46 MINS
FLOW – Events to Engagement: Turning Attendance into Donor Momentum
When done right, fundraising events bring energy, momentum, and valuable data to your mission. This session shows you how to capture event participation inside DonorPerfect and transform it into meaningful follow-up campaigns, segmented outreach, and measurable impact. Learn how to maximize fundraising revenue by turning event engagement into long-term donor relationships and growth.
Events generate rich engagement data that often goes underused. This session shows how to turn participation into long-term donor value, a critical shift as nonprofits seek higher ROI from events.
Categories: DPCC, 2026 Archives, Getting to know DonorPerfect, Expert Webcast
FLOW – Events to Engagement: Turning Attendance into Donor Momentum Transcript
Print TranscriptOkay, good afternoon. My name is Lori Skipjack, and I am the implementations operations manager for DonorPerfect. Welcome to Sean’s session called Flow Events to Management: Turning Attendance into Donor Momentum. This session is considered intermediate content. Sean started working for Read More
Okay, good afternoon. My name is Lori Skipjack, and I am the implementations operations manager for DonorPerfect. Welcome to Sean’s session called Flow Events to Management: Turning Attendance into Donor Momentum. This session is considered intermediate content. Sean started working for DonorPerfect in 2020 as a technical support representative, while assisting our clients in that capacity, he discovered his true passion, teaching our clients how to make the most of their system and be the best they can be. Now, through Zoom live webinars, conferences, and in-person training, Sean is thrilled to help our clients from all over the world in his free time. He enjoys anything the great outdoors has to offer, gardening, hiking, camping, and kayaking, just to name a few. I’m kind of jealous of that garden, not gonna lie. He can usually be found with his trusty companion, Athena, a five year old Weimaraner he rescued. She’s absolutely adorable. So, before I get started here, a few housekeeping items. Please submit your questions in the Q and A tab, so we can address them after the session. And again, all sessions are being recorded and will be available on the DonorPerfect website after the conference. So, Sean, you are all set.
Thank you, Lori. Thank you so much, and thank you for singing my praises about gardening and dog ownership. I’m gonna have to stop myself from talking about dogs and how well my tomatoes are doing this year, but hopefully everybody is enjoying the good weather and the outdoors and getting some gardening in. Hello, my name is Sean Patero, training specialist here. Don’t hate the goose, hate the silly. We like to have fun around here sometimes, and it is the season for fun right now, coming into event season. And howdy, friends. Before I dive into it. I had, I do work one on one with some people. Hey Gabby, hey Anissa, hey Katara. Good to see everybody, and talking about events today, event flow within DonorPerfect, you and error with me here, ah Ah, here we go. Lost my notes, but I have found them, so I don’t have to ad lib for 40 minutes. When done right, fundraising events bring energy, momentum, and valuable data to your mission. This session shows you how to capture event participation inside DonorPerfect and transform it into meaning follow-up campaigns, segmented outreach, and measurable impact. Learn how to maximize fundraising revenue by turning event engagement into long-term donor relationships and growth. Starting off with a problem, most event data sits in a spreadsheet; it might be siloed in a separate application elsewhere, and it’s going to lose its warmth within 48 hours if we don’t do anything with it. Our goal would be to move from that transaction, say they bought a ticket, to transformation, having them join our mission, and here our success metric is going to be to improve second gift conversion rates for event attendees, so how can DonorPerfect help? I’m glad you asked. Let’s look at some of the possibilities. Welcome to Events Management, one place in DonorPerfect to see critical event details. We’re not going to be doing a full demo of events management, but I do want to give you a peek at it within DonorPerfect. As always, DonorPerfect is at its best when it is your virtual representation of your nonprofit’s success for all tasks and events are no exception. We can find the solution for events in the white ribbon at the very top by going to the tasks drop down menu and selecting event management, so. From here we have a breakdown of all of our historical events, but let’s look at our more recent one, our gala 2026 by editing it with the blue pencil, and here broken down along the top we have all of your different sub functions that you would need for an event flowing from start to finish, but starting at the beginning, we have your event details, the most important information about the event. When is it? What is the solicitation code going to be? We’re going to see more of this. This solicitation code is going to be key to keeping us organized for reports and goals. We also have opportunities to track expenses as well. Normally, that is an accounting feature, but we’re able to keep track of that all in one place. And while the report center still is going to offer all of the robust reporting options that you know and love, we don’t have to even leave event management to get all those details, we could just click on the event analysis report to get all of that aforementioned data in one place with one click. Moving along the top, we have our option to invite folks, where we could go one person at a time, or we could be using our selection filters anywhere in DonorPerfect. We could be segmenting all of our data down to a certain group. We are going to have our handy dandy selection filters, which the creation of, which is not today’s topic. I have some prebuilt selection filters doing what they do. I have one here to invite all of our recent donors. Everybody who has a last gift date that is recent is going to be included in this.
