bar chart of those five of those newsletters that brought in five or more recurring uh recurring donors we actually have uh two questions uh that came through they're both good questions so first one is uh teresa asks is it easy to export these graphs so i mean you could definitely do a screenshot of them but is there an export feature for them yeah that is a great question and uh this the one thing for sure that you could do is uh embed them on a website so airtable is clearly like working on this because i've seen them add to it recently um but like here they have a share block and all tables in the space so i can go ahead and click share block block it means chart um and then i can either send someone a link and it just uh let's actually make sure this does what i'm thinking it does [Music] yes this sends them a link of that one block whether it's a pie chart a number or whatever um and then what i do for my clients is i'll grab the embed code and then i'll grab this and i'll make them a page on their website uh like in the back end or you could do different things like that and then i would embed a whole bunch of charts so they have this ongoing live dashboard where they don't they never have to log into our table they don't have to know what airtable is um in terms of like exporting a non-dynamic version uh i believe your best option would be something like taking a screenshot uh i don't i can't think of another option off the top of my head but if yeah the main the main point of these is that it's dynamic as donations come in they get updated so i don't know like if you want to turn into pdf you'd probably be going with screenshots good question so second question that came in is uh and i'll probably answer this one there are times when alan asks this um there are times when we have to make a correction to a give wp donation record would that automatically transfer to airtable and update the data there when we save the transaction and give or does that require some special zapier triggers you will need to update that in airtable separately because we talked earlier about the different triggers and currently there is only a new donation trigger there is not a donation was updated trigger um so what if you do change something on the give side you're going to need to go and change it manually on the air table side as well luckily the way jonathan is just is uh showing all of this is all of the donations are going one at a time into this one table and so if you update it in that one place all the other places within airtable that references that row or that donation in that row they're all going to be updated automatically because it's kind of like this is the one source of truth within this table uh so that's that's a good thing but um you will have to update them manually in both places uh for this purpose right and let me actually let me actually demonstrate that because we didn't really talk so much about the linking and that's such a great question to bring out that point so um let's say here donation number 7963 uh it was made by mr donor 2156 um and that was for 18 and let's say if i open up 2156 right and just for simplicity let's go over to donors uh and find him uh and i'll use search here 2156. and there he is so i can see here um his total like his largest donation was 36 dollars and let's find his total total is 37.93 so uh well hold on actually you know it's 110 40 it looks like 21.50 yeah thanks that makes more sense that makes more sense um so now let's say i go in and you might think oh i have to update it up everywhere so if i go ahead and update this just to bring out the point uh let's let's say i make it 1018. okay now yeah so now um when i first of all you could see my projected total just automatically increased basically instantly and now when i go to my donor two one five six i can see his largest donation has been updated instantly and his total amount donated has been updated instantly so you really only have to change one data point and it automatically recalculates everything across your entire database and across your entire air table and that include includes these charts um so so that's a that's a great question and that's how that works excellent well we have one last item we want to wrap up with um so we're going to move into uh the last point and if you have additional questions or thoughts or feelings hope streams aspirations type them into that comment box and we'll address them for sure but um jonathan what you showed me last week is a really awesome way in which you're managing um donor follow-ups essentially within airtable as well so can you show us a little bit about that yeah so kind of what we've been speaking about is about um data-driven decisions and this is now we're talking about taking the next step so taking the next step in terms of let's say we went through uh maybe 10 aha moments over the last 20 minutes that you might have found in your donation data so sometimes it's like a change in focus on strategy changing focus on campaigns changing focus on automations whatever um but sometimes there are those vip donors uh that um or not even necessarily vip but people that i wanna hey i wanna take action based on this so it's either i wanna contact this donor or even this donation gave me a insight gave me an idea um or this chart or whatever so everything in air table um can be followed up on and it has some amazing calendar integrations so i created an additional field here called follow-ups and this is on uh here on donations it's here on donors um here at the end uh i think it's on newsletters i might have have it hidden yeah i have it hidden here and what this is is if i'm looking at any point in my air table and i say you know what something about let's say something about that newsletter okay let's go back to that newsletter that brought in 28 recurring donations this i want to follow up on this i got to talk to my team about this so what i do is i go in here to my follow-ups tab and i click on my little plus sign and i click on add new record and this is going to open up a form for me and um and so i'm gonna make this a to-do this drop-down can be anything you want i'm gonna make this a to-do i'm gonna say this is super important and i'm gonna write we gotta do this you know and let's say i'm gonna assign it to jonathan if you use something like asana that might look familiar so like now jonathan is going to get a notification that this was assigned to him and then there's some automatically filled in fields like when was this created one was this last edited airtable does that all automatically and i'm going to give this a deadline we got to get on this i'm marking it for