Bonterra Academy | Bonterra Tech

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Access webinars, classes, and trainings for seamless software setup and management.

Apricot

Are you brand new to Apricot? We recommend you attend the following webinars in the order they are listed below

You can also check out our Apricot Targeted and Apricot Advanced webinars below.

Title	Course Description	Audience	Duration	Link to Recording	Live Webinar Registration
Welcome to Apricot	A basic overview of the structure and fundamental features of Apricot: sites, programs, users, permissions, forms and reports.	All users	25 min	View Recording	Register here
Navigating Apricot	Familiarize yourself with the basic navigation of your Apricot database.	All users	25 min	View Recording	Register here
Data Entry in Apricot	Learn about the importance of data integrity and develop an understanding of Forms and Linking within your Apricot.	All users	25 min	View Recording	Register here
How to Be a Strong User	Discover best practices for quality data entry and obtaining support when using Apricot so that users can effectively leverage the software as a tool to make their job easier.	All users	25 min	Coming soon	Register here
Data Entry Via Attendance Tracker	Learn how to use the Classes & Terms feature for tracking attendance.	All users	25 min	Coming soon	Register here
Data Entry Via Registration Grid	Learn best practices for tracking attendance via Classes and Events Tier 1 Document Folder.	All users	25 min	Coming soon	Register here
Admin Duties	Understand the duties and expectations of an Administrator.	Admins	25 min	View Recording	Register here
Designing Tier 1 Forms	Learn how to design custom forms for tracking subject identity and demographics.	Admins	25 min	View Recording	Register here
Designing Tier 2 Forms	Learn how to design custom forms for tracking interactions with subjects.	Admins	25 min	View Recording	Register here
Advanced Form Design	Discover how to use masked value fields and calculations in the form designer.	Admins	25 min	View Recording	Register here
Linking Fields	Understand the purpose of and best practices for working with linking fields in the form designer.	Admins	25 min	View Recording	Register here
Managing User Access	Covers best practice for expanding and restricting users' access to various features in the software.	Admins	25 min	View Recording	Register here
Managing User Accounts	Walks administrators through best practices for creating, updating and removing user accounts.	Admins	25 min	View Recording	Register here
The Connection Between Forms and Reports	Walk through expected behavior of various form field types within the Report Builder to aid in making informed decisions when designing.	Admins	25 min	View Recording	Register here
Report Building Foundations	Learn the best practices and expected behavior when building custom reports.	Admins	25 min	View Recording	Register here
Filtering Reports	Learn the best practices and expected behaviors of the filter tool within the Report Builder.	Admins	25 min	View Recording	Register here
Designing for Staff Buy-In	Walks through lesser-known features that make the user experience easier and more practical.	Admins	25 min	View Recording	Register here
Site and Program Management	Covers the best practices for managing and creating custom sites and programs.	Admins	25 min	View Recording	Register here
Go Live Prep	Learn tips and best practices for preparing your site and team members to start tracking real data in the software.	Admins	25 min	View Recording	Register here
Importing Data	Walk through best practices for uploading data into Apricot.	Admins	25 min	View Recording	Register here
3 Common Import Tool Mistakes and How to Avoid Them	Walks through 3 most common challenges users face when uploading data and how to avoid them.	Admins	25 min	View Recording	Register here
Managing Data	Learn the best practices for helping staff develop good login habits and tips for troubleshooting common user issues.	Admins	25 min	View Recording	Register here
Modifying Forms	Best practices for making changes to forms and how changes impact reporting.	Admins	25 min	View Recording	Register here
Taking Over the Admin Role	Shows new Administrators who’ve inherited Apricot from a previous administrator how to survey their site to understand their current Apricot Design.	Admins	25 min	View Recording	Register here
Optimizing Your Apricot	Learn new strategies for maintaining a healthy Apricot long term, including the importance of outcomes and developing change management and governance frameworks.	Admins	25 min	View Recording	Register here
3 Mistakes to Avoid When Working with Reports	Walks through top 3 mistakes users see when running reports and how to trouble shoot each.	Admins	25 min	View Recording	Register here
Working with Form and Report Templates	Learn the best practices for utilizing the form template library and benefits of leveraging the existing reports for streamlined building.	Admins	25 min	View Recording	Register here

