Module 3 •Class 2
Donor Inventory Workshop
Before getting started, you might want to have the following items and materials accessible
Module 3 Class 2 Worksheet
Annual Donor Inventory Template
Donor Segmentation Parameters Template
Your donor database (you may need it to gather some historical information)
Video 1:
This video is a detailed step-by-step walk through of how to run a mass update of each donor level and donor status segment as well as how to run a mass update to populate your Annual Classification Field for each donor.
If you've "got it" in terms of these database tasks, go ahead and do them on your own (you can follow the steps in the workbook to keep you on track) then we'll catch up with you in Video 2!
Video 2:
This video is a detailed step-by-step walk through of how to run a mass update of each donor level and donor status segment as well as how to run a mass update to populate your Annual Classification Field for each donor.
If you've "got it" in terms of these database tasks, go ahead and do them on your own (you can follow the steps in the workbook to keep you on track) then we'll catch up with you in Video 2!