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V4 Prospect & Nurture
March 26, 2020 @ 9:30 am - 4:30 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
• Basic knowledge of Windows systems
• Basic knowledge of Word
• Basic knowledge of Excel
• thankQ Essentials Lite
We also offer specialised training/consultancy service. Building on the skills acquired during basic training we can refine your knowledge and expertise. In addition, we can review your processes and help with documentation.
Training, customised or not, can be conducted either at your office (if you have a suitable environment) or at the thankQ’s training centre.Contact Us if you require a quote.