Page 78 - DWN Regional Leader Handbook_Print (1)

Event Promotion INFUSIONSOFT

InfusionSoft is our CRM system which we use for

• Member records
4 multiple purposes including:
• Member’s event history
• Sending email broadcasts
• Viewing member demographics
• Event attendee lists

There are instructions on SharePoint that will help
you do the following:
• Send an email broadcast
• View the email broadcast reports
• View Regional Group Members
• View custom fields in saved searches - this can
be used for viewing the demographics of the
members in your region.

InfusionSoft istructions can be found on
SharePoint -> Training and Development ->
InfusionSoft

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