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Getting Started: Campaigns for Nonprofits

Getting Started: Campaigns for Nonprofits

Today we’re Getting Started with Campaigns for Nonprofits. We’ll talk about best practices for setting up
useful and replicable campaigns. This is part two of the Getting Started with
Engagement for Nonprofit series. I’m Jessie Rymph. I’m a Success Content
Specialist with You can follow me on Twitter @forcethesales. I have been a Salesforce Administrator for eight years mostly in
the nonprofit sector. I used to co-lead the Seattle nonprofit
user group and joining me today is Katie Powell. Katie will be helping out with
question and answers behind the scenes Katie has also been an Administrator
in the nonprofit sector for a long time and was co-leader of the Detroit women
in tech user group. Katie do you want to say hello? Hi everyone! Really looking forward to joining you on this session today. Thank you so much
for your help, Katie. Just a quick message for you read this real fast
Salesforce is a publicly traded company. Customers should make buying decisions
only based on products commercially available at the time that you make your
purchasing decision. We’re gonna go over a few logistics today. First things first I hope you all have been in the Power of Us help. This is our community
for Salesforce nonprofit users to get together and ask questions share
knowledge just you know further your involvement in the community. That
should be your go-to place when you have questions about nonprofit specific
Salesforce stuff. Key question here the recording and the slides will be
emailed and posted to you. I have a draft of the slides right now in the
handouts but I’ll send you the final slides in a couple of days. So you’ll get the recording in the slides in a couple days
don’t you worry. You can ask questions today throughout the webinar in the
GoToWebinar question widget and Katie will be answering your questions. We
will continue this discussion in the getting started group in the Power of Us
Hub. Join that group and ask any of your newbie questions. Don’t be embarrassed we’ve all started out you know at some point and no question is
dumb. Ask away. There are many people on there who are
willing to help you up. I highly recommend you join a local user group
meet up with people in person share your best practices with them learn from them. Really great community groups out there. I also hope that you are on trailhead
you’ve checked out our free fun online learning platform. Today I’ve made a trailmix for you which is specific to this webinar. I’m just gonna show you what that looks like, the trail mix is here it’s Getting Started with Campaigns
for Nonprofits. I’ve included some modules from trailhead and some links to
other projects other things I’m referencing throughout the webinar. You’ll get that the link to that today. You can just keep learning right after the webinar. This webinar is part of a series within the second
webinar of the series Getting Started with Engagement for Nonprofits. In the
first three webinars we’re focusing on standard salesforce and Nonprofit
Success Pack capabilities. By which I mean actions you can take in Salesforce
today without adding any additional tools or costs. In the first webinar
we talked about the many ways to send an email through Salesforce and that recording is available for you to watch now. Katie will post the
link to that in GoToWebinar. Today we’re talking all about campaigns. Next month join us for the third webinar on some great features in the
Nonprofit Success Pack. Which are engagement plans and levels. We’ll do
some automatic engagement scoring to move people between different levels and
here is the link for registering for all of these webinars. In March I’ll include some customers on the call, we’ll get their perspective on what
they’re using and what tools from third parties that they’ve integrated with
Salesforce. For additional engagement functionality such as email marketing
and advocacy. This is our character named Abby she represents the App
Exchange. In the spring we’ll be ready to soar to the next level by adding really sophisticated marketing automation. At least we’ll be ready to decide if we’re
ready for that. I will compare Marketing Cloud and Pardot to help you
know if you’re ready to take that leap The last part of the webinar at the end of April will be about Community Cloud. In which your constituents can
log-in and interact with you and with each other and really build a strong
connection. Today we’re talking about campaigns and the Salesforce Nonprofit Success Pack. The word campaign can have many
meanings you are may already use it to mean something very specific at your
organization but to paraphrase the Princess Bride “I’ll keep using this word
it may not mean what you think it means.” Clear your mind of all prior associations, take a deep breath, stretch a little bit. Except that in Salesforce
the world word campaign is basically a record of a group of contacts you want to store for not all time for a really long time that. This group of
people has something in common. You’re going to use a campaign record to do
that. Let’s say I have a group of stylish people leaning against a wall that I want to call and ask to donate. I will add them to my campaign. Here on
the right I have a group of people who attended a prayer group on Wednesday. I will add them to a different campaign. Here is another stylish person leaning against a wall so I will just go ahead
and add him to that campaign. These campaigns can really be anything with a
group of individuals. For nonprofits a campaign is commonly any outreach or
engagement you’d like to plan manage or track. We are going to I’m gonna have it
in the webinar today this stamp for best practices. That’s when I’m gonna
recommend this is really how we see the best way to use campaigns for Salesforce.
