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A complete campaign in Salsa
The Salsa ShuffleOR
Training Activities    1. Create groups for your list segments.    2. Configure sign-up page and copy URL for your       h...
Create groups for your list segments.    •Create three groups:        1. One named for your new supporters        2. Anoth...
Configure sign-up page and copy URL for your home page.                                              12                   ...
Configure sign-up page and copy URL for your home page.Provide explanationof the sign-uppage, and any special             ...
A quick word about tags and groups
training activities1. enter your donation page content and set fields   to collect2. set payment options3. set auto-respon...
enter your donation page content and set fields to collect
set payment options
set auto-responders, thank you text, and redirect page
set additional text
set additional options
additional resources1.   Setting up donation pages2.   More on recurring donations3.   More on merchant accounts4.   Manua...
training activities  1. Set up petition page  2. Set up action page – choose between targeted     and multi-content action
set your petition’s basic content                                1                       2                            3   ...
set your petition’s basic content
write your petition
collect information on your petition signers
set your signature preferences
set thank you / auto-response / redirect options
additional reading1. Set up a petition page2. Webinar review of the Actions package3. Advocacy Campaigns overview
set up an action page                                1                        2                            3              ...
set action content
set letters to the targets (standard action)
set letters to the targets (multi-content)
set targets (standard action)
set targets (multi-content action)
collect user information
set restrictions
set thank you text / redirect page / auto-responder
additional reading1. Creating a targeted (standard) action2. Creating a multi-content targeted action3. More about custom ...
training activities1. Familiarize yourself with templates and types of   emails.2. Insert email content and unsubscribe li...
familiarize yourself with templates and types of emails.                    1                                             ...
insert email content and unsubscribe link.                      13              2                              4          ...
insert email content and unsubscribe link.
set tracking and archiving options.
•Determine your targeting strategy: targetset up targeting.   your Organization group and your                    “Organiz...
validate your email.
review target count, schedule email blast, launch.
Contact Us:Salsa Labs, Inc.1700 Connecticut Ave NWSuite 403Washington DC 20009202.558.2807training@salsalabs.comsupport@sa...
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Salsa Complete Campaign Webinar

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A whirlwind tour of a complete campaign -- donations, advocacy, supporter management, and email blasts

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Transcript of "Salsa Complete Campaign Webinar"

  1. 1. A complete campaign in Salsa
  2. 2. The Salsa ShuffleOR
  3. 3. Training Activities 1. Create groups for your list segments. 2. Configure sign-up page and copy URL for your home page.
  4. 4. Create groups for your list segments. •Create three groups: 1. One named for your new supporters 2. Another for Donors 3. A group to exclude from future emails 1 2 3
  5. 5. Configure sign-up page and copy URL for your home page. 12 3
  6. 6. Configure sign-up page and copy URL for your home page.Provide explanationof the sign-uppage, and any special •Add default volunteeringinstructions (such as information fields.different groups/lists •Require a confirmationthey can join, etc. via email from the •Select fields to collect. submitter before adding •Set the landing page Less can be more. as a supporter. after submitting the sign- •Choose groups to up page. automatically add users. •Set up or add an •Choose groups to join autoresponse to send to optionally. the submitter. •Add more explanatory text •Associate tags with to your group selection area anyone who completes •Add confirmation text the sign-up page. before submitting the sign- up •Add text/HTML before or after the submit button
  7. 7. A quick word about tags and groups
  8. 8. training activities1. enter your donation page content and set fields to collect2. set payment options3. set auto-responders, thank you text, and redirect page4. set additional text5. set additional options
  9. 9. enter your donation page content and set fields to collect
  10. 10. set payment options
  11. 11. set auto-responders, thank you text, and redirect page
  12. 12. set additional text
  13. 13. set additional options
  14. 14. additional resources1. Setting up donation pages2. More on recurring donations3. More on merchant accounts4. Manually entering single donations5. Setting up a donation receipt6. Donation FAQ7. All about Donations
  15. 15. training activities 1. Set up petition page 2. Set up action page – choose between targeted and multi-content action
  16. 16. set your petition’s basic content 1 2 3 4 5
  17. 17. set your petition’s basic content
  18. 18. write your petition
  19. 19. collect information on your petition signers
  20. 20. set your signature preferences
  21. 21. set thank you / auto-response / redirect options
  22. 22. additional reading1. Set up a petition page2. Webinar review of the Actions package3. Advocacy Campaigns overview
  23. 23. set up an action page 1 2 3 4 5
  24. 24. set action content
  25. 25. set letters to the targets (standard action)
  26. 26. set letters to the targets (multi-content)
  27. 27. set targets (standard action)
  28. 28. set targets (multi-content action)
  29. 29. collect user information
  30. 30. set restrictions
  31. 31. set thank you text / redirect page / auto-responder
  32. 32. additional reading1. Creating a targeted (standard) action2. Creating a multi-content targeted action3. More about custom recipient/targets4. Advocacy Campaigns overview5. Best practices / case studies of Action campaigns6. Webinar review of the Actions package (Video)
  33. 33. training activities1. Familiarize yourself with templates and types of emails.2. Insert email content and unsubscribe link.3. Set up targeting.4. Validate your email.5. Review target count, schedule email blast, launch.
  34. 34. familiarize yourself with templates and types of emails. 1 2 3
  35. 35. insert email content and unsubscribe link. 13 2 4 5
  36. 36. insert email content and unsubscribe link.
  37. 37. set tracking and archiving options.
  38. 38. •Determine your targeting strategy: targetset up targeting. your Organization group and your “Organization_State” group.
  39. 39. validate your email.
  40. 40. review target count, schedule email blast, launch.
  41. 41. Contact Us:Salsa Labs, Inc.1700 Connecticut Ave NWSuite 403Washington DC 20009202.558.2807training@salsalabs.comsupport@salsalabs.comwww.salsalabs.com
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