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Getting ready for Giving Tuesday, or just want a refresher on managing your fundraising efforts in PatronManager? This session is for you! Join us as we walk through how to utilize core PatronManager functionality like Campaigns, Donation Forms, and CRM Snapshots for all of your fundraising campaigns.
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.
Resources
- How to Add, Edit, and Retire Picklist (Drop-Down Menu) Values
- All About Campaigns
- How to Create a New Campaign for Fundraising
- How to Add Contacts to a Campaign
- How to Create a Campaign Hierarchy
- How to Enable Campaign Hierarchy Totals
- Reporting on Campaigns
- How to Create/Edit Donation Forms
- How to Qualify (with Video Tutorial)