Download - New Salsa User Webinar - Part 2
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NEW CAMPAIGN MANAGER TRAINING PART 2
Rebecca Wyatt, Online Learning Specialist
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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
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Create a Donation Page
1.Create the content
2.Decide what supporter info to capture
3.Determine donation amounts
4.Determine follow up actions
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Was my donation page successful?
Run this query in the Supporter package
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Manage Donations
1. Add donations manually
2. List donations & sort donation list
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Manage Refunds
Merchant Gateways which process refunds in Salsa:• Democracy Engine• Payflow Pro
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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
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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
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Create a Targeted Action
Advocacy package > Create an Action or Petition> Targeted Action > Create New Action
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Evaluate a Targeted Action
Advocacy Package > List Actions > Report
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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
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CONTACT INFO
Read, learn, discuss – help.salsalabs.com
Training & Learning Team – [email protected]
Salsa Support – [email protected]
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THANK YOU!