ORGANIZING YOUR
SUPPORTERS: GETTING
THE MOST OUT OF YOUR QUERIES
Rebecca Wyatt,
Online Learning
Specialist
By the conclusion of this training, the learner
will be able to:
• Identify effective goals for supporter list
building an...
Goal: Grow supporter list
• Grow the numbers
• Send constant fundraising &
action alerts
• Hope something sticks
Goal: Bui...
• Active supporters
• Grasstops and major donors
• Lapsed supporters
• New supporters
Broad Supporter Categories
1. Take an action forwarded by a
friend
2. Sign up for more action alerts on
this issue
3. Receive action alerts and take
...
By the conclusion of this training, the learner
will be able to:
 Identify effective goals for supporter list
building an...
A query
Is a list of supporters who____.
• Have made a recurring
donation
• Have donated more than
$10,000
• Are in X legi...
Add queried supporters to a group
Why didn’t this work?
This Salsa user wanted to export a list of supporters
with their legislative districts.
Easiest way:
Find a similar, built-in report and “clone and
edit” it.
Custom Reports
• Active supporters
• Grasstops and major donors
• Lapsed supporters
• New supporters
Broad Supporter Categories
Active Supporters: Who are they?
Active Supporters: What are their
interests?
Active Supporters: Targeting an email blast
• Active supporters
• Grasstops and major donors
• Lapsed supporters
• New supporters
Broad Supporter Categories
Who are your Grasstops?
Properties: Aggregate report, reporting on supporter
& supporter_action objects
Filter: Number of ...
Who are your Grasstops?
This report shows which supporters have completed
the most advocacy actions.
Who are your major donors?
This query shows you who’s total donations
(via Salsa) total more than a specified amount.
• Active supporters
• Grasstops and major donors
• Lapsed supporters
• New supporters
Broad Supporter Categories
Who are your lapsed action takers?
Properties: Aggregate report, reporting on supporter
& supporter_action objects
Filter:...
Lapsed donors (query)
• Active supporters
• Grasstops and major donors
• Lapsed supporters
• New supporters
Broad Supporter Categories
Welcome new supporters
By the conclusion of this training, the learner
will be able to:
 Identify effective goals for supporter list
building an...
CONTACT INFO
Read, learn, discuss – help.salsalabs.com
Training & Learning Team – training@salsalabs.com
Salsa Support – s...
THANK YOU!
Organize your supporters - making the most out of queries
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Organize your supporters - making the most out of queries

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Knowing and organizing your supporters is the keystone of any successful campaign. You can use queries to get the list of supporters you want. Learn the concepts behind queries, some of our “staff favorite” queries, and actions you can take after segmenting your list.

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  • Example content – action with newsletter sign-up (on redirect?)
  • Can’t export a column of legislative districts
  • Organize your supporters - making the most out of queries

    1. 1. ORGANIZING YOUR SUPPORTERS: GETTING THE MOST OUT OF YOUR QUERIES Rebecca Wyatt, Online Learning Specialist
    2. 2. By the conclusion of this training, the learner will be able to: • Identify effective goals for supporter list building and management • Define types of supporters • Identify when to use queries instead of reports • Build queries to identify supporters in each supporter type • Target email blasts to supporter groups Learning Objectives
    3. 3. Goal: Grow supporter list • Grow the numbers • Send constant fundraising & action alerts • Hope something sticks Goal: Build solid message, reputation, and presence • Manage list (list hygiene + segmentation strategies) • Send regular newsletter & action alerts targeted to the right audience What’s your goal? Result: Email deliverability declines Result: Build it and they will come
    4. 4. • Active supporters • Grasstops and major donors • Lapsed supporters • New supporters Broad Supporter Categories
    5. 5. 1. Take an action forwarded by a friend 2. Sign up for more action alerts on this issue 3. Receive action alerts and take action two more times on this issue 4. Receive donation request specific to this issue 5. Make a donation Ladder of Engagement
    6. 6. By the conclusion of this training, the learner will be able to:  Identify effective goals for supporter list building and management  Define types of supporters • Identify when to use queries instead of reports • Build queries to identify supporters in each supporter type • Target email blasts to supporter groups Learning Objectives
    7. 7. A query Is a list of supporters who____. • Have made a recurring donation • Have donated more than $10,000 • Are in X legislative district Allows you to update supporter records. A report A list of almost anything in Salsa • Total donations by month • A list of donations made in honor of a person • Legislative districts for each supporter Is read-only. Data cannot be updated (unless you re-import the list). Queries vs. Reports
    8. 8. Add queried supporters to a group
    9. 9. Why didn’t this work? This Salsa user wanted to export a list of supporters with their legislative districts.
    10. 10. Easiest way: Find a similar, built-in report and “clone and edit” it. Custom Reports
    11. 11. • Active supporters • Grasstops and major donors • Lapsed supporters • New supporters Broad Supporter Categories
    12. 12. Active Supporters: Who are they?
    13. 13. Active Supporters: What are their interests?
    14. 14. Active Supporters: Targeting an email blast
    15. 15. • Active supporters • Grasstops and major donors • Lapsed supporters • New supporters Broad Supporter Categories
    16. 16. Who are your Grasstops? Properties: Aggregate report, reporting on supporter & supporter_action objects Filter: Number of actions > a number
    17. 17. Who are your Grasstops? This report shows which supporters have completed the most advocacy actions.
    18. 18. Who are your major donors? This query shows you who’s total donations (via Salsa) total more than a specified amount.
    19. 19. • Active supporters • Grasstops and major donors • Lapsed supporters • New supporters Broad Supporter Categories
    20. 20. Who are your lapsed action takers? Properties: Aggregate report, reporting on supporter & supporter_action objects Filter: Most recent action date < Jan 1 current year
    21. 21. Lapsed donors (query)
    22. 22. • Active supporters • Grasstops and major donors • Lapsed supporters • New supporters Broad Supporter Categories
    23. 23. Welcome new supporters
    24. 24. By the conclusion of this training, the learner will be able to:  Identify effective goals for supporter list building and management  Define types of supporters  Identify when to use queries instead of reports  Build queries to identify supporters in each supporter type  Target email blasts to supporter groups Learning Objectives
    25. 25. CONTACT INFO Read, learn, discuss – help.salsalabs.com Training & Learning Team – training@salsalabs.com Salsa Support – support@salsalabs.com
    26. 26. THANK YOU!

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