PowerBase has a survey module that supports phone banking.
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.
While many fundraising activities are repetitive and not tied to particular campaigns, a key part of using PowerBase to its fullest is segmentation and targeting. This activity highlights the parts of planning associated with understanding who your donors are and what their contribution practices have been.
Walk through each slide explaining what’s on the slide.
The big takeaways:
• Integrated view of ALL your work
• 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.
Introduction to send mass mailings and printing mailing labels.
Introduction to creating Events and tracking registration and participation in events.
Researching your base will cover the basics of finding contacts in your database and understanding how to use actions.
Provide a brief overview of the various components of PowerBase, with an emphasis on how PowerBase tracks your interaction with your base.
This PowerBase training covers the features in PowerBase that are geared toward scaling up your base-building community organizing work.
Entering Canvassing Results covers the basics of logging in and doing simple data entry of contacts from a convassing results page.