The course showcases a walkthrough of the onboarding process and features of the nonprofit software platform. The key points covered include the 90-day onboarding period, the availability of webinars and recorded tutorials to help learn the software, the process for setting up payment processing and integrating donation pages on the organization's website, the different communication tools like email, text messaging, and forms, and the various tabs and features within the donor management system.
The trainer emphasizes the importance of utilizing the extensive help resources and customer support team to ensure a smooth transition and successful use of the software. Overall, the training provides a comprehensive overview of the onboarding and support available to help the organization become proficient with the software.
Setting up Your Organization for Success Presentation Slides
