CONVIO TRAINING 2 Constituent 360 Team Raiser Agenda

CONVIO TRAINING 2 Constituent 360 & Team. Raiser

Agenda 1) 2) 3) 4) 5) 6) 7) CRM vs. e. CRM What we Migrated and what we didn’t Roles – 2 Logins Duplicate cleanup Security What EDs can do How data is stored – Constituent 360 vs. Team. Raiser • Constituent 360 – Drilled down • Team. Raiser – Drilled down 8) Benefits of the new system 9) Who is Who – How 360 Identifies people based on name and email

Benefits of Convio SAA: What is Important Will Convio Help? Efficiency This is not a CRM (Constituent Relationship Manager). It is an e. CRM. It is intended for managing event participants and event donors as opposed to managing donors of major gifts, etc. Better for grouping, segmenting, storing event related info than anything else. Security Multi. Center will ensure that security operates more smoothly than before. Database Management Duplicate searches and cleanup are better.

Raiser’s Edge Convio Raiser’s Edge Start in the Constituent record to find all data about events, donations, etc. Biographical Info Donations Events No Summary Information about a participant’s performance Convio Attributes Start in the Constituent record to find all data about events, donations, etc… Go to Team. Raiser to find information about that fundraiser’s performance. Constituent 360 - Biographical Info Transactions Interactions Team. Raiser Includes performance summary of individuals, teams, donor lists Groups

Before we go into 360 1) CRM vs. e. CRM – RE was great for donors but not as great for events 2) What we migrated and what we didn’t We were able to migrate • All constituents • Historical event info 2008 – 2010 • Historical gift info from 2008 – 2010 • Attributes – now groups, interests and custom fields We were not able to migrate • Gifts and events prior to 2008 • Usernames and Passwords from the old site • The following gift fields: appeals, notes, soft credit 3) Roles – Each of you will have a separate username and password for you admin role. SAA to provide. 4) Duplicate Cleanup – How we did it 5) Security & Multi. Center – It will operate the same way RE did 6) What Eds can do in 360

The Convio Back End Constituent 360 How you will look up basic biographical information, a list of events the person has participated in, their donations, groups, etc. 1) Profile Tab: Biographical info, username & password, accept mail, transaction summary information, change / reset password, find duplicates. • Email required field: fullname@saa. com if they don’t have an email • Org name: First name: No. First. Name Last name: Company name 2) Email Preferences Tab: Project for year 2 3) Groups Tab: Automatically generated groups vs. manually generated groups 4) Interactions Tab: How to filter, sort, and get more information 5) Transactions Tab: Donation information, how to sort, soft credit. The only gifts that appear here are “confirmed. ” • Gifts are either cash, credit or check • Gifts are either online or offline • Gifts are either confirmed or unconfirmed

The Convio Back End Team. Raiser Individuals - How to track the fundraising and activity of participants within an event. 1) Finding the Team. Raiser you want 2) Search across this or all Team. Raisers 3) Important Fields: Username, distance, total raised 4) Edit Constituent 5) Add a person to a team 6) Make Inactive – Remove Team. Raiser Teams - How to track the fundraising and activity of teams within an event. 1) Teams Tab 2) View Team Goal and What they raised

Researching Unconfirmed Gifts 1) Remember – participants cannot enter offline gifts now 2) “Unconfirmed” gifts do not appear on a transactions tab… They sit within the Team. Raiser until they are confirmed.

Benefits of Convio 1) Everything kicks from the web to 360 in real time 2) Better duplicate management 3) It is accessible through the website. Nothing to download