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Solution Overview Convio for Higher Education In today's competitive…

Tags: advancement program, advocacy campaigns, affinities, affinity, constituent relationship management, convio, cornerstone, donors, dynamic web, education advancement, education groups, fundraising events, higher education, individual school, loyalty, ongoing support, outreach programs, right time, solution overview, support alumni,
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Created: Fri Jun 8 11:59:01 2007

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Solution Overview

Convio for Higher Education
In today's competitive climate, success depends largely on the strength of your relationships with alumni and donors. That's
why universities recognize that understanding affinity and establishing strong, lasting relationships is more important than
ever in motivating alumni and friends to provide ongoing support.

Alumni may feel most connected to the primary institution, an individual school, a class year or even a specific professor.
Understanding those affinities and using them to deliver the right message to the right individual at the right time is the
cornerstone of any successful advancement program. Larger universities face the particular challenge of marketing multiple
school, program and campaign brands to an audience with many and diverse connections to the university.

Convio offers a comprehensive suite of solutions for alumni and donor relationship management. Connect with alumni via
personalized messages and dynamic Web sites. Recruit them to participate in fundraising, events or advocacy campaigns.
Engage alumni with targeted, highly relevant online communications and opportunities to tell more about themselves. Based
on Convio's online constituent relationship management (eCRM) methodology, our solution for colleges, universities and
related higher education groups helps you build learning relationships, so you can better understand and capitalize on the
different affinities that motivate alumni loyalty.

The Convio Solution for Higher Education Advancement
Convio provides a suite of software and services to help you manage
engagement and outreach programs over the Internet. You can purchase Convio for Higher Education
the full suite or only the products you need now, and add products and
services as your needs grow. Whether you choose Convio's full suite or
specific modules, our solutions are easy-to-
At the core of our solution is Convio's sophisticated online marketing use, customizable, client-focused and
database, Constituent360TM, that stores detailed information about alumni reliable.
and donors and tracks their history of interactions with your institution.
From donations and survey completions to participation in events, Convio can help you:
Constituent360 provides you with the right data to build a more complete
view of each alumnus and donor, enabling you to run more effective online � Extend your reach
programs. Contact profiles can be customized and populated with offline � Simplify relationship management
data from industry-leading applications including SunGard's AdvanceTM, � Accelerate list growth
Sage MilleniumTM, Datatel's BenefactorTM and Blackbaud's The Raiser's � Use profiles to drive personalization
EdgeTM. � Influence decision-makers
� Increase participation rates
As you build more comprehensive profiles on alumni and donors, Convio � Promote rapid institutional adoption
software enables you to tailor future email communications and Web � Ensure efficient data integration and
content based on individual interests. Personalized, more relevant security
communications help engage alumni and donors, increase loyalty, drive
giving and build enduring support.

Convio Web Content Management -- Convio gives you the tools you need to create and manage a dynamic Web site and
allows you personalization opportunities, such as soliciting personal stories from alumni and friends to create a sense of
community on your site.

Convio Email Marketing -- Convio helps you create and send email communications. Your Convio administrator can
create and send email communications, as well as view an email communications calendar that provides visibility into
online mailings across the institution. This allows for better planning of email campaigns to avoid redundant content or
over-mailing to key alumni or donor groups.

Convio Fundraising -- Convio helps you drive and process online donations for one or more funds. Use personalization
and dynamic fundraising ask technology to increase the size and frequency of donations, and transform the individual
giving donors of today into the major giving donors of tomorrow. Features include:
� School or Program Micro-Sites. Convio allows larger institutions of higher education to provide customized online
experiences for individual campus units, while preserving the overall institution's brand. Micro-sites, or mini-Web
sites, let a campus unit (such as a law school) set up Web pages, navigation and forms that can borrow aspects of
the university's brand while retaining a distinct identity. Donation forms can be customized to the needs of each
unit, including specific campaigns, funds, giving options and giving levels. Micro-sites and giving forms can be
created quickly for specific needs (such as capital or memorial campaigns). Convio reporting allows for a
centralized "roll up" view across micro-sites.

�2007 Convio, Inc. v5.07.07
Convio for Higher Education

� Designated Giving. Institutions can create a master list of gift designations and allow individual schools to select
relevant designations for specific campaigns. Donors also can select from among relevant designations when making
a donation. Centralized reporting provides easy access to statistics for any designation across all fundraising forms.

� Matching Gifts. Donors can look up employers through the institution's giving form during the donation process,
with real-time integration to HEP Development's corporate giving database. By providing donors with employer
match information and instructions on completing paperwork, your institution will realize increased donations.
Convio reporting also will indicate gifts with potential matches, allowing for any necessary follow up by your
institution.

Convio eCommerce -- Convio enables you to sell tangible goods (such as t-shirts and hats) or "virtual" goods and
services (such as "buy a brick" programs to construct a new building) to your constituent base to raise funds and build
loyalty.

Convio Events -- Convio helps you deliver ticketed event information and drive online ticket sales for fundraising galas
and other events.

Convio Advocacy -- Convio provides a complete online solution to encourage and manage grassroots online activism.
Publish targeted action alert forms that can be completed by alumni and community members for delivery to legislators or
other decision-makers.

Constituent360TM -- Convio's sophisticated online marketing database stores detailed information on your alumni and
donors' online interactions with your institution, including communications preferences, subject matter interests and online
behavior (pages visited, links clicked, etc.). Use powerful reporting tools to learn more about your supporters on both an
aggregate and individual level, and tailor your Web site, email campaigns and overall online strategy accordingly.

Convio DataSync -- DataSync exchanges information stored in your donor database bi-directionally with
Constituent360. Convio has proven experience integrating with industry-leading applications including SunGard's
AdvanceTM, Sage MillenniumTM, Datatel's BenefactorTM and Blackbaud's The Raiser's EdgeTM. DataSync allows you to use
data stored in your fundraising application to segment your audience and personalize online communications for them.
When appropriate, DataSync will update your fundraising database with information gathered through online
interactions.

Convio Services for Higher Education: Making the Most of Our Technology
Having the right software tools is just one component of success. You also need the know-how to help you meet your
objectives. Convio provides access to consultants who understand the unique needs of higher education institutions, industry-
leading training programs, and technical and product usage support. Our higher education clients have found three service
offerings to be particularly useful:

Online Strategy Consulting -- Convio can help you translate your organizational objectives into online plans and tactics,
and define the right metrics to help you gauge the success of your online initiatives. Whether it is an email campaign or a
capital campaign, we will help you define exactly what needs to be done to launch a successful program.

Virtual Administrator -- Convio can provide a dedicated technical resource to manage Convio tools, freeing your staff to
focus on advancing your mission. The Virtual Administrator, or VA, is an expert at using Convio software and can assist
you before, during and after your deployment.

Content Porting Services -- If you have a large amount of public-facing content on your Web site, Convio can assist you
in migrating this information to your new Convio-powered Web site. This minimizes deployment time and ensures that your
content will look professional and fit well with your site design.

About Convio
Convio is the leading provider of software and services to help nonprofits and higher education institutions use the Internet
strategically to build strong relationships with constituents for driving fundraising and other forms of enduring support.
Convio's higher education clients include Barnard College, California Alumni Association, Concordia College, The Ohio State
University, Michigan State University, Texas State University, The University of Chicago Graduate School of Business and
The University of Texas at Austin.

�2007 Convio, Inc. v5.07.07