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Data2Donors: DATA IN - AlumniFinder

Data2Donors: DATA IN - AlumniFinder. Get Involved. A) Grab Tab – Click red arrow to open/close Control Panel. Click square to toggle Viewer Window between full screen/window mode. Click mic icon to mute/unmute your audio.

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Data2Donors: DATA IN - AlumniFinder

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  1. Data2Donors: DATA IN - AlumniFinder

  2. Get Involved A) Grab Tab – Click red arrow to open/close Control Panel. Click square to toggle Viewer Window between full screen/window mode. Click mic icon to mute/unmute your audio. B) Audio Pane – Select audio format. Click Audio Setup to verify Speakers & Microphone. C) Questions Pane – Attendees can submit questions and review answers. D) Type your question and click Send to submit it to the presenters. A  B  C  D 

  3. Julia Riseman and Kevin Martone Julia@hgf.org Kevin@hgf.org Sorry I can’t join you today! I’m presenting at a Board meeting right now.

  4. Agenda Announcements Data IN – AlumniFinder Your appointment with Kevin Looking Ahead –WealthEngine AlumniFinder Presentation

  5. Announcements Appointment with Kevin: GO right now and sign up at: Google Doc sign up sheet http://bit.ly/D2DImport (case sensitive) Careful of double entries Use of Flags for D2D Deadline for data out (WealthEngine) next week – Wednesday, 5 PM EST

  6. Don’t forget Tracking Records

  7. Data In Results of AlumniFinder Uploading the results Appointment with Kevin

  8. AlumniFinder – What to do with the results? (A message from Julia - who isn’t here!) Finding good new addresses is not good enough Get back in touch with long-lost Alumni Implement Welcome Packets Volunteers to personalize contact Track first-contact in database Don’t give up on missing information – keep working the problem

  9. Facebook: Camp Sabra

  10. Data2Donors Ahead: Next Week: “Data Out” February – Creating a top donor prospect list March – Supporting Major Donor Fundraising Talk with your Camp Mentor and schedule March training April – Data hygiene / end of program

  11. Benefits of WealthEngine • Submitting your data • Deadline for submitting your records • Check you are submitting them correctly (Office Hour on Thursday) • When you will get the results back

  12. WealthEngine Data Upload • Include: • Contacts with a good US Address • NOT Canadian • Note: Please let us know if you have any UK contacts with Addresses

  13. Check Your Data Before Submitting Remove names with no address information Remove names from outside the US UK records? Keep ALL the addresses are good Make sure all states are official State or Province abbreviations Check all columns – is the correct type of data in that column for all records? i.e., emails only in email field? Note additional fields – i.e., Spouse information Make sure you have your Camp name in the Camp field for every record you submit Verify that the ID field you have in the spreadsheet is the official ID in your database and will allow us to re-import the data based on that ID

  14. Sign Up for Re-import Assistance

  15. JT Piribek Account Director AlumniFinder, a division of AccuData Integrated Marketing

  16. Questions?

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