First Quarter Setup Training Webinar
Explore first quarter reports and communication options to get your fundraising year started off right. We will also touch on targeted mailing lists, automated emails, and moves management.
Quick Recap
The trainer conducted a beginner-level webinar on first-year database setup in DonorSnap, focusing on data hygiene and system maintenance. She guided participants through updating the system year, cleaning up drop-down menus, and preparing for strategic planning. The trainer emphasized the importance of NCOA cleaning, thank you letter updates, and dashboard app customization. She introduced participants to automated task management for donor communications and encouraged them to explore reporting options for tracking donations and donor retention.