Technopath Tips

Salesforce Features

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!

Turn on Enhanced Email

Engagement Plans and Levels

Salesforce Security

Salesforce Productivity

Adding accounts to Campaigns

Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
) instead.