Was your New Year's resolution to start using Actions? Join me THIS WEEK

Vered Siegel 2

Hello everyone! Was your new year's resolution this year to finally start using Actions? If so, please join me starting tomorrow for a FREE Customer Success webinar on using Actions for the first time.

REGISTER HERE for Tuesday 1/25 at 1:00pm Eastern

REGISTER HERE for Thursday 1/27 at 10:00am Eastern/3:00pm GMT

We'll cover how to start from scratch, basic moves management concepts, and starter portfolios. If you're already an advanced user, this one probably isn't for you, but if you've been saying for years that you're finally going to track your Actions… now's the time! Carpe diem!

Other reasons you might want to join me this week:

• It's free!
• It's short! A touch under half an hour, all the good stuff with nothing fancy.
• You love hearing my corny jokes and geeky enthusiasm for fundraising operations.
• You'd like to be the first people to hear the world's worst poem ever written about Raiser's Edge.

Update Jan 27: Here are the slides! Actions for the First Time PDF.pdf

Vered Siegel 2

We had a lot of questions from folks in yesterday's webinar who let us know in the Q&A that they had a bunch of things in Actions that they know don't belong there, and should maybe go in Notes instead. We couldn't cover how to fix that problem in the webinar since it was very 101, but is this something you'd like me to create content around? How to clean up this specific problem? Let me know and we can spin up something.

Kassie Perkins

I think that would be helpful! Also potentially figuring out the best way to train other staff members to accurately use Actions would be helpful too!

Valarie Fowler

Hello, I just watched the webinar but I am unable to locate the slides you said would be available in the Resource List. How to find these?

Elizabeth Johnson

Was a great webinar @Vered Siegel - I'll be watching for more from you and yes that would be helpful the notes vs. action question comes up all the time!

Vered Siegel 2

@Valarie Fowler I just uploaded them to the original community post, check the bottom. Thanks for coming!

Valarie Fowler

Thank you so much!!!

Amanda Tindale

Hi Vered

Would it be possible to provide me with a link to watch the webinar please? We have a lot of new starters here so I think it would be really useful for them all. I missed this the first time round, but I've downloaded your pdf, which really helps. Thanks!