Portal Tour for Post-Launch Partners
Congratulations on the recent launch of your FreeWill products! Now that you’ve started sharing the FreeWill tools with your audience, new data will begin flowing into your Partner Portal. This includes info on new donors and gifts made through the FreeWill platform, info on donors who use your tools to write an estate plan (whether they leave a gift, or not), information requests, campaign performance data, and more.
Now is a great time to build a habit of logging into Portal regularly – even every day – to check your results, answer questions, follow up with users and donors, and track your stewardship touches.
This recorded tour walks you through sections of the Portal you'll use most after you send your first outreach campaign to launch your FreeWill products.
Questions? Reach out to your FreeWill Strategist any time!
