User Defined Rollups
Posts tagged with User Defined Rollups in the Salesforce Nonprofit Success Pack
by Tim Forbes
on April 02, 2017
In our previous post, we sang the praises of Lifetime Value as a powerful metric that can guide fundraising success for your organization. As we noted, to calculate Lifetime Value, you'll need to know your average donor lifespan, ideally for up to five years back. If you happen to be using the Salesforce Nonprofit Success Pack, you're well on your way to getting that number. In this how to recipe, we'll walk you through a few steps that surface this on the Contact record for easy calculation.
For a full overview of all steps in this series as well as a presentation of the strategy behind them, watch our power-packed 45-minute recorded webinar, Boost Donations with Data-Driven Fundraising: Lifetime Value and the Salesforce Nonprofit Success Pack.
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by Tim Forbes
on March 22, 2017
In recent posts, we've detailed step-by-step recipes anyone can use to turn their Salesforce Nonprofit Success Pack (NPSP) instance into a monthly donor assembly plant. We've discussed using User Defined Rollups to display recurring donor data on the Contact. We provided details on how to create Levels that track recurring donor status and drive effective engagement strategy. Today, we'll bring both User Defined Rollups and Levels together to allow you to specifically cultivate recent one-time donors into recurring donors.
For a full overview of all steps in this series as well as a presentation of the strategy behind them, check out our recorded webinar Convert One-Time Donors to Sustaining Supporters: Strategy, Tactics, and the Salesforce Nonprofit Success Pack.
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by Tim Forbes
on March 06, 2017
To effectively nurture sustaining donors, you want more than smart strategy. You need to get the most from a quality constituent relationship management system (CRM) to aid in the effort. In the first of a series of posts, we offer specific step-by-step recipes for extending the Salesforce Nonprofit Success Pack (NPSP) to be a sustaining donor cultivation powerhouse. Today, we dive into how you can use the NPSP and its User Defined Rollups to present recurring donation information directly on the Contact record.
For a full overview of all steps in this series as well as a presentation of the strategy behind them, check out our recorded webinar Convert One-Time Donors to Sustaining Supporters: Strategy, Tactics, and the Salesforce Nonprofit Success Pack.
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