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Interactive Training – Mild Salsa Jake Patoski Training and Online Learning Coordinator

Mild Salsa interactive webinar

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Whether an advocacy alert or a fundraising ask, this presentation covers how to create a campaign, track performance, and use data analysis to make changes before your next alert or appeal.

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  • 1. Interactive Training Mild Salsa
    Jake Patoski
    Training and Online Learning Coordinator

2. Campaign workflow
Petitions
Donation Page
Advocacy Page
Targeted and Multi-Content Actions
Email blast
Reporting and Next Steps
Login here:
https://hq-org2.democracyinaction.org/salsa/hq/login.jsp
Login with the email address you signed up with for the webinar
Password: salsatraining
3. Donation Page
training activities
enter your donation page content and set fields to collect
set payment options
set auto-responders, thank you text, and redirect page
set additional text
set additional options
4. enter your donation page content and set fields to collect
Donation Page
5. set payment options
Donation Page
6. set auto-responders, thank you text, and redirect page
Donation Page
7. set additional text
Donation Page
8. set additional options
Donation Page
9. Donation Page
additional resources
Setting up donation pages
More on recurring donations
More on merchant accounts
Manually entering single donations
Setting up a donation receipt
Donation FAQ
All about Donations
10. Advocacy Page
Petitions
Targeted and Multi-Content Actions
training activities
Set up petition page
Set up action page choose between targeted and multi-content action
11. set your petitions basic content
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Petitions
12. set your petitions basic content
Petitions
13. write your petition
Petitions
14. collect information on your petition signers
Petitions
15. set your signature preferences
Petitions
16. set thank you / auto-response / redirect options
Petitions
17. Petitions
additional reading
Set up a petition page
Webinar review of the Actions package
Advocacy Campaigns overview
18. set up an action page
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Targeted and Multi-Content Actions
19. set action content
Targeted and Multi-Content Actions
20. set letters to the targets (standard action)
Targeted and Multi-Content Actions
21. set letters to the targets (multi-content)
Targeted and Multi-Content Actions
22. set targets (standard action)
Targeted and Multi-Content Actions
23. set targets (multi-content action)
Targeted and Multi-Content Actions
24. collect user information
Targeted and Multi-Content Actions
25. set restrictions
Targeted and Multi-Content Actions
26. set thank you text / redirect page / auto-responder
Targeted and Multi-Content Actions
27. Targeted and Multi-Content Actions
additional reading
Creating a targeted (standard) action
Creating a multi-content targeted action
More about custom recipient/targets
Advocacy Campaigns overview
Best practices / case studies of Action campaigns
Webinar review of the Actions package (Video)
28. Email blast
training activities
Copy the email.
Update email action/donation links with tracking code.
Send test, view action link and tracking code.
29. copy the email
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Email blast
30. update action/donation links with tracking code
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Email blast
http://org2.democracyinaction.org/o/7216/p/dia/action/public/?action_KEY=7526&track=
31. send test email and verify link with tracking code
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Email blast
32. Email blast
additional reading
Setting up tracking codes
33. Reporting and Next Steps
training activities
Donations view donations list
Donations filter on tracking code
Advocacy Reports page
Built-in reports for Donations and Actions
Queries
Preparing for your next message in a series
34. view donations list
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Reporting and Next Steps
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filter on tracking code
Reporting and Next Steps
36. advocacy reports page
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Reporting and Next Steps
37. advocacy reports page
Reporting and Next Steps
38. built-in reports for donations and actions
Reporting and Next Steps
39. queries
Reporting and Next Steps
40. preparing for your next message in a series
Create group for previous action-takers / donors
Create query for group
Set group to smart group using previous query (optional)
Update tracking code in email blast
Suppress group from email blast
Reporting and Next Steps
41. preparing for your next message in a series
Create group for previous action-takers / donors
Reporting and Next Steps
42. preparing for your next message in a series
2. Create query for group
Reporting and Next Steps
43. preparing for your next message in a series
3. Set group to smart group using previous query (optional)
Reporting and Next Steps
44. preparing for your next message in a series
Update tracking code in email blast
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Reporting and Next Steps
http://org2.democracyinaction.org/o/7216/p/dia/action/public/?action_KEY=7526&track=AlertOrAppeal2
45. preparing for your next message in a series
5. Suppress group from email blast
Reporting and Next Steps
46. Reporting and Next Steps
additional reading
More on the Donations list
More on the built-in donation reports
More on all built-in reports
47. Contact Us:
Next Steps:
Salsa Labs, Inc.
1700 Connecticut Ave NW
Suite 403
Washington DC 20009
202.558.2807
[email protected]
www.salsalabs.com
Videos:
www.youtube.com/salsalabsinc
Documentation:
SalsaCommons.org -> Learn sidebar
Next webinar:
SalsaCommons.org -> Classes & Events sidebar