Non Profits Bay Area

Next user group meeting: Wednesday, June 11, 12:00-1:30

Our next user group meeting will be on Wednesday, June 11 from 12:00-1:30. Please RSVP to let us know if you'll be attending. Please RSVP to seth at transcoalition dot org.

MEETING TOPIC: Hooray for user-generated topics! This month's topics are a follow up to questions raised at last month's meeting and a topic request from Jackie Pohl. (See, we weren't kidding when we asked for your feedback in last week's email.)

First, we'll look at formulas, and how they relate to donor fundraising. For example, what kind of formulas would you need to use to generate a LYBUNT report (donors who gave Last Year But Unfortunately Not This year)? We'll do a formula demo -- details to be announced soon.

Second, we'll look at workflows -- a way to help automate routine processes. For example, if every time you receive a new membership you send out an acknowledgment email, why not automate that process? We'll do a workflow demo -- more details coming soon.

As always, please come prepared for an interactive session. And if you have any questions right now about formulas or workflows, please email them to us now. We can't promise to know the answer, but it will increase the odds if we know the questions in advance.

LUNCH: A free lunch will be provided.

LOCATION: Earthjustice 8th floor conference room, 426 17th Street, in downtown Oakland. The location is two blocks from the 12th Street/City Center BART station and multiple AC Transit bus lines or one block from the 19th Street BART station.

Please RSVP to seth at transcoalition dot org.

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