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product management > Feature Nomenclature Glossary > Flashcards

Feature Nomenclature Glossary Flashcards

1
Q

Account Health

A

On the Welcome page, this feature shows you how well your account is doing. So you can easily know your spam and bounce rates, we display your Bounce and Spam Rate.

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2
Q

Add-On

A

You can add features to your ThankView campaigns, such as an endowment report. In addition, you have the option of adding different types of overlays to your videos. You can put frames or banners on a video for a variety of occasions, holidays, or season.

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3
Q

Add-On Video

A

This is a second, optional video in your campaign that is a general video that will be received by all of your recipients and cannot be personalized per recipient.

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4
Q

Admin

A

This account has all of the ThankView privileges within an organization’s portal. This is the only permission level that allows to manage other users.

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5
Q

Animated Format

A

This is an option on the Setup page of your ThankView campaign to turn the first 3 seconds of the video in your campaign into an animated gif. The gif will be the first animation that your recipients see in their email, as opposed to seeing an envelope.

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6
Q

Appeals & Solicitations

A

Day of Giving? Pledge reminders? Send potential donors a ThankView that reminds them to give and shows how their gift will impact your school or organization.

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7
Q

Ask Amount

A

One of the fields in a Recipient’s information to put the amount of donation money you are soliciting. This information can in turn, be used as a merge field within a campaign.

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8
Q

Birthday Campaign

A

This campaign category lets you send a ThankView on different dates i.e. for recipients’ birthdays. You will need to put their birth date in the recipient’s information and that date is when your ThankView will be sent. You can schedule this up to a year in advance.

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9
Q

Bounce Rate

A

The rate of emails that are considered undeliverable. This can happen for a couple reasons:

  1. The recipient email address does not exist.
  2. The recipient domain name does not exist.
  3. The recipient email server blocked delivery.
  4. The recipient’s mailbox is full.
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10
Q

Campaign

A

For each common set of ThankViews you’d like to send you first start by creating a campaign. A campaign includes the list of recipients, design, page customization, video sequencing, and when you send your ThankViews. There is a “Campaign” tab on your navigation bar in a ThankView account in order to see all of the campaigns made in your account. You can measure how your campaigns perform (individually or by campaign type) in the Metrics of your account.

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11
Q

Categories

A

For each common set of ThankViews you’d like to send you first start by creating a campaign. A campaign includes the list of recipients, design, page customization, video sequencing, and when you send your ThankViews. There is a “Campaign” tab on your navigation bar in a ThankView account in order to see all of the campaigns made in your account. You can measure how your campaigns perform (individually or by campaign type) in the Metrics of your account.

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12
Q

Class Year

A

For each common set of ThankViews you’d like to send you first start by creating a campaign. A campaign includes the list of recipients, design, page customization, video sequencing, and when you send your ThankViews. There is a “Campaign” tab on your navigation bar in a ThankView account in order to see all of the campaigns made in your account. You can measure how your campaigns perform (individually or by campaign type) in the Metrics of your account.

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13
Q

Closed Captions

A

These are subtitles for the videos that you are able to add/edit on your campaign. You can purchase credits to caption your videos in the Settings tab of your account under the My Account dropdown.

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14
Q

Click Rate

A

These are subtitles for the videos that you are able to add/edit on your campaign. You can purchase credits to caption your videos in the Settings tab of your account under the My Account dropdown.

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15
Q

Contacts

A

This is a page where all of your recipients in your campaigns are consolidated. You can view this page on the top navigation bar where it says, “Contacts”. Also, you can add people into a List so they can be added to the Contacts page.

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16
Q

Contact-Level Metrics

A

On the metrics page, you can click into the specific metrics categories to get a more detailed view of your metrics. For example, you can click to see which of your contacts opened your ThankView, started watching your ThankView, or finished watching your ThankView, etc.

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17
Q

Creator

A

This is a permission level that lets you create, edit and send a campaign, look at metrics, and upload contacts. (Only admins can manage users)

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18
Q

CSV File

A

We recommend that all spreadsheets be saved as a .csv file prior to uploading to ThankView. Anything that is exported from the ThankView portal will be downloaded as a .csv file including any metrics.

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19
Q

CTA Button

A

This “Call-to-Action” button is found on the landing page below the video. This button can link to a donation site, RSVP invite or any page that you want your recipient to see. ThankView measures the number of times this button is clicked per campaign. You do not have to include a CTA button in your campaign.

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20
Q

Custom Assets

A

These are your specifically branded assets (envelopes and landing pages) that are used in the ThankView portal. With your organization’s assets uploaded, your Thankviews will have more of a branded experience for your ThankView recipients. Please refer to your Settings option on the My Account to see if you are eligible for this. You can reach out to support@thankview.com for more information if you would like this to your package.

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21
Q

Custom Music

A

If this feature is part of your package, you can add your own music onto your ThankView campaign. The music has to be royalty-free. Contact your Customer Success Manager or support@thankview.com to get started.

