Course description
New to NGP? This introductory training walks you through the fundamentals of using NGP to manage New to fundraising in NGP? This training provides a comprehensive overview of how to manage Call Time Mobile, track donor activity, and customize your fundraising workflows. You’ll learn how to use key fundraising tools to streamline calls, record contributions, and keep your donor records complete and up to date.
Join us for a guided session on how to set up and manage the systems that make your fundraising efforts more efficient and data-driven.
What you’ll learn:
- Use the Call Time List page: Learn how to organize and manage your asks, view pending and completed calls, and update results in real time.
- Leverage Call Time Mobile: Understand how to set up and customize NGP’s mobile fundraising app so callers can record information easily from anywhere.
- Build and edit call sheets: Customize printed or digital call sheets to include the information most relevant to your fundraising strategy.
- Manage key contact fields: Explore important fundraising features like bios, notes, custom fields, follow-ups, relationships, and financial households for complete donor tracking.
- Understand donor tools: Use acknowledgements, giving history, and donor target scores to track donor behavior and improve your outreach strategy.
By the end of this training, you’ll know how to confidently manage your fundraising operations in NGP, from preparing your call lists to tracking gifts and donor engagement.
Who this is for: Beginner users looking to get an understanding of the basics of fundraising features.
Course duration: 60 minutes