IN ~30 MINUTES
Salsa Labs Training & Learning
The guide for this webinar!
A merchant gateway account
A template to use
Determining tax status
Get started! Navigate to your
Donations package, and click
the Create a Donation Page
•Enter a Reference Name – only seen on the
•Header section is your main content area
•Include information about the donation
campaign you‟re running
•Also include any information your
supporters should know before they donate
(tax-status, receipts, how the money will be
•Content can be created using the
WYSIWYG or by composing/pasting HTML
•The Footer section is often left blank, but is a
good spot for legal disclaimers or other noncritical information.
•Click save & continue to advance to the User
User Info tab
•Salsa requires the seven fields you see
listed in grey on this tab.
•Click the add another field link at the to
add additional fields to your page.
•To require a supporter to fill out a field,
check the „Required?‟ checkbox to the right
of each field.
•If you would like to automatically add
donors from this donation page to a group,
click + Add a group. Then click the
magnifying glass icon or the field itself to
bring up your group selection window.
•Repeat steps 3 and 4 to add additional
groups as needed.
•Click save & continue to advance to the
•Determine the suggested donation options by
typing them into the Comma delimited Amounts
•Nothing but numbers in this box!
•Optional - allow supporters to make a recurring
payment by checking the Include Recurring
Payments box, or make it only recurring
•Merchant gateway dependent!
•In the Merchant Gateway dropdown menu,
select the appropriate merchant gateway
installed on your account.
•Click save & continue to advance to the Follow
•Here you can decide to:
•Sent a receipt
Follow Up tab
•Alert your staff to a new donation
•Redirect your donor to take further action
•Click + Add a new response to create an autoresponse
from scratch within the donation page workflow; or click +
Add an existing response to reuse a previously created
•Here‟s a quick receipt example:
Confirmation Code: [[PNREF]][[RPREF]]
Donation Amount: $[[amount]]
Donation Date: [[CURRENT_DATE]]
Donation Made By: [[First_Name]] [[Last_Name]]
[[Street]] [[Street 2]]
[[City]] [[State]] [[Zip]]
•Decide whether to 1) display a thank you message to
your supporters after donating or 2) send them to a web
page of your choosing (don‟t forget to include http://)
View and test your
• To retrieve the page URL:
•Salsa 2: Show Publishing Tools in
the upper right of your screen,
then click the View Page link
within that box
•Salsa Classic: click the View
Page link in the upper right.
•A new tab/window will open up with
your ready-to-share donation page.
Copy the URL of that page to share
with your supporters.
•To test the donation page workflow,
enter all 1‟s in your credit card fields.
•This will skip the merchant
gateway process and just test the
workflow of the Salsa page itself.
Check out your
•Places to review donations coming in:
•Donations -> List all donations
•Report -> Donation report
•Supporter Management -> query for
donors (this returns supporter values,
not donation values)
•What should you do with donors?
•Suppress them from successive
•Report back on the success of the
•Ask them for a higher donation next
time – seriously!
•A good baseline measurement of
fundraising: $1 raised per active member per
•Consider asking supporters to share your
donation pages around birthdays/holidays –
instead of a gift, give donations!
•Analyze your donors outside of Salsa – do
they have lots of followers/friends on
Twitter/Facebook? Reach out personally and
ask them to share the donation page link.
•„Gamify‟ your fundraising:
•The top donor gets naming rights
•Enter a custom field for “Referral” – the
supporter with the most referral
donations wins a prize
Adding a dropdown designation on
donation pages https://help.salsalabs.com/entries/225260
Autofill fields on donation page through
email link https://help.salsalabs.com/entries/225438
Donation FAQ https://help.salsalabs.com/entries/225449
Tracking your donations https://help.salsalabs.com/entries/225449
Donation reporting –
Read, learn, discuss – help.salsalabs.com
Training & Learning Team – email@example.com
Salsa Support – firstname.lastname@example.org