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Generating Year-End Donation Letters For NPSP Households

Jan 13, 2021, 8:00 – 9:30 PM (UTC)

Salesforce Nonprofit User Group, San Francisco, United States

Learn how a Bay Area nonprofit, A Meal With Dignity (AMWD), utilizes iDialogue and Salesforce NPSP to generate pixel perfect year-end donation acknowledgements and receipts, reducing this task from days to hours, while combining it with a creative year-end fund-raising campaign strategy.

About this event

Come join iDialogue and A Meal With Dignity (AMWD) for a live iDialogue demo for Salesforce™ NPSP customers.

Do you know that:

  • You can significantly reduce time on year-end administrative tasks from days to hours?
  • Up to 30% of donors will donate while reviewing donation letters and acknowledgments?
  • Up to 10% of those donors will opt-in for recurring donations?

You will learn how to:

  • Download or create your own document templates.
  • Generate acknowledgments and receipts by merging the templates with Salesforce™ records.
  • Generate thousands of documents all at once with ease using the batch engine for NPSP.
  • Print or deliver documents using batch emails or iDialogue secure donor portal.
  • Utilize Salesforce-Stripe payment integration to combine year-end letters with a donor campaign to create amazing results.

For more information, please visit us at:
www.getpacificapps.com
www.getpacificapps.com/npsp.html

We look forward to seeing you! 

Speaker

  • Susi Leach

    A Meal With Dignity

    Volunteer System Administrator

When

When

Wednesday, January 13, 2021
8:00 PM – 9:30 PM (UTC)

Agenda

8:00 PMIntros and Announcements
8:10 PMMain Content
8:40 PMQ+A
9:00 PMHang Back and (Virtually) Network!

Group Leaders

  • Gordon Lee

    Common Sense Media

    Director, Salesforce Solution Architect

  • Jessica Kwok

    Independent Salesforce Consultant

    Leader

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