Individual Details Page: Snapshot
Pulling up an individual supporter's page will show you a snapshot of their data. The first thing you'll see at the top left is the supporter snapshot:
This snapshot lists the supporter's name, email, and ID number, and will display a picture of the supporter if you've uploaded one. (It'll show a generic-looking avatar image like in the picture above if you haven't.) You'll also see two buttons that will allow you to search for duplicate records or to delete this supporter's record. The rest of the data on the page will be the Overview panel.
You can dive deeper into several categories of data: check out the sections below to read up on other categories:
Jump to section:
Action History Panel
Contact History Panel
Groups and Interests Panel
Legislative Districts Panel
The Overview Panel provides a simple and customizable summary of information about the supporter. A host of details about the supporter are available here in a single glance. You can add or subtract fields from the panel to suit your needs, as you'll see below.
The fields available in the Overview Panel will appear in the middle of your screen, directly to the right of the detail tabs. The following fields will appear by default.
Chapter Membership: This lists the chapter(s) that a supporter is a member of.
Address: The Address field lists the supporter's primary email address. This information is also available under the supporter's name in the upper left corner of the page.
Email Status: The Email Status field shows whether or not the supporter can receive email blasts. A large, green check mark indicates "Yes" while a bold, red X signifies "No." You'll find the detailed email status immediately to the right of the check or X.
Source : The Source field denotes the supporter record's origin. It'll show "File" if the supporter was imported into Salsa and "Web" if the supporter signed up online.
Source Details: The Source Details field shows a detailed origin of the supporter. If the supporter was imported, it will report the import file's name. If the supporter signed up online, it'll show the web address the supporter used.
Source Tracking Code: The Source Tracking Code field provides you with additional details about the supporter's origin.
Action History: The Action History field shows any actions the supporter has taken on behalf of your organization. If the supporter has responded to one of your petitions, contacted a politician as a result of your online activism, or otherwise responded to youradvocacy campaigns, it'll show up here.
Interests: The Interests field lists any interests the supporter might have.
You might also see the following fields on each record, depending on what other fields you have made visible.
Overdue Contacts: The Overdue Contacts field signals a past due contact attempt, such as one you might schedule in theContact History Panel.
Recent Contacts: The Recent Contacts field keeps a record of any contact attempts you've logged in the Contact History Panel.
The Overview Panel also allows you to customize the fields you see. You can add any field in the supporter table to the Overview Panel, including Custom Fields. Just follow these three steps:
Click the "Select fields to display" link. It should appear right above the Action History or Modification History fields.
When the Select Fields box comes up, use the drop-down menu to select the fields you want to add to the Overview Panel.
Once you've added all the fields you want to add, click the "Save" button in the lower right corner of the Select Fields box.
That's all there is to it! The page will reload and you'll see your new Overview Panel. Repeat the same process to add or remove fields later on.
The Profile Panel contains detailed information about the supporter and is broken into many different sections. At first it might look complicated, but with a little practice it'll prove quite simple. After updating a section's fields, you must click the "Save" button at the bottom of the section to save the changes.
The Basic Profile section contains all the elementary information available about the supporter, including title, first name, middle initial, last name, suffix, email, phone number, and occupation.
The Email section contains the supporter's email address, whether or not she receives HTML or text only emails, whether or not she receives email blasts, an alternate email address for reference, and information about email bounces from her address.
A "soft bounce" occurs when an email makes it to the supporter's mail server but is undeliverable, for reasons like a full supporter's inbox, a swamped recipient server, or overly large email messages. Soft bounces don't necessarily mean the supporter cannot be contacted via email. They just suggest she cannot be contacted at that time.
Hard bounces, in contrast, signify a permanent delivery failure. Either the supporter's email domain doesn't exist or the address is invalid. It is also possible (although unlikely) that the supporter's mail server blocked incoming traffic from your server.
The Notes section allows you to record notes about the supporter. Use this field to store any information or details you don't feel have a place in the other profile sections.
The Phone & Fax section contains the supporters phone number, cell phone number, work phone, pager, and home and work fax numbers. It also holds fields for the supporter's phone provider, instant messenger service, instant messenger name, and web page.
