Events Search and Views Navigation
September 2019
V4 Prospect & Nurture Webinar
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 »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 Webinar Pt1
thankQ Essentials V4 Part 1 (this webinar contains two parts) 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. You will learn how to; Record information such as extra addresses, what mailings contacts do or do not wish to receive. Search for certain information about your contacts so you can better target your mailings. Set…
Find out more »V4 Essentials Webinar Pt2
thankQ Essentials V4 Part 2 (this webinar contains two parts) 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. You will learn how to; Record information such as extra addresses, what mailings contacts do or do not wish to receive. Search for certain information about your contacts so you can better target your mailings. Set…
Find out more »V4 Advanced Mailing
This course has been designed primarily for mailing and tracking campaigns. Learn how to clean the database merging duplicate records and exporting contacts to Excel, cleaning the data and reimporting. Create Source and Destination Codes to track each segmented mailing of a campaign. Create Word Templates for the campaign and also create Receipt Templates using Field Rules and Text Rules which have conditions attached so you can personalise the wording of the receipts. Learn how to access and add/edit Mailing…
Find out more »V4 Finance Webinar Pt1
thankQ V4 Finance Webinar Part 1 (this webinar contains two parts) 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.…
Find out more »V4 Finance Webinar Pt2
thankQ V4 Finance Webinar Part 2 (this webinar contains two parts) 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.…
Find out more »