From here, we can look everybody up, select them, and deselect if there’s somebody that we don’t want included, and at the very bottom we have our options for exporting this mailing list, or if we have those Word documents ourselves, you could just be merging them with the instant merge button for creating those invites and getting everybody in the mix from there. Once everybody has been invited, we can then go to the next tab, which is manage responses. From here, all of our potential attendees can have their statuses changed from attending to not attending or paid. We can make payments directly from here. There’s no need to go to anybody’s profile, although you could be doing that. There’s many different ways for us to be getting this information in here. We could also be charging that payment right here, or even creating pledges. And once we have that event registration money, we can get our guest list. Who is going to be showing up now? Really, only the person who is actually paying for that sponsorship, or the ticket, or the donation. Only that person is going to have a constituent profile in DonorPerfect. Any of the guests for these groups of these registrants will not automatically have their own profile when guests happen in event management, they stay in event management unless you want them in donor perfect. Pretty easy to edit one of our guests, we can see Albert and Steven have their own donor IDs, they’ve paid, they have their own profiles in here, but not necessary to have all of our guests in here, especially if we don’t know that information. We could always consider taking a little extra effort to get that full guest list, so that we can translate guest of Albert into their very own constituent profile that we can engage with later on. Lastly, we have tables and teams acting as our guest list. This is where you can finalize table arrangements for galas, for foursomes for golf or pickleball attorneys, and rearranging folks is as easy as clicking and dragging on the right. We have our different tables that we can put people at. Anybody that’s on a sign shows up on the left hand side, and once we have everybody organized, we can have our tables and team report to show our guest list as people are coming through the door now, while events management does guide us by using the solicitation field from the gift screen, in this case Gala 2026 that field is being used to unite all of our event gift data opportunities to capture high value. Data can be found in many places throughout the entire constituent profile, and donor perfect. This information is often found in coded fields, flags, donor interest, donor types, general ledgers, campaign solicitation, subsolicitation, maybe even fields that you have created that weren’t there before. These coded options are everywhere, but for now, let’s focus on the gift coded fields. This data can be entered manually, but as much event giving and registration is done online nowadays. It can also be tucked away into an online giving form as hidden data that then lands in DonorPerfect. The value of this high-value data is you will be able to have that for the future to create targeted reports and appeal lists beyond just the date and the amount. How exactly were they coming to us? This will also allow us to set goals if we’re being organized and we’re labeling everything the same way, we’ll be able to accurately keep track of our goals, so and let’s take a look at some of these goals. Events management module does have its very own goal thermometer, where we can see we’re 26% of the way there, but what about my other efforts? If we go to the homepage, we actually have the opportunity to track anything that we want, really. If I go up to the white ribbon at the top, we can click on the house icon that says home to go to our homepage, where we have up to three different goal trackers that you can have. Let’s take a look at our fiscal year event tracker.
