Updated Peer-to-Peer Fundraiser Portal
We've updated the look and feel of the Fundraiser Portal for Salsa Peer-to-Peer Fundraising (P2P) events. We have updated the fundraiser portal color scheme and rearranged some functionality to make it easier to use. The revised portal is mobile-friendly for supporters who would prefer to manage their fundraisers through their mobile browser, rather than or in addition to the mobile app. Fundraisers can also now choose to create a new team, join an existing team, or leave a team altogether, all from the Fundraiser Portal.
Reallocate Donations Made as Part of a P2P Registration
When a purchaser registers a fundraiser for an event and makes an additional, optional donation, the donation is currently allocated to the purchaser (if they are purchasing for themselves), a third-party fundraiser (if there is only one in the cart), or the event itself (if there is more than one third-party fundraiser in the cart). Campaign Managers can now reallocate that donation to any fundraising page or team page.
P2P Fundraiser Pages Are Now Created Immediately After Registration
Salsa is making a change to the way that fundraising pages are generated and presented on the public event page. For any fundraising registrations that occur after the release on February 7, 2019, all fundraising pages will be generated and publicly available at the time of registration. There are almost no perceptible changes to the checkout process for supporters, with a couple of exceptions:
- If fundraising is “required” in the registration configuration, then a supporter who is purchasing a fundraising registration for themselves must create their fundraising account during registration. The “Do this later” option will only be available for the purchaser when fundraising is “optional.”
- The supporter who is purchasing the registrations will have the option to select a fundraising team for any third party registrants at the time of checkout.
Cascading Style Sheets (CSS) is a style sheet language that web developers use to define HTML styles (e.g., fonts, colors, spacing) for web forms and, to a lesser extent, emails. Now you can add CSS to customize the look of your Engage forms (that are not embedded in existing websites) and email blasts. CSS can affect the look-and-feel of your activities beyond what you can normally do in the Visual Editor.
Add Images to Text Elements
We now support inline images inside Text elements in email blasts and activity forms. The text in the element will wrap around the image if the image is smaller than the paragraph.
Lock Image Size and Aspect Ratio
Image element aspect ratios can be locked for editing. This is a useful way to maintain the image dimensions in a layout, especially when it is cloned or syndicated. If an image element is locked and a user adds an image to the element, the user will be prompted to crop the image to fit the space. An image element can always be unlocked to add an image of any size and shape.
Supporter Source Fields Added to Supporter Query
We have added four new fields to the Fields to Return in a Supporter Query:
- Source Activity UUID
- Source Activity Name
- Source Activity Type
- Source Type
These fields were already available when generating Rules for your query, but were not defined as fields you could output until now. These fields define the activity that added the Supporters to your Engage database.
For customers who are already partnered with Salesforce, you can now initiate and maintain a bi-directional interface with Engage to transmit supporter, activity, and (soon) email data to Salesforce.
You can now add PayPal to a fundraising form as a transaction payment. This function relates to the payment gateway that is assigned to fundraising forms and is separate from the payment gateway itself.
Email Link Parameter Append
Campaign Managers can now customize links in Email Blasts with a set of parameters (for example, linking to a fundraising form and automatically selecting a preset donation amount).
Image Editor Changes
The Adobe Creative Image Editor, which powered the image editor in Salsa Engage, was recently discontinued by Adobe. That feature suite has been replaced with the edit functions Salsa Engage customers used most often. Our new Asset Image Editing capabilities maintain the ability to Size, Reorient, and Crop images from within Engage.
Delivered Email Metrics
Sent Email reporting and Messaging Performance Insight Queries now report on the number of emails delivered for email blasts.
Late this evening (Eastern time) we are releasing an Engage update to our email stylesheets that have adjusted email image element padding. Campaign Managers will have more granular control over the padding, including with the ability to zero it out completely. Emails using the new stylesheet will render more consistently across email clients. Emails generated prior to 9/11/2018 will retain the original padding. Emails created on or after 9/11/2018 will use the new stylesheet.
There is a new process for creating all Activities: starting with an existing Activity, starting with a Predesigned Template, or starting from scratch.
There is a new process for creating emails: starting with an existing email, starting with a Predesigned Template, or starting from scratch.
It is no longer necessary to generate a dynamic query to assign to a scheduled blast. You can create a supporter query and assign that to an email blast. The query will run just before the blast is scheduled to be sent and the audience will be based on the query results when it runs.
