Difference between revisions of "Welcome"
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This is where you will find information about how YWAM Norway uses Tindra.<br> | This is where you will find information about how YWAM Norway uses Tindra.<br> | ||
You have to [[Special:Userlogin|log in]] to be able to access all pages. You can [[Special:RequestAccount|create an account]] if you do not already have one. | You have to [[Special:Userlogin|log in]] to be able to access all pages. You can [[Special:RequestAccount|create an account]] if you do not already have one. | ||
| + | |||
| + | {{tip|ProFundo CRM is our new system for working with donors after 01.01.2021 https://min.ywam.no/crm}} | ||
| + | |||
| + | == CRM info == | ||
| + | * CRM: https://uio.profundo.no | ||
| + | * Forum for questions: Use [https://teams.microsoft.com/l/channel/19%3ac991732add684ec4a043405f5893b337%40thread.tacv2/ProFundo%2520CRM?groupId=12b7399f-1c05-498a-bcd5-0a7250247c57&tenantId=e3c6e78f-a5c5-43a7-b884-f0b03bb72b5a MS Teams]. | ||
| + | * Training videos for CRM: Use [https://web.microsoftstream.com/channel/c7abb577-aabb-4244-b451-edf577d751c3 MS Stream] | ||
| + | * Documents etc for CRM: Use [https://ywamnorge.sharepoint.com/sites/NAFundraising MS SharePoint] | ||
== Campaign to register names == | == Campaign to register names == | ||
* [[Vervekampanje]] | * [[Vervekampanje]] | ||
| + | * [[Sign-up form]] | ||
== Daily usage == | == Daily usage == | ||
| Line 19: | Line 28: | ||
* [[Project and Campaign codes]] | * [[Project and Campaign codes]] | ||
* Sending [[SMS]] | * Sending [[SMS]] | ||
| − | * [[Giveroppfølging|Donor followup]] ([[Giveroppfølging]]) | + | * [[Giveroppfølging|Donor followup]] ([[Giveroppfølging]]) (work in progress) |
* List of [[Web links|links to MinSide and short-links]] | * List of [[Web links|links to MinSide and short-links]] | ||
| + | * [[Automated thanks]] | ||
| + | * [[Automated OCR giro]] | ||
| + | * [[Best practices for selecting names]] | ||
| + | * [[purl|PURL and QRcode]] | ||
| + | * [[Auto bunke]] | ||
| + | * [[Datafangst|Datafangst - Registration forms]] | ||
| + | * [[Sales|Sales or payments (not gifts)]] | ||
| + | |||
| + | == Searches often used == | ||
| + | * [[Names missing personal number]] | ||
| + | * [[Info about Årsoppgave]] | ||
== For the end user == | == For the end user == | ||
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* Setup of [[Bank account setup|bank accounts]] | * Setup of [[Bank account setup|bank accounts]] | ||
* [[Install Tindra]] | * [[Install Tindra]] | ||
| + | |||
| + | == Reading of bank information == | ||
| + | * [[Reading of bank information]] | ||
== Initial training == | == Initial training == | ||
Latest revision as of 09:26, 23 February 2022
This is where you will find information about how YWAM Norway uses Tindra.
You have to log in to be able to access all pages. You can create an account if you do not already have one.
ProFundo CRM is our new system for working with donors after 01.01.2021 https://min.ywam.no/crm
CRM info
- CRM: https://uio.profundo.no
- Forum for questions: Use MS Teams.
- Training videos for CRM: Use MS Stream
- Documents etc for CRM: Use MS SharePoint
Campaign to register names
Daily usage
Day to day maintenance of supporters.
- Register new name in Tindra.
- Create a name list for printing.
- Create one-time giro.
- Mass create one-time giros.
- Register incoming gifts in Tindra.
- Create AvtaleGiro
- from Tindra
- by using StreetRecruiter
- AvtaleGiro Process
- Project and Campaign codes
- Sending SMS
- Donor followup (Giveroppfølging) (work in progress)
- List of links to MinSide and short-links
- Automated thanks
- Automated OCR giro
- Best practices for selecting names
- PURL and QRcode
- Auto bunke
- Datafangst - Registration forms
- Sales or payments (not gifts)
Searches often used
For the end user
- How to sign up for "MinSide"
- Where to check skattefradrag
- How to create or change avtalegiro from MinSide
Maintenance
- Register new name in Tindra.
- Add name to my subregister
- Register family members
- Remove/delete name
- Create new Projects and Products
- Merge duplicate names
TAX - Skattefradrag
- Where can the donor check his skattefradrag
- How to change skattefradrag for a donor
- How to prepare for tax reporting
- The tax reporting process
Templates
Arrangement module
Initial Setup
- Setup links to Tindra from your HomePage
- Setup of bank accounts
- Install Tindra
Reading of bank information
Initial training
Get an intro on what Tindra is and how YWAM Norway uses it.
MailChimp
- MailChimp intro and maintenance
- How to send email blasts from Tindra (via MailChimp)
- Video training on MailChimp
