Live partner training:


Be a Partner Portal power user!

Date & time: Thursday, January 28, 2027 at 1:00pm ET

Length: 55 minutes

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

Will a recording be available? Yes

 

Navigating the Partner Portal is just the beginning. Leveraging its many features is essential for those looking to maximize their FreeWill partnership. 

 

Join us for our quarterly Portal "deep dive," where we'll spotlight top tips for getting the most value from the Portal's data and insights.

 

We'll cover:

  1. Quick hits on reviewing, analyzing, and downloading your FreeWill data
  2. The latest updates to Portal resources like William & the Marketing Library
  3. Newly released features you may have missed that deliver great value
  4. Exciting updates expected to launch soon

Bring your questions! Can't make it? Register anyway. We email recordings and slide decks to all registrants.

 

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

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