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Soapbox Engage Blog

Online engagement news and strategies for changemakers

PUB Crawl for April 29, 2019

by Ryan Ozimek on April 29, 2019
Tags:PUB Crawl, Ryan Ozimek, Salesforce, Salesforce for Nonprofits, Salesforce Nonprofit Success Pack

I'm generally aware that there's a world of entertainment that includes ice zombies and protectors of the universe. I'm just a bit too far out of the loop at this point to really keep up. My pop culture references will just have to continue to be lines from my favorite Seinfeld episodes.

So, for those of you who've watched all the blockbuster movies and television shows, please no spoiler alerts.

While I have this brief moment between episodes, quick, here's a round of knowledge from the Salesforce community!

Don't forget, you can have the goodness of the PUB Crawl delivered into your inbox each Monday morning by subscribing today!

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Free Salesforce Event Check-In App on AppExchange

by Tim Forbes on April 29, 2019
Tags:online event management, Salesforce, Tim Forbes

Free Salesforce Event Check-In App

Welcome to the world's first and only Salesforce Lightning native check-in app - all for free and customizable to meet your needs!

Say goodbye to manic management of paper lists, spreadsheets, or other inefficient, inelegant day-of, on-site event attendee check-ins. Now it's easy to quickly check-in your event's visitors from any mobile phone, tablet, or computer using the Salesforce mobile app or web browser. With just a simple swipe, check-in attendees and have their attendance recorded in your Salesforce instance!

Read more »
 

PUB Crawl for April 22, 2019

by Ryan Ozimek on April 22, 2019
Tags:PUB Crawl, Ryan Ozimek, Salesforce, Salesforce for Nonprofits, Salesforce Nonprofit Success Pack

Last week's PUB Crawl, with its breaking news from Salesforce world, had the highest click-through rates we've ever seen. As we're looking forward to hearing more from Salesforce during the next week on the topic of the merger, I'll let this topic rest for a week while taking in that great, speedy, American pastime called baseball.

Salesforce Power of Us Hub PUB Crawl for April 22, 2019

Ah yes, it must be spring time in the US capital city. With the Salesforce World Tour rolling through our backyard soon, and pollen so thick in the air my eyes water thinking about it, it seems we're finally wrestling out of the cold weather's grasp in North America. Which is perfect, because we've got another NPSP Day on the calendar, and continuing to add more, and I could use a nice string of delay-free travel!

Dry those allergy irritated eyes, and let's walk through this week's Salesforce community knowledge and news.

Don't forget, you can have the goodness of the PUB Crawl delivered into your inbox each Monday morning by subscribing today!

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Salesforce Event Registration Apps: 10 Key Considerations

by Ryan Ozimek on April 18, 2019
Tags:online event management, Ryan Ozimek, Salesforce

Salesforce Event Registration Apps: 10 Key Considerations

As your organization evaluates all the different options available for Salesforce event registration apps, it’s easy to get overwhelmed by the options.

Just when you thought your event was ready for showtime, there’s a wide variety of online event registration steps you need to take into account. From ticketing to check-in, it’s a seemingly endless set of options for you to choose for the best Salesforce event registration tool for your needs.

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PUB Crawl for April 15, 2019

by Ryan Ozimek on April 15, 2019
Tags:PUB Crawl, Ryan Ozimek, Salesforce, Salesforce for Nonprofits, Salesforce Nonprofit Success Pack

Here I was thinking, "oh man, big story...the new Power of Us Hub using the Lightning experience is really looking good" was going to be the obvious top headline for today's PUB Crawl. But then, I read the following this afternoon in this press release:

"Salesforce will pay a one-time cash purchase price of $300 million for all shares of Salesforce.org..."

Woah.

For folks that don't know the background, Salesforce.org was born out of a foundation called the Salesforce Foundation. Salesforce.org has been the exclusive reseller of Salesforce licenses for the non-profit and education communities. As shared on the investor conference call today (which I actually listened to), Salesforce noted that a $13B addressable market in the sectors supported by Salesforce.org.

I've been around the Salesforce ecosystem since 2005, so I've seen pretty much everything in the past 14 years. I'll leave it to folks in the Power of Us Hub to discuss the ramifications (who's going to start that thread?), but I think this is probably one of the most important collective discussions our community will have in our history together.

I have faith that Salesforce will stay true to its focus on philanthropy (i.e. the $300M distribution of funds from the purchase to the Salesforce Foundation). When I hear Salesforce.com leaders and investors the opportunity for investors and talk about monetizing their investment in our community, I have faith that non-profiteers will continue to provide candid feedback to Salesforce in this new era.

Don't forget, you can have the goodness of the PUB Crawl delivered into your inbox each Monday morning by subscribing today!

