On every dashboard report, you can filter to show results by year, fund, campaign, appeal, donor type, and group.
Schedule reports to be emailed to you on a recurring basis. Save your favorite reports and print dashboards to PDF for presentations.
All online and offline donation data is captured in the performance dashboard so you can accurately monitor over time.
See how your donors break down by giving level. Click into the graphs to drill down and find specific lists of donors in each category.
Which giving level is supporting your organization the most? Visualize that data here.
Discover your donors average lifetime value. Always view updated figures for total donations, total money raised, total number of donors, and average donation size.
Compare year-to-date revenue by month to previous years.
Compare year-to-date donors by month to previous years.
Compare growth in online v. offline donations year-over-year.
Compare contribution types including matching, recurring, pledge, and cash donations.
Track fundraising progress by specific funds such as your new building fund or annual fund.
Track fundraising progress by unique campaigns such as your capital campaign or peer to peer campaign.
Track fundraising progress by appeal such as annual giving letter appeal or emergency appeal.
The donor growth and retention dashboard shows how much revenue you received and retained and also identifies how much potential revenue you let slip. You can easily see new donors, returning, upgraded, downgraded, and lapsed all in one clear chart.
With a single click you can drill down into any segment to get actionable information. Want your team to focus on upgraded donors? They are just one click away. Export the list for phone follow up, or push it to Engage for online marketing campaigns.
Track the progress of collecting your outstanding pledges and work to improve your pledge collection rate.
Salsa CRM provides development and fundraising teams with 12 built-in or canned reports along with the flexibility of an easy to use query tool that can build custom reports and export to Excel for data manipulation.
Keep notes on every donor. Add notes from meetings, phone calls, conversations you had at events, or anything else. Then run reports on the notes text.Close
Understand and explore the relationships donors have with each other in the system. Manage household members and mark the heads of household.Close
My Salsa CRM stores all the custom fields your organization creates. You can create and report on unlimited custom fields.Close
Click to add constituents with major gift potential into your major donor cultivation workflows.Close
Have duplicate contact records? Click here to merge two records into one.Close
In your direct mail appeals or thank you notes, you can merge in total donation amounts or recent donation amounts for specific donors.Close
After merging a group with a direct mail letter, go through and add a personal touch to donors you know well!Close
Utilize the built-in word processor for year end summary receipts, appeals, or thank yous. Mail merge pre-built or custom groups with letters, envelopes, or labels.Close
Track major gift prospects through every stage of the process and keep your staff on track with custom workflows, priority settings, ownerships, and task reminders.
Track touches with major donors to ensure you're prioritizing the relationship and providing the information and recognition necessary to keep each benefactor happy.
Customize workflow to equip your team with the right collaboration and document sharing tools. Never miss a deadline in the grant writing and application process!
Use the Salsa CRM finance export tool to export donation data into a format that makes it easy to import into Quickbooks or other accounting software.
Prospect Research: Using information from 25 databases, DonorSearch uses proprietary algorithms to help clients find the best philanthropic prospects inside Salsa CRM.
Wealth Intelligence: Using data science and data vendor information, WealthEngine provides wealth intelligence data on donors in your Salsa CRM system.
Building your donation forms is incredibly easy with drag-and-drop functionality. Customize the suggested donation amounts and button styles. Offer recurring, one-time, and processing fee coverage options.
Create multi-step or single step forms. Customize the page structure and content elements and configure your form to capture any standard or custom field information.
Accept all credit card types, process echecks, and also handle “in memory of” or “in honor of” gifts. Process everything securely with AI-protected donation pages.
Donations made on branded donation pages built are on average 38% larger than contributions made through generic pages like Paypal! Easily design a theme that matches your brand.
Copy and paste donation form code into your website page or simply link your "Donate Now" button to an externally hosted form. Either way, you're in control!
Before publishing, preview how your fundraising form and confirmation pages will look on desktop, tablet, and mobile devices! Everything in Salsa Engage is pre-built to be mobile responsive.
Thanking donors is the first step to retaining them! Salsa Engage automatically generates a donation receipt and you can customize the autoresponder message.
For metrics on specific donation forms, you can see a breakdown of total donations by one-time v. recurring donors and donation amounts by first time v. recurring donors.
For each form, analyze traffic and conversions by source, and see which devices your supporters are using to visit your page and to donate.
Visualize total funds raised by donor type, donation type, and average donation amount on a monthly, quarterly, annually and overall basis.
See total donations year-over-year and a breakdown of average gift size. Track top performing fundraising forms by dollars raised and conversion rate.
Marine Toys for Tots Foundation uses a single step donation form with a pre-checked recurring donation option.
Save the Children Action Network created a multi-step fundraising form with strong imagery.
PKD Foundation has a single step donation form with an optional check box enabling donors to cover credit card processing fees.
Campaign for Tobacco Free Kids uses a multi-step fundraising form with a donate monthly option and a very prominent custom donation amount (other) field.
American Bird Conservancy offers higher suggested donation amounts than most, featuring a $500 and $1,000 donation.
Incredibly easy drag-and-drop functionality lets you customize the page structure, content elements, and styles to match your website's branding.
Salsa Engage sign up forms allow you to capture standard contact information and custom field information to build rich supporter profiles enabling segmentation.
Turning more web visitors into supporters starts with a seamless experience on every device. Preview your sign up form experience on tablets.
Like all content you'll create in Salsa Engage, this newsletter sign up form is pre-built mobile friendly.
Track your sign up form conversion rates with form specific analytics.
Uncover traffic sources to your form and see if any subscribers turned into new donors!
Segmenting your database into groups is essential to personalizing interactions you have with your supporters online.