today okay and um now that i've done that so um one second so now i'm gonna go over here to my follow-ups tab okay and i i didn't finish uh this was kind of a bad example right that bottom one yeah so i i should have done this with a donor a donation but um whatever that let's say let's say it was donor number 7936 that we just added but you can see here what i just added was shown shows up automatically in my follow-up step so it's a to-do um i can see it's important you know i can see any notes that the person who created it what they wrote in who it's assigned to and those other things and what this lets me do is it lets me keep on top of my team so i could look at a view called jonathan's tasks due this week and there it is because it was assigned to jonathan and it's due today um or i can just look up at things that i need to follow up on in their kind of categorized order to do's versus in progress versus done and you can also make this a kanban kanban whatever uh thing if you're used to if you're used to that like trello and when i drag it in it updates across you know the other stuff just like we've spoken about um and what's the most powerful is the calendar view because this maps it out on a calendar and that lets you do uh this it lets you do um you create a shareable view a shareable link now instead of just sharing the calendar with someone which now they got another thing that they have to check and whatever you can actually create a subscription link and if you use google calendar outlook or things like this you could take this and now anytime inside of air table that you create a to do for one of your team members it can show up on their google calendar uh so that's another really awesome feature or your own you know if you're saying i don't want to forget about that newsletter i'm going to make a meeting about it for you know friday the 12th or whatever it is so um so that way you can do it all in air table and it's automatically synced across uh across into your calendar yeah uh if you use something like asana you could create a zap anytime something gets into that specific view it creates an asana task i'm not to get into that right now but that's another thing yeah we got a question here does it create alerts for those um events in any way so it could it could it can create email alerts um so this is brand new i haven't even seen it on airtable's blog yet maybe i missed it but they recently announced another thing called automations and what you could do here is you could say when let me delete this one uh let's do add action so i could do when no no no i'm sorry create a new automation that's what i wanted so i'm going to call this alert and what i'm going to do is when a record enters a view right and that means um it enters i'm gonna do the follow-ups and it's going into the jonathan's tasks uh let's do jonathan has to do this week so then i can do add action and i could do send an email um it also has built-in send a slack message or a teams message for the sended email you do need to integrate it with a send grid account uh so not not particularly hard to do like a 10 minute setup um but that way and then that email comes in through your center but you can have it these and i think by the time some people watch this this list might be longer they act they created this and added a table within the last like two weeks or something uh or if you're more uh technical inclined it can run javascript which opens up just unlimited like scary almost how much it can do that but i'm not talking about that now so yes it can either send a notification to slack to teams it can send an email via sendgrid or it can really trigger really any uh zap as well so there you go that's excellent wow i did not know about that at all not even the calendar view or all of these things these are this is really they've really come a long way every table seems to be like uh iterating a lot uh yeah i i don't uh they've done some things stylistically they've added new features there's um for people are out there who do know airtable and might have found it limiting uh they recently introduced a button field where if you're looking at a if you're looking at something you can actually trigger a web hook directly from clicking a button inside um inside of air table so it's not letting me do it because i'm not putting in a web hook here but uh but there's uh you know to me it looks like they're they're only expanding uh you know sky's the limits yeah absolutely wow excellent excellent excellent well i think i think that's it for what we have today folks um we're going to be following up with an article uh on our website there and i do want to do a quick announcement um that jonathan has a very very generous offer um so we are going to put this on on our website but jonathan do you want to tell folks what you're offering yeah so thank you matt uh some of you hopefully found this eye opening inspiring and i wouldn't be surprised if all those all of you also found it daunting and overwhelming uh so even people have used airtable so there is a lot going on in everything i just showed you and i wouldn't want anyone to walk away saying wow that looks awesome but i'm not i'm not capable of doing that so uh there's gonna be a follow-up uh i don't know about webinar or private whatever thing off totally free 100 free where instead of just doing highlights and and talking and q a and stuff like that um we're going to be doing step by step and we're going to take a give form we're going to take a zap and we're going to take an air table base and i'm going to walk you through literally step by step with no step skipped how to create the zap how to create formulas views and tables inside of air table and by the end of the one hour you might not have all the features that we discussed but you'll have a lot of them and you'll have enough of a knowledge base to start thinking about what you might want to add and how you could research and start building that inside of your air table base excellent that's awesome jonathan thank you so much for offering that to uh all of our give users out there uh folks watch uh our blog we'll be updating that article uh within the next 24 hours and uh there will be there will be a contact form there for how you can get in touch with jonathan about that follow-up webinar uh so watch for that and uh if you have other thoughts or ideas about what you'd love to see us do on give live then reach out in all the millions of places where we are at like twitter and facebook and email and blog and we're everywhere we try to be so uh thank you so much and have a good day thanks again thank you thank you everyone and thank you man absolutely