Judi Sohn

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Life after Common Ground: Part 4 – Soapbox Engage

Judi Sohn

I had barely touched Joomla before I started playing with a Soapbox Engage demo, and it took me maybe 30 minutes to learn my way around the basics without any tutorials or guidance. This is ideal for organizations that have to quickly put up or change a form without having to worry about getting a web developer involved.

Life 221
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ScreenSteps: Simple documentation

Judi Sohn

And it was cumbersome to organize and build. This application makes building step-by-step tutorials so incredibly easy. I considered making a private Posterous or blog for the docs, but I think I'm going to stick to HTML where the template is easier to edit, and I can more easily organize content and embed in Salesforce.

Jing 140
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Setting up an easy welcome series in Salesforce

Judi Sohn

Here's how (note: this tutorial assumes that you have administration rights in Salesforce for all objects mentioned): 1. Using email templates and workflow rules, this is super easy to set up in Salesforce. I'm surprised how many nonprofits I talk to using Salesforce don't realize how easy this is. Just click and go.

Template 154
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Setting up an easy welcome series in Salesforce

Judi Sohn

Here's how (note: this tutorial assumes that you have administration rights in Salesforce for all objects mentioned): 1. Using email templates and workflow rules, this is super easy to set up in Salesforce. I'm surprised how many nonprofits I talk to using Salesforce don't realize how easy this is. Just click and go.

Template 100
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My top 5 Salesforce/Common Ground administrator tips (as presented at the Convio Summit)

Judi Sohn

This year, there were enough nonprofit organizations already on Common Ground to warrant a session or two aimed at users, rather than just to sell existing Convio clients to the application as was found at previous Summits. I just got back from 3 fabulous days in Baltimore at the Convio Summit user conference. Nice time saver.

Convio 113
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Salesforce crossroads: A decision reached

Judi Sohn

Today, while by no means a perfect fit for all organizations (and yes, it can be buggy and the admin interface still sucks in spots) that condescending “you’re not worthy of us&# attitude is all but gone from Convio. We’re living proof.

Convio 100
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Salesforce crossroads: A decision reached

Judi Sohn

Today, while by no means a perfect fit for all organizations (and yes, it can be buggy and the admin interface still sucks in spots) that condescending “you’re not worthy of us&# attitude is all but gone from Convio. We’re living proof.

Convio 100