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
Courses
Topics
Individual Lessons
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
Snapps | Quick Edits
Use this video as a quick reference to edits site in Snapps/Snappages.
November 29, 2022
Swell | Quick Edits
Use this video as a reference for editing fundraising landing pages with Swell.
November 29, 2022
November 29, 2022
Squarespace | Quick Edits
Use this post as a quick guide to Squarespace edits. This will be updated as needed.
November 29, 2022