Salsa 101 interactive training

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Companion presentation to the Salsa 101 interactive training webinar.

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Salsa 101 interactive training

  1. 1. Interactive Training – Mild Salsa<br />Jake Patoski<br />Training and Online Learning Coordinator<br />
  2. 2. The Salsa Shuffle<br />Add a single or batch of supporters<br />Add supporters<br />Edit /dedupe supporter records<br />Segmenting and targeting<br />Organic growth & unsubscribes<br />Sign-up pages<br />Unsubscribe pages<br />Setting up your content<br />Email blast<br />Email options<br />Targeting<br />Scheduling and sending<br />
  3. 3. Add supporters<br />Suggested reading & watching<br /><ul><li>Add supporter screen (Video)
  4. 4. Import supporters: 1, 2, 3, 4 (Video)
  5. 5. Deduplicate supporters
  6. 6. Manually change supporter’s receive email value
  7. 7. Manually change a supporter’s address</li></ul>Add a single or batch of supporters<br />Edit /dedupe supporter records<br />Required activity<br /><ul><li>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.)</li></li></ul><li>Add supporters<br />Add a single or batch of supporters<br />Edit /dedupe supporter records<br />Training activities<br />Add yourself as a supporter<br /><ul><li>You’ll always need to be able to add just a single supporter.</li></ul>Import your tab-delimited text file<br /><ul><li>You will often upload offline files from other databases, or import updated supporter info in bulk.</li></ul>Deduplicate your records<br /><ul><li>Keep your database fresh and clean, and prevent sending duplicate emails.</li></ul>Manually unsubscribe a record<br /><ul><li>Sometimes, despite your links to an unsubscribe page, your supporters will demand via email or phone that you remove them from your list.</li></ul>Manually change a supporter’s address<br /><ul><li>Sometimes you only need to update just one supporter’s profile information.</li></li></ul><li>add yourself as a supporter.<br />1<br />2<br />3<br />4<br />Add supporters<br />
  8. 8. import your tab-delimited text file.<br />1<br />2<br />1<br />3<br />2<br />4<br />3<br />Add supporters<br />
  9. 9. deduplicateyour records.<br />1<br />2<br />3<br />4<br />Add supporters<br />
  10. 10. manually unsubscribe a supporter<br />1<br />2<br />4<br />3<br />5<br />Add supporters<br />
  11. 11. manually change a supporter’s address<br />1<br />2<br />3<br />5<br />4<br />Add supporters<br />
  12. 12. Organic growth & Unsubscribes<br />Suggested reading & watching<br />Groups for segmenting and targeting<br /><ul><li>Groups
  13. 13. Smart groups
  14. 14. Exposing groups for supporters to opt in or opt out
  15. 15. Sign-up pages
  16. 16. Unsubscribe pages</li></ul>Sign-up pages<br />Unsubscribe pages<br />
  17. 17. Organic growth & Unsubscribes<br />Sign-up pages<br />Unsubscribe pages<br />Segmenting and targeting<br />training activities<br />Create groups for your list segments.<br />Expose groups for inclusion in sign-up and unsubscribe pages.<br />Configure sign-up page and copy URL for your home page.<br />Create an unsubscribe page and place unsubscribe link in your template or email blast.<br />
  18. 18. create groups for your list segments.<br /><ul><li>Create three groups: </li></ul>One named for your organization, e.g. “Salsa”<br />Another for the “Friends of <your name>”,<br />A group named for your organization and state location, e.g. “Salsa_DC”<br />1<br />2<br />3<br />Organic growth & Unsubscribes<br />
  19. 19. create groups for your list segments.<br /><ul><li>Convert your third group, named after your org and location, to a smart group.</li></ul>1<br />2<br />3<br />4<br />2<br />Organic growth & Unsubscribes<br />3<br />1<br />4<br />
  20. 20. expose groups for inclusion in sign-up and unsubscribe pages.<br /><ul><li>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.</li></ul>2<br />1<br />Organic growth & Unsubscribes<br />3<br />4<br />
  21. 21. configure sign-up page and copy URL for your home page.<br />1<br />2<br />3<br />Organic growth & Unsubscribes<br />
  22. 22. configure sign-up page and copy URL for your home page.<br /><ul><li>Add default volunteering information fields.
  23. 23. Require a confirmation via email from the submitter before adding as a supporter.</li></ul>Provide explanation of the sign-up page, and any special instructions (such as different groups/lists they can join, etc.<br /><ul><li>Associate tags with anyone who completes the sign-up page.
  24. 24. Select fields to collect. Less can be more.
  25. 25. Choose groups to automatically add users.
  26. 26. Choose groups to join optionally.
  27. 27. Set the landing page after submitting the sign-up page.
  28. 28. Set up or add an autoresponse to send to the submitter.</li></ul>Organic growth & Unsubscribes<br /><ul><li>Add more explanatory text to your group selection area
  29. 29. Add confirmation text before submitting the sign-up
  30. 30. Add text/HTML before or after the submit button</li></li></ul><li>create an unsubscribe page and place unsubscribe link in your template or email blast.<br />After clicking the “Save” button, this link becomes available to insert into your email blasts/templates.<br />This text will appear before group opt-outs.<br />This text will appear after the group opt-outs, but before the unsubscribe button.<br />Organic growth & Unsubscribes<br />After clicking unsubscribe, the page to be redirected to – like a home page or a last-chance ask.<br />
  31. 31. create an unsubscribe page and place unsubscribe link in your template or email blast.<br />If they belong to groups, they will only be allowed to remove themselves from the groups, not the entire list.<br />Select which groups that they can choose to unsubscribe from.<br />Assign an email to be sent to the unsubscriber.<br />Organic growth & Unsubscribes<br />
  32. 32. Add supporters<br />Suggested reading & watching<br />Organic growth & Unsubscribes<br /><ul><li>Email templates
  33. 33. Creating and sending an email blast
  34. 34. Email blast FAQ</li></ul>Email blast<br />Required activity<br /><ul><li>Draft an email to send to your previously imported records.</li></li></ul><li>Email blast<br />Setting up your content<br />Email options<br />Targeting<br />Scheduling and sending<br />training activities<br />Familiarize yourself with templates and types of emails.<br />Insert email content and unsubscribe link.<br />Set up targeting.<br />Validate your email.<br />Review target count, schedule email blast, launch.<br />
  35. 35. familiarize yourself with templates and types of emails.<br />1<br />2<br />3<br />Email blast<br />
  36. 36. insert email content and unsubscribe link.<br />1<br />2<br />3<br />4<br />5<br />Email blast<br />
  37. 37. insert email content and unsubscribe link.<br />Email blast<br />
  38. 38. set tracking and archiving options.<br />Email blast<br />
  39. 39. <ul><li>Determine your targeting strategy: target your Organization group and your “Organization_State” group. </li></ul>set up targeting.<br />Email blast<br />
  40. 40. validate your email.<br />Email blast<br />
  41. 41. review target count, schedule email blast, launch.<br />Email blast<br />
  42. 42. Contact Us:<br />Next Steps:<br />Salsa Labs, Inc.<br />1700 Connecticut Ave NW<br />Suite 403<br />Washington DC 20009<br />202.558.2807<br />support@salsalabs.com<br />www.salsalabs.com<br />Videos:<br />www.youtube.com/salsalabsinc<br />Supporter Management 1 & 2, Email 2 <br />Documentation:<br />SalsaCommons.org -> Learn sidebar<br />Next webinar:<br />SalsaCommons.org -> Classes & Events sidebar<br />

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