Marketing Forms Training: Reports and Payment Management

May 12, 2015

The following training video walks through advanced topics when setting up a new Marketing Forms account, including:

  • Running payment tests  & testing your gateway
  • Accessing the Donation Export report (Replacement for Quick Pledge Batch File)
  • Other reporting options: Order Report, Pledge Report, Contact Report
  • Managing Payments

Video last updated 5/11/15

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