The webinar covers leveraging data in the organization's donor management system through the use of filters. It begins by discussing smart segmentation options, including groups and custom fields, and how they differ from dynamic filters. The presenter then demonstrates creating and managing filters in both the contacts and giving tabs, highlighting the ability to save and reuse filters, as well as apply bulk actions based on filtered results. Specific examples are provided, such as filtering for donors with a mobile phone number or those who have given over a certain lifetime donation amount.
The webinar also covers techniques for handling date ranges, grouping multiple criteria, and exporting data based on filtered results. Throughout, the presenter encourages the attendees to explore the various filter options and leverage them for communication, reporting, and data management purposes. The session concludes with a Q&A segment addressing questions on topics like creating date-based filters and utilizing the direct mail functionality.
Leveraging Your Data via Filters Presentation Slides
Apricot · 35 Mins · For: Advanced
Leveraging Your Data via Filters
Session Description: Create financial reports and build segmented lists for targeted outreach.
Audience: Advanced users
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