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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. The emails we've written/designed are all pretty short and light, very focused on a patient/general public audience. Using email templates and workflow rules, this is super easy to set up in Salesforce.

Template 154
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Your Top 10 Tech Topics

Tech Soup

Our five-part Photoshop for Nonprofits tutorial shows you how. We evaluated Kickstarter, Indiegogo, CauseVox , and more, so you can be one of the cool kids, too. Image 7 : Wikimedia / Public Domain. Image 8 : FirmBee / CC0 Public Domain. You Want to Draw Sweet 'Staches on Cats. All the Cool Kids Are Crowdfunding.

Tech 36
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Help! My Nonprofit Needs A Data Nerd

Beth's Blog: How Nonprofits Can Use Social Media

” Or if you are a self-learner and just need to learn a few techniques for creating charts in excel, here’s some terrific video tutorials. Expand Your Nonprofit Measurement and Data Bookshelf: Here are two recent publications for nonprofits and impact measurement.

Data 107
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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. The emails we've written/designed are all pretty short and light, very focused on a patient/general public audience. Using email templates and workflow rules, this is super easy to set up in Salesforce.

Template 100
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Content Curation Primer

Beth's Blog: How Nonprofits Can Use Social Media

It isn’t unlike what a museum curator does to produce an exhibition: They identify the theme, they provide the context, they decide which paintings to hang on the wall, how they should be annotated, and how they should be displayed for the public. ” A quick tutorial on how to use it.

Content 139
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Software to Grow Your Nonprofit

Tech Soup

Customizable tabbed pages show general employee information, emergency contacts, wages, performance evaluations, notes, and associated documents — all of which can be customized by administrators. ESD (admin fee: $35), a handy HTML editor for design and publication of your website. Start Fundraising.

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Spark Engagement, Inspire Loyalty, Upskill to Association 4.0 Board Leadership   

.orgSource

Regular tutorials on cultural and administrative topics are another way to reinforce the idea that learning is a priority of board service. Assigning mentors to new members is one way to get that ball rolling. Mentors are a powerful tool because they can model the behavior you are seeking to promote. These qualities define Association 4.0