39 MINS
Spark Stronger Relationships with Your Prospects and Donors
Join DonorPerfect trainer Janet Carroll to learn innovative strategies to spark personal connections with donors, supporters, and stakeholders by leveraging DonorPerfect’s powerful tools for contact management and scheduled outreach. Discover how fostering genuine relationships can fuel long-term engagement and drive sustainable impact for your organization’s mission.
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Spark Stronger Relationships with Your Prospects and Donors Transcript
Print TranscriptIt all starts with our staff. By focusing on our employees needs happiness and well being, we ensure they can best support you, you’ll quickly realize that working with our team is like having additional members of your own staff that will always be there Read More
It all starts with our staff. By focusing on our employees needs happiness and well being, we ensure they can best support you, you’ll quickly realize that working with our team is like having additional members of your own staff that will always be there to help you.
When you get started with DonorPerfect, we provide a full data transfer and onboarding team to make sure your system is set up correctly, and that it matches your unique needs and ways of working. Our professional trainers will then make sure you get off to a fast start explaining what you need to succeed using a variety of training programs that cater to your preferred learning methods. Our customer care team provides ongoing support whenever you need it by phone, chat or email. They’ll answer your questions help you improve results and quickly become your best new work friends. While you focus on your mission. Our product managers and developers are incorporating their feedback and prioritizing your needs and concerns to deliver easy to use software that will enable you to achieve all your goals when our customers and employees are asked what do you like best about DonorPerfect they both say the same thing the people you will to learn more about how DonorPerfect can meet your unique needs by speaking with your account manager or attending a product demonstration webinar.
People are the heart
Why was I removed? Hey, sorry about that. Hello, everybody. Hello. My name is Shawna Taro and I am a DonorPerfect training specialist. Welcome to Janet Carol session sparks stronger relationships with your prospects and donors. If you’re a DonorPerfect client already you might know Janet later this month, she will have been with DonorPerfect for 21 years. With the last 10 years being in the training team. She likes to make sure that clients are working in their database most efficiently and with the intention to get the most out of their data, always reminding them that a well structured database that is clean and complete, makes for a productive database. In her spare time. Janet can be found cooking and baking, as well as volunteering in her community. Now before I hand the session over to Janet, I’d like to address a few housekeeping items. All presentations are attached to the session and can be downloaded for your review. Please be sure to add your questions to the q&a tab so that we can see them and get them answered for you. All sessions will be recorded and found on our DonorPerfect website post conference. So without further ado, let’s give a warm welcome to Janet. Take it away, Janet. All right. Thank you so much, Sean. Appreciate it. And good morning to everybody. And thank you for starting off today, talking about tracking personal communications. It is so so important. We all know that many of our speakers yesterday did talk about building of our relationships. And it all starts there. So I’m really happy to get started today on exactly this topic. So let me ask you a question. Are you reaching out to everyone for that personal touch, welcoming them connecting with them? Are you welcoming your new donors? Are you engaging your lapsed donors? Right? Are you connecting if you’re assigned with a particular group of donors? are you connecting, indeed with them? So we’re going to explore all of these areas and more this morning. So I’m thinking right now about all the different ways that we can communicate. And we know that there are indeed, many, many ways that we can communicate. And we always need to make sure that we reach out to our donors and prospects, the way that they prefer sometimes is by email, sometimes by letter, we’re having meetings, we’re having phone calls, we really want to meet them where they want to be, we want to of course, always make sure that they are happy campers, as we are building this relationship and be respective of events. So I know that when we’re all working in down into the details and communicating, whether it’s the high level or the low level, we all need to keep organized. So I’m going to ask you, which of these pictures do you resonate with? And the left hand side everything is all they’re very nice and organized. But you know what? Maybe you’d like to work on your computer. Maybe it’s okay. I’m doing okay.
I really need to keep everything intact. I need to make sure that all my data is there in the right place. Is that you? Or are you looking at yourself on the right hand side and just saying, I’m frustrated? There’s just so much to do? Where do I get started? Right? We know that we need to be productive. And there’s, of course, pros and cons on both sides a little bit. But we know we need to be organized. We know we need to keep track of information, we need to be efficient, so that we can be effective at what we do day in and day out. So what are we going to do our goal today is going to be showing every showing all of you how we can take advantage of tools within DonorPerfect, right, we need to make sure that you can keep track of the tasks that you need to do, right, we want to take care take advantage as the standard functions within DonorPerfect, help you ease the frustration of this person on the right hand side, we do not want you to feel that way. Plus, we’re going to learn about taking advantage of some of the reports. So you can look at the metrics and decide what’s important, you know what’s important to your organization. But when you look at the reports, you’re going to see what you did well, what you need to still work on and maybe tweak a little bit. So our focus today is going to be on touch points, we’re going to make sure that we are doing a good job at documenting the details, we of course are going to be reporting on the details. And finally, we’re going to make sure that we have a good communication checklist.
