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New Salsa users will greatly benefit from participating in this live webinar. These are the accompanying slides.
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NEW SALSA USER TRAININGPART 1
Rebecca Wyatt, Training Manager
Nick Bialostosky, Senior Support Specialist
By the conclusion of this training, the learner will be able to:
• Log into their Salsa account• Effectively navigate through the Salsa HQ• Create a new supporter• Create a new group of supporters• Create a sign-up page• Evaluate a sign-up page• Create an email blast• Evaluate an email blast• Create a support ticket & access Salsa Commons
Learning Objectives
Log in
1) Go to www.salsalabs.com
2) Find the Client Login link at the top of the screen.
3)Click the Log in to Cosm button
4) Fill out the form and Log in!
Multiple Ways to Create a Supporter
1. Import a list
2.Click “Add Supporter” to manually add one new person of supporters
3.Supporter records are automatically created when users:1. Complete actions2. Submit a form on a sign-up page3. Make an online donation4. or register for an event
Managing Duplicate Records
1. Click “Deduplicate Supporters” to manually merge records (individually or in one batch)
2. Deduplicate upon import
3. Salsa automatically deduplicates on Supporter email when users complete forms
Group of Supporters
Organize supporters into groups. Common groups:
1. Geography based - City/State/Region
2. Action based - Donors/Action-takers
3. List based - Newsletters/Action Alerts/Press Releases/Media
4. Issue based – Climate/Human Rights/Labor
Ways to Add Supporters to Groups
1. From the supporter detail
2. From the group page
3. When importing supporters
4. Populated from a Salsa page (sign-up, donation page…)
5. From query results
6. Smart groups
By the conclusion of this training, the learner will be able to:
Log into their Salsa account Create a new supporter Create a new group of supporters• Create a sign-up page• Evaluate a sign-up page• Create an email blast• Evaluate an email blast• Create a support ticket & access Salsa Commons
Learning Objectives
Create a signup page
Website package -> Signup Page dropdown -> Add new
Create an Email Autoresponse
Publish a signup page
1.Grab the “View Page” URL and link to it any where on your site
Evaluate a signup page
How many supporters signed up via this page?
By the conclusion of this training, the learner will be able to:
Log into their Salsa account Create a new supporter Create a new group of supporters Create a sign-up page Evaluate a sign-up page• Create an email blast• Evaluate an email blast• Create a support ticket & access Salsa Commons
Learning Objectives
Create an Email Blast
1.Create and name the blast
2.Create the email content
3.Target which supporters receive the email
4.Validate and schedule/send the email
Was my email blast successful?
1. Open Rate – The number of unique people who opened the email
2. Click-through Rate – The number of unique people who clicked on any links in the email
3. Conversion Rate – The number of unique people who took action after following the link
Getting Support
Option 1:
Email [email protected] and manually include your organization key
Option 2:
From within Salsa dashboard, click on “Submit a Support Ticket”
Getting Support
Go to help.salsalabs.com
Log in
Submit new help requests or check on existing requests
Search the Commons and collaborate
CONTACT INFO
Read, learn, discuss – help.salsalabs.com
Training & Learning Team – [email protected]
Salsa Support – [email protected]
THANK YOU!