There is a new process for creating Targeted Actions: starting with an existing action, starting with a Predesigned Template, or starting from scratch.
Custom Targets now have their own tab in Targeted Actions for easier management.
Custom Targets now have more data to enhance the supporter experience:
- Job Title
- Company Name
- Custom Salutation - Add a letter salutation that will replace the built-in structure of "Dear [Title] [First Name] [Last Name],". For example, instead of the standard 'Dear Mr. John Smith,' you can add 'Dear Mr. Smith,' or 'Dear Manager of Corporate Marketing,'.
There is a new process for creating Events: starting with an existing Event, starting with a Predesigned Template, or starting from scratch.
We have tweaked some things in the ticket editing functionality when viewing Events in a mobile setting (think iPhone 8+ or smaller) to make things a little more intuitive.
Also in mobile views, we have added a shopping cart icon to easily identify ticket summaries on-the-fly.
We have moved the discount code field to the top right of the ticket summary and to checkout as well, so it is more obvious where to enter codes.
Supporter Subscription details have been enhanced to provide more information on when and how someone unsubscribed.
Creating an email from query results just got easier. If you select an email blast audience based on the results of a Supporter Query and schedule the blast into the future, the Supporter Query will now be the audience instead of a static list based on when the query was originally run and the email originally scheduled. The query will run just before the blast is sent. This will ensure that every you mean to send the blast to will be targeted.
There is a new process for creating Peer-to-Peer fundraising events: starting with an existing event, starting with a Predesigned Template, or starting from scratch.
We've made some enhancements to the sign-up and login workflows for peer-to-peer fundraisers.
If your fundraisers have participated previously in another Salsa hosted fundraiser, we'll just ask for their login to continue with registration and it's based on their unique email address.
If they are already logged in, it's no longer confusing and the fundraiser is remembered.
An Events tab has been added once the fundraiser is logged in to their Salsa fundraising account, which lists all their fundraising activities.
The last event for which they've registered becomes the default, but that default event can be changed. For instance, if another fundraiser in the same city comes before yours, the fundraiser can change the default fundraiser to the one that comes up first.
If a campaign manager is registering for other fundraisers, it's easier to log out previous fundraisers and keep straight who is being registered currently.
It's easier now to add discount codes and to go back to add a discount code from the checkout screen.
We now display assets differently using a new Grid View and List View concept. New tabs for Predesigned Templates and Template Images better organize your images versus template images.
Advocacy - Facebook.com recently updated their Terms of Service to now prohibit third parties from posting to an individual's timeline or to a target's timeline. We've had to remove all functionality that allowed us to do that. Supporters can still share content themselves, but we can no longer do that for them.
Facebook will no longer be an available channel in Targeted Actions. Following the release date, Facebook will be automatically removed from your action pages as an action channel. In addition, the options previously available under the Social Promotion tab of your action page workflow will also be removed. These options previous allowed us to post to a target’s wall and to your supporter’s wall simultaneously. That said, sharing icons will still be included by default and remain as an available element in the Visual Editor as a quick and easy way for your supporters to share an action. Finally, action message result counts and graphs will no longer include actions that were taken using the Facebook channel. You will, however, be able to find supporters that previously took action via Facebook using the supporter query tool. These options will remain for segmentation purposes.
Salsa will no longer support adding personal accounts to Salsa for posting on an individual’s timeline. Facebook’s new requirement states that connected apps can only post to Pages. As a result of this change, any personal Facebook accounts that were added to Salsa for the purposes of posting on a personal timeline will no longer be available. Facebook accounts that are connected for Lead Ads, Custom Audiences or for posting to Pages (distinct from a personal timeline) will not be affected.
Design basics that focused on Facebook sharing are now labeled Social Network sharing.
Facebook message data will no longer be available in reporting or insights. However, the supporter query will still reference Facebook actions in Advocacy history, for supporter segmentation purposes.
Twitter - Sharing your forms to Twitter now uses the Social Network sharing data found in the page's Design preferences. NOTE: Twitter only refreshes its technology weekly, so changing your Social Network description and republishing will not take effect for one week, unless after you publish your page you check your live form at https://cards-dev.twitter.com/validator.
New Login Links - We've added login links to suggested layouts, at the top right and bottom middle, instead of needing to go to an individual fundraiser's page to log in.
