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Training Documentation

This section provides step-by-step guides and best practices for marketing users to effectively create, manage, and analyze their marketing campaigns, tasks and email templates

Expand or Collapse each section for your reference.

Create a Campaign

This tutorial is a guide to creating a new campaign in Salesforce NPSP:

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Add Campaign Members to Campaign

Once the campaign is created, group of people ( contacts and/or leads) are added to the campaign as campaign members.

There are many ways to do this. Please refer to the following tutorials:

This tutorial guides you through adding contacts one by one:

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This tutorial guides you through adding group of contacts from the Campaign Page Layout:

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This tutorial guides you through adding group of contacts from a report:

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Note: Contacts can also be added to a campaign through Salesforce Import. This can be time saving if there is a very large group of contacts to be included in the campaign. It is advisable that imports should be done by the Salesforce Administrators to ensure data integrity, accuracy and security.

Create Campaign Member Status

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How to Update Tasks

Editing and marking tasks as completed is crucial for maintaining accurate records and ensuring accountability in managing donor relationships and other activities.

It helps keep everyone on track, ensuring no important steps are missed and allowing for effective follow-up and reporting.

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How to use Email Templates

Email templates save time by allowing you to reuse pre-written content for different emails.

This tutorial guides you through creating an email template:

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