Walk through each slide explaining what’s on the slide.
The big takeaways:
• Integrated view of ALL your work
• Complexity
• LOTS of functionality built in.
Using one place for your database and your fundraising amplifies your database work: less wasted energy moving data between systems. More results for less effort.
This isn’t a case study, but use your knowledge of examples of work by other organizations to illustrate the slides with small anecdotes.
Trainings
Please find below a list of many of the trainings that the Progressive Technology Project has conducted over the years. Each training contains links to materials used in the trainings.
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File attachments:
Introduction to send mass mailings and printing mailing labels.
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Introduction to creating Events and tracking registration and participation in events.
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Researching your base will cover the basics of finding contacts in your database and understanding how to use actions.
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Provide a brief overview of the various components of PowerBase, with an emphasis on how PowerBase tracks your interaction with your base.
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Entering Canvassing Results covers the basics of logging in and doing simple data entry of contacts from a convassing results page.
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Training Agenda and other forms
Presentations, Handouts, and Web Resources
Day One
Integrated Fundraising, Christina Roessler
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Are you finding duplicates in your PowerBase? You might have multiple records for a single person or organization in your database, and you don't want to lose ANY of the info in either one.
This training covers the following:
This training covers removing duplicate records in your database:
- removing duplicate records, or "de-duping"
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