Moves Management Training Webinar

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Moves Management 101

Set up your database in a way that cultivates contacts into full-fledged donors. Define the stages of your donor journey as well as actions required at each step.

Download the Moves Management 101 handout and slides

Moves Management 201

Join us as we walk through live examples of finding the contacts to send through your established moves, setting up reminders, and keeping it up to date. We’ll also show you how the integration with DonorSearch can get you started on the right foot.

Mass contact updates to assist with Moves Management

When you build reports to find the contacts you plan to send through your moves, export them to Excel, update any fields necessary to mark their prospecting status, and then use the Excel Import tool to bring those changes back into your database.

Additional Links

Send mass emails from within DonorSnap
Print mail merge letters for a group of contacts
Run the Contact Profile report to print call sheets

Last Updated On October 22, 2019