Welcome Message - When fundraisers log in to their P2P account for the first time, a welcome message displays further information or links to external PDF documents you need to share. The content is customizable in the P2P Management menu and uses the typical content editor so you can make the message look however you desire.
Embedded Event URL Handling - Previously when you embedded your Engage P2P form in another website, and you clicked on an individual fundraising page or a team fundraising page, the fundraising page popped out in a new tab with a crazy website URL. We've fixed that to contain a more sane URL, relating to the salsalabs.org domain (unfortunately we will not be able to open that fundraising page using your domain in the URL).
Event Ticketing - Supporters can now select quantities of tickets when they register for each type of ticket they wish to purchase.
The rest of the checkout workflow remains the same. If supporters are not required to add names and emails, then the RSVP for those tickets can be anonymous at check out. However, if names and emails are required by the ticket configuration, then they must add -- one at a time -- a name and an email to each ticket along with any additional information about each ticket that needs more information, then they can check out.
"Quick" Targeted Actions - Targeted Actions now have a streamlined user experience for a single target set (one political party in the US House and Senate, for example). The supporter will now see their demographic data entry, targets, and message all on the Landing Page, with a one-button submission process (for actions with only message channel, like email or Twitter).
If more than one message channel (email and Twitter, for instance) is desired, a second page is still required for that second message channel (second channel displays on the Action Page).
Multiple target sets (House bill vs. Senate bill, separate email campaigns to congressmen in the same chamber of Congress depending on how they vote) still work as they always have.
Targeted Action Custom Targets - Addresses are not required for only custom target actions. Name and Email address are still required, so anonymous messaging is not allowed.
State Legislature Committee Level Targets - Committee members at the State Senate and House levels may now be targeted. Supporters can still send messages only to state legislators that represent them, and supporters will still not be able to take action with regard to legislators in other states or do not directly represent them based on the address they enter.
Results By Message - A new tab option reports exactly what Twitter or email messages the supporter sent to each target, in addition to results by Supporter and by Target. This report identifies whether the message was personalized (appended or changed completely). This data can also be exported to CSV for external analysis. Message metrics are under the Action Metrics tab in the Action. Click-to-Call connections are on the separate Click-to-Call metrics tab.
Targeted Action Social Promotion - This functionality has been removed, because of the changes Facebook has made. However, supporters will still be able to use a Social Share element added to your forms to actively share your forms.
Subscription - The Subscription table has been modified to define if the unsubscribe was due to opting out, hard bounce, or email consent unknown (GDPR-enabled organizations only). Added email status to Results fields as well.
Define Audience Using Custom Supporter Query - Identify your audience from a custom Supporter Query "on-the-fly" instead of needing to segment the list before selecting the audience.
Email Insight - We have added a link on the Emails tab directing to the Insight Query tool, for ease in getting detailed reporting of your blast results. Added Date Sent to Metrics to Return.
Sent and Unsent Emails - Email Blast lists have been split into separate tabs, whether the email is in Draft status and unsent, or if it is in Completed status and sent to the recipients.
Email Recipients and Conversions - Email Blast and Email Series results have been split into Recipients and Conversions.
Recipients tab displays how far in the email funnel your audience reached for that particular message, such as delivery status, whether they took action, whether their subscription was modified as a direct result of that email, and how many unique links that supporter clicked. This is a good report for identifying bounced emails and why.
Conversions tab displays any actions that were taken on an Engage form as a direct result of that email blast, such as making a donation or signing a petition or messaging a target. Only supporters in the email blast audience will display here; supporters who took action but were not targeted in the email blast do not report here but will report in the Activity results. Audience members may display more than once as a Conversion if different links represent different actions to take.
IMPROVED EMAIL TEMPLATES
When you make a new Email, our new email layouts make it a lot easier to create great looking emails out of the box. We've added easier to understand names and made them significantly easier to modify to suit your preferences.
Default Fundraising Goals - On the Setup tab of Peer-to-Peer events, you can now set up default goals for Fundraisers and Teams. What you enter here will appear as a default value. Supporters can then move forward with your selection or enter their own amount.
Include Registration Costs Toward Goal - If a Registration Level includes a Fundraiser page, you can now count registration fees toward the goal.
Click here for more info.
SOCIAL ACCOUNT MANAGEMENT
We've made significant improvements to the social account management and attachment process, including support for Business Manager accounts. Part of this work includes new permissions in our integration with Facebook. Consequently, if you have attached Facebook accounts, you will need to reauthorize them in Salsa Engage. When you click into an affected account, you'll have the option to "Re-authorize" it. Users with access to Facebook accounts that are attached to Salsa Engage should log on to Facebook, then click the Re-authorize button in Salsa Engage. Click here for more information.
