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

Judi Sohn

I just got back from 3 fabulous days in Baltimore at the Convio Summit user conference. 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. Nice time saver.

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Sparkly Shoed Convio Superstar

Connection Cafe

We got to talking and I learned of her Convio savvy and love of all things Gigya. And here we are… Tania Luciow is a lover of sparkly flats, the National Law Enforcement Officers Memorial Fund , and Convio. EG for CC: Of Convio’s selection of online resources, what have you found most useful?

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professionals

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Salesforce crossroads: A decision reached

Judi Sohn

Whether I decided to install the Salesforce Foundation’s Nonprofit Starter Pack , Convio Common Ground or something in between (or nothing at all), I would have some concessions to make. After weighing all the options, and with a little help from some friends , we’ve decided to purchase Convio’s Common Ground.

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Salesforce crossroads: A decision reached

Judi Sohn

Whether I decided to install the Salesforce Foundation’s Nonprofit Starter Pack , Convio Common Ground or something in between (or nothing at all), I would have some concessions to make. After weighing all the options, and with a little help from some friends , we’ve decided to purchase Convio’s Common Ground.

Convio 100
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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. Donor Status: Lifetime Hard Credit Count (a Convio Common Ground field) = null covers that since the communication wasn't aimed at donors. Just click and go.

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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. Donor Status: Lifetime Hard Credit Count (a Convio Common Ground field) = null covers that since the communication wasn't aimed at donors. Just click and go. Set up your email templates.

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Is Twitter for Old Folks? And other gems from TWTRCON

Beth's Blog: How Nonprofits Can Use Social Media

Here's a nice before the event write up from Jordan over at the Convio Blog based on a conversation with Renee Alexander, Operation Smile's Social Media Stragetist. Twitter is all about community - up with the ppl, down with the numbers game :) @ danschawbel RESOURCE: Top 7 Twitter Tutorials on YouTube [link]. I have it on video).

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