new salsa user webinar - part 2
DESCRIPTION
This is a follow up to Salsa New User Training Part 2 - a basic overview of Salsa's donations and advocacy packages for new users. By the conclusion of this training, the learner will be able to: Create a donation page Evaluate a donation page Manage donations Define the four types of actions which can be taken in Salsa Create a targeted action Evaluate the performance of a targeted action Create a support ticket & access Salsa Commons - See more at: http://www.salsalabs.com/support-community/upcoming-events/salsa-new-user-training-part-2-0#sthash.qtYvZUYC.dpufTRANSCRIPT
NEW CAMPAIGN MANAGER TRAINING PART 2
Rebecca Wyatt, Online Learning Specialist
By the conclusion of this training, the learner will be able to:
• Create a donation page• Evaluate a donation page• Manage donations• Define the four types of actions which
can be taken in Salsa• Create a targeted action• Evaluate the performance of a targeted
action
Learning Objectives
Create a Donation Page
1.Create the content
2.Decide what supporter info to capture
3.Determine donation amounts
4.Determine follow up actions
Was my donation page successful?
Run this query in the Supporter package
Manage Donations
1. Add donations manually
2. List donations & sort donation list
Manage Refunds
Merchant Gateways which process refunds in Salsa:• Democracy Engine• Payflow Pro
By the conclusion of this training, the learner will be able to:
Create a donation page Evaluate a donation page Manage donations• Define the four types of actions which
can be taken in Salsa• Create a targeted action• Evaluate the performance of a targeted
action
Learning Objectives
The 4 Action Types
1. Petitions – Supporters sign a pledge or letter drafted by your organization
2. Targeted Actions – Supporters enter their zip code, review matching elected officials, and then send a letter to those officials
3. Multi-Content Targeted Actions – Supporters enter their zip code, review matching elected officials, and then send two or more letters to those officials
4. Blind Targeted Actions – Supporters enter their zip code and send a letter to their elected officials
Create a Targeted Action
Advocacy package > Create an Action or Petition> Targeted Action > Create New Action
Evaluate a Targeted Action
Advocacy Package > List Actions > Report
By the conclusion of this training, the learner will be able to:
Create a donation page Evaluate a donation page Manage donations Define the four types of actions which
can be taken in Salsa Create a targeted action Evaluate the performance of a targeted
action
Learning Objectives
CONTACT INFO
Read, learn, discuss – help.salsalabs.com
Training & Learning Team – [email protected]
Salsa Support – [email protected]
THANK YOU!