Some of the things I’m going to show you today are options. This is one good way
to do it but the best practices are gonna be things we highly recommend you
follow. Campaigns are great for fundraising including your direct mail,
appeals, and in-person solicitations nonprofits. Use campaigns for tracking
event attendance whether they’re fundraising events or classes or
webinars like this one. Campaigns are used to keep a record of who receives a
newsletter either printed or in their email. You can also use campaigns for
outreach or advocacy say you want to reach out to people in a certain
legislative district. Campaigns are also used in Volunteers for Salesforce but
we’re not going to be talking about that use of campaigns today. You might have
Volunteers for Salesforce installed if you’re using the trial NPSP or you
might have it already. That’s just a different way to use campaigns that we’re gonna ignore for now. Katie’s gonna launch a poll let
us know how are you using campaigns? How do you plan to use campaigns? Are you using them for fundraising tickets into the events, newsletters, outreach, or other? If you’re using them for other reasons after the poll is done we can go
ahead and share in the question/answer widget what the other ways are you using
campaigns. We’re always curious to learn more about what our customers are doing
help improve our content in the future and ever. I mean so many different nonprofits are using campaigns in really interesting ways. We’ve got 66% have voted anybody else? Katie you can go ahead and close that show us the
results. A good mix here of all different types primarily with fundraising appeals. Then go ahead and share in the question you can
close the poll. Everyone can share in the question widget other ways they’re
using campaigns. We will get back to that in a little bit cool. Mostly what we’re going to be talking about today is the fundraising appeals and a little bit
of newsletters. All of which were applicable to these other uses of campaigns Are you ready? Here we go. What we’re going to learn today? We’re gonna learn the basics this is a getting
started series. We’re gonna go pretty basic to start with about campaigns,
campaign hierarchies. Let’s talk about how all of your campaigns can be related
to each other opportunities and campaigns. How do you connect the money coming in with a source campaign? Where your money is coming from? We’ll talk about how to set up access to campaigns. This is some technical stuff for the Admins on the call. You should establish a good naming convention think before you start just jumping in and
naming your campaigns. We’ll talk about how to customize and categorize.
make your campaigns really work for your organization’s needs. How do you
track the status? The response of the people you’ve invited or asked. Did that
guy standing against a wall, did he donate when I called and asked him? If he did, let’s update his status to donated. Did Dante RSVP for next week’s prayer circle? We can mark him RSVP’d as yes.
Here are some basic goals to have when starting out with campaigns. These are
all achievable when you’re getting started. If you want to make fundraising appeals with mailing segments and compare performance over
time. You can reach out to your donor base in a timely, efficient, and repeatable manner. By repeatable I mean you set up campaigns that you can
easily clone for next year and compare year over year using the same process.
