3 Quick Steps to Set Up Email Reports in the New Google Analytics

Email reports which were set up in the old Google Analytics,  will stop being sent out as of June. They will have to be set up again in the new interface. But not to fear. Below is an easy 3 step guide to get your email reporting set up in the New Google Analytics.

1. Identify what metrics you want on your dashboard.  

  • You can have up to 20 dashboards with 12 widgets (what holds the metric)
  • Below is a picture of what your dashboard will look like. Click home to see yours.

  • This is where your widgets will live when you click “add to dashboard”, which is the next step.

 

2. Add those metrics to your dashboard.

  • Let’s say I wanted to add Traffic Sources Overview to my dashboard. I would click Standard Reporting and then the Traffic Sources tab on the left. Then click add to dashboard. This will add Traffic Sources Overview to your dashboard.

  • You can do this with any other metric as well. You may want to see the top Pages in Content, so you could go to the Content tab on the left, click into Site Content and click Pages. Then click Add to Dashboard.

  • Once you have added up to 12 widgets on your dashboard you can organize them by dragging and dropping them wherever you prefer.

 3. Set up Email Report with preferred frequency and active period.

  • To do this you need to click home again to view your dashboard and then click the Email button at the top of the dashboard.

  • The window that pops up will prompt you to fill out who you’re sending the report to, the frequency (most people do monthly), the day of the week, and the ‘active for” under advanced options.

 

  • We recommend setting the ‘active for” to 12 months and setting a reminder to renew the reports in a year. This is good to do anyways since SEO is always changing and you will be able to adapt your reports to what is needed at that time.
  • You can set multiple emails to receive the reports just separate them by a comma.
  • Good luck!

 

 

Gary Hoover On How to “Think Like an Entrepreneur” and Succeed in Your Business

This week, I had the distinct honor of hearing Gary Hoover present at the Houston Technology Center on how to “Think Like an Entrepreneur”.  Gary Hoover is a successful entrepreneur having founded companies including Bookstop and Hoovers.com and he’s spent the last year as the “Entrepreneur in Residence” at the McCombs School of Business at the University of Austin.

Gary’s presentation was described as an “intense, information and idea packed presentation… [that] will be like drinking from a fire hydrant.”  That description was spot-on.

I took over 5 pages of notes, mostly trying to type as fast as I could and catch the great and inspiring quotes of wisdom plus the recommendations for books and specific, actionable items Gary said we could do to change the way we thought and be more successful and innovative in business.  

Gary began his presentation by personally handing everyone in the audience his business card and shaking our hands.  On the back of Hoover’s card are the top 8 things he believes are keys to making great enterprises.  Download a larger photograph of his business card with the 8 tips to keep and view more photos from the evening presentation in the Tendenci Photo Album I’ve created.

If you are interested in a  full copy of my notes, leave a comment below or send me an email at sworthy@tendenci.com and I’ll gladly send them to you.

I was inspired by how much of what Gary recommended for being a more successful entrepreneur also applied to the work we do at Schipul for our clients in web development, website design, and web marketing.  In learning to think more like an entrepreneur, you also learn to see different perspectives, understand the ‘bigger picture’ of your business, and receive lifelong benefits personally and professionally.

Probably the most profound statement of the evening from Gary was when he said:

‘I define entrepreneurship as getting great personal satisfaction from serving others… you have to love it and others have to love [what you are giving them].  

The people who are most happy with their lives at my stage are the people who have spent their whole lives working to make the world a better place.”

Here are Gary’s recommendations for learning how to “Think Like an Entrepreneur”.  My goal is for you to find the same inspiration and ways to relate them to your daily life as I found.

Practice the Habit of Wisdom

‘These are people who just cannot be anything but an entrepreneur.    They may fail a lot’ because it’s hard to get them to sit still, hard to get them to focus… but ultimately they are going to succeed because they just don’t stop.”

As Gary states, some people are born fundamentally entrepreneurial and others are born to be bureaucrats, while the rest of us fall someplace in between the 2 extremes.  If you want to become more entrepreneurial, then you will need to change by developing better thinking habits.

To develop these habits, you’ll first need to master the 3 things Gary calls his working definition of wisdom :

  1. Knowing what matters and what doesn’t matter.
  2. Knowing what changes and what doesn’t change.
  3. Knowing what you can change and what you can’t change.

These are three easy concepts to understand and yet, very difficult to master. As Gary put it, “There’s no rocket science here, but you’ll spend your whole life trying to figure out what matters and what doesn’t.”

Be Curious

“Study the great entrepreneurs, like Steve Jobs, Bill Gates, Michael Dell and so on, and you’ll find an intense curiosity.”

