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PLEDGE AGREEMENT CHECKLIST

Completing a sale in salesforce & pac

1. Create PAC and Salesforce Profiles*
2. Confirm and Add Donations and Tickets to PAC                   
   1. Send cancellation notices if tickets are being switched or upgraded
3. Ensure you are the account owner on PAC and Salesforce 
4. Close appropriate opportunities on Salesforce
   1. Add appropriate products and price books
   2. Ensure Primary Campaign Source is Listed
   3. Add Lead Source
5. For Capital Gifts- complete the pledge agreement checklist and send to Annie B.
6. Send Thank You Note to Donor 
7. 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

​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. 

1. Click your profile avatar at the top right of the screen and select Settings
2. 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. 
   
3. 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?
 

• Mainline will need to use a separate template name because of the <<AgentName>> field