The Location section holds five fields pertaining to the supporter's location - county, district, latatude, and longitude. (Please note that "Timezone" is not related to the supporter, but is a field set by the server.) Districts are named according to their state's postal code and district number. Nebraska's second Congressional district, for example, shows up as NE02.
Note: Longitude/Latitude specifies the centroid of the Zip Code area. It is not the Latitude/Longitude of the specific address.
The Additional Info section contains a host of fields not available in other sections, including the supporter's occupational title, organizations of which she is a member, details about the record's origin, status, and unique ID, and additional "other" fields for your organization's use.
The Password section stores the password the supporter uses to log into your web site. Some supporters will log in with other networks, like Facebook.
The Source section contains five fields about the supporter's origin - acquired from, source details, date created, external ID, and last updated, and should be used as a point of reference.
Last Modified/Updated: Be aware, this field DOES update when adding a supporter to a group (but it does NOT update when removing a supporter from a group).
The Action History Panel, like the Contact History and Events panels, is a simple way to track the way your supporters interact with your campaign. Volunteers are the lifeblood of many organizations. Knowing your supporters' action histories allows you to predict their volunteer behavior more accurately.
Unlike other panels in the Individual Details page, the Action History Panel is autofilled by another feature of the Salsa platform, namely the Advocacy Campaigns package. Whenever you create a new action and a supporter completes it (be it writing a letter to the editor, signing a petition, or taking another action on behalf of your campaign), that information will appear in the Action History Panel. Actions will also appear in the supporter's record if it was added as part of query.
At the top of the panel, you'll see the actions broken into different types. Click on the type you want to see, or click "Show All" to see all the actions the supporter took for your campaign. The actions themselves are sorted by date, name, and type. Click on an action's name to learn more about it.
The Addresses Panel allows you to record addresses for each supporter. Salsa distinguishes between shipping, billing, and work addresses, as well as a host of other types. This panel also stores the supporter's phone and fax number, if that information is available.
To change an address already in the system, simply click "Edit Address" on the address you'd like to alter. Make whatever changes you'd like in the Address box that appears. Then, click "Save."
To add an address to a supporter's record, click the "Add a new address" link at the bottom of the panel. Select the appropriate address type in the box that appears. Then add the supporter's address information into the appropriate fields. Click "Save" to complete the process.
An important aspect of supporter management is keeping a timeline of your communications with individuals. Salsa makes it simple to record this information and log your efforts to keep in touch with your supporters.
In this section, you can schedule new contacts with the supporter. Simply click the "Schedule a contact" link and you'll be presented with the following fields:
Purpose: The Purpose field is hard-coded with six possible options (which cannot be removed): personal, event, volunteer, fundraising, and other. Pick the most appropriate purpose of the contact.
Scheduled Date: You can set a precise day and time to contact the supporter in the Scheduled Date field.
Method: The Method field allows for six possible options - contacting the supporter by phone, direct email, IM, text message, letter, or other.
Campaign Manager: You record who should initiate contact with the supporter in the Campaign Manager field.
Priority: The Priority field records the relative urgency of the contact: low, normal, high, or critical.
Codes: You can assign codes to the contact in the Codes field.
Notes: Put detailed notes about the scheduled contact in the Notes field. Type all you like: there's plenty of room to record what you need to know.
After you enter information into the fields above, click "Save." You'll now see the scheduled contact, its due date, method, priority, and the first few words of the note field listed in the Scheduled Contacts section. Click the contact's "Edit" link on the right side of the screen to edit a scheduled contact. If the contact is past due, the date will become bright red and add the phrase
(overdue)to the date field.
Recent Contacts works exactly the same way as Scheduled Contacts. Click "Log a new contact" and enter information into the fields above. The only difference is the Scheduled Date field. It's called "Contact Date" in the Recent Contacts section, as the contact already occurred.
The Recent Email Blast History section shows information about blasts the supporter received. Click the blast's subject line to see details about the email in the email blast management tool.
The Donations Panel grants you a full contribution history of your supporters. You can track pledges, recurring donations, personal fundraising pages, and donations from this page.
