Support Center

Outreaches

  • Outreach Overview

    A mailing or call list, an event, or marketing initiative, such as an advertisement, direct mail, or conferenc...

    Oct 28, 2013 09:40PM CDT
  • Outreach Hierarchy

    A set of up to five outreaches organized into a hierarchy. A parent outreach can have several child outreaches...

    Oct 28, 2013 09:33PM CDT
  • Outreach Members

    Any lead or contact associated with an outreach. This is one of the best reasons to use outreaches to track ev...

    Oct 28, 2013 09:40PM CDT
  • Using the Outreach Members Related List

    With the Outreach Members related list, you can view, add, edit, or remove outreach members directly from an o...

    Feb 06, 2014 10:10AM CST
  • Adding Outreach Members from the Manage Members Page

    To add outreach members from the Manage Members page: Click Manage Members and choose Add Members - Search ...

    Oct 28, 2013 09:49PM CDT
  • Adding New Synagogue Members

    Create Membership Designations If your synagogue has different membership types, we recommend that you crea...

    May 07, 2014 07:15PM CDT
  • Using the Lead Import Wizard with Campaigns

    With the Lead Import Wizard, you can import a list of up to 50,000 new leads and associate them with an outrea...

    May 20, 2015 09:00AM CDT
  • Add Outreach Members from Reports

    To add leads or contacts from a report to an outreach: Click Add to Outreach from an outreach, contact, ...

    Oct 28, 2013 09:55PM CDT
  • Adding Contacts or Leads from a List View to an Outreach

    To add existing contacts or leads to an outreach from a list view: Navigate to a list view of contacts o...

    Oct 28, 2013 10:15PM CDT
  • FormAssembly to Portal

    Grab Form URL First grab the link you will need from the FormAssembly page. To do this click on your form...

    May 16, 2014 03:00PM CDT

Contact Us

  • Email Us
  • Congregation Connect support is available via email. Please email support@congregationconnect.com and one of our Support Specialists will respond as quickly as possible.
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