PatronManager Help

Webinar: Ready, Set, Report: Combining Lists Like a Pro - July 2022

Updated on

Use this link to share with your colleagues:

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.  

Previous Article Webinar: Feature Focus: CRM Snapshots - August 2022
Next Article Webinar: Ready, Set, Report: Building a Five-Minute Donor List for Your Program - May 2022
Still Need Help? Continue to the Client Community