You’d like to be able to show at a high level your reports to your executive
director and your board. You want to train your staff to correctly at your
tribute gifts. So you know where all of your donations are coming from. These
are smart goals simple achievable. Let’s get started but just know campaigns are simple to set up but difficult to set up. Well, there are a lot of little decisions to make that can greatly impact. How useful your setup is so we have this fantastic new resource here to walk you through in detail. How
to implement your campaigns. This came out just at the end of last year. We’ll have a link for you in the trailmix. This guide is really great for when after this webinar it’s a 40 page
long document it goes really hand-in-hand with this webinar. You can
read through it and get more in-depth on all the topics of covering. Let’s dive in and look at campaigns. This is a campaign for Annual Fund for
the year 2018. First of all you’ll notice I am in Lightning. This is the new
Salesforce interface. If you have classic it looks very different and has different capabilities. In Lightening at the top here I have a highlights panel. I have some key fields up. Here I’ve got my total money that I brought
in through this campaign all rolled up here. My total number of opportunities that I have one note in the details section this active check
box because we’re going to talk about that a little bit more later. I’ve modified my page layout to have a section over here for my campaign
members. We can see a breakdown here I’ve got 66 total people in this campaign. 50 of whom I have sent this appeal to. 16 of whom have responded
so these are default statuses for campaign members. They start out as
sent and when they respond when they donate they we update their status to
responded let’s look at the campaign members. Here is our list of campaign
members. We can see this list of contacts whose respondent and who has
still just at the sent status. It a campaign can use contacts and lead
records elite is a type of record that you don’t have an established relationship with that person yet. Let’s say they’ve just filled out a form on
your website. You may barely have any information about them. You could store
that record as a lead. Those can be listed here as well you could have a
lead in a campaign the type would be lead. Let’s click through to see a contact. This takes us to the campaign member record which just
connects the contact, the campaign, and the status. Then from there, I can click
in to the contact record directly from here on the related list. I can see all the campaigns that this person has been involved in before. I had the name of
the campaign, the type of the campaign, and the status. Let’s go back to the 2018
Annual Fund great so this campaign is in a hierarchy and it’s connected to other
campaigns because it has this parent campaign filled out. From here I selected the Annual Fund which is the overall parent campaign here. Let’s
see from here I can click on this hierarchy button and get to the full
hierarchy. I have the Annual Fund which is my parent campaign. Then
these three years underneath. Let’s look at the Annual Fund here. I’m going to
show you here there’s a great section of campaign hierarchy information. On the
parent campaign you can see great detail here all of these rollup fields giving you totals for the entire hierarchy. The three years of the Annual Fund are rolling up right here we’ve earned this much money, this many opportunities, and this many people have responded have given the gifts.
Another way to look at even more information about in your hierarchy is
on your related list on your parent campaign. I’m going to click the view all here under campaign hierarchy. I get a great amount of information here. I don’t even have to run a report to get really fantastic details on how my
Annual Fund is doing. So campaign hierarchy here is another example we were looking at a simple example before of Annual
Fund up top with the three years. Below it here’s another way to do this your Annual Fund is your 2019 Annual Fund is your top campaign, your parent
campaign. Then you’ve got three different segments underneath it by
appeal. This is just one example this is an option for how you can set up
your campaign hierarchy. Most organizations have two or three levels
here is an example of a really much more complicated campaign hierarchy. I’ve got five tiers which is our the maximum you can have in your hierarchy so I
could have my parent campaign. Then divide it by year from their channel
is it going out through direct mail or email and then another campaign for
specific mailings. Then you can even set up some segments if you’re wanting
to test different appeals or different subject lines. This says Test A holiday
card and letter. Test B letter only. This is a very complex hierarchy situation you can use this to test to campaign different or to compare
different levels of the hierarchy. It might be overboard for your organization
just because you’re curious to test these different segments doesn’t mean
you should set that up because it’s more complicated to maintain. Just be really cautious when you’re setting up your hierarchy and go simple
to start with. This is a campaign hierarchy for sending out your newsletter. In this example I’m gonna have a record for each
time the person received my newsletter if it’s a monthly newsletter I’ve got it
going out printed and a newsletter and with this campaign structure I’m gonna
