CRM and Marketing Platform

20 articles in this collection
Written by IsraelGives - ישראל תורמת

Introduction: CRM and Marketing Platform

crm, email, marketing

Written by IsraelGives - ישראל תורמת
Updated over a week ago

What is a Donor and what is a Lead?

Written by IsraelGives - ישראל תורמת
Updated over a week ago

Webinar: Platform Demo

Written by IsraelGives - ישראל תורמת
Updated over a week ago

Leads and Prospects

My Leads

Written by IsraelGives - ישראל תורמת
Updated over a week ago

Add and Edit Leads

Written by IsraelGives - ישראל תורמת
Updated over a week ago

Lead Lists

Written by IsraelGives - ישראל תורמת
Updated over a week ago

Import leads and mailing lists

Written by IsraelGives - ישראל תורמת
Updated over a week ago

Donors and Donations

My Donations

Written by IsraelGives - ישראל תורמת
Updated over a week ago

My Donors

Written by IsraelGives - ישראל תורמת
Updated over a week ago

Donor Profile

Written by IsraelGives - ישראל תורמת
Updated over a week ago

Donor Groups

Written by IsraelGives - ישראל תורמת
Updated over a week ago

Import Donors and Donations

Written by IsraelGives - ישראל תורמת
Updated over a week ago

Marketing

Email Marketing Platform - Introduction

email marketing, newsletter

Written by IsraelGives - ישראל תורמת
Updated over a week ago

Create a new newsletter

Written by IsraelGives - ישראל תורמת
Updated over a week ago

Results and Revenue

Written by IsraelGives - ישראל תורמת
Updated over a week ago

Overview: Setting up your mail server

Written by IsraelGives - ישראל תורמת
Updated over a week ago

Step 1: Set up your AWS mail server

Written by IsraelGives - ישראל תורמת
Updated over a week ago

Step 2: Connect your AWS account to Giving.Tech

Written by IsraelGives - ישראל תורמת
Updated over a week ago

Other features

Custom fields

Written by IsraelGives - ישראל תורמת
Updated over a week ago

Bulk import - special values

leads and donations

Written by IsraelGives - ישראל תורמת
Updated over a week ago