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Welcome! (2:31)
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Course Introduction (0:47)
- Individual Communications
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Lesson 1 - Messages for Individuals and Small Groups (2:15)
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Lesson 2 - Watch It: Using Your BCC Email Address and External Email Forwarding Address (3:30)
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Lesson 3 - Watch It: Viewing Sent Emails in the CRM (2:03)
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Lesson 4 - Watch It: Sending an Email From an Account Page (1:25)
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Lesson 5 - Create It: Sending an Email From an Account Page
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Lesson 6 - Using Campaign Emails
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Lesson 7 - Watch It: Creating an Email Audience (4:08)
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Lesson 8 - Watch It: Creating an Email Campaign (5:50)
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Lesson 9 - Watch It: Using External Letter Merge (1:51)
- Conclusion
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Review
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Resources
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Goodbye!
Individual Communications
In this course, you will learn about communications features available in the CRM for sending emails and letters to one constituent at a time. This course will take approximately 30 minutes to complete.
When cultivating a relationship, personalized communication is a must. In this course, you will learn about communications features in the CRM used to send emails to one constituent at a time. Using the CRM with external software will also be discussed.
Learning Objectives:
- Send individual emails and letters
- Use external emails and letters
- Track external emails in the CRM