Join Us for Two Crimson Training Sessions on March 25
Join the Crimson Support Team next week on March 25 for two Crimson training sessions designed to help your team get more out of the platform. Whether you want a full tour of the latest features or a focused look at compliance tools for overlimit donors, there is a session built for you.
Once you register, we will follow up with directions on how to join the call.
Session 1: Crimson Overview
11 a.m. EDT | Tuesday, March 25
Start the day with a comprehensive tour of Crimson's most powerful features. This session is designed for both new staff getting up to speed and experienced users who want to make sure they are taking advantage of everything the platform offers.
We will cover nine areas of the platform:
CrimsonGPT
Customizable Dashboards
Pledge Import Tool
Fundraiser Tracking
Dark/Light Modes
Fundraiser Portfolio
Moves Management Suite
Updated Giving History
Responsive Design
Session 2: Over Limit Donors in Crimson
2 p.m. EDT | Tuesday, March 25
The afternoon session takes a focused look at one of the more consequential compliance challenges campaigns face: donors who have exceeded their FEC contribution limits. With the growth of multi-channel fundraising, overlimit situations are becoming easier to miss and more important to catch early.
This session will walk through the tools Crimson provides to find, flag, and resolve these situations before they become a filing problem. Topics will include where to find these features in the People Profile, Compliance Dashboard, and Reports.
