September 2012 Tips and Tricks

  1. Add Social Sharing to your Forms
  2. New Training: Cleaning Up Your Database
  3. Recorded Training: User Security
  4. Not Using DonorSnap Yet?

Add Social Sharing to your Forms

If you’re like many of the organizations using DonorSnap, you have already tried using the new online forms to increase donations, keep your contact lists up to date, collect registrations and so much more. Now that you have had a chance to see how integrated online forms work, let's give your visitors the option to share them with their friends! With the right tools, you can quickly and easily add trackable social sharing to your forms.

There are several different ways to nudge your visitors to talk about your organization using social media. Follow the guide below to choose which method will work best for your situation.

1. The Plain Text Hyperlink

The most basic way is to write a note to tell them "Like us on Facebook" and give them a plain old hyperlink to your organization's page. This works, yes, but it's not as pretty as you may like it, and it doesn't make it as easy as it could be for the visitor to share.

Example:
Like DonorSnap on Facebook!
www.facebook.com/donorsnap 

2. Add a Like Button

Another way to add sharing to your form is to use developer tools to generate the code that you paste into your form html. Here are a couple resources that will help you out. One thing to note is that you cannot insert JavaScript into your forms. So if you see any <script> tags, it won't work in your forms. Instead try the options that use <iframe> tags. 

Facebook: https://developers.facebook.com/docs/reference/plugins/like/

  1. Go to the "Step 1" part and fill out the form. 
  2. Uncheck the "Send Button" option. You can customize the other settings as you’d like.
  3. Click Get Code and then choose the iFrame tab.
  4. Copy the code.
  5. Go to your form text box and click the html option at the bottom of it.
  6. Paste your code in the box, save, and you are all finished

Example:

Twitter's developer tool is not for the average user and requires some knowledge of html. If this doesn’t scare you away, follow the guide here: https://dev.twitter.com/docs/tweet-button#using-an-iframe

3. Use a Social Sharing Platform – Easiest Option!

The easiest way by far is to use a social sharing platform such as AddThis or ShareThis. Each of these systems are designed to make it easy to customize and easy to add to your form. In addition, they give you the ability to track your shares and the results of those shares if you create a free account.

AddThis: https://www.addthis.com/get/sharing

  1. Click the Email Newsletter option
  2. Add the URL of your form page
  3. Select your style of sharing buttons
  4. Copy the code generated on the right. (If you want to remove any of the buttons, just delete the line associated with that button. For example to delete the third button, delete the third line that starts with “<a href=”)
  5. Go to your DonorSnap form text box and click the html option at the bottom
  6. Paste your code in the box, save, and you are all finished

Example:
Facebook Twitter More...

Free Training:
Cleaning Up Your Database

October 11th, 2012 at 9am Pacific/11am Central/12pm Eastern

What you will learn in this webinar:

  1. Deleting and inactivating contact records
  2. Duplicates reports
  3. Merging contact records
  4. Making mass changes to contact records using Excel Import

Space is limited to Register Now.

Missed the Last Training?
Watch the Recorded User SecurityTraining

Here's what we covered in this webinar:

  1. Set custom security settings for new/existing users
  2. Create custom screens and grids for users
  3. Delegate tasks efficiently using user accounts
  4. Use Organization Contacts to segment your database for specific users
  5. Run reports based on Organization Contacts

Watch the training webinar now: User Security

Not Using DonorSnap Yet?

Sign up for one of our free webinar demonstrations to see the software in action.
Ready to be set up with your own database? Sign up for your risk free trial!