Webinar Registration

preferences Part 2

DATE/TIME: Friday 21st July 2017 at 10:30am

DURATION: 30 minutes

PRESENTER: Steve Cast, MD at Redbourn Business Systems

WHO SHOULD ATTEND: Fundraising Managers, Event Managers, AdvantageNFP Fundraiser users

TECHNICAL REQUIRMENTS: Internet connection and speakers/headphones

Join us at our FREE LIVE webinar to learn how we are developing new functionality for release this summer for using Supporter Preferences or “Opt Ins” within AdvantageNFP Fundraiser and AdvantageNFP CRM.

This webinar will provide the opportunity for you to review the changes developed within AdvantageNFP Fundraiser and AdvantageNFP CRM to use Supporter Preferences or “Opt Ins” alongside or instead of the existing Do Not Correspond reasons. The Fundraising Regulator and the ICO have strongly recommended the use of “Opt Ins” but recognise that for some organsiations the “Legitimate Interest” case means that they will either continue to use “Do Not Correspond Reasons” only, or a hybrid of the two preference methods.  This webinar follows on from our webinar in March where the AdvantageNFP team demonstrated our functionality to allow you to record “Opt In” requests from your supporters.  

During the webinar we will demonstrate and review the functionality that includes:

Recap on the recording of an “Opt In” 

When to use “Opt In”, “Do Not Correspond” and the hybrid model.

Selections and Filtering based on “Opt In” values

Changes to the Tray to support “Opt In” and the hybrid model

This new functionality will be released in the Summer of 2017, and will allow you to use previously recorded “Opt In” and “Do Not Correspond” information against a Supporter’s details; be they a Person or an Organisation.   Our latest release builds on functionality introduced in release 1.26, iteratively adding new functionality for filtering and Tray communications using the “Opt In”.  

Participants will have the opportunity to ask questions during the course of the webinar, using the chat function to submit questions.

This webinar is relevant for all AdvantageNFP Fundraiser and AdvantageNFP CRM customers and all versions of AdvantageNFP Fundraiser and AdvantageNFP CRM.

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