Are automatically loaded in SF, you don't need to do that

STEP 1: Pull a report from Facebook (it pulls for both platforms)

• In Facebook:

  • • Click Settings at the top of your nonprofit's Page.

    • Select Donations on the left side of the Page.

    • Click Get Donation Reports.

    • Select Payout Report or Transaction Report (reports download as . csv files).

    • Choose time frame for report.

    • Click Download.

    • Enter your email address

• Get into your email and download the report

• Save the report to the appropriate fundraiser's folder within the fundraising folder on Drive

• You only need the following columns: "donation amount", "first name", "last name", and "email address" (although many will not have an email)

STEP 2: Enter them into Salesforce

See News Revenue Hub instructions for most up-to-date and accurate workflow.

• Start on the contact page of the donor. If the contact already exists in Salesforce, find it by searching for the name in the global search bar.

• If the contact doesn’t exist, you’ll need to create it. However if you also want the donor to be added to Mailchimp you should first use Mailchimp to subscribe the donor, and this will result in the contact being automatically created in Salesforce for you. In will happen within a few minutes of the donor being subscribed in Mailchimp.

  • 1. To create a New Contact in Salesforce:

       1. First click on the Contacts tab

       2. Then click the New button.

       3. Fill out the information you have about the contact, but leave the account name blank. Salesforce will handle this for you. Once you’re done, click Save.

• Now you’re ready to enter a check. Click on the Check entry button.

  • 1. Note: If you don’t see this check entry button on your contact page, please email support@fundjournalism.org and let us know.

    2. Also note: This page is all about entering donations. If you want to enter other types of revenue — for instance, grants — check out our training documents on that topic.

  • Next, update and fill out the fields as necessary.

    1. The stage for a check you’ve received should be Closed Won

    2. The Amount should be the amount of the check

    3. When you’re done, click Save, and you’re all set!

    4. If you want to issue an email receipt to the donor follow instructions here: Resend a receipt

A few notes on fields:

Close date

This is the most important date about the check, and it is required.

• Some organizations use the date the check was received; others use the date it was deposited; others use the date written on the check. Any of those are fine, but pick one because it will determine your donor’s expiration date, among other things!

• If you’d like other fields on this form, just let us know.

Other sources of revenue

If you need to manually enter donations from Facebook, GiveGab, or some other source and you don’t see an option on the screen after you’ve clicked enter check, just send a request to support@fundjournalism.org and we’ll update it for you.

Here are our instructions for adding donations that come in via check.

Our Salesforce team added a new Opportunity type to your SF account: “Earned Income.” So, when a New Opportunity is created from a Contact, the Record Type can now be Earned Income/Donation/In-Kind Donation/Matching Donation/Grant. Opportunities filed as “earned income” entries (including any that you import from Paypal) will not be included in membership calculations.

If they want to import these via Paypal make sure this information that Opportunity Record Type should be “Earned Income' is given to Daniel or whoever imports it.

Here’s some info about our Eventrbite connector. There are instructions at the bottom for initiating the setup, which requires you to grant us access to your EB account. Once you’ve done that, you’ll create another ticket here, and I’ll send it to our tech team to install the connector. Hope that helps, and let me know if you have any questions!

The connector will synchronize Eventbrite events, attendees and ticket sales/donations with Salesforce.

Features

• A Salesforce Campaign will be created for every Eventbrite event

  • The Campaign Name will be the Eventbrite Event Name.

  • The Campaign Start Date will be the date of the event in Eventbrite.

  • The Campaign status will be set based on the Event (draft → Planned, live → In Progress, started → In Progress, ended → Completed, canceled → Aborted)

• A Salesforce Opportunity will be created for every ticket or donation purchased through Eventbrite

  • The Opportunity amount will be the gross amount. The Net Amount field will reflect the amount received after fees are deducted.

  • The Opportunity will show as refunded if the ticket/donation is refunded in Eventbrite

  • Eventbrite donations will be set as Opportunity Record Type “Donation” and tickets will be set to record type “Event Ticket”. This is configurable if different record types are desired.