You can now provide Event supporters with discount codes that can apply to either a specific ticket type or the transaction total of an entire purchase. For Peer-to-Peer events, discounts applied to an entire purchase also apply to optional add-ons. Click here for more information.
Salsa Engage now enables you to set forms to be pre-populated with name and address information for returning supporters. Click here for more information.
STYLISTIC CONTROL OF P2P LEADERBOARD AND GOAL TRACKING HEADERS
We've also given you greater control over the look and content of the Peer-to-Peer Leaderboard and Goal Tracking headers so you have more freedom to complement your P2P form design.
We're continually enhancing Salsa Engage, and if you are using Cloning to create new Activities and Emails, you're probably missing out on great new features. If you are creating new Activities or Emails, it's best to create them from scratch to ensure that they include the latest and greatest layouts and Elements.
TICKETED EVENTS AND PEER-TO-PEER FUNDRAISING EVENTS
Ticketed Events and Peer-to-Peer Fundraising Events have an all new registration and checkout process for supporters. The new process is more intuitive and provides a smoother and more visually appealing registration experience. The update is backward compatible, so you shouldn't have to do anything to existing fundraisers or events. This update includes the following:
- The ability to require custom questions.
- The ability to reorder custom questions.
- Fundraising can be optional for any fundraising registration type.
- Supporters can opt to complete their fundraising page setup at a later time.
- Supporters can purchase fundraising registrations for other people without having to reuse an email address.
- The number of required fields for checkout has been reduced for free events.
- There is a new "P2P Fundraiser Login" button element that can be placed anywhere on a P2P event page so people can log in without having to go through the normal workflow.
- There is a new "Public Display Name" field, where supporters can choose how they are represented on the donation ticker.
- Dashboards and exports have been improved for better data management.
New Suggested default layouts for Sign-Ups, Fundraising, Targeted Actions, Legislator Lookup, and Petitions. Click here for more information.
The new Spacer Element enables you to The new Spacer element enables you to realign elements. You can then modify the spacer’s width, height, background color/image, and more.
For forms and emails, we’ve added additional Rows menu options that make it easier and quicker for you to build good-looking pages and emails. Following are the new options:
- Redo header
- Redo footer
- Hero block
- Right image, left text
- Left image, right text
- Two columns image with text
- Three columns image with text
- Four columns image with button
- Two columns, right image with text (activities only)
- Two columns, left image with text (activities only)
Salsa Labs is actively working on disabling TLS 1.0 for Salsa’s Services. In the interest of improving internet security and to employ best practices, TLS 1.0 is being sunset across the web in favor of TLS 1.1 and 1.2. Click here for everything you need to know.
Email Series has been re-engineered to provide you with more flexibility and control.
One of the biggest changes that we've implemented is the ability to add both new and existing supporters to an Email Series. In addition, we now support creating and queuing up a draft of an email in a series before making it live, targeting and excluding recipients with more granularity, and the ability to suppress supporters enrolled in a series from your regular email blasts.
We also changed the way messages in a series are scheduled. While you still define a delay from when a supporter enters a series to receive the first message, subsequent messages will be scheduled at a time relative to each message that follows the first. Don't worry, any series you had already made active will migrate to relative scheduling automatically. For any Email Series that you had not yet published, you'll just need to activate your content and schedule your messages before making the series active.
It's a good idea to take advantage of the new Email Series walkthrough. Go to Email > Email Series, and then click the help ? > Tutorials.
There's a lot that's new, so be sure to click here for more info.
- Supporters can create a P2P Team in the P2P Supporter Portal, if they did not do so at registration. See “Add New Team From the Supporter Portal” here.
- Campaign Managers can overwrite the "Display As" name or flag a donation as Anonymous in the P2P donation ticker on a personal or team fundraising page. Click here for more info.
- P2P activities provides a link in Published Details that skips the main P2P event landing page and goes directly to the ticket selection screen. Click here for more info.
- The autoresponder that notifies individual fundraisers that someone has made a donation to their page now includes the donor’s name and no credit card information.
PASSING PARAMETERS (Advanced User Feature)
- Any Engage form fields can be pre-populated with data from an external link.
- Custom fields and activity custom fields can have customized names.