know who received the newsletter in January, who received it in February, etc. It’s gonna roll up to this channel campaign and roll up here. I get counts of who’s received the e-newsletter every time every year and
in my parent campaign I get a total of that all the people who received my
newsletter ever. That could be great if that’s something you’re interested in
it’s an option you can also have two unrelated campaigns. This is a much more
simple example, if you don’t care who received the January newsletter versus
the February newsletter. You don’t care who received it or how many people
received it in 2011. You can just use campaigns to track anyone who received
the newsletter and keep adding people as you get more people in. Removing
people, when they unsubscribe it, doesn’t even have to be per year just keep a
group of anyone in your newsletter. There are many options that work well
just keep it simple when you start out. Just know there aren’t, it really any
wrong ways to do it. There are a lot of better ways to do it. You can ask in
The Hub for more information about about setting up your hierarchy let’s look now
at how to connect opportunities with campaigns. I’m going to start on a contact record and you contact donation. This is a donation it’s my record type and I’m gonna fill this out I think I’m in the Jensen household. The amount is going to be one thousand
dollars closed date today. Let’s associate this here with the primary
source campaign is the annual fund 2019. Now I can put in my campaign member
status here if I don’t fill it out the status that’s default for a responded will be chosen. This is going to be posted. It was as simple as that to connect my campaign to my opportunity. When I look at the opportunity. Let’s see, let’s go to the campaign. Now I have should have an additional campaign member for Helene Jensen. Here she is and her gift is in here as well in the
related list of opportunities. Here’s the gift that I just made is now associated with this campaign. All I had to do is select the primary
campaign source when creating my new opportunity and my primary contact
campaign member status here. I can override the default status if I want to
or I can just let it roll in to the default. How do we quickly add and update campaign members. You can add campaign members to a campaign with from a report or a list view or you can add them from individual records. Let’s look at this I’m going to look at a report and from reports. I’m going to
find all folders and look in my NPSP fundraising reports. I’m going to pull
my Contact LYBUNT report that is a common fundraising acronym for last year
but not this year. They gave last year but not this year. This is a standard report comes with your NPSP. I’ve got 44 records here
and to add them quote to a campaign. All I need to do is click my down arrow here
add to campaign. I can find the campaign I want and select the members
status that I want them to have. In this case I’m just asking them initially. I would choose the sent status and I can update my campaign members here. If I
want to I could say if they’re already in there in my campaign update the
status with the one that I choose here. Alternatively I can use a contact list
view to add my contacts to a campaign so from my contacts tab my list views are
here and it defaults to a recently viewed but pull up another list that I’ve made so my organization is a animal shelter. I
have a list of people who are interested in receiving information about fostering dogs. I’ve pulled up this list I filtered it based on a checkbox for their interest. I can add them all to a campaign for receiving this next email
by clicking the top box here and adding them to a campaign. Alternatively, I can
just select a few people that I want and add them to a campaign. Again I’m going to select the campaign that I want it won’t be Annual Fund it be the foster
dog eating newsletter but and then select a status and from the list of you
can also update the selected members status the same way we did from the report. We looked at how to add to a campaign from a report or a list
view and it pretty simple to add from an individual record as well you’d go to
the campaign member from campaign history related list on a contact. You can click to add to a new campaign there you can also add or update your campaign members with using the NPSP data import tool. You can create your contacts with campaigns and opportunities all at the same time. This is an excel sheet you’re going to import with all of this information you
can add existing contacts to campaigns so you can export from a report on your
existing contacts manipulate a file in Excel and import it back in to add those
contacts. You can also use the same process for updating campaign member
statuses you can export a list update the status in Excel and import it back
in. If you’re not familiar with the NPSP data import tool, there is a webinar for that on Monday. You can learn all about that how to get started and
bring your data in. Katie if you could please post the link to that in the chat
so folks could sign up to about the NPSP data import tool this
coming Monday. Another tool we want to recommend I think Katie was the
one who told me I had to include this this is campaign combiner. Campaign
combiner you can combine two different campaigns into a third campaign you can
say give me everyone in this campaign and that campaign and put them into a
third for me or really powerful you can exclude everyone from one campaign.
