Resources from the EMEA Ask Me Anything (AMA) Session from the Oct 16th 2024

Here are some of the resources shared as part of the live EMEA Ask Me Anything Session 

THANK YOU @Rebecca Heald and @Martin Humpolec 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!

Ninja Form - challenges with the Salesforce Integration

• Advice being requested on challenges with the Ninja Form Salesforce Integration - much documentation is from 2017 and makes reference to not supporting custom domains
• Suggested checking the setting for 'prevent login from test.salesforce.com or login.salesforce.com is not enabled as this could be causing the challenge: see this help article 

How can I reorder Campaign Member Statuses?

• You cannot do this natively in Salesforce - see this Salesforce Idea which also includes a workaround for using workbench or dataloader.

We are looking to integrate with 123FormBuilder - is this is a good solution?

• Yes, confirmed others have used it successfully
• Also suggested JotForm
• and this article which shows comparisons of form products (thanks @Paul Ginsberg!)

Anonymisation of Contact Data

• Discussion around when contact data should be anonymised.
• Feedback was that it depends on your data protection policy and that needs to be decided before the 'tech' side.
• Highlighted that if contact data is anonymised under GDPR then backups should be too.
• Ensure you document decisions around anonymisation so that it's clear and that all rationale can be explained in case of queries from the data subject.

Is Mailchimp the best option for email marketing for a small charity? (the charity already uses Mailchimp with the legacy integration to Salesforce)

• Suggested that for 1,500 contacts, Marketing Cloud Account Engagement (Pardot) or Marketing Cloud would potentially be too big.
• Suggested Campaign Monitor as an alternative, if they were looking at other options
• Discussed the Beaufort12 integrations for both Campaign Monitor and MailChimp
• Suggested HubSpot - as that can integrate with Salesforce
• Suggested ActiveCampaign
• Martin discussed how some organisations select the email marketing tool and then pay for development to connect rather than use a marketing tool which already integrates well - look at the integration as part of your product selection

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^

#AskMeAnything #Nonprofit