Are you looking for quick trainings? Check out these short webinars below

Title	Course Description	Audience	Duration	Link to Recording	Live Webinar Registration
Replacing Fields in Forms	Review how to replace existing fields when re-designing your forms.	Admins	15 min	View Recording	Register here
Building Reports to Pull Record IDs for Import	Learn how to build a report that identifies Record IDs for a smooth and accurate data import.	Admins	15 min	Coming soon	Register here
Importing Data into New Fields	Learn how to import data from an original field to a new field within your form.	Admins	15 min	View Recording	Register here
Best Practices when Replacing Fields in Forms	Review best practices and considerations when moving data to a new field in your form.	Admins	15 min	View Recording	Register here
Searching For Records and Record Access	Learn tips and tricks for effectively searching records and troubleshooting record access.	Admins	15 min	View Recording	Register here
Using Limits in Reporting	Covers adding limits to your reports with relevant use cases.	Admins	15 min	View Recording	Register here
Adding Filters to Limits	Walks through adding filters to the limits within your reports to refine results.	Admins	15 min	View Recording	Register here
Using Aliases in Reporting	Reviews aliases and how to meaningfully use them in reporting.	Admins	15 min	View Recording	Register here
Adding Filters to Aliases	Understand how filters work with aliases in your reports.	Admins	15 min	View Recording	Register here
Building Your Intake Form	Learn to utilize Intake Forms to encourage seamless self-referrals to your agency.	Admins	15 min	View Recording	Register here
Building Reports to Locate Intake Records	Learn to build a report that identifies new records created through your Intake form.	Admins	15 min	View Recording	Coming soon

Check out these advanced webinars!

Title	Course Description	Audience	Duration	Link to Recording	Live Webinar Registration
Keep Your Data Organized & Secure: Apricot Program Assignment Options	Covers Program Assignment options for new records and how to adjust Program Assignment for existing records to maintain data security.	Admins	45 min	View Recording	Register here
Streamlining Staff Access to their Caseload	Learn how to setup the Caseloads feature to assign Participants to Users and help focus their attention and access.	Admins	45 min	View Recording	Register here
Adding Summaries to Reports: Let Apricot Help You Analyze Your Data	Discover different summary options in Apricot Reporting to help tell the story of your impact.	Admins	45 min	View Recording	Register here
When to Use Results Reporting: Comparison of Apricot Reporting Options	Understand the strengths of Results Reporting to know when to use this more robust tool versus Apricot Native Reporting.	Admins	45 min	View Recording	Register here
How to Track Multiple Services in One Form	Learn an alternative to multi-select fields and checkboxes that allows for easy tracking and reporting on multiple services in one interaction.	Admins	45 min	View Recording	Register here
Options for Tracking Attendance: How to Choose for Your Organization	Understand the different attendance tracking options in Apricot to pick what's right for your events, classes and activities.	Admins	45 min	View Recording	Register here
Making Forms Relevant with Conditional Questions	Learn our Form Logic feature to set up conditional questions and actions that help your staff collect the most relevant information.	Admins	45 min	View Recording	Register here
Setting Up Participant Portal: Connect & Engage with Key Audiences	Discover how our Connect and Direct Messaging features can help you engage and empower your Participants.	Admins	45 min	View Recording	Register here
How to Create Dynamic Dropdowns with Smart Lists	Understand how to use Smart Lists for questions with a dynamic list of answer choices based on your own data.	Admins	45 min	View Recording	Register here
How to Migrate to Role Based Permissions	Learn the benefits of our new Permissions and how to make the switch.	Admins	45 min	View Recording	Register here

ETO

Are you brand new to ETO? We recommend you attend the following webinars in the order they are listed below

Title	Course Description	Audience	Duration	Link to Recording	Live Webinar Registration
Navigating ETO	Familiarize yourself with the basic structure and navigation of your ETO database	All users	25 min	Coming soon	Register here
Working with Participants & Families	Learn best practices for preventing duplicates when adding new participants and/or families into the system	All users	25 min	Coming soon	Register here
Data Entry in ETO	Learn best practices for data integrity when working with core features in ETO	All users	25 min	Coming soon	Register here
Working with Entities	Discover how to use Entities to track your partnerships with other organizations in your community	All users	25 min	Coming soon	Register here

