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.

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

Wild Apricot Blog

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

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 ).

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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.

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

Nonprofits Challenged with Integrating Email, Growing, and Retaining Email Marketing Contact Lists, According to Sage Survey

AFP Blog

Nonprofits Challenged with Integrating Email, Growing, and Retaining Email Marketing Contact Lists, According to Sage Survey : Quarterly Survey Looked at North American Nonprofits’ Email Marketing Goals and Objectives AUSTIN, TX (March 1, 2012)—Sage North America today announced the results of its Sage Nonprofit Insights, Q4 2011, survey of U.S.

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?

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.

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

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.

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.

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).

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.

Member Round Up: Goodbye, sluggish dog days of summer.hello, change!


In other news, results from a recent survey of 1000 nonprofits by NTEN member Constant Contact reveals positive changes in the sector over the last year, including many reports of funding increases. Check out their findings and read the full report at Constant Contact 2012 Nonprofit Pulse Survey. Advanced Solutions International Amy Sample Ward care2 carie lewis Constant Contact danielle brigida Firstgiving Gloria Huang Jen Frazier Member Round Up member update nptech Social Media

The Art of Building Lasting Donor Relationships with One-To-One Marketing

Connection Cafe

Did you know that contact information and RFM (recency, frequency, monetary) data are enough to turn an unwelcome phone call into a happily given gift? Even minimal added data points can make a difference in creating personal contact with your donors.

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?

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

Wild Apricot Blog

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.

Inheriting Confusion in Fundraising: Strategies to Cope with Database Cleanup

Connection Cafe

The details of a deferred gift aren’t complete, who to contact regarding a fundraising agreement are vague, details of donor meetings are sketchy, or any other number of things that can slow you down. If you’re new and you can’t figure out who is the right contact, don’t be embarrassed.

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.

Boomer Bootcamp!


Any questions, please contact Katherine Hoehn at Message for SocialFish readers from my friend Shira Harrington – please share if you know anyone who might be interested!

Real-world Salesforce Visual Workflow for a nonprofit

Judi Sohn

I created a ScreenSteps document to show them step-by-step how to enter a new contact/household and distributed the PDF via email. To add a new prospective member they need to: Search to see if contact already exists. Add the spouse’s contact record, if known, to the Household.

How to Recruit Volunteers from Your Email List

Wild Apricot Blog

If you’re sending emails to your contact list, asking for volunteers, but not getting a lot of response, it’s likely that your emails are getting lost in your recipients’ inboxes.

New and Improved Messaging Features for Facebook Pages

John Haydon

These new features let you create more personalized conversations, manage your inbox, create notes for contacts, and even use canned replies. Facebook released an update of Facebook Pages messages for admins and moderators.

How to Nail the Soft Skills of Fundraising: The Face-to-Face Ask

Connection Cafe

Only 7% of communication is verbal – a whopping 55% is your body language and eye contact! Making and sustaining eye contact with them makes them feel as though you are speaking directly to them and that they are the most important person in the room during your conversation.

3 Reasons to Add Your NPO’s Phone Number to Google Search

NonProfit Hub

Google is making it even easier for people to contact your organization. By using Corporate Contact markup on your nonprofit’s website, you can add your organization’s contact information to Google’s Knowledge panel in some searches. The brief techie explanation: After you add the Corporate Contact markup to your website, Google’s indexing algorithms will process the phone numbers from your markup and make them eligible to be used in search results.

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Mapping an Engagement Strategy for Successful Year-End Appeals

Connection Cafe

Target the Best Donors— Select your biggest donors for personal contact. Set the goal of having each staff member in your organization contact five top donors by the end of the first week of December to share a meaningful message of gratitude.

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How to Be a Better Presenter, Even on the Fly

Connection Cafe

Use eye contact to check in with each audience member. Breathe…1…2…make eye contact…breathe…1…2…make eye contact. Make eye contact, single someone out, and have him or her answer a semi-rhetorical question to spring you into your next point.

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A Few Good Tools To Manage Your Online Professional Network Connections

Beth's Blog: How Nonprofits Can Use Social Media

Professional network contact management is a lot more powerful, but also a more complicated for individuals. Also, if you need to reactivate a past contact or search for a new one, LinkedIn is invaluable. But that can be tedious job even if you are only contacting a half dozen people.

The Six Week Solution for a Successful Year-End Giving Campaign

Connection Cafe

Select the biggest donors for personal contact the following week. Set of goal of having each staff member contact five individuals by December 7. WEEK 5: Contact Tier 2. Six weeks… As children, that seemed like an eternity.

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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.

February 11, 2015: National 2-1-1 Day


If you would like more information about 2-1-1s in general, please feel free to contact Lori Warrens, Senior Director of Community Solutions at VisionLink, and a founder of the national 2-1-1 system. Please contact Lori at Please help us in congratulating 2-1-1 !

Do’s and Don’ts for Your Next Email Fundraising Appeal

Connection Cafe

DO Include Offline Contact Information. Some people from your list may want to contact you directly for more information, or to make a larger gift. Remember that email solicitations should not be the only e-mail contact you have with your donors.

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44 Ways to Turn Nonprofit Supporters into Fundraising Superstars

Connection Cafe

Tell them how to approach their business contacts. Contacting a vendor or customer is different from asking their neighbor for support. Allow them to import email contacts into their fundraising dashboard. Turning your supporters into fundraising superstars isn’t easy.

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.


End-of-Year Planning: 7 Things to Get Done this October

Connection Cafe

Contacting social ambassadors – Ask for their commitment now to help you spread the word later around Thanksgiving, giving Tuesday and the rest of December.

How to Nail the Soft Skills of Fundraising: The Face-to-Face Ask

Connection Cafe

Only 7% of communication is verbal – a whopping 55% is your body language and eye contact! Making and sustaining eye contact with them makes them feel as though you are speaking directly to them and that they are the most important person in the room during your conversation.


Network-Centric Advocacy

NetCentric Advocacy Advocacy Strategy for the Age of Connectivity.

Data in the Wind | 4 Options for Fine-Tuning Old Data

Connection Cafe

Do you have a bunch of records that contain names only with no contact information or any other details? Most of our mailings are targeted to “recent” constituents: those who have visited in the past three years or specifically asked to be contacted.

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The BEST gift idea for your office!


Contact Jamie at for the latest discounts. Contact Jamie for details! Looking for an awesome gift for your colleagues, your boss or your Millennial staff? Look no further!

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