Campaign Management for Non Profits

1. Singapore
Non-Profit User Group
August 1, 2012

2. Custom Non-Profit
Engagement Solution
Joshua Hoskins, @jhoskins
Technical Cloud Consultant
Appirio

3. Joshua is New to
Singapore!
Where would you recommend I
go to enjoy carrot cake?

4. Marketing Challenges for Non Profits
 Information/Data Quality & Visibility
 Inflexible Systems / Scalability
 Reporting
– On-Demand, Accurate & Repeatable

5. How Marketing Works at Groundswell

6. How Marketing Works at Groundswell
Basic Definitions
 Lead/Contact – Person being asked to Action.
 Campaign – Marketing Initiative
 Campaign Member – Lead/Contact within a specific campaign.

10. Sample Visual Workflow – Sample Input
 Interested in
Volunteering?
 Which Activities?
 What Days?
 What Times?
 Customizable

12. Results / Output –
On-Demand, Accurate & Repeatable

13. Campaigns Out of the Box

14. Useful Links
 http://blogs.salesforce.com/marketing/campaign_management/
– Import Call Lists into Salesforce (video)
– Campaign Summaries
 Salesforce Marketing 101
– http://www.youtube.com/watch?v=FXVbFKRoZOM
 Campaign Combiner by GroundWire (video)
 Salesforce.com Answers
– http://success.salesforce.com/answers

15. Talking Points from Jael Chng
 We’re like to start using Campaigns in Salesforce, How do we like
Opportunities to our Campaigns.
 How, When & Why do I use Campaign / Campaign Member
Record Types
 How do I use campaigns to get more value.

16. How do you want to Leverage
Campaigns in your Organization?
Open Discussion