We’re gonna start off, of course, with that first bullet point, our touch points, write the value to be tracking them, we all know that we are having communications, if we keep track of them, there’s going to be a value later on. So we can look back at what we did. When we act when we were interactive with them. Whether it was a mailing of phone call, we had a meeting, maybe they came to a program or an event of ours. So when we’re thinking about touch points, we there are two overarching categories that we’re thinking about. One is cultivation, and one is stewardship. So let’s take a look right now. And we’re going to start off with cultivation. So think about what is your goal when we’re cultivating, cultivating remember is not just about non donors, because we might be cultivating existing donors and looking to raise them up to another level like that mid level to major level of giving. So cultivating is very important, right? Make sure we have a purpose of reaching out.
Right, think about what you are sending, what did we send, right? Did the recipient of that particular piece that you send to them? Do they qualify to be receiving that?
How did we send it? Are we meeting them where they want to be in receiving these communications? Do we know what their preferred method of delivery is? And are we respecting that?
And was there any interest? Right? We need to make sure that do they join a mailing list? Did they respond to anything that we are doing? Do they give a donation? Right? Did they learn? Did you learn anything from the Google Analytics that they that you may have set up in advance?
Let’s turn the page to stewardship. Right, we have our donors, we need to take care of them. What is the goal? Same thing as before, but we need to get to reach out to say, why are we reaching out? What’s the particular goal at this point in time?
This a personal check in? If it is, let’s make sure that we make it that way? Right. What do we know about them? Right? Do we know something maybe about their family or business oriented? Make sure that they feel that there’s a relationship building?
What are your interactions with them? Right? are we offering newsletters? are we offering maybe a tour of the facility depending on what industry you’re in? When I think about some food banks that I visited personally, they’re great places for you know, for tours, but depending on what you do, you may be you may be offering a certain level of giving or certain groups of donors to becoming and touring your facilities, get some feedback, get them more involved.
See if you should offer them a survey, would they be interested in sharing their opinions because you’re asking them they are part of your journey, of course. So we want to get their opinions and we always hope that they are involved not just on the monetary end, but they have an investment as well, and they like to be engaged. So that’s really a wonderful way to keep Zach going.
With all of this behind us. While we all have these communications and purposes. We know that we need to put these details
also have all of these communications into the database, then we can go look at it later on, check on things. Look back at some of the conversations with your event. And of course, later on, we’re going to put them into reports. Remember the old adage, data in data out, this section of this presentation is about getting the data into DonorPerfect. So let’s talk about the data that we need. We need you to find the task at hand. Right? Some tasks might have been to get a mailing out, that will be documented, hopefully, with you’ve learned how to automate that part of it. If not reach out to our support team, or maybe your trainer. If you’re working with one, we have some of those automated, but never talking about the personal communications, the focus of today’s session. So when we’re thinking about that, we’re saying who was responsible? Are you the one that’s responsible? The person that is defining this task? Well, we need to make sure that it is documented that you are associated with that particular task. What are the details of the task? Right? What is the task related to how are we doing this communication? What’s it related to overall, we need to make sure that it’s all defined. Remember, this is going to be coming out later? And we’re going to be referring to it all along the way. How will this communication take place, email letter, maybe a meeting, maybe a phone call, document that is going to help you in preparing not only for that communication, but it’s going to help you organize your day later on when you want to do, let’s say several phone calls in a row. Right? What when does this need to be completed? What’s your due date, all of this information is going to come together later on? Well, now that we have defined the tasks, we now need to think about some of the efficiencies that we can use in setting up these tasks. And tracking all the details. One thing that immediately comes to my mind are codes. And many of you might already be familiar, but just in case you’re not. Right. When we’re thinking about codes, we’re thinking about efficiently entering data with consistent information. Okay, if you take a look on the right hand side, here, we see some pull downs, they allow me to have consistent ways for data entry, makes my job easier for data entry, makes it easier behind the scenes as well for all of the consistencies at hand. So we need to make sure that we’re tracking all of the important details to you. Every organization is a little bit different. These are our core fields on our contact data entry screen. And yes, we will be demonstrating that not to worry, right now we’re looking at the big picture. Okay, so make sure that we’re looking through literally at all the details, we can see from the very top when I entered this information. In this case, it was May 31. This task is due on Friday, June 7, what’s going on my activity, what am I actually going to do, it’s my live mid level intro call. And the big picture that is related to is my mid level engagement for this year 2024. All of these choices that will be later easy to report on because of these consistencies. And here, it’s assigned to me, and you can see the beginning of my notes, pretty important, because I’m going to refer to them when I start my phone call. So the notes that I have here in advance are going to help me later on. So it’s not going to be simply a mid level phone call coming from out of the blue. And if you look down on the bottom, here, I have a report. So this information laptop literally comes down into the report. So with all of these codes, and the setups that we’ve been talking about, helps my data integrity helps my efficiencies. And if I can possibly automate some of the tasks at hand, more power to me and to all of you. So when I’m thinking about some of the automated values, I’m thinking about using default values, I’m going to refer to that shortly. And when I’m thinking about other automations, I’m also thinking about Smart Actions. And we’ll remind ourselves about that in a little bit as well.
