If you missed the live Training Deep Dive webinar, you can check out the full recording below. In this session, Tanya Valencia and Amy Vitulli spend time diving into strategic ways to ask your different audiences for information and showcasing examples of how to approach automation, email templates, and various Forms.
To review the upcoming Live Product Training schedule and register, check out this Support Article.
Session Highlights:
00:00- 11:56: Agenda and Welcome
11:56 - 16:34: Navigating Custom Fields and Collections in Virtuous
16:34 - 19:57: Purposeful Data Collection Strategies
19:57 - 23:27: Understanding Create Dates in Custom Collections
23:27 - 29:12: Exploring Individual Custom Fields
29:12 - 32:37: Integrating Data from External Platforms
32:37 - 37:32: Choosing the Right Custom Collection for Forms
37:32 - 40:53: Customizing Lead Forms
40:53 - 46:04: Data Flow into Virtuous Database
46:04 - 49:24: Automation in Data Management
49:24 - 58:00: Leveraging Wealth Data for Fundraising
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