Gary explains the importance of doing your research before starting a new business venture.  The most successful entrepreneurs are the ones who ask the most questions and really understand the marketplace, the customers and competitors, and gain insight into the future of the business environment.

Ask the managers and owners of similar businesses questions like:

  • What do you like about your job, and what don’t you like?
  • What is the best day you’ve ever had… describe your worst day?
  • What do you look for in an employee and how do you hire and train new people?

By asking questions and being curious, you can begin to gain perspectives from other people and understand the why’s and the how’s and the what’s…

When you begin to understand these different perspectives beyond your own, you can make better decisions and you are more equipped to solve problems as they are thrown randomly at you.

Read Every Day

“The key question is do you see yourself in a box or not in box?”

The greatest thought leaders in the world are also the most avid readers.  Read daily, Gary recommends, books and business journals… the beauty of the internet is the availability of so much free and great reading material.

Here are 2 books Gary recommended Tuesday night:

The Innovator’s DNA: Mastering the Five Skills of Disruptive Innovators” by Jeff Dyer, Hal Gregersen and Clayton M. Christensen

The Innovators DNA describes 4 skills required for innovation:

  1. Observing
  2. Networking
  3. Experimenting
  4. Questioning

Mindset: The New Psychology of Success” by Carol Dweck

Mindset describes the importance of not locking your children or yourself into a set way of thinking.  Gary recommended this book and said “It’s not about being smart or being stupid: people who think they’re smart are locking themselves in a box just like people who think they’re stupid.”

Entrepreneurship is not About the Technology

“Entrepreneurship is a lifelong process of self-understanding: learning about yourself .”

As I listened to Gary’s presentation, I found myself mentally replacing the word “entrepreneurship” with “Marketer” and “Schipulite”. We’re passionate about providing great service to our clients.  We’re constantly asking questions and inviting our clients to come hang out with us so we can get to know you.  We never stop trying to innovate and find better ways to help your business increase online and offline revenues through your website and web marketing.

These quotes from Gary’s presentation were my favorite because they gave me new perspectives on creating a better user experience through our Tendenci CMS for you, your staff, and your website visitors:

‘When I use the word technology, I mean any way of doing better things…  Technology is only relevant to the extent that it makes people’s lives better!”

“Step back and look at the big pattern’ and the big pattern here is that ALL MEDIA has been digitalized, it’s all been turned into 0’s and 1’s.”

Be obsessed with your customer and making great products for them and you will succeed’ be passionate about it.  It is about making it good for the user!”

I would love to hear how we can make our products and services better for You and anything else you want to add!  Please tell us below in our comments or Come Hang Out With Us and get to know us.  (And I promise to ask you lots of questions!)

Schipul Releases Open Source Tendenci CMS for NonProfit Websites

We love Open Source and our clients do too!  We often hear from clients that you only will use open source software to build your websites and the advantages of having an open source community of developers and designers are undeniable.

That’s why everyone here at Schipul is super excited to announce we can now offer you a new open source option in addition to Drupal and WordPress open source website development and design with our open source release of our Tendenci CMS for NonProfit Websites.

Tendenci.org

Tendenci is the First Open Source CMS Made Just for Non-Profits!

The open source release of Tendenci is now available as part at the  Nonprofit Technology Conference  in San Francisco going on this week, April 3-5.

If you are at NTEN NTC 2012, come to the NetSquared Local Community Organizers #12NTC Beerside Chat tonight at Jasper’s.  Come learn more about the event  and come hang out with us in San Francisco this week!

Read More Details about the Open Source Announcement!

Here’s photos of the nonprofit tech conference that our team of Schipulites attending NTEN’s NonProfit Technology Conference are shooting and sharing daily.

What Does This Mean for Current Schipul Clients?

Here are some links with information for our current clients to explain what this means for you and your website, and what open source software is:

Open Source Tendenci FAQ for Current Tendenci Clients | From the Tendenci Blog

What is the Difference Between Tendenci Enterprise and Tendenci Community? FAQ

Open Source Hosting Prices and FAQ with the Tendenci Community

Download, Deploy and Host Your Own Open Source NonProfit Website with Tendenci CMS

We have set-up a public repository on Github for Tendenci where you can access the software for those looking to host their own Tendenci website here:  https://github.com/tendenci/tendenci/.  The Tendenci CMS is written in the Python programming language within a Django framework.

Visit Tendenci.org for information and help with our open source CMS.

If you have additional questions, comments, concerns, etc. please don’t hesitate to contact us, or post them in the comments below.

Get All the Open Source Tendenci News

Sign up on our email list below to receive  the latest updates about the open source release of Tendenci – The CMS for Non-Profits and Share the news with your friends!



