Interactive Training – Mild Salsa

Jake PatoskiTraining and Online Learning Coordinator

Email blast

Organic growth & unsubscribes

Add supporters

The Salsa ShuffleAdd a single or batch

of supporters

Edit /dedupe supporter records

Segmenting and targeting

Sign-up pages

Unsubscribe pages

Setting up your content

Email options

Targeting

Scheduling and sending

Add supportersSuggested reading & watching

Required activity

• Add supporter screen (Video)• Import supporters: 1, 2, 3, 4 (Video)• Deduplicate supporters• Manually change supporter’s receive email value• Manually change a supporter’s address

• 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.)

Add a single or batch of supporters

Edit /dedupe supporter records

Training activities

1. Add yourself as a supporter• You’ll always need to be able to add just a single supporter.

2. Import your tab-delimited text file• You will often upload offline files from other databases, or import

updated supporter info in bulk.

3. Deduplicate your records• Keep your database fresh and clean, and prevent sending

duplicate emails.

4. Manually unsubscribe a record• Sometimes, despite your links to an unsubscribe page, your

supporters will demand via email or phone that you remove them from your list.

5. Manually change a supporter’s address• Sometimes you only need to update just one supporter’s profile

information.

Add supporters Add a single or batch of supporters

Edit /dedupe supporter records

add yourself as a supporter.

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Add supporters

import your tab-delimited text file.

Add supporters

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deduplicate your records.

Add supporters

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manually unsubscribe a supporter

Add supporters

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5

manually change a supporter’s address

Add supporters

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Organic growth & Unsubscribes

Groups for segmenting and targeting

Sign-up pages

Unsubscribe pages

Suggested reading & watching

• Groups• Smart groups• Exposing groups for supporters to opt in or opt out• Sign-up pages• Unsubscribe pages

Organic growth & Unsubscribes Sign-up pages Unsubscribe pages

training activities

1. Create groups for your list segments.2. Expose groups for inclusion in sign-up and

unsubscribe pages.3. Configure sign-up page and copy URL for your

home page.4. Create an unsubscribe page and place

unsubscribe link in your template or email blast.

Segmenting and targeting

Organic growth & Unsubscribes

create groups for your list segments.

• Create three groups: 1. One named for your organization, e.g.

“Salsa”2. Another for the “Friends of <your name>”,3. A group named for your organization and

state location, e.g. “Salsa_DC”

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Organic growth & Unsubscribes

create groups for your list segments.• Convert your third group, named after your org

and location, to a smart group.

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Organic growth & Unsubscribes

expose groups for inclusion in sign-up and unsubscribe pages.

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• 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.

Organic growth & Unsubscribes

configure sign-up page and copy URL for your home page.

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Organic growth & Unsubscribes

configure sign-up page and copy URL for your home page.

Provide explanation of the sign-up page, and any special instructions (such as different groups/lists they can join, etc.

• Select fields to collect. Less can be more.

• Choose groups to automatically add users.

• Choose groups to join optionally.

• Add more explanatory text to your group selection area

• Add confirmation text before submitting the sign-up

• Add text/HTML before or after the submit button

• Set the landing page after submitting the sign-up page.

• Set up or add an autoresponse to send to the submitter.

• Associate tags with anyone who completes the sign-up page.

• Add default volunteering information fields.

• Require a confirmation via email from the submitter before adding as a supporter.

Organic growth & Unsubscribes

create an unsubscribe page and place unsubscribe link in your template or email blast.

After clicking the “Save” button, this link becomes available to insert into your email blasts/templates.

This text will appear before group opt-outs.

This text will appear after the group opt-outs, but before the unsubscribe button.

After clicking unsubscribe, the page to be redirected to – like a home page or a last-chance ask.

Organic growth & Unsubscribes

create an unsubscribe page and place unsubscribe link in your template or email blast.

If they belong to groups, they will only be allowed to remove themselves from the groups, not the entire list.

Select which groups that they can choose to unsubscribe from.

Assign an email to be sent to the unsubscriber.

Email blast

Organic growth & Unsubscribes

Add supportersSuggested reading & watching

• Email templates• Creating and sending an email blast• Email blast FAQ

Required activity

• Draft an email to send to your previously imported records.

Email blast

training activities

1. 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.

Setting up your content Email options Targeting Scheduling and

sending

Email blast

familiarize yourself with templates and types of emails.

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Email blast

insert email content and unsubscribe link.

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Email blast

insert email content and unsubscribe link.

Email blast

set tracking and archiving options.

Email blast

set up targeting. • Determine your targeting strategy: target your Organization group and your “Organization_State” group.

Email blast

validate your email.

Email blast

review target count, schedule email blast, launch.

Contact Us:Salsa Labs, Inc.1700 Connecticut Ave NWSuite 403Washington DC 20009202.558.2807

support@salsalabs.comwww.salsalabs.com

Next Steps:Videos:www.youtube.com/salsalabsincSupporter Management 1 & 2, Email 2

Documentation:SalsaCommons.org -> Learn sidebar

Next webinar:SalsaCommons.org -> Classes & Events

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