Who should attend:

Fundraising/Finance/Volunteer Coordinators, Data Entry, Service/Program Delivery Staff

In this session you will learn about the extensive capabilities of the system from a managerial perspective. Learn how to use information to increase fundraising results and lower administrative costs.

This session teaches how Income Manager's "Query Wizard" works. This includes detailed explanation of all steps and prompts within the query building process. The instructor will walk you through the creation of mailing lists for special groups, such as current donors, prospective donors, members, volunteers, event participants, etc.

Learn how to eliminate duplicate records and export mailing list files for in-house mail merge or sending to an outside mailing house.

Learn how to track lapsed donors and create a special campaign to regain their support.

Topics Covered Include:

• Supporting your decisions with data
• Overview of Relational database design
• Overview Direct Mail
• List Management
• Query Wizard
• Merging & Purging Lists – using Solicitation codes
• Analyzing DM results
• Exporting/Mail Merges
• Managing Contacts
• Email Blasts – Using Mail Blast

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