CRM Implementation - Githubissues

LAMakerspace / ToDo

Everything that needs to get done to make this org a success

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CRM Implementation #7

Open nedventures opened 8 years ago

nedventures commented 8 years ago

@myamakerspace to train Ned on basics.

nedventures commented 8 years ago

I've scheduled a date and time.

myamakerspace commented 8 years ago

[x] get the last little bit of the volunteer info in there for pete's sake
[ ] set up email blast component
[ ] set up donation component
[ ] set up event component

myamakerspace commented 8 years ago

Bugged them again to finish that volunteer data!

myamakerspace commented 8 years ago

It's not letting me check a box but, the migration is now complete and I can start your training! I wish there was a video I could start you off with but, they don't have one yet. However, the interface is very intuitive, it should not take long.

nedventures commented 8 years ago

What CRM system are we using? and all boxes can be officially checked off?

myamakerspace commented 8 years ago

No, i still need to get those parts online and learn them myself. But I can teach you basics, and volunteers are all in.

Commitchange

myamakerspace commented 8 years ago

Email Template

You might be able to go about this a couple ways:
To send an email with a template (and modify the template), select a set of supporters and click "Email". From the dropdown towards the right, you can select a template/draft to load into the email body.
To take an existing template, modify it, and save it as another template: first, open up the template; then, make modifications to the body and change the Subject. When you click save, it will be saved as a second draft/template (one thing that may be confusing is that we treat drafts/templates as the same thing)