New Salsa User Webinar - Part 2

402 views
332 views

Published on

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.dpuf

Published in: Technology
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
402
On SlideShare
0
From Embeds
0
Number of Embeds
0
Actions
Shares
0
Downloads
11
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

  • ----- 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 Salsa User Webinar - Part 2

    1. 1. NEW CAMPAIGN MANAGER TRAINING PART 2 Rebecca Wyatt, Online Learning Specialist
    2. 2. 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
    3. 3. Create a Donation Page 1.Create the content 1.Decide what supporter info to capture 1.Determine donation amounts 1.Determine follow up actions
    4. 4. Was my donation page successful? Run this query in the Supporter package
    5. 5. Manage Donations 1. Add donations manually 1. List donations & sort donation list
    6. 6. Manage Refunds Merchant Gateways which process refunds in Salsa: • Democracy Engine • Payflow Pro
    7. 7. 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
    8. 8. 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
    9. 9. Create a Targeted Action Advocacy package > Create an Action or Petition> Targeted Action > Create New Action
    10. 10. Evaluate a Targeted Action Advocacy Package > List Actions > Report
    11. 11. 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
    12. 12. CONTACT INFO Read, learn, discuss – help.salsalabs.com Training & Learning Team – training@salsalabs.com Salsa Support – support@salsalabs.com
    13. 13. THANK YOU!

    ×