Every organization has unique targeting strategies, so Salsa Engage gives you the ability to create custom dynamic groups.
Use the robust query tool to build smart groups that get populated dynamically based on supporter standard or custom fields or supporter behavior.
With 16 pre-built groups, it's easy to identify donors, advocates, subscribers, and others who should be cultivated with relevant content and personalized asks.
If you use both Salsa Engage and Salsa CRM, you can build groups of offline donors in CRM and push those groups to Engage for online engagement.
Add new supporters into Salsa Engage with the import tool.
Map fields on your spreadsheet to fields inside of Salsa Engage.
Before importing, choose how you want to handle duplicate records.
Use your query tool to build the group you need to export.
Run your export immediately or schedule it to run at a later date.
In the layout editor, you can customize the structure of the email with drag-and-drop images, callouts, buttons, or text boxes, and then design the look and feel of all those elements as well.
Before you send, be sure to preview the email on desktop, tablets, and mobile to make sure it looks exactly how you want it to when your supporters receive it!
Email series are multi-step, triggered workflows in response to supporters' interactions with your organization. Precisely trigger the right message, to the right person, at the right time!
Choose the enrollment and exit triggers for your email series such as signing a petition, surpassing a donation threshhold, donating on your #GivingTuesday form, etc...
Test multiple versions of an email with small segments, such as different subject lines, email content, links, or call to actions. Then, Salsa Engage automatically sends the winning version to the majority of the group.
Get metrics on specific newsletters or email appeals. See how your open, click, conversion and unsubscribe rates compare to industry averages, and see which devices your recipients use to engage with your emails.
Connect your Facebook, Twitter, LinkedIn, Pinterest, and Tumblr accounts then write your post, add an image and link, and schedule your post to go publish at the perfect time!
The Facebook Ads integration lets you paste Facebook pixel tracking code onto your Engage forms/pages enabling Facebook to programmatically build a custom audience that you can advertise to.
Using Facebook, you can dramatically grow your list through an advertising tool called 'Lead Ads'. Easily sync Lead Ads forms built in Facebook with Engage through field mapping.
Build custom groups in Engage with the query tool and push those groups into Facebook to create a specific audience. Then, target ads to that audience and look-a-like Facebook users.
Your fundraising events start here. Kick things off by adding event details such as date and time.
Continue by adding event location and choosing how you'll assign and track event funds raised in Salsa CRM.
Configure your tickets including cost, attendees per ticket, and other event sign up parameters. Make optional purchases available for certain registrations levels.
Add in standard contact fields and custom questions to your event ticket sign up form.
Everything you configured in event and ticket setup shows up on your event landing pages. Here, participants can register, donate, and learn more information about the event.
Event participants can choose tickets and quantity.
On the event payment page, participants can pay for their tickets and optionally contribute an additional donation to your organization.
Upon completing their event registration, participants will be directed to a confirmation page where they can share the event on social. They'll also receive a summary email.
Inside of each individual event form, you can dive into the details and discover how web visitors are getting to your page and what type of tickets they are purchasing.
It’s easy to see how much money you’ve raised overall from ticket sales v. donations and you can also see how many new supporters have signed up through your registration forms.
Artemis Center's Mardi Gras event landing page contains event information and links to register, donate, and sponsor the event. Three ticket options are available.
North Shore Land Alliance uses a multi-step event sign up form to drive registrations for their 2018 Walks in the Woods. Registrants can sign up for multiple events.
Westchester Children's Association hosted a child advocacy learning event. This simple event form was used to drive issue awareness and the tickets were free.
Your peer to peer fundraising campaign starts with choosing your settings. Is this a DIY campaign or a run/walk/ride event? Will teams be involved or just individuals? What are the campaign fundraising goals?
Using the drag-and-drop content editor, build your peer to peer campaign page with ease! Add links to donate, register and include thermometers and leaderboards.
Individual fundraisers can customize their personal fundraising pages with text and images while using your organization's pre-set campaign theme.
Team pages can be customized by team captains. They contain progress to goal thermometers and individual fundraiser leaderboards to fuel the competition.
Using the FREE mobile app available on iTunes and Google Play, fundraisers can check their progress, receive donation notifications, ask for support, and thank donors.
Guide your individual fundraisers and teams from start to finish with automated coaching emails that help them overcome fear of fundraising and motivate them toward their fundraising goals.
For each peer to peer campaign, you can uncover insights into your top fundraisers and teams are. You can also gain insights into average gift size and average total raised based on if individuals are part of a team or not.
Peer to peer page level metrics reveal how many people are coming to your campaign event page and signing up to be a part of the campaign or registering for an event.
Peer to peer fundraising success starts here! Easily customizable campaign page is the hub of this March for Marrow 5K Run & Walk.
The main peer to peer campaign page highlights the top individual fundraisers and allows visitors to search and find team and individual pages.
The main peer to peer campaign page highlights the top fundraising teams.
Individuals can tell their story of why they are raising money for your cause.
Fundraising thermometer tracks team progress.
Fuel competition with team specific leaderboards.
You're investing in Salsa, and we're investing in you! The Salsa Scholars eLearning platform contains self-paced, instructor-led tutorials and activities that will help you master the basics and conquer the most advanced capabilities of Salsa Engage and Salsa CRM.
Smart Start Fundraising helps brand new users combine online engagement best practices with the functionality of the Salsa Engage platform. 1-on-1 coaching calls and instructor-led guidance will help you build your first newsletter, email appeal, and welcome series.
In-app tips and a rich knowledgebase empowers you to learn, troubleshoot and grow on your own. Plus, from 8AM to 8PM ET Monday through Friday, you'll have email and phone access to a support team obsessed with helping you succeed.