Salsa Engage Help Documentation
The best way to learn Salsa software is to... <ol> <li>Complete <a href="https://salsalabs.skilljar.com/">Salsa Scholars training </a> for the subjects you are interested in.</li> <li>Use this knowledgebase and in-application walkthroughs (referring back to Scholars as needed).</li> <li>Experiment with the applications, using Scholars and the Knowledgebase as guides.</li> </ol> If you can't find what you need here, contact our Salsa Customer Support team using in-software support under the Help menu or via email (<a href="mailto:support@salsalabs.com">support@salsalabs.com</a>) Monday through Friday, 8 AM to 8 PM Eastern. We are closed during certain US holidays. Check out our rapid-response Twitter feed at <a href="https://twitter.com/salsalabsops" _target="blank">@salsalabsops</a>.
New & Improved, Announcements, and More!
Getting Started, Settings, and Support Hours
- Account Setup
- Dashboard Snapshot
- Manage Users
- Salsa Support Hours and Holidays
- Salsa CRM and Salsa Engage Integration
- Settings: Active Consent - General Data Protection Regulation (GDPR)
Activities Overview
- Activities Overview
- Discount Codes for Events and P2P
- Publish and Widgets
- Passing URL Parameters and Tracking Codes—for Advanced Users and Developers
- Performance Statistics for Activities
- FAQ: How Do I Add Double The Donation To My Activities?
Advocacy (Targeted Actions)
Assets
Email and Autoresponders
- Create and Send Email Blasts
- Email Series
- Autoresponders
- Protect Your Email Sender Reputation
- Make Sure Emails Get Delivered to Supporters
- FAQ: What Should I Do with Supporters Who Are Not Responding to My Emails?
Events
Fundraising
Insight and Queries
Peer-to-Peer Fundraising Events
- Peer-to-Peer (P2P) Event Creation
- P2P Fundraiser Portal (web-based)
- P2P Fundraiser Portal (Mobile Application)
- How Fundraisers Register for a Team (PDF Download)
- FAQ: What If I Have Multiple Event Locations?
- FAQ: How Do I Refund Donations In My Peer-to-Peer Event?
Petitions
Sign-Up Forms
Social
Supporters
- Introduction to Supporters
- Add a Single Supporter Record
- Edit an Existing Supporter Record
- Delete a Supporter Record
- Supporter Groups
- Create a Supporter Query
NEW: Text Messaging (SMS)
Transactions
Visual Editor
- Visual Editor for Activities and Messages
- Customize Form and Email Elements
- Visual Editor Font and Element Options
- New Activity or Email: Make Your Selection
- New Activity or Email: The Basics
- New Activity or Email: Compose
API: Engage Integration
- Getting Started
- General Use
- Engage API: Email Results
- Engage API: Merge Supporter Records
- Engage API: Activity Data
- Engage API: Segment Data
API: Web Developer
- General Information
- Web Developer API Overview
- Activity Form List
- Activity Form Metadata
- Activity Form Summary
- Activity Form Summary - Attendees
Salesforce Integration
- Salesforce Integration Quick Tour
- Setting Up The Integration
- List of Data Objects That Sync
- Field Mapping Options
- Custom Fields and Custom Objects In Your Salesforce Layouts
- Syncing Supporters and Contacts