Analytics and Reporting Training

The GiveSmart Fundraise Intermediate series of training sessions build on the Fundamentals with four additional sessions/topics, so you can make the most out of your GiveSmart Fundraise account. After every session, you can take a quick quiz to challenge your skills. For more on the certification classes/recordings, click here.

To learn more about the powerful capabilities of Analytics and Reporting, this class will dig in and help you uncover uses of the tools you already have access to. In the training we will: look at analytics beyond the campaign dashboard, uncover reporting functionality you may not be using, reveal how to review reports to maximize your campaign insights and more.

Agenda

  • Analytics
    • Campaign
    • Navigation
    • Insights
    • Text Messages
    • Google Analytics
  • Reporting
    • Search Transactions
    • Manage Pledges
    • Recurring Donations
    • Ticketing
    • Crowdfunding and Peer-to-Peer Fundraising
    • Contacts

Analytics and Reporting Class

Please note that the user interface has recently changed within GiveSmart Fundraise and the initial menuing will be different from what is currently in the video. Once past the initial navigation steps, the rest of the material should still be viable.

For more information, review the enhanced navigation here.

We will update the video to reflect this change as soon as possible.

Analytics and Reporting Quiz

Test your knowledge with the Quiz

Further Study