Communications - Mass Mailers
Salesforce and email communication go hand-in-hand for most organizations. We cover the basics of using Salesforce in a way that is standard for most integrations, and discuss setting up contacts, leads and campaigns for List Email (from Salesforce), Mailchimp and Constant Contact. We also talk about sendability considerations, SPAM rules and other strategic topics that impact the connection between Salesforce and mass communications. This course is suitable for non-administrators as well as admins.
Taught once per year.
Registration is per ORGANIZATION - add 1 to your cart, have as many employees as you like attend.
Salesforce and email communication go hand-in-hand for most organizations. We cover the basics of using Salesforce in a way that is standard for most integrations, and discuss setting up contacts, leads and campaigns for List Email (from Salesforce), Mailchimp and Constant Contact. We also talk about sendability considerations, SPAM rules and other strategic topics that impact the connection between Salesforce and mass communications. This course is suitable for non-administrators as well as admins.
Taught once per year.
Registration is per ORGANIZATION - add 1 to your cart, have as many employees as you like attend.
Salesforce and email communication go hand-in-hand for most organizations. We cover the basics of using Salesforce in a way that is standard for most integrations, and discuss setting up contacts, leads and campaigns for List Email (from Salesforce), Mailchimp and Constant Contact. We also talk about sendability considerations, SPAM rules and other strategic topics that impact the connection between Salesforce and mass communications. This course is suitable for non-administrators as well as admins.
Taught once per year.
Registration is per ORGANIZATION - add 1 to your cart, have as many employees as you like attend.
Who should take this course
You are responsible for mass communications using Salesforce as your initial source of data
Your organization uses, or is considering using, Mailchimp or Constant Contact
What you’ll learn
How to use Salesforce for list creation, audience segmentation, and other core data functionality
How to think about Salesforce data versus mass communications data, and strategies to get the most out of each tool
Understanding the Salesforce norms used by connected mass mailers - Leads, Contacts, and Campaigns
Understanding when and how to use Salesforce email, Salesforce List Email, or an external mass mailer
Understanding how to use Mailchimp’s integration with Salesforce*
Working with Constant Contact and Salesforce*
Other options for mass communications and Salesforce
Rules and regulations around email outreach and how to ensure you’re compliant
* please note that we will survey attendees prior to the course to determine what you’re using / what you plan to use so that we can focus our time accordingly
What to expect from this course
Each course is 90 minutes, online, taught by an experienced Salesforce consultant who has hands-on experience managing Salesforce for nonprofits across many organizations
You will receive a Zoom link prior to the course you’re registered for
Anyone who uses Salesforce is welcome to attend. A basic familiarity with Salesforce core objects is required for this course, and the ability to easily add people to a campaign, so please take our free Basics course first if you’re not yet familiar with Salesforce
You must be using, or expect to start using, Mailchimp or Constant Contact to get the most out of this course, but you’re welcome to attend if you’re just exploring
This will be as hands-on as possible in your real Salesforce. We will guide you through setting up test lists using Salesforce campaigns.
We will provide an example of a common use cases for everything we cover.