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Reeher Recorded Training Sessions

Training Video                                    
The videos on this page provide bite-sized overviews to introduce you to new functionality or refresh your memory. 
 Introductory and overview videos can get you started. Additional videos are organized into various categories below.
Information about upcoming webinars can be found here. 

Category          


Fundraiser Performance Management

Topic                                                                          

Duration

Updated FeatureNew Experience for Notifications
FPM Platform Overview
4 Class Agent
34 min
New FeatureIntroduction to The Drawer2 minNew Feature

Introduction to Basic Contact Reports

5 minNew FeatureAccessing Basic Contact Reports2 minNew FeatureOfficer Benchmarks4 minNew FeatureNew Class Agent Workflow4 minNew FeatureNew Class Agent Workflow (webinar)30 minIntroductionIntroduction to the Reeher Platform14 min

Introduction

Reeher Predictive Models Overview11 minIntroduction

Relationship Profile Overview

10 min

Introduction

Introduction to the Advancement Layer                    

 9 min

IntroductionIntroduction to the Reeher Mobile App6 minIntroduction

Introduction to Officer Goals Management

8 minIntroductionIntroduction to Setting Officer Goals14 min

Introduction

Control Panel -  Advanced Training

12 min

Introduction

Introduction to Affinity Clusters

30 min

IntroductionHow to Edit your Notifications and Subscribe Other Users4 minOverviewReviewing the Reeher QMS32 minOverviewViewport Redesign & Drill Down Analytics22 minOverviewAnnual Predictive Scores & Emerging Prospects for FY201630 minActivity CenterIntroduction to Enhanced Activity Center4 minActivity CenterIntroduction to Tasks5 minActivity CenterIntroduction to Enhanced Contact Reports11 minActivity CenterAccessing Activity Center (for system admin)2 minActivity CenterIntroduction to Proposals: Part 18 minActivity CenterIntroduction to Proposals: Part 24 minMajor GivingMaximizing the Talents of your Officers and Researchers45 minMajor GivingImpact of and Investment in Top 100 Donors
30 minMajor GivingGoal Setting for Gift Officers with JR Blackburn51 minMajor GivingProposal Reporting Update - Jul. 201536 minMajor GivingReviewing Officer Performance45 minMajor GivingCustomer Spotlight - Beyond the Campaign: Laying the Foundation to Raise More30 minMajor GivingTravel Planning with Targeter30 minMajor GivingIdentifying Your Planned Giving Prospects47 minMajor Giving

Introduction to the Major Giving Layer

8 min

Major Giving

Introduction to Activity Center

9 minMajor Giving

Targeter Queries Every Gift Officer Should Have

16 min

Major Giving

Targeter Queries Every Officer Manager Should Have

30 min

Major Giving

Short Time to Money Prospects

19 min

Major Giving

Identifying Planned Giving Prospects

30 min

Major Giving

Portfolio Hygiene for Gift Officers

12 min

Major Giving

Portfolio Hygiene for Gift Officer Managers

15 min

Major GivingPrescription for Prospect Management7 minAnnual FundAnnual Fund Forecasts and the Path to Strategic Goal Setting27 minAnnual FundHow Effective are LYBUNT Strategies?30 min

Annual Fund

Introduction to the Annual Fund Layer

11 min

Annual FundWorking with Appeals25 minAnnual FundAn Alternative Model for Annual Fund29 minAnnual Fund

Reeher 6-Square Segmentation

23 min

Annual Fund

Annual Fund Spring Tune Up

22 min

Annual FundHow Effective are LYBUNT Strategies?20 min

Targeter

Introduction to Targeter

16 min

Targeter

Travel Planning with Targeter

15 min

Targeter

Add List - Uploading Files to the Platform

 3 minTargeterIdentifying Emerging Prospects3 minClass AgentHow to Contact A Prospect4 min
Introduction to Custom Predictive Models
5 min
Introduction to Targeter
16 min
Introduction to Viewports
3 min
Looking up and Entity
2 min
Adding a Contact Report
4 min
Introduction to Proposals
9 min
Travel Planning with Targeter
4 min
Introduction to List Views
4 min

 

Volunteer Network Fundraising

Topic

Duration

VNF Staff Workflow
30 min
How to Add Prospects
2 min
How to Contact a Prospect in VNF
4 min
How To Edit Prospect Contact Information
2 min
Class AgentNew Class Agent Workflow (webinar) 30 min

 

 2016 Reeher Vista Executive Conference  

 

  • The Reeher Perspective: A Look at Community Performance - 26 min

  • Direct Marketing Performance in Annual Giving - 32 min

  • Maximizing Peer-to-Peer Fundraising Programs - 33 min

  • Insights on Gift Office Lifecycle and Retention - 45 min

    • Tips and Tricks for Managing Your Team via the Reeher Platform - 26 min
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    2015 Reeher Vista Executive Conference 

  • The Reeher Perspective: The Future of Fundraising - 36 min
  • The Reeher Fundraising Maturity Model - 39 min

  • Defining and Defending Your Cost Structure - 32 min

  • 2015 Benchmarks and Performance Trends - 34 min

  • Guest Speaker: Jill Konrath - 58 min
    • Customer Spotlight: Saint John's University - 43 min
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    2016 Reeher Annual Fund Boot Camp

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    How to Track Your Progress
    2 min