I can click on the three dots at the top right and click on edit, where we can see that it has a name, certainly it has a monetary goal that we’re trying to reach, and a time frame for our fiscal year where we’re going to reach this goal, hopefully we’re well on our way, but what is actually making up this $41,562 It is not just our gala 2026 but other events. We can see different fields from the gift screen here: solicitation, campaign, general ledger sub solicitation, but in this case we’re using the event field to stay organized, or the solicitation field to stay organized. Let’s look at an example of such a person who is helping us out here with our goal, that gala 20 26 code is pulling many, many gifts into here, and we can find it on one of our loyal constituents. Going up to quick search here, I have Roberto Handy, who is one of our – he is one of our training specialists, but in this example he is also one of our most loyal donors. Moving over from the main screen, we have the gift screen, where we can see all of his financial history. And here, let’s take a look. We see Gala 2026 pretty recently. If we click edit next to this. We can see the same exact solicitation that was in events management. It’s the same exact solicitation that is on the goals. It is the same solicitation that would be online labeling those transactions, the same exact solicitation that we should be adding if somebody is sending in cash or check or can’t fill it in online, everything conforming to our data entry best practices, which, as a disclaimer, you may be recording your data using different fields, that is okay too. Not here to say anybody’s ever doing anything wrong. If you have it set up differently, there are pros and cons to entering data in certain fields. Really, as long as you’re entering data consistently, you can find it consistently. Say, instead of solicitation, you’re using campaign. Hey, as long as you always use campaign, that’s okey dokey for us. Our consistency is the solicitation field. There are pros and cons. We’ll see more of that going back many different years, going back to at least 2018 Last year was Gala 2020 Five next year will be Gala 2027 so on and so forth. Then, while not always necessary, the subsolicitation coded field is super, super handy because it allows us to designate revenue streams. Yes, all of these transactions are under the umbrella of gala 2026 but very specifically, we’re not seeing ticket sales or a sponsorship. This was a donation, so say if our sub solicitation, not always needed, but when we got a lot going on, like at an event, definitely a opportunity for that, I Okay, now that we’ve looked at different ways that we can get financial data into DonorPerfect, let’s take a couple of minutes on how to capture the touch points, the human interactions that we’re having. Yes, the money is important, but we want to be capturing these connections that we have with people, this place is called Contacts. This page within a constituent profile can be populated in many ways, but as we think about engagement around events, this can be done when invitation lists are created out of events management. If you’re using our friends at Constant Contact, I hope you are email campaigns will be sent through that. Perhaps we have reminders, or maybe we don’t have their email. We could also do direct mail. We could even be recording RSVPs, and hopefully thank you notes. Out of all of these, the very least, I hope we are capturing thank you notes. Let’s go back to Roberto for an example, and moving away from the gifts, two tabs over on the constituent profile, we have the contact screen where we have past and future touchpoints, as we scroll through, we can look at the activity field to see what types of communications we’re having, telephone calls, video meetings, and we can even see the invitation for the gala 2026 that Roberto was a part of. Here, any type of interaction that we would have, we would be labeling it or recording it on the contact screen. There is one common site, though, that I’m not seeing.
We have a lot of different options here, but we’re not actually seeing that Roberto has been a part of anything to do with Constant Contact, which you would benefit from using if you have that in your package. Our friends at Constant Contact have mastered the art of mass email communications. This free add-on is your best friend, and it can be found in the mailings drop-down. The very first option here is Constant Contact Email. Here, on the first tab, we can see all of your email campaign results. How successful we were, how many were opened or bounced, or even forwarded. We can see those results right from the first tab, but the real power of this integration lies in the list management tab within Constant Contact. Well, on the donor perfect side, list management is where we can create lists that flow from donor perfect into Constant Contact. Here we have a whole bunch of different lists, each of which have a selection filter, that same selection filter that is everywhere in DonorPerfect, same exact backbone of new email campaigns. Right here, we can just as easily create one. Let’s do my invite list, which earlier we might have done as a mail merge. Here, we could also get the word out by using our selection filters. Here, let’s just, we use the same group, looking for recent donors, and from here we can preview new constituents before creating that list. Once I click create list, all of these names and emails and additional information flows over into Constant contact.com where from there you can send out your good looking emails. Once it’s created, this dynamic list is going to update every single night at midnight Eastern, but not everybody has email, and a lot of audiences do respond better to physical. Communication, so what about that scenario? We still got you covered, and it’s still in the mailings drop down. Back to the envelope for mailings, we are going to go down to mail merge, and here my selection filter has followed me over as they are want to do it is the instructions that we’re looking for, and it’s helpful in this case. I am still looking for the same group, and because the selection filter is here, deciding the output mail merge really is essentially a report, but it just has the options that you need for direct mailing at the bottom, just like in create invites, we have our options for creating mail merge files or Excel files to go off to the printing company, or instant merging if we’re designing these Word documents ourselves, and then lastly, if we have been successful in all of our efforts and we’ve had a successful event. The last thing we should do promptly is get out some thank yous. As always, the longer that we wait to acknowledge our appreciation, more likely people are to forget about us, and the receipt module is going to be your tool for making sure that people know that, yeah, that you’re grateful. In receipts, it is waiting for all of our new gifts that haven’t been thanked. I’m going to work on my gala thank yous right now. So, I’m going to unselect letter, and I’m going to commit a taboo, something that I know all of you would not do. I’m just going to click on generate receipts, because I have limited time here. But normally we want to run a browser report to double check, make sure that everything is in order for me. I’m just going to click on generate, because I looked at that report earlier. I know that I have gala thank yous waiting for me, and a whole bunch of other thank yous too, which I could certainly process all as one big group, but just selecting my gala thank yous from here, we’ll preview these, and gonna break the fourth wall here, these are not real donors. A lot of the people in this database are colleagues. Nobody’s actually being thanked. If you were doing this for real, please take some time to scroll through these and make sure that they’re correct. I have 38 emails, no way to call those back once they’re through. Scroll through, make sure everything looks good before we click next. Send email receipts, and then for reporting on our success, beyond whether or not they attended, did they attend, did they not attend?
