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+1,900 punti

Itinerario

Fundraise with Nonprofit Success Pack

Learn how to manage donors and donations with Nonprofit Success Pack and Salesforce.

~5 ore 40 minuti

+500 punti

Modulo

Donation Management Basics with Nonprofit Success Pack

Track and acknowledge one-time donations, pledge payments, and recurring donations.

~1 ora 40 minuti

Create and Edit Donations

~20 minuti

Create and Edit Payments

~20 minuti

Create and Edit Recurring Donations

~20 minuti

Create and Edit Donation Allocations

~20 minuti

Acknowledge a Donation

~20 minuti

hideNascondi 5 unità

+400 punti

Modulo

Donation Soft Credit Management with Nonprofit Success Pack

Assign credit for a donation to one or more people who are not the donor.

~1 ora 10 minuti

Manage Contact Roles and Soft Credits

~20 minuti

Create and Manage Soft Credits

~15 minuti

Create Matching Gifts

~20 minuti

Manage Partial Soft Credits

~15 minuti

showMostra 4 unità

+500 punti

Modulo

Moves Management with Nonprofit Success Pack

Move a donor or funder from cultivation through solicitation.

~1 ora 25 minuti

Identify Target Prospects

~10 minuti

Manage Engagement Plans

~15 minuti

Manage Donors, Tasks, Events, and Email

~20 minuti

Visualize the Solicitation Process with Path, List Views, and Kanban

~20 minuti

Collaborate with Chatter

~20 minuti

showMostra 5 unità

+500 punti

Modulo

Campaign Management with Nonprofit Success Pack

Manage all of your constituent engagement efforts with campaigns.

~1 ora 25 minuti

Track Engagement with Campaigns

~10 minuti

Create Campaigns and Campaign Hierarchies

~20 minuti

Create Campaign Members and Monitor Their Engagement

~20 minuti

Manage Campaign Responses

~15 minuti

Analyze Campaign Data

~20 minuti

showMostra 5 unità

~5 ore 40 minuti