Get this course

01. Beginner Courses

Fundamentals I (002)


Description
Kick-start your new CRM knowledge. Whether you're new to Donorfy, or simply need to refresh your knowledge, this course is for you. At the end of the course you can test your knowledge and gain your course certification.

YOU'LL LEARN:
• The signing in process
• Platform navigation
• Access help resources
• Adding constituents
• Connecting and Managing Constituents

YOU'LL COMPLETE:
✓ 17 Videos
✓ 3 Quick Quizzes
✓ 1 Certificate️ Course Test

Type: Videos Duration: 60 minutes

Content
  • INTRO
  • Course Introduction
  • Sign In To Donorfy
  • Signing In To Donorfy
  • Home Page, Profile & Notifications
  • Managing Your Account
  • Users & Security
  • Quick Quiz
  • Help Using Donorfy
  • Donorfy Knowledge Base
  • Donorfy Support
  • Donorfy Community
  • Quick Quiz
  • Adding Constituents
  • What is a Donorfy Constituent?
  • Adding an Individual Constituent
  • Adding a Group Constituent
  • The Preference Centre
  • Quick Quiz
  • Connecting & Managing Constituents
  • Change Constituent Type
  • Merging Constituents
  • Connecting Constituents
  • Archiving & Deleting Constituents
  • Course Test
  • Fundamentals I Certification
  • OUTRO
  • Course Completion
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever
Back