Past Events › Sydney Training Centre

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…

eMailer (Campaign Monitor/Manager) is a third party product that integrates to thankQ. Load contacts into a thankQ Mailing and link to eMailer. Design/Create your own templates using the Gallery provided. Import emails created in Outlook or use one of the eMailer Gallery templates to create a Newsletter or mailing. Edit and Test the email. Send immediately or schedule to be sent at a later stage. Use an existing eMailer campaign for a new mailing. Manage the reports available in eMailer…

thankQ Essentials V4 Essentials is a very in depth course which has been designed to get you acquainted with various functions of thankQ so you can navigate your way around the different modules and be able to manage your contacts efficiently. This course is designed for those who will be dealing with contacts on a daily basis. Learn how to record information such as extra addresses, what mailings they do or do not wish to receive. You will find out…

You will learn how to;     Setup codes to be able to track money received from campaigns, events, merchandise, memberships, pledges, donations etc.     Understand how to create payment batches and know the different ways thankQ can process these.     Run batch reports and paying in slips.     Create a quick receipt or bulk receipts from the batches and file these under the contact records.     Be able to search for batches and payments.     Know how to reverse any…

Be introduced to utilities used to effectively manage system functions.
Prerequisite: thankQ Essentials

Approximately Duration: 6 hours

Be introduced to advanced features of thankQ so you can extract data by way of power searching and export to Excel using power reporting. Get that information out of thankQ so you can analyse in a spreadsheet and create a Group for mailing campaigns etc. Find out the power of Yellow Box and Power Searching. Get to know the difference between And/Or statements and how to Include and Exclude criteria from searches. Create a Power Report to run over a…

Essentials has been designed to get you acquainted with various functions of thankQ so you can navigate your way around the different modules and be able to manage your contacts efficiently.

Duration - 6 hours

You will learn how to;     Setup codes to be able to track money received from campaigns, events, merchandise, memberships, pledges, donations etc.     Understand how to create payment batches and know the different ways thankQ can process these.     Run batch reports and paying in slips.     Create a quick receipt or bulk receipts from the batches and file these under the contact records.     Be able to search for batches and payments.     Know how to reverse any…