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PUB Crawl for April 8, 2019

by Ryan Ozimek on April 08, 2019
Tags:PUB Crawl, Ryan Ozimek, Salesforce, Salesforce for Nonprofits, Salesforce Nonprofit Success Pack

It's cherry blossom season here in Washington, DC, which means that spring is finally here. As we get ready for the inaugural Admin Day in New York City on Thursday, and as the Power of Us Hub prepares for its biggest upgrade ever, the rotating of the seasons seems to mean change is in the air.

Salesforce Power of Us Hub PUB Crawl for April 8, 2019

Let's embrace the newness, grab a refreshing beverage, and dive into this week's knowledge from the Power of Us Hub!

Don't forget, you can have the goodness of the PUB Crawl delivered into your inbox each Monday morning by subscribing today!

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Increasing Your Donation Page Conversion Rate: 9 Smart Tips

by Tim Forbes on April 04, 2019
Tags:nonprofit tech news, online fundraising, Tim Forbes

9 Smart Tips for Increasing Your Donation Page Conversion Rate

A critical way for nonprofits to boost fundraising is by increasing their donation page conversion rate. A higher conversion rate for your online fundraising pages means that a greater percentage of those visiting your page are submitting your donation form and giving you a gift.

But how do you successfully increase your donation page conversion rate? Here are nine tips you can use to increase the effectiveness of your online fundraising forms.

Read more »
 

PUB Crawl for April 1, 2019

by Ryan Ozimek on April 01, 2019
Tags:PUB Crawl, Ryan Ozimek, Salesforce, Salesforce for Nonprofits, Salesforce Nonprofit Success Pack

It's funny how life can change so quickly in just 24 hours. After not taking a sick day since high school, soon after sending last week's PUB Crawl I found myself checking my temperature every hour for days. Worse, this all happened hours before my flights to NPSP Day Cape Town.

Luckily, our awesome community members Sam Vos and Annakie Gammon stepped up and ran a fantastic NPSP Day for the South African community while I was stuck at home!

Salesforce Power of Us Hub PUB Crawl for April 1, 2019

So while I continue down the road to recovery, join me as I slowly lift an effervescent glass of vitamin infused water and toast Sam and Annakie. Now, let's see what happened last week while I was out of commission.

Don't forget, you can have the goodness of the PUB Crawl delivered into your inbox each Monday morning by subscribing today!

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PUB Crawl for March 25, 2019

by Ryan Ozimek on March 25, 2019
Tags:PUB Crawl, Ryan Ozimek, Salesforce, Salesforce for Nonprofits, Salesforce Nonprofit Success Pack

After a full week away from the friendly confines of the Soapbox Engage offices, it was nice to spend the week back in DC. Best yet, it was a chance for me to attend our local non-profit user group meeting while prepping for days of Nandos eating later this week (thanks Salesforce for the user group food!).

Salesforce Power of Us Hub PUB Crawl for March 25, 2019

As I get ready to prepare myself for back-to-back redeye flights en route to our second NPSP Day Cape Town later this week, allow me to get out of the way and deliver this week's round of knowledge.

Don't forget, you can have the goodness of the PUB Crawl delivered into your inbox each Monday morning by subscribing today!

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PUB Crawl for March 18, 2019

by Ryan Ozimek on March 18, 2019
Tags:PUB Crawl, Ryan Ozimek, Salesforce, Salesforce for Nonprofits, Salesforce Nonprofit Success Pack

It's been a whirlwind of a week, with events like fourth annual NPSP Day Portland, my 15th Nonprofit Technology Conference, and an awesome Amplify party. Phew. Before heading to Africa for our second NPSP Day on the continent, I'm gathering thoughts after seeing some great community knowledge.

Salesforce Power of Us Hub PUB Crawl for March 18, 2019

For those of you in the Pacific Northwest that joined us for all the fun, thanks for sharing your time and ideas! For everyone else, here's a little snippet of that community knowledge, packed into this week's PUB Crawl.

Don't forget, you can have the goodness of the PUB Crawl delivered into your inbox each Monday morning by subscribing today!

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Best Salesforce Apps for Nonprofits: 9 Essential Tools

by Tim Forbes on March 14, 2019
Tags:Salesforce, Salesforce for Nonprofits, Tim Forbes
The best Salesforce apps for nonprofits can take your operations to new levels of efficiency.

Salesforce has quickly become a leading CRM platform for both the business and nonprofit worlds. This popularity is largely due to one major benefit: its flexibility.

Salesforce gives its users the ability to easily customize the platform by installing integrated apps designed to serve specific functions.

The ability to quickly and easily add new integrated functions means that organizations can fine-tune their CRM toolkits in a way that was previously only possible through complicated and often expensive integration projects.

