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Ejercicios Sesión 9: Seguimiento de proyectos

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Ejercicios Sesión 9: Seguimiento de proyectos

1.Create an Appeal for your year-end ask. Name it "Special Project Ask" (Note: We recommend prefacing any appeal with the date of the appeal. For example, 2009-06 Special Project Ask)
2.Send a support letter to all of your contacts. Select the appeal at the bottom of the Log History box.

Menu Path: Group Actions | Log Group History

3.Enter the following gifts you received in response to this appeal. After you enter each gift, check the Task tab for that contact and see if TntMPD created a thank you for that person.

Donor

Cantidad

Did TntMPD automatically create a thank you task for this gift?

Donald Duck

$20

£

Annual Donor

$200

£

George Jetson

$10

£

Tweety Bird

$20 (includes his regular gift)

£

Peter Pan

$15

£

Elmer Fudd

$25

£

Nota: TntMPD creará automáticamente una tarea tipo agradecer para cualquier donativo de alguien cuyo fase no sea SOCIO-Financiero. TntMPD no creará automáticamente una tarea tipo agradecer para Socios Financieros sino que el donativo sea superior a la cantidad de compromiso indicada para el contacto.

Leer más > Acciones automaticas para nuevos donativos

4.View the results of the Appeal. Does the total equal $285? Lookup the donors.

Ruta de menú: Herramientas | Seguimiento de proyectos




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