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22
Q

Client Success

A

This is the dedicated team that is there to help you! The ThankView Customer Success team answers any questions you may have and makes sure that our partners are able to seamlessly use the platform. You can contact the Customer Success team at support@thankview.com or on the blue chat button on at the bottom right hand corner of your ThankView portal.

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23
Q

Delivered

A

On the metrics page, you can view how many of your ThankViews were successfully sent to your contacts.

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24
Q

Demo

A

This is a half-hour demonstration of the ThankView platform. Go to www.thankview.com/demo to schedule a demo with us and see how ThankView can be used in your organization.

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25
Q

Designation

A

This is a half-hour demonstration of the ThankView platform. Go to www.thankview.com/demo to schedule a demo with us and see how ThankView can be used in your organization.

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26
Q

Designer

A

This is a permission level that has access to select and customize the theme and envelope.

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27
Q

DNS Implementation

A

This feature includes the ability to send your ThankViews to any @YourDomain.com email address. All we need is an internal email address to get started. After you send that to a member of the Customer Success team, you will be sent a set of instructions to be sent to your IT department to be implemented. Once the DNS is verified on our end, your ThankViews will be able to be sent from your organization’s domain email, which adds a personal touch to your ThankViews.

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28
Q

Dynamic Personalization

A

we can take a single video and make it truly unique by creatively inserting the recipient’s name, gift amount, designation and more directly into a ThankView tailored just for them.

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29
Q

Email Replies

A

Your recipients can reply to your ThankViews via email. This feature can be turned off in the Page Setup of your ThankView campaign.

30
Q

Embedded Giving Form

A

This is a feature where you can put your organization’s donation page directly into a ThankView. Your recipients can donate to you organization right in the landing page of their ThankView.This feature can only be found in the Appeals/Solicitations campaign type.

31
Q

Endowment Reports

A

A financial summary of each fund’s balance, disbursements, and growth for the fiscal year.

32
Q

Engagement Map

A

On the metrics page, this will show you where your recipients are opening their ThankViews.

33
Q

Engagement Score

A

These stars are based on a ThankView algorithm that measure the level of interaction of a recipient with a ThankView they were sent. This algorithm is able to identify your most valuable recipients.

34
Q

Enterprise

A

This is the top-rated subscription package of ThankView, which includes all of the features that ThankView has to offer. Enterprise partners have exclusive access to new features as well as the highest level of customization available on our platform. For more information, schedule a demo with us at www.thankview.com/demo

35
Q

Envelope Builder

A

This feature allows you to create your own envelope, which includes the colors of your choosing, your logo, and other design elements. You can also send the ink to another person on your team who is in charge of Design and/or Marketing.

36
Q

Envelope Format

A

This feature allows you to create your own envelope, which includes the colors of your choosing, your logo, and other design elements. You can also send the Envelope Builder link to another person on your team who is in charge of Design and/or Marketing.

37
Q

Event Related Campaign

A

Whether it’s a fundraising gala or the homecoming game, send guests a ThankView to remind them and build excitement. You can even include a link to RSVP as the call to action button in the message portion of the ThankView.

38
Q

Evertrue

A

You can activate this integration to push ThankView views, shares, and engagements into this integration where you can easily filter with other donor data.

39
Q

Facebook Community Page

A

An amazing part of ThankView are our partners! Our Facebook community is a great place to learn from and collaborate with other partners to make your sends even more incredible. Go to https://www.facebook.com/groups/1711432225574523/?fref=mentions&__tn__=K-R to join our Facebook Community to interact with the ThankView team and our partners from different parts of the world.

40
Q

Favorites

A

This is a tab in the Video Library that stores videos that are favorited by a user. You can add tags to a video to further organize your videos e.g. givingday, or alumni. Tags make it easier to search among videos. The title and thumbnail can be changed on this tab.

41
Q

Filter

A

This tool allows you to sort your contacts using different filters. You can filter whether you want to look at recipients that were considered undeliverable, reported spam, unsubscribed, valid emails, and by engagement score ratings. You can find this in a campaign or the Contacts tab. You can press the “Filter By” button.

42
Q

First Name

A

One of the required fields in a recipient’s data in order to be saved into a campaign. To add a recipient, you need to put in a First Name and Email or Phone number. The First Name is also included as a merge field so you include a recipient’s first name when addressing them in the campaign.

43
Q

Folder

A

You can create a folder within your Video Library to keep your videos organized to your liking.

44
Q

French Feature

A

This feature allows you to send your ThankView in French. This will change the Unsubscribe language on the bottom of the email and will change the text on the “Share,” “Reply,” and “Save” buttons.

45
Q

Gift /

Anniversaries Campaign

A

This campaign category lets you send a ThankView on different dates i.e. for a donation anniversary or any specific recurring date. For each recipient data, you will need to insert a date and that date is when your ThankView will be sent. You can schedule this up to a year in advance.

46
Q

Integrations

A

You can connect your ThankView account with various CRMs, such as Salesforce and EverTrue.