There’s many different ways that we can segment our constituency to locate different areas. We could be focusing on VIP or major donors, folks that have a high capacity, maybe they are frequent attenders, maybe they have large gift amounts, we could also be focusing on new prospects. Maybe it is their first time attending one of our events, but they have no previous gifts. Or we have this last group, the lapsed at-risk group, past donors who attended, but have not given a gift lately, and this is something that a lot of nonprofits struggle with. This is the at-risk group that I’m going to go with for our next example. But what does one look like, and how do we find them? And a general tip is to start off on the constituent profile screen. I have an example of such a lapsed donor. It is not Roberto, it is Joseph down here. Everybody has their own definition of what lapsed is, and anytime you’re looking for a group, good idea to start off on an example of what we expect to see in the output, and this is certainly a good example for somebody that is at risk. Right at the beginning, we can see in the donor profile at the top that we have a last gift date that is well over a year ago. We can also see that the total of gifts is only one, and with just some of these data points at the top, we can start to see a bit of a pattern, but if we scroll down further, there is a section called Giving an Engagement Profile that is extraordinarily helpful for running reports and getting to. Different segments, cumulative totals, and values of recency, frequency, and what their monetary value is. Since everybody does have their own definition for what lapsed is, or what recent is. Earlier, I was using last gift date to find all of the recent gift dates. Here in this example, it has been a couple years, so if I were looking for my lapsed donors instead of looking for recent dates, we would just be looking for older ones. Certainly, number of gifts is only showing one too, that’s problematic. We could use this value to narrow dim, narrow down on these folks. We could even use a field like maximum gift amount to find our lapsed donors that only gave one gift, but that maximum gift amount is, say, $100 or more from there we can even specify, well, what was that event? They have one gift on there, but what was the solicitation that they went to? Any segment or any group that you have to find is going to start off with knowing what that output looks like, and my app, my at-risk group, as my definition is going to be using a few of these fields once we know what our fields are going to be. Well, what we need now is a selection filter to select that group, and for this group we’re going to go into the report center, I did just dive in here with a bunch of examples, mail merges, Constant Contact, but before you dive into any of those lists, good idea to maybe run some reports using those selection filters, just to make sure that we have all of our ducks in a row. Specifically, we’re going to be going to the listings folder on the left-hand side, and I’m fond of the constituent summary report, and with these reports, it is a little bit more than just your selection filters, you have the ability to include or exclude no mail names, and if you are comfortable with selection filters, that is what I would encourage you to use to find your group, but most of these reports do have on the sidebar quick fields for you to use. I am going to be using my selection filters to find my at risk group, and now my selection filter following me is now getting in the way. So, let’s remove it. We can click on the blue x to remove it. I’ll say yes, and then we are going to apply with our brand new selection filter. Check out our on-demand webinars. We do have a lot of great content about how these selection filters are made from scratch.
