Training Webinar | Donor Communications with the CanadaHelps DMS

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  • čas přidán 11. 07. 2024
  • This session is all about communicating with your donors through the DMS. Specifically, learn how to thank your donors, send single or bulk emails, configure the DMS MailChimp integration, and create documents for your direct mail needs.
    Experience: Intermediate
    Duration: 30 minutes
    Pre-requisites: Getting Started Training Webinar
    00:00- Introduction
    00:28- Donor Retention
    Thanking Donors
    02:55- Thanking Donors: Through CanadaHelps.org
    04:36- Thanking Donors: DMS Tax Receipt Thank-You Note
    05:38- Thanking Donors: DMS Tax Receipt Thank-You Email
    07:30- Thanking Donors: Print or Email
    Emailing
    10:40- Sending a Single Email
    13:23- Sending a DMS Mail (Bulk Email)
    18:39- Creating Groups and Smart Groups
    21:50- Email Performance Reports
    22:54- DMS MailChimp Integration
    Direct Mail
    28:28- Creating a MailMerge
    30:38- Printing Mailing Labels

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