Judi Sohn

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How to report on donors who became donors over time in Salesforce

Judi Sohn

In our organization, all contacts are in Salesforce regardless of whether or not they've ever given us a dime, directly or indirectly. I realized that we didn't have an easy way set up to see how we were doing in converting some of those contacts to donors if they converted months or even years after their initial entry into our CRM.

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How to report on donors who became donors over time in Salesforce

Judi Sohn

In our organization, all contacts are in Salesforce regardless of whether or not they've ever given us a dime, directly or indirectly. Simply create a formula field, type number, I called it "Days to Donor Conversion": cv__First_Gift_Date__c – datevalue(CreatedDate). Maybe they get our eNewsletter.

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Life after Common Ground: Part 2 – Click & Pledge

Judi Sohn

This post is part 2 in a series of articles aimed at organizations on Common Ground who need to get excited about what’s next if they decide to stay on the Salesforce platform. An organization can build their forms to “speak” to Click & Pledge’s processor. And wow, is it robust. Just a few checkboxes.

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Introducing Apsona batch gift entry for the Nonprofit Starter Pack

Judi Sohn

The interface is clunky and it doesn’t proactively allow you to create donor records on the fly or apply payments to an existing opportunity record. While Common Ground’s batch tool was far from perfect, a lot of organizations used it and relied on it.

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Setting up an easy welcome series in Salesforce

Judi Sohn

Our strategy: We want to send new non-donor contacts a series of 3 short emails. Donor Status: Lifetime Hard Credit Count (a Convio Common Ground field) = null covers that since the communication wasn't aimed at donors. We have a lot of information on our website that may be harder for a new visitor to find.

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Setting up an easy welcome series in Salesforce

Judi Sohn

Our strategy: We want to send new non-donor contacts a series of 3 short emails. Donor Status: Lifetime Hard Credit Count (a Convio Common Ground field) = null covers that since the communication wasn't aimed at donors. We have a lot of information on our website that may be harder for a new visitor to find.

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Fight Colorectal Cancer: A Rebranding Tale

Judi Sohn

The organization I helped found as Colorectal Cancer Coalition in 2005 officially became Fight Colorectal Cancer on Monday, March 6, 2011. However, a small organization with a small budget can make some pretty big changes. She really understood the organizations. Absolutely positively not! Why did we do this? She got it.

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