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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
Attributes
- Add an Attribute
- Update an Attribute
Actions
- Add an Action
- Amend an Action
Prospect Management
Media Tab
- Adding Media
Finance
- Gift Agreements Process
Other Record Types

Events
- Create
- Processing Registrations
- Creating Guest Lists
- Post Event Updates
- Registering a Guest
Data Management

Querying
- Query Basics
- Constituent Queries
- Action Queries
- Mailchimp Segment Queries
RE Tips
RE Advanced
Data Management

Prospect Management
- Dashboards
- Class Lists
Other Record Types

Campaigns

Funds

Appeals
Data Management

Querying
- Advanced Querying
Exporting
- Create an Export
- Modify an Export
Importing
- RE Import Module
- ImportOmatic
- API from integration hub to Raiser’s Edge
Inactive
- Inactive Definition
Gift Processing
- Single Gifts
- Paid File - Direct Debits
- CAF Vouchers (and card payment*) – POST
- Standing Order Monthly Payments
- Weekly Smarteezie Imports
- Add New DD Gift
- Amend a DD Gift
- Add a New Pledge
- Add a Pledge Instalment
- Write Off a Pledge
- Gift Aid Claim Procedures
- JustGiving Process
- Recording Legacy Pledges and Gifts
- 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
- Global Data Adds
- Global Data Changes
- Global Data Deletion
- Finding Duplicate Records
- Merging Duplicate Records
- Adding Constituent Codes
Plugins

Queue Function

Configuration
- Alumni Library Data
- Business Rules
- Attributes
Reporting
Data Warehouse
Power BI
Tableau
- Prospect Research Reports: Procedure Guide
- Profile Generators
- Events Dashboard
Other Systems
Manchester Network

Front End (Alumni)

Front End (External)

Mentoring

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

Using Mailchimp
- Building Emails (inc. Content Guidelines)
- Create a Mailchimp Bulk Tag
- MailChimp API Process (PHP)
- User Management (staff)
IOM Connector
- Mailchimp Segment Queries
- Uploading Segments
- Refreshing Segments
- Subscribes
- Unsubscribes
- Campaign Activity
Surveys
- Survey Tips and Considerations
- Creating a Survey
- Exporting/importing on LimeSurvey
Communigator
- Communigator
Justgiving
- Front End
- Back End
Hubbub
- Front End
- Adding a Cash Pledge
CAF
- Administration
- Processing Gifts
Rapidata
- Administration
- Processing Gifts
Reception Functions
Smart Outlook
- Smart Outlook
Smarteezie

Front End
- Caller
- Smarteezie Daily Tasks
- Smarteezie Supervisor Access
Data Management
- Smarteezie Import & Export Data
Working From Home
YMO
- Administration
- Default Template
- Events Template
Giving Blog
- Administration
- Content Guidelines
Training Guides Site
- Editing the top menu
- Administration
- Content Guidelines
Compliance

Data Protection - overview

NAFUM

Systems Access

HKFUM

Privacy Statements

Confidentiality & Non-Disclosure Agreements

Regular Giving

Inactive – Definition

Updating a Contact Preference

Update a Personal Address

Recording a Constituent as Deceased

Assigning a Canvasser

Update an Attribute

Explicit Consent To Contact By

Organisational Relationships

Amend an Action

Data Protection – overview

Contact us

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

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