The Pledges section allows you to record monetary pledges made to your organization by your supporters. Click "Add a Pledge" to start the process. In the box that appears, mark the date the pledge occurred, the amount of the pledge without a dollar sign, the date the pledge is due, and the status of the pledge - either new, fulfilled, or overdue.
The pledge will appear in the panel once you click "Save." To edit the pledge's details, click on the pledge ID. You can change the donor's name, donation amount or due date, or add notes to the pledge from the detail screen.
Processed recurring donations appear in the Recurring Donations tab. Click on the donation's ID to learn more information about the donation.
The Personal Fundraising Pages section lists any fundraising pages the supporter created on behalf of your organization.
The Donations section tracks any individual donations made by the supporter to your organization through your donation pages. Additionally, you can add donations to the supporter's record by clicking the "Add a donation" link and filling out all the information required to process the donation.
After clicking the "add a donation" button, a new menu will open, allowing you to fill out all the needed information for donating.
Payment informationThis provides donors the opportunity to provide a given amount and method of giving. Donors can only give recurring donations if using a credit card. The following are options for your donations page:
Merchant AccountA merchant account is an account that holds credit card payments and allows you to receive the money from a donation. When the payment gateway processes a payment, the money is transferred from the credit card company to your merchant account.
Recurring DonationsThis option adds recurring payment options to your page. With these, your supporters can set up donations that will charge them monthly, quarterly, semi-yearly, or yearly. Please note that this option should only be enabled if your merchant account gateway allows recurring donations! Check with your merchant gateway provider for details of their services.
Include ONLY Recurring PaymentsIf checked, your supporters will not have the option to make one time donations. They will be presented only with the option to submit a recurring payment.
Include In Honor OfThis option will allow your supporters to enter In Honor Of information into their donations, so that you have an address and name to publish, or to send follow up communications to (thank you letter, etc.)
Include In Memory OfIf checked, this will allow your supporters to enter an "In Memory" designation for their donations. Because this type of field is intended to indicate a donation in memory of a deceased individual, there is no address or email field to correspond with the In Memory name.
Include Designation CodeIf checked, this option will create a box for donors to enter a "designation code." This can be helpful for "vote with your dollars," campaigns that use a single page to raise funds for multiple projects, or to credit individual fundraisers or bundles of contributions from a single source without creating a new donation page.
Batch CodeThis is a miscellaneous field that is available for the account manager's use and most commonly used in uploads. Although this is simply an arbitrary text field that could be used for any type of coding an organization might desire, a donation "batch" typically refers to a collection of donations – such as all the donations for a particular date – and is sometimes used for accounting or audit trail purposes.
Email Trigger KeysAuto-responses are email messages sent automatically upon completion of a page. Including at least one Reply-type auto-response confirming the transaction has been successful by email is highly recommended.
* If you don’t have a reply email set up already or if you want to use a new one, click here to find the step by step instruction on how to set one up.
* To select an existing trigger, click on any one or several auto responses listed under 'Email Trigger Keys'
You can have a page launch as many different auto-responses as you like. Just hold down the 'ctrl' key to select more than one. (Many organizations include both a Reply-type auto-response to the donor, and an Individual-type auto-response to notify the campaign manager.)
You can also set up multiple condition triggers, for example, an individual trigger that goes to someone when a larger donation is made, or a special thank you for donors who use specific amounts. You can also add time-delayed triggers to send out a request to donate again after a certain amount of time. You may want to be careful though, as all triggers that apply to a donation will be sent out.
Salsa's Default Trigger
The Events Panel lets you track any events a supporter attends or hosts. It is broken into two sections.
The Event Attendance section tracks every event the supporter has attended or will attend at some point in the future. Each event is tracked by its unique event ID, start date and time, type, and status. If you'd like more detail about an event, simply click on the event ID and you'll be taken to the appropriate event management page.
The Host for the Following Events section tracks every event the supporter hosted or is hosting in the future. Like the Event Attendance section, events are tracked by unique event ID, start date and time, type, and status.Click on the event IDs to learn more about the events the supporter is hosting.
Salsa lets you track many types of information about your supporter, but its true beauty lies in letting you customize: You can tag supporters in ways that are meaningful to your organization and group them the way you want anytime you want. The Groups and Interests Panel gives you full control over each of these features. Use this panel in close conjunction with the Contact History, Household, and Relationships panels, and you'll develop a supporter database unriveled by other campaigns.
