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Crash Course in Online Activismlhscbrgt8qrvpjzm6e3k3a7ygqdno6u0Crash Course in Online Activism

By misty on April 26, 2013
(English → 中文) View original
Translators:

Are you creating an online campaign with a group of young folks? Are you interested in becoming an activist?noi3gpubxisato8w5rlyfpat1lrty6vc

If you have an important story to share online, start here!93aru0zd9j05fwiwz3ptmhnp1k9hnolm

Watch the video to get the 3 minute e-Advocacy crash course, What is e-Advocacy?wz5ng1asaj27mgjj76mdfg44ldnjm7z9, produced by Jennifer Dueñas from the Ryse Center’s Youth Organizing Team in Richmond, California. The video breaks down the ‘Four Processes for Sustainable Online Impact’ and let’s you know how to get the word out online.qtyi821b1qtu929ma1e0g85lexhrmqc2

What is e-Advocacy?wz5ng1asaj27mgjj76mdfg44ldnjm7z9

Produced by Jennifer Dueñas from the YO Hubaks70wqa0wsag3cnpidy0n3anfac64j6

CANFIT says, “Props to Ryse Center’s Organizing Hub for a fresh video on E-advocacy and online organizing!” We couldn’t agree more!bm9nokc11r1s6130aerzjnro2bmtrvas

We have a huge admiration for the Richmond Youth Organizing Team, CANFIT, and the Ryse Center in Richmond! Through a series of workshops and trainings, Aspiration had an amazing time working with them to build momentum for increased youth involvement in online organizing. CANFIT’s MO Youth e-Advocates Project engages youth in “e-Advocacy” and works directly with youth to expose them and their adult allies to the fast-evolving world of “online campaigning”. 3blr9a800zgfcuq9sja4qk70pgwgu8foCheck out more information from CANFIT on the Youth E-Advocacy project: http://canfit.org/our_work/programs/eadvocates/o7cf6lwlt0otykjrnvfzyvkf7fwn2qph

Download training materials on the Four Processes for Sustainable Online Impact.d9nbxlom7w0b4t9wtczhx7y108jspxnt

Follow the @RichmondYOT on Twitter to keep up with their game changing and community building work!27jfqnyqqdwg2gw8row4dor8fdmaiawa

(original) View 中文 translation

Are you creating an online campaign with a group of young folks? Are you interested in becoming an activist?

If you have an important story to share online, start here!

Watch the video to get the 3 minute e-Advocacy crash course, What is e-Advocacy?, produced by Jennifer Dueñas from the Ryse Center’s Youth Organizing Team in Richmond, California. The video breaks down the ‘Four Processes for Sustainable Online Impact’ and let’s you know how to get the word out online.

What is e-Advocacy?

Produced by Jennifer Dueñas from the YO Hub

CANFIT says, “Props to Ryse Center’s Organizing Hub for a fresh video on E-advocacy and online organizing!” We couldn’t agree more!

We have a huge admiration for the Richmond Youth Organizing Team, CANFIT, and the Ryse Center in Richmond! Through a series of workshops and trainings, Aspiration had an amazing time working with them to build momentum for increased youth involvement in online organizing. CANFIT’s MO Youth e-Advocates Project engages youth in “e-Advocacy” and works directly with youth to expose them and their adult allies to the fast-evolving world of “online campaigning”. Check out more information from CANFIT on the Youth E-Advocacy project: http://canfit.org/our_work/programs/eadvocates/

Download training materials on the Four Processes for Sustainable Online Impact.

Follow the @RichmondYOT on Twitter to keep up with their game changing and community building work!



Pain, Passion, Fame, and Funytcn6rj7wwquy9hdg990rd27gu5nmv1aPain, Passion, Fame, and Fun

By misty on January 2, 2013
(English → 中文) View original
Translators:

Have you been thinking about how to get people to care about the information you are putting online?iosqlky0g680xwd9l46mzh4zj9il13u9

As you begin the process to engage people in the offline or online world, you have to figure out how your messaging reaches the people you care about by tapping into what they actually really care about. On top of that, you have to figure out not only how to reach your audience but also to balance the priority of these messages for your staff’s work time.tenkdat6edypu8n7azotuvv3z7xnwpbg

Of course, this is easier said than done.kf4fdd5yxbpx3fyaz24j1e2na9a62gjd

To help get through this hurdle, we have a couple filters we like to run our online messages through to really think if the content might be engaging, based on what we are trying to get done vs. what other people’s motivations really are. We named these so-called “filters” the two P’s and two F’s.j86fpw6c2gfzm7r916glci4xjqikvtx5

What do we mean by that? Let me tell you.nngmmpufwh5v9gjsejlhlb0c292alcqy

The 2 P’s and 2 F’s are ways to think about if your online messages inspire action and give value to your constituency. We describe them as the following:dnezlsm7xxdlh5uvkl179tndu9vr8kwb

Paineu978xpwcp2zxqo1dnml9pfoouaeonct Paineu978xpwcp2zxqo1dnml9pfoouaeonct is motivation. What causes your people pain? and; what encourages them through their struggle?
Passionetox6ktgv3ixv4snqazj3oq87dxdxk61 Passionetox6ktgv3ixv4snqazj3oq87dxdxk61 drives the work. Tap into your people that care about what you care about.
Fame3opa06nnjny7m3e8g0rb2bi29w0aworp Weave your community into your messaging. Give people online fame and draw attention to things besides yourself.mu2imbqtgx5lk67d9jb7368ukywdtq75
Funn0x8qyb0v7c0zr112ldll20neibh9t5m Celebrate your work! Convey the joy and emotion in what you’re doing.diwlqj4ten2qpyc396uc93oooj5hwjt0

PAINeo8tcn7ibf945j6r27vqagxh031lbm8g


To understand your stakeholders is key. An easy way to start is by asking, What causes them the most pain? What needs are not met in your community?5o76bqiscdhuv8zt8acgyy3isndlyuxu

Find common areas of pain among your people. Then, use this knowledge to identify how those pain points are being messaged in your website and your email newsletters. Figure out points of crisis or injury to identify points of need.jsvqd3yakr7fpwsy8ml0ko26cpiw0sha

PASSIONkg8gzqjhz1wtnh43ko5x32uhoafjzdy9


There are always a group of people that care about what you are working on. The goal is to tap into that passion that already exists in your network and give voice to the people that are feeling what you are feeling.yxiqln01uhoiszdxtu946w89u60pnhtc

When you tap into people’s passions, make sure to always give them the opportunity for a small amount of ownership (Tag in a photo, Name check, Invite to an event as a guest, Ask to share with friends). The act of acknowledgement will give you the space to build an online presence engaging folks with continued small, well-defined asks. This leads us to Fame3opa06nnjny7m3e8g0rb2bi29w0aworp

FAMEsup9z0yw7g4mmehju9c72o8o56udzp9i


Weave your base and your community into your online narrative and messaging. Organizations are in a paradigm where they have to talk about themselves and their successes for funding purposes. How can we turn this around and highlight people in your network that are doing amazing work around the issues that you’re collectively working on?42llr9ck55db2q9z2mufg3ib3nagev98

    Use Fame3opa06nnjny7m3e8g0rb2bi29w0aworp to bridge Online and Offline Work

  • If you want people to come to your protest – you better have gone to a couple of protests.ke2tkxz0bojb2xnmzv2xlpf6foouzni9
  • Making people part of your narrative in a noncommittal way through social media and online communications gives them “fame” and by default engages them more.i8ntfg0ezssdl8y3ihfhwbig6of9siy1
  • Using the jpeg – posting people’s pictures on the Internet invokes the feeling of getting your name or picture in the local paper. It builds excitement, engagement, ownership.2t4sl54n1ojec68h3euixu6u33t8wapo

FUNlzzi7s7cyy8trr1mfyewg8ynxoqdcwnn


You must convey the joy in what you are doing, even when you are working on serious issues. Look for the celebration of life or paint a narrative around what happens when your message/movement works. Build a transactional relationship that highlights the best case scenario and shows what the world can be – based on what actions that you want people to take.1t10jt882khcskumykqgrc0fonhrn82f

People want to join movements that look like they are having fun.khe8nfbfhu6r8n599lsuaqa808vcluhw

Value Delivery is Keybzulni3piaezgcyuyo8ky8f9s87uqj5r

The 2p’s & 2f’s can be used to not only continue to engage already existing networks but also GROW networks by connecting with more people, which we sometimes forget or find too hard to do.a71cj3nnaz75sh729nw99zf5mlf4plwp

At the end of the day, no matter what tricks or tips we apply, we must remember to always ask ourselves what value we are providing or creating for the people we are serving and if it’s what they really want.1pipiozxbgfej7i4yqdzgh47fnrmcck3

Special Thanks to notetakers from the CA Tech Fest in Fresno and Gunner for providing thoughts on this blog post.zj27dozbg2nxkhsmhboi82oy5lhinnyc

How do you motivate your people? What really gets them interested?3cy4bj6gfoggz31v3i6jziyysgzkiwkb

We’d love to hear more ideas!9zm9jzff6y7bbhbri5wwxqxzhe5civpi

(original) View 中文 translation

Have you been thinking about how to get people to care about the information you are putting online?

As you begin the process to engage people in the offline or online world, you have to figure out how your messaging reaches the people you care about by tapping into what they actually really care about. On top of that, you have to figure out not only how to reach your audience but also to balance the priority of these messages for your staff’s work time.

Of course, this is easier said than done.

To help get through this hurdle, we have a couple filters we like to run our online messages through to really think if the content might be engaging, based on what we are trying to get done vs. what other people’s motivations really are. We named these so-called “filters” the two P’s and two F’s.

What do we mean by that? Let me tell you.

