Crimson Training in June 2024

We hope you can join our next Crimson training sessions on Wednesday, June 26, 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 the Attributes feature. These customizable codes, found alongside Flags and Keywords in People Profiles, provide organizations with enhanced ways to describe and categorize donors and stakeholders.

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: Attributes Deep Dive at 2 p.m.

• Learn how to use this customizable feature to identify roles such as volunteer, sponsor, press

• Discover the flexibility to edit and create unique roles specific to your organization.

• See how to use the Attribute filters under People Search, which enables more precise searches.

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