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Does your organization consider members and donors to be two distinct categories? This session will look at how to use appeals, custom fields, and reports to identify members in advance of their renewal dates, and also how to use interactions and Bloomerang’s Constituent Information form to measure the engagement level of your members.
Learning objectives:
- Define and differentiate members from donors
- Set up your database to track memberships
- Track and report on membership status
- Learn best practices on renewal notices
Diana Otero is the Learning Experience Manager at Bloomerang. She was a former Board Member, Trail Maintainer, and Hike Leader for Nantahala Hiking Club, one of the 31 trail-maintaining clubs of the Appalachian Trail Conservancy. She also spent several years as an Adult Leader (2007) and International Staff (2011) for CISV International. Diana puts her varied background and experience to good use by continually updating and creating training and help articles, FAQs, and videos to assist customers in maximizing their day-to-day use in Bloomerang.
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