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01. Beginner Courses

Fundamentals II (003)


Description
Grow your Donorfy knowledge. Find out about Tags, Activities, Transactions and more in this Beginner Course. At the end of the course you can test your knowledge and gain your course certification.

YOU'LL LEARN:
• Tags & Activities
• Sending Documents
• Adding Transactions
• More Transactions
• Sending Thank You Emails and Letters

YOU'LL COMPLETE:
✓ 13 Videos
✓ 2 Quick Quizzes
✓ 1 Certificate️ Course Test

Before starting this course, we recommend taking our Donorfy Training: Fundamentals I training course.

Type: Videos Duration: 45 minutes

Content
  • INTRO
  • Course Introduction
  • Tags & Activities
  • Tags
  • Activities
  • Sending A Document
  • Quick Quiz
  • Transactions
  • What is a Transaction?
  • Adding Transactions
  • Variations on a Transaction
  • Split Gifts
  • Adding a Gift Aid Declaration
  • Quick Quiz
  • Sending Acknowledgements
  • What is an Acknowledgement?
  • Sending a Thank You Email
  • Sending a Thank You Letter
  • Course Test
  • Fundamentals II
  • OUTRO
  • Course Completion
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever
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