Donorfy Training: Fundamentals I

About this course

Kick-start your new CRM knowledge with Donorfy Training: Fundamentals I.

During this 3-hour session, you will learn the fundamentals of Donorfy CRM. This course will take you through the signing in process, platform navigation and show you helpful resources. You’ll learn about constituent types and take an in-depth look into how to manage the profile of your donors. You will also have the opportunity practice within our training environment.

Whether you are new to Donorfy, or simply need to refresh your knowledge, this course is for you.

This is part one of two training courses. Following this course, we would highly recommend taking our Fundamentals II course.

Prerequisites

There are no prerequisites for this course.

Next Course: June 22nd, 9:30am – 12:30pm

Course Delivery: Live Group Training by webinar

Price: £195 (+VAT)or sign up to our unlimited Donorfy Training Bundle

This course will cover:

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The signing in process, navigation and helpful resources

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Understand the different constituent types, profiles and how to add them

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Learn how to connect your constituents together and build up a picture of their relationships and networks

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Understand how to record and update the channels and preferences on a constituent’s record to comply with GDPR

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Learn how to link individuals and companies together effectively

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Learn how to manage your constituents by updating their records

Leah Lewis | DonorCare

Course Leader

Leah from DonorCare will be delivering this Accelerator course. Recently she was awarded Highly Commended Fundraiser of the Year at the Institute of Fundraising Chilterns 2020 Fundraising Awards.

Leah has eight years of experience working within the not-for-profit sector, working in both Event Management and Community Fundraising. She has a wealth of experience working with both local and small charities, establishing successful Community Fundraising programmes to maximise income and build loyal relationships.

“It’s been a pleasure to work with DonorCare, and the impact your support will have will be far reaching. The move for us to a better, more efficient system, will cut costs, save time and help us raise more income to help people affected by homelessness in our community. So thank you!”

Amy Hinks
Booth Centre

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Contact DonorCare

To sign up for this course, fill in the form below – specifying the course title in the ‘How can we help?’ section.