New Salsa User Webinar - Part 2

NEW CAMPAIGN MANAGER TRAINING PART 2

Rebecca Wyatt, Online Learning Specialist

By the conclusion of this training, the learner will be able to:

• Create a donation page• Evaluate a donation page• Manage donations• Define the four types of actions which

can be taken in Salsa• Create a targeted action• Evaluate the performance of a targeted

action

Learning Objectives

Create a Donation Page

1.Create the content

2.Decide what supporter info to capture

3.Determine donation amounts

4.Determine follow up actions

Was my donation page successful?

Run this query in the Supporter package

Manage Donations

1. Add donations manually

2. List donations & sort donation list

Manage Refunds

Merchant Gateways which process refunds in Salsa:• Democracy Engine• Payflow Pro

By the conclusion of this training, the learner will be able to:

Create a donation page Evaluate a donation page Manage donations• Define the four types of actions which

can be taken in Salsa• Create a targeted action• Evaluate the performance of a targeted

action

Learning Objectives

The 4 Action Types

1. Petitions – Supporters sign a pledge or letter drafted by your organization

2. Targeted Actions – Supporters enter their zip code, review matching elected officials, and then send a letter to those officials

3. Multi-Content Targeted Actions – Supporters enter their zip code, review matching elected officials, and then send two or more letters to those officials

4. Blind Targeted Actions – Supporters enter their zip code and send a letter to their elected officials

Create a Targeted Action

Advocacy package > Create an Action or Petition> Targeted Action > Create New Action

Evaluate a Targeted Action

Advocacy Package > List Actions > Report

By the conclusion of this training, the learner will be able to:

Create a donation page Evaluate a donation page Manage donations Define the four types of actions which

can be taken in Salsa Create a targeted action Evaluate the performance of a targeted

action

Learning Objectives

CONTACT INFO

Read, learn, discuss – help.salsalabs.com

Training & Learning Team – [email protected]

Salsa Support – [email protected]

THANK YOU!