Crimson Training in Aug. 2024

Written By Adrienne Royer

We hope you can join our next Crimson training sessions on Wednesday, August 28, 2024. The first session at 11 a.m. will be a Crimson Overview. This is an opportunity for a comprehensive overview of Crimson’s tools and features that can help streamline your daily operations and enhance your donor management strategies.

The second session is at 2 p.m and will cover Saved & Recent Searches. This time-saving feature enables to you to save regularly used searches and then turn them into scheduled reports with Email Scheduler.

Session 1: Crimson Overview at 11 a.m.

In this session, the Crimson Support Team will cover the essential tools used every day and demonstrate Crimson’s newest features, including:

  • Customizable Dashboards

  • Pledge Import Tool

  • Fundraiser Tracking #

  • Dark/Light Modes

  • Fundraiser Portfolio

  • Moves Management Suite

  • Updated Giving History

  • Responsive Design

Session 2: Saved Searches

  • Learn how to set up filters for any Crimson Search

  • Save custom searches so you can run them again

  • Set up Email Scheduler to automatically run searches at a set time

Once you RSVP, we will follow up with detailed information on how to join each session. We look forward to your participation!

Adrienne Royer
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