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Relationship Basics
Welcome to Relationship Basics
What is covered in this course?
Course format
The Fundamentals of Relationship Management
Overview of relationships
Understanding relationship types and roles
Defining the roles for your organization
Creating and editing relationships
Archiving relationships (deceased, closed, or otherwise inactive relationships)
Cleaning up duplicate relationship records
Quiz: Relationship Fundamentals
Searching Relationships and Segmenting Donor Lists
Basic searching and browsing
Using the advanced relationship search
Working with search results
Other ways to find relationships
Activities & Quiz: Searching relationships & segmenting donors
Using Custom Attributes to Capture Additional CRM Details
Overview: Custom attributes
Understanding custom attributes and their use cases
Creating custom attributes
Connecting attributes with relationships using role-based attribute sets
Dynamic attributes
Activity: Create a new role with custom attributes
Understanding Connections Between Relationships
Understanding connections between relationships
Households
Connections
Quiz: Households & Connections
Learning About Relationship Interactions
Overview of interactions and how they work for you!
Creating interactions
Using the MonkeyPod Interaction Feed for Actionable Insights
Quiz: Working with interactions
Conclusion
Review and additional resources
Archiving relationships (deceased, closed, or otherwise inactive relationships)
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