Solicitation & Personify (CUS303)

Subsystem: Constituents & Committees
Time: 1.5hrs
Interactivity: 
Dept. Recommendations:

AOA STAFF

Personify can control a constituent’s solicitation preferences through the CRM360® record. Participants will learn how to update/manage constituent contact information and how they are added/removed from the solicitation reports. You will also learn how to use the AOA Publishing report in Data Analyzer and how to request email and mailing lists from the information technology center.


Prerequisite(s):
CUS100 - Constituent Management
CUS200 - Reports & Data Analyzer Training