Use this link to share with your colleagues:
Ready, Set, Report: CRM Snapshots: https://help.pm.leapevent.tech/a/1942240
Whether you’re looking to reinspire lapsed donors, email frequent ticket buyers, renew your members, or engage with first-time show attendees, CRM Snapshots are an essential tool for streamlining your marketing and development communications.
This webinar dives into the helpful CRM Snapshots tool that can help you pull lists of patrons, donors, members, and more!
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 CRM Snapshots
- How to Pull a Program List for Donor Acknowledgment
- Ready, Set, Report: Building a Five-Minute Donor List for Your Program
- All About PatronPortal
- How to Exclude Certain Account Types from Rollups or CRM Snapshots
- Report Template Warning or No Reports Exist With Developer Name: How to Fix Your CRM Snapshot
- How to Add Custom Fields to a CRM Snapshot
- How to Use a CRM Snapshot as a Cross Filter
- How to Build Tricky Reports with Cross Filters
- Reports 102: Customizing for your Needs
- What to Do When Your Season Ends
- How to Use Event Categories
- All About Product Ideas
- All About the Client Community