Introduction
In this module you will learn how to configure giving levels, preference categories, objectives, and budgets for Fundraising and Engagement. You will see how these settings are then used across different areas of Fundraising and Engagement such as constituent records, opportunities, and events for tracking and segmentation purposes.
After completing this module, you will be able to:
- Configure and use giving levels
- Set up preference categories
- Configure and use objectives
- Configure objective budgets