Tips, Opinions & Notes from our Team

Distilling our knowledge, experiences, and resources on a wide range of digital, technical, nonprofit, and advocacy topics.

Filtered Engagement Strategy

Equitable Data Collection: Data Stewardship and Analysis

by Kai Addae | December 4, 2024

This is the final installment of Percolator's Equitable Data Collection series. Join us as we discuss the ways to explore the data you've collected while maintaining privacy and security.

Best Practices, CRM, Engagement Strategy, Salesforce

Equitable Data Collection: Best Practices for Demographic Questions

by Kai Addae | November 19, 2024

This is part three of Percolator's Equitable Data Collection series. Join us as we take a deep dive into asking the tough questions.

Best Practices, CRM, Engagement Strategy, Salesforce

Equitable Data Collection: Designing for Your Audience

by Kai Addae | October 31, 2024

This is part two of Percolator's Equitable Data Collection series. Join us as we explore important considerations for accessibility, evolving language, and designing your survey.

Best Practices, CRM, Engagement Strategy, Salesforce

Equitable Data Collection: Basic Principles

by Kai Addae | October 9, 2024

This is part one of Percolator's Equitable Data Collection series. Join us as we explore the how and why of data collection.

Best Practices, CRM, Engagement Strategy, Salesforce

Data Collection - Do it Better!

by Karen Uffelman | October 8, 2024

Clients ask us all the time for guidance with their data gathering efforts, so we've put together a guide with best practices for accurate, equitable data collection.

Best Practices, CRM, Engagement Strategy, Salesforce

Top Tools to Track Legislative Data

by Jessica Townsend | July 31, 2024

Not all tools provide access to the three levels of legislative data. Take a look at what Jessica had to say about the considerations to make when picking the right tool for your CRM.

Advocacy, Best Practices, CRM, Engagement Strategy, Salesforce

Sacred Heart Community Service Coronavirus Response

by Kellen Johnson | May 15, 2020

Sacred Heart Community Service is one of the leading Silicon Valley Human Services Agencies in the fight against poverty.

CRM, Engagement Strategy, Percolator Love, Salesforce

Salesforce, Digital Advocacy Platforms, and Nonprofits, Oh My!

by Kellen Johnson | August 8, 2018

As a social change organization, making your supporters voices heard is an important part of what you do.

Advocacy, Engagement Strategy, Salesforce

Discovering Your Hidden Engagement Pyramid

by Barbara Christensen | June 11, 2018

This week, Barbara presented at The Digital Nonprofit conference in Vancouver, BC. She took the room on a journey into the wilds of creating an engagement strategy.

Advocacy, Best Practices, Engagement Strategy, Fundraising

Endorsers: Your Powerful Base

by Karen Uffelman | August 31, 2017

Your message resonated, they say they agree! On your engagement pyramid, they are level 2, Endorsers. Learn how convert them in our latest DIY engagement strategy installment.

Advocacy, CRM, Engagement Strategy, Fundraising

Followers: The Start of Something Big

by Barbara Christensen | May 23, 2017

When your observers stop watching your work from the sidelines and officially opt in to your movement, they become followers. Here's how to convert, measure, and engage them.

CRM, Engagement Strategy

Observers: Your Future Champions

by Karen Uffelman | March 19, 2017

Every single one of your supporters, from your petition signers to the chair of your board, started as an Observer, the bottom level of your engagement pyramid. Do you have a strategy to engage your Observers?

Engagement Strategy, StepUp