Moves Management Training Webinar

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Moves Management 101

Define the stages of your donor journey and the actions required at each step, for building a comprehensive moves management strategy for your donor database.

Download the Moves Management 101 handout and slides

Moves Management 201

Look at DonorSnap reporting options for accessing moves management systems you’ve created. Walk through options for keeping your moves up to date so you are ahead of your communication needs.

Mass contact updates to assist with Moves Management

When you build reports to find the contacts you plan to send through your moves, export them to Excel, update any fields necessary to mark their prospecting status, and then use the Excel Import tool to bring those changes back into your database.

Additional Links

Send mass emails from within DonorSnap
Print mail merge letters for a group of contacts
Run the Contact Profile report to print call sheets

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