Lutheran Services in America Offboarding Document
Meeting Recordings
- Intro Call
- Audit Call
- Audit Presentation
- Kick Off
- WordPress and Mailchimp Integration Walkthrough
- Data Migration Discussion
- Zoom Integration Call
- Check-in 2/12
- Optima & LSA
- Check-in 2/26
- Check-in 3/12
- Optima x LSA Phase 2 Tasks Discussion
- Check-in 3/26
- Check-in 4/9
- Discussion: Automation Options & Recommendations
- Check-in 4/23
- Sales and Marketing Hub Training
- Delta Migration & Donations Review
- Optima x LSA Data Review
- Optima x LSA Development Training
- Optima x LSA Marketing Hub Sync
- Check-in 5/8
- Dues Notice Discussion
- Touchbase 5/22
- Touchbase 5/29
- Offboarding Call
Loom Videos
- Connecting Your Email to HubSpot
- Basic User Setup
- Update on Primary Invoicing Contact Information
- Deal Logging and Pipeline Selection Guide
- Payment Status Tracking in HubSpot
- Pipeline Walkthrough
- Connecting Domains in HubSpot
- How to update an automated email in a workflow
- Editing the Deal Creation Workflow for Annual Donor Dues Tracking in HubSpot
- How to add a new LSA program to the automation
- How to Upload Knowledge Base Articles
- How to Track LSA Program Participation
- How to check the property history
- HubSpot Data Quality interactive demo
- How to Make Your Pipeline Timefinite
- LSA Member Pipeline and Dues Payment Pipeline Walkthrough
- Dues Template Walkthrough
- How to Get a PandaDoc Token
- How to import the Sample Zoom Webinar file
- Bulk Importing Contacts in HubSpot
- Understanding HubSpot Seat Features
- Fill out the missing data in the Zoom webinar
- Recommendation for updating last dues amount paid data
- How to add Soft Credits to Donations
- Sharing HubSpot Forms
- Automation Workflow Overview for Dues Sending
- Payment Status Tracking in HubSpot
- How to add an option in the Gift Use Property
- Creating Specific Donor Giving History List
- Creating a Custom Report for Donations
- How to create Call List Report and Export it
- How to create Email List Report and Export it
- How to create Mailing List Report and Export
- How to create tributes and Tributees report
- Creating a Report for Pledges and Donations
- How to create Donations report for a Defined Time Period
- Creating a company list and associating CEOs
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Exporting Companies from HubSpot and Utilizing Vlookup for Zoom Webinar Import
- Updating Multi-Select Properties in HubSpot
Articles