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Reeher Recorded Training Sessions

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          

Training Video                                                                          

Duration

Click to Launch

Updated FeatureNew Experience for Notifications Overview4 minLaunch
New FeatureIntroduction to The Drawer2 minLaunch
New Feature

Introduction to Basic Contact Reports

5 minLaunch
New FeatureAccessing Basic Contact Reports2 minLaunch
New FeatureOfficer Benchmarks4 minLaunch
New FeatureNew Class Agent Workflow4 minLaunch
IntroductionIntroduction to the Reeher Platform14 minLaunch

Introduction

Reeher Predictive Models Overview11 minLaunch
Introduction

Relationship Profile Overview

10 min

Launch

Introduction

Introduction to the Advancement Layer                    

 9 min

Launch
IntroductionIntroduction to the Reeher Mobile App6 minLaunch
Introduction

Introduction to Officer Goals Management

8 minLaunch
IntroductionIntroduction to Setting Officer Goals14 minLaunch

Introduction

Control Panel -  Advanced Training

12 min

Launch
Introduction

Introduction to Affinity Clusters

30 min

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

Introduction to the Major Giving Layer

8 min

Launch
Major Giving

Introduction to Activity Center

9 minLaunch
Major Giving

Targeter Queries Every Gift Officer Should Have

16 min

Launch
Major Giving

Targeter Queries Every Officer Manager Should Have

30 min

Launch
Major Giving

Short Time to Money Prospects

19 min

Launch

Major Giving

Identifying Planned Giving Prospects

30 min

Launch
Major Giving

 Portfolio Hygiene for Gift Officers

12 min

Launch

Major Giving

 Portfolio Hygiene for Gift Officer Managers

15 min

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

Annual Fund

Introduction to the Annual Fund Layer

11 min

Launch
Annual FundWorking with Appeals25 minLaunch
Annual FundAn Alternative Model for Annual Fund29 minLaunch
Annual Fund

Reeher 6-Square Segmentation

23 min

Launch
Annual Fund

Annual Fund Spring Tune Up

22 min

Launch
Annual FundHow Effective are LYBUNT Strategies?20 minLaunch

Targeter

Introduction to Targeter

16 min

Launch

Targeter

Travel Planning with Targeter

15 min

Launch
Targeter

Add List - Uploading Files to the Platform

 3 minLaunch
TargeterIdentifying Emerging Prospects3 minLaunch
Class AgentHow to Contact A Prospect4 minLaunch
Class AgentHow To Edit Prospect Contact Information2 minLaunch