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Customer loyalty and fundraising

Membership schemes, Donations, cultivating donor relationships, and the Opportunities Interface

Memberships

  • Setting Up Memberships
  • Auto-Renewable Memberships
  • Gift Memberships
  • Best Practice: Membership Upsells
  • Managing Members
  • Make the Most of Your Memberships With Targeted Comms

Managing Donations

  • Donations and Funds
  • Donation Recognition & Tributes
  • Pledges and Legacies

Donor Pipeline and Stewardship

  • Understanding and Creating Opportunities
  • Managing Opportunities
  • Activities
  • Automatically Record Emails in Activities Using the Bcc Function
  • Invitation Management
  • Segment by Opportunities, Relationships, Invitees and Attendees

Configuring Campaigns

  • Setting Up Campaigns & Campaign Stages
  • Campaign and Fund Structure Planning Guide
  • Campaigns Best Practice
  • Campaign Detail Report
  • Campaign Summary Report

Institutional Giving

  • Managing Corporate Relationships
  • Grants Management

Opportunities Interface

  • Start Here with the Opportunities Interface
  • Getting Started with the Opportunities Interface
  • Navigating the Opportunities Interface
  • FAQs - Setting Up Fundraising Using The Opportunities Interface
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