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How to set up a Salesforce Campaign for a Hybrid Event

As we move into Events Season, many nonprofits are still planning to include a virtual or hybrid option for donors. Have you needed to set up a Campaign in Salesforce to reflect a hybrid event?

What are your best tips for a successful hybrid event?

Step 1: Create a Campaign
Step 2: Add Member statuses of Sent, RSVP Yes - In-person, RSVP Yes-virtual, RSVP No, Attended, and No Show
Step 3: Add members to your campaign via a report
Step 4: Update statuses as people RSVP or check in!
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Turn on Enhanced Email

Engagement Plans and Levels

Salesforce Security

Salesforce Productivity

Adding accounts to Campaigns


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