Are you looking for quick trainings? Check out these short webinars below

Title	Course Description	Audience	Duration	Link to Recording	Live Webinar Registration
Logging Into ETO	Review best practices and troubleshooting tips for logging in	All users	15 min	Coming soon	Register here
Enterprise Navigation Settings	Learn useful settings to unify the navigation across your enterprise	Enterprise Admins	15 min	Coming soon	Register here
Participant Groups Across the Enterprise	Learn how to move participant groups across sites in your enterprise	All users	15 min	Coming soon	Register here
Duplicated Participants Across the Enterprise	Review best practices and considerations when moving participants across sites on the enterprise	Enterprise Admins	15 min	Coming soon	Register here
Demographic Visibility	Learn tips and tricks for effectively viewing and managing demographics	Admins	15 min	View Recording	Register here
Troubleshooting TouchPoint Data Visibility	Learn tips and tricks for ensuring TouchPoint data is visible for the right users and programs	Admins	15 min	View Recording	Register here
Batch Upload Best Practices	Review best practices and considerations when uploading data into ETO	Admins	15 min	View Recording	Register here
Troubleshooting Batch Upload	Discover useful tools for troubleshooting common batch upload challenges	Admins	15 min	View Recording	Register here
Results Report Security	Understand the various settings impacting how Results reports return data	Admins	15 min	View Recording	Register here
Troubleshooting Reports	Learn tips for troubleshooting the most common challenges users face when running reports	Admins	15 min	View Recording	Register here

Results Reporting

Are you brand new to Results Reporting? We recommend you attend the following webinars in the order they are listed below

Title	Course Description	Audience	Duration	Link to Recording	Live Webinar Registration
Basic Formatting	Understand formatting tools to customize the look and feel of Results reports	Admins	25 min	View Recording	Register here
Ordering and Sorting Data	Learn how to use the sorting tool to customize the layout of data in reports	Admins	25 min	View Recording	Register here
Query Filters	Discover the best practices for using Query Filters to narrow data sets	Admins	25 min	View Recording	Register here
Report Filters	Discover how and when to use Report Filters to adjust data displayed by reports	Admins	25 min	View Recording	Register here
Input Controls	Understand how and when to use Input Controls to adjust data displayed by reports	Admins	25 min	View Recording	Register here
Footer Calculations and References	Understand how to use Footer Calculations to summarize or clarify data in tables and use references to optimally position this information	Admins	25 min	View Recording	Register here
Formula Basics	Develop a strong foundation for writing formulas	Admins	25 min	View Recording	Register here
Formula Bar and Variable Editor	Understand best practices for writing formulas and variables and understand when to use each tool	Admins	25 min	View Recording	Register here

EveryAction

Are you brand new to EveryAction? We recommend you attend the following webinars in the order they are listed below

