Salesforce How Tos

Tailored for those using the Salesforce Nonprofit Success Pack, use these step-by-step recipes to get more from the platform and further your nonprofit's mission, from fundraising and beyond.


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Create a Salesforce Dashboard to Display A/B Test Results of Online Donation Forms

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In our previous two blog posts here and here, we provided step-by-step instructions for creating reports in the Salesforce Nonprofit Success Pack to evaluate the effectiveness of A/B tests of your online donation forms. For this recipe, we wrangle all twelve metrics onto a single dashboard so you can easily compare the performance of each form in the test.

For more background on this recipe, specifics on the A/B testing process, examples of what to test, and an overview of UTM codes for inbound marketing metrics, watch our webinar, Six Ways to Get Smarter with Your 2018 Fundraising.

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Create a Salesforce Report to Evaluate A/B Tests of Online Donation Forms for One-Time and Sustaining Donations

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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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Create a Salesforce Report to Evaluate A/B Tests of Online Donation Forms for New and Existing Donors

Want more Salesforce fundraising insights? Check out our PUB Crawl newsletter to get them delivered straight to your inbox.

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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Track Online Donation Form A/B Test Results with Salesforce Campaign Hierarchies

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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Create and Schedule a Fundraising Report for End-of-Year Giving in the Salesforce Nonprofit Success Pack

From #GivingTuesday to the end of the giving season, it will be critical for fundraisers to keep close track of progress toward their fundraising goals. For those with Salesforce, you can facilitate that by scheduling a report on that progress so it is emailed to key staff daily. This step-by-step recipe will walk through the creation of a fundraising report and how to schedule its delivery.

For other last minute #GivingTuesday tips, watch our webinar, #GivingTuesday Fundraising for Procrastinators.

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