This article provides the agenda and related resources for our Optimization Lab - if you haven't had a chance to watch this insightful webinar, you can do so here.
Agenda
Recapping onboarding milestones
Foundational performance management
Foundational contact management
Foundational giving
Utilizing all communication features
Building specialized campaigns
Recapping onboarding milestones
Recapping onboarding milestones
Contact management
Contact management
Customizing contacts (and donations) with custom fields
Entering notes and logging interactions
Giving
Giving
Tracking soft credits
Entering in-kind donations
In-kind donations (FMV)
Communications
Communications
Sending personal messages
Sending individual messages to one supporter
Building specialized campaigns
Building specialized campaigns