If you missed the live Training Deep Dive webinar, check out the full recording down below. In this session, Tanya Valencia and Rachel Specht walk through the Annual Summary Execution process.
The Annual Summary Execution process should be approached strategically. In this session, Contact queries, Gift queries, and Multiple Gifts per Receipt Templates are reviewed. Three main examples referenced are Recurring Donors, Major Donors, and Donors with Volunteer Activity.
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Note: The recording posted here contains the same material presented during the Virtuous Deep Dive webinar, but is not from the webinar customers attended on 1/11/2024.
Session Highlights
0:00 - 4:19: Session intro, agenda, and concept/lingo review
4:20 - 6:48: The three examples being focused on are reviewed; Recurring Donor, Major Donor, Donor with Volunteer Participation
6:49 - 11:55: In-App Example - Reviewing the criteria set in the Contact Query used to identify "Recurring Donors"
11:56 - : In-App Example - Reviewing the criteria set in the Contact Query used to identify "Major Donors"