Resources from the AMER Ask Me Anything (AMA) Session from the April 17, 2024
Here are some of the resources shared as part of the live AMER Ask Me Anything Session
THANK YOU @Rob OBrien @Sarah Epting @Hayley Tuller for answering great questions and hosting a thoughtful conversation.
These live AMAs are not recorded to allow for open, honest conversations. Here are some written follow-up resources, as promised!
I’m using Nonprofit Cloud (NPC) and was wondering what the best way to track memberships (for an advocacy nonprofit).
- Sending out renewal notices to members, hoping to track this basic information
- See the Membership discussion
- Even in NPSP folks have felt that this functionality hasn't always worked the best
- There a not a lot of cases where we’d recommend building from scratch but there is nothing yet in NPC for this, see what's happening in the Commons group --> see the open source commons project on memberships
- Could run a transactions report in NPC where you bucket groups of people based on their level/amounts that are pulling in reports, if you want to get lists if you have these levels that you're categorising people at for a bandaid solution
I have a q about campaign member status field. There are more values in it, but I only see sent and responded that shows in the campaign page.
- This is the link for an App that manages Campaign member statuses based on the Type field
- AppExchange: AAkonsult Campaign Status
- Help overview: Campaign Member Statuses
- Add values to the 'Member Status' campaign field
- Go to Salesforce Saturday and search for campaigns
- Showcase: https://vimeo.com/showcase/npsp-sat
- Password: NPSPSat2021!
- Search for Campaign
- Salesforce Ben Article: 8 Tips for Working with Salesforce Campaign Member Status
What is the suggested method for mailing to contacts at organizations especially those under the same account with different addressess. We are currently using affiliations to compile this mailing list and struggle with managing this.
- This is for snail mail, not email
- Apsona reporting may be able to help with this: https://www.apsona.com/
- suggestion: populating mailing from the contact level, its automatic with households
- Suggestion: make households accounts
- Acknowledging this is why there's a person accounts focus in NPC
Looking for some best practices and items to out for when upgrading to v2 connector in Salesforce. We are in the process of upgrading from Pardot to Marketing Cloud Account Engagement Plus plan and would like to upgrade to the v2 SF connector to maximize all the benefits of Account Engagement Plus.
- Upgrading from pardot to account engagement +
- Check out Sercante - pardot
- Join the Pardashians Slack channel
- @Sarah Epting can connect you to the folks she knows
I am running a Contacts with Relationships and Reciprocal Relationship Report and trying to pull in whether spouses have Soft Credits on Opportunities. Suggestions??
- Pull a report on relationships and pull these fields on
- Automated Soft Credits
- Configure Automated and Manual Soft Credits
- You may need to make a custom rollup for Spouse-based soft credits on the Contact, Then you can add that field to the report. Or use your new apsona! join apsona office hours
If time allows, I would like to seek some advice how we can track partners that are unique from each campaign in NPSP. Each campaign will have a list of partners - organization and primary contact
- I’d look at using the Role__c field on the Campaign Member object for this!
- Depends on how you want to see the reporting!
- on campaign member object → role, picklist value. and you can customize this, rename ex g“gala ” vs “gala partners” if you can build a 5 line report in excel and work backwards a bit this is a great place to start.
For an implementation for a small mental health program, who is not intending to use Salesforce for fundraising, does it make more sense to use NPSP or NPC?
- The hot topic!
- Lots of differing opinions, personal opinion (of the host): case management in NPC is good! they came from PSS which already had a mature set of features. What you are getting is the same power without having to pay an extra fee, BUT these orgs when you spin them up, they come naked so it might take longer to do the implementation but it will be powerful (omnistudio)
- it also depends on the growth trajectory of the client.
- start with the trails of each npc and npsp
Callouts from the hosts!
- Chicago Nonprofit UG meetings - virtual - all welcome: Chicago Nonprofit UG
- Salesforce Saturday: join the group
Final thoughts:
- Join a local user group near you! https://trailblazercommunitygroups.com
- Join another Nonprofit AMA session, these are monthly! See next month:
- 15th May, 10:15 am CT - with hosts @Rob OBrien @Bill Florio @Melissa Hill Dees
Thanks again to our hosts and everyone who attended! Hope to see you all again at a future session, see links in the group sidebar or above^ woo!
