Interactive Training – Mild Salsa Jake Patoski Training and Online Learning Coordinator
The Salsa Shuffle Add a single or batch of supporters Add supporters Edit /dedupe supporter records Segmenting and targeting Organic growth & unsubscribes Sign-up pages Unsubscribe pages Setting up your content Email blast Email options Targeting Scheduling and sending
Add a single or batch of supporters Edit /dedupe supporter records Required activity
Create a tab-delimited text file containing your information and four contact records of coworkers or friends (please get their permission ahead of time – you will be emailing them later as part of this tutorial!). Use the following file as a template. (Read more on how to open and save a tab-delimited text file in Excel.)
Add supporters Add a single or batch of supporters Edit /dedupe supporter records Training activities Add yourself as a supporter
You’ll always need to be able to add just a single supporter.
Import your tab-delimited text file
You will often upload offline files from other databases, or import updated supporter info in bulk.
Deduplicate your records
Keep your database fresh and clean, and prevent sending duplicate emails.
Manually unsubscribe a record
Sometimes, despite your links to an unsubscribe page, your supporters will demand via email or phone that you remove them from your list.
Manually change a supporter’s address
Sometimes you only need to update just one supporter’s profile information.
add yourself as a supporter. 1 2 3 4 Add supporters
import your tab-delimited text file. 1 2 1 3 2 4 3 Add supporters
deduplicateyour records. 1 2 3 4 Add supporters
Organic growth & Unsubscribes Sign-up pages Unsubscribe pages Segmenting and targeting training activities Create groups for your list segments. Expose groups for inclusion in sign-up and unsubscribe pages. Configure sign-up page and copy URL for your home page. Create an unsubscribe page and place unsubscribe link in your template or email blast.
Set the landing page after submitting the sign-up page.
Set up or add an autoresponse to send to the submitter.
Organic growth & Unsubscribes
Add more explanatory text to your group selection area
Add confirmation text before submitting the sign-up
Add text/HTML before or after the submit button
create an unsubscribe page and place unsubscribe link in your template or email blast. After clicking the “Save” button, this link becomes available to insert into your email blasts/templates. This text will appear before group opt-outs. This text will appear after the group opt-outs, but before the unsubscribe button. Organic growth & Unsubscribes After clicking unsubscribe, the page to be redirected to – like a home page or a last-chance ask.
create an unsubscribe page and place unsubscribe link in your template or email blast. If they belong to groups, they will only be allowed to remove themselves from the groups, not the entire list. Select which groups that they can choose to unsubscribe from. Assign an email to be sent to the unsubscriber. Organic growth & Unsubscribes
Draft an email to send to your previously imported records.
Email blast Setting up your content Email options Targeting Scheduling and sending training activities Familiarize yourself with templates and types of emails. Insert email content and unsubscribe link. Set up targeting. Validate your email. Review target count, schedule email blast, launch.
familiarize yourself with templates and types of emails. 1 2 3 Email blast