Organize your supporters - making the most out of queries

ORGANIZING YOUR SUPPORTERS: GETTING THE MOST OUT OF YOUR QUERIES

Rebecca Wyatt, Online Learning Specialist

By the conclusion of this training, the learner will be able to:

• Identify effective goals for supporter list building and management

• Define types of supporters• Identify when to use queries instead of

reports• Build queries to identify supporters in

each supporter type• Target email blasts to supporter groups

Learning Objectives

Goal: Grow supporter list

• Grow the numbers• Send constant fundraising &

action alerts• Hope something sticks

Goal: Build solid message, reputation, and presence

• Manage list (list hygiene + segmentation strategies)

• Send regular newsletter & action alerts targeted to the right audience

What’s your goal?

Result: Email deliverability declines

Result: Build it and they will come

• Active supporters

• Grasstops and major donors

• Lapsed supporters

• New supporters

Broad Supporter Categories

1. Take an action forwarded by a friend

2. Sign up for more action alerts on this issue

3. Receive action alerts and take action two more times on this issue

4. Receive donation request specific to this issue

5. Make a donation

Ladder of Engagement

By the conclusion of this training, the learner will be able to:

Identify effective goals for supporter list building and management

Define types of supporters• Identify when to use queries instead of

reports• Build queries to identify supporters in

each supporter type• Target email blasts to supporter groups

Learning Objectives

A queryIs a list of supporters who____.• Have made a recurring

donation• Have donated more than

$10,000• Are in X legislative district

Allows you to update supporter records.

A reportA list of almost anything in Salsa

• Total donations by month• A list of donations made in

honor of a person• Legislative districts for each

supporter

Is read-only. Data cannot be updated (unless you re-import the list).

Queries vs. Reports

Add queried supporters to a group

Why didn’t this work?

This Salsa user wanted to export a list of supporters with their legislative districts.

Easiest way:Find a similar, built-in report and “clone and edit” it.

Custom Reports

• Active supporters

• Grasstops and major donors

• Lapsed supporters

• New supporters

Broad Supporter Categories

Active Supporters: Who are they?

Active Supporters: What are their interests?

Active Supporters: Targeting an email blast

• Active supporters

• Grasstops and major donors

• Lapsed supporters

• New supporters

Broad Supporter Categories

Who are your Grasstops?

Properties: Aggregate report, reporting on supporter & supporter_action objects

Filter: Number of actions > a number

Who are your Grasstops?

This report shows which supporters have completed the most advocacy actions.

Who are your major donors?

This query shows you who’s total donations (via Salsa) total more than a specified amount.

• Active supporters

• Grasstops and major donors

• Lapsed supporters

• New supporters

Broad Supporter Categories

Who are your lapsed action takers?

Properties: Aggregate report, reporting on supporter & supporter_action objects

Filter: Most recent action date < Jan 1 current year

Lapsed donors (query)

• Active supporters

• Grasstops and major donors

• Lapsed supporters

• New supporters

Broad Supporter Categories

Welcome new supporters

By the conclusion of this training, the learner will be able to:

Identify effective goals for supporter list building and management

Define types of supporters Identify when to use queries instead of

reports Build queries to identify supporters in

each supporter type Target email blasts to supporter groups

Learning Objectives

CONTACT INFO

Read, learn, discuss – help.salsalabs.com

Training & Learning Team – training@salsalabs.com

Salsa Support – support@salsalabs.com

THANK YOU!