For nonprofit organizations, building out a set of highly effective Salesforce apps can be a game-changer. After all, nonprofits rely on a particularly wide variety of tools to plan, manage, and track their operations. The fact that Salesforce can serve as a central hub in which you can build additional functions is a major plus for organizations that have made the move to the platform.

Read more »
 

PUB Crawl for March 11, 2019

by Ryan Ozimek on March 11, 2019
Tags:Power of Us Hub, PUB Crawl, Ryan Ozimek, Salesforce, Salesforce for Nonprofits, Salesforce Nonprofit Success Pack

I don't know about you, but it certainly seems to me that March is keeping up with its reputation of coming in like a lion.

In the mix of everything March has brought to my doorstep, I've just landed in Portland, home of a trifecta of back-to-back-to-back Salesforce and non-profit community events. Tomorrow, I'll kick-off the 2019 NPSP Day tour, bringing together community members for the fourth year in a row in Portland!

Salesforce Power of Us Hub PUB Crawl for March 11, 2019

Meanwhile, there's a lot of great content that's been produced by the community during the past week. So while you ponder how March will exit this year, grab the perfect knowledge pairing beverage of your choosing, and pull up a stool to the PUB Crawl.

Don't forget, you can have the goodness of the PUB Crawl delivered into your inbox each Monday morning by subscribing today!

Read more »
 

Boost Your Revenue with These Matching Gifts Tips and Tricks

by Tim Forbes on March 07, 2019
Tags:nonprofit tech news, online fundraising, Soapbox Engage, Soapbox Engage Partners, Tim Forbes

Have you ever wished that you could wave a magic wand and increase your donations? That’s basically how it works when you leverage Double the Donation’s 360MatchPro, Soapbox Engage’s new partner in matching gifts.

What are matching gifts, you ask? A matching gift is a donation made by a company to a nonprofit that an employee of said company has already donated to. So instead of one donation, your organization gets two!

In this article we are going to teach you:

  1. All about matching gifts

  2. How to market matching gifts

  3. How to revolutionize your matching gift efforts


Let’s get started!

Read more »
 

Salesforce Nonprofit Success Pack: 27 Optimization Ideas for Fundraising

by Tim Forbes on March 06, 2019
Tags:online fundraising, Salesforce, Salesforce for Nonprofits, Salesforce Nonprofit Success Pack, Tim Forbes, website CRM integration

Salesforce Nonprofit Success Pack: Top ideas to optimize for nonprofit fundraising

Out of the box, the Salesforce Nonprofit Success Pack (NPSP) offers nonprofits a powerful, scalable, and customizable platform for successful fundraising. By design, the 360-degree view it provides a nonprofit of their constituents and donors enhances an organization's fundraising efforts simply by adopting Salesforce.

What is more, a nonprofit can further optimize the Nonprofit Success Pack for fundraising by leveraging existing optional functionality and adding in some customized elements of their own. Here are our top ideas for optimizing your organization's Salesforce Nonprofit Success Pack instance for your fundraising efforts:

Read more »
 

PUB Crawl for March 4, 2019

by Ryan Ozimek on March 04, 2019
Tags:PUB Crawl, Ryan Ozimek, Salesforce, Salesforce for Nonprofits, Salesforce Nonprofit Success Pack

A few days out of the office can seem like an eternity sometimes. I was greeted this morning by a whole new floor opening in our coworking space in Washington DC, and happened to immediately come across the following familiar logo.

Salesforce Power of Us Hub PUB Crawl for March 4, 2019

Nice to see that it's right near the coffee machine, helping all those playing a few games of Ms Pac-Man into the late evening hours can really burn the midnight oil while also building Process Builder flows. To help us celebrate our Salesforce friends joining us with new office space in our building, a toast with your favorite beverage, and another round of knowledge here at the PUB Crawl.

Don't forget, you can have the goodness of the PUB Crawl delivered into your inbox each Monday morning by subscribing today!

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PUB Crawl for February 25, 2019

by Ryan Ozimek on February 25, 2019
Tags:PUB Crawl, Ryan Ozimek, Salesforce, Salesforce for Nonprofits, Salesforce Nonprofit Success Pack

For those of you who are young-at-heart enough to remember, sports broadcast in the US would pause once during a game for "station identification". To be honest, I really don't know why that happened, but it's ingrained somewhere in the recesses of my brain along with random Oakland A's baseball statistics from the late 1980s.

I figured, after writing, oh, let's say 177 weeks in a row, that maybe it's a good time to do a little station identification for ourselves. Plus, I did have two conversations last week where someone said, "...and I didn't even realize you were the same guy that wrote the PUB Crawl."

Salesforce Power of Us Hub PUB Crawl for February 25, 2019

For those of you who don't know, between PUB Crawl newsletters, NPSP Days, burritos, and various airports, I live a second life as a member of the Soapbox Engage team. We're the folks that think you shouldn't have to raise money to afford fundraising software, and who believe every effort we make as a community together moves the needle in the right direction of social justice and a better world.

