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Ready, Set, Report: Combining Lists Like a Pro: https://help.pm.leapevent.tech/a/1585954
Need a single mailing list from PatronManager that combines donors and subscribers, or ticket buyers and members? Join our special guests, Client Community superstars Caroline Renard and Reid Hamilton, for a set of tips and tricks to prepare segmented lists using a variety of criteria - without resorting to Excel!
As you start to plan for fall marketing and end-of-year appeals, now is the time to brush up on your reporting skills. You'll learn how to pull your data into targeted lists, then combine and dedupe those lists quickly and easily in PatronManager. No more late-night spreadsheet struggles to get a mailing out on time - see how to gather all the names you need in one exported report!
This webinar is geared toward marketing and development users with experience running basic reports.
We recommend setting the video quality to 720p (click on the gear at the lower-right of the embedded video) and watching the video in full-screen mode, if possible.
Additional resources
- All About Campaigns
- How to Add Contacts to a Campaign
- How to Use Campaigns to Group Contacts Together
- How to Build Tricky Reports with Cross Filters
- Webinar: Reports 101: Building a Foundation
- Webinar: Reports 102: Customizing for your Needs
- All About CRM Snapshots
- How to Use a CRM Snapshot as a Cross Filter
- All About the Client Community