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Using Email Templates and Template Builder in Salesforce
This is a recording of presentations from the KM Collaborative's November 1, 2023 Office Hours: Using Email Templates and Template Builder to Send Email in Salesforce.
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This is a recording of presentations from the KM Collaborative's November 1, 2023 Office Hours: Using Email Templates and Template Builder to Send Email in Salesforce.
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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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These are the agenda, notes, and recording from the 2022 KM Virtual Users Group session Sending Email from Salesforce.
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This resource provides documentation on how to deactivate a Salesforce User, as well ass the things to consider before doing so.
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This is a recording of the KM Collaborative's July 1, 2020 Office Hours featuring two demos from KM Partners on tracking engagements and benefits in Salesforce.
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This resource aims to explain the different types of fields in your Salesforce instance. This fact sheet will help you identify fields that come standard for all Salesforce customers, fields that are part of the Nonprofit Success Pack (NPSP), fields that come from the Forum Salesforce Package because you are a KM Partner, and others are custom fields, created specifically for your PSO’s individual purposes.
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This is a recording of the KM Collaborative's Office Hours from 4-15-20 featuring two demos from KM Partners on Membership Dues.
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This document is a living list of all the tools that KM Partners currently use. KM Partners can update their PSO's row and let their peers know which tools they use for the following purposes: Accounting and Bookkeeping, CMS, Large Event (Conference) Registration, Contract Management/Document Generation, Survey/Form Tools, Office Suite, Email Marketing, Event-Related Email Reminders, Listservs, Phone Service, Videoconferencing, Project Management, Scheduling, Social Media Marketing, Team Messaging, Password Management, Screenshot/Screen Recording, and Time Tracking.
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