Let’s say I want everyone from my fundraising campaign in 2018 but not
anyone in my VIP donors campaign. I could use campaign combiner from the App Exchange to get that done really quickly. Katie do you have any questions you want to go over or share how people are also using campaigns? There have been some great questions coming in so far. I am still
catching up to some of them but please keep them coming thank you. in terms of ways that organizations are using campaigns. Currently, we have some
organizations that are using them to measure attempts to increase engagement. Others that are using them for solicitation gathering sponsorships and other fundraising sources. We have an organization using campaigns to manage a rebranding effort. Another organization using them for newsletters and mailing segments like you mentioned. A lot of really useful creative applications of campaigns we’ve had a
few questions come through about getting campaign members into campaigns and you start covering that already. One question about cloning campaigns someone wondered. “Whether when you clone a campaign?” The campaign members are also included in the cloned record. The answer there was no, it just it just copies the details of the campaign. It would be you know name which you would edit but start date end
date and characteristics. It saves you time in that respect but then you would
use what are the methods for selecting which members you actually want on that
new clone campaign. Would that be a use for that campaign combiner app yes a
great use for a campaign combiner if you have a spring newsletter. Then you’re ready to send your fall newsletter kiddies campaign combiner to pull in
members that were in the spring campaign. Also, add new contacts or lead that may have come through since then and you know if that’s a free app. It is
a free app for nonprofits. Thank you so much. We will get back to some more questions and answers later well Katie will keep
answering them I’m gonna go ahead with the slides thank
you alright. We want to show you know this is another best practice you
should establish a naming convention. This is something where we suggest you
do this highly suggest when you’re naming your campaigns use meaningful and easily readable names. Make them related to your hierarchy for example bad idea
using racehorse names or TV characters. You know this would be something I would
do set up something really silly to make myself laugh while I’m doing my work
right cause data entry, database administration not
always fun. I might be tempted to do this not a great idea. A good idea
is to make it easy for people to search and understand what they’re looking for
type out have the full name their spring fund drive 2018. Then you could add on your different segments in the name as well a bad idea is to have this kind
of inconsistency, you start with a number you start with the name of the fund or to use codes a lot of us have our campaigns coded but I would suggest
putting that into another field it’s hard to search for
codes. It’s hard to remember exactly what’s going on. It’s hard when new
people come on board to your organization to onboard them have them
quickly be able to to find and understand what they’re seeing right? Is
that what is AF stand for? That is one best practice another best practice is
to have a campaign for unsolicited donations. I know you’re all are getting in money all the time you have no idea where it’s coming from you’re
just like please stop I’m overwhelmed with all these new donations right make
sure you’re associating each donation with the campaign. Even if it’s not coming from a specific appeal all these you know mystery anonymous gifts you’re
getting just the money left on your doorstep just keep track of that it came
that it’s unsolicited. This is the best practice just have all your donations
associated with a campaign it just helps a lot with your reporting. The next couple of slides or are for the admins or accidental admins or if you’re the
one who has to set this up and you didn’t know that made you an Admin!