The 2 P’s and 2 F’s are ways to think about if your online messages inspire action and give value to your constituency. We describe them as the following:

Pain Pain is motivation. What causes your people pain? and; what encourages them through their struggle?
Passion Passion drives the work. Tap into your people that care about what you care about.
Fame Weave your community into your messaging. Give people online fame and draw attention to things besides yourself.
Fun Celebrate your work! Convey the joy and emotion in what you’re doing.

PAIN


To understand your stakeholders is key. An easy way to start is by asking, What causes them the most pain? What needs are not met in your community?

Find common areas of pain among your people. Then, use this knowledge to identify how those pain points are being messaged in your website and your email newsletters. Figure out points of crisis or injury to identify points of need.

PASSION


There are always a group of people that care about what you are working on. The goal is to tap into that passion that already exists in your network and give voice to the people that are feeling what you are feeling.

When you tap into people’s passions, make sure to always give them the opportunity for a small amount of ownership (Tag in a photo, Name check, Invite to an event as a guest, Ask to share with friends). The act of acknowledgement will give you the space to build an online presence engaging folks with continued small, well-defined asks. This leads us to Fame…

FAME


Weave your base and your community into your online narrative and messaging. Organizations are in a paradigm where they have to talk about themselves and their successes for funding purposes. How can we turn this around and highlight people in your network that are doing amazing work around the issues that you’re collectively working on?

    Use Fame to bridge Online and Offline Work

  • If you want people to come to your protest – you better have gone to a couple of protests.
  • Making people part of your narrative in a noncommittal way through social media and online communications gives them “fame” and by default engages them more.
  • Using the jpeg – posting people’s pictures on the Internet invokes the feeling of getting your name or picture in the local paper. It builds excitement, engagement, ownership.

FUN


You must convey the joy in what you are doing, even when you are working on serious issues. Look for the celebration of life or paint a narrative around what happens when your message/movement works. Build a transactional relationship that highlights the best case scenario and shows what the world can be – based on what actions that you want people to take.

People want to join movements that look like they are having fun.

Value Delivery is Key

The 2p’s & 2f’s can be used to not only continue to engage already existing networks but also GROW networks by connecting with more people, which we sometimes forget or find too hard to do.

At the end of the day, no matter what tricks or tips we apply, we must remember to always ask ourselves what value we are providing or creating for the people we are serving and if it’s what they really want.

Special Thanks to notetakers from the CA Tech Fest in Fresno and Gunner for providing thoughts on this blog post.

How do you motivate your people? What really gets them interested?

We’d love to hear more ideas!



Making a ‘Tweet This’ Button with # and @

By jessica on September 5, 2012
(English → 中文) View original
Translators:

Are you trying to set up a “Tweet This” link in your email newsletter but it keeps looking funny or not including all the text?vqzmo36o3ay68svvtx2nm2xffk75hsp2

Last year, Matt wrote one of Social Source Common’s most popular blog posts that details Creating “Share This on Facebook/Twitter” Links.
The post includes what code is needed to create an auto-tweet or auto-share link.
aiiwcl7v9yv5i01nmaw4966wc7rl0tq0

In this post we will dive deeper into “tweet this” links, including:7xfnfygbh76802roh5mv7j5t468811oz

Why not use the buttons supplied by
Twitter button builder?
67ftwitnf34dixz1lb1hpbh8j1mi49d1

Twitter offers an “easy” way to create your own button and twitter developers provide information about creating and using tweet buttons. The problem with buttons built in Twitter’s button generator is that they require Javascript. While this works fine for websites, Javascript is either stripped, or disabled in most email clients, because it is commonly used by spammers. So, if you include a ‘tweet this’ button in your HTML email newsblast it is likely that it just won’t work. jweuezu5krp8hlz3oxbumvvvkaxfswy2Also, your email blasting service may flag any HTML code containing Javascript.393a4r01wt31ur4ws1x56nvgpfqn63c0

Why do I have to use these special characters just to do a #jfiir9ynzwt2jr73d6w5dcnmh6syu103&%@yvb8016llquv7ht6u9ngvchzrxwh1mtq tweet?xa73h3gu3oyieba9jln4jthae23zvmhi

When you create a “share this” link on twitter starting with
http://twitter.com/share?text=…“> you are creating an URL that leads to a tweet composition page where text is already entered. That means that the text you want to show up in the tweet needs to be part of the link.m8mps59y5od5cyy4iy391btjt98060aj

When you pass information through an URL link, you need to make sure it uses only allowed characters like:e0tkcbmvxapnpd5mq8q972brthhr4m28

  • letters0tphs6a0wf055zdddf8ryimrfuhthu57
  • numbersbgoj4g79hpb0e7lkv54mu1bj1oxsjqil
  • special characters that have meaning in the URLa5da0196rfmo8uurolsaoabevinj0981

Any other characters in your tweet link will mess things up.cmgh6reiyegu951uiukgpxwvfshwq8as

For instance, sometimes we use a / symbol when we make a tweet to save precious character spacerz1qnafgp3t8tdlah7std722luzmpxy7s, like “I have a love/hate relationship with my office chair.” Usually, this works fine. But, we cannot put a / symbol in a ‘share this’ tweet link in email newsletters0tphs6a0wf055zdddf8ryimrfuhthu57. The / symbol is mistaken as something else and your ‘tweet this’ link will not work properly. To that end, we must use other funky ways to tell the code exactly what we want. It’s pretty easy once you get the hang of it, I promise.

This funky thing we do so we can use symbols in our tweet is called “URL encoding“. URL Encoding is special combinations of characters in a URL that are interpreted as other characters.5rvazpftl27nzrdnvqt8wzf7knjukjgf

Share on Twitter Links that include #jfiir9ynzwt2jr73d6w5dcnmh6syu103 and @yvb8016llquv7ht6u9ngvchzrxwh1mtqkmat45fglm1hxmlpfrs31g8luxmexvo7

Creating a HTML link to automatically fill in some Tweet text is pretty simple and you will avoid all that Javascript trouble. You just need to know some additional code to stick into the HTML link code. You may want to check out Matt’s original post about creating share this on twitter links first.3gh8bf2bfox99s70juev1pqnh1w3aii3

Some of the most common symbols needed for a good tweet are also those that cause problems in the URL code. They include the #jfiir9ynzwt2jr73d6w5dcnmh6syu103">#jfiir9ynzwt2jr73d6w5dcnmh6syu103Hashtag symbol and the #jfiir9ynzwt2jr73d6w5dcnmh6syu103functionality">@yvb8016llquv7ht6u9ngvchzrxwh1mtqMention symbol.swvvmydfx5tw8wduhotz0o1uvoi32dak

Common Characters for a Tweet:xlw1mvl52vo2zv2teq65srsh4fzk4b8r
URL Encodingl5ofddv6fr0k4nsgk7qn8m6ly8mqrh63 Characterxaoh7nseijtevuim2f4im5dc1j16tcig Descriptionh8rowwf8pin3xn7pf6wo6bhckbej2cl9
%20yckob0i8mt0w26vnizfhzowt1j36o3mc spacerz1qnafgp3t8tdlah7std722luzmpxy7 a spacerz1qnafgp3t8tdlah7std722luzmpxy7 between words in a tweet
%23ueq50rom31hkwiihp7u5yisj7w6bpe3a #jfiir9ynzwt2jr73d6w5dcnmh6syu103 hashtag to categorize tweetgbx1w7grhgnwh4x5w7cz0thirgvi6v7c
%40cob2jngehi08g04pgqbtmaaekqxk17x4 @yvb8016llquv7ht6u9ngvchzrxwh1mtq at sign to mention another twitter userx30ze4qjdxnkjm1d5qunokzcm9l8i5j5

Let’s take a look:uzei128ovhiehi9x89bhb2b9fk7cvzrg

To make a link that works, just replace spacerz1qnafgp3t8tdlah7std722luzmpxy7s and special characters in your tweet text with their URL encoding equal.

That sends the user to this:vl6vr85c2ieuvn0y3uxfi3bnez79kef6

Example Share This Tweet

…use the following code:knhr1rfugw7u0ep29chfgxp9p9uwpkdz

  • Blue is the HTML codemrd3kohfzhlbgtynfg9v3sgl7ki2tdw6h174elhadgg8mo80bhsb4ka85e2aoyxw
  • Green is the code that gets Twitter to generate a tweet through a linkgevndzw62sfopjocxo58zcnctey1e8rkwel5i1zedit2ljf2c0r48ilmx54c0r4m
  • Purple are the URL encoding reserved charactershdyckpjzrqqurcvfafewiz8ub6sd4ptcdmawemjc5849fpos6gyb293htiu4ztd3
  • Red is the text of the tweetyln3z9lyjg2j40mnlwmlc9rqpjjo4sktuuz5aolaxxfxrdehhx40d0ld5ukdydki
  • Orange is the URL that will be included in the tweeti18snh89qxv65bt7y4v8uvu7qsczcqlkvbkuzeqm3wqlto32b5d5e56uo4ep6c4s
  • Black is what the link will say4pngi12yrx1gu8cdsloi2sah20plg9mb

Make a Buttonv3q2jnebyhbtwamoqj0d9xd5ze0zrpnd

If you want to make it a button, just make the link an image instead of text.fjb97d0m4xngfls8krqj9jglz5bsyn53

Use code like this:pehkfqhthx9i0yrmwytkzc58ybh1z2qf

  • Blue is the HTML codemrd3kohfzhlbgtynfg9v3sgl7ki2tdw6h174elhadgg8mo80bhsb4ka85e2aoyxw
  • Green is the code that gets Twitter to generate a tweet through a linkgevndzw62sfopjocxo58zcnctey1e8rkwel5i1zedit2ljf2c0r48ilmx54c0r4m
  • Purple are the URL encoding reserved charactershdyckpjzrqqurcvfafewiz8ub6sd4ptcdmawemjc5849fpos6gyb293htiu4ztd3
  • Red is the text of the tweetyln3z9lyjg2j40mnlwmlc9rqpjjo4sktuuz5aolaxxfxrdehhx40d0ld5ukdydki
  • Orange is the URL that will be included in the tweeti18snh89qxv65bt7y4v8uvu7qsczcqlkvbkuzeqm3wqlto32b5d5e56uo4ep6c4s
  • Aqua is the image linkmc48muxwpj6p3xkglcv93bmpu6dk8zpk
  • Black is what the link will say4pngi12yrx1gu8cdsloi2sah20plg9mb if pictures are not loaded

What other tips or tricks do you have for creating “share this” links or buttons?yxm8li2ji79nct4vsgwpvir11bavaryz

 k80n1cr6zb1orxclwnvq3fj0nnre4yjf

(original) View 中文 translation

Are you trying to set up a “Tweet This” link in your email newsletter but it keeps looking funny or not including all the text?

