What is Expert Assist

Written by Reina Gallion

Last published at: September 23rd, 2019

You have mastered the basics of setting up and launching your giving programs. However, you haven’t had time to learn Reporting, Mail Merge, or other areas of Foundant that would save you a lot of time, and make using the site easier and more professional. Foundant Expert Assist is here to help. With Expert Assist, you will work with your existing Client Services Manager (CSM), tap their experience and knowledge, and get the final 20% of your system implemented, which will make 100% of the difference.

Expert Assist Includes:

  • Custom Print Packets
  • Building Common Mail Merge Templates
  • Building Common Reports
  • Annual Tune Ups

Expert Assist does not Include:

  • Building forms
  • Building email templates (we already include examples in your Sandbox site for free!)