So it’s time to jump into the database, and we’re going to create a contact transaction together. So let me come into the database. And I’m going to click over here and let’s come into Channing Tatum’s record.
And here we are, and I’m going to come into Contacts and I’m going to add a contact
On the left side here, notice a couple of things before I even get started, I have today’s date as the default. I also have looked at this, the Assign sheet was already filled in, I didn’t even type anything into this record yet. This shows that and reminds me that I have a default setup that whatever I’m about to enter right now is already assigned to me because of defaults. And in the settings over here, we have an menu option that is called defaults. And my colleague, Sean McClellan is going to be talking more about default values later on. So let’s put in some information. I’m going to click in the jute age. And I’m going to click on my calendar icon here. And let’s say I have a task that is due on Monday, June 10. Fantastic. I’m going to what is my activity? How am I going to be performing this communication? Let’s do let’s say we’re going to have a mid level intro call. And I’m going to do like that example was before, it’s going to be about my mid level engagement for 2024. And I’m going to come down to my contact notes here. Best practice, we’d like to put in some notes about what we’re expecting to do anything that we might already know about this situation. So you know, in this case, for my phone call, I’m going to click Insert date. And I’m going to put in best practice,
we’re going to use our name or initials so that we know who actually entered some of the different in information. So I’m going to ask about involvements in our fall events.
All right. So what am I going to do here, I’m going to just click save
my mouse. There we go.
And we can see right here, everything on this top row, right is all about what I just entered. Notice on the left hand side, I have this icon, this is my calendar icon. If I click in on it, I see all the options available to put this task that is due on Monday, June 10, on any of my calendars here, whichever one I’m using. Now, if I click the Edit button, the pencil, I have in my ribbon here next to the save button, I also have the ability to add to my calendar. So these ribbon options are available once you have a Once you have saved data. So I have saved data, I have it available to me. So I’m going to leave my screen here on the home page. And I’m going to come back here. And let’s continue because you know what, we have something else to talk about regarding data entry. And data entry can also be done with DonorPerfect mobile. So if you’re on the road, you’re not in the office, you don’t have your computer with you. We encourage you to download the free app from the App Store. DonorPerfect mobile, and access permission to use DonorPerfect mobile is will literally within DonorPerfect itself. So if you’re not sure where to look, please ask somebody in your office to check your permissions to make sure that you have access to DonorPerfect mobile. One of my favorite parts to be honest about DonorPerfect mobile here is that when I’m in my contact notes session, when I’m adding a new communication, right, I finished a meeting, I go to my car, and I’m sitting in here documenting so I don’t have to do it later. When I get into the contact notes, I’m going to click on that, that icon for the microphone, and I’m going to dictate all my notes. And when I save it, it’s going to be automatically in real time, right and DonorPerfect. Fantastic. If you asked me really great.
