A complete campaign in Salsa

Email blast

Organic growth & unsubscribes

The Salsa Shuffle

Groups for segmenting and targeting

Sign-up pages

Setting up your content

Email options

Targeting

Scheduling and sending

Donation Page Advocacy Page

Petitions

Targeted and Multi-

Content Actions

OR

Organic growth & Unsubscribes

Groups for segmenting and targeting

Sign-up pages

Training Activities

1. Create groups for your list segments.2. Configure sign-up page and copy URL for your

home page.

Organic growth & Unsubscribes

Groups for segmenting and targeting

Sign-up pages

Create groups for your list segments.

• Create three groups: 1. One named for your new supporters2. Another for Donors3. A group to exclude from future emails

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Organic growth & Unsubscribes

Groups for segmenting and targeting

Sign-up pages

Configure sign-up page and copy URL for your home page.

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Organic growth & Unsubscribes

Groups for segmenting and targeting

Sign-up pages

Configure sign-up page and copy URL for your home page.

Provide explanation of the sign-up page, and any special instructions (such as different groups/lists they can join, etc.

• Select fields to collect. Less can be more.

• Choose groups to automatically add users.

• Choose groups to join optionally.

• Add more explanatory text to your group selection area

• Add confirmation text before submitting the sign-up

• Add text/HTML before or after the submit button

• Set the landing page after submitting the sign-up page.

• Set up or add an autoresponse to send to the submitter.

• Associate tags with anyone who completes the sign-up page.

• Add default volunteering information fields.

• Require a confirmation via email from the submitter before adding as a supporter.

A quick word about tags and groups

training activitiesDonation Page

1. enter your donation page content and set fields to collect

2. set payment options3. set auto-responders, thank you text, and

redirect page4. set additional text5. set additional options

enter your donation page content and set fields to collect

Donation Page

set payment options

Donation Page

set auto-responders, thank you text, and redirect page

Donation Page

set additional text

Donation Page

set additional options

Donation Page

additional resourcesDonation Page

1. Setting up donation pages2. More on recurring donations3. More on merchant accounts4. Manually entering single donations5. Setting up a donation receipt6. Donation FAQ7. All about Donations

training activities

1. Set up petition page2. Set up action page – choose between targeted

and multi-content action

Advocacy Page Petitions Targeted and Multi-Content Actions

set your petition’s basic content

Petitions

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set your petition’s basic content

Petitions

write your petition

Petitions

collect information on your petition signers

Petitions

set your signature preferences

Petitions

set thank you / auto-response / redirect options

Petitions

additional reading

1. Set up a petition page2. Webinar review of the Actions package3. Advocacy Campaigns overview

Petitions

set up an action page

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Targeted and Multi-

Content Actions

set action content

Targeted and Multi-

Content Actions

set letters to the targets (standard action)

Targeted and Multi-

Content Actions

set letters to the targets (multi-content)

Targeted and Multi-

Content Actions

set targets (standard action)

Targeted and Multi-

Content Actions

set targets (multi-content action)

Targeted and Multi-

Content Actions

collect user information

Targeted and Multi-

Content Actions

set restrictions

Targeted and Multi-

Content Actions

set thank you text / redirect page / auto-responder

Targeted and Multi-

Content Actions

additional reading

1. Creating a targeted (standard) action2. Creating a multi-content targeted action3. More about custom recipient/targets4. Advocacy Campaigns overview5. Best practices / case studies of Action campaign

s6. Webinar review of the Actions package (Video)

Targeted and Multi-Content Actions

Email blast

training activities

1. Familiarize yourself with templates and types of emails.

2. Insert email content and unsubscribe link.3. Set up targeting.4. Validate your email.5. Review target count, schedule email blast,

launch.

Setting up your content Email options Targeting Scheduling and

sending

Email blast

familiarize yourself with templates and types of emails.

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3

Email blast

insert email content and unsubscribe link.

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Email blast

insert email content and unsubscribe link.

Email blast

set tracking and archiving options.

Email blast

set up targeting. • Determine your targeting strategy: target your Organization group and your “Organization_State” group.

Email blast

validate your email.

Email blast

review target count, schedule email blast, launch.

Contact Us:Salsa Labs, Inc.1700 Connecticut Ave NWSuite 403Washington DC 20009202.558.2807

training@salsalabs.comsupport@salsalabs.comwww.salsalabs.com