Congratulations! These are Administrative tasks that you will now learn how to do. When you’re setting up campaign access everybody needs this one little checkbox checked. This is my user
record in Salesforce and I even though I’m a System Administrator on my user
record. I need this box checked for marketing user everyone who’s going to
create edit or delete campaigns needs. This box checked you need to check the
marketing user box and give them a profile that lets them create edit or
delete campaigns. If marketing user isn’t checked they may be able to view campaigns but if this box isn’t checked it is not happening they cannot modify campaigns. This is
a very common new Admin or Admin for eight years kind of thing we all forget this checkbox every user needs it my coworker described it as a rite of passage for admins to be like what is the deal with
that. It’s the checkbox. Once you remember that darn checkbox you can
like show other Admins that you really know your stuff it happens to all of us
we forget it even helped some other people out in the Power of Us however by
saying hey did you check that box? that could be why you can’t access campaigns
to edit them. Did I show you these fields? I think so, on the campaign there are there’s this amazing group of campaign hierarchy fields that
roll up the totals in the hierarchy give you really valuable information. These fields are not automatically visible to anyone. You need to create a permission set to assign these fields to everyone and you need to add them to
the page layout. A permission set grants additional permissions to
specific users on top of their existing profile permissions without modify the
existing profiles or create new profiles. I have added a trailhead project to the trailmix so you can learn how to create a permission set you can also
google it it’s a pretty simple common way to grant additional permissions. Even system administrators need permission to access these fields all
right here is another darn checkbox. I showed you the active campaign checkbox
on the campaign page layout you might remember that. This little checkbox controls which campaigns in appear in reports, in list views, using it
as a filter. I have a gift running here that’s showing you a real ListView that is based on all active campaigns or my active campaigns. This
is a common way to categorize your campaigns as either active or inactive
it helps you not see inactive clutter. It’s a great way to archive old campaigns if you don’t want to see them around they’re inactive. However, it’s not automatically checked on new campaigns. You could make a process to
automatically check active when a new campaign is created and that will be
really helpful to you and the guide to setting up campaigns
the long document. I mentioned that walks you through how to set up this process. You’ll get a link to that shortly Next, we want to talk about how to make campaigns work for your organization. How to add customized
fields get it to do specifically what you need. One option is to use record types so record types mean if you use different record types you can have
different page layouts. What you see on a newsletter record type. For example, it
would look different from when you go to a fundraising appeal campaign because
it’s tracking different different information. If you’re going to use record types we suggest you set them up at the height this high level of
categories. Each record would be mutually exclusive each record type no
fundraising appeal would also be outreach or advocacy. These are mutually
exclusive categories and you’d want the pages to all look different right? They
have different information there and different profiles could see different
page layouts for each record type. The default record types are called default
and volunteers if you have the volunteers for Salesforce installed
so record types are optional they do make things more complicated because
they give you more to maintain. You then would have all of these different page
layouts to maintain for different profiles. I’ve included a module in the trailmix from trailhead to help you understand record types and hierarchy
for campaigns. This is a trailhead module. It’s more suited for corporate employees but it still should
help you understand what records are how though record types in hierarchy can be
set up. Just use record types thoughtfully if you’re going to use them
a little more to clarify here about record types versus to hype the record type on the left. I’m going to select a record type this is when I’m
creating a new campaign. I’ve set up these different record types here and
that’s gonna control my page layout. That’s gonna be based on my profile as
well. This is completely different than a field called type and I have a
gift running over here showing you the type field the type field is a simple
pick list you’ve got different types listed here. All that does is let you
run a report categorize your campaigns let’s say you want to pull a report with
only your direct mail campaign. You could base the type filter on that. So the type filter or the type field is optional very simple doesn’t control
anything else whereas record type can control other
settings. These are both ways to categorize your campaigns help you run
your reports but they’re they’re very different. I would start out with
using the type fields just because it gives a lot more simplicity and if
you’re finding out that you really want different page layouts think more about
adding record types. Speaking of the type field that is one of the standard
fields that comes with campaigns that you can modify specifically for your
organization so type you could have fundraising appeal, fundraising event, appeal mailing, event invitation. You can choose what the
let me go back to the left side you can choose what shows up in your type
drop-down list here. You’re gonna have went out of the box you’re gonna have
some type values in here. That are from the corporate version of
Salesforce it’s like a booth at a show or I can’t remember what they’re but they won’t make any sense for a non-profit. You could just take those
types out so that’s one way to set up or customize make it work for your
organization the status field is also a standard field that you could modify you
use it to track the status right. This is for your campaign progress this is
just for you to know where you are in your planning process of your campaign.
