Crimson Training in Aug. 2024

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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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