PLEASE NOTE: this video shows the old main menu. Just navigate to the indicated pages using the new main menu and the rest of the steps are the same.
This webinar recording covers the following topics:
- Introduction/Important Notes 00:00 - 01:50
- Settings: Acknowledgement Settings 01:50 - 18:55
- Configure Templates (including tribute gifts and tribute cards) 02:20 - 07:25
- Gift Versus Pledges 09:10 - 10:25
- Primary versus Soft Credit Donor 10:45 - 14:25
- Acknowledgement Preference 14:25 - 15:55
- Automatic Donation Acknowledgement Letters for Online Gifts 15:55 - 17:20
- Acknowledgement Number Setting 17:20 - 18:00
- Default Text for Donation Acknowledgements Sent via Email 18:00 - 18:50
- Settings: Default Salutations & Salutation Placeholders in Communication Templates 18:55 - 23:20
- Configurations 23:20 - 1:13:30
- Fundraising versus Financials category (accounting hat versus fundraising hat) 25:00 - 27:00
- Financials: Chart of Accounts 27:00 - 31:00
- Financials: Account Classes 31:00 - 32:30
- Fundraising: Gift Sources 32:30 - 34:30
- Fundraising: Funds 34:30 - 58:15
- Ask Arrays 51:00 - 53:40
- Fundraising: Programs 58:15 - 1:03:30
- Fundraising: Campaigns 1:03:30 - 1:07:40
- Hierarchy of assigning Acknowledgement Templates, Chart of Accounts, and Account Classes 1:07:40 - 1:10:05
- Premiums 1:10:40 - 1:11:30
- Custom Data Sets: Gift Additional Information 1:11:30 - 1:13:05
- Website Integration 1:13:05 - 1:13:30
- Pages/Widgets/Plug-In
- Settings: Payment Gateway Settings
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