Webinars
Are you getting the most out of REACH?
Unlock your full potential by participating in our free Webinars!
We’ll offer various sessions, each one uniquely focused on teaching a specific area within REACH.
Webinars will be recorded and will be posted following each session. Please allow up to 48 hours due to processing time.
Note: As an added security measure, you are required to fill out your information to download the recorded webinar.
Whether you’re just getting started or want to increase your knowledge, participating in a webinar will help ensure you’re getting the most out of your REACH account.
Upcoming Webinars
Wednesday, May 22nd, 2024
12:00 pm – 1:00 pm EST
17. Best Practices in REACH
Join us as we detail some best practices while using REACH.
We’ll discuss the various settings, notifications and other tools available that produce optimal results, increase your efficiency and keep you aware of important activity within your account.
Tuesday, August 13th, 2024
12:00 pm – 1:00 pm EST
18. Matching Gifts
Join us and Double the Donation as we explain our integration that automates your employer gift matching. We’ll show you the ease of set-up, detail its benefits, share statistics from fellow nonprofits benefiting from employer gift matching and list some top matching gift companies.
To learn more, view our Double the Donation article.
Past Webinars
Wednesday, March 20th, 2024
12:00 pm – 1:00 pm EST
16. Email Templates
Join us as we discuss this important communication feature in REACH.
We’ll review our system-generated emails and what emails are sent and when, how to create and customize your own email templates and debut new features such as the ability to customize subject lines and include an unsubscribe option.
What We Covered:
System Email Templates (12:00)
Updating System Email Templates (19:30)
Customizing Subject Lines (23:45)
Unsubscribe Option (25:00)
Using the Email Editor (29:00)
Importing HTML Template (40:00)
Using Custom Email Templates (43:30)
More information can be found in the REACH System Email and Email Templates Editor articles in our Knowledge Base. Reminder, you may also want to view our Communicating with Supporters Webinar.
Wednesday, January 24th, 2024
12:00 pm – 1:00 pm EST
15. Getting Started with REACH
Join us for a Webinar specifically geared to those just getting started with REACH.
We’ll provide some helpful tips and tools for setting up your REACH account, including account settings, customization options and inputting your data.
What We Covered:
Basic vs. Full Donor Management (2:30)
Where to Find Assistance (3:20)
Upcoming Trainings (4:30)
Commonly Used Terminology in REACH (8:00)
Useful Tips about Navigating and Learning REACH (10:00)
General Account Setup (13:15)
Donation Settings (18:15)
Portal Setup (23:30)
Site Integrations (32:00)
System Communications (33:20)
Setup and Testing (36:30)
Importing your Sponsorships and Supporters (49:10)
Preparing to Launch (54:45)
Additional Features (56:00)
More information can be found in the Getting Started section in our Knowledge Base.
Wednesday, November 15th, 2023
12:00 pm – 1:00 pm EST
14. Sponsorship Privacy Options
What We Covered:
Sponsorship Privacy Examples: Public View (9:00)
Private Profile Information Options (14:30)
Private Sponsorship Image Options (17:30)
Private Sponsorship Messages (21:45)
Hidden Sponsorship Classification (31:15)
More information can be found in the Sponsorship Privacy Options article in our Knowledge Base.
Wednesday, October 18th, 2023
12:00 pm – 1:00 pm EST
13. REACH + Double the Donation
What We Covered:
Navigating the Match Gift Industry (11:00)
360MatchPro and REACH: Solving Matching Gift Challenges (21:00)
Take Advantage of Year-End to Create Urgency (23:00)
Live Demo of 360MatchPro (24:15)
Setting Up Integration in REACH (40:30)
Creating a Dedicated Matching Gifts Page (43:45)
Further Reporting and Email Customization Options (47:00)
Reminders and Best Practices (50:30)
Getting Started (53:15)
More information can be found on the Double the Donation article in our Knowledge Base.
Wednesday, August 23rd, 2023
12:00 pm – 1:00 pm EST
12. All About Events
Learn about REACH’s built-in Event Management System that helps you plan and manage your events. We’ll detail our recent updates, show you how events are tied into your supporter’s records and more.
What We Covered:
Events Public View (12:15)
Events Admin View (19:45)
Custom Form Fields (25:15)
Ticket Options (26:30)
Reviewing Registrations (32:30)
Communication Options (36:30)
Donor Portal View (40:30)
Report Options (41:00)
More information can be found in the Events section of our Knowledge Base.
Wednesday, July 19th, 2023
12:00 pm – 1:00 pm EST
11. All About Products
We’ve recently made several updates to our Products, join us to learn what’s new! We’ll show you how to set up your Products online store to sell unlimited products with unlimited variants, view and report on your Orders and set up Sponsorship Gifts.