Is it complete? Is it still in progress? you can modify the values in this pick
list if you want this doesn’t control anything else in Salesforce. It’s optional if you’re interested in using that and we also would recommend you
could change the label of the field called expected revenue to say a
campaign goal. Expected revenue is the field label that again comes from the
corporate side of things. If you change the label to say campaign goal that will help just makes more sense in the nonprofit world. That is
another option you could do to just make things work a little bit more smoothly
and beyond that you can create your own custom fields. Here are a few recommendations that we found a lot of organizations use create these fields
for themselves so you could track out count outbound communication by if it’s
email or direct mail. You can create a field called Channel and have the
different options there it could also be a phone call. You can track the report or the list view you use to add members to campaigns. I showed you how to use a report or a ListView to add your members there you
could have a field that just says either the name or has the link to the URL of
that report or list view. In the future you’re like “I don’t know how I
grab these people” “I don’t know what the filter criteria was.” Here you could just
you could have a link to that report so you could go back and see okay I was
looking for people who gave thirty-five dollars last year and live in Virginia
right that could be helpful or you could have a text field where you type out
that criteria for event campaigns. We don’t have any fields related to time or
location for your events they’re going to be other details you’re going to want
to have there as well for tracking your events that you can add. There’s some
great formula fields we’d recommend a lot of people want to know about the
hierarchy. In the implementation guide for campaigns the written document we’ve
got these formulas in there so you could see who is the ultimate parent and what
the level of hierarchy this campaign is in. You’ll find in the implementation guide and Salesforce is all about customization you can make any
fields you want. Just a couple quick questions if you have any good ones? People liked the tips that you provided about
the campaign a hierarchy set up and naming conventions. One question came
through about, “Whether there was a best practice recommendation for doing the
campaign name first followed by the year or the year first and the campaign name?” No, I think let’s see I know in Salesforce that there are some times it doesn’t like you to name they have things start with the numbers but that just might be fueled names so
okay. I was thinking if you start with the name and campaigns that are of similar types would be grouped together. If you have newsletter or annual appeal 2017 and you appeal 2018 those if you’re sorting by
name those will be together and that’s in line with some of with some of the
default NPSP naming patterns for things like opportunities. Where one of
the default of naming patterns would be the opportunity name and then the close
date. As long as it’s consistent among your team I would say that’s the most
important requirement. There might be a different opinion on the Power of Us Hub that was not something that I saw in the
research I was doing. Other people might have strong opinions on that. That could be a good question to ask there, true a good place to look. We have some community feedback right away so Felice says that they use the Year
first so they can search using the wild-card 2019 star I bring back all the campaigns for the current year. Thank you for sharing that. I’m gonna jump right back into the slides here that’s alright Let’s talk a little more detail about campaign members. Campaign member record links a contact or a lead
to a campaign. Includes a field specific for that person’s status within
the campaign. We have invited or asked these two gentlemen to give to our
campaign our spring appeal and with the default status of sent and Lucas gave.
