hot salsa training webinar presentation

Post on 21-May-2015

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DESCRIPTION

Like doing custom work and playing with code? Learn how to create some of the most-requested custom reports, and get some tips on how to use the SalsaScript API to create some cool custom items.

TRANSCRIPT

Interactive Training – Hot Salsa

Jake PatoskiTraining and Online Learning Coordinator

webinar contents

- custom content items- sign-up pages- donation pages

- conditional content in emails- custom reports

- donors who gave >$50 and <$100 in 2010- total number of actions taken in a group in 2010- Number of opens and CTs in the past 6 months

getting started

Login to your own account (in order to use real data)

OR login here: https://hq-salsa.wiredforchange.com/salsa/hq/login.jsp

Email address: training@salsalabs.comPassword: salsatraining

CAVEAT

Salsa Support on the following features is LIMITED.

The Support staff may provide recommendations but generally cannot be expected to provide a complete resolution to custom solutions as covered in this webinar.

custom content items

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custom content items

Add any one-step Salsa pages here: Sign-ups, Donations, Petitions

custom content items – donation pages

Must create a donation page to serve as a template.This allows you to set the merchant gateway, among other important factors likeTracking codes, allowed values, and base user info.

custom content items – sign-up pages

Can create a sign-up page as a template, or create from scratch:<form method="POST" action="http://sample.nodeurl.tld/dia/processEditValues.jsp"> <input type="hidden" name="organization_KEY" value="YOUR+ORGANIZATION+KEY" /><input type="hidden" name="table" value="supporter" />Email Address: <input type="text" name="Email" /><input type="submit" value="Join Mailing List" /></form>

custom content items

Have to include all <form> code:

Configuring redirects and autoresponses in custom content:

<input type="hidden" value=”--" name="redirect" />

<input type="hidden" value=“--" name="email_trigger_KEYS" />

conditional content

Conditional content options:- Merge fields- Group membership- Donation history- Custom options

conditional content

conditional content – merge fields

conditional content – merge fields

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Put brackets around the API name, insert into email

conditional content – merge fields

conditional content – group membership

conditional content – group membership

To add an additional group membership clause, edit the Salsa Script by viewing the source, then add the highlighted section:<? var groupList=supporter.getObjects('groups'); var groups=new Object(); for each (g in groupList){groups[g.groups_KEY]=true;}

if (groups['42199']!=null){?>Dynamic content for Group A<?

} else if (groups[‘51815’]!=null) {     ?>Second group content<?

}else{?>All other groups.<?

}?>

conditional content – donation history

conditional content – custom options

Read more: http://salsacommons.org/o/8001/p/salsa/website/public2/commons/dev/docs/lang/embedsjs.sjs

State:<?var supporterInfo=supporter.getObjects("supporter");for each (s in supporterInfo) {  if (s.State=='VA') {     ?>Viginia state supporters ...<?  } else if (s.State=='DC') {     ?>DC residents should...<?  } else {     ?>we don't have state information for you please update your profile<?  }

}?>

Zip code:<?var supporterInfo=supporter.getObjects("supporter");for each (s in supporterInfo) {  if (s.Zip=='22003') {     ?>Viginia state supporters ...<?  } else if (s.Zip=='20009') {     ?>DC residents should...<?  } else {     ?>we don't have zip information for you please update your profile<?  }

}?>

Others?

custom reports

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1. donors who gave >$50 and <$100 in 2010

2. total number of actions taken in a group in 2010

3. Number of opens and CTs in the past 6 months

Contact Us:jake@salsalabs.comsupport@salsalabs.com

www.salsalabs.com

Next Steps:Videos:www.youtube.com/salsalabsinc

Documentation:SalsaCommons.org -> Learn sidebar

Next webinar:SalsaCommons.org -> Classes & Events

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