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Make yourself ready for the dawn of donorflex 12.0

March 20, 2023 - by Mark Higgitt

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donorflex 12 is here – and with it comes an opportunity to say hello to the great new tools you’ll be using to manage your supporters as soon as you upgrade!

Our special, one-off donorflex 12 revealed day in Birmingham, last October, gave you the first opportunity to eyeball what’s coming your way.

Now we’ve put seven dates in the diary, between mid-April and mid-July, to do the same as you prepare to make 12 a huge part of your working day.

Each date will bring you five individual Zoom sessions. Each session focuses on a particular donorflex topic....

  • Events & Pledges
  • Reports wizard
  • Anonymisation & Deletion
  • Bulk operational emails using Outlook
  • 10 Little Gems (with ADDACS up first, then Gift Aid and Soft Credits leading the other nine)

.... meaning you can join us for the ones that suit your donorflex role, and skip the ones that don’t.

THE DATES

So, that’s these seven opportunities – as the summer approaches – for your whole team to prepare for 12 in detail:

  • Wednesday, April 19
  • Thursday, May 4
  • Tuesday, May 16
  • Thursday, June 1
  • Wednesday, June 14
  • Wednesday, June 28
  • Wednesday, July 12

HERE’S THE DEAL!

We know which organisations had at least one delegate at October’s face-to-face donorflex 12 revealed event. If you were among them, the great news is that we’re giving you the opportunity to book your first 10 Zoom places free of charge. Yes, FREE. It’s our way of saying thank you for joining us back then.

If you’d like to book more than 10 places, we’ll charge £60 (excluding VAT) for every additional block of 10 places (or part thereof).

If something prevented you from playing a part in the October event, you’ll be able to book up to 10 places for a one-off charge of £60 (excluding VAT) and we’ll invoice you accordingly. That’s great value.

BOOKING YOUR SEATS

Our Covid lockdown Keeping in Touch sessions were limited to a maximum of two delegates per organisation per session, to ensure that as many different organisations as possible could have someone in that particular Zoom room for that particular session.

We’re doing the same for these donorflex 12 sessions. In short, your 10 places could be taken up by having two people in each of the five sessions on the same day. Or you could spread them out across the seven dates.

This time, we’ve increased the number of seats per session from 16 to 24. So, the advice is to claim your seats as soon as you can.

If you book more than two seats per session, we’ll drop you a warm and friendly email to ask you to trim it back to two.

WANT TO BOOK NOW?

If you want to book a seat or two for the topic of your choice, here’s what to do:

  • Ask your nominated donorflex Liaison Manager to click the Bookings button on the main menu and log in to the bookings website. The DLM is the colleague whose unique login credentials give access to that area
  • Choose the appropriate form for that chosen topic, and please remember these important points:
    • Each booking form requires the details of the person who’ll be acting as your point of contact for the booking
    • If they’re also going to be joining us as a delegate in the Zoom room, you MUST click the ‘New delegate’ button and repeat their details
  • Confirm your booking for this specific topic by clicking the ’Update’ button
  • If you want to book another session, go back to the diary of events and repeat the process in the other booking forms, as appropriate

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