- Introduction
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Start here
- Watch the video
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Watch the video
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Download the slides
- Read the articles
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Read help articles
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Read help articles
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Read help articles
- Knowledge check
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Apply what you've learned
Working with Fundraising Tools; A Best Practice Guide
This course introduces key fundraising features in EveryAction, including how to use the Fundraising Management Dashboard, navigate essential tools, and analyze donor performance. Learn how to manage pledges, track trends, and enhance donor engagement strategies. Register to either watch a video, OR read a help article – then take a one-question quiz to apply what you’ve learned and complete the course.
Working with Fundraising Tools; A Best Practice Guide
This course walks donor management users through EveryAction’s powerful suite of fundraising tools. You’ll learn how to use the Fundraising Management Dashboard to oversee your program at a glance and how to streamline fundraising workflows for better results.
What You’ll Learn in This Course
- How to navigate and customize the Fundraising Management Dashboard
- Tools available for managing asks, pledges, acknowledgements, relationships, and giving history
- How to use political fundraising tools and financial batches effectively
- How to track and manage biographies and follow-up tasks for donors
- Where to find insights using tools like the Donor Comparison Report and Donor Trends
- How to use the Fundraising Optimization Guide to forecast and improve performance
- Best practices for identifying lapsed donors and planning re-engagement
By the end of this course, you’ll be equipped to manage your organization’s fundraising tools with greater strategy and confidence.
