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.

Published in: Self Improvement
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Mild Salsa interactive webinar

  1. 1. Interactive Training – Mild Salsa<br />Jake Patoski<br />Training and Online Learning Coordinator<br />
  2. 2. Campaign workflow<br />Petitions<br />Donation Page<br />Advocacy Page<br />Targeted and Multi-Content Actions<br />Email blast<br />Reporting and Next Steps<br />Login here: <br />https://hq-org2.democracyinaction.org/salsa/hq/login.jsp<br />Login with the email address you signed up with for the webinar<br />Password: salsatraining<br />
  3. 3. Donation Page<br />training activities<br />enter your donation page content and set fields to collect<br />set payment options<br />set auto-responders, thank you text, and redirect page<br />set additional text<br />set additional options<br />
  4. 4. enter your donation page content and set fields to collect<br />Donation Page<br />
  5. 5. set payment options<br />Donation Page<br />
  6. 6. set auto-responders, thank you text, and redirect page<br />Donation Page<br />
  7. 7. set additional text<br />Donation Page<br />
  8. 8. set additional options<br />Donation Page<br />
  9. 9. Donation Page<br />additional resources<br />Setting up donation pages<br />More on recurring donations<br />More on merchant accounts<br />Manually entering single donations<br />Setting up a donation receipt<br />Donation FAQ<br />All about Donations<br />
  10. 10. Advocacy Page<br />Petitions<br />Targeted and Multi-Content Actions<br />training activities<br />Set up petition page<br />Set up action page – choose between targeted and multi-content action<br />
  11. 11. set your petition’s basic content<br />1<br />2<br />3<br />4<br />5<br />Petitions<br />
  12. 12. set your petition’s basic content<br />Petitions<br />
  13. 13. write your petition<br />Petitions<br />
  14. 14. collect information on your petition signers<br />Petitions<br />
  15. 15. set your signature preferences<br />Petitions<br />
  16. 16. set thank you / auto-response / redirect options<br />Petitions<br />
  17. 17. Petitions<br />additional reading<br />Set up a petition page<br />Webinar review of the Actions package<br />Advocacy Campaigns overview<br />
  18. 18. set up an action page<br />1<br />2<br />3<br />4<br />5<br />Targeted and Multi-Content Actions<br />
  19. 19. set action content<br />Targeted and Multi-Content Actions<br />
  20. 20. set letters to the targets (standard action)<br />Targeted and Multi-Content Actions<br />
  21. 21. set letters to the targets (multi-content)<br />Targeted and Multi-Content Actions<br />
  22. 22. set targets (standard action)<br />Targeted and Multi-Content Actions<br />
  23. 23. set targets (multi-content action)<br />Targeted and Multi-Content Actions<br />
  24. 24. collect user information<br />Targeted and Multi-Content Actions<br />
  25. 25. set restrictions<br />Targeted and Multi-Content Actions<br />
  26. 26. set thank you text / redirect page / auto-responder<br />Targeted and Multi-Content Actions<br />
  27. 27. Targeted and Multi-Content Actions<br />additional reading<br />Creating a targeted (standard) action<br />Creating a multi-content targeted action<br />More about custom recipient/targets<br />Advocacy Campaigns overview<br />Best practices / case studies of Action campaigns<br />Webinar review of the Actions package (Video)<br />
  28. 28. Email blast<br />training activities<br />Copy the email.<br />Update email action/donation links with tracking code.<br />Send test, view action link and tracking code.<br />
  29. 29. copy the email<br />1<br />1<br />2<br />2<br />3<br />3<br />Email blast<br />
  30. 30. update action/donation links with tracking code<br />1<br />2<br />3<br />4<br />2<br />Email blast<br />http://org2.democracyinaction.org/o/7216/p/dia/action/public/?action_KEY=7526&track=<trackingcode><br />
  31. 31. send test email and verify link with tracking code<br />1<br />2<br />Email blast<br />
  32. 32. Email blast<br />additional reading<br />Setting up tracking codes<br />
  33. 33. Reporting and Next Steps<br />training activities<br />Donations – view donations list<br />Donations – filter on tracking code<br />Advocacy – Reports page<br />Built-in reports for Donations and Actions<br />Queries<br />Preparing for your next message in a series<br />
  34. 34. view donations list<br />1<br />2<br />Reporting and Next Steps<br />
  35. 35. 3<br />1<br />2<br />filter on tracking code<br />Reporting and Next Steps<br />
  36. 36. advocacy – reports page<br />1<br />2<br />3<br />Reporting and Next Steps<br />
  37. 37. advocacy – reports page<br />Reporting and Next Steps<br />
  38. 38. built-in reports for donations and actions<br />Reporting and Next Steps<br />
  39. 39. queries <br />Reporting and Next Steps<br />
  40. 40. preparing for your next message in a series<br />Create group for previous action-takers / donors<br />Create query for group<br />Set group to smart group using previous query (optional)<br />Update tracking code in email blast<br />Suppress group from email blast<br />Reporting and Next Steps<br />
  41. 41. preparing for your next message in a series<br />Create group for previous action-takers / donors<br />Reporting and Next Steps<br />
  42. 42. preparing for your next message in a series<br />2. Create query for group<br />Reporting and Next Steps<br />
  43. 43. preparing for your next message in a series<br />3. Set group to smart group using previous query (optional)<br />Reporting and Next Steps<br />
  44. 44. preparing for your next message in a series<br />Update tracking code in email blast<br />2<br />1<br />3<br />Reporting and Next Steps<br />http://org2.democracyinaction.org/o/7216/p/dia/action/public/?action_KEY=7526&track=AlertOrAppeal2<br />
  45. 45. preparing for your next message in a series<br />5. Suppress group from email blast<br />Reporting and Next Steps<br />
  46. 46. Reporting and Next Steps<br />additional reading<br />More on the Donations list<br />More on the built-in donation reports<br />More on all built-in reports<br />
  47. 47. Contact Us:<br />Next Steps:<br />Salsa Labs, Inc.<br />1700 Connecticut Ave NW<br />Suite 403<br />Washington DC 20009<br />202.558.2807<br />support@salsalabs.com<br />www.salsalabs.com<br />Videos:<br />www.youtube.com/salsalabsinc<br />Documentation:<br />SalsaCommons.org -> Learn sidebar<br />Next webinar:<br />SalsaCommons.org -> Classes & Events sidebar<br />
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