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RE Basics
Constituent Records

Addresses
Phone Numbers
Email Addresses
Business Details
Who Can Be Contacted And How
- Explicit Consent to Contact By
Education
- Adding Education Details
Names
Spouse Relationships
- Add a Spousal Relationship
- Amend or End a Spousal Relationship
Relationships
Volunteering
- Add Interest
- Add Participation
Attributes
- Add an Attribute
- Update an Attribute
Actions
- Add an Action
- Amend an Action
Prospect Management
Media Tab
- Adding Media
Finance
Other Record Types

Events
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- Processing Registrations
- Creating Guest Lists
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- Registering a Guest
Data Management

Querying
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RE Advanced
Data Management

Prospect Management
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Campaigns

Funds

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Data Management

Querying
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Exporting
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Importing
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- API from integration hub to Raiser’s Edge
Inactive
- Inactive Definition
Gift Processing
- Single Gifts
- Paid File - Direct Debits
- Add New DD Gift
- Amend a DD Gift
- Add a New Pledge
- Add a Pledge Instalment
- Write Off a Pledge
- Gift Aid Claims
- Record Gift Aid Declarations
- Cancelling Direct Debits (file from Rapidata)
- Crowdfunding
- Gift Coding - Process for Gift Administrators
- Refunding OLX/Online Payments
- Gifts via the Office Phone (66021)
- Remove Soft Credit in Queries
Online Express
RE Management

Administration
- Security - User Profiles
- Security - User Groups
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- Finding Duplicate Records
- Merging Duplicate Records
- Adding Constituent Codes
Plugins

Queue Function

Configuration
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Reporting
Data Warehouse
Tableau
- Prospect Research Reports: Procedure Guide
Profile Generators
- Profile Generators
Other Systems
Manchester Network

Front End (Alumni)

Front End (External)

Mentoring

Administration
- Manchester Network – Manual Verification
- Advanced Mentoring Programmes
- Manage Event Listings
- Admin Account Creation & Access
- Email for Life
- Statistics & Reporting
- Aluminati SSO for YMO
- SNS - Setup/Management
- SNS - Running the Process
- Contacting Aluminati (DaPulse)
Mailchimp

Using Mailchimp
- Building Emails (inc. Content Guidelines)
- Sending Emails
- User Management (staff)
IOM Connector
- Mailchimp Segment Queries
- Uploading Segments
- Refreshing Segments
- Subscribes
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- Campaign Activity
Surveys
- Survey Tips and Considerations
- Creating a Survey
Communigator
- Communigator
Justgiving
- Front End
- Back End
Hubbub
- Front End
- Adding a Cash Pledge
CAF
- Administration
- Processing Gifts
Rapidata
- Administration
- Processing Gifts
Reception Functions
- Alumni Inbox
- Post
Smart Outlook
- Smart Outlook
Smarteezie

Front End
- Caller
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Data Management
- Smarteezie Import & Export Data
Other Websites

YMO
- Administration
- Default Template
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Giving Blog
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Training Guides Site
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- Administration
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Compliance

Data Protection - overview

NAFUM

Systems Access

HKFUM

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Confidentiality & Non-Disclosure Agreements

Home RE Basics Constituent Records Prospect ManagementClosing a Proposal / Removing a Prospect from the Assigned Pool

Prospect Management

Prospect management is the planning, recording, and reporting of significant moments in the relationship
between the university and its prospective donors which (hopefully) lead to a gift.

Closing a Proposal / Removing a Prospect from the Assigned Pool

Creating a Legacy Proposal

Gift Coding Process (for Development Officers)

Assigning a Canvasser

Adding a new Proposal

Prospect Tracking on Raiser’s Edge

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+44 (0) 161 306 3066
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Development and Alumni Relations
The University of Manchester
Oxford Rd
Manchester
M13 9PL
UK

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