Last year, Matt wrote one of Social Source Common’s most popular blog posts that details Creating “Share This on Facebook/Twitter” Links.
The post includes what code is needed to create an auto-tweet or auto-share link.

In this post we will dive deeper into “tweet this” links, including:

Why not use the buttons supplied by
Twitter button builder?

Twitter offers an “easy” way to create your own button and twitter developers provide information about creating and using tweet buttons. The problem with buttons built in Twitter’s button generator is that they require Javascript. While this works fine for websites, Javascript is either stripped, or disabled in most email clients, because it is commonly used by spammers. So, if you include a ‘tweet this’ button in your HTML email newsblast it is likely that it just won’t work. Also, your email blasting service may flag any HTML code containing Javascript.

Why do I have to use these special characters just to do a #&%@ tweet?

When you create a “share this” link on twitter starting with
http://twitter.com/share?text=…“> you are creating an URL that leads to a tweet composition page where text is already entered. That means that the text you want to show up in the tweet needs to be part of the link.

When you pass information through an URL link, you need to make sure it uses only allowed characters like:

  • letters
  • numbers
  • special characters that have meaning in the URL

Any other characters in your tweet link will mess things up.

For instance, sometimes we use a / symbol when we make a tweet to save precious character spaces, like “I have a love/hate relationship with my office chair.” Usually, this works fine. But, we cannot put a / symbol in a ‘share this’ tweet link in email newsletters. The / symbol is mistaken as something else and your ‘tweet this’ link will not work properly. To that end, we must use other funky ways to tell the code exactly what we want. It’s pretty easy once you get the hang of it, I promise.

This funky thing we do so we can use symbols in our tweet is called “URL encoding“. URL Encoding is special combinations of characters in a URL that are interpreted as other characters.

Share on Twitter Links that include # and @

Creating a HTML link to automatically fill in some Tweet text is pretty simple and you will avoid all that Javascript trouble. You just need to know some additional code to stick into the HTML link code. You may want to check out Matt’s original post about creating share this on twitter links first.

Some of the most common symbols needed for a good tweet are also those that cause problems in the URL code. They include the #Hashtag symbol and the @Mention symbol.

Common Characters for a Tweet:
URL Encoding Character Description
%20 space a space between words in a tweet
%23 # hashtag to categorize tweet
%40 @ at sign to mention another twitter user

Let’s take a look:

To make a link that works, just replace spaces and special characters in your tweet text with their URL encoding equal.

For a link like this: Share This on Twitter

That sends the user to this:

Example Share This Tweet

…use the following code:

  • Blue is the HTML code
  • Green is the code that gets Twitter to generate a tweet through a link
  • Purple are the URL encoding reserved characters
  • Red is the text of the tweet
  • Orange is the URL that will be included in the tweet
  • Black is what the link will say

Make a Button

If you want to make it a button, just make the link an image instead of text.

For a button like this: Tweet This

Use code like this:

  • Blue is the HTML code
  • Green is the code that gets Twitter to generate a tweet through a link
  • Purple are the URL encoding reserved characters
  • Red is the text of the tweet
  • Orange is the URL that will be included in the tweet
  • Aqua is the image link
  • Black is what the link will say if pictures are not loaded

If you found this post useful, go ahead and Tweet about it!

What other tips or tricks do you have for creating “share this” links or buttons?

 



Online Accounts Inventory: When Storing It in Your Head No Longer Worksihqv9tmqiwoz4a9if03zbb3r8c842nebOnline Accounts Inventory: When Storing It in Your Head No Longer Works

By jessica on June 25, 2012
(English → 中文) View original
Translators:

When I moved recently, I realized just how many companies and agencies there were that I needed to stay in contact with. I needed to contact them to update my information and I had little to use to figure out who those companies and agencies were.b4dvlin3yse6ai5bhj46y1d30rhclrfm

I started the process of updating my contact information for the companies that had recently contacted me, this strategy worked fairly well. But, as I found out in the next 6-9 months through e-mail and from my previous residence continuing to forward mail, there were some fairly important contacts that I missed by not having a definitive list to work from.fnwcjexgyawv4da35lliqnm5gokqas3f

“Do we already have an account with ___________?”ea3j3zpubp4ctlgn4q2z0jozpywqhz3m

Aspiration Online Accounts

As a nonprofit trying to work in the vast online realm, you may find your organization in a similar position as I did. Needing to update contact and login information without knowing for sure where all your online identities are located and maybe not even aware of all the different locations where organizational data is stored.u4kop30wy5o748y0z41h0wh2ghbetdke

Knowing where your data is stored is incredibly important because, as Matt explained in an earlier blog post, DATA IS YOUR MOST IMPORTANT TECH ASSET.2n3ud15b5rkp6bwx19o6t0aqimitzaor

In order to keep track of organizational online real estate and identities, along with what data is stored in those places, Aspiration has developed a simple spreadsheet. In this spreadsheet we list out all of the different places where organizational data is living and record the account information associated with those places.tga6g7iqyexp18lg9jtoisbgiurkefzy

Benefits of Knowing Where Your Data is Online2xqjx9tihc4x9feifm9v6ayzad3j044t

Just like knowing who needs to have your updated contact information in order to send you important stuff like bills. Keeping track of our online accounts in this way has really come in handy when:3iqi3gfa18wyidoe00ox7t5eqsz14fey

  • doing regularly scheduled password changes7b3f1tmxiuohxzwmnp6xy8xed5hlzn0x
  • figuring out if previous staff opened accounts on any platformo5ofwu5b5zx1hsp57t00rdj6mnqiuix8
  • closing online accounts that are no longer useda2xmt4tdhh5el1i52nnvhnd2m596j1pj
  • and when educating new staff about what data is stored in what online accounts.vy7a8fgytjds89bowiar8grzm5ae92hv

Essential Account Informationcartky0cy54ua2l7ymmbk3uawnkt3gf6

In general, we try to keep track of two different kinds of information for our online accounts. First, the basic essential information such as:njm4uovieuv17wdm6hm0fhlwulzvhkfv

  • What is the service or vendor?md74pped1g33qpn4p3ykq366338rsxt4
  • What URL do we use to access the account?7sgb4ikyv0uzdgzn2fmgze14m3szjzmh
  • What login information (username) do we need?b3c83d9mummit27w7n3z8uum8ha1x78z
  • Who has access to that information? Or Who uses this account regularly?d5bpqjddehwj1ihsa100rc0iowo00zh3
  • What contact e-mail is associated with the account?g23v5ujy8i4f6qrb5vneznvx6e7pq0rw
  • Fee for service informationp2j8mxu88zc5efkvty3m5njgyei7cqfs

DO NOT KEEP PASSWORDS AND LOGIN INFORMATION IN THE SAME DOCUMENT. Ever. End of story.itxkx5qx763duavu2u4b1kumgwhb9fhi

<span class=Essential Account Informationcartky0cy54ua2l7ymmbk3uawnkt3gf6" border="10" />

Second, we record information about the data that is stored with each online account, including:7g2pm4zvfgu86o48gyuohsa44t4krd3o

  • What kind of data is stored there, hosted data or analytics data?nan7h5ir23ka7hf802oqaevwebez3qih
  • What data are stored there?zf5stfxzndwmy6nwzakloyknzmbxn3uc
  • Is it backed up?id8zzn1tucpazhuzc1t87l550w5rd2em
  • How is it backed up?2tb66v6m1s1yjtk27a2wqq941oh431yw
  • How often is it backed up?15e61w7iofai34d29wxzkdcxto91gxe7

For security, it is NOT a best practice to keep track of where the data is backed up in this document.kqdnolbr8a11t14xbstzlvis833h0o4b

Account Data Information

Hosted and Analytics Dataijx51lu5deakucefdw5jvy3kg2cvt002

Its may be important to differentiate what kind of data is stored with an online account. In our experience, we can sort these kinds of data in two categories hosted data and analytics data.77lsr2lm4pjyo86u91dec72360j6uips

Hosted data is information that you put into a platform, such as website content into a content management system or an event desription into eventbrite. Keeping a back up of this information is important because it is data that took time to create. Losing this data would result in a need to recreate it, which means time lost.0t3cku0u7hcafyei99qq889c8bf4wu0m

Analytics data, is also very important to your organization, as it lets you know how your online efforts are working. This is usually data that the platform reports to you, like when facebook insights lets you know how many visitors your page has had. Its important to know how long the platform will retain this information and to regularly record the analytics data somewhere else, so you can track progress over time.n13ik98kbppy6x3hoslehshghkekfsxs

Try It, You’ll Like Itvi1vkticbnf6e3v1cdj4namz9k81jzl5

Now that you have an idea of what an Online Accounts Inventory could look like, and what information is important to keep track of about each account. Try making one for your organization! You may be surprised at how many online accounts your organization has when you take the time to write it all down.mjiqjwumdl5wnbp40gzcbbt1kmk2oqs1

Get started with this templateqg9xgpzp6mvar10nvam8kloxkml9er2u

Example of our Online Accounts Inventoryodnxqc339jznydhki80l73opasjauvj8

If you use this template to make an online account inventory for your organization, we would love to hear any feedback you come up with while working through the process.t5mjwfxkw5mcysxw0orsh627gye7zl7i

Do you have another way that you keep track of online accounts? Share it with us!ubzrz1irbwsqvdq1s7bozkthrzsawnmg

(original) View 中文 translation

When I moved recently, I realized just how many companies and agencies there were that I needed to stay in contact with. I needed to contact them to update my information and I had little to use to figure out who those companies and agencies were.

