V4 Prospect & Nurture
February 18 @ 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