So, if you feel like you should be getting more from your online donation, event registration, and advocacy software, I happen to know a team of penguins that would be excited to lend a hand...and maybe put a smile on your face.

Alright, that's enough of a commercial break for 3.5 years. Let's return you to your regularly scheduled program already in progress. Saddle up to the bar, and enjoy a fresh round of knowledge from your Salesforce community friends!

Don't forget, you can have the goodness of the PUB Crawl delivered into your inbox each Monday morning by subscribing today!

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PUB Crawl for February 18, 2019

by Ryan Ozimek on February 18, 2019
Tags:PUB Crawl, Ryan Ozimek, Salesforce, Salesforce for Nonprofits, Salesforce Nonprofit Success Pack

Sometimes, working within a product as complex as Salesforce can feel like me walking through what was a week of blizzard-like conditions in the mountains (and yes, of course I did multiple whale dives into the 7 feet of powder that dropped in 72 hours).

Salesforce Power of Us Hub PUB Crawl for February 18, 2019

Luckily, you're never too far from experts that can point you in the right direction in the Salesforce non-profit world...and friends making guacamole in my world. Wherever you are this week, get cozy with another round of Salesforce knowledge!

Don't forget, you can have the goodness of the PUB Crawl delivered into your inbox each Monday morning by subscribing today!

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PUB Crawl for February 11, 2019

by Ryan Ozimek on February 11, 2019
Tags:PUB Crawl, Ryan Ozimek, Salesforce, Salesforce for Nonprofits, Salesforce Nonprofit Success Pack

Every once in while, it seems like a good idea to push yourself just a bit outside of your comfort zone. It's especially helpful, though, to do it when you have a massive support cushion to fall into just in case you make a wrong turn. That's pretty much what I tried this weekend, and I'm happy to say that when there's 3 feet of overnight snow, I was less likely to injure myself on the ski slopes and more likely to wear a few pounds of fresh snow on the way down.

Salesforce Power of Us Hub PUB Crawl for February 11, 2019

So while I tried to dry off in front of a fire, I had a chance to dive into the Power of Us Hub and curate some awesome content from the community. Enjoy this week's PUB Crawl!

Don't forget, you can have the goodness of the PUB Crawl delivered into your inbox each Monday morning by subscribing today!

Read more »
 

PUB Crawl for February 4, 2019

by Ryan Ozimek on February 04, 2019
Tags:PUB Crawl, Ryan Ozimek, Salesforce, Salesforce for Nonprofits, Salesforce Nonprofit Success Pack

Any chance you've had the nightmare of not being even slightly prepared for an exam at school? You know, that dream that starts with you realizing that there's an infinite number of books to read and about 10 minutes to consume them all? That vision rushed through my subconscious while doing some college library tourism (long story) at the University of Kansas this weekend. You know, a typical Saturday for me.

Salesforce Power of Us Hub PUB Crawl for February 4, 2019

Luckily, the real-time reliving of a non-existent stress made sports watching a bit easier this weekend, though the coffee habit did help for a certain football game.

If you're still snoozing through the Super Bowl...wake up, it's time to study! Join us for a much more effective, and significantly less stressful, learning session with your non-profit community friends from the Power of Us Hub!

Don't forget, you can have the goodness of the PUB Crawl delivered into your inbox each Monday morning by subscribing today!

Read more »
 

PUB Crawl for January 28, 2019

by Ryan Ozimek on January 28, 2019
Tags:PUB Crawl, Ryan Ozimek, Salesforce, Salesforce for Nonprofits, Salesforce Nonprofit Success Pack

I know what you're all thinking. "That Ryan guy is really slacking. Where's the community organizing for 2019?" That's true, it's been a few weeks without taking to the air for an NPSP Day, but my friends, we're just warming up the 2019 engines for one of the biggest years yet.

My fellow penguin teammates kicked things off last week by hosting the first Washington DC Salesforce Nonprofit User Group meeting in Soapbox Engage's new home, and we're ready to bring the community organizing spirit.

Salesforce Power of Us Hub PUB Crawl for January 28, 2019

Better yet, for those of you outside the Beltway (and North America), I'm excited to announce the first three NPSP Days of 2019, including a world record fourth edition in Portland right before the Nonprofit Technology Conference. So, grab your calendars, get those synapses firing, and get ready for a fantastic year of sharing. And now, on to your weekly dose of Salesforce goodness.

PS: that's right, Justin Barss has appeared in a record 3 different PUB Crawl lead photo. Someone get that man an agent!

Don't forget, you can have the goodness of the PUB Crawl delivered into your inbox each Monday morning by subscribing today!

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