website CRM integration
Posts categorized as website CRM integration
by Tim Forbes
on February 26, 2018
As we noted in a previous blog post, A/B testing your online donation forms can be a powerful practice, especially when you integrate those tests with the Salesforce Nonprofit Success Pack. In this step-by-step recipe, we'll create a report and dashboards in Salesforce that will allow you to quickly analyze which form in your A/B test is performing best with respect to one-time vs. sustaining donations.
For more background on this recipe, a host of other metrics, and specifics on the A/B testing process, watch our webinar, Six Ways to Get Smarter with Your 2018 Fundraising.
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by Tim Forbes
on February 26, 2018
A/B testing of your online donation forms can be a powerful practice for optimizing their performance and maximizing the funds your nonprofit raises online. Analyzing relative conversion rates for your A/B tests within a tool like Google Analytics is just the beginning of the insights you can gain in your A/B tests, though. By integrating your A/B test with the Salesforce Nonprofit Success Pack, you can move beyond simple conversion analysis and compare performance across a host of metrics.
In this step-by-step recipe, we'll create a report and dashboards in Salesforce that will allow you to quickly see which form in your A/B test is performing best with respect to new vs. existing donors. For more background, a host of other metrics, and specifics on the A/B testing process, watch our webinar, Six Ways to Get Smarter with Your 2018 Fundraising.
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by Tim Forbes
on February 02, 2018
With the significant changes to the U.S. tax system fostering predictions of a fall in charitable donations in 2018, it is critical that nonprofit fundraisers get the absolute most out of all of their fundraising activities. This includes maximizing the effectiveness of your online donation pages. One way to get smart, actionable data about your online fundraising efforts is to do A/B testing.
In this how-to recipe, we walk through steps for utilizing Campaign Hierarchies in Salesforce to evaluate A/B tests of your online donations form. This recipe focuses on two metrics: number of donations and total amount donated. For eleven more metrics addressing recurring donations, new donors, and more plus details on creating the A/B tests themselves, watch our free webinar, Six Ways to Get Smarter with Your 2018 Fundraising.
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by Tim Forbes
on January 31, 2018
As the fundraising landscape shifts with the new tax law and total donations to all nonprofits is projected to drop 5% in 2018, it is critical that your fundraising efforts are wisely and effectively directed. But how do you know what’s wise and effective - and what’s all wrong?
Here are six key steps to ensure that the fundraising decisions you’re making are the right ones to fund your mission:
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by Tim Forbes
on June 21, 2016
Some partnerships are just destined to be. We couldn't feel more strongly about our latest as we warmly welcome iATS Payments, a leading provider of payment processing services for nonprofit organizations, into the Soapbox Engage family. Now, nonprofits can elect to use iATS for the seamless processing of online donations and event registrations with Soapbox. What is more, they can choose to have data from each donation and registration saved to Salesforce in real-time.
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