Skip to main content

System Training - Fundraising - 5/29

Description

The training session for Fundraising begins with some general background about funds, campaigns, and appeals in Impexium.  During our session, we will provide step-by-step guidance on creating a new fund and campaign. Once created, we will discuss the process of connecting the campaign to the fund. Additionally, we will explore the configuration of PAC products as well as demonstrate how to set funds as related products to other products for wider accessibility. A brief discussion will also take place on how a customer can use the "Donate Now" page to make a donation to a fund. At the conclusion of our session, we will address the inclusion of funds in the membership mass renewal process.


Please respond to the pre-training survey to let us know what you'd like to get out of this session.

Contributors

  • Michelle Park

    Michelle has been with the Impexium team for almost a year. In her role as Training Specialist, she enjoys facilitating training sessions and collaborating with clients as they learn all about the impressive features and functionality Impexium has to offer.

Consider joining the Impexium LinkedIn User Group.

Objectives for this Group are to provide you with the opportunity to:
  • shape Impexium's product roadmap, service offerings, and support options
  • gain insights and learn best practices from others' experiences
  • network with other Association thought leaders and Impexium leaders
On a weekly basis, Impexium team members will share information including:
  • best practices, tips, and tools
  • information about quarterly webinars
  • important Impexium and industry news
May 29, 2024
Wed 1:00 PM EDT

Duration 1H 0M

Register Already Registered?
Event Support - Michelle