Completing a sale in salesforce & pac
- Create PAC and Salesforce Profiles*
- Confirm and Add Donations and Tickets to PAC
- Send cancellation notices if tickets are being switched or upgraded
- Ensure you are the account owner on PAC and Salesforce
- Close appropriate opportunities on Salesforce
- Add appropriate products and price books
- Ensure Primary Campaign Source is Listed
- Add Lead Source
- For Capital Gifts- complete the pledge agreement checklist and send to Annie B.
- Send Thank You Note to Donor
- Send Gong Notice
BUILDING A TEMPLATE IN SALESFORCE
Salesforce Email Template: “2021 Renewal Email Template”
https://na75.lightning.force.com/lightning/r/EmailTemplate/00X1K000001k6KkUAI/view?queryScope=userFolder
https://na75.lightning.force.com/lightning/r/EmailTemplate/00X1K000001k6KkUAI/view?queryScope=userFolder
Click “Clone” in the top right corner of the screen to create your own version. Would recommend adding your email signature and/or contact information below the closing of the email.
Adding Email Signature
Also, make sure that you have a signature uploaded to Salesforce. The template is built to auto fill your signature in.
Adding Email Signature
Also, make sure that you have a signature uploaded to Salesforce. The template is built to auto fill your signature in.
- Click your profile avatar at the top right of the screen and select Settings
- Select Email on the left menu and then My Email Settings.
Edit the signature as you would like it in the middle box. You cannot add an image. - Click Save.
Replybuy message
Download the Google Chrome Extension:
https://chrome.google.com/webstore/detail/replybuy-messenger-chrome/egmflinpbdaeedghbmbmicdndinlekpo
ReplyBuy texting available after login on Salesforce. (Green Logo next to Phone Numbers)
ReplyBuy Templates: “2021 Renewal”
Hi this is {AgentName} with the Sooner Club! Just wanted to check in with you on your renewal for the 2021 season. Do you plan to join us for the 2021 season?
https://chrome.google.com/webstore/detail/replybuy-messenger-chrome/egmflinpbdaeedghbmbmicdndinlekpo
ReplyBuy texting available after login on Salesforce. (Green Logo next to Phone Numbers)
ReplyBuy Templates: “2021 Renewal”
Hi this is {AgentName} with the Sooner Club! Just wanted to check in with you on your renewal for the 2021 season. Do you plan to join us for the 2021 season?
- Mainline will need to use a separate template name because of the <<AgentName>> field