Completing an Email Audit
Oftentimes, our clients want us to conduct an audit of their email marketing platform, such as Mailchimp or Constant Contact. The video below is a
March 28, 2023
Courses
Topics
Individual Lessons
Develop Your “Rocks”
As we get into the rhythm of our department development calls, I wanted to send you some thoughts to help you develop rocks for each month. Here’s
March 14, 2023
BRAINDUMP for Team Leads
Goals: Pass on important knowledge to the next team member Keep tasks running smoothly Equip the next person to take a proactive and strategic approach
February 28, 2023
Social Media Access for Accordus Team Members
Hey Team Lead! You are now ready to rock and roll with your new client and realize you need social media access. Social media access isn’t
February 24, 2023
Creating Email Campaigns
Use this checklist as you begin building emails within Mailchimp or Constant Contact. Most email marketing tools will have similar steps. Checklist for building
February 10, 2023
WorkrBee – Virtual Assistant Onboarding
You should already received an invite to QuickBooks Time. Once you are set up there, please clock all time to:
“WorkrBee – ONBOARDING”
January 18, 2023
HubSpot: How To Schedule An Email
See overview video here. When scheduling an email in HubSpot, confirm the following before completing the task: ‘From’ display name and addresses are correct. Subject
January 13, 2023
Email: Creating Welcome Series in MailChimp
Set up a MailChimp Welcome Series by using the automation function.
January 12, 2023
FundraiseUp | Add to website
Use this video as a reference for how to add FundraiseUp elements to a website as well as installation of FRU.
November 29, 2022
Bloomerang: Adding Transaction Table
Here’s a tutorial for changing the settings for the thank you emails in Bloomering to add in a transaction table. See here.
November 29, 2022