Hey everyone! It's Stephanie from Guiding Force
Consulting and today I want to talk a bit about the power of Salesforce Campaigns for nonprofits.
Many nonprofits are using Campaigns but I'm not sure if you're familiar with the full extent
of the capabilities, so I want to talk about a few features and make sure you know that they're
available, so you can basically track your events, fundraising campaigns and marketing campaigns to
a greater degree. Let's get started. This is my development
demo org so the data in here is not
real. When you come into Salesforce you should have Campaigns listed. If you don't have it at
the top, you may not have the marketing checkbox checked on your user profile. Your Salesforce
administrator should be able to help you with that. If you still don't see it, you might see
a pencil over here on the right hand side that you can click and that pencil will let you add
the Campaign tab to the top of your box up here. So once you're in Campaigns, you c
an click new
and depending on how your system is set up, it might open a new box immediately or it might
give you the choice of a type of Campaign. Go ahead and give it a name. Let's say we're going to do a year end stewardship
event. Active means that people can choose this Campaign when they're selecting it on donations
or invitations. The type; this may be different for everyone. For me, it's going to be an Event.
And then you can say if it's planned, in progress, completed or aborted. W
e're going to say it's in
progress. And because it's year end, we're going to start November 1st and finish on the 31st.
I'm giving it a full month to track the campaign, not just the day of the actual event. If I was
hoping to get revenue, I can put those goals in here. This isn't that type of event. It's
going to be stewardship. Just know that you have the opportunity to do that and then you can
roll these up into a parent campaign. So if you had one overarching campaign and several small
ones that fall below it, you can connect them all in the hierarchy through a parent. Feel
free to give it a description if you want. So we're going to go ahead and save our campaign, and when you click on the details tab you'll see
all the information you just typed in. It's also going to let you know how many leads have been
added to this campaign, so you can use this for a prospecting event. How many leads were converted;
so they went from a lead to a contact. How many contacts you have.
How many have responded. How
many donations you've received. How many donations were won, if you will, so meaning received
is the status; as well as the dollar figure. When you go to related, if you don't see campaign
member statuses, this is something you can add on the setup side as a related list. What this
will do is allow you to pick the status of the people that are in your campaign. So right
now it's defaulted to responded or sent, but I'm going to change this to
invitation sent an
d then RSVP yes. Check Yes for responded because they did respond.
RSVP no; they still responded. Maybe, no reply. Maybe I also want to track who attended. I could put no show in here, but I'm
going to say if they're an RSVP yes, and I didn't switch it to attended, that
means they're a no show. I can pick the default so when I add new people into
this campaign, what is the default status. So we're going to change that. I want
the default to be invitation sent and then I want to get rid of t
hese default
ones, if you will, that started automatically. So now that I have the basics set up for my
campaign, I can go into campaign members and I can start adding people to this campaign. I can
add leads, contacts, or I can just create a whole list and upload it. So if I want to add contacts,
I can go ahead and just search. I can click the names that show up here, but I can also do a
search at the top and hit next. Let's move my box. I can pick what status I want for them; as
you see
it did default to the one I picked. And now all these people are in this campaign
as being sent an invitation to my event. Another cool thing you can do if you go
to your contacts, you can do a list view. So I had already created one that
is everyone who lives in Detroit who gave us donations this year.
You can do that through filters. Let's do all contacts, their city equals Detroit,
and let's say I had giving filter on here as well. I'm not going to do that because this is a demo
org and
doesn't have a ton of information. But you can see here this is my list. So you can create a
list, you can give it whatever filters you want. If you click on this button here in the
top, you can add this to a campaign. I'm going to add them to my stewardship event.
I'm going to say I sent them an invitation. And now, when I open up that event, all of these
individuals, if I go view all, will be added. So now I have invitation sent to everyone
here. So this is a really great way to bring pe
ople into a campaign. You can also import
and then manage. So if you click manage, it's another way to import a bunch of names or
contacts that you invited to an event. Just note that they're going to be added into Salesforce
as either a leader or contact if you do that. So once you have everyone in here, if you
received, let's say, four RSVP cards in the mail today. You can select those four
individuals and if you click update status, you can go ahead and say these four said yes. And
then
I get a phone call and Virginia told me she couldn't make it, so I can change her to no. And
then the event happened, and these folks attended, so you can very quickly update the statuses.
You can do them in bulk if you have the entire list that you want to change. The other thing
you can do, is you can pick the entire list, or just several people, and then you can
send the list an email. So this might be, don't forget the event is coming up, know before
you go, this is where you park, thi
s is what the attire is. It can be, don't forget that we'll be
accepting donations at the event. Don't forget you can purchase these additional add-ons if you click
here. So you can do whatever you want in this email. It does images, links, formatting, and then
you can send it right away, save it as a draft, or schedule it. So it's really nice to be able
to communicate with the people that are attending this event by managing them in a campaign.
Then if you go to the person's contact record
, if you have activities turned on, so some
people will have it right here, I have it I think under here, campaign history. I can see
that she was invited or attended or RSVP'd to this event. So anyone who's working with this contact
record can get a really quick bird's eye view of the people, and what events and activities that
they've participated in. So that's really nice. And then you can also track under your activities
tab, you know, sent a special note saying I look forward to seeing
you there; if you want to do
some exceptional stewardship. So campaigns are really powerful and you can use them for more
than just tracking donations. You can use them to track your events. With that said, it's not
a replacement for your event management tools like auctions and tickets and all of those
things. You can track tickets in Campaigns, but that's not really its intent. So take a
dive in. If you have more questions, let's talk! I would love to show you more about all the
ways th
at you can take advantage of Campaigns.
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