- Using parameters, CMs can preset donation amounts and recurring options on fundraising forms.
- We have introduced a universal "Salsa Tracking Code" that can be set with sl_tc= and analyzed for page views and conversions. The tracking code also appears in the query builder and export files.
- Any data collected on an Engage form can be passed out to a redirect URL to be consumed by an external website or application.
- CMs can add hidden form fields to their Engage forms that can store URL parameter values.
Click here for more info.
Campaign Managers can query activity custom field data submitted within a specific date range. Click here for more info.
Various performance enhancements and bug fixes.
Click to Call actions enable Salsa Engage campaign managers to connect grassroots supporters to their specific legislators via telephone, while providing them with scripts and talking points relevant to their organization’s agenda, and to record data to identify and interact with their most passionate supporters. The Click To Call User Interface has two parts:
Set-Up Click To Call Caller IDs - enables the user to create the caller ID number that will be displayed on supporters’ phones when they receive the call from the system to initiate the click to call sequence.
Click To Call in Targeted Actions - enables campaign managers to select a caller ID for the action, define a call budget (calling isn’t free), create budget cap alerts, create fall-back messages, and create outgoing messages that supporters will hear when they get the C2C call-back.
Check Salsa's improved P2P template. We've reviewed hundreds of events and pulled together some of the more popular layout elements so that you can more easily drop in content to create a great P2P event. Or, you can use our syndicated content if you want to start with a completely finished event and simply edit the elements you want to change. Click here for info about syndicated content.
The Web Version toggle on the Create Your Email tab enables you to automatically publish a web version of the email, hosted by Salsa Labs, that supporters can see by clicking a link in the email. This is useful if you have images or other elements in your email that may be blocked by email clients. Click here for help.
The new Social Audience tab enables you to push supporters in Salsa Engage to Facebook as a Custom Audience for ad targeting. To use this feature, Engage will first have to be connected to a Facebook Ad account. Click here for help.
NEW SUPPORT FOR ACTIVITY CUSTOM FIELDS
Salsa CRM integrated customers can add activity custom fields to their Engage forms to collect data associated with a specific activity. Unlike supporter custom fields, this data won't be overwritten when a supporter fills out a different form or the same form multiple times. You can query on activity custom fields to use them to create email audiences and export the results in the CSV export of the respective activity. Note: Activity custom fields do not currently feed into the CRM database. Use standard fields or supporter custom fields to collect data that should be stored in the CRM. Click here for info about adding custom fields.
You can now include a BCC email address that supporters will not see. Click here for more info.
The new Social Share element enables supporters to share activities and emails on social. (For Email, the following are shared: title, description, and image options.) The new Social Follow element enables users to include a social “follow” message in their Activities and Emails. Click here for more info.
P2P Has been enhanced as follows: 1) Enables you to change team captain assignments. 2) Provides the option on mobile to view and message team members. 3) Enables you to generate a printable deposit slip for offline donations. Click here for more info.
The "Messaging" activity tab has been renamed "Email".
A new "Social" tab sidebar option has been added and the following is new: 1) Social Posts have moved to the Social tab. 2) Social Accounts have moved from Organization Settings to the Accounts subsection on the Social tab. 3) There is a new Ads tab option that enables you to see and process supporters who have submitted Facebook lead ads. Click here for more info.
Third Party Tracking has been added for Google and Facebook - This enables you to tack their activities performance in Google Analytics and Facebook Pixel. Click here for more info.
You can now automatically create a Salsa hosted web version of your email blasts for users who have trouble seeing html emails in their browsers. Click here for more info.
DMARC/SPF validation has been added - This prompts you to ensure that emails sent from a vanity email address in Engage aren’t interpreted as spam by email browsers. Click here for more info.
With this release, you can...
Take donations from supporters with international addresses.
Code your own HTML Email Blast.
Enter and track off-line gifts in the Peer-to-Peer workflow.
Use a shortened registration workflow for events with only a single Fundraiser level.
Track progress graphically with newly improved progress thermometers and the new Event Thermometer.
Remove tax deduction information, as needed, from autoresponders.
Track Email Blasts more effectively using improved statistics.
Get a better understanding of the Peer-to-Peer workflow with revised and expanded documentation: See Peer-to-Peer (P2P) Events.
Take a tour of the Visual Editor using our new walkthrough feature. Click the Help icon at the top of the window, and go to Tutorials.