On-Demand Webinars: Featured
9 Articles
- All About the 2024 PM Community Meeting - February 2024
- Webinar: Introducing Leap Merchant Services - September 2023
- Webinar: Awesome Admin: Get Ready for Salesforce's February Release - January 2023
- Webinar: Multi-Factor Authentication and You - December 2021
- Building Your Emergency Business Contingency Plan - December 2021
- Webinar: TRG Arts & Purple Seven - COVID-19 Sector Benchmark - May 2021
- Webinar: New Tools in the Community; Time to Join! - April 2021
- Webinar: Subscriptions During COVID - November 2020
- Webinar: Learning Resources to Level Up Your Skills - May 2020
On-Demand Webinars: PatronManager Admin
23 Articles
- Webinar: Introduction to PatronManager
- Webinar: Customization: Making PatronManager Work for You
- Webinar: So You Want to Be An Admin - May 2020
- Webinar: Awesome Admin: Salesforce Profiles - October 2023
- Webinar: Introducing Leap Merchant Services - September 2023
- Webinar: Best Practices: Using Badges to Recognize Your Patrons - May 2023
- Webinar: Best Practices: Data Management in the New Year - January 2023
- Webinar: Awesome Admin: Report Types - September 2022
- Webinar: Awesome Admin: Displaying More Detailed Data - July 2022
- Webinar: Awesome Admin: History Tracking - June 2022
On-Demand Webinars: Reporting
15 Articles
- Webinar: Reports 101: Building a Foundation
- Webinar: Reports 102: Customizing for your Needs
- Webinar: Reports 103: Mystery to Mastery
- Webinar: Ready, Set, Report: End-of-Year Reporting Tips
- Webinar: Awesome Admin: Using Time Values in Reports - June 2023
- Webinar: Ready, Set, Report: Supercharge Your Box Office Dashboard - November 2022
- Webinar: Ready, Set, Report: Supercharge Your Fundraising Dashboard - October 2022
- Webinar: Feature Focus: CRM Snapshots - August 2022
- Webinar: Ready, Set, Report: Combining Lists Like a Pro - July 2022
- Webinar: Ready, Set, Report: Building a Five-Minute Donor List for Your Program - May 2022
On-Demand Webinars: Box Office
19 Articles
- Box Office Transactions
- Webinar: All About Subscriptions
- Subscription Renewals in PatronManager
- Webinar: Feature Focus: The Ticket Design Tool - March 2024
- Webinar: Feature Focus: Mobile Tickets - January 2024
- Webinar: Feature Focus: Integrated Dynamic Pricing with Vatic - March 2023
- Webinar: Feature Focus: Pick Your Own Seat Subscriptions - February 2023
- Webinar: Ready, Set, Report: Supercharge Your Box Office Dashboard - November 2022
- Webinar: PatronManager Box Office: What's New and What's Next - October 2022
- Webinar: Best Practices: Subscription Packages - March 2022
On-Demand Webinars: Development
20 Articles
- Fundraising Transactions
- Campaigns in PatronManager (with Video Tutorial)
- Using PatronManager to Surprise and Delight Your VIPs
- Webinar: The Perfect Pair: Amplify the Impact of Recurring Donations with Matching Gifts - April 2024
- Best Practices: Build Sustainable Fundraising with Matching Gifts, Automation, and More - October 2023
- Best Practices: Curate Your Ideal Prospect List with WealthEngine - July 2023
- Webinar: Best Practices: Running Your Gala in PatronManager - June 2023
- Webinar: Best Practices: Incorporating Matching Gifts into the Patron Journey - March 2023
- Webinar: Best Practices: How to Run Your Year-End Appeal - December 2022
- Webinar: Ready, Set, Report: Supercharge Your Fundraising Dashboard - October 2022
On-Demand Webinars: Integrations & Apps
9 Articles
- Webinar: Supercharge Your Class Registrations with CourseStorm - August 2023
- Best Practices: Curate Your Ideal Prospect List with WealthEngine - July 2023
- Webinar: Raise More in Matching Gifts with 360MatchPro by Double the Donation and PatronManager!
- Webinar: CourseStorm+PatronManager: Class Registration Case Study - October 2020
- Webinar: Grow Your Gift Card Program: PatronManager and STS - May 2020
- Recommended Apps: Winter 2020 Edition - January 2020
- Improve Patron Relationships with the Power of Mogli SMS - June 2019
- Introduction to Volunteers for Salesforce
- Setting up Volunteers for Salesforce