Dan Roam Keynote on Visual Communication at NTC 2012

We’re here at the Nonprofit Technology Conference in San Francisco this week. This morning was a great keynote by Dan Roam, author of “The Back of the Napkin” & “Blah, Blah, Blah – What to Do When Words Don’t Work.”

Below are highlights of the presentation:

“We can solve our problems with pictures”

Dan’s primary point was that pictures allow us to solve problems far better than words, and unfortunately, pictures aren’t even involved in many of our largest problems.

“We can clarify our ideas with pictures.”

55% of our brain works to process visual information. Why spend the first 18 years in school learning how to be more verbal? Why do we only define intelligence by ability to verbalize?

“Whoever draws the best picture gets the funding”

This is something Dan repeated throughout the presentation. Whoever best describes the problem is the person most likely to get the funding. This is because:

  1. They are able to get buy-in as they help people understand the problem
  2. And also because the person who has drawn the problem has already began to map out how it works, who is involved, and is laying the foundation for the solution… so they are more able to come up with a solution

“Any sufficiently well drawn problem carries with it the beginnings of the solution”

How Our Brains Process Pictures

Our brains process visuals using 6 visual pathways. When drawing a picture of an idea, be sure to address all 6.

  1. What – Recognizes the objects in front of you
    This is the simplest recognition of an object
    The picture of this is a portrait
  2. How much – Quantitative – How many are there?
    The picture of the “Ho much” visual pathway is a chart
  3. Where – Distance – Where are they?
    The picture is a map
  4. When – There is no cause and effect, just sequence picture is a timeline
  5. How – Cause and effect based deduction of what we think we are seeing
    The picture is a flowchart
  6. Why – Make the connection of why something is happening

A Real Life Example – Dan Roam on Healthcare Reform

Dan has recently been in the news for using pictures to explain Healthcare Reform. He, along with the help of a Heathcare expert reviewed the 1,447 page Healthcare Reform bill and created a series of 40 visuals to explain it and posted them to Slideshare.

View more presentations from Dan Roam

The presentation is approaching 500,000 views. And Dan has been interviewed on news organizations like Fox News on the topic. Because he was best able to show a picture of the issue.

Similarly, Dan has worked with the government to create whitehouse.gov/whiteboard – which uses visuals to explain complex governmental issues.

More Nonprofit Technology Conference Goodness

It was a fantastic session & I can’t wait for more NTC goodness!

More resources from NTC 2012:

Your SXSW 2012 Interactive Top 10 Tips for Survival

SXSW Interactive is one of, if not THE biggest, interactive marketing and web conference, and is a valuable resource for our team here at Schipul.  SXSW Interactive offers education and the latest and greatest for all things related to web marketing and digital advertising.

I’m excited to be able to give back to my profession this year as a presenter on a panel: Spacepoints’ Space Outreach at Ludicrous Speed! If you’re going to be in Austin in March for SXSW 2012, come check out my panel or just hang out with the team from Schipul attending.  {shameless plug!}

SXSW has a Guide for First Timers that can give you some tips on navigating the conference.  Their guide can get you to the sessions, but when I attend SXSW, I am also looking to connect with other Interactive Agencies to build relationships and identify the latest technology innovations and software tools to help our clients improve their online marketing results.  This results in a 24/7 week-long agenda of AM networking breakfast, blogger’s lounge, panels, afternoon networking, party, party, party, 4 hours of sleep, repeat.  Over the past few years, I’ve developed my own tips for surviving the extended-version of SXSW Interactive.

Here are my Top 10 Tips for Doing SXSW Interactive Hardcore:

1) Say Yes to the Free Caffeine; Say No to the Free Booze.

You’ll find that every party will have plenty of free sugar free red bull, monster energy drinks, vodka or some other kind of alcohol to mix.  Then my Caffeine Hero: Starbucks always comes to the rescue the next morning with plenty of free coffee.  Skip the booze if you want to make it through the entire week, and stock your hotel with fresh fruit and healthy snacks because you’ll be hard pressed to find any food, let alone free food at SXSW.

2) Keep Your Smartphone Charger on You at All Times.

You will be on the go running from panel to panel during the day, and then party to party each night. Carry your phone charger with you, take a spare that you keep in your hotel room (in case you lose your first one), and if you have the option’ get a spare battery too. If you see an outlet near you’ don’t be ashamed to plugin and juice up your phone. Tweeting, foursquaring, and texting is power-intensive and you don’t want to have a dead battery at 2am when you are trying to find directions back to your hotel.

3) Bookmark http://austin2012.sched.org/ and use it to create your personalized SXSW schedule before you get to Austin.

SXSW’s event schedule on their website is pretty good’ however I’ve been using sched.org’s unofficial SXSW guide to find EVERY party, panel, and must attend event possible.  The best places to connect with people at SXSW aren’t always “official” parties.

