[Donor Management System] Join our Live Training Webinars

Join our weekly live webinars on everything related to our Donor Management System.

You’ll be able to register for as many live webinars as you need. Can’t join at a particular time? Watch a recent recording for each webinar below.

–> Quick Tips before your Live Training Webinar


Getting Started

This session is an overview of how the DMS functions and its most common features.

Experience: Beginner
Duration: 45 minutes

When: Every Monday and Wednesday at 1 pm EST
Pre-requisites: None

🗓 Register Now (English)🎥 Watch Recording (English)

Agenda:

  1. Logging In & Home Tab
  2. Contacts
  3. Contributions
  4. Activities, Relationships & Tags
  5. Campaigns & Opportunities

Tax Receipting

From configuring your Tax Receipts to issuing, re-issuing and cancelling them, including thanking your donors.

Experience: Intermediate
Duration: 30 minutes

When: Every Thursday at 3 pm EST
Pre-requisites: Getting Started

🗓 Register Now (English)🎥 Watch Recording (English)

Agenda:

  1. Configuring your Tax Receipts
  2. Modifying your Tax Receipt Email & Thank-You Message
  3. Issuing, Re-Issuing & Cancelling Tax Receipts
  4. Issuing Yearly Tax Receipts
  5. Thanking your Donor
  6. Issuing Corrected Tax Receipts
  7. Learn more

Communicating with your Donors

Learn how to clean your duplicated contacts, create mailing lists and send emails & letters to your donors.

Experience: Intermediate
Duration: 45 minutes

When: Every other week on Tuesdays at 1 pm EST
Pre-requisites: Getting Started

🗓 Register Now (English)🎥 Watch Recording (English)

Agenda:

  1. Merging Duplicated Contacts
  2. Advanced Search
  3. Groups & Smart Groups
  4. Single Emails
  5. Letters
  6. Bulk Emails

Reporting

Learn how to create lists of contacts and pull standard & customizable reports.

Experience: Intermediate
Duration: 30 minutes

When: Every other week on Tuesdays at 1 pm EST
Pre-requisites: Getting Started

🗓 Register Now (English)🎥 Watch Recording (English)

Agenda:

  1. Advanced Search
  2. Groups & Smart Groups
  3. Reports

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