Take 15 - 20 minutes to prepare for Giving Tuesday success! Follow these easy step-by-step instructions to create #NPSP User Defined Rollups that display last end-of-year giving totals on the Contact record so you can easily segment your donor list for targeted, individualized appeals.
@Soapbox Engage App @Soapbox Engage App (Partners) @Fundraising @Nonprofit and Education MindShare #GivingTuesday #Fundraising
Segment Donor Lists in Salesforce for #GivingTuesday Appeals with Last End-of-Year Giving Data
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Bookmark, favorite, like, do whatever it takes to remember this post. This is your step-by-step guide for utilizing NPSP User Defined Rollups to help make your Giving Tuesday a fundraising success. You're welcome.
