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
Did you know that enhanced email in Salesforce allows you to see if a contact has opened your email?
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Engagement Plans and Levels
Did you know that you could also use campaigns to manage major gift prospects?
Try creating a campaign called Top 10 Prospects with statuses of "Prospecting", "Donated", "Disqualified", and "Declined". Pair that with cultivation tasks through engagement plans and you can keep prospects organized! Learn more about engagement plans and how to build them here:
One of the most helpful tools we find our nonprofit clients aren't using enough is Lightning for Outlook or Lightning for Gmail. These plugins allow you to log emails straight from your inbox.
You can also search, edit and create records, including tasks and even use Salesforce email templates with merge fields related to another Salesforce record, like an Opportunity.
