Using Salesforce Process Builder & Flow with Opportunity Contact Roles

Judi Sohn

This came out of a discussion (and Idea Exchange idea) on the Success Community around Process Builder’s inability to work with the Opportunity Contact Role object. Automatically create an Opportunity Contact Role record based on a lookup field on the Opportunity.

Making a Connection: Tips and Tricks for Designing a Contact Page

Byte Technology

How many times have you browsed a website with content you really liked and, wishing to stay abreast of new developments or additions, you searched in vain for a contact page only to find there wasn’t one? Give your users a reason to contact you.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

The Future of Customer Contact Center

Confessions of a Non-Profit Executive Director

Nowadays thousands of companies rely on third-party contact centers to provide support to their clients. Also, quite a few of the modern contact center agencies integrate social media channels into their operations. It would be wrong to think, however, that the evolution of contact center operations has reached the peak of maturity. By embracing the power of Genesys architecture , a contact center can make its overall operations more robust.

Contact - Plaza Publishing

AFP Blog

Contact - Plaza Publishing: "Charity News Alert MySpace launches UK charity channel myspace online channel- UK Make an impactGareth Jones Social networking site MySpace has launched MySpace Impact, an online channel designed to act as a hub for campaigning, charity and social action in the UK

Keep Better Contact Records with the Personal Email to Notes Feature

The Science Behind Engaging your Supporters

For fundraisers, the clarity of each donor contact record matters. A clean and complete contact record saves time and provides fundraisers with the full picture. It finds the right contact(s) based on the email address used in the To and CC of the message.

Google and Facebook Help Nepal Earthquake Survivors and Contacts Connect -

AFP Blog

Google and Facebook Help Nepal Earthquake Survivors and Contacts Connect - : "Google’s Person Finder was tracking about 6,300 records as of Monday evening. Anyone can enter a person’s name, biographical information and photograph into Google’s database. You can specify whether you are that person, are seeking information about that person or have reason to believe the person is either alive or missing. Google does not review or verify the data." 'via via Blog this'. NPNepal

Wild Apricot Releases New Global Plan With 50,000 Contact Limit

Wild Apricot

Today Wild Apricot launched a new Global Plan, which can support up to 50,000 contacts. Read the full details of this plan here. Global-Plan

Keep Contact Lenses Current with Acuvue’s Easy Text Reminders

Mobile Commons

If you’ve ever had contact lenses, you know that the refill process can be a pain – and if you forget your refill, you might spend a day or two walking around half-blind until you fix the problem! Contact lens manufacturer Acuvue has come up with an easy way to help people remember to get their lenses renewed.

This is the Easiest Membership Card Template: Upload Contacts & Complete in 3 Minutes

Wild Apricot

Everyone has a smartphone these days. That’s why many clubs and associations are switching from paper-printed membership cards (which are a big waste!) to digital membership cards. Here are the steps to get started yourself using Wild Apricot — the entire process only takes about three minutes

Blackbaud and Constant Contact Team Up: 5 FREE Webinars on Effective Nonprofit eCommunication

Tech Soup Blog

To help answer these questions as well as much more about effective ecommunication industry leaders Constant Contact and Blackbaud have teamed up to offer you a series of free webinars (sponsored by our partners Techsoup and NTEN ).

GUIDE: Voter Registration Campaigns for Nonprofits

The Science Behind Engaging your Supporters

organizing voter contactFor nonprofits which engage in advocacy around civic engagement or political issues, voter registration drives are a great tool for activating your volunteer base, deepening relationships within your community, and increasing local democratic participation.

Better Together: eTapestry and Constant Contact Team Up

Tech Soup Blog

If your organization uses separate tools for sending email and for managing donors, you know the kind of problems you can run into: finding potential donors in your email system that aren't in your donor management system, or sending duplicate messages to contacts you have listed in both systems.

How to Contact Nina Simon

Museum 2.0

by email nina @ museumtwo. com by phone 831.331.5460 by foot 1040 Mystery Spot Road Santa Cruz, CA 95065 by social media Facebook LinkedIn Twitter you can chat with me on gchat (ninaksimon), ichat (qquetzal), and skype (ninaksimon

Blackbaud, Constant Contact, and TechSoup Team Up to Help You Become a Better Communicator

Tech Soup Blog

Constant Contact and Blackbaud have teamed up with TechSoup to offer you an exciting free series focused on helping you be a better communicator and fundraiser. Brought to you by: Online Fundraising blackbaud TechSoup constant contact email marketingFrank Barry is a digital and online marketing strategist at Blackbaud , but he's spent close to ten years helping nonprofits be more. effective online. Have you ever wondered if you were saying the right things to your.