• A Salesforce Campaign Member will be created for every Eventbrite registrant

  • The status will be updated if/when a member checks in to an event

• Hub staff can create reports for events and attendees, if that’s needed. These are campaign report, campaign with contacts reports, or contact and accounts reports with cross filters for campaign history.

Caveats

• By default if someone orders more than 1 ticket to an event, Eventbrite won’t collect information for the additional attendees. So only the ticket orderer will show up as a Campaign member and the total number of Campaign members won’t match (will underrepresent) the total number of attendees.

• Similarly, since there will only be one attendee: if some of those ticket holders check in and others don’t then the campaign member may or may not show as checked-in based on whatever notification we received most recently for that set of attendees.

• In addition, often when one person gets multiple tickets their email will be associated with several different people’s names. We can’t tell which is which. So if the contact doesn’t already exist (by email) we create it with the name associated with the first record we get. And then we don’t change it after that.

• Salesforce campaigns allow a contact to be added only once to the campaign.

• The Eventbrite connector does not currently handle multiple properties.

• The Eventbrite connector does not currently send Slack notifications for donations.

Setup and configuration

To get started open a ticket by sending an email to support@fundjournalism.org. As part of that ticket we’ll ask you to follow this procedure to give us access to your Eventbrite account:

• Visit https://www.eventbrite.com/organizations/permissions/roles to create a new role

• Name it “News Revenue Hub”

• Under “Orders and Attendees” select “View event guest list”, “View list of attendees”, “Manage orders, refunds, transfers and attendees”

• Under “Organization” select “Create Webhooks”

• Click “Create”

• Visit https://www.eventbrite.com/organizations/permissions/members

• Click “Invite Users”

• Enter my email (daniel@fundjournalism.org)

• Select the new role we just created “News Revenue Hub”

• Click “Add”

In addition, we can import past events/attendees if requested.

We will have to cancel the membership / recurring donation and we do so via the News Revenue Hub

Send all of the requests to close donations to support@fundjournalism.org

even though it is simple, we’re happy to do it for clients to make sure nothing goes awry (especially in cases like this one where the donor has a lot going on.

Let the donor know it's been canceled and let them know they re-up by visiting our checkout page as if signing up anew.

Log into Salesforce and open this report

You can have 2+ levels of campaigns that help us track where donations came from - the "source"

So, for example, we have "year-round fundraising" "NewsMatch 2021", etc. as the main fundraisers and then additional campaigns nested under those, i.e. "Twitter", "NewsMatch email"

You can add a campaign by going to that tab and clicking "+add new campaign"

The way you can nest one campaign under another is to enter the parent campaign in the "parent campaign" field.

Campaigns we have:

• Year-Round Fundraising

• NewsMatch 19/20/21/etc.

• Summer Fundraiser 21/22/etc.

• Website Donation CTAs

We have roughly the same sub campaigns for each of the campaigns:

• Donate Button

• Story Ask

• Eventbrite

• Email (Editorial)

• Email (Marketing)

• Twitter (Editorial)

• Twitter (Marketing)

• Facebook (Editorial)

• Facebook (Marketing)

• instagram (Editorial)

• instagram (Marketing)

• Linktree

• We also may have specific events appear on this list (any event we make $ off of)

• We can also have links for specific team members to track kind of like referral links

How to: https://news-revenue-hub.atlassian.net/servicedesk/customer/portal/4/article/1420918799

Go into Salesforce

Create a campaign

In the URL`

How to: https://news-revenue-hub.atlassian.net/servicedesk/customer/portal/4/article/1420918799

Links involve https://checkout.fundjournalism.org/memberform?org_id=matternews&campaign= + the campaign ID

EDITORIAL:

• Stories on site

• Email editorial

• Editorial Facebook

• Editorial Instagram

• Editorial Twitter

MARKETING:

• Email marketing

• Marketing Facebook

• Marketing Instagram

• Marketing Twitter

• Eventbrite

TEAM MEMBER PERSONAL ASKS:

• Cassie

• Phil