I started the process of updating my contact information for the companies that had recently contacted me, this strategy worked fairly well. But, as I found out in the next 6-9 months through e-mail and from my previous residence continuing to forward mail, there were some fairly important contacts that I missed by not having a definitive list to work from.

“Do we already have an account with ___________?”

Aspiration Online Accounts

As a nonprofit trying to work in the vast online realm, you may find your organization in a similar position as I did. Needing to update contact and login information without knowing for sure where all your online identities are located and maybe not even aware of all the different locations where organizational data is stored.

Knowing where your data is stored is incredibly important because, as Matt explained in an earlier blog post, DATA IS YOUR MOST IMPORTANT TECH ASSET.

In order to keep track of organizational online real estate and identities, along with what data is stored in those places, Aspiration has developed a simple spreadsheet. In this spreadsheet we list out all of the different places where organizational data is living and record the account information associated with those places.

Benefits of Knowing Where Your Data is Online

Just like knowing who needs to have your updated contact information in order to send you important stuff like bills. Keeping track of our online accounts in this way has really come in handy when:

  • doing regularly scheduled password changes
  • figuring out if previous staff opened accounts on any platform
  • closing online accounts that are no longer used
  • and when educating new staff about what data is stored in what online accounts.

Essential Account Information

In general, we try to keep track of two different kinds of information for our online accounts. First, the basic essential information such as:

  • What is the service or vendor?
  • What URL do we use to access the account?
  • What login information (username) do we need?
  • Who has access to that information? Or Who uses this account regularly?
  • What contact e-mail is associated with the account?
  • Fee for service information

DO NOT KEEP PASSWORDS AND LOGIN INFORMATION IN THE SAME DOCUMENT. Ever. End of story.

Essential Account Information

Second, we record information about the data that is stored with each online account, including:

  • What kind of data is stored there, hosted data or analytics data?
  • What data are stored there?
  • Is it backed up?
  • How is it backed up?
  • How often is it backed up?

For security, it is NOT a best practice to keep track of where the data is backed up in this document.

Account Data Information

Hosted and Analytics Data

Its may be important to differentiate what kind of data is stored with an online account. In our experience, we can sort these kinds of data in two categories hosted data and analytics data.

Hosted data is information that you put into a platform, such as website content into a content management system or an event desription into eventbrite. Keeping a back up of this information is important because it is data that took time to create. Losing this data would result in a need to recreate it, which means time lost.

Analytics data, is also very important to your organization, as it lets you know how your online efforts are working. This is usually data that the platform reports to you, like when facebook insights lets you know how many visitors your page has had. Its important to know how long the platform will retain this information and to regularly record the analytics data somewhere else, so you can track progress over time.

Try It, You’ll Like It

Now that you have an idea of what an Online Accounts Inventory could look like, and what information is important to keep track of about each account. Try making one for your organization! You may be surprised at how many online accounts your organization has when you take the time to write it all down.

Get started with this template

Example of our Online Accounts Inventory

If you use this template to make an online account inventory for your organization, we would love to hear any feedback you come up with while working through the process.

Do you have another way that you keep track of online accounts? Share it with us!



How Can We Make SSC Toolboxes More Valuable for You?7eifq4wdija54ev5nixkz3hr02ztm82kHow Can We Make SSC Toolboxes More Valuable for You?

By Matt on June 8, 2012
(English → 中文) View original
Translators:

Toolboxes on Social Source Commons are great. We love them. Users love them. They’re selling out shows on Wednesday nights. Amazing right? Well, I know that I’ve always had tweaks and changes that I’d like to make to the toolbox interface and I’m thinking that beautiful users like yourself might as well.2n75qqfvmkpq8ssjizt5qtgidqbmsg4k

We love SSC toolboxesqtdsg6ocdcym2pkyx4ji61fjk6hwsx98

The current setup for toolboxes on Social Source Commons gives you some great options to talk about the tools you’re using as a nonprofit or an individual.bq4zdhuf7v6hofuhry6dwtsx26zlzgj1

  • Add toolsa27z8idbu0fj885ht20y7yvpcor0ttgu

    It wouldn’t be a toolbox if you couldn’t add tools! SSC toolboxes allow you to search for tools right inside the toolbox and add the ones that are relevant to the toolbox’s topic.rv9hk1wozmol9jfgu6uzjkghk5iwm6v4

  • Custom Descriptionshv8ck4pyikwthq9j1rap72m1v6cerwjz

    Once your tools are in the toolbox, you can edit their descriptions (almost) any way you want. These custom descriptions only change the tool’s info within that specific toolbox. Outside of the toolbox, the tool’s description always stays the same. As a result, you can tell your story of using the tools by talking about how you’ve used them and adding links or images.qrtylqjb63ooirhthol2dopnq24r1s0i

  • Custom Descriptions

     5ov9ddtdogsx2aq1q4otobyscanni29eswlttxyzw42nff9uvspj3q8lrio8rrq9harbktc3p1ew9ybw6r1a17v7jlgsojpw

  • Add Resources & Documentationq9qo1w4vqhlmhnlycbzi6ojqbm99tqv9

    Other than tools, SSC Toolboxes let you link to relevant Documentation, Training, Community and Learning Resources so that people checking out your tools can get extra info that may be relevant to the toolbox’s function.6ls6ewnrvmc60gwyvftk0slik305m3aj

  • Add Feeds27yqg93rlzk8ulqkv9km3ik74nnhoiuh

    In addition, you can throw relevant RSS feeds into your toolbox as well to automatically pull in blog updates, Twitter Tweets, Facebook Page updates or anything else that may be of interest or attached to the theme of the toolbox.3rx63gp05ub9kiyxy5yn3zq211zx8922

  • Toolbox Share

     5ov9ddtdogsx2aq1q4otobyscanni29eswlttxyzw42nff9uvspj3q8lrio8rrq9harbktc3p1ew9ybw6r1a17v7jlgsojpw

  • Share it with the worldebviq742q5s016kdqncetjl0907fzai3

    Finally, what’s the use of a toolbox if no one knows it exists? SSC toolboxes give you a few ways to share toolboxes out with your social networks and existing audiences. With the Twitter Tweet and Identi.ca Share buttons, you can post a link to the toolbox to your stream for your followers to check out. In addition, each toolbox automatically comes with “Embed Code” so that you can embed your toolbox into the HTML of your blog, web site or online real estate.2hj5govjzg2we2ua4sksa931zhdqza6s

Ch-Ch-Ch-Changes1b3ntpwem2agxv4s6vwc3dnb8gm3t4kk

My motivation for changing SSC toolboxes was largely due to the layout and structure. Not satisfied with the current tab structure and other design-y issues that I think could be improved, I wanted to throw it out to all of you in the SSC Family to see if you had thoughts about the SSC toolbox, design or otherwise. Features that you would like to see, things you wish weren’t so hidden, help when implementing a toolbox… What would make SSC toolboxes more valuable for you?s3sivd9bfp5f9sbawn1b94njppvcqqv8

What would YOU like to see in an SSC Toolbox redesign?gm3dmdjuakyxejiwkn3t7gj50z0zddak

 5ov9ddtdogsx2aq1q4otobyscanni29eswlttxyzw42nff9uvspj3q8lrio8rrq9harbktc3p1ew9ybw6r1a17v7jlgsojpw

(original) View 中文 translation

Toolboxes on Social Source Commons are great. We love them. Users love them. They’re selling out shows on Wednesday nights. Amazing right? Well, I know that I’ve always had tweaks and changes that I’d like to make to the toolbox interface and I’m thinking that beautiful users like yourself might as well.

We love SSC toolboxes

The current setup for toolboxes on Social Source Commons gives you some great options to talk about the tools you’re using as a nonprofit or an individual.

  • Add tools

    It wouldn’t be a toolbox if you couldn’t add tools! SSC toolboxes allow you to search for tools right inside the toolbox and add the ones that are relevant to the toolbox’s topic.

  • Custom Descriptions

    Once your tools are in the toolbox, you can edit their descriptions (almost) any way you want. These custom descriptions only change the tool’s info within that specific toolbox. Outside of the toolbox, the tool’s description always stays the same. As a result, you can tell your story of using the tools by talking about how you’ve used them and adding links or images.

  • Custom Descriptions

     

  • Add Resources & Documentation

    Other than tools, SSC Toolboxes let you link to relevant Documentation, Training, Community and Learning Resources so that people checking out your tools can get extra info that may be relevant to the toolbox’s function.

  • Add Feeds

    In addition, you can throw relevant RSS feeds into your toolbox as well to automatically pull in blog updates, Twitter Tweets, Facebook Page updates or anything else that may be of interest or attached to the theme of the toolbox.

  • Toolbox Share

     

  • Share it with the world

    Finally, what’s the use of a toolbox if no one knows it exists? SSC toolboxes give you a few ways to share toolboxes out with your social networks and existing audiences. With the Twitter Tweet and Identi.ca Share buttons, you can post a link to the toolbox to your stream for your followers to check out. In addition, each toolbox automatically comes with “Embed Code” so that you can embed your toolbox into the HTML of your blog, web site or online real estate.

