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AdvantageNFP Webinars

march 2024

OUTLOOK AND MAILCHIMP

Join our upcoming LIVE webinar where we will delve into the seamless integration of AdvantageNFP Fundraiser with Outlook and MailChimp, bringing you essential insights into maximizing your fundraising and communication efforts.

Webinar Highlights:

1. Mailchimp Integration with AdvantageNFP Fundraiser:

  • Discover how to leverage the Mailchimp API to synchronise Activities with Mailchimp Lists of subscribers.
  • Gain insights into adding email addresses from AdvantageNFP Fundraiser's Activity Party Involvement records to Mailchimp Lists, including associated merge fields.
  • Explore bidirectional synchronisation of unsubscribes and updating merge field values in the Mailchimp List.

2. Outlook Add-In Module: Streamlining Communications:

  • Witness a demonstration of the Outlook Add-In Module and learn how it can revolutionize your communication processes.
  • Manage the integration of external email communications seamlessly into AdvantageNFP Fundraiser or AdvantageNFP CRM databases.
  • Take control of logging inbound and outbound emails to matching contact records, enhancing data accuracy and accessibility.
  • Explore the flexibility to log emails selectively or automatically, allowing you to tailor the process to your organisational needs.
  • Take the module "on the road" for efficient email logging, ensuring that your communications are recorded even when you are away from the office.
  • Gain insights into logging emails on behalf of other users or for yourself, enhancing collaboration and data management within your organisation.

Don't miss this opportunity to witness these powerful tools in action and learn how they can elevate your fundraising and communication strategies. Join us for the webinar and stay ahead in optimising your AdvantageNFP Fundraiser experience. 

DATE/TIME: Thursday 21st March 2024 at 11:00am GMT

DURATION: 30 minutes

PRESENTER: Rob Healy, Customer Support Agent

WHO SHOULD ATTEND:  AdvantageNFP Fundraiser and AdvantageNFP CRM users

TECHNICAL REQUIREMENTS: Internet connection and speakers/headphones 

APRIL 2024

legacies

Title: Mastering Legacy Functionality in AdvantageNFP Fundraiser and CRM: A Comprehensive Webinar


Unlock the full potential of your fundraising and CRM efforts with our exclusive webinar, "Mastering Legacy Functionality in AdvantageNFP Fundraiser and CRM." Join us as we guide you through the updated Legacy features, providing essential insights and hands-on demonstrations to empower your organisation's legacy communication management.


In this webinar, our expert presenters will showcase advanced techniques to seamlessly integrate and utilise the enhanced Legacy functionality within AdvantageNFP Fundraiser and AdvantageNFP CRM. Discover how to effectively segregate Legacy communications, ensuring they are only visible within the dedicated module, optimising your workflow and enhancing data organisation.


Key Highlights:


1. Improved Legacy Screen: Uncover the revamped Legacy screen, designed for a more intuitive and user-friendly experience. Learn how to navigate efficiently, saving time and increasing overall productivity.


2. Enhanced Legacy Documents Screen: Dive into the upgraded Legacy Documents screen and explore the enhanced features that streamline document management. Gain practical insights into organizing, accessing, and updating legacy documents effortlessly.


3. Upgraded Legacy Standard Report: Witness the power of the updated Legacy standard report, offering comprehensive insights into your legacy data. Learn to extract meaningful information and generate reports that drive strategic decision-making.


By the end of this webinar, you will have a thorough understanding of the latest advancements in AdvantageNFP Fundraiser and CRM Legacy functionality. Equip yourself with the knowledge and skills needed to optimise legacy communication segregation, efficiently navigate the updated screens, and leverage the full potential of Legacy standard reports.


Don't miss this opportunity to elevate your organisation's fundraising and CRM capabilities. Register now and embark on a journey to master the updated Legacy functionality within AdvantageNFP Fundraiser and AdvantageNFP CRM.

DATE/TIME: Thursday 18th April 2024 at 11:00am GMT

DURATION: 30 minutes

PRESENTER: Rob Healy, Customer Support Agent

WHO SHOULD ATTEND:  AdvantageNFP Fundraiser and AdvantageNFP CRM users

TECHNICAL REQUIREMENTS: Internet connection and speakers/headphones 

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