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Trailhead

Engage Constituents with Nonprofit Cloud

Salesforce via Trailhead

Overview

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Develop and maintain impactful relationships with your clients and supporters.
  • Discover how to build and grow relationships with donors, supporters, and those you serve.
  • Manage all of your constituent engagement efforts with campaigns.
  • Create tasks and group constituents automatically with engagement plans and levels.
  • Learn what Pardot is and how it can help you market to other businesses.
  • Automate checks on your contact data with helpful tools.
  • Learn how your nonprofit can get more value, faster from Salesforce Marketing Cloud.
  • Explore our powerful suite of products and start building your digital marketing strategy.
  • Explore how artificial intelligence can boost your organization’s fundraising.

Syllabus

  • Stakeholder Engagement with Nonprofit Success Pack: Quick Look
    • Build Long-Term Relationships with Nonprofit Success Pack
  • Campaign Basics
    • Meet Salesforce Campaigns
    • Organize Campaigns
    • Identify Campaign Members
    • Report on Your Campaigns
  • Stakeholder Email Communication with Nonprofit Success Pack
    • Learn NPSP Email Basics
    • Send Email to Individuals
    • Send Email to Groups
    • Add Advanced Email Tools
  • Engagement Plans and Levels in Nonprofit Success Pack
    • Create and Manage Engagement Plans
    • Create and Combine Levels with Engagement Plans
    • Add Engagement Scores and Automation
  • Marketing Cloud Engagement for Industries: Quick Look
    • Meet Marketing Cloud Engagement for Industries
  • Marketing Cloud Engagement Basics
    • Create Personalized Customer Connections with Marketing Cloud Engagement
    • Automate Customer Interactions with Marketing Cloud Engagement
    • Define Your Digital Marketing Strategy with Marketing Cloud Engagement
  • Salesforce.org Insights Platform Data Integrity: Quick Look
    • Meet Insights Platform Data Integrity

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