Ch-Ch-Ch-Changes

My motivation for changing SSC toolboxes was largely due to the layout and structure. Not satisfied with the current tab structure and other design-y issues that I think could be improved, I wanted to throw it out to all of you in the SSC Family to see if you had thoughts about the SSC toolbox, design or otherwise. Features that you would like to see, things you wish weren’t so hidden, help when implementing a toolbox… What would make SSC toolboxes more valuable for you?

What would YOU like to see in an SSC Toolbox redesign?

 



Data: Your Most Important Tech Assetkfyvkoaj10ibuakpttnorjrocpqgd44oData: Your Most Important Tech Asset

By Matt on June 1, 2012
(English → 中文) View original
Translators:

As much as we love tools here at SSC, we find that many nonprofits focus too much on them when thinking about their technology strategy and infrastructure. While tools are an important and necessary piece, it’s important that an organization focus on the more crucial piece of the technological equation: the data. When thinking about organizational technology infrastructure, data, or “the stuff” that an organization puts into tools to make them relevant, should be the focal point. zzs9ekfx2oalq3vb0f8ejcf4p9p7rv0hWhere does it live? How does it interact with other tools? How can you use it? Let’s talk a bit about why it’s more important than tools.3e2ytv3iwp00vtocdadasobjq9qfhfba

Data are Your Organization’s Lifebloodus4kbzfd2qtdevx4t765yawo451srutc

When someone says “data”, many people think of technical stuff like code, 1s and 0s, mathematical formulas and things that happen behind the scenes. Well I’m here to say Pish Posh. PISH. POSH.am7ko0y8pv1ey6pmvt0pregyd4solp7m

Data, my friends, are the contents of the work that you do at your organization. Everything from the web pages that you create to the contacts you make at networking events to the conversations you have with your boss through email. If you dig deep enough, many of these things are, yes, code-y and technical at a deeper level, but as an organization you can think of these data as the information that informs, defines and fuels your work.1isnp593debrzqywb8s1fij39i21ulom

Containers

Data are the raw materials that tools (e.g. CRM, web site CMSes, Facebook, email clients) use to be effective. Think of your email client (e.g. Outlook, Thunderbird, etc.) without your emails or contacts. Pretty useless, eh? Or think of your web site without the page text, pictures and customizations you’ve made. It would just be an empty skeleton of a web site, right?3uzlfefhpgq2ue3pgcxuzt2ow5v9rskl

Data are the real organizational assets.4xy233j8rtzl2uv3j8ce0brkckr8ukbp

Your organization’s data are what makes it do what it does. Tools act as containers that hold that data. The containers can change but the data are what stays the same. As a result, we advocate for organizations to take a data-centric approach to their organizational technology rather than a tool-centric approach.lq1kxm23efp4ln522u5ftxtu2jzmnwpz

WordpressSalesforce


Have a Data-Centric Technology Policy NOT Tool-Centricfhwe8vgsu5hv20gjbq7npdm0ljzrm4sr

Remember that tools change, break and developers stop working on them all of the time, whereas the data that your organization uses will continue to exist and grow. By prioritizing your data rather than tools, you’ll be focusing on the stuff that really matters rather than the container (tool) it’s currently sitting in.syooarfuplqjoz7ukdaus6h97xje964s

Many organization have budget line items for tools but few if any have budget line items for the amount of time, energy and money that goes into data creation and maintenance. Unfortunately, “data” can be an abstract and vague concept especially for budgets. 84toiahlzbpn82su43gfwemt7di6vvxtBut however vague it is, because it is the real asset, “nonprofits should center their technology strategy and resource allocation around the creation and curation of data, instead of fixating on the cost of applications and processors that edit and store that data.”jvoia1v9x1gcof2svzh5sbwg6chrbjyk

Think about Data When Choosing a New Tool8eywj2nabfscbpsxjg259nb30nmxg7ee

Ideally, all of this talk and stress about the importance of data is happening when you begin a relationship with a new tool (rather than figuring out what the situation is for an existing tool in your infrastructure). When looking at new tools to take on some type of function at your organization, here are a few things to consider as you prepare to send your data off into the big scary world:me8ony4c6vk2y7jrt46uvhpdo27mncs0

  • Plan for the day when you need to switch tools or the tool you’re using breakssjwtufcbenbfa3tnp9dpbp5vuzvvnaw5

    Can you get your data out (in other words, what are the “export” options)? How? What if Facebook accidentally deletes your page? What if your email blasting program breaks? Are you able to prepare for those eventualities by making a data backup?27qeg4qacd8jyvfd7dvuz33pg33z7300

    What about if a tool choice you made turns out to be bad? How do you move your data from one tool to another?8ve163hrl6zxsr8smj47yt28ojas8l67

    Migration

     603wvg0y3tswd4zogke6joapasafottk7og1imi48aqgt20sn4fq9emiw0injf2g

  • Make sure the backup of essential data is a well-defined process36ru40z73q0oykrmxsjyd91a3x3c8jg2

    If you are able to get your data out of the tool, do you know what you need to do to use it again in another tool? Is it using a universal filetype like .CSV or something that wouldn’t be intelligible even if you are able to get it out?hjnc8hht3sczexgngti9gpt4uo5d2bm9

  • Know the security and privacy implications for your data, your org AND more importantly your constituentsj34bv532nn30ndqj17wbz70ialid5lve

    What does the tool’s Terms of Service say about its use of your data? Are the data secure, private, encryptable? Who else is allowed to look at your data? In what legal jurisdiction are your data being stored? As a nonprofit with constituents, you have an obligation to keep their data safe and secure.si7fwafft7evofztzn7o6v366ibqyjdg

  • Find out ownership terms for you dataozz7z6ez6nn2tf859tbd96hfceexm590

    Are your data really yours? What do the Terms of Service say about ownership?umnc7n4fxxwf5bik5xj7pvffjtjo3lvo

Open Source Tools are a Data-Centric Org’s Best Friendq4xmsj3hsw6nsb9wx3nxb7up7qnva79r

Choosing tools that are good to you and your data can be tricky. You have to do your due diligence in making sure the container (the tool) for your data is going to treat it all right and let you have all the access you need. While you need to evaluate what your different tools are doing with your data no matter what, Open Source tools generally put you on much, MUCH more steady of a foundation.xnp02kv16s05g3zjl3qxa2rcjja1ze8m

  • Open means transparent
    3tdnr04hf2r0azrf0qfaqs7cqzgtydcs
    OpenSource The nature of open source technology is that anyone can see how it works.nrhdy99bm136bbgivz7g9gtur9ao7cxl

    This means that every aspect of an open source tool is out in the open for the entire world to see.ougbmxdlowdq2rqwywmith0r77onbn7q

    No backdoors installed for the government to snoop and no software developers coding secret pieces to gather data on your use.zktneor9334xh3ic5847od9dnnm77a6x

  • Not tied to one personbtog6w5fjsumxfaavlnwj9ji4l2a3fo4

    Because anyone can dig around in an open source tool and learn how it works, there are many open source tools with very large communities of developers and users who are super familiar with it and can help you out. This, in contrast to a custom-built tool that may do exactly what you want but if the relationship with the developer goes sour, you’re trapped with its functionality, price hikes for services and schedule because no one else knows the tool but the person who made it.xmke59ckifn5vkj11tnxb7u19z3vh7t5

  • No profit motiveg61usygbksfol0sw37kyb80f6egukzkr

    When you buy a proprietary tool like Adobe Creative Suite or Microsoft Office, those companies are making money. They’re in the business of selling software. Money is their bottom line and motivation. With open source tools, on the other hand, because anyone can see how the tools work, most of the developers aren’t are out to make money, they’re more about supporting users with functions that they need to get real work done.5u7iiwpsbl6kyekbiuauayzyeumnlypg

All of these factors (and many others) lend more transparency how tools are manipulating your data and give you more freedom in terms of how you can get it out. We strongly recommend whenever possible, especially as a nonprofit to choose open source tools.gklts5ly9afavrus8qt26vamvtl8i4qo

How Can Our Organization Get On Top of Our Data Management?ukuldj1imq7y083l0vw8965vjpne6p3q

Ok, so now we’re all freaked out about tools throwing our data around.gy4sauplgrecmhemc71mhz0r0ookvqv1

What do we do about it?9phl33l9eg522to2k3ktvwsx06n6swes

  • Put together a “data inventory”gdn9tkc8n9xxf8yzz8apu4sgq4thte2z

    Open a spreadsheet and start listing all of the places that your organization has data. Think of communications tools, project management tools, online real estate, white boards, photo albums… Have the spreadsheet account for the following:e68rn2dmadnzy19h0cmr5qc7glkv4qg9

    • Where are all the places your organization has data living?viari3ezxze1hb1hkyyayuwip3brfkv0
    • What data are stored there?d6nzmqzoc93feevmvh07zqos1npuv6az
    • Who has access?xv0pqvkvrjatuipa712l04gld8mzcr9z
    • Is it backed up?xjvxc0nk6tzqr3ifilm0i0pwosi3acoy
    • How is it backed up?1cqctuuqnya9po9ons4iryhwtn15nlaf
    • How often is it backed up?
       603wvg0y3tswd4zogke6joapasafottk7og1imi48aqgt20sn4fq9emiw0injf2g
  • Back up your data!
     603wvg0y3tswd4zogke6joapasafottk7og1imi48aqgt20sn4fq9emiw0injf2g
  • Make sure that with each new tool adoption, you have a sense of how to get your data out of the toolikubnkzqyjiv08ljse74eobu81wedkul

Need a template? Here is deeper look into Creating an Online Accounts Inventory.ha12jn168rckuwc94dwt8fbq3w4ou431

Data Trumps Tools Every Timea0wvudxc6y2ra847u8w14cldju29ra3r

In a nutshell, try to prioritize data as the true technology assets at your organization. That way you’ll be able to manage tool shakeups, breakages and switches that are inevitable while protecting the real information that your organization needs to keep saving the world.9czvoey8tlbttjwovu8lxg55tct6k40j

How do you prioritize data at your organization?urq23p4a5mj7g9ppqodyn9i1buuuanau

 603wvg0y3tswd4zogke6joapasafottk7og1imi48aqgt20sn4fq9emiw0injf2g

(original) View 中文 translation

As much as we love tools here at SSC, we find that many nonprofits focus too much on them when thinking about their technology strategy and infrastructure. While tools are an important and necessary piece, it’s important that an organization focus on the more crucial piece of the technological equation: the data. When thinking about organizational technology infrastructure, data, or “the stuff” that an organization puts into tools to make them relevant, should be the focal point. Where does it live? How does it interact with other tools? How can you use it? Let’s talk a bit about why it’s more important than tools.

