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. There are two common requests I often get related to Opportunity Contact Roles, both now solved easily with clicks instead of code thanks to Flow and Process Builder! Automatically create an Opportunity Contact Role record based on a lookup field on the Opportunity.

Keep Better Contact Records with the Personal Email to Notes Feature

EveryAction

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. Instead of copying and pasting email text into contact records, the ‘Personal Email to Notes’ feature will allow you to push the text of your Outlook, Gmail or other email communications with your supporter automatically into the supporter's EveryAction contact record.

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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

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

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

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.

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? That said, not all contact forms are considered equal, especially those designed for WordPress sites where there are so many choices for customization. Give your users a reason to contact you. To make your contact form page more personable add, well, personable content.

GUIDE: Voter Registration Campaigns for Nonprofits

EveryAction

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. To maintain 501c3 status, nonprofits must carefully avoid any partisan activity, actions that endorse a candidate or party.

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

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.

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

EveryAction

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.

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

EveryAction

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. By focusing a little extra energy on your mid-level donors, you can raise more money and create a quality pipeline for your major gifts officers. Successful mid-level donor programs are all about providing donors with a personal touch while maintaining the analytic discipline that allows you to scale your programming.

GUIDE: Growing and Sustaining your Volunteer Program

EveryAction

Provide your volunteers with a sense of stability by making sure that they have a point of contact at your organization. You can do a background check, research their online presence, and even require volunteers to take an intensive workshop or class before coming into contact with your clients. 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.

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.

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

EveryAction

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. Thousands of nonprofits use EveryAction every day to raise money, manage offline fundraising through pledges and grants, send emails, run nonprofit digital advocacy campaigns, and so much more.

A New Landing Page, Just for Fundraisers

EveryAction

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. Fundraising professionals often have enormous workloads, so it's critical that they're able to quickly access top-line data about their various fundraising channels and easily accomplish related tasks.

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5 Steps to Running a Campus Voter Registration Program

EveryAction

Pulling lists of students based on their voter registration status for email or text message outreach is useful for contacting students who have not yet registered to promote opportunities, following up with students who need to complete registration processes, and sending election-related information to registered students. higher education organizing voter contact

Optimized Mobile Donations Now with Apple Pay

EveryAction

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. Mobile is an increasingly valuable medium for nonprofits. According to the M+R Benchmarks Reports , in 2018 mobile accounted for 48% of all traffic to nonprofit websites.

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Five Signs You Should Double Opt-In Your Emails

EveryAction

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. Laws such as Canada's Anti-Spam Legislation (CASL) and the European Union's General Data Protection Regulation (GDPR) put specific emphasis on the proof of consent for each contact in your database. You're Struggling to Engage Contacts.

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Our EveryAction Hero: Rock the Vote

EveryAction

We also have a phone banking tool that is populated with contacts so people can can call young voters in swing states. Additionally, from using EveryAction forms for our online petitions we’re able to capture a lot of contact information that helps us send targeted election reminders that get as specific as city council district elections. All of their contact information from this form is captured and automatically gets populated into our EveryAction Account.

GUIDE: Using Donor Personas to Maximize Your Nonprofit Fundraising

EveryAction

Also worth considering: your software should provide easily-browsed and highly-sortable donation history for each contact. The ability to sort major donor reports by score helps your development team refine and prioritize its outreach strategy, allowing for an even more personal touch with these important contacts.

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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 ). blackbaud TechSoup NTEN constant contact email marketing Webinar EcommunicationEver wonder if you’re saying the right things to your constituents at the right times? Or if you are you tailoring messages to your supporters correctly?

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

EveryAction

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. Nonprofit fundraising events are a great way to raise money and increase your organization’s profile at the same time.

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.

Five 2018 Political Campaign Trends that Nonprofits Should Use Too

EveryAction

The relational organizing approach entails mobilizing a campaign’s supporters to contact their friends and family, asking them to volunteer, vote, or donate. As the 2018 midterm elections near, it’s likely hard to ignore the ads, phone calls, mail pieces, and emails from political campaigns in your area reminding you to vote.

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

EveryAction

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. While almost all nonprofit professionals recognize the importance of running data-driven programs, most fundraising and digital staff of all levels don’t feel like they have access to the data they need for informing strategic decisions.

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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. eTapestry has partnered with Constant Contact to help users avoid exactly those pitfalls. It provides a full set of contact management, donation, fundraising, and reporting tools.

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

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.

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.

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).

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

NTEN

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?

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?

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. Or maybe I'm just a contact W * (rhymes with more). When I tried to look at their contacts, I couldn't. I don't think they can email your contacts unless they are connected too).

The Nonprofit Fundraising Strategic Plan Guide

EveryAction

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. For some things, spontaneity is highly desirable, but any fundraising professional will tell you that planning a campaign isn’t one of them.

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

EveryAction

Expand your reach to new audiences Your existing contacts, such as email list, donor phone list, and social media following can always be targeted for fundraising outreach, but unless you are also doing constant outreach to add new names to those lists, you’ll generally be talking to the same group of people. Peer-to-peer fundraising is a great solution to this issue, because it allows you to tap into networks that you may have previously not had contact with.

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

NTEN

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.

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

EveryAction

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.

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.

Finding Data Management Solutions for Arts and Culture Organizations

EveryAction

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. Arts and culture organizations such as media companies, magazines, public radio stations, museums, theaters, and arts advocates have unique needs when it comes to data management.

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WealthEngine Integration Brings Powerful Donor Research Tool to EveryAction Users

EveryAction

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?

How To Find the Right Database For Social Justice and Advocacy Nonprofits

EveryAction

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. For nonprofits doing political advocacy and social justice work, having solid data management practices can sometimes be an afterthought.