Contributor Relations Rel 9 Ed 3 Certification Training 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

Contributor Relations Rel 9 Ed 3 (32 Hours) Download Course Contents

Live Virtual Classroom Fee On Request
Group Training
25 - 28 Oct GTR 09:00 AM - 05:00 PM CST
(8 Hours/Day)

01 - 04 Nov GTR 09:00 AM - 05:00 PM CST
(8 Hours/Day)

06 - 09 Dec GTR 09:00 AM - 05:00 PM CST
(8 Hours/Day)

1-on-1 Training (GTR)
4 Hours
8 Hours
Week Days
Weekend

Start Time : At any time

12 AM
12 PM

GTR=Guaranteed to Run
Classroom Training (Available: London, Dubai, India, Sydney, Vancouver)
Duration : On Request
Fee : On Request
On Request
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Course Modules

Module 1: Managing Constituent Information
  • Searching for Constituent Records
  • Entering and Tracking Person Data
  • Entering and Tracking Organization Data
  • Establishing Relationships
Module 2: Setting Up Initiatives
  • Defining and Assigning Staff, Volunteer, and Unit Roles
  • Defining Other Supporting Information for Initiatives
Module 3: Designing Audiences
  • Setting Up Audiences
  • Assigning Audiences to Initiatives
Module 4: Managing Campaigns
  • Creating Campaign Initiatives
  • Defining Appeals
  • Managing Initiative Actions
  • Tracking Campaign Details
  • Managing Campaign Budgets
Module 5: Managing Volunteers
  • Creating a Volunteer Initiative
  • Defining a Volunteer Structure
  • Assigning Volunteers to Tasks and Roles
  • Viewing a Volunteer's Previous Involvement
Module 6: Managing Events
  • Entering Events and Associated Meetings
  • Managing Events in Conjunction with the 3Cs
  • Managing CR Events
Module 7: Managing Prospects
  • Assigning Resources to Prospects
  • Managing Prospect Strategies
  • Managing Prospect Actions
  • Managing Planned Giving Prospects
  • Managing Prospects with Self-Service Outreach
Module 8: Managing Prospects
  • 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
Module 9: Managing Memberships
  • Setting Up Membership Programs
  • Creating Membership Initiatives
  • Entering Member Dues
  • Assigning Members to a Member Organization
Module 10: Managing Business Units and SetIDs in Contributor Relations
  • Managing BUs
  • Securing BUs
  • Using SetIDs and TableSets
Module 11: Generating Acknowledgements
  • Setting Up Acknowledgements in CR
  • Defining Acknowledgement Rules
  • Processing Acknowledgements
  • Processing Acknowledgements
Module 12: Processing Credit Card Transactions
  • Setting up Credit Card Processing
  • Enabling Self-Service Credit Card Transactions
  • Processing Online Credit Card and Membership Payments
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Course Prerequisites
  • Basic Computer Knowledge.