Data are Your Organization’s Lifeblood

When someone says “data”, many people think of technical stuff like code, 1s and 0s, mathematical formulas and things that happen behind the scenes. Well I’m here to say Pish Posh. PISH. POSH.

Data, my friends, are the contents of the work that you do at your organization. Everything from the web pages that you create to the contacts you make at networking events to the conversations you have with your boss through email. If you dig deep enough, many of these things are, yes, code-y and technical at a deeper level, but as an organization you can think of these data as the information that informs, defines and fuels your work.

Containers

Data are the raw materials that tools (e.g. CRM, web site CMSes, Facebook, email clients) use to be effective. Think of your email client (e.g. Outlook, Thunderbird, etc.) without your emails or contacts. Pretty useless, eh? Or think of your web site without the page text, pictures and customizations you’ve made. It would just be an empty skeleton of a web site, right?

Data are the real organizational assets.

Your organization’s data are what makes it do what it does. Tools act as containers that hold that data. The containers can change but the data are what stays the same. As a result, we advocate for organizations to take a data-centric approach to their organizational technology rather than a tool-centric approach.

WordpressSalesforce


Have a Data-Centric Technology Policy NOT Tool-Centric

Remember that tools change, break and developers stop working on them all of the time, whereas the data that your organization uses will continue to exist and grow. By prioritizing your data rather than tools, you’ll be focusing on the stuff that really matters rather than the container (tool) it’s currently sitting in.

Many organization have budget line items for tools but few if any have budget line items for the amount of time, energy and money that goes into data creation and maintenance. Unfortunately, “data” can be an abstract and vague concept especially for budgets. But however vague it is, because it is the real asset, “nonprofits should center their technology strategy and resource allocation around the creation and curation of data, instead of fixating on the cost of applications and processors that edit and store that data.”

Think about Data When Choosing a New Tool

Ideally, all of this talk and stress about the importance of data is happening when you begin a relationship with a new tool (rather than figuring out what the situation is for an existing tool in your infrastructure). When looking at new tools to take on some type of function at your organization, here are a few things to consider as you prepare to send your data off into the big scary world:

  • Plan for the day when you need to switch tools or the tool you’re using breaks

    Can you get your data out (in other words, what are the “export” options)? How? What if Facebook accidentally deletes your page? What if your email blasting program breaks? Are you able to prepare for those eventualities by making a data backup?

    What about if a tool choice you made turns out to be bad? How do you move your data from one tool to another?

    Migration

     

  • Make sure the backup of essential data is a well-defined process

    If you are able to get your data out of the tool, do you know what you need to do to use it again in another tool? Is it using a universal filetype like .CSV or something that wouldn’t be intelligible even if you are able to get it out?

  • Know the security and privacy implications for your data, your org AND more importantly your constituents

    What does the tool’s Terms of Service say about its use of your data? Are the data secure, private, encryptable? Who else is allowed to look at your data? In what legal jurisdiction are your data being stored? As a nonprofit with constituents, you have an obligation to keep their data safe and secure.

  • Find out ownership terms for you data

    Are your data really yours? What do the Terms of Service say about ownership?

Open Source Tools are a Data-Centric Org’s Best Friend

Choosing tools that are good to you and your data can be tricky. You have to do your due diligence in making sure the container (the tool) for your data is going to treat it all right and let you have all the access you need. While you need to evaluate what your different tools are doing with your data no matter what, Open Source tools generally put you on much, MUCH more steady of a foundation.

  • Open means transparent
    OpenSource The nature of open source technology is that anyone can see how it works.

    This means that every aspect of an open source tool is out in the open for the entire world to see.

    No backdoors installed for the government to snoop and no software developers coding secret pieces to gather data on your use.

  • Not tied to one person

    Because anyone can dig around in an open source tool and learn how it works, there are many open source tools with very large communities of developers and users who are super familiar with it and can help you out. This, in contrast to a custom-built tool that may do exactly what you want but if the relationship with the developer goes sour, you’re trapped with its functionality, price hikes for services and schedule because no one else knows the tool but the person who made it.

  • No profit motive

    When you buy a proprietary tool like Adobe Creative Suite or Microsoft Office, those companies are making money. They’re in the business of selling software. Money is their bottom line and motivation. With open source tools, on the other hand, because anyone can see how the tools work, most of the developers aren’t are out to make money, they’re more about supporting users with functions that they need to get real work done.

All of these factors (and many others) lend more transparency how tools are manipulating your data and give you more freedom in terms of how you can get it out. We strongly recommend whenever possible, especially as a nonprofit to choose open source tools.

How Can Our Organization Get On Top of Our Data Management?

Ok, so now we’re all freaked out about tools throwing our data around.

What do we do about it?

  • Put together a “data inventory”

    Open a spreadsheet and start listing all of the places that your organization has data. Think of communications tools, project management tools, online real estate, white boards, photo albums… Have the spreadsheet account for the following:

    • Where are all the places your organization has data living?
    • What data are stored there?
    • Who has access?
    • Is it backed up?
    • How is it backed up?
    • How often is it backed up?
       
  • Back up your data!
     
  • Make sure that with each new tool adoption, you have a sense of how to get your data out of the tool

Need a template? Here is deeper look into Creating an Online Accounts Inventory.

Data Trumps Tools Every Time

In a nutshell, try to prioritize data as the true technology assets at your organization. That way you’ll be able to manage tool shakeups, breakages and switches that are inevitable while protecting the real information that your organization needs to keep saving the world.

How do you prioritize data at your organization?

 



Wall Street Journal Data Transparency Weekend Toolslv51k1vh9vi6wcryx84faruwmt8d47zfWall Street Journal Data Transparency Weekend Tools

By Matt on May 2, 2012
(English → 中文) View original
Translators:

Recently, a group of coders gathered together in Greenwich Village to put together tools to promote privacy, security and data transparency. This was the The Wall Street Journal Data Transparency Weekend.6d63mjgmf3ha65ysv891fa1v8zxxx9vt

Aspiration was excited to be involved in such an important movement happening in tool development. You can see photos from the weekend on Flickr with the tag wsjdata. I wanted to highlight some of the amazing tools being put together from this weekend.2cyvpxfoa1qzs4p3mvvpi3eledzklb7d

From tools that show you which sites are blocked on your current network to tools that allow you to have encrypted telephone calls and even encrypted Facebook instant messaging, these tools are on the bleeding edge of privacy and security.vzfx1pcxvt1c1uxr4381e5ldzpw1562r

Check out the tools that have been put together over the weekend in the toolbox below. Note: These tools are all in varying levels of progress so don’t dive in assuming they’re “ready for primetime.”78arbyq3tisjgop7cy99sjczf5u31tjy

What tools would you like to see that support your privacy online?dvhw1xz1kb1et3hmrlhmrau1nljektpn

 mvfr0haulrr41aspfoxuwri2fmcw6jdi

(original) View 中文 translation

Recently, a group of coders gathered together in Greenwich Village to put together tools to promote privacy, security and data transparency. This was the The Wall Street Journal Data Transparency Weekend.

Aspiration was excited to be involved in such an important movement happening in tool development. You can see photos from the weekend on Flickr with the tag wsjdata. I wanted to highlight some of the amazing tools being put together from this weekend.

From tools that show you which sites are blocked on your current network to tools that allow you to have encrypted telephone calls and even encrypted Facebook instant messaging, these tools are on the bleeding edge of privacy and security.

Check out the tools that have been put together over the weekend in the toolbox below. Note: These tools are all in varying levels of progress so don’t dive in assuming they’re “ready for primetime.”

What tools would you like to see that support your privacy online?

 



Facebook Page vs. Group Post Updatedx9wt7a5d9n5lr2atqbbt82dc6m35r9bfFacebook Page vs. Group Post Updated

By Matt on April 27, 2012
(English → 中文) View original
Translators:

Hi Folks, just wanted to let you know that we’ve updated our Facebook Page vs. Group blog post to match current, April 2012 reality, knowing full well that it will change after I hit “Publish” :)rde1shs37eveie3od6qkue31bbrahdbz

Take a look at our updated chart below and click on it to get more details from the postdso87sy61f3snnw7q1eglqgyuutiqw4t

Facebook vs. Group Chart

(original) View 中文 translation

Hi Folks, just wanted to let you know that we’ve updated our Facebook Page vs. Group blog post to match current, April 2012 reality, knowing full well that it will change after I hit “Publish” :)

Take a look at our updated chart below and click on it to get more details from the post

Facebook vs. Group Chart



Matt’s Tools for Putting Together an HTML Email Newsletter

By Matt on April 18, 2012
(English → 中文) View original
Translators:
Email Newsletter

Continuing the email newsletter support that started with Why HTML Email Newsletter Editors Suck, I put together a toolbox on Social Source Commons of tools that I use at Aspiration to create our HTML email newsletters.44o1tx809juj5xwedi9p9nqp3yylv61q

The Custom Description Text of each tool tells you a little bit about why I use the tool and why you should care. Check ‘em out below!qf2z9rfnq5mkl0450or7ikipqby6qwn7

What tools do you use to stay on top of HTML email newsletters?79mhmsx1vrdlmbf51sl9bo3zga7k1qjz


(original) View 中文 translation
Email Newsletter

Continuing the email newsletter support that started with Why HTML Email Newsletter Editors Suck, I put together a toolbox on Social Source Commons of tools that I use at Aspiration to create our HTML email newsletters.