47
Q

Intro Theme

A

This part of the video sequencing is considered to be like the opening credits of your video. This feature is optional so you do not have to include it if your video already has an intro. There are different themes for different occasions including giving days, birthdays, and generic themes you can choose from.

48
Q

Landing Page

A

This is the page your video opens on after the recipient clicks into the ThankView email/textst. You can customize this background if it is part of your package or for an additional fee. Contact support@thankview.com for more information.

49
Q

Last Donation

A

This is a field in the recipient data that pertains to the last donation that the recipient made to your institution. This can later be used as a merge field to further customize your ThankView message.

50
Q

Last Name

A

This is a field in the recipient data that pertains to the recipient’s last name. This can be used as a merge field in a campaign. We recommend to have first and last name separated in the recipient data so you can choose how formal or informal you want to be in a ThankView campaign.

51
Q

List

A

This feature helps to organize contacts into different groups. In turn, you can easily choose between “lists” when you are adding recipients to a campaign. You can access your lists for later campaigns.

52
Q

Live Chat

A

If you have any questions or need assistance with the ThankView platform, you can chat with one of our representatives via the Live Chat.

53
Q

Merge Fields

A

This is the recipient data that is used to customize the messaging in a ThankView campaign. You can choose which fields you want to include in the email messaging and the landing page description. You can only include merge fields in the text boxes that have “Insert Merge Field.” These fields include: first name, last name, title, email/phone number, notes, donor ID, ask amount, last donation, designation, and years giving. Intercom has a similar feature to this and refers to the feature as “attributes.”

54
Q

Metrics

A

ThankView provides downloadable metrics that include bounced, unsubscribes, opens, clicks, started video, completed video, CTA clicked, number of views, downloads, shares and replies. When these metrics are exported, you can also find a link for the recipient’s ThankView video and a link for the video on the landing page.

55
Q

Metrics Account

A

This is a permission level that allows a user to view the metrics data of all the campaigns.

56
Q

Notes

A

This is a field in the recipient data that is freeform with a 500 characters limit. You can include any information about a recipient in this section. This can be used as a merge field to be included in a campaign as further customization. This information will also appear at the top of video screen as you are recording to serve as a quick prompt while in the midst of recording.

57
Q

ODDER

A

On Demand Digital Endowment Reports. You can securely deliver your endowment reports online. You can share password-protected reports paired with personalized videos to surprise and delight donors.

58
Q

Open Rate

A

This is calculated by dividing the number of recipients who open their ThankView email or text by the number of ThankViews that were sent in a campaign.

59
Q

Organizer

A

This is a permission level that allows a user to add recipients to a campaign.

60
Q

Outro

A

the image that is displayed at the end of your video. You can choose what logo or image you would like to include at the end of the video for every campaign. You also have the option of removing it.

61
Q

Performance Dashboard

A

On the metrics page, includes a group of data visualizations that indicates how well your campaigns are doing. You can view how many of your ThankViews were sent, delivered, opened, etc. Additionally, you can view an engagement map, engagement scores, and other metrics that help you analyze the performance of your campaigns.

62
Q

Portal

A

This is an organization’s branded ThankView platform. Multiple users can be added with different permission levels. All of your ThankView campaigns and metrics will be stored on this.

63
Q

Preview

A

This button is available so you can view what your ThankView will look like while you are working on a certain step of a campaign.

64
Q

Recipient

A

This is the person that is being sent a ThankView email or text. To add a recipient, you have to upload a First Name and email address or phone number. Recipients for all campaigns can be found under the Contacts tab or can be organized in a List.

65
Q

Recorders

A

This is a permission level that allows a user to record a ThankView video for recipients. Have the ability to attach a video to recipients and upload videos to their ThankView portal. Admins and creators have the ability to approve or veto a video from a recorder.

66
Q

Salesforce

A

This integration is a one way integration where ThankView syncs ThankView data into it. The data is matched up to a contact or a lead using the email to identify the record. Your ThankView data is updated and synced to your integration instance every 2 hours.

67
Q

Secondary Action Buttons

A

These buttons are found on the Landing Page of a ThankView under the video and message. There are four buttons to choose from: Email Replies, Video Replies, Downloading, Sharing. You can turn any of those off/on. If you choose to change your ThankView to another language these buttons will be changed to that language.

68
Q

Send Test

A

We always recommend! This feature can be found on the Send page of a campaign. This button will send a test email to the email that is logged in at that moment, so you can see how your ThankView will look like before you officially send to all your recipients.

69
Q

Sender

A

This is a permission level that allows users to approve and send ThankViews.

70
Q

Sender Email Address

A

This is the email address that the ThankViews will be sent from. The default email is hello@thankview.com. After a DNS is implemented, you can change this email in the Setup page of your ThankView campaign. Please refer to “DNS Implementation” to find out how to send from your organization’s email domain.

71
Q

SFTP

A

SSH File Transfer protocol, also known as Secure FTP. This is a popular method for securely transferring files over remote systems.

72
Q

Shareable Link

A

For the Video Request Campaigns, you can generate a this to send out your request

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