The reporting capabilities in here are incredible, and selection filters are so, so helpful and necessary, really. From here, if we click run report, so this is my at-risk group for folks that are lapsed, we can see that this particular report. Let me hide the sidebar. We can see last gift date, certainly everything is over a year ago. Number of gifts is only one, and if we were to look at any of these profiles, I also did specify to find me major one-time donors that gave over 100 and since they all only gave once, we can see that that is true, because this report is showing us some of those cumulative totals. Same filter, same mechanism everywhere in DonorPerfect selection filters, they’re your best friend. And now we don’t have enough time in our session to go into detail, but let’s talk about some of what should happen in the 48 window after an event. Timely thank yous are definitely always important when us adults often have a short attention span. Let’s send a thank you for coming, or for the folks that weren’t able to make it, we could send a sorry, we missed you through Constant Contact. And also helpful to have segmented thank yous, have a special acknowledgement for the special sponsors, that’s a little different than the thank you that you might send to a ticket buyer or a run of the mill donor. Also, make sure that we’re using gift codes to capture what we’re doing beyond dates and beyond amounts. Some of these fields might not be required for you. You don’t always have events management to tell you to. Use this solicitation field to keep track, but the gift codes are going to keep you organized, and future you and your future colleagues and beneficiaries are going to thank you for putting this detail into the gift screen. And with this knowledge, we can nurture those unique connections to help foster future relationships. From there, we can even parlay our event attendees for future buy-in for our monthly giving programs. And lastly, you might consider moving data into action. Did we find out that our event attendees love dogs? Then, if so, we could use a global update to tag all of the event attendees with an interest attribute in that area, so that we can find them in the future. And our last demo for the day, before we wrap it up with Q and A. How do we actually measure our return on investment? There’s many reports in the report center, but I’m going to focus on two for now. One of them is the solicitation analysis. That solicitation field that I have been talking about this whole time does have its very own report, and that is one of the pros to using that field. And then we’re going to look at our most advanced report for looking over several years. What is our donor retention? Are we reactivating donors? Do we have an attrition issue? That’s the comprehensive report. But let’s start off going back to reports and report center, do Where we’re moving away from listings into financial reports, and now these reports should have a yellow star there for us. They should be somewhere near the top. If not, you might, you need to use the search bar at the top right. And because me, as a user, have ran them recently, they are right at the top. Let’s start off with solicitation analysis, and we are defaulting to a date range of this fiscal year, that’s a good start. I’m actually going to remove the selection filter, not looking for those folks anymore. Really, just want to highlight the solicitation, and if we are using it, how helpful that can be. So, no selection filter this time, not being too specific, just getting a date range, so that when I click on run report, what we are seeing is all of our solicitations for the fiscal year that I put in there. We can see all of our events, we can also see our appeals, and if you are using the solicitation field and you are tracking appeals. You can even add on to that code how many were mailed or how many that were emailed.
For our 2026 appeal, it looks like we mailed out 500 We only had 14 responses, giving us a response rate of 2.8% 2.8% Scrolling over to the right, we also have another opportunity to track expenses and our goals. Over to the right, we can see how close we are. Since the homepage is limited to those three different goals, each solicitation can have its own goal, and scrolling through would not be unusual to see prior years of annual appeals, even in your very real databases, especially if we have monthly giving programs where that donor retention is going to be closer to 90% month to month, maybe year to year. Yeah, they might have started a couple years ago, and they might still have buy-in for us. And, of course, if we did want to be specific, we could use our selection filters, where I have one pre-built that’s looking for all of our galas. Now, these people, some of them are real, it’s not real money, but we’ve had this database going back to 2018 and I have a selection filter here that is looking at all of those different galas going back several different years, but I made a very common amateur mistake. I forgot to delete my date range. The sidebar is always using those fields and the selection filters, so limiting to the fiscal year. I know I have galas going back many years. The oldest was from 2020 Too, because that year we had a monthly giver that is still going this current fiscal year. Now that the date range is removed, now I truly am seeing all of our gala breakdown going back many years, and one of the other benefits with this report, too, is it has a chart. Next to run report, we have our output options: Excel, Word, PDF, or view as chart, if we wanted to see a pie chart, and if we need to take a step back and look at the big picture, look at everything, not just certain solicitations or certain fields. There is a financial report that’s going to help us out with that. It is called the Comprehensive Donor Revenue Analysis Report. It’s a mouthful, I’ll call it CDRA sometimes, just to save time. Comprehensive Donor Revenue Analysis, when we open it up, we don’t have the sidebar with all of those fields. We do have a selection filter if we need it, but I don’t need it right now. So, I’m going to remove it. I’m going to leave the ending date as today, and in output, I’m not going to print, put it in Excel or Word. I’m just going to click on screen and okay, so that I can see the results and donor perfect, so and now based off of my ending date, which I left as today, six three, we have our current year stats. So, for the last 365 days, we’ve had 189 donors, compared to the prior year, where we had 123 in the prior year, and those are just our active donors who actually donated in these time frames, but last year of those 123 it looks like in our retain section we were able to hold on to 86 of those folks from last year, giving us an outstanding 69.92% retention rate, it then also gives us the third year. It’s always three consecutive years, and showing us differences between in the last column. And while you can use selection filters to find those active donors to find retained donors from one year to another, we don’t need a selection filter for that. We can just do that in the comprehensive donor revenue analysis, quickly get retained donors, even brand new donors, or even reactivated donors, donors that we lost and have come back. And, of course, our attrition section, some food for thought. There’s a group down here of number of two year donors that were lost from last year. Any of these numbers in blue we can click on and drill down into to see more information. And wrapping up with some tips for success, audit your gift codes before the event. I should have underlined before making sure that we have the digital categories to put all of our real world efforts in is very helpful, so that we’re not doing it last second.
