Tim Forbes
Posts by Tim Forbes, VP of Products and Marketing
by Tim Forbes
on June 14, 2017

We were all taught to say “thank you” when given a gift. Nonprofits are no different. Expressing timely and proper gratitude to donors when they make a gift to your organization is not only the right thing to do, it’s also key to cultivating sustaining donors and funding your mission.
The Salesforce Nonprofit Success Pack (NPSP) provides a straightforward way to say thanks with a handy Email Acknowledgement button that triggers an automated email for one or multiple donations at a time. The beauty of the button is its simplicity with its use of a single email template with merge fields of your choice and letterhead you can customize to a degree. Whether that handy button and its simplicity is right for your organization depends on a few factors we’ll discuss below.
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by Tim Forbes
on May 17, 2017
We recently shared a how-to recipe for creating a Next Ask Amount formula field on the Contact record in the Salesforce Nonprofit Success Pack. Next, we tossed in twelve different versions of that formula to give you options. Now we take this same concept and extend the Salesforce Nonprofit Success Pack by creating a Next Recurring Ask Amount field to convert one-time donors into sustaining supporters.
For a deeper dive into strategy, Salesforce Nonprofit Success Pack tactics, and details on operationalizing your personalized ask using Pardot or the Salesforce Marketing Cloud, watch our recorded webinar, Making the Right Fundraising Ask: When, How and How Much.
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by Tim Forbes
on May 17, 2017

In our latest blog post, we offered step-by-step instructions for creating a Next Ask Amount formula field in the Salesforce Nonprofit Success Pack to be used in personalizing fundraising appeals. Being big fans of choice, we're happy to offer twelve different versions of that formula from which you can choose when creating your own field.

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by Tim Forbes
on May 10, 2017

In our previous post, we lauded the importance of personalizing the ask amount when sending fundraising appeals. In this how to recipe, we give step-by-step instructions for doing so in the Salesforce Nonprofit Success Pack by creating a Next Ask Amount field on the Contact object.
For a deeper dive into strategy, different methods for calculating the Next Ask Amount, and details on operationalizing your personalized ask using Pardot or the Salesforce Marketing Cloud, watch our recorded webinar, Making the Right Fundraising Ask: When, How and How Much.
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by Tim Forbes
on April 25, 2017
In our earlier post, we showed love to Lifetime Value as a tool for guiding fundraising success for your organization. We then shared a step-by-step recipe for extending the Salesforce Nonprofit Success Pack to calculate historical giving data for Contacts up to five years back as well as calculating a Contact's consecutive years of giving. In this how to recipe, we'll walk you through the final steps in calculating Gross Lifetime Value for your organization.
For a full overview of all steps in this series as well as a presentation of the strategy behind them, watch our 45-minute recorded webinar, Boost Donations with Data-Driven Fundraising: Lifetime Value and the Salesforce Nonprofit Success Pack.
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