Tim Forbes

Posts by Tim Forbes, VP of Products and Marketing

Track Total Giving and Return on Investment with Salesforce Campaign Hierarchies

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Salesforce offers simple yet powerful ways to organize your fundraising campaigns. Through the use of Campaign Hierarchies, you can corral various marketing efforts and responses to those efforts into a cohesive whole that lets you report on total giving for a broad range of efforts. What's more, you can track costs associated with each of these Campaigns and compare the total investment across that range of efforts to dollars raised.

While Campaign Hierarchies are standard in Salesforce, a Salesforce administrator needs to take a few steps to make the summary information across an entire hierarchy visible on the parent Campaign. This step-by-step recipe walks you through how to do so.

Using this functionality is a quick and easy way to bring all of your #GivingTuesday fundraising activities under one proverbial data umbrella in Salesforce for straightforward analysis. For other last minute #GivingTuesday strategies and Salesforce tips, register to attend our free webinar, #GivingTuesday Fundraising for Procrastinators, on Thursday, November 16th at 3 pm ET.

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Chart New Donor Acquisition by Campaign in the Salesforce Nonprofit Success Pack

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To understand how best to acquire new donors, it is important to determine what methods have been most successful in doing so already. This task is precisely why the Campaigns object exists in Salesforce. With it, you can define an unlimited number of efforts and associate Donation records with those efforts. From direct mailings to peer-to-peer fundraising to email appeals to individual online donation forms to much more, creating Campaigns for each can help you track their results.

This step-by-step recipe is an ode to the power of Campaign, demonstrating how you can create a chart that shows new donor acquisition by Primary Campaign Source so you can understand what's working - and what's not - for your nonprofit.

For other new donor Salesforce recipes along with a discussion of donor acquisition strategies, watch our free webinar, Win New Donors this End-of-Year Fundraising Season.

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Chart New Donors vs. Previous Donors This Year by Month in the Salesforce Nonprofit Success Pack

Effectively comparing new donors acquired to previous supporters for the current year can yield valuable insight into the effectiveness of your fundraising efforts. With this step-by-step recipe, you can create a chart that shows new donor acquisition vs. previous donors cumulative by month for the current year as well as view data comparing donations between those groups.

For other new donor Salesforce recipes along with a discussion of donor acquisition strategies, watch our free webinar, Win New Donors this End-of-Year Fundraising Season.

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Chart New Donor Acquisition Cumulatively by Month during the Last 5 Years in the Salesforce Nonprofit Success Pack

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Successful new donor acquisition is one of the most challenging aspects of nonprofit fundraising. Key to success is a solid understanding of your current donor file so you can quantify past performance and set reasonable goals. With the Salesforce Nonprofit Success Pack, you have a firm foundation for that understanding as well as the ability to further customize reporting to give a full picture of your donors. In this step-by-step recipe, we'll create a chart that shows new donor acquisition cumulative by month for the last five years as well as toss in some helpful additional metrics.

For a full rundown of other new donor Salesforce recipes along with a presentation of new donor acquisition strategies, watch our free webinar, Win New Donors this End-of-Year Fundraising Season.

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12 Quick Ideas to Vault Donor Retention for your Nonprofit

12 Quick Ideas to Vault Donor Retention for your Nonprofit

Donor retention can be as notoriously challenging as it is vital for nonprofits. The good news, though, is that doesn’t have to be! Here are twelve simple ideas that keep givers giving and vault donor retention:

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