What We Covered:
Product Examples (12:00)
Importing Products (17:20)
Products Overview (18:00)
Adding Products (19:00)
Shipping Methods (23:20)
Product Variants (26:50)
Categories (28:20)
Discount Codes (30:45)
Products Associated to Campaigns and Events (34:20)
Product Reports (36:15)
Product Orders (39:00)
Admin Notifications (42:45)
Wednesday, May 17th, 2023
12:00 pm – 1:00 pm EST
10. A Developer’s Guide to REACH
Are you part of your organization’s website maintenance and developers team? Or, are you curious to learn more about the backend portal functions available in REACH? If so, be sure to register for this webinar.
You’ll hear from our CEO, CTO and Co-Founder, David McWilliams. We’ll discuss integrating your website with little to no technical knowledge, our built-in integrations with other services, our full custom branding capabilities and how to build your own custom integrations.
What We Covered:
Portal Design and Branding (11:25)
Menu Options (17:25)
Google Analytics, including how to convert to Google Analytics 4 (22:25)
Mailchimp (23:25)
Facebook (25:30)
Domain Names (27:06)
REACH Themes (32:10)
How to Update your REACH Theme to the newest version
Email and Mail Merge templates (42:25)
Zapier (45:10)
API, available for Pro and Pro Plus plan levels only (53:30)
API Documentation
Wednesday, March 22nd, 2023
1:00 pm – 2:00 pm EST
9. All About the Donor Portal
Learn all about the Donor Portal, where your donors can log-in to access and manage their information, read updates about their sponsorships, and send and receive communication.
What We Covered:
How to Help your Supporters Login
Customizing your Donor Portal
Customizing Emails with First Time Login Instructions
How to Update Payment Information
Printing Contribution Statements from the Donor Portal
Messaging a Sponsorship from the Donor Portal
Purchasing a Sponsorship Gift from the Donor Portal
Donor Portal Alerts
Catch Up Alerts for Past Due Donations
Wednesday, February 22nd, 2023
12:00 pm – 1:00 pm EST
8. All About Past Due and Recurring Donations
Learn all about past due and recurring donations in REACH. We’ll detail exactly what they mean, how to reconcile past due donations and provide your many options for recurring donations.
What We Covered:
How to Correctly Set Up a Sponsorship for a Supporter
How Past Due is Tracked
How to Adjust Number of Sponsorship Shares
How to Add a Sponsorship to an Existing Sponsorship
Sponsorship Account Rules
Recurring Donation Account Rules
Offline Sponsorship Past Due Notification
Donor Portal Past Due Indicator and Catch Up Alert
Wednesday, January 18th, 2023
12:00 pm – 1:00 pm EST
7. How to Use Reports in REACH
Reports give you access to your REACH data. Build, filter and schedule reports in endless combinations. Learn about your reporting options, how to build reports to run efficiently and how to read and understand the returned data you need.
Wednesday, November 16th, 2022
12:00 pm – 1:00 pm EST
6. Tips & Tools for Your Fundraising Campaigns
Learn all REACH has to offer for your fundraising campaigns. We’ll go over creating a gift catalog, setting up a campaign, sending to a mailing list from reports, setting up a special donation form and setting up text to give keywords and more.
What We Covered:
Example Webpage
Gift Catalogs
Campaign Fundraising
Donation Forms
Text to Give
Wednesday, October 19th, 2022
12:00 pm – 1:00 pm EST
5. Communicating with your Supporters
Learn the many ways REACH allows you to communicate with your supporters. We’ll discuss managing your settings, ways to follow up with your supporters, how to send mass communications and getting news updates to your supporters.
What We Covered:
Communications Overview
Emails
Email Templates
Supporter Notifications
Messages
Text Messages
Wednesday, September 21st, 2022
12:00 pm – 1:00 pm EST
4. What’s New in Sponsorships?
Learn all about our newest updates to sponsorships. We’ll discuss sponsorship best practices, demonstrate our newest features, get your live feedback and explore some things you may not know you can do. We look forward to sharing with you!
Wednesday, August 24th, 2022
12:00 pm – 1:00 pm EST
3. REACHpay: The New Payment Gateway from REACH
We know cost and efficiency are important. With REACHpay, there is a single transaction fee and your entire donation process will be handled within REACH. Using REACHpay simplifies your donation process and lowers your costs.
Wednesday, July 20, 2022
12:00 pm – 1:00 pm EST
2: Getting the Most of REACH: New Features
REACH is growing and improving! Are you changing with us? We want to make sure you’re benefiting from our latest features. Learn all about our newest features and the simple steps you can take to implement them yourselves.
Wednesday, June 22nd, 2022
12:00 pm – 1:00 pm EST
1: Managing and Grouping Your Supporters
Learn the many ways REACH offers to group and segment your supporters. You’ll leave with a better understanding of how to keep your supporter data clean, how to merge any duplicate records and how to find and generate the data you need.
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