- Course Overview
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Welcome
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Course Introduction
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Digital Workbook
- 1. Constituent Relationship Management Overview
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1-1: Constituent Management Overview
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1-2: Reflection - Your Current Relationship Management Strategy
- 2. Identifying Your Constituent Types and Groups
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2-1: Identifying Your Constituent Types
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2-2: Reflection - Identifying Your Constituent Types and Groups
- 3. Constituent Data Fields
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3-1: Introduction to Constituent Data Fields
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3-2: Identity-Centric Data Fields
- 4. Understanding System Functionality
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4-1: Understanding System Functionality
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4-2: Reflection - System Functionality and Building Your Framework
- Course Conclusion
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Let's Review
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Course Survey
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Resources
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Goodbye!
Constituent Relationship Management – Foundations
In this course, you will learn how to identify your constituent types, group constituents to enhance constituent engagement, and understand the system functionality that can help you design a framework that leverages your CRM to support those efforts.
In this course, you will learn how to identify your constituent types, group constituents to enhance constituent engagement, and understand the system functionality that can help you design a framework that leverages your CRM to support those efforts.
Learning objectives:
- Identify your constituent types
- Describe strategies that you can use to manage your constituent relationships
- Explain the difference between general constituent data and identity-centric data
- Identify tools and resources that you can use to create a CRM framework in your CRM system