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CRM and Marketing Platform
CRM and Marketing Platform
Introduction: CRM and Marketing Platform
Integration between platforms
What is a Donor and what is a Lead?
Webinar: Platform Demo
Webinar: IsraelGives CRM and Marketing Platform
Webinar: Donation Forms and Payment Processing
Leads and Prospects
My Leads
Add and Edit Leads
Lead Lists
Import leads and mailing lists
Donors and Donations
My Donations
My Donors
Donor Profile
Donor Groups
Import Donors and Donations
Marketing
Email Marketing Platform - Introduction
Create a new newsletter
Results and Revenue
Overview: Setting up your mail server
Part 1: Set up your AWS mail server
Part 2: Connect your AWS account to our platform
Other features
Custom fields
Bulk import - special values
