Live chat

AdvantageNFP Events & Webinars

Why not visit Redbourn Business Systems at one of the following not for profit sector exhibitions to have a demonstration of our fundraising CRM software - AdvantageNFP Fundraiser.  Discuss your fundraising CRM software requirements with AdvantageNFP Fundraiser experts to find out how our software solutions can benefit your not for profit organisation.

Want to find out more about AdvantageNFP Fundraiser, join us at our webinars.

Webinars

March 2017

 

Managing "opt in" preferences

Join us on our FREE Live Webinar and find out what’s new in release 1.25 of AdvantageNFP Fundraiser and AdvantageNFP CRM.

Join us at our FREE LIVE webinar to learn how we are developing new functionality for release this Spring for recording Supporter Preferences or “Opt Ins” within AdvantageNFP Fundraiser and AdvantageNFP CRM.

This webinar will provide the opportunity for you to review the changes developed within AdvantageNFP Fundraiser and AdvantageNFP CRM to record Supporter Preferences or “Opt Ins”. The Fundraising Regulator and the ICO have fallen short of making it a legal requirement to request and track specific “Opt In” requests, they are saying that they strongly recommend you do record “Opt Ins”.  In light of this clear guidance from both the ICO and the Fundraising Regulator, the AdvantageNFP team are releasing functionality to allow you to record “Opt In” requests from your supporters.  

During the webinar we will demonstrate and review the functionality that includes:

•            Recording the Source of the “Opt In” (probably as an Activity)

•            Channels being Opted Into (e.g. Newsletters), 

•            Methods for each Channel (e.g. Text, Email), 

•            Effective From and Effective To Date/Time, details of the user creating/updating the information

•            Free format Notes.  

This new functionality will be released in Spring 2017, and will allow you to record and display “Opt In” information against a Supporter’s details; be they a Person or an Organisation.  Subsequent releases will build on this, iteratively adding new functionality for filtering and Tray communications using the “Opt In”.  Participants will have the opportunity to ask questions during the course of the webinar, using the chat function to submit questions.

This webinar is relevant for all AdvantageNFP Fundraiser and AdvantageNFP CRM customers and all versions of AdvantageNFP Fundraiser and AdvantageNFP CRM. 

 DATE/TIME:  Thursday 30th March 2017 at 10:30am GMT

DURATION: 30 minutes

PRESENTER: Steve Cast, Founder and Managing Director at Redbourn Business Systems

WHO SHOULD ATTEND: Fundraising Managers, Event Managers, Marketing Managers, AdvantageNFP Fundraiser users

TECHNICAL REQUIREMENTS: Internet connection and speakers/headphones 

 
Print Friendly and PDF