Crimson Training Sessions in February

Our next Crimson training sessions are happening on Wednesday, February 25, and we hope you can join us. These sessions will help you maximize Crimson's tools and features to streamline operations and enhance your donor management strategies.

Once you register, you'll receive a confirmation email with details about how to join.

Session 1: Crimson Overview at 11 A.M. EST

Starting at 11 a.m., join a comprehensive Crimson Overview led by the Crimson Support Team. This session will cover essential daily tools and introduce Crimson's latest features, including:

• CrimsonGPT

• Customizable Dashboards

• Pledge Import Tool

• Fundraiser Tracking #

• Dark/Light Modes

• Fundraiser Portfolio

• Moves Management Suite

• Updated Giving History

• Responsive Design

Session 2: Fundraising Dashboard at 2 P.M. EST

At 2 p.m., we'll walk through Crimson's Fundraising Dashboard, which gives you a complete overview of your contribution data in one place. From total gift amounts and fund code breakdowns to your top-performing source codes, fundraisers, and locations, this dashboard makes it easy to see exactly where your money is coming from.

Join us to learn how to:

• Use the Dashboard Navigation Bar for quick access to Money Search, People Search, Settings, and Import tools

• Refresh your dashboard to reflect the most recent transaction data

• Filter contribution totals by fund code and program using the interactive pie and bar charts

• Drill down into action cards for Cycle-to-Date, Donors, Gifts, Thank Yous Needed, and Pledges Outstanding

• Identify lapsed donors using the Donor Retention and LYBNTY/SYBNTY graphs

• Review your top-performing programs, source codes, fundraisers, and locations

• Run income reports on demand without leaving the dashboard

For a preview of what we'll cover, check out our Fundraising Dashboard Feature of the Month post.

Save your spot today and take your Crimson expertise to the next level!