A PRIMER ON CHAPTERS

Jake Patoski

Training & Learning Manager

Chapters: Agenda

• Basic chapter concepts (what data is and isn’t shared between chapters)

• Adding new chapters and new chapter administrators

• Syndicating and sharing content between chapters

Not all organizations are created equal

Yet, all can share supporters

And, keep their own records

-$100 donation-2 actions-2 clicked emails

-$110 donation-2 event reg.-2 actions-12 clicked emails

-$10 donation-2 event reg.-10 clicked emails

0 objects

• Supporters’ membership in chapters is similar to belonging to a group. • Each chapter could be thought of as a group – so a

chapter will only see supporters who exist in their ‘group’.

• A supporter can exist at the org level and not be assigned to any chapters.

• Most other data, such as groups, pages, etc., are created by chapter admins for their chapter alone.

• Only super admins at the org level can see ALL data, and push data down to the chapter level.

Basic concepts: What data is and isn’t shared

• Supporters deleted at the chapter level only removes them from the chapter. At the org-level, they are fully deleted.

• Unsubscribes at the org level unsubscribe entirely. Unsubscribes at the chapter level are only from that chapter.

Basic concepts: What data is and isn’t shared

• Most important parts:• Chapter name• Status• Assign campaign managers

• Optional:• Location tab for tracking/organization• Chapter Structure tab to set a chapter type (if

available) and a parent chapter (if applicable)• Chapter Sets tab for meta organization• Options tab to set syndication availability

Creating chapters

• Create them at the org level.

Creating campaign managers

• Assign them through the creation interface, or through the “edit chapter” interface.

• Imports• If done at the chapter level, then automatically

assigns to that chapter.• If done at org level, must be assigned to chapter

manually after import.• Signup pages

• Chapter level – correctly assigns to same chapter.• Org level – must be assigned to chapter manually

after import.• Query

• After running your query, find the supporter operations section and choose the chapter to add to.

Adding supporters to a chapter

Syndication• Creating content at

the org level to push to individual chapters.www.salsalabs.com a link in the

content looks like that.

• Syndication is usually org-to-chapter, but can be parent-chapter-to-child, or chapter-to-chapter

Syndication• Once you’ve

syndicated emails, you decide whether to:• Not change any

existing links in pages.• Enter a new, separate

page link.• Create a copy of the

existing link/page at the chapter level.

www.salsalabs.com a link in the content looks like that.

CONTACT INFO

Read, learn, discuss – help.salsalabs.com

Training & Learning Team – training@salsalabs.com

Salsa Support – support@salsalabs.com

THANK YOU!