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Webinar: Best Practices: Prepping for Giving Tuesday (and other Fundraising Campaigns): https://help.patronmanager.com/a/2137156
Getting ready for Giving Tuesday, or just want a refresher on managing your fundraising efforts in PatronManager? This session is for you! Join us as we walk through how to utilize core PatronManager functionality like Campaigns, Donation Forms, and CRM Snapshots for all of your fundraising campaigns.
Recorded October 15, 2026
We recommend setting the video quality to 720p (click on the gear at the lower-right of the embedded video) and watching the video in full-screen mode, if possible.
Resources
- PatronManager September 2026 Release Notes
- How to Enter Donations (with Video Tutorial)
- All About the Fundraising Hub and Fundraising Data Insights
- How to Add, Edit, and Retire Picklist (Drop-Down Menu) Values
- How to Create a New Campaign for Fundraising
- How to Add Contacts to a Campaign
- How to Add a Custom Status to a Campaign
- How to Create a Campaign Hierarchy
- All About CRM Snapshots
- How to Create/Edit Donation Forms
- How to Edit Donation Email Templates
- Double the Donation's Salesforce Integration
- How to Qualify (with Video Tutorial)