Module 1: Managing Constituent Information

• Searching for Constituent Records
• Entering and Tracking Person Data
• Entering and Tracking Organization Data
• Establishing Relationships

 Module 2: Setting Up Initiatives

• Defining and Assigning Staff, Volunteer, and Unit Roles
• Defining Other Supporting Information for Initiatives

 Module 3: Designing Audiences

• Setting Up Audiences
• Assigning Audiences to Initiatives

 Module 4: Managing Campaigns

• Creating Campaign Initiatives
• Defining Appeals
• Managing Initiative Actions
• Tracking Campaign Details
• Managing Campaign Budgets

 Module 5: Managing Volunteers

• Creating a Volunteer Initiative
• Defining a Volunteer Structure
• Assigning Volunteers to Tasks and Roles
• Viewing a Volunteer’s Previous Involvement

 Module 6: Managing Events

• Entering Events and Associated Meetings
• Managing Events in Conjunction with the 3Cs
• Managing CR Events

 Module 7: Managing Prospects

• Assigning Resources to Prospects
• Managing Prospect Strategies
• Managing Prospect Actions
• Managing Planned Giving Prospects
• Managing Prospects with Self-Service Outreach

 Module 8: Managing Prospects

• Setting up Commitment Entry
• Working with Sessions
• Managing Matching Gifts
• Managing Pledges and Conditional Pledges
• Queuing and Posting Sessions
• Making Adjustments
• Working with Self-Service Involvement
• Managing Giving Clubs

 Module 9: Managing Memberships

• Setting Up Membership Programs
• Creating Membership Initiatives
• Entering Member Dues
• Assigning Members to a Member Organization

 Module 10: Managing Business Units and SetIDs in Contributor Relations

• Managing BUs
• Securing BUs
• Using SetIDs and TableSets

 Module 11: Generating Acknowledgements

• Setting Up Acknowledgements in CR
• Defining Acknowledgement Rules
• Processing Acknowledgements
• Processing Acknowledgements

 Module 12: Processing Credit Card Transactions

• Setting up Credit Card Processing
• Enabling Self-Service Credit Card Transactions
• Processing Online Credit Card and Membership Payments

Contributor Relations Rel 9 Ed 3 Course Prerequisites:

• Basic knowledge about Oracle Fusion HCM applications
• Prior experience in Oracle HCM Cloud Service solutions
• Understanding of Contributor Relations workflow and functionalities
• Familiarity with Oracle Fusion Global Human Resources Cloud Service
• Practical experience in using Contributor Relations in at least one project.