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V4 Prospect & Nurture Webinar

October 25 @ 9:00 am - 1:00 pm

This module has been designed to manage Capital Campaigns and Nurture Major Donors

  • Overview on what is required to be setup in thankQ to achieve outcomes.
  • How to add Contacts from a spreadsheet into Groups.
  • How to assign Managers to Contacts.
  • How to create an Appeal Mailing and link to Source Codes.
  • How to create Campaigns, add Source Codes, Giving Matrix.
  • Add Prospects one at a time or by way or searches and groups to a Campaign or to Canvassers.
  • Keep track of Prospects and update their records with relevant information through Stages and Statuses.
  • Create meetings and synchronise to Outlook.
  • Understand and create Affinity Rules so as to get a score on their engagement with your organisation
  • Create Moves Rules to analyse and group contacts by certain criteria
  • Various Reporting

Prerequisite:

• Basic knowledge of Windows systems
• Basic knowledge of Word
• Basic knowledge of Excel
• thankQ Essentials Lite
Approximate Duration:

4 hours

Enquiry and Book

Details

Date:
October 25
Time:
9:00 am - 1:00 pm
Event Category:

Venue

Sydney Training Centre
L14, 275 Alfred St
NORTH SYDNEY, NSW 2060 Australia
Phone:
+61 2 8904 9755
Website:
www.thankQ.com.au

Organizer

Margaret Kamstra
Phone:
+61 2 8904 9755
Email:
training@thankQ.com.au

 

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