Contributor Relations Rel 9

This course provides an overview of each component in the Contributor Relations product and discusses in depth the major business processes that customers might need to set up, administer, and use.

Learn To:

• Managing prospects and constituent information
• Managing initiatives, including campaigns, events, and volunteer efforts
• Managing gifts, pledges, and memberships
• Managing communications, such as acknowledgements

The course also provides an overview of self-service Involvement and Outreach functionality.

A Live Virtual Class (LVC) is exclusively for registered students; unregistered individuals may not view an LVC at any time. Registered students must view the class from the country listed in the registration form. Unauthorized recording, copying, or transmission of LVC content may not be made.

Audience

• Functional Implementer
• Project Manager

Course Topics Managing Constituent Information

• Searching for Constituent Records
• Entering and Tracking Person Data
• Entering and Tracking Organization Data
• Establishing Relationships

Setting Up Initiatives

• Defining and Assigning Staff, Volunteer, and Unit Roles
• Defining Other Supporting Information for Initiatives

Designing Audiences

• Setting Up Audiences
• Assigning Audiences to Initiatives

Managing Campaigns

• Creating Campaign Initiatives
• Defining Appeals
• Managing Initiative Actions
• Tracking Campaign Details
• Managing Campaign Budgets

Managing Volunteers

• Creating a Volunteer Initiative
• Defining a Volunteer Structure
• Assigning Volunteers to Tasks and Roles
• Viewing a Volunteer's Previous Involvement

Managing Events

• Entering Events and Associated Meetings
• Managing Events in Conjunction with the 3Cs
• Managing CR Events

Managing Prospects

• Assigning Resources to Prospects
• Managing Prospect Strategies
• Managing Prospect Actions
• Managing Planned Giving Prospects
• Managing Prospects with Self-Service Outreach

Managing Gifts and Pledges

• Setting up Commitment Entry
• Working with Sessions
• Managing Matching Gifts
• Managing Pledges and Conditional Pledges
• Queuing and Posting Sessions
• Making Adjustments
• Working with Self-Service Involvement
• Managing Giving Clubs

Managing Memberships

• Setting Up Membership Programs
• Creating Membership Initiatives
• Entering Member Dues
• Assigning Members to a Member Organization

Managing Business Units and SetIDs in Contributor Relations

• Managing BUs
• Securing BUs
• Using SetIDs and TableSets

Generating Acknowledgements

• Setting Up Acknowledgements in CR
• Defining Acknowledgement Rules
• Processing Acknowledgements
• Generating Letters

Processing Credit Card Transactions

• Setting up Credit Card Processing
• Enabling Self-Service Credit Card Transactions
• Processing Online Credit Card and Membership Payments

Course Objectives

• Set up initiatives
• Design audiences
• Manage campaigns
• Manage volunteers
• Manage events
• Manage prospects
• Manage gifts and pledges
• Manage memberships
• Manage business units and setIDs
• Generate acknowledgements
• Process credit card transactions
• Manage constituent information