Be a Partner Portal power user!
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.
We did a Portal "deep dive" to spotlight 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
Access the post-training survey here.
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.
