Live partner training:


Be a Partner Portal power user!

Date & time: Thursday, January 29 at 1:00pm ET

Length: 60 minutes

Who should attend: All FreeWill partners, esp. those with full access to the Portal

Will a recording be available? Yes

 

Gaining access to and navigating the Partner Portal is just the beginning. Keeping your Portal skills sharp and leveraging its many features is essential for those looking to maximize their FreeWill partnership. 💪

 

Please join us for our quarterly Portal "deep dive," where we'll spotlight top tips for getting the most value from Portal's data and insights, along with new features you may have missed. 👀

 

We'll cover:

  1. Quick hits on reviewing, analyzing, and downloading your FreeWill data
  2. Essential resources found in Portal, e.g. the Marketing Library, William (our AI-powered writing assistant), the Partner Resource Hub, and more
  3. Newly released features you may have missed that deliver great value

Hope to see you there. Bring your questions!

 

Note: This training is held quarterly for the benefit of newly-signed partners and those who want to keep their Portal skills sharp. Please join us every quarter!

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