Contributor Relations Rel 9 Ed 3 Course Overview

Enrol for 4 days Contributor Relations Rel 9 Ed 2 LWC training and certification from Koenig Solutions accredited by Oracle.

This course provides an overview of each component in the Contributor Relations product and discusses in depth the major business processes that customers might need to set up, administer, and use.

Target Audience:

  • Implementer
  • Manager

Learning Objectives

  • Manage constituent information
  • Set up initiatives
  • Design audiences
  • Manage campaigns
  • Manage volunteers
  • Manage events
  • Manage prospects
  • Manage gifts and pledges
  • Manage memberships
  • Manage business units and set IDs
  • Generate acknowledgements
  • Process credit card transactions

This is a Rare Course and it can be take up to 3 weeks to arrange the training.

The 1-on-1 Advantage


Flexible Dates

  • • Choose Start Date
  • • Reschedule After Booking
  • • Weekend / Evening Option

4-Hour Sessions

You will learn:

Module 1: Managing Constituent Information
  • Searching for Constituent Records
  • Entering and Tracking Person Data
  • Entering and Tracking Organization Data
  • Establishing Relationships
  • Defining and Assigning Staff, Volunteer, and Unit Roles
  • Defining Other Supporting Information for Initiatives
  • Setting Up Audiences
  • Assigning Audiences to Initiatives
  • Creating Campaign Initiatives
  • Defining Appeals
  • Managing Initiative Actions
  • Tracking Campaign Details
  • Managing Campaign Budgets
  • Creating a Volunteer Initiative
  • Defining a Volunteer Structure
  • Assigning Volunteers to Tasks and Roles
  • Viewing a Volunteer's Previous Involvement
  • Entering Events and Associated Meetings
  • Managing Events in Conjunction with the 3Cs
  • Managing CR Events
  • Assigning Resources to Prospects
  • Managing Prospect Strategies
  • Managing Prospect Actions
  • Managing Planned Giving Prospects
  • Managing Prospects with Self-Service Outreach
  • Setting up Commitment Entry
  • Working with Sessions
  • Managing Matching Gifts
  • Managing Pledges and Conditional Pledges
  • Queuing and Posting Sessions
  • Making Adjustments
  • Working with Self-Service Involvement
  • Managing Giving Clubs
  • Setting Up Membership Programs
  • Creating Membership Initiatives
  • Entering Member Dues
  • Assigning Members to a Member Organization
  • Managing BUs
  • Securing BUs
  • Using SetIDs and TableSets
  • Setting Up Acknowledgements in CR
  • Defining Acknowledgement Rules
  • Processing Acknowledgements
  • Processing Acknowledgements
  • Setting up Credit Card Processing
  • Enabling Self-Service Credit Card Transactions
  • Processing Online Credit Card and Membership Payments
Live Online Training (Duration : 32 Hours) Fee On Request
We Offer :
  • 1-on-1 Public - Select your own start date. Other students can be merged.
  • 1-on-1 Private - Select your own start date. You will be the only student in the class.

4 Hours
8 Hours
Week Days

Start Time : At any time

12 AM
12 PM

1-On-1 Training is Guaranteed to Run (GTR)
Group Training
Date On Request
Course Prerequisites
  • Basic Computer Knowledge.

Request More Information

Add Name and Email Address of participant (If different from you)


In both, you choose the schedule. In public, other participants can join, Private other participants want to join.
Yes, course requiring practical include hands-on labs.
You can buy online from the page by clicking on "Buy Now". You can view alternate payment method on payment options page.
Yes, you can pay from the course page and flexi page.
Yes, the site is secure by utilizing Secure Sockets Layer (SSL) Technology. SSL technology enables the encryption of sensitive information during online transactions. We use the highest assurance SSL/TLS certificate, which ensures that no unauthorized person can get to your sensitive payment data over the web.
We use the best standards in Internet security. Any data retained is not shared with third parties.
You can request a refund if you do not wish to enroll in the course.
To receive an acknowledgment of your online payment, you should have a valid email address. At the point when you enter your name, Visa, and other data, you have the option of entering your email address. Would it be a good idea for you to decide to enter your email address, confirmation of your payment will be emailed to you.
After you submit your payment, you will land on the payment confirmation screen.It contains your payment confirmation message. You will likewise get a confirmation email after your transaction is submitted.
We do accept all major credit cards from Visa, Mastercard, American Express, and Discover.
Credit card transactions normally take 48 hours to settle. Approval is given right away; however,it takes 48 hours for the money to be moved.
Yes, we do accept partial payments, you may use one payment method for part of the transaction and another payment method for other parts of the transaction.
Yes, if we have an office in your city.
Yes, we do offer corporate training More details
Yes, we do.
Yes, we also offer weekend classes.
Yes, Koenig follows a BYOL(Bring Your Own Laptop) policy.
It is recommended but not mandatory. Being acquainted with the basic course material will enable you and the trainer to move at a desired pace during classes.You can access courseware for most vendors.
Buy-Now. Pay-Later option is available using credit card in USA and India only.
You will receive the digital certificate post training completion via learning enhancement tool after registration.
Yes you can.
Yes, we do. For details go to flexi
You can pay through debit/credit card or bank wire transfer.
Dubai, Goa, Delhi, Bangalore.
Yes you can request your customer experience manager for the same.

Prices & Payments

Yes of course.
Yes, We are

Travel and Visa

Yes we do after your registration for course.

Food and Beverages



Says our CEO-
“It is an interesting story and dates back half a century. My father started a manufacturing business in India in the 1960's for import substitute electromechanical components such as microswitches. German and Japanese goods were held in high esteem so he named his company Essen Deinki (Essen is a well known industrial town in Germany and Deinki is Japanese for electric company). His products were very good quality and the fact that they sounded German and Japanese also helped. He did quite well. In 1970s he branched out into electronic products and again looked for a German name. This time he chose Koenig, and Koenig Electronics was born. In 1990s after graduating from college I was looking for a name for my company and Koenig Solutions sounded just right. Initially we had marketed under the brand of Digital Equipment Corporation but DEC went out of business and we switched to the Koenig name. Koenig is difficult to pronounce and marketeers said it is not a good choice for a B2C brand. But it has proven lucky for us.” – Says Rohit Aggarwal (Founder and CEO - Koenig Solutions)
All our trainers are fluent in English . Majority of our customers are from outside India and our trainers speak in a neutral accent which is easily understandable by students from all nationalities. Our money back guarantee also stands for accent of the trainer.
Medical services in India are at par with the world and are a fraction of costs in Europe and USA. A number of our students have scheduled cosmetic, dental and ocular procedures during their stay in India. We can provide advice about this, on request.
Yes, if you send 4 participants, we can offer an exclusive training for them which can be started from Any Date™ suitable for you.