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Salsa 101 interactive training
Salsa 101 interactive training
Salsa 101 interactive training
Salsa 101 interactive training
Salsa 101 interactive training
Salsa 101 interactive training
Salsa 101 interactive training
Salsa 101 interactive training
Salsa 101 interactive training
Salsa 101 interactive training
Salsa 101 interactive training
Salsa 101 interactive training
Salsa 101 interactive training
Salsa 101 interactive training
Salsa 101 interactive training
Salsa 101 interactive training
Salsa 101 interactive training
Salsa 101 interactive training
Salsa 101 interactive training
Salsa 101 interactive training
Salsa 101 interactive training
Salsa 101 interactive training
Salsa 101 interactive training
Salsa 101 interactive training
Salsa 101 interactive training
Salsa 101 interactive training
Salsa 101 interactive training
Salsa 101 interactive training
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Salsa 101 interactive training

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Companion presentation to the Salsa 101 interactive training webinar.

Companion presentation to the Salsa 101 interactive training webinar.

Published in: Self Improvement, Technology
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Transcript

  • 1. Interactive Training – Mild Salsa
    Jake Patoski
    Training and Online Learning Coordinator
  • 2. 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
  • 3. Add supporters
    Suggested reading & watching
    • Add supporter screen (Video)
    • 4. Import supporters: 1, 2, 3, 4 (Video)
    • 5. Deduplicate supporters
    • 6. Manually change supporter’s receive email value
    • 7. Manually change a supporter’s address
    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
  • 8. import your tab-delimited text file.
    1
    2
    1
    3
    2
    4
    3
    Add supporters
  • 9. deduplicateyour records.
    1
    2
    3
    4
    Add supporters
  • 10. manually unsubscribe a supporter
    1
    2
    4
    3
    5
    Add supporters
  • 11. manually change a supporter’s address
    1
    2
    3
    5
    4
    Add supporters
  • 12. Organic growth & Unsubscribes
    Suggested reading & watching
    Groups for segmenting and targeting
    • Groups
    • 13. Smart groups
    • 14. Exposing groups for supporters to opt in or opt out
    • 15. Sign-up pages
    • 16. Unsubscribe pages
    Sign-up pages
    Unsubscribe pages
  • 17. 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.
  • 18. create groups for your list segments.
    • Create three groups:
    One named for your organization, e.g. “Salsa”
    Another for the “Friends of <your name>”,
    A group named for your organization and state location, e.g. “Salsa_DC”
    1
    2
    3
    Organic growth & Unsubscribes
  • 19. create groups for your list segments.
    • Convert your third group, named after your org and location, to a smart group.
    1
    2
    3
    4
    2
    Organic growth & Unsubscribes
    3
    1
    4
  • 20. expose groups for inclusion in sign-up and unsubscribe pages.
    • Group membership is hidden to supporters unless this option is checked. This also allows them to choose which groups (segments, interest areas, etc.) they would like to be part of.
    2
    1
    Organic growth & Unsubscribes
    3
    4
  • 21. configure sign-up page and copy URL for your home page.
    1
    2
    3
    Organic growth & Unsubscribes
  • 22. configure sign-up page and copy URL for your home page.
    • Add default volunteering information fields.
    • 23. Require a confirmation via email from the submitter before adding as a supporter.
    Provide explanation of the sign-up page, and any special instructions (such as different groups/lists they can join, etc.
    • Associate tags with anyone who completes the sign-up page.
    • 24. Select fields to collect. Less can be more.
    • 25. Choose groups to automatically add users.
    • 26. Choose groups to join optionally.
    • 27. Set the landing page after submitting the sign-up page.
    • 28. Set up or add an autoresponse to send to the submitter.
    Organic growth & Unsubscribes
    • Add more explanatory text to your group selection area
    • 29. Add confirmation text before submitting the sign-up
    • 30. 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.
  • 31. 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
  • 32. Add supporters
    Suggested reading & watching
    Organic growth & Unsubscribes
    • Email templates
    • 33. Creating and sending an email blast
    • 34. Email blast FAQ
    Email blast
    Required activity
    • 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.
  • 35. familiarize yourself with templates and types of emails.
    1
    2
    3
    Email blast
  • 36. insert email content and unsubscribe link.
    1
    2
    3
    4
    5
    Email blast
  • 37. insert email content and unsubscribe link.
    Email blast
  • 38. set tracking and archiving options.
    Email blast
  • 39.
    • Determine your targeting strategy: target your Organization group and your “Organization_State” group.
    set up targeting.
    Email blast
  • 40. validate your email.
    Email blast
  • 41. review target count, schedule email blast, launch.
    Email blast
  • 42. Contact Us:
    Next Steps:
    Salsa Labs, Inc.
    1700 Connecticut Ave NW
    Suite 403
    Washington DC 20009
    202.558.2807
    support@salsalabs.com
    www.salsalabs.com
    Videos:
    www.youtube.com/salsalabsinc
    Supporter Management 1 & 2, Email 2
    Documentation:
    SalsaCommons.org -> Learn sidebar
    Next webinar:
    SalsaCommons.org -> Classes & Events sidebar

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