Also, if you are more than one person, if you have a group of people that are doing data entry, even more so. We want to get that established before the event, so that everybody’s entering things the same way. We can then find those things the same way. Also, consider collecting that guest information. The more information we have, the better. Sometimes we might be limited to guest one of Shawn, because Sean didn’t know who was free that weekend to go to the gala. Sure, but if we are able to get that guest list and some contact information, we can then parlay them into their own profiles, and if they have their own profile, maybe they even have their email address on there. We could be automating these follow-ups to save ourselves some time if we’re using Constant Contact and wrapping up with some key takeaways. Yeah, you might be using anything for events, you might be using, oh, there’s lots of options that are out there, lots of third parties, but if that information is not in donor perfect, it’s not actionable, and it’s not where it needs to be. It loses its warmth after 48 hours. It’s if we’re not acting on it, but if we are acting on it, and we’re able to move people in, and we’re able to get the detail about how they’re interacting with us. We can then transform that data into meaningful lists and meaningful segments, and yeah, take it, take advantage of the automations that are in there. If you’re not using Constant Contact, reach out to your account manager and see about getting that going. And that is the end of my presentation. Thank you, everybody. Let’s open it up for some Q and A. All
right. Hey Laura, thank you. Okay, I’m going to go by most voted here and see what we can get through, and I think you just answered this question, but the first one that has the most upvotes is from Mary, and she says we use a different platform to sell tickets, sponsorships, and auction items, are we able to manually enter guest information into events management on DonorPerfect?
Yes, yes, you are. If you are using a different system, that is something that you could manually add. It definitely, it definitely shines if we’re putting it online, but in tasks and event management, if we go through to edit, your first step would be to invite them, that is a crucial step if you’re doing things manually, because once they get invited, I’ll go back to Roberto for an example. What’s really pulling Roberto into events management is this contact, so Roberto will also have to have his own profile. From there, we can then find them in manage registrants, where you wouldn’t be insta charging, because that would be processing it again. If we already have those transactions, we would simply be making payments, which is adding that gift, adding that sponsorship, adding that donation onto their profile.
Okay. okay, all right. So next question, Andy asks, when you create the invites, does that initiate an email in Constant Contact, or what does that do?
Yeah, so the Create Invites tab within here, this would just be physical mail, so selection filter, of course. Who is our group? And then we would look them up from here. Our options are physical mail directly within here using our selection filters for an email. What you’re asking about is through Constant Contact, where once I actually clicked on that create list, and it moves over into Constant contact.com it does not automatically send it to them. Now I’m not going to be able to, I don’t have access to a demo system for Constant contact.com but after we have that invite list, we would then go to the apps drop down in the white ribbon at the top, where we have a link to constantcontact.com From there, you would log in with your user ID, your password, and there will be a list of the name that you gave it, ready for implementation in an email of your choice. So, a few extra steps, it would not be automatic.
Okay, and I think you just answered Valerie’s question too, because hers is it’s very similar, but other people upvoted it, because her question was, when creating invites, is this just a list to send, or will it send the email? Can we add our own content to the invite, but since you just pointed out Constant Contact, that’s where your content comes in.
It’s a shame that I didn’t, I didn’t have this in the scope of today, because it really is intuitive and pretty easy to figure out. The emails look really great, and yeah, all your own content right from there.
Okay, let me see. One more question for you. I think we have time for it’s a quick one. Is there an import option?
Oh yeah, I almost talked about this when we’re talking about the manual process, because yes, we can one by one add gifts. Always you can add them on their profile, but if we go to the utilities drop down and import white ribbon at the top, utilities and import, this would be the tool that you would use. You need to have an Excel file in CSV format. It does need to be formatted in a very specific way, and that formatting can be found in this first link, one of our many import templates. This link has all of.. I would probably go with this one. Import initial import of names and gifts. It’s an Excel file. We have names, addresses, dates. Amounts, all that good stuff.
Okay, so the I took that question as asking if there’s an import option for the module, which there is not.
For the module, oh no, not directly. No.
Okay. All right. I think that is all the time we have for your session. You had some great questions in here, Sean. I don’t know if you want to look through them later, but I want to thank you all for attending Sean’s session. Say that three times fast. We hope you had some great takeaways on the events management. And next up is Arlene Lessie with an advanced session on connection strategies that keep donors engaged. We also have Kelly Ramage. Hers is also connection, but designing donor pathways that work, which is also intermediate content. We hope to see you soon in the next session. Thanks so much for attending.
Thanks everybody. See ya.
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