We have our data taken care of. Now I’m thinking about reports, right, we need to talk about reports. So now I’m thinking about well, I need to set everything up, I need to figure out what I need to do. So the first thing I’m thinking about is all of my needs. So with my needs, I need to think about well, what do I need to report on? What does it need to look like all of the usual? What I usually ask everybody is what does this report need to look like? And that’s where I’m always starting from? So we need to think about? Does it need to be a formatted report? Does it need to always go to Excel because you’re the type that likes to manipulate the data yourself. Just think about literally all the different options that you need. So think about that, whether it’s a touchpoint to the organization of your data, just from beginning and end. What that report needs to convey to you to make sure that you’re analyzing the work that you’ve done, and the plans of the work that you need to be done. So all about the touch points because we know that we’re going to relate that indeed to some financial reports later on. So
Think about also whether automation needs to be a part of the plans with your reports, such as scheduling reports in case that is part of your DonorPerfect package, right. So think about whether you want to set up a report and later it haven’t been bookmarked on your dashboard. Lots of things to consider about the reports. So let’s go in and we’ve done our planning now, let’s actually go in and actually start in plan and see the reports themselves and take a look at our results. So thinking about all of our reports, we need to assess where we are certainly one of our goals in reporting from a financial as well as touch points. Again, our focus here is all this personal communications, are we doing our touch points? Are we reaching out based on the goals of your organization about how many touch points for certain kinds of purposes, right, we want to see if we’re reaching our goals? Do we have all of those needed touch points as we have planned, we need to find out whether we’re things what’s working well, what situations what processes need to be tweaked.
So we have several helpful reports, we’re going to start off with our contact calendar. When I’m looking at the calendar here, notice that the days of the month, are literally the due dates of your contact transaction. We also have in here who was responsible who was assigned the task. On this screen alone, I see Kelly’s name, I see Amanda’s name, they are responsible for that particular tasks, I see meetings, I see phone calls. So we also see the activity within that particular task. Well of these personal communications.
If you’re a custom formatted report type of person, you probably love easy reports. So easily. The bottom here is an example of a of an easy report that I created, I wanted to organize my report first by person, and then the particular kind of activity, and then provide some details. So that’s what I created. Remember, these reports are all at your fingertips, think about what you need, as I said before, what does that report need to look like? This is what I wanted my report to look like.
We’re also going to be showing that task at hand that you personally are responsible for, right, we’re going to show that which is on the homepage, within scheduled donor outreach, we’re going to take a look at the contact listing report, it’s going to show some details in a linear fashion about each of your tasks. And last but not least here dashboard reports because some of us forget that we can have set up reports ready for just click and ready to go set up exactly what you need to do. You don’t have to set it up each and every time that you want to generate that report to see where you are what still needs to get done. What’s been completed so far, depending of course, on the reports. So let’s now jump into the database, let’s actually look at some of these particular reports. That wasn’t just shown. So the first thing I want to do is I’m on the homepage. So I’m going to stay here on the homepage. Now DonorPerfect knows that I am logged in. So I’m looking right now as the scheduled donor outreach. And I’m seeing what is either past due due today or due in the next seven days. Remember, when I created my transaction, I set it up for Monday purposely because it will then show up here. But I see the past. I have a few things that I haven’t done yet. And then I’m coming to the section for this week. And I’m going to click here show context due in the next seven days.
And that way I have here, look at this. I have right here, Channing Tatum on June 10, exactly what I created before.
We have a lot going on here. Sometimes people look at this screen and they say wait a second. I’ve already done some of these, well, maybe you put in your notes, and you forgot to simply mark it as done. When you’re marking as done, we’ll put in today’s date as is completed. But you’re more than welcome to actually go back check your notes, make sure that you did indeed your memory is serving your right go in starting with your details and you can literally see what date your notes were in and put that in as the completed date. Super helpful. So your calendar remember might remind you of certain times of the day this is giving you the tasks that you still have outstanding overall that is behind today or in the next seven days. Now
Next, we want to come into the contact listing reports. And if we don’t remember where it says, and we can see it right here on my list, but I like to come into the top here and type in start typing in the name of my report. And here it is, I’m going to click on it.
And I am not going to have any restrictions here. So I’m going to leave that box blank. And I like to look at what’s coming up, I don’t want to just do what’s due today, the default date up here is the current date, I’m going to say let’s look at what’s due by the end of the month. So I have a bigger picture. Bigger Picture. Looking ahead, I am not going to include completed items, at least for this report. Right now, I am going to choose to put this in alphabetical order by the name of the prospect or donor that constituents themselves. And I actually want to look at everybody. So I’m going to actually click on all user IDs, not just my own. So I’m going to get a bigger picture of the of the tasks that are do not yourself. And of course, I have an optional title, I’m going to view my report.
