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Fundraise with Nonprofit Success Pack

学习路径

Fundraise with Nonprofit Success Pack

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

+1,800 分

进阶级

业务用户

~5 小时

您将获得的技能

完成学习路径以构建您的专业技能。了解更多

客户沟通

数据管理

商业运营

产品

Nonprofit Cloud

行业

非盈利

了解更多

+1,800 分

进阶级

业务用户

~5 小时

+500 分

模块

Donation Management Basics with Nonprofit Success Pack

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

~1 小时 40 分钟

Create and Edit Donations

~20 分钟

Create and Edit Payments

~20 分钟

Create and Edit Recurring Donations

~20 分钟

Create and Edit Donation Allocations

~20 分钟

Acknowledge a Donation

~20 分钟

hide隐藏 5 个单元

+400 分

模块

Donation Soft Credit Management with Nonprofit Success Pack

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

~1 小时 10 分钟

Manage Contact Roles and Soft Credits

~20 分钟

Create and Manage Soft Credits

~15 分钟

Create Matching Gifts

~20 分钟

Manage Partial Soft Credits

~15 分钟

show显示 4 个单元

+500 分

模块

Moves Management with Nonprofit Success Pack

Move a donor or funder from cultivation through solicitation.

~1 小时 25 分钟

Identify Target Prospects

~10 分钟

Manage Engagement Plans

~15 分钟

Manage Donors, Tasks, Events, and Email

~20 分钟

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

~20 分钟

Collaborate with Chatter

~20 分钟

show显示 5 个单元

+400 分

模块

Stakeholder Email Communication with Nonprofit Success Pack

Learn how to manage email to individuals and small groups more efficiently.

~45 分钟

Learn NPSP Email Basics

~5 分钟

Send Email to Individuals

~15 分钟

Send Email to Groups

~20 分钟

Add Advanced Email Tools

~5 分钟

show显示 4 个单元

~5 小时