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Session 1
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- Searching Effectively
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- Custom Data & Profiles
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- System Administration
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- Personal Campaign Pages
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- Prospect Research
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Session 2
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- Managing Duplicate Records
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- Price Sets
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- Activities & Cases
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- Reports
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- Matching Gifts & Data Mining
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Session 3
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- Organizing & Categorizing Your Contacts
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Includes thinking about contacts before Civi, types, subtypes, groups, smart groups, tags, relationships
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- Managing Events
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- Running an Annual Appeal
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Includes mail templates, creating PDF, entering gifts, entering batch gifts, creating gift acknowledgement
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- Accounting Integration
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- Effective Email Campaigns
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Includes managing mail lists, mosaico, mail reports |