PeopleSoft - Course Details

CRR9 Contributor Relations Rel 9

PeopleSoft Course Description:
This course provides an overview of each component in the Contributor Relations product and discusses in depth the major business processes that customers might need to set up, administer, and use.
PeopleSoft Course Duration:
4 Days Training
PeopleSoft Course Target Audience:
Functional Implementer,Project Manager
PeopleSoft Course Prerequisite:
ntroduction to PeopleSoft for Campus Solutions,Familiarity with General Ledger functionality
Course Content:
Managing Constituent Information
  • Searching for Constituent Records
  • Entering and Tracking Person Data
  • Entering and Tracking Organization Data
  • Establishing Relationships
Setting Up Initiatives
  • Defining and Assigning Staff, Volunteer, and Unit Roles
  • Defining Other Supporting Information for Initiatives
Designing Audiences
  • Setting Up Audiences
  • Assigning Audiences to Initiatives
Managing Campaigns
  • Creating Campaign Initiatives
  • Defining Appeals
  • Managing Initiative Actions
  • Tracking Campaign Details
  • Managing Campaign Budgets
Managing Volunteers
  • Creating a Volunteer Initiative
  • Defining a Volunteer Structure
  • Assigning Volunteers to Tasks and Roles
  • Viewing a Volunteer's Previous Involvement
Managing Events
  • Entering Events and Associated Meetings
  • Managing Events in Conjunction with the 3Cs
  • Managing CR Events
 
Managing Prospects
  • Assigning Resources to Prospects
  • Managing Prospect Strategies
  • Managing Prospect Actions
  • Managing Planned Giving Prospects
  • Managing Prospects with Self-Service Outreach
Managing Gifts and Pledges
  • Setting up Commitment Entry
  • Working with Sessions
  • Managing Matching Gifts
  • Managing Pledges and Conditional Pledges
  • Queuing and Posting Sessions
  • Making Adjustments
  • Working with Self-Service Involvement
  • Managing Giving Clubs
Managing Memberships
  • Setting Up Membership Programs
  • Creating Membership Initiatives
  • Entering Member Dues
  • Assigning Members to a Member Organization
Managing Business Units and SetIDs in Contributor Relations
  • Managing BUs
  • Securing BUs
  • Using SetIDs and TableSets
Generating Acknowledgements
  • Setting Up Acknowledgements in CR
  • Defining Acknowledgement Rules
  • Processing Acknowledgements
  • Generating Letters
Processing Credit Card Transactions
  • Setting up Credit Card Processing
  • Enabling Self-Service Credit Card Transactions
  • Processing Online Credit Card and Membership Payments