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Requirements Gathering
This resource has the notes and recording from the 2021 Virtual KM Users Group Requirements Gathering session.
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This resource has the notes and recording from the 2021 Virtual KM Users Group Requirements Gathering session.
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These are the agenda, notes, and recording from the 2022 KM Virtual Users Group session Sending Email from Salesforce.
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These are the agenda, notes, and recording from the 2022 KM Virtual Users Group session Getting Started with Migrating Salesforce Automation to Flows.
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Successful user adoption starts with a clear training plan for your staff. This session highlighted three KM Partner PSOs who implemented onboarding plans for new staff.
These are the notes and a recording from the 2020 KM Users Group session titled Best Practices for Onboarding and Training New Staff session.
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These are the notes and a recording from the 2021 KM Users Group session titled Email Deliverability with Allison Jai O'Dell. Allison is a Director of Data and Information Technologies at The Funders Network.
Email marketing is still the #1 way to reach your members and prospects—so long as your emails land in inboxes rather than spam folders or promotions tabs! This session presented best practices for email content, subject lines, senders, audience segmentation, signup forms, acquisition channels, data structures, tracking, and analysis that improve deliverability (that is, inbox placement). These tips and tricks are contextualized with real-world analogies that demystify deliverability algorithms and provide talking points for colleagues.
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