Use this link to share with your colleagues:
Best Practices: How to Run Your Year-End Appeal: https://help.pm.leapevent.tech/a/1636997
It's that time again! Join us for a complete overview of running your year-end appeal in PatronManager. We'll go over pulling your list and adding it to a Campaign, then we'll build a custom Donation Form that automatically tracks the resulting gifts back to the same Campaign for an at-a-glance view of your progress and ROI.
This webinar is geared toward fundraising users.
Recorded December 2022.
For the best viewing experience, set the video quality to 1080p (click on the gear at the lower-right of the video) and watch the video in full-screen mode.
Additional resources
- All About Campaigns
- How to Create a Campaign Hierarchy
- How to Enable Campaign Hierarchy Totals
- How to Add Donations to a Campaign
- How to Create a New Campaign for Fundraising
- If you currently can't create a new Campaign, here's how you can get that ability
- How to Add Contacts to a Campaign
- All About CRM Snapshots
- All About Roll-Up Fields (and Best Practices)
- How to Build Tricky Reports with Cross Filters
- Relative Date Filter Reference
- This full article talks about a specific use-case for reporting on Contacts from a Campaign, but these steps are what you'll need to pull a report on Contacts within a Campaign
- How to Create/Edit Donation Forms
- How to Add the 3% Offset Fee to Your Donation Forms
- Uploading and Using Images with the Documents Tab
- Library of Useful Pre-Loaded Reports
- All About the Client Community