Staying Cool: 5 Tips for Beating the Summer Heat While Doing Voter Outreach


organizer community advocacy webinar organizing voter contactNon-partisan civic engagement efforts are so important to the health of our democracy, but how do you protect your canvassers from the record-breaking summer heat? Here are five tips for keeping you and your canvassers safe while they're engaging voters and knocking doors. Stay hydrated. Make sure that you and your canvassers have access to plenty of cold water. The key is to drink as soon as you become thirsty.

5 Steps to Running a Campus Voter Registration Program


higher education organizing voter contactFor universities searching for ways to both grow students' engagement on campus and develop their education and participation as active citizens, voter registration programs have become an increasingly popular activity.

Why You Should Start Creating a Mid-Level Donor Program ASAP

The Science Behind Engaging your Supporters

Your mid-level giving manager should be the primary point of contact for these donors. Email signatures should encourage donors to reach out to the point of contact.

GUIDE: Growing and Sustaining your Volunteer Program

The Science Behind Engaging your Supporters

Provide your volunteers with a sense of stability by making sure that they have a point of contact at your organization. If you work at a nonprofit, you know what it feels like to have too much on your plate. You are eager to be as effective as possible, but you can’t do it all by yourself.

A New Landing Page, Just for Fundraisers

The Science Behind Engaging your Supporters

Using the Fundraising Management Landing Page in EveryAction, it's easier than ever to view this data, access critical lists of top donors, search for specific contacts, analyze campaign performance, and more.

Here's 28 Reasons Why Your Nonprofit Should Switch to EveryAction

The Science Behind Engaging your Supporters

EveryAction's organizing toolset is trusted by major labor unions and advocacy groups - providing them with access to SmartVAN, the gold standard in voter contact technology. #10. Match your contact records to nearly 100 social networks.

Are you a flickr contact pack rat or connoisseur?

Beth's Blog: How Nonprofits Can Use Social Media

Linktribution is given to Alan for designing the flickr contact acquisition behavior scale. My virtual colleague, Alan Levine, posted a reflection about educational technologists flickr contact acquisition behavior. Alan shared this about his own flickr contact acquisition behavior: When someone makes me a contact, the reflex is usually one of ???Ahh, Yup, I might be a Contact __ (BK added rhymes with score and begins with W).

Blackbaud, Constant Contact, and TechSoup Team Up to Help You Raise More Money in 2012!

Tech Soup Blog

Constant Contact and Blackbaud have teamed up with TechSoup to offer you. Have you ever wondered if you were saying the right things to your. supporters at the right times? Are you targeting your constituents and donors by. demographics, giving level and seasons, or simply treating them like they are. all the same? If you answered yes to any of the above or are simply interested in. learning from folks with over 20 years of experience in the email communication.

Optimized Mobile Donations Now with Apple Pay

The Science Behind Engaging your Supporters

Nonprofits stand to gain the same benefits with Apple Pay’s simplicity and ease of use for donors - donors can use Touch ID, Face ID, or double-click an Apple Watch to provide their payment and contact information to securely check out with just one touch.

Putting the Puzzle Pieces Together: Free Email Marketing Webinars from Blackbaud and Constant Contact


Our friends over at Blackbaud, in association with Constant Contact, have been running a great series on email marketing, Putting the Puzzle Pieces Together. There are still two live events left (and they're free): Effective Marketing Tips and Tricks for Clicks (on May 16 at 2:00 ET) Making the Most of Email Marketing (on June 14 at 3:00 pm ET) Seats are going fast, so be sure to head over and check them out.

Constant Contact and Blackbaud Seminar and Webinar Series: Hosted by TechSoup

Tech Soup Blog

Alec Stern is the vice president of strategic market development at Constant Contact , which provides email marketing solutions for nonprofits. Well look no further, Constant Contact, Blackbaud, and TechSoup have teamed up to present a clear and simple plan to engage current supporters and gain new ones. Looking to engage supporters online? Need an online communication plan?

Five Signs You Should Double Opt-In Your Emails

The Science Behind Engaging your Supporters

Your List is Reaching Thousands of Contacts. Yet, there's also an inverse relationship between the size of a list and your knowledge of its contacts. You're Struggling to Engage Contacts.

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Our EveryAction Hero: Rock the Vote

The Science Behind Engaging your Supporters

We also have a phone banking tool that is populated with contacts so people can can call young voters in swing states. All of their contact information from this form is captured and automatically gets populated into our EveryAction Account.

Is Your Contact Network More like Open Source or Propritery Software

Beth's Blog: How Nonprofits Can Use Social Media

I read CogDog's about how difficult it is to add contacts in LinkedIn, I scratched my head and then realized he was a mac user (not that there is anything wrong with that and I plan to switch soon myself). But I add contacts via a toolbar integrated with Outlook.