Sched also offers a new feature this year that enables you to sync your Eventbrite RSVPs and the platform is available for all the major mobile platforms: iphone, Droid and Blackberry. When you get to Austin, you’ll love how easy sched makes it to find your next session on the go.

4) Pack a Swimsuit.

Austin weather is fickle, and it may be 60 degrees in early March or 90. Regardless’ all the hotels have swimming pools and hot tubs and if you are doing it right, you’ll be invited to at least one pool party.  I don’t recommend skinny dipping at SXSW’ everyone has a camera in their smartphone and you what happens at SXSW definitely does NOT stay at SXSW.  So take your favorite swim trunks or bikini when you pack for Austin.

5) Pack a Cowboy Hat and Cowboy Boots.

There will be at least 2 parties with a Texas country theme. If you don’t have western attire’ no worries, Austin has some great shops where you can purchase what you need.  I’ve gotten great Cowgirl boots at  Allen’s Boots and the HatBox has Cowboy hats in every style plus tons of other fun and funky headwear.

6) Pack a Backpack and Leave Your Briefcase at Home.

Have I already mentioned you’ll be on the move for a week? Take a compact backpack with a laptop-padded section for your trip and spare your back and shoulders the strain of running around all day carrying your briefcase. You don’t have to take your laptop or tablet PC’ but you’ll definitely want to have something with you for taking notes in the sessions, even if you prefer traditional pen and paper.  If you are going to any of the developer or design sessions then your laptop will be heavily used. Bloggers will find the Bloggers lounge a great resource for power and snacks while updating your audience with all the latest happenings online too.

7) Talk to Strangers.

The panels are great for professional development but it’s the people at the conference that are the core of the experience so don’t be shy’ say Hi to everyone you meet. SXSW Interactive hosts the largest single gathering of ‘Connectors” you’ll ever find so strike up a conversation and get connected with new people who will help you grow your business, launch your start-up, or make an introduction to that big prospect or thought leader.

8) Take More Business Cards Than You Think You’ll Need’ and Stickers Too!

I probably go through 200-300 mini-moos each SXSW. I order cards JUST for SXSW that have my contact information while at the conference. I include a headshot so people recognize me throughout the week, my mobile so people can text me about any “pop-up” parties, my email address for following up later, and this year my panel information so people will know when and where I’ll be presenting. I recommend moo.com’s mini-moos if you are going to order cards just for the event. Here’s my cards for this year:

9)  Make Time to Visit the Exhibitions, Showcases, and Lounges.

One of the best places to find out about innovations in online technology is SXSW’s Interactive.  The only place I personally can imagine being cooler for a tech-geek like me is the Consumer Electronics Show in Vegas.  SXSW has several different Trade Shows and Showcase Lounges featuring an array of products and services that your business may want to utilize for growing online and offline next year.  You definitely want to make your rounds to the SXSW Start-up Village Showcase featuring new technology start-ups, plus you can snag some really fun Swag!

10) Don’t Try to Do Everything.

You can’t.  I tried one year and came back with no voice left and a dazed and confused fog that took 2 more weeks to dissipate.  Until cloning techniques advance, I’ll have to settle with missing about 2/3rds of everything because so much is going on all at once.

Schedule at least 4 to 6 hours of sleep each night.  Make time in your schedule to get away from the convention center to walk around the lake one morning or take a couple of hours one afternoon and take a nap in your hotel.  SXSW, when done right, is both grueling and an amazing experience.  Definitely dive right into the throng of digital tech madness, but be sure to turn off your phone every so often…

And remember: Don’t Drink the Free Booze!

Geek Love – A Valentine’s Day Poem from the Schipulites

Schipul Geek Love - Happy Valentine's Day!

This February, we’re sharing Tips & Tricks we Schipulites love at schipul.com/love. With Valentine’s Day just a week away,   we also wanted to share this love poem with you, our clients and friends.Enjoy!

Geek Love, a Poem from the Schipulites to You!

In Schipul-land this Valentine’s, we want to spread the LOVE

By sharing things that currently have set our hearts abuzz.

You know we love to geek on out, and share the things we know

With clients, friends, and all of you – dear readers of this poem.

Each day this month we’ll share a tip, or trick, or tool, or thing

Like Spotify or Google Chrome or CodeAcademy

See why Eloy loves the Cloud, and Brian loves Zen Desk,

Why Courtney cannot get enough of her fave – Pinterest!

How Erica learned coding from videos online

Or KMe uses Google Docs to save her clients time.

We’ll share one new thing daily, schipul dot com slash love

Love from the SchipulitesKeep coming back to see what’s new, and share with all your buds.

Whether it’s your most favorite day, or one that’s just alright

We wish you Happy Valentine’s

With   LOVE, the Schipulites!