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04. Constituents → Timeline

Adding a Donation


Description
This course will teach you how to add single transactions onto Donorfy. It will then show you how to thank your donor by either sending an email or letter using Donorfy. Finally, it takes a look at the donors timeline to view a record of this activity.

(17 minutes)
Content
  • 1. Introduction
  • 2. Adding a Donation
  • 3. Thanking by Email
  • 4. Thanking by Letter
Completion rules
  • All units must be completed
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