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 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

Prerequisite:

• Basic knowledge of Windows systems
• Basic knowledge of Word
• Basic knowledge of Excel
• thankQ Essentials Lite
Approximate Duration:

6 hours

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