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October 2019
V4 Finance
This course is designed to get you started so you can enter and manage payments in thankQ and also on how to setup and mange ongoing giving. 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…
Find out more »November 2019
V4 Essentials
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…
Find out more »V4 Prospect & Nurture
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…
Find out more »V4 Essentials Lite
Essentials Lite has been designed for those who do not have a lot to do with the day to day contact management. This course would suit those who work solely in Finance, Events, Major Gifts, Bequest etc and just want to know the very basics. Get familiar with being able to add a contact and also to edit any information if required. Learn how to record information such as an extra address. Get to know how to subscribe or unsubscribe…
Find out more »December 2019
V4 Essentials
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
Find out more »V4 Administrators
Be introduced to utilities used to effectively manage system functions.
Prerequisite: thankQ Essentials
Approximately Duration: 6 hours
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