The Custom Description Text of each tool tells you a little bit about why I use the tool and why you should care. Check ‘em out below!

What tools do you use to stay on top of HTML email newsletters?




Why HTML Email Newsletter Editors Suck327n5p6ahgtue3fkwkvzjrysuv9zdcy6Why HTML Email Newsletter Editors Suck

By Matt on April 5, 2012
(English → 中文) View original
Translators:

One of the biggest complaints we get from nonprofits as they mature in their online communications is that creating properly-functioning formatted (i.e. HTML) emails in their email blaster is a pain in the @$$. The trouble is that having regular email blasts as an organization is seen as a baseline measure of organizational online competancy after having a web site. So it’s important to at least know what’s going on and what’s going wrong when you’re sending out your email blasts.c08ldysjdl1r5bbr44kbpv670glgmvtp

WYSIWYGs Sucktct38ztxi7ab6m4r68ewjzriagdvy89h

When you’re putting together an email in your email blaster with images, links and formatting, you’re really writing a piece of HTML code (*gasps*).rodlk0canc0dpfe97t8fcltsixl992nr

Editors in blasters like VerticalResponse or MailChimp use what are known as “WYSIWYG” (What You See Is What You Get) editors so that instead of having to know how to code something to, say, look bold in HTML, they can just highlight some text and click a bold button. Anytime you see buttons like “bold” “italic” “left align” font size, etc. like you would in Microsoft Word or Open Office, you’re most likely using a WYSIWYG editor. So why is this even an issue to bring up?dz9iju1gmgbvn150c0qgk1la5s3tnb9q

WYSIWYG Screenshot

Well.9gjs4rz0zwlkajwcmotnoczjaoohtemt

The long and the short of it is that WYSIWYG editors almost universally suck. And the problem is that, unless you know how to code HTML, you’re stuck with them to build your HTML email. Let’s take a look at why WYSIWYGs by nature are problematic and give you some tips around how to work with them so that you’re not pulling out your hair.drxqklo5g1vl8453qdt5easjx162p48s

Many Ways to Do the Same Thing in HTMLm60c3q0iml6gspeepb41lfdpug0yikqu

The first thing to know about HTML is that there are many ways to do the same thing. For instance, let’s say that I want to add space around an image so that the text isn’t butting right up against it. In HTML, I could increase the “margin” around the image OR
Increase the margin around the text OR add some non-breaking spaces OR put it in a table and increase the “cellspacing” OR a whole host of other things to give that image some breathing room from the text.
eqxn8hxjpwnpqtzbgszrsyp41doepknuWhen I’m using a WYSIWYG editor, though, all I see is space between the image and the text. It has to guess which technique I want to use.dkinliyfc0e9s49tiettlkaesvyb1x24

Issues with margin

This can cause problems down the line.nmxzp9vyfcd09ru99dokak4citns9fhm

For example, in the WYSIWYG, I’m just visually separating the image from the text probably with my mouse.1379b6cisanpd93l11a9eei3n8qyf1d7

The WYSIWYG interprets this as adding margin around the text.5elorijo9ffqbvcu5q9amctla38jbrg6

Later, let’s say I decide I don’t need that image after all. I delete it.r7hmpd8b81899z23sfrtd9lleg8l6hkn

Because the WYSIWYG added margin around the text rather than the image, the margin stays because the text is still there and now the edge of my text has extra white space and doesn’t line up with my other text.032p8z26dk04bjtdqck6jeoqab1zyw2p

Argh. Because WYSIWIG editors have to guess which of many HTML techniques you want, your email suffers.e3citw0qqjsty1l7i0ov5q20g84n50fa

Formatting Invisible Containers5zx3ciukekl6z3uigyh8bvo5vmf1ygxt

Another basic point to understand about HTML is that it is a language built of containers. In HTML, you define containers and put containers inside other containers. Like tupperware, HTML containers (ideally) fit nicely into one another.jg6vxxb4rjuc4llbq42wxo1wiiho4jrd

Most of the time, these containers aren’t visible when a browser or email client is displaying the email. The contents of the containers are visible.surhy1nzf2m755bm6jd93bm1ewskegrx

In code, to make the contents of the container look a certain way (font size, family and color), you format the container. The problem with this is that when you’re using a WYSIWYG, all you see is the contents because the containers are usually invisible. So if you select some text and click the “bold” button, the WYSIWYG has to guess which container you’re trying to format.k4yu0p0w8ph70104eti9924re4jabjkl

*sighs*bjjf1uurwr9224sxc9b4y78fbjc6mzkn

HTML Containers

 upkia5ax35i9jiga07j9zxuynefit08dm510d5rhzj3fab03uzpgurfoecsn6uej

Because WYSIWYGs don’t show the containers that are being formatted only the contents, deleting content in WYSIWYGs, many times, leaves HTML “crumbs” behind. In other words, deleting content in WYSIWYG editors many times leaves empty, previously-used containers that may be formatted a certain way. jto0kob89rkicwkkxoujgykpvt9es172With all of these invisible, empty, formatted containers lying around your email template, it’s only a matter of time until you place content into one of them without knowing and the format of your text is completely different.ld5ypcwzt5bj3ccfhk92yzq3sp4dvaf6

Because of this reality, it’s important to use a fresh, empty template every time you send an email instead of taking a previously-sent email, deleting its contents and inputting new content. Templates provided with email programs are specifically designed to work with that particular program’s editor and quirks. x6hrnawxt7ca95e9tv7cex7np4yyes82So remember that when you upload or input a new branded template that you have created outside the program, it may not work as well as the templates that the email blaster automatically provides.139x2kki5q25ewoao7u748k1q4z5ms0d

Common HTML Email Editor Problems:szujlpwvtac0yyx24m52adn7mis1e81x

Let’s look at some other common problems that people encounter when working in an WYSIWYG editor and why they’re happening:wa7y1jli9w41v26b9t531axp8dsl9ymw

  • Tables and bulleted lists (sometimes known as “unordered lists” or UL) automatically changing the font family and font sizearzr4g2k5dw802f5iz9s5mbyerdagk0h

    This is because when you insert a table or bulleted list, you’re actually creating a new container. Depending on your editor, these containers may have specific formatting that is different from the rest of your email.j5ku5kwwae6ljl6xye1ms8els45m7gyh

  • Small images take forever to load when someone looks at the emailfnc4qzvyndyap4y9ql5uwksdyk9tfkcl

    When you upload a large photo (think high-res photos from a digital camera) and then resize them in the WYSIWYG, the email will actually load the big picture (and its huge size) inside the smaller frame that you set for it when someone looks at it. Best practice (and courtesy to your constituents) is to resize photos and images before uploading them into your email blaster.h3fcxpiactsg8x5c3uwigqwczulonkev

  • Copying from Microsoft Word or “Rich text”bqxe9ifjx44thnd13kbccs3ml61nqyss

    Whenever you’re working in code, whether it’s HTML or CSS or whatever, you don’t want to be copying from Microsoft Word or any other “Rich Text” editor. “Rich Text” as opposed to “Plain Text”. Rich Text allows you to format your text (bold, left align, font family) while Plain Text is just text. The extension for plain text files is .txt while Rich Text is .rtf and Microsoft Word is .doc.usevw61szzdc8lneoypvds9zilwmb7iw

    Any text editor that allows you to format text will insert its own invisible code around the text so that the computer knows that it should show it a certain way. When you copy this extra code and paste it into your HTML email editor, it can cause a slew of errors because the editor is expecting only HTML code not rich text or Microsoft Word code. Plain text doesn’t have any of this extra code. It’s simply text. Nothing more.tmyv972om4mvrvxep21foeus9kni5kfo

    Before you copy any text into your HTML editor, make sure you first paste it into a plain text editor and see if there’s any extra invisible code floating around. A plain text editor will only show text so you’ll immediately see anything that isn’t the text of your email. Remember that even if the code looks unformatted, it might still have rich text or Microsoft Word formatting code around it.14f88suy52ulz28ywnhnceibj3zi9al1

  • Weird codes like “ show up where there’s supposed to be a character7wzmf72c9r0u03k5ixcvazkq5ooem2wk

    Smart Quotes are Bad for HTML

    Sometimes Rich Text or Microsoft Word will change certain characters to look more fancy. The most common two examples are quotation marks and ampersands. Some rich text editors will automatically change quotation marks to what are called “smart quotes”. Smart quotes curve depending on whether they are to the left or right of the text. o0a4ubnu62en6m8ll8d7lvzplvuj8synThese “smart quotes” replace the plain text ” with a bit of code to make them “smart” so that when you paste the code into HTML, they get pasted as a string of code instead of a quotation mark. This is a big deal because quotation marks are a critical piece of HTML code so that if they are switching to “smart” mode because of your editor, a whole host of things can go to hell because of it.i8nfmj104r5v3z01blwwh99ckub4myyv

