Updated Keeper Permissions / STL Role
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My Client Wants to Send Text Messages
Mailchimp If they want to utilize Mailchimp SMS/Texting, there is a $20 add-on to their bill monthly for 1000 credits or $25/mo for 2500 credits. Credits do not rollover each month, and there will be a need to either get numbers at subscribing/sign up and/or email all current contacts to have them opt-in to SMS.
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Launching or Switching to FundraiseUp (FRU)
Launching or Switching a Client to FundraiseUp (FRU) If you are assisting a client with launching or switching to FundraiseUp (FRU), please use the following guides to help with getting started. FundraiseUp Start Up Guide CRM+ Recommendations
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Maintaining Secure Passwords in Keeper
MAINTAINING SECURE PASSWORDS IN KEEPER: Keeper Security is our trusted password management system not only for Accordus-owned records, but also our clients records too. A few perks of their platform is the ability to generate passwords, identify weak passwords, and let us know if passwords are considered ‘Breach Watch’. In an effort to maintain the
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Client Website Launch or Rebuild
ACCORDUS WEBSITE LAUNCH OR REBUILD PROCESS: Decide which category your client’s site falls into: – The client has no previous site, and we are building from scratch – The client has a previous site and we are making changes/upgrades as we rebuild – The client has a previous site and we are just moving it
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IT: Website Tutorials
This document is a working document for our web team with some of the most commonly used website/IT tutorials. VIEW DOCUMENT HERE Other Website tasks/tutorials: Initial setup of landing page: https://accordus.com/2023/10/09/creating-landing-pages-for-client-websites/ Domain purchasing and Squarespace subscriptions: https://accordus.com/2023/05/30/websites-domain-squarespace-purchasing/ Add FundraiseUp to website https://accordus.com/2022/11/29/fundraiseup-add-to-website/ Website – view a test site in Squarespace https://accordus.com/2022/06/22/website-viewing-a-test-site/ Team Leads – Assigning
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Client Major Fundraising Campaigns
What: A campaign is an “event” that typically runs over the course of 3 months to meet a fiscal goal for a non-profit organization. When: They can happen during any time of year but the majority of non-profits will run a year-end fundraising campaign to end the year by meeting some big financial goals.
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Display.Accordus: Adding Documents and PDFs for Online Viewing
Please view this video for an update on this process as of 7/17/24. https://vimeo.com/985809333/3fd3825d6c?share=copy
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Integrations: Little Green Light with Mailchimp
Oftentimes, clients will want to integrate Little Green Light and Mailchimp in order to contact their constituents in Mailchimp via email marketing. This is the tutorial post from LGL, but the video to the right provides a simple tutorial as well.
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Accounting vs. Database Reports
Please watch this video to learn the difference between an accounting and database report when a client requests something, or when you are asked to send something to a client. When a client is talking about a report: QuickBooks/Accounting Board meeting Accounts/Classes Expenses Budget Programming P&L, Profit and Loss, Statement of Activity – year,
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