And here we go. The columns are standard columns in this report, because this report is a straight standard report part of contract management. Note that all of these column headers are clickable. So we can click on any of the column headers, I asked for the sort order indeed, to be alphabetical. So it’s already in name order. One of the things that I like to do all the time is I like to come in here and make sure that all of the tasks are assigned to somebody that nothing fell through the cracks. So I like to click on the by whom, and I get to see it alphabetically, to make sure that that is actually the case. This particular report requires the due date. So you’re going to have to do it separate check to make sure all the due dates were actually filled in that field. So there’s a chance that you forgot to assign it to somebody. And that’s why I always want to make sure that it’s on somebody’s to do list, but you can use that the clicking on the column headers, one click is ascending to CLICKS HIS descending love to use this. And finally, let’s come into our dashboard. So I’m going to click on Reports and dashboard.
And here I am on my personal dashboard.
And notice I have my report section at the top here. And I thoroughly recommend your personal dashboard indeed to be right here, front and center. So what I did was I put a few reports here, and they are literally ready to go instead of setting it up on my you know, within the Report Center when I want to run them, they are set up here. Nothing else to do. So I’m going to come in here and I’m going to just click on the top one.
Who My apologies. Let’s come back in here. And let’s try it again.
Let’s
Can I do the second one? No, I, my apologies. But I will do a third choice. So one moment.
My apologies that I’m not sure what’s going on. And we will check into that in a little bit. So trust me, that report is ready to go all of the testing was was absolutely there for us. But let’s continue on. Okay, so we’re going to look at our checklist because you know what we’ve a lot to do. So I want to make sure that we follow what we need to do. So whenever we’re doing all these personal interactions, we need to make sure that we indeed document with intention. Because when we know what’s needed, we need to make sure we document that we take care of all of the details.
We need to make sure that we use all the DonorPerfect tools that are literally at our fingertips. So mentioned before we have default values that you saw that were in place already for assigning my tasks to myself. DonorPerfect mobile, we saw the convenience of using that Smart Actions can come into play, too. Sometimes depending on what actions and activity are going on. With your donors and prospects. You might have some contact transactions, some tasks created for you, the Smart Actions, and my colleagues are mean and Champa Taro, we’re going to be talking more about Smart Actions today.
And when it comes to reporting, we need to make sure we are current because when we’re current we get to assess what’s going on.
On in real time, right? We need to assess our efforts. What are we doing? What will we be doing? Just we need to always be the big picture to keep on task. I love my dashboard reports. Because what are we doing, we need to take advantage of all these functions at our fingertips. Dashboard reports, certainly one of them have those reports ready to go. I also liked the idea if you have if you happen to have scheduled reports as part of your donor, perfect package. schedule reports are great, easy to read, all of those custom easy reports are all available to be scheduled. If you have scheduling as part of your easy report package, take advantage of that daily, weekly or monthly reporting option.
So I love the thought of keeping on top of all of our touch points they’re on, they will undoubtedly spark internal and supporter engagement, right, we are building communication within our organization, as well as all of our touch points with our community with our supporters, right. So we’re going to really impress them. When we have that, that centralized communications documented, we’re going to get to see all of the touch points, whether it’s your own or a colleagues, and that’s going to really wow, everybody else, they’re going to be very impressed for sure.
I want to thank you. We stand be fought beside all of you as you set yourselves up for success with organized test planning, notetaking, and regular reporting to keep you on track. So you have all the tools at your fingertips. And we look forward to hearing from many of you use your success stories of setting up and later evaluating your touchpoints your goals, everything is going to really benefit you by the end. And that’s what we’re here to help you do. So thank you so much. And whether it’s cultivating or stewardship status, we’re here to help you all along the way from the thought process to data entry all the way through to the reporting end. So thank you so much. And Shawn, do we have any questions from our audience?
Great presentation. Janet, we have plenty of we have plenty of questions. And if any of Janet’s clients are in here, you heard it here. June 10. She’s meeting with Channing Tatum. So she’s busy that day. She is She has plants.
Speaking of which, when you did schedule that touch point for that interaction? Katie sharp is asking how exactly would you define a touch point?
