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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

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

Introduction to Basic Contact Reports

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

Introduction

Reeher Predictive Models Overview11 min
Introduction

Relationship Profile Overview

10 min

Introduction

Introduction to the Advancement Layer                    

 9 min

IntroductionIntroduction to the Reeher Mobile App6 min
Introduction

Introduction to Officer Goals Management

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

Introduction to the Major Giving Layer

8 min

Major Giving

Introduction to Activity Center

9 min
Major 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 min
Annual FundAnnual Fund Forecasts and the Path to Strategic Goal Setting27 min
Annual FundHow Effective are LYBUNT Strategies?30 min

Annual Fund

Introduction to the Annual Fund Layer

11 min

Annual FundWorking with Appeals25 min
Annual FundAn Alternative Model for Annual Fund29 min
Annual 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 min
TargeterIdentifying Emerging Prospects3 min
Class AgentHow to Contact A Prospect4 min
Class AgentHow To Edit Prospect Contact Information2 min
Class AgentNew Class Agent Workflow (webinar) 30 min


 

 2016 Reeher Vista Executive Conference  

 

 

2015 Reeher Vista Executive Conference 

2017 Reeher Annual Fund Boot Camp

2016 Reeher Annual Fund Boot Camp