Fundraising and Compliance Training Newsletter

February 2025

Welcome to the February edition of the Fundraising and Compliance Training Newsletter for customers, from NGP VAN!

 

Read on to learn about new updates regarding NGP VAN trainings.

 

Tips and Tricks

Optimizing your Email List

 

Keep your email list engaged by regularly cleaning out inactive contacts! For better deliverability, focus on supporters who’ve opened emails in the last 30–90 days. If you’ve used Targeted Email for at least three months, easily find your active contacts in the Targeted Email Summary under Create A List.

Learn more about optimizing your email list [here].

 

In Case you Missed It

Send My List to saved report templates

 

You can now send contacts in My List to your saved report templates. This means committees with saved report templates can quickly find specific data about the contacts in their lists and export that data for further analysis.

 

Recently Asked Questions

Can I assign specific contacts to staff, and if so, can I do it in bulk?

 

Yes, you can use the Assigned Staff field to keep track of the point person for your contacts. The field can be found in the Contact Management section of a contact record, or in the Vital Stats a Contact Preferences section. It is also possible to Bulk Apply Assigned Staff from My List or from a Bulk Upload. You can learn more about the Assigned Staff field [here].

 

Training Updates

Advocacy 101 is Available!

 

Our Advocacy 101 training is now available! This session covers how to create Advocacy forms in Online Actions, perfect for beginners with a basic understanding of Online Actions or those who’ve completed Forms 101.

Sign up for training [here]—we’d love to see you!

 
 
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