A 20 touch point is that interaction, it’s that communication? So in this particular case, so I appreciate the question, because I feel it’s very relevant to all of what we do. In my case, I’m saying that I have a phone call to make. So imagine that we are building a relationship, in this case, lucky, a chain of Channing Tatum, right. So whether it’s a phone call and email, whatever it might be, we’re building that communication, because we’re building that relationship. So all of this, whether it’s a group email, or whether it’s a targeted group, for whatever the purpose might be to invite for a tour that I mentioned before, whatever it might be, join us for something going along this journey. So it might even be to a prospect, that doesn’t know very much, but we have a community program going on, come and learn more, learn more about how we are doing such good work in the community. Right? We’re going to be at a certain place at a certain time. Come join us. Here’s all the information.
I hope that helps. Make sense. Makes sense. And in that same vein, if we are if we are defining a
communication, it is called mailing code.
Yes. Wow, that could be a little bit misleading. I’d like to think about the mailing code as a large umbrella. So if you are thinking about gift, the gift screens, we think about a large umbrella before all the details of that our efforts. Think about this sort of the same way my mailing code is in this case, my touch point first. And look at this my efforts, my communications might be related to my full Gala. It might be related to my GivingTuesday right, my lapsed donor appeal, my major donor engagement, think about the big picture of what this particular communication is all about. I’m going to add to this before we go on to the next question, Shawn, I want to say that a lot of people like to use the same codes between mailing code and the solicitation over on the gift screen, because often we do a mailing let’s say for our we’re almost at the summertime so you might be getting a summer mailing or summer appeal going. So my touch
point here, my mailing code here might be my summer appeal 2024, my solicitation code could be the same summer appeal 2024, we might even choose to use the same code in two different fields, we get used to what the codes are quick recognition. So again, it’s the big picture here. And it relates directly to hopefully, a lot of those are going to be coming gifts. And we’ll have that documented on the gift screen as well. Make sense? A very organized way to do things. Exactly.
I have another question asked by anonymous user.
If a team member creates a future task for themselves to contact a donor that leaves the organization, is there a way for that task to be transferred to another team member? Or would that task be lost? Wow, fantastic question. The answer is, of course, we can look at that. So one of the things we need to always think about are some of the tools. And again, reach out to your trainer or those our Seller Support Team, either stellar stellar teams, right, we’re going to help you with that one. And we’re going to remind you that within our utilities area, we have something called Global update. And if you are literally replacing somebody, I want to take all of those outstanding, right? Think about what’s outstanding, the completed date is not filled in, and it’s assigned to that person that you are replacing. Okay, so we’re going to look at the open transactions assigned to that person. And we’re going to use this utility for global update to change the designation from the predecessor to yourself.
Excellent. And, by the way, I should add, we have a webinar on that topic. Join us to the webinar on global update.
Excellent. And going back to the reports that you were showing earlier, Nicole, Noel is asking, is there a way to filter what contacts we see, they sent a lot through Constant Contact, and it has a lot of records on the contact screen. And she’s hoping that they could filter them out and see what she just personally answered. Exactly. So I just pointed here. So thank you, Shawn, for explaining that said thank you as well for the question.
We see right here that constant contacts campaign is an activity. So remember, whenever you’re doing filters, whenever we’re restricting the data that’s going into report, we need to know what restriction it is. Where is that restriction coming from? So the answer is we’re going to filter out we’re going to say that the activity is not equal to the constant contacts campaign.
Then run your report.
Easy peasy way tool that Exactly, exactly. Right, excludes all those automated emails, touch points that are present. Amen. Exactly.
Joy, joy, Westin asks, Does the calendar show contacts that were already made? That’s what Joe is more interested in tracking? Rather than scheduling contacts?
I’m trying to understand the question, when you say already made, does that mean already completed? already completed in the past? Right. So the context? Make sure I understand the question is on this screen here, that it’s already finished, we have the contact calendar. Oh, yes, we can include let me come into reports and Report Center. So if I come in here, here’s my contacts calendar. And a by the way, our these two the contact listing in the content calendar or both in the other reports folder, and the contract calendar.
We can say we can look here, and it will actually come out in black when it’s completed instead of that blue or red is going to come out in black that it’s already completed. So we’re good on that. Very good. Excellent. Well, we are actually almost out of time. Thank you to the audience. Everybody has been very engaged and asking a lot of great questions. So just wrapping everything up. Thank everybody for you know, thank you all for attending the session. We hope you had some great takeaways. Next up at 1150 are our DonorPerfect senior Training Specialist, Arlene Lesi with Spark more donations through timely connections, and Amanda to dren ski with Spark better results using powerful reporting features. You don’t want to miss it. We’ll see in a few
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