164 Canal St #502
Boston, MA 02114
Bootcamp Plus: Mass Emailing with Salesforce
Automation is the key to getting the most work done with a small staff, and Salesforce includes automation tools that let your staff work at maximum efficiency, with the added advantage of taking many repetitive tasks off their plate. In this Bootcamp PLUS, we will explore using Salesforce to create automated emails that assign tasks, respond to requests, and pass information to the right staff person. Even better: your automated emails can be formatted and customized to respond to constituents as well! Finally, we’ll walk through integrating Salesforce with a third-party mass mailing tool to provide better control over your mailing lists. You’ll have hours back in your week after this workshop!
Leave with the confidence and knowledge to:
- Create an Email Template
- Automatically assign tasks, respond to requests, and forward information to the right staff person
- Create a workflow (automation) to acknowledge a gift
- Create a workflow to inform a gift has been made
- Download and install the free connector for a mass emailing tool
All of our workshops are taught by our Director of Training, Paul Baxter. Salesforce Bootcamp for Nonprofits 101 completion, or equivalent experience, is a registration pre-requirement for any Bootcamp Plus workshop. Please contact us at (978) 232-9200 if you have any questions about this requirement.
This afternoon workshop is offered in conjunction with the morning Bootcamp PLUS: Salesforce with FormAssembly. Sign up for one or both workshops!
About Bootcamp Plus:
Our advanced Salesforce skills workshops are designed to offer a deep dive into one specific function of Salesforce, with the goal of enabling you to confidently maintain your own Salesforce instance in-house. Each half-day workshop opens with a foundational overview of the subject and walks you through active use use cases to make the subject concrete and understandable. This training series is designed for hands-on learning and offers plenty of time for asking and responding to your questions.
All of our Bootcamps are taught by our Director of Training, Paul Baxter.
A Few Details:
Please make sure to bring a laptop to the training. We do a lot of hands-on exercises. We also recommend using Chrome or Firefox browsers (Internet Explorer and Safari do not work well with Salesforce).
Note: Chromebooks and tablets are not recommended.
We are located above The Fours Restaurant on the 5th Floor. The closest T station is North Station (Orange or Green Line). Follow this link for more information about our location, including parking options: https://www.501partners.com/contact-us/directions/.