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.

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

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

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

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.

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 ).

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.

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.

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.

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.

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.

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?

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.

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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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.

12 Key Digital Engagement Trends from the 2018 M+R Benchmarks Report


EveryAction’s contact records can track nonprofit's relationships with their supporters across any channel. EveryAction’s Facebook ads manager integration provides the option to indicate which contact records were targeted for the ads, allowing users to measure results of how those ads increase supporter participation and engagement. FastAction is our safe and secure method of saving supporters contact and payment information across our platform.

5 Features Environmental Organizations Need From Their CRM


They’ll be thrilled to get emails that don’t just ask for more money, but also provide them ways to get involved, such tools to contact their elected officials or share your content on social media.

Planned Giving 101: What Nonprofits Need to Know


Planned Giving programs are unique in the world of nonprofit fundraising because of the length of time involved in the gift process, and the fact that multiple contacts beyond the donor themselves are often involved, such as lawyers, estate planners, and other beneficiaries.

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5 Signs Your Nonprofit Needs a New CRM


Your supporters are likely being contacted by multiple people within your organization. With that in mind, it is important for the staff of each department to be aware of the other ways that their targets are being contacted, and how they are responding.


Network-Centric Advocacy

NetCentric Advocacy Advocacy Strategy for the Age of Connectivity.

5 Ways Your Nonprofit Website Can Promote Planned Giving


Lighthouse Guild does this well - the first thing you'll see at the top of their Planned Giving page is a highlighted blurb directing donors to call their Director of Gift Planning, along with contact information. Keeping all of the contact history and information in one location is critical, so that it can be revisited at any point during the relationship or transferred easily during staff transitions. Planned Giving is a steadily growing area of focus for nonprofit fundraisers.

Id; } }} I won’t paste in the 400 line HTML form and code that it’s replacing… All the new code does is create a Household for a Contact when you’re creating a Contact. It also adds the Contact to the Individual account if you haven’t picked a different one. We had to build a custom Contact creation form that was seriously 400+ lines long. We couldn’t let people sync Outlook contacts for the same reason–now we can.


Our EveryAction Hero: Healthier Colorado


Digital advocacy will always be our first and most frequent point of contact. Healthier Colorado is a nonprofit working to elevate the voices of Coloradans in the public policy process, ensuring healthier standards of living across the state’s diverse communities.

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.

How Autism Society and Other Health Nonprofits Are Bridging the Gap Between Technology and Health Care


Beyond telling you who your official is, we went one step further and gave you all their contact information. FastAction is a safe and secure way for your supporters to save contact and payment information, allowing them to easily engage in the future with a single click. (This is the second post in our series featuring innovative ways nonprofits are using technology to build a better world.

5 Tech Best Practices Universities Should Use To Keep Alumni Connected


Other online features that make it easier for alumni to stay connected include self-service portals where they can update changes in their contact information and peer-to-peer fundraising capability which allows your most engaged alumni to act as ambassadors to their peers.

5 Tech Best Practices Universities Should Use To Keep Alumni Connected


Other online features that make it easier for alumni to stay connected include self-service portals where they can update changes in their contact information and peer-to-peer fundraising capability which allows your most engaged alumni to act as ambassadors to their peers.

Facebook Linked In Twitter Home About Home links for 2006-11-11 links for 2006-11-11 Last Updated on Saturday, 11 November 2006 08:27 Written by Steve Saturday, 11 November 2006 08:27 Account Address Copy to Contacts My modified version of the mass address updater: this one copies Account Billing Address to Contact Other address fields (tags: appexchange ) Public Campaign | Clean Money Clean Elections Scandals are rocking our nation’s capital.

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WealthEngine Integration Brings Powerful Donor Research Tool to EveryAction Users


At EveryAction, we know that major gifts officers and other development professionals need to have as much information as possible about their prospective donors in order to fine-tune their "fundraising asks.". With that in mind, we've built a powerful new integration with WealthEngine to provide nonprofit fundraising pros with that information, ultimately helping them raise more money. What is WealthEngine?

What’s the Best Way to Manage Client Payroll?

Vertex Systems

If you’d like to learn more about the various features and benefits of Client Payroll Manager and how it can save both money and time, call my office at (866) 981-2600 or contact me to schedule a demo. How do you manage your client payroll?

What Makes for a Great Client Payroll Management Software?

Vertex Systems

If you’d like to see how Client Payroll Manager can help save time, money and headaches, give me a call at (866) 981-2600 or contact me to schedule a demo Is your agency or organization using a hodge-podge of software to manage your client payroll? Or are you using any software at all?

Giving Tuesday #Inspo: 14 Donation Pages That Know What They’re Doing


With FastAction , users can seamlessly create a login, store their contact information and payment preferences, and enjoy one-click donations not only on Greenpower’s forms but across the entire EveryAction network. Kicking off with #GivingTuesday, year-end fundraising season will be in full swing. This busy time is marked with nonprofits around the world striving for new and exciting ways to engage with potential donors.

Better Data, Better Donors


Working in major gifts means tracking relationships, points of contact, and data with multiple high-level donors. With EveryAction you can easily add these details and more (follow up tasks, files about the grant, contact history and notes, and payment dates). (This is the final post in our New Year, New Heights development series. Need to catch up?

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New Research Findings: Advocacy Groups More Trusted - Online Fundraising, Advocacy, and Social Media - frogloop


Congress – and appreciate these groups’ efforts to inform and mobilize citizens to contact Congress via the Internet. Whether Web users end up contacting Congress or not, most find information from interest groups to be more credible than information from Congress.

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We've Built The Tools You Need for 2018


Increase Recurring Gifts + Update Contact Records with New Self-Service Portal Nonprofit communications and development professionals are notoriously overworked - and they often spend way too much time on data entry and menial tasks that may arise. One common task that staff often undertake is updating their donors' payment information or changing supporters' contact records.

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