Length: 3 hours, Price: $95
To see available dates/times, use the “Choose a Session” drop down box below.
Description: This class is designed for non-profit organizations looking to harness the full potential of Bonterra, an all-in-one platform that integrates the capabilities of EveryAction, Salsa, and Network for Good. Whether you’re new to Bonterra or want to optimize your existing setup, this class provides hands-on knowledge to help your organization manage donor relations, enhance fundraising efforts, and engage supporters more effectively.
Key Topics Covered:
- Introduction to Bonterra:
- Overview of Bonterra’s platform and how it serves as a powerful, unified tool for donor management, fundraising, and engagement.
- Navigating the Bonterra dashboard and user interface to access all integrated features.
- Understanding how Bonterra brings together the best elements of EveryAction, Salsa, and Network for Good into a single platform.
- How Bonterra Incorporates EveryAction, Salsa, and Network for Good:
- EveryAction Integration: Learn how Bonterra builds upon the robust fundraising and advocacy features of EveryAction, providing tools for seamless donor management, grassroots advocacy campaigns, and advanced reporting.
- Salsa Integration: Understand how Salsa’s automation and email marketing capabilities are now part of Bonterra, allowing for more personalized donor communications and more effective advocacy and campaign management.
- Network for Good Integration: Discover how Bonterra combines Network for Good’s user-friendly donation processing and donor engagement features to simplify online giving and improve the donor experience.
- Managing Donor Data:
- Organizing and maintaining clean donor records across the integrated systems.
- Using segmentation to target specific donor groups with personalized campaigns.
- Importing and exporting data seamlessly between Bonterra and its integrated systems (EveryAction, Salsa, Network for Good).
- Fundraising Tools and Strategies:
- Creating and managing donation pages, fundraising campaigns, and peer-to-peer campaigns powered by EveryAction and Salsa features within Bonterra.
- Leveraging automated receipts, thank-you notes, and acknowledgment letters to improve donor retention.
- Tracking campaign performance with advanced reporting tools.
- Engagement and Communication:
- Using Bonterra’s unified communication tools to engage donors via email, text, and social media.
- Personalizing outreach and segmentation using data from EveryAction, Salsa, and Network for Good.
- Best practices for maintaining long-term donor relationships through consistent and meaningful communication.
- Analytics and Reporting:
- Generating integrated reports that combine donor data from EveryAction, Salsa, and Network for Good to track campaign performance, donor engagement, and fundraising trends.
- Using insights to inform data-driven decisions for future campaigns and engagement strategies.
- Optimizing Bonterra’s Integrations:
- Streamlining workflows by syncing data and automating processes across all Bonterra’s integrated tools.
- How to make the most of Bonterra’s integration with accounting software, CRM tools, and social media platforms for a more connected and efficient experience.
Who Should Attend: This class is ideal for non-profit staff responsible for fundraising, donor relations, communications, and data management. Whether you’re transitioning from EveryAction, Salsa, or Network for Good to Bonterra, or you’re already using Bonterra and want to maximize its potential, this workshop will provide the insights and practical knowledge you need.
Takeaways: By the end of the session, participants will have a deep understanding of how to use Bonterra’s integrated tools to manage donor data, execute successful fundraising campaigns, engage supporters effectively, and leverage insights from EveryAction, Salsa, and Network for Good to improve their non-profit’s impact and efficiency.
All sessions of this class are currently virtual. Participation is easy. All you need is a phone and an internet connection; we will do the rest.
We have morning, afternoon and evening classes available. See the drop down menu in the section below to find available classes.
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DeletIf you do not receive a confirmation email after registering, please contact us at [email protected].