Title	Course Description	Audience	Duration	Link to Recording	Live Webinar Registration
Welcome to EveryAction!	This course provides an overview of accessing the database with your ActionID, an introduction to the features of an EveryAction platform, a database feature overview, and information on accessing resources and support	All users	25 min	View Recording	Register here
User Management	This course covers learning the various aspects of user profiles and roles, creating user accounts, troubleshooting account creation and deletion, and defining security protocols to protect your data	Admins	25 min	View Recording	Register here
Designations and Gateways	This course covers adding designations to reflect your financials processing needs, establishing gateways for contributions processing, and establishing connections on contributions forms	Site Administrators and Digital Users	25 min	View Recording	Register here
Contact Record	This course provides an understanding of navigation for the features of the Contact Record, learning customization options for making the most out of your record design, and participating in a walkthrough of the features and best practices for functionality of the Contact Record	All users	25 min	View Recording	Register here
Updating Contact Records	This course covers a review of data entry and data upload options, editing Contact Records through single edits, and uploading/updating records with Bulk Apply and/or Bulk Upload	Administrators and Digital Users	25 min	View Recording	Register here
Data Management	This course covers Contact Records Matching, Merging Duplicate Contact Records, Deleting Contact Records, and data management best practices	All users	25 min	View Recording	Register here
Activist Codes	This course provides a review of codes and code types, while focusing on Activist Codes, the creation, application, and deletion of Activist Codes, and using Activist Codes to view and search on contact records	All users	25 min	View Recording	Register here
Source Codes	This course covers creating Source Codes, applying Source Codes in EveryAction across multiple features, viewing and searching on Source Codes, and tracking and reporting on Source Codes	All users	25 min	View Recording	Register here
Extended Codes	This course reviews the multiple definitions and functions of codes in EveryAction, understanding how and when to use and apply the host of codes, and learning the differences between codes and their many uses	All users	25 min	View Recording	Register here
Online Events Zoom Overview and Accessibility	This course covers setting up your Zoom Integration, linking your event from EveryAction to Zoom, data syncing information between Zoom and EveryAction, and understanding how to troubleshoot the Zoom Integration	Events Management users	25 min	View Recording	Register here
Online Actions Overview	This course provides an overview of Online Actions, understanding how and when to use Online Actions tools, and a walkthrough of the functions within Online Actions	All users	25 min	View Recording	Register here
Online Actions Forms	This course provides an overview of Online Actions Forms, understanding how and when to use each Online Actions form and their use cases, and learning how to create an Online Actions Form	All users	25 min	View Recording	Register here
Ticketed Events	This course provides a review of the Ticketed Event and Ticketed Event forms, understanding how to set up a Ticketed Event in EveryAction, and learning how to create associated Ticketed Event forms	Events Management users	25 min	View Recording	Register here
Moving Over Your Email Program	This course reviews the functions and differences between SPF and DKIM, understanding how these functions support a healthy communications program, and learning how to setup your email program settings to ensure successful email delivery	All users	25 min	Coming soon!	Register here
Volunteer Management	This course covers reviewing the Volunteer Management Dashboard, learning more about recruitment, and exploring how to manage events, phone banks, and distributed canvasses	Volunteer Management users	25 min	View Recording	Register here
High Touch Fundraising Tools	This course covers understanding the basics of fundraising engagement with the Fundraising Management Dashboard, a review of the Political Fundraising Tools, and locating resources for Fundraising Analysis	Donor Management users	25 min	View Recording	Register here
Advanced Contributions	This course covers processing refunds for contributions, processing donations on mobile devices, and how to create and use Self-Service pages	All users	25 min	View Recording	Register here
Boosting Contributions	This course covers using contribution costs to increase contribution amounts and creating more sustainers using a Recurring Upsell Lightbox	All users	25 min	View Recording	Register here
Events Overview	This course provides an overview of events in EveryAction, viewing and sharing scheduled events, and creating an event signup form	All users	25 min	View Recording	Register here
Event People Management	This course provides a walkthrough on scheduling people for an event, creating event signup templates, and creating event signup forms	All users	25 min	View Recording	Register here
Email Metrics and Audiences	This course covers using Create a List for creating email audiences, best practices for optimizing your list for email deliverability, and using A/B Testing in Targeted Email	All users	25 min	View Recording	Register here
Email Overview	This course provides an overview of the core tools and uses for Targeted Email and Triggered Email, and a walkthrough of creating and sending emails	All users	25 min	View Recording	Register here
Email Design	This course provides an overview of the Drag and Drop Editor and Classic Editor, personalizing your emails with Merge Fields and Conditional Content, and using reusables	All users	25 min	View Recording	Register here
Email Reporting	This course covers learning email performance terms, tracking Targeted Email performance and statistics, and improving deliverability with email scoring	All users	25 min	View Recording	Register here
Virtual Phone Bank	This course provides an overview of Virtual Phone Bank, creating Virtual Phone Banks, making Virtual Phone Bank calls, and reporting on Virtual Phone Bank	All users	25 min	View Recording	Coming soon
Digital Tools	This course provides an overview of Digital Tools offered in EveryAction and a walkthrough of using Digital Ad Plans	All users	25 min	View Recording	Register here

Network for Good

Are you brand new to Network for Good? We recommend you attend the following webinars in the order they are listed below

Title	Course Description	Audience	Duration	Link to Recording	Live Webinar Registration
Set up for Success	Introduction to onboarding process and new fundraising software	New Admins	25 min	View Recording	Register here
Start Fundraising with NFG	Build a general donation page	All users	25 min	View Recording	Register here
Import Your Data	Help you gather and prepare your data for import	All users	25 min	View Recording	Register here
Send an Email Blast	Send a test email blast	All users	25 min	View Recording	Register here
Say Thanks with Acknowledgments	Review acknowledgment process and learn how to create templates	All users	25 min	View Recording	Register here
Leverage Your Data	Create financial reports and build segmented lists for targeted outreach	Advanced users	25 min	View Recording	Register here
Set up and Run an Event	Build and manage your Event page	Essential Event users	25 min	View Recording	Register here
Set up and Run an Auction	Build and manage your Auction	Auctions users	25 min	View Recording	Register here