When he gave I updated his status to gave or donated with an event your
campaign statuses would be different they’d be related to if they’re attending the event or not. I’ve added a custom field for the role of the
person because you could have your volunteers, your attendees, your table
captains, emcee, etc. Let’s look at how to set up campaign member statuses so I’m
gonna go to an event campaign go to my winter gala 2018 and on the
related tab I have a campaign member statuses. I had to add this related list to my campaign page layout and this is only how this works in lightning in
classic it’s different. I have a few different statuses here for my event
and I have sent is the default status. Anyone who’s added will get that status
unless I specify otherwise and I have these three other statuses. All three
you’ll notice are marked responded because when they have given us any indication of whether or not they’ve coming. They have at least acknowledged
our existence which feels nice right you want people to say “I see you. I do not
want to engage with you but I know you’re there.” Helps you feel good and these respondents are going to roll up we’re
going to get a total of how many people responded on our details page. When you’re setting up a new status you can type in the name there and whether or
not it counts as responded. You can also change your default status to one of the
other statuses. I can’t do this right now because I already have campaign members
associated with it so I’m not or do I? No, I don’t so I could change the
default status. Let’s choose a different
different default attend it great even though that doesn’t make any sense that
is how you could do that. Pretty simple once you get that related list
connected with your or on your page layout. I said that was pretty simple but there is a caveat. Every time you set up campaign
member statuses you have to do it separately for each campaign. There’s no
place that’s gonna store that you want these specific statuses just for your
event. You want these statuses for your appeals. The community everyone I talked to recommended a consults campaign status app. This app is on
the App Exchange. This lets you save your statuses that you want to use over
and over for your different campaigns. Otherwise, you’re gonna have to go back
in and add them each time and that is annoying and can lead you to easily
forget something. Everyone said check out AAA consults campaign set us
up because you want consistency and your campaign member status is you want to
run your reports three years later. I say how many people attended my event and you don’t want that some of your campaigns instead of saying attended it says went to something like that. Consistency is really key in being able to run these reports. speaking of reports just want to mention
some of the great campaign reports that come out of the box with your NPSP. We’ve got campaign ROI analysis report gives you your return on investment
opportunities by campaign source report. You can just go into your reports and search for these. They’re already there you’ve got some great dashboards
development forecasting NPSP campaign ROI analysis. If you’re running a new
report you’re going to create one on your own you can start with campaigns
with opportunities as a report type or you could use campaigns with campaign
members we have a great workbook the Nonprofit Success Pack reports workbook
which I’ve included in your trailmix. That walks you through there are 66 different reports it that or last I heard maybe they’re more now
that come with NPSP and the reports workbook will help you figure those out
so really great resource. You’re gonna check out the implementation guide for
campaigns and the reports workbook. Let’s look at reports a little bit actually I
want to look at dashboards to start. I have if you don’t have dashboards here
across the top you can find it by clicking on your waffle here and getting your dashboards. Let’s look at the dashboards. These come with NPSP
I’ll show you my campaign metrics dashboard is great. All of these are
based on you know how well my campaigns are doing which is what we want to know
right. I’ve put in my costs so that makes these reports have this wonderful information. Let’s click into campaign, metrics report to get the
totals here. I’ve got when I clicked from the dashboard into that report I
got all of my campaigns that met the criteria. I get a lot of great information here so you don’t have to build your own reports. You can if you want to but they’re really awesome information to help you out right here. Thank you all so much for joining us today here are the links if you want to write these down or go to
them now. Go ahead and get started trailhead this is the link to your trailmix. We’ve got your modules and your links to learn all this great stuff and
your campaigns for fundraising implementation guide. Read that through there’s gonna be even more information that when then we were able
to get to today. That’ll help you make the key decisions to setup your
campaigns well and check out the Salesforce org solution exchange. This
is in the Power of Us Hub other nonprofits on there are sharing
how they’re using Salesforce to meet their needs. They’re willing to talk
with you and say this is how I’m using campaign hierarchy. Just you can get
some great advice there also ya get additional help elsewhere in the Power
of Us Hub you’re confused about hierarchy your wanting to know should I
start my campaigns with names with a number or with text ask away premiere
success customers. If you have paid for this additional support from us we have
an accelerator coming on campaigns soon. You’ll be able to walk through a pretty similar content holding someone’s hand over the phone virtual hand-holding
and we’ll talk all this through with you in much more detail. That’s for our
premier customers and when you’re just getting started I would recommend
checking out certified implementation partners so these are the
consultants that we’ve vetted that say these are the experts. If you’re gonna
work with anybody these are the guys too. We recommend they know their stuff they
can help you set up your campaigns really well. Thank you so much for
joining us today! We do have a survey at the end of the
webinar. This is our first time running this webinar and this series. We’d really appreciate your feedback to be able to improve the webinar in the

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