Your People -- Managing Contact Information for Members, Supporters, Attendees and Donors

Wild Apricot

Lamees Abourahma of Webbright Services is one such partner, and she recently did a great post on her blog about our association member and contact database functions. At Wild Apricot, we are blessed to have a number of terrific partners who provide services for our customers. While we've designed Wild Apricot to be easy-to-use, there are still folks who need additional help with things like account setup, graphic design, and custom scripting.

GUIDE: Using Donor Personas to Maximize Your Nonprofit Fundraising

The Science Behind Engaging your Supporters

Also worth considering: your software should provide easily-browsed and highly-sortable donation history for each contact.

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Challenges of Finding the Right Social Media

NCE Social Media

Here is a short video from Constant Contact on the challenges tackling social media and the metrics that are important, especially as you start using social media. Video constant contact metrics strugglesThe speaker discusses small business but it can easily be interchanged with nonprofit organization. What have been some of your struggles?

7 Tips to Make Sure That Your Nonprofit Fundraising Event Doesn't Flop

The Science Behind Engaging your Supporters

The page should include information about the organization, the event agenda, and a form to gather contact details from RSVPs. The event page's form should feed contact data into a CRM (Contact Relationship Management system) or event management software.

Five 2018 Political Campaign Trends that Nonprofits Should Use Too

The Science Behind Engaging your Supporters

The relational organizing approach entails mobilizing a campaign’s supporters to contact their friends and family, asking them to volunteer, vote, or donate.

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Tracking Long-Term Donor Value: The Report You Shouldn't Miss in 2019

The Science Behind Engaging your Supporters

In order to get the value provided by the channel breakdown in this report, you need to be tracking acquisition channel on all of your contacts, and using Origin Source Codes.

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Engage, Inform, Recruit: How Nonprofits Can Use Social Media to Recruit Donors and Volunteers


Constant Contact. Alec Stern Constant Contact nptech nten Social Media Volunteers Communications Fundraising Alec Stern. Founding Team, Vice President of Strategic Market Development. How can a nonprofit use social media to inspire donations and grow its volunteer base? Engagement Marketing, when done well, can become the single best source of new members, volunteers, or donors for any nonprofit organization.

Free and Open Source tool #14: SugarCRM

Zen and the Art of Nonprofit Technology

So for the next few tools, I’ll be describing CRMs (Constituent/Contact/Community/Customer Relationship Management). Home About Me Subscribe Zen and the Art of Nonprofit Technology Thoughtful and sometimes snarky perspectives on nonprofit technology Free and Open Source tool #14: SugarCRM March 27, 2008 Since I’ve been covering CRMs for the webinar today, I figured I’d switch categories on my free and open source software list.

The Nonprofit Fundraising Strategic Plan Guide


Tip: Before analyzing and building your audience segments, take steps to “prune” your email list of all disengaged contacts, like anyone who hasn't opened or clicked through a message in six months.

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The default occurs each time–blank Contact fields are filled with Lead data, all other Lead data is deleted. The checkbox field is always considered “blank,&# so any boxes that are checked for a Lead will never be checked when converted into an existing Contact.

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Network-Centric Advocacy

NetCentric Advocacy Advocacy Strategy for the Age of Connectivity.

The Power of Telling Your Organization’s Story


We are happy to share the following blog post from Alec Stern , Founding Team, Vice President of Strategic Market Development, at Constant Contact with you ahead of the conference. Be sure to connect with the Constant Contact team at the NTC! Communications Community Constant Contact nptech Social Media storytelling CommunicationsEach year for the Nonprofit Technology Conference, over one hundred organizations sponsor the conference and participate in the Science Fair.

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5 Reasons Nonprofits Shouldn't Miss Out On Peer-to-Peer Fundraising


There’s nothing wrong with that - after all, these are your supporters - but they can only give so much every year, so you’ll also want to find ways to connect with new people who support your mission but aren’t in your general contact base.

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Finding Data Management Solutions for Arts and Culture Organizations


For major donors and most loyal supporters, your donor database software should give your team the ability to track all of the information that they’ll need to remember about each donor - from detailed contact history to the contact information for their family members and financial planners.

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The Persistence of Email - Take 2


We had a great, collaborative spirit throughout the day based on what I see in hindsight as some shared understandings: Email tools such as Constant Contact and Vertical Response make broadcast emails and e-newsletters easier and more professional than ever. And having a full data strategy—integrating with forms on the web, contact databases and such, segmenting lists—won’t come without serious effort. Tags: email contact management Communication

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