NEW CAMPAIGN
MANAGER TRAINING
PART 1
Rebecca Wyatt,
Online Learning
Specialist
By the conclusion of this training, the learner will be able to:
• Log into their Salsa account
• Effectively navigate thr...
Log in
1) Go to www.salsalabs.com
2) Find the Client Login link at the
top of the screen.
3) 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
1...
Managing Duplicate Records
1. Click “Deduplicate Supporters” to
manually merge records
(individually or in one batch)
2. D...
Group of Supporters
Organize supporters into groups.
Common groups:
1. Geography based - City/State/Region
1. Action based...
Ways to Add Supporters to Groups
1. From the supporter detail
1. From the group page
1. When importing supporters
1. Popul...
By the conclusion of this training, the learner will be
able to:
 Log into their Salsa account
 Create a new supporter
...
Create a signup page
Website package -> Signup Page dropdown -> Add new
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 an Email Blast
1.Create and name the blast
1.Create the email content
1.Target which supporters
receive the email
2...
Was my email blast successful?
1. Open Rate – The number of
unique people who opened
the email
2. Click-through Rate – The...
Getting Support
Option 1:
Email support@salsalabs.com
and manually include your
organization key
Option 2:
From within Sal...
Getting Support
Go to help.salsalabs.com
Log in
Submit new help requests
or check on existing
requests
Search the Commons ...
CONTACT INFO
Read, learn, discuss – help.salsalabs.com
Training & Learning Team – training@salsalabs.com
Salsa Support – s...
THANK YOU!
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  • ----- Meeting Notes (5/20/14 09:31) -----
    Once logged in, show how to click around to see different packages (how navigation works)

  • ----- Meeting Notes (5/20/14 09:38) -----
    https://hq.salsalabs.com/salsa/hq/p/salsa/common/hq/dashboard/

    Next logical question: If records are automatically created - are there duplicates?
  • Condition type = tags; supporter category is tagged with; signup: pageID#

  • ----- Meeting Notes (5/20/14 09:38) -----
    https://hq.salsalabs.com/salsa/hq/p/salsa/common/hq/dashboard/

    Next logical question: If records are automatically created - are there duplicates?
  • New campaign manager training part 1

    1. 1. NEW CAMPAIGN MANAGER TRAINING PART 1 Rebecca Wyatt, Online Learning Specialist
    2. 2. 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
    3. 3. Log in 1) Go to www.salsalabs.com 2) Find the Client Login link at the top of the screen. 3) Fill out the form and Log in!
    4. 4. Multiple Ways to Create a Supporter 1.Import a list 2.Click “Add Supporter” to manually add one new person of supporters 1.Supporter records are automatically created when users: 1. Complete actions 2. Submit a form on a sign-up page 3. Make an online donation 4. or register for an event
    5. 5. 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
    6. 6. Group of Supporters Organize supporters into groups. Common groups: 1. Geography based - City/State/Region 1. Action based - Donors/Action-takers 1. List based - Newsletters/Action Alerts/Press Releases/Media 1. Issue based – Climate/Human Rights/Labor
    7. 7. Ways to Add Supporters to Groups 1. From the supporter detail 1. From the group page 1. When importing supporters 1. Populated from a Salsa page (sign-up, action, etc.) 1. From query results 1. Smart groups
    8. 8. 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
    9. 9. Create a signup page Website package -> Signup Page dropdown -> Add new
    10. 10. Publish a signup page 1.Grab the “View Page” URL and link to it any where on your site
    11. 11. Evaluate a signup page How many supporters signed up via this page?
    12. 12. 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
    13. 13. Create an Email Blast 1.Create and name the blast 1.Create the email content 1.Target which supporters receive the email 2.Validate and schedule/send the email
    14. 14. 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
    15. 15. Getting Support Option 1: Email support@salsalabs.com and manually include your organization key Option 2: From within Salsa dashboard, click on “Submit a Support Ticket”
    16. 16. Getting Support Go to help.salsalabs.com Log in Submit new help requests or check on existing requests Search the Commons and collaborate
    17. 17. CONTACT INFO Read, learn, discuss – help.salsalabs.com Training & Learning Team – training@salsalabs.com Salsa Support – support@salsalabs.com
    18. 18. THANK YOU!

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