ABOUT THE WORKSHOP:
Spend the day with an Andar Training professional to grow and develop your CRM and camapaign tools built into Andar. This is a hands on workshop just in time for your 2016-2017 campaign. The workshop is open to all regional United Way professionals, but space is limited! Cost is $200 for United Way of Wisconsin Member and $300 for non-members.
AGENDA:
9:30 A.M. Introductions
9:45 A.M. Maximizing Your Andar Campaign Tools
- Reports
- Biotabs & Dashboards
- Campaign Structures
- Leadership Giving
- Donor Churn & Statistics
- Volunteerism
- Plans
- Managers, Contacts, & Relationships
12:30 P.M. Lunch & Networking
1:15 P.M. Amplifying Your Andar ePledge
- Online Giving Models
- Set-up
- Site Customization
- Templates
3:00 P.M. Open Forum & Discussion
4:00 P.M. Adjourn
IMPORTANT CONSIDERATIONS:
- Workshop attendees should have a basic understanding of Andar.
- Attendees will need to provide their own laptops.
- Attendees will need to arrange for access to their own Andar data off-site.
MEET THE TRAINER
Training will be conducted by Eric Crammond, Customer Service Representative and Consultant from Helix; developer of Andar360. Mr. Crammond is a graduate of the University of Wisconsin – Eau Claire; with a bachelor’s degree in Social Work and course concentration in Information Systems. He has over ten years of experience in providing training, support and effective implementation of software systems to non-profits. He is considered to be one of the most knowledgeable individuals on the use of Andar and in increasing the capacity of United Ways to become more effective in philanthropy. Prior to working for Helix, Eric worked for the United Way of Greater Eau Claire, now known as United Way of the Chippewa Valley. During his employment, he served as Office Manager/Information Systems Manager.
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