Click the "Add to a group" link to add a supporter to a group. In the box that appears, select the appropriate group from the drop-down menu. Note smart groups won't appear in the list, as they auto-populate based on criteria established when they are created. Click "Save" and you're done! The group name will appear in the Groups section of the panel. Click "Remove" to remove a supporter from a group.
The Interests section provides a way to tag supporters who share interests, but before you add them to a record there are two things to note. First, previous versions of the Salsa interface possessed an "interests" feature that was seperate from tags. We merged the two in the new interface. Interests are now just special kinds of tags, specifically ones with the "interest" prefix. That's the second thing to note: You'll use the "Manage Tags" feature (described here) to manage both interests and tags.
Setting a new interest for a supporter is easy. Simply type its name into the "add interests" box, separating different interests with commas, and click the "add interests" button. They page will reload and the interests will appear.
Unlike some systems, we don't track households independently of supporters (after all, is a house with no one in it a household?). Instead, every supporter, by default, is what we call the Point of Contact for her household. You can then add supporters to a household. We define householding as a way to group and query supporters based on a shared residence.
The Household Panel will change depending on the supporter's household status. Let's start with the first case you're likely to encounter - a supporter whose household record is untouched.
If you've never changed a supporter's household, the Household Panel will display two sections, one that allows you to customize the supporter's household (remember, by default every supporter is the Point of Contact for her household) and one that allows you place her in another supporter's household. If you click on "Customize Household," you can change the supporter's household name (which is used for mailing addresses) and add other supporter's to the household.
After you click the Customize Household button, you will see options to update this household (the household of which this supporter is the Point of Contact). You can update the household name, add other supporters to the household. You will also see a Change Households button which will give you the option to add this supporter to a household headed by a different supporter.
If you choose instead to make the supporter part of another household, use the search box to find the correct Point of Contact and click Assign.
Once you edit a supporter's Household Panel, it'll change depending on whether or not the supporter is a Point of Contact or a subordinate household member. In either case, you can change the supporter's household, change the Point of Contact, or add and remove members from the Household.
After your supporters are organized into the households you'd prefer, you can use the query tool to segment your list and target email blasts to only reach Points of Contact for households.
The Legislative Districts panel is where you can assign legislative districts for your supporters. Using legislative districts to segment your supporter list allows you to target and mobilize supporters that will have the strongest ability to sway a federal or state legislator or even a city council member.
Built into Salsa are all Federal Senate and House districts—so all you need to do is pick the correct one for each supporter from the dropdown menus. To speed up the process, Salsa also has a script that is available to members that will automatically fill in district information. This script can be run once or daily. If you are interested in using this script, send an email to firstname.lastname@example.org and ask us about it.
While Salsa doesn’t have State Senate and House districts preloaded, you can add them here.
Because actions sometimes focus on local politicians, agencies or other levels of government, it can be useful to keep track of which of your supporters are their constituents. Here you have the option of adding local agencies (or other custom agencies or districts) that a supporter falls under.
Under the Pictures Panel, you can add pictures to the individual supporter's record.
The first section of the Pictures Panel, Upload a Picture, allows you to select a picture from your hard drive and upload it into Salsa. Simply click the "Browse" button, find the appropriate photo on your computer, click the "Upload" button, and you're done!
The Uploaded Pictures section holds all the photos you've uploaded to Salsa for your individual supporter. In this section, you can delete photos by clicking the "delete" option next to the picture you want to trash.
The Relationships Panel allows you to establish relationships between supporters. Relationships provide you with a better understanding of the social networks your supporters populate, as well as their interconnectedness within your database. A strong focus on relational data could yield many insights into how your supporters influence each other.
To add a relationship, click the "Add a new relationship" link in the panel. Use the search field that appears to find the related supporter. Then, pick the relationship type. You can choose from friend, neighbor, spouse, parent, sibling, child, boss, employee, coworker, partner, even enemy! Note the household relationship type is a legacy option whose use is no longer encouraged, but don't worry. We've made it better. If you'd like to establish households for your supporter, use the Household Panel.