How to Organize an Email Marketing Campaign in Asana

The project management tool your org needs to know.

Somebody get me an Asana mug, because I’m going through a phase.

For those who don’t know, Asana is an online project management tool. The free version (which I use for most of my work & blog projects) has great features for tracking tasks, deadlines and assignees.

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How to Organize Your Marketing Ops for a Successful Giving Tuesday

A checklist, for that one aspect of Giving Tuesday that doesn’t get discussed enough.

Hello! Consider this your friendly reminder that Giving Tuesday is only 7 weeks away.

Some orgs prep for this day months in advance. So if your org defied the odds of 2020 and already has a complete plan, I tip my hat to you.

Credit: Giphy

But if that’s not your org, don’t worry. That’s why we’re talking about this now. 

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How Can Nonprofit Data Admins Best Serve Their Orgs?

The coronavirus is hitting our sector hard. And as a Salesforce Admin, I’m thinking about what we data/tech peeps can do to best serve our orgs right now.

Everyone’s in rapid response mode right now.

Nonprofits are scrambling to keep their programs running. On a personal level, many of us are bracing for what’s to come with this pandemic. So it’s really no surprise that the org database is the last thing on anyone’s mind…except for us.

By “us”, I mean anyone who leads on data or systems thinking for a nonprofit: database coordinators, Salesforce admins, accidental admins, data managers, and the lot.

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11 Fantastic Resources to Help You Get A Handle on Pardot

If you’re new to Pardot or need to get up to speed on what the two of you can do together – here are 9 fantastic resources for getting started.

Okay gang! If your nonprofit has been using Pardot for a while, or just getting started, or maybe even considering it for your org….let’s talk resources.

Pardot (par-DOT) is an email platform by Salesforce geared towards B2B organizations. While that may not sound like your nonprofit, Pardot tends to be the more common Salesforce email platform among our sector.

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How to Build the Framework for a New Staff Process

A framework is the backbone for any request process. Here’s how to build one.

When you start getting overwhelmed by staff requests in your org, that’s a clue that it’s time for a new process.

A while ago, I shared tips on how to wrap your mind around creating a new process. We did some pre-work to understand the different types of requests we get, our requestors, and our own capacity.

But now it’s time to translate those notes into a living, breathing workflow. The first step? Coming up with a defining framework.

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How to Coordinate Your Nonprofit’s Next Big Email Campaign

A framework for getting all those moving pieces in order.

Okay gang! Who’s getting ready to send an email on behalf of their org?

CreditL Giphy

If there’s one project that unifies (or divides) departments most, it’s the email campaign. Volunteer managers, fundraisers, & program staff all have constituents to engage.

Even the ops staff don’t get a break here. They’re often the ones pulling those lists!

But whether this is your first campaign or your fiftieth, it doesn’t have to be chaos.  A good process never hurt nobody, and you’ll definitely need one to execute something this important.

There’s a method to this particular nonprofit madness. Let’s talk email.

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