  • My editor says my file is too big!o07cbgrx8ybl40uqyw95futa5f0jz8sd

    Sometimes you may try to send your email and your editor says that your email file size is much too large. This can be caused by many things but one thing that happens often is that an email created in a WYSIWYG editor creates a new container for every new type of formatting. In regular non-WYSIWYG HTML editing, you can apply multiple formats to a single container.cnvh0xiezq3hyem4diziv2savd5tzpx2

    For instance, if you wanted to make a paragraph have orange, bolded, underlined and italic text that was 20pt in size you would format the paragraph container orange, bold, underline, italic and 20pt font. In WYSIWYGs, many times instead of formatting the same container in multiple ways, it creates a new container for each format. ityu71vxsxrsroiomb3t6a3envzm9mfhSo in our orange text example, it would make a new container around the paragraph and style the new container with underline text and then enclose that container in another container and style it with orange text and then another enclosing those two styled as bold and so on. All this extra, unnecessary code means the file size of your email increases and looks more and more like spam or a virus.
    Code Bloat
    itw267zict7982nuhz0s0syz8f5m1ls9

Things you can’t do in email because it looks like viruses5sm897ru87pol978fqk7s4ha6dkbuwtp

  • Embed videos9h4e8lg2cf2buqe7urec177ww3j8vu9u

    Alternative: have a screenshot linked to the video pagebcubyumf5zymoejigv05ky7g17uyqh4r

  • Embed surveysx1uzy8c5r7brfd7gcwcsbiw29wadrx0e

    Alternative: Link to the survey with a screenshotjqu5gn2vvxox6uefry7gk3m60mrbauyj

  • Flash animationsdryybz063t2wqwkb0ifxgrqiob6nhwll

    Alternative: Create an animated GIFhyymbv8vp1fjhd8sx292pugmf1nl0ci8

Take-Awaysepywzc82uob093vkqf21twoksnnhzti4

  • Use a plain text editor (Notepad in Windows, TextEdit in Mac (make sure in the preferences that you’re editing in TXT and NOT RTF)lndi9e15dmpn7qjwor06avzspar0s6r3
  • Use a fresh template for every new email. Don’t copy a previously-sent email and delete its contents.foht48zy3i3mra7aguq562mnwh5chrfn
  • Resize your images before you upload them293qnoqquu0fbmbz48yxgrrvr24o6w6y


What are your experiences using WYSIWYGs for HTML Emails?hilzt69xgzfv2uyqxl8wjuyam54knv5u

 upkia5ax35i9jiga07j9zxuynefit08dm510d5rhzj3fab03uzpgurfoecsn6uej

(original) View 中文 translation

One of the biggest complaints we get from nonprofits as they mature in their online communications is that creating properly-functioning formatted (i.e. HTML) emails in their email blaster is a pain in the @$$. The trouble is that having regular email blasts as an organization is seen as a baseline measure of organizational online competancy after having a web site. So it’s important to at least know what’s going on and what’s going wrong when you’re sending out your email blasts.

WYSIWYGs Suck

When you’re putting together an email in your email blaster with images, links and formatting, you’re really writing a piece of HTML code (*gasps*).

Editors in blasters like VerticalResponse or MailChimp use what are known as “WYSIWYG” (What You See Is What You Get) editors so that instead of having to know how to code something to, say, look bold in HTML, they can just highlight some text and click a bold button. Anytime you see buttons like “bold” “italic” “left align” font size, etc. like you would in Microsoft Word or Open Office, you’re most likely using a WYSIWYG editor. So why is this even an issue to bring up?

WYSIWYG Screenshot

Well.

The long and the short of it is that WYSIWYG editors almost universally suck. And the problem is that, unless you know how to code HTML, you’re stuck with them to build your HTML email. Let’s take a look at why WYSIWYGs by nature are problematic and give you some tips around how to work with them so that you’re not pulling out your hair.

Many Ways to Do the Same Thing in HTML

The first thing to know about HTML is that there are many ways to do the same thing. For instance, let’s say that I want to add space around an image so that the text isn’t butting right up against it. In HTML, I could increase the “margin” around the image OR
Increase the margin around the text OR add some non-breaking spaces OR put it in a table and increase the “cellspacing” OR a whole host of other things to give that image some breathing room from the text. When I’m using a WYSIWYG editor, though, all I see is space between the image and the text. It has to guess which technique I want to use.

Issues with margin

This can cause problems down the line.

For example, in the WYSIWYG, I’m just visually separating the image from the text probably with my mouse.

The WYSIWYG interprets this as adding margin around the text.

Later, let’s say I decide I don’t need that image after all. I delete it.

Because the WYSIWYG added margin around the text rather than the image, the margin stays because the text is still there and now the edge of my text has extra white space and doesn’t line up with my other text.

Argh. Because WYSIWIG editors have to guess which of many HTML techniques you want, your email suffers.

Formatting Invisible Containers

Another basic point to understand about HTML is that it is a language built of containers. In HTML, you define containers and put containers inside other containers. Like tupperware, HTML containers (ideally) fit nicely into one another.

Most of the time, these containers aren’t visible when a browser or email client is displaying the email. The contents of the containers are visible.

In code, to make the contents of the container look a certain way (font size, family and color), you format the container. The problem with this is that when you’re using a WYSIWYG, all you see is the contents because the containers are usually invisible. So if you select some text and click the “bold” button, the WYSIWYG has to guess which container you’re trying to format.

*sighs*

HTML Containers

 

Because WYSIWYGs don’t show the containers that are being formatted only the contents, deleting content in WYSIWYGs, many times, leaves HTML “crumbs” behind. In other words, deleting content in WYSIWYG editors many times leaves empty, previously-used containers that may be formatted a certain way. With all of these invisible, empty, formatted containers lying around your email template, it’s only a matter of time until you place content into one of them without knowing and the format of your text is completely different.

Because of this reality, it’s important to use a fresh, empty template every time you send an email instead of taking a previously-sent email, deleting its contents and inputting new content. Templates provided with email programs are specifically designed to work with that particular program’s editor and quirks. So remember that when you upload or input a new branded template that you have created outside the program, it may not work as well as the templates that the email blaster automatically provides.

Common HTML Email Editor Problems:

Let’s look at some other common problems that people encounter when working in an WYSIWYG editor and why they’re happening:

  • Tables and bulleted lists (sometimes known as “unordered lists” or UL) automatically changing the font family and font size

    This is because when you insert a table or bulleted list, you’re actually creating a new container. Depending on your editor, these containers may have specific formatting that is different from the rest of your email.

  • Small images take forever to load when someone looks at the email

    When you upload a large photo (think high-res photos from a digital camera) and then resize them in the WYSIWYG, the email will actually load the big picture (and its huge size) inside the smaller frame that you set for it when someone looks at it. Best practice (and courtesy to your constituents) is to resize photos and images before uploading them into your email blaster.

  • Copying from Microsoft Word or “Rich text”

    Whenever you’re working in code, whether it’s HTML or CSS or whatever, you don’t want to be copying from Microsoft Word or any other “Rich Text” editor. “Rich Text” as opposed to “Plain Text”. Rich Text allows you to format your text (bold, left align, font family) while Plain Text is just text. The extension for plain text files is .txt while Rich Text is .rtf and Microsoft Word is .doc.

    Any text editor that allows you to format text will insert its own invisible code around the text so that the computer knows that it should show it a certain way. When you copy this extra code and paste it into your HTML email editor, it can cause a slew of errors because the editor is expecting only HTML code not rich text or Microsoft Word code. Plain text doesn’t have any of this extra code. It’s simply text. Nothing more.

    Before you copy any text into your HTML editor, make sure you first paste it into a plain text editor and see if there’s any extra invisible code floating around. A plain text editor will only show text so you’ll immediately see anything that isn’t the text of your email. Remember that even if the code looks unformatted, it might still have rich text or Microsoft Word formatting code around it.

  • Weird codes like “ show up where there’s supposed to be a character

    Smart Quotes are Bad for HTML

    Sometimes Rich Text or Microsoft Word will change certain characters to look more fancy. The most common two examples are quotation marks and ampersands. Some rich text editors will automatically change quotation marks to what are called “smart quotes”. Smart quotes curve depending on whether they are to the left or right of the text. These “smart quotes” replace the plain text ” with a bit of code to make them “smart” so that when you paste the code into HTML, they get pasted as a string of code instead of a quotation mark. This is a big deal because quotation marks are a critical piece of HTML code so that if they are switching to “smart” mode because of your editor, a whole host of things can go to hell because of it.

  • My editor says my file is too big!

    Sometimes you may try to send your email and your editor says that your email file size is much too large. This can be caused by many things but one thing that happens often is that an email created in a WYSIWYG editor creates a new container for every new type of formatting. In regular non-WYSIWYG HTML editing, you can apply multiple formats to a single container.

    For instance, if you wanted to make a paragraph have orange, bolded, underlined and italic text that was 20pt in size you would format the paragraph container orange, bold, underline, italic and 20pt font. In WYSIWYGs, many times instead of formatting the same container in multiple ways, it creates a new container for each format. So in our orange text example, it would make a new container around the paragraph and style the new container with underline text and then enclose that container in another container and style it with orange text and then another enclosing those two styled as bold and so on. All this extra, unnecessary code means the file size of your email increases and looks more and more like spam or a virus.
    Code Bloat

Things you can’t do in email because it looks like viruses

  • Embed videos

    Alternative: have a screenshot linked to the video page

  • Embed surveys

    Alternative: Link to the survey with a screenshot

  • Flash animations

    Alternative: Create an animated GIF

Take-Aways

  • Use a plain text editor (Notepad in Windows, TextEdit in Mac (make sure in the preferences that you’re editing in TXT and NOT RTF)
  • Use a fresh template for every new email. Don’t copy a previously-sent email and delete its contents.
  • Resize your images before you upload them


What are your experiences using WYSIWYGs for HTML Emails?

 



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