Be a Partner Portal power user!
Date & time: Thursday, April 17 at 1:00pm ET
Length: 45 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.
Join us for a Portal "deep dive," to include its many new and exciting features and our top tips for getting the most value from its data and insights.
We'll cover:
- Reviewing, analyzing, and downloading your FreeWill data
- Leveraging DonorSearch data, FreeWill donor insights, and other valuable information in Portal for your stewardship and outreach planning
- Essential data points you can, and should!, enter into your Partner Portal
- Newly released features you may have missed, but which deliver great value!
Please join us. Bring your questions!
Note: This new training will be held quarterly for the benefit of newly-signed partners and those who want to keep their Portal skills sharp. Please join as often as you'd like.
