This ain’t your first rodeo, and, no doubt, that it is not your first event either. You know the ropes, but there are still key steps that are being delayed or are forgotten altogether. The event management piece of our custom Salesforce solutions for nonprofits ensure that you never miss a beat again.
Send invitation emails through Salesforce so that every contact record reflects that that individual was indeed invited. Keep eyes on responses, the many yeses and the few nos, so that you can follow up appropriately with automated event reminders or tickets sent to their email inboxes.
For many contacts in your system, the invitation will look differently. For these select businesses and companies, you will send a sponsorship package. You can then monitor the different levels of sponsorship that are confirmed by these partner businesses, and continue to plan your event accordingly. These supplements give your event the extra support it needs to really achieve new levels of success.
As you continue monitoring individual and sponsorship invitation responses, you can rest easy that email reminders and important notifications are performing as expected within the Salesforce framework. Direct your attention to the many deadlines and milestones of event planning. For annual events that have the same general to do list from year to year, use Salesforce to overlay these to do list tasks in your event record. Be able to check off and date when tasks are completed and auto generate reminders as needed for upcoming deadlines.
As you plan for the event and after all is said and done, utilize Salesforce to track donations pouring in to support your good work. Supply updates to your team and board of how much of the fundraising goal has been met leading up to the event through simple reporting. Then, for the weeks following the event, know that your goal can still be met or even exceeded as you follow up with attendees.
Ready to shape up your event management process? Give us a call at 615-624-4176!
Marianna Woodruff is Director of Brand Awareness at DonorLynk, LLC. DonorLynk aims to provide nonprofits with tailored solutions that work for you, not against you.