Compass-360 gives you the ability to interact with select online applications from directly within Compass-360. MailChimp Compass-360 connects with MailChimp to utilize their email designer and create…
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Compass-360
Help Docs, Job Aids & Frequently Asked Questions
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Viewing Query Results
After running the query, you will be able to view and filter the results of the query. The results of the query will be listed. You can…
Read moreSelecting and Running a Query
Open the Query Module to see the list of default queries created for each Compass-360 module. Expand the box next to each to see all the queries…
Read moreQuery Module
A query is a request for data or information from a database table or combination of tables. The Query Module is where you will be able to…
Read moreCreating a Letter Template
You can create letter templates that can be used to generate letters in Compass-360 to be sent to your constituents. First, open the File Cabinet module, then right-click on…
Read moreDocument Storage
The File Cabinet module is a place to store merge letters, documents, organizational best practices and more.
Read moreCourses and Classes
You can use Compass-360 to track and manage Courses and Classes that your organization might offer. To get started, open the Courses and Classes module. Add a…
Read moreExporting Constituent Tags
To export any available tag that is associated with your constituent records: Go into the Constituents module. Select Queries. Run the Compound Tag Query. You will see…
Read moreImporting Basic Constituent Info
These instruction are for adding basic constituent information (contact info / tags). For more complex uploads, please contact help@compass-360.org. Prepping the Import File From Excel, use the following...
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