CyberGrants

Are you brand new to CyberGrants? We recommend you attend the following webinars in the order they are listed below

Title	Course Description	Audience	Duration	Link to Recording
Implementation Overview	An overview of the implementation process including customer expectations and phases of the onboarding journey.	Admins	15 min	View Recording
User Management Webinar	Learn about User Management and become familiar with updating user profiles, internal users, user licenses, security settings, as well as, managing donor records, donor roles, and permissions.	Admins	25 min	View Recording
HR Feeds	A review of HR Feeds for Employee Engagement programs – the process of transmitting your HR data into CyberGrants.	Admins	30 min	View Recording
Contact Center Support for End Users	An overview of the Bonterra Contact Center support resource including team structure, availability and processes for managing support inquiries.	Admins	15 min	View Recording
How to Configure Support Areas for Admins	An instructional video on setting up Support Areas to proactively answer common end user questions.	Admins	15 min	View Recording
Understanding CyberGrants Disbursement Solutions	A look into how our CyberGrants Disbursement Solution streamlines payment processing and maximizes philanthropic impact.	Admins	25 min	View Recording
Understanding Employee Engagement	A high-level overview of the Employee Engagement program within CyberGrants.	Admins	15 min	View Recording
Understanding Grants Management	A high-level overview of the Grants Management program within CyberGrants.	Admins	15 min	View Recording
Update an Approval Workflow	An instructional video on updating an existing Grant Program approval workflow when there is a shift in admin user approval responsibilities.	Admins	3 min	View Recording

Insights Reporting eLearning is available. Please click here for instructions on how to access it: How to access Insights eLearning

*Note: To access the instructions, please enter the CyberGrants portal using your program user credentials to view this article in the Help Center

Salsa

Are you brand new to Salsa? We recommend you attend the following webinars in the order they are listed below

Title	Course Description	Audience	Duration	Link to Recording	Live Webinar Registration
Adding Salsa CRM Users	How to manage permissions and add roles to internal users	Admins	15 min	View Recording	Register here
Creating Constituents and Supporters	How to add Constituents in Salsa CRM and Supporters in Salsa Engage	Admins	15 min	Coming soon	Register here
Adding Donations in Salsa CRM	Walkthrough of adding donations in Salsa CRM	Admins	15 min	Coming soon	Register here
Managing Recurring Donations	How to add, edit, and delete recurring donations	Admins	15 min	Coming soon	Register here
Preparing a Spreadsheet for Advanced import	Best practices for formatting your organization's spreadsheet for advanced import in Salsa CRM	Admins	15 mins	Coming soon	Register here
Advanced Importing and Resolution Queue	How to complete a data import and manage the resolution queue in Salsa CRM	Admins	15 mins	Coming soon	Register here

GiveGab

Are you brand new to GiveGab? We recommend you attend the following webinars in the order they are listed below

Title	Course Description	Audience	Duration	Link to Recording	Live Webinar Registration
Getting Started with Giving Days	In this session, we will guide you through the process of registering and setting up your organization, covering everything from an overview of the dashboard to adding users, linking bank accounts, and more. We’ll conclude by reviewing steps for creating your Giving Day profile, and how to prepare for the steps following your initial setup!	Giving Day Participants	45 min	Coming Soon	Register here
Getting the Most of Giving Days with Matches & Challenges	In this session, we’ll discuss how you can gamify your day with matches and challenges, and other key tools that will help you make the most of the giving day. Audience: Giving Day Participants.	Giving Day Participants	45 min	Coming Soon	Register here
Wrapping up your Giving Day	In the final session of our three-part series, we’ll focus on key strategies for final preparations, along with tips and best practices to engage your supporters and ensure success both during and after your Giving Day.	Giving Day Participants	45 min	Coming Soon	Register here

Free and Paid Training

Get expert support from Bonterra Academy

Access webinars, classes, and trainings for seamless software setup and management.

Apricot

ETO

Results Reporting

EveryAction

Network for Good

CyberGrants

Salsa

GiveGab

Contact Bonterra Training

Free and Paid Training

Get expert support from Bonterra Academy

Access webinars, classes, and trainings for seamless software setup and management.

Apricot

ETO

Results Reporting

EveryAction

Network for Good

CyberGrants

Salsa

GiveGab

Contact Bonterra Training

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