Has your Annual Campaign Officer requested a report providing each constituent’s total giving to this year’s Annual Campaign?
View this recorded session and discover how to create your own defined fields used to calculate and store site-specific information. Review the difference between a full and an advanced query. Learn to create advanced queries which also include comparison queries by using defined fields from various query cards.
Do you use giving levels to recognize your donors for their contributions?
Acknowledging the contributions of your family of donors is important in sustaining a lasting relationship with them. View this recorded session to discover how to define giving levels within Fundraising 50. Learn how to create detailed custom reports utilizing customized defined fields and giving levels. Explore how to create a custom export file using calculated amounts.
In this one-hour recorded course you will learn how to efficiently import basic constituent information into Fundraising 50.
Course Level: Basic
Prerequisites: None
Instructional Method: Self-Study (virtual trainer plus comprehensive training guide)
Recommended CPE Credits: Not Eligible for CPE
Access Period: One Year from Purchase
Estimated Time to Complete: One Hour
This self-study course covers how to create custom forms that add a personal touch to communications and reduce costs. Using a check as an example, you will learn all the tools available for customizing forms. These tools can be applied to invoices, customer statements, purchase orders and more.
By the end of the session, you will be able to:
The GiveSmart Fundraise Donation Form and Text-to-Donate class is designed to empower administrators with the knowledge and skill needed to successfully set up and maintain a fundraising campaign using a donation form and/or text-to-donate within GiveSmart Fundraise.
The required class will familiarize learners with core concepts of creating Campaigns, text-to-donate keywords, donation forms, and confirmation pages. The course also covers managing the mobile experience and fulfillment reminders.
The GiveSmart Fundraise Crowdfunding /Peer-to-Peer course is designed to empower administrators and users with the knowledge and skill needed to successfully set up and maintain a Crowdfunding/Peer-to-Peer campaign within GiveSmart Fundraise.
The self-study class will familiarize learners with core concepts of creating and maintaining Campaigns, including activities, keywords, and landing pages. The course also covers designing donation forms and confirmation pages.
Course Level: Basic
Recommended CPE Credits:Not Eligible for CPE
Reporting within GiveSmart Fundraise allows your organization to retrieve data about your supporters and their transactions. The GiveSmart Fundraise Reporting training course is designed to empower administrators and users with the knowledge and skill needed to successfully generate reports within GiveSmart Fundraise.
Course Level: Basic
GiveSmart Fundraise allows your organization to show dynamic thermometer screens at in-person events. The customizable screens allow you to promote text-to-donate or other ways to support your organization, celebrate progress toward your goal, and recognize donors. The GiveSmart Campaign and Fundraising Thermometers training course is designed to empower administrators and users with the knowledge and skill needed to successfully customize and
display thermometer screens at their in-person events.
Course Level: Basic
Get more out of GiveSmart Fundraise by utilizing text messaging as a donor engagement tool. Keep your supporters informed and guide your donors to higher levels of giving by creating a text-to-subscribe keyword, uploading your supporters, and scheduling custom outbound text messages. The GiveSmart Fundraise Donor Engagement with Text Messaging training course is designed to empower administrators and users with the knowledge and skill needed to successfully communicate with supporters via text messaging.
Course Level: Basic
Get more out of GiveSmart Fundraise by utilizing a Campaign Landing Page or Activity Landing Page. Keep your supporters informed and guide your donors to higher levels of giving by creating a customized landing page with custom content and branding. The GiveSmart Fundraise Create a Campaign Landing Page or Activity Landing Page training course is designed to empower administrators and users with the knowledge and skill needed to successfully build and manage a Campaign Landing Page or Activity Landing Page.
