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THE RAISER’S EDGE MOBILE APP(i)

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• This session is in listen-only mode.

• Please use the Q&A Panel to submit questions.

• The best way to hear the audio for this webinar is through your computer speakers.

- Once you join the presentation, a small audio broadcast box will appear on your screen and you will hear the host through your computer speakers.

- If this does not happen automatically, click on the Communicate menu in your WebEx screen and select Join Audio Broadcast.

- If you cannot connect with the audio broadcast via your computer, you can join using the teleconference. Use these steps:

• Leave the audio broadcast by clicking on Communicate > Leave Audio Broadcast.

• Get the teleconference number, click on Communicate > Join Teleconference.

• Teleconference information: <Insert HERE>

HOUSE KEEPING….

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Data Portability- Optimized presentation of constituent

information for smartphone- Up-to-date information for constituent

profiles—no more printing static copies- Access recent gift data- No more lugging around binders or laptops- Add constituents as Favorites for offline

access - Leverage native smartphone functions like

click-to-call, mapping, email, text

Ease of Update- Meets users where they are used to

working- Add/edit notes and call reports on the road

—right into the constituent record- Complete your assigned actions and add

new actions

MOBILE FUNCTIONALITY

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CONSTITUENT RECORD

Constituent Record- Easy to read contact information- Email, call or text right from the constituent

record- See Details, Giving, Notes, Actions,

Relationships

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CONSTITUENT RECORD DETAILS

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CONSTITUENT GIVING HISTORY

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ORGANIZATION RECORD

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DASHBOARDS

Dashboards for quick access to gifts and actions

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DE MO