Bootcamp PLUS

Salesforce for Event Management: Click & Pledge and more

Collect contact information automatically when people sign up for your events.

When you hold a special event – a fundraiser, volunteer recognition, or conference – you want your organization to shine. Let Salesforce help you track attendance, donors, and activities in the most efficient way possible and give you time to schmooze. This Bootcamp PLUS covers native Salesforce tools like Campaigns, as well as third-party apps. We will demonstrate well-known tools, including Click and Pledge Events and Eventbrite, and discuss their relative advantages. We will also walk you through the steps to install the free Eventbrite connector, so that the data you collect online will flow seamlessly into your Salesforce instance.

Leave with the confidence and knowledge to:

  • Use Salesforce with third-party apps for event management
  • Customize Campaigns
  • Use Click and Pledge Events
  • Install the Eventbrite Connector

Salesforce Bootcamp for Nonprofits 101 completion, or equivalent experience, is a pre-requirement for registration. Contact us at (978) 232-9200 if you have any questions about this requirement.

Register for Upcoming Sessions

Jul
21
Fri
Mass Emailing with Salesforce @ 501Partners
Jul 21 @ 1:00 pm – 4:00 pm
Mass Emailing with Salesforce @ 501Partners | Boston | Massachusetts | United States

Bootcamp Plus: Mass Emailing with Salesforce

Automation is the key to getting the most work done with a small staff, and Salesforce includes automation tools that let your staff work at maximum efficiency, with the added advantage of taking many repetitive tasks off their plate. In this Bootcamp PLUS, we will explore using Salesforce to create automated emails that assign tasks, respond to requests, and pass information to the right staff person. Even better: your automated emails can be formatted and customized to respond to constituents as well! Finally, we’ll walk through integrating Salesforce with a third-party mass mailing tool to provide better control over your mailing lists. You’ll have hours back in your week after this workshop!

Leave with the confidence and knowledge to:

  • Create an Email Template
  • Automatically assign tasks, respond to requests, and forward information to the right staff person
  • Create a workflow (automation) to acknowledge a gift
  • Create a workflow to inform a gift has been made
  • Download and install the free connector for a mass emailing tool

All of our workshops are taught by our Director of Training, Paul Baxter. Salesforce Bootcamp for Nonprofits 101 completion, or equivalent experience, is a registration pre-requirement for any Bootcamp Plus workshop. Please contact us at (978) 232-9200 if you have any questions about this requirement.

This afternoon workshop is offered in conjunction with the morning Bootcamp PLUS workshop: Salesforce with FormAssembly. Sign up for one or both workshops!

Half-Day Workshop (Afternoon)

$99 Introductory Offer

Take The Whole Day!

DIY Salesforce Data Migration is offered in the morning.

$99 Introductory Offer per workshop