Free and Paid Training
At Bonterra, our training goes beyond software. We aim to empower you to fulfill your mission and make a positive impact on the communities you serve.
At Bonterra, our training goes beyond software. We aim to empower you to fulfill your mission and make a positive impact on the communities you serve.
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 |
---|---|---|---|---|---|
Starting Strong with Apricot | A high-level overview of the structure and fundamental features of Apricot: sites, programs, users, permissions, forms and reports. | All users | 25 min | View Recording | |
Navigating Apricot with Ease | Familiarize yourself with the basic navigation of your Apricot database. | All users | 25 min | View Recording | |
Tracking Participants’ Progress | Learn about the importance of data integrity and develop an understanding of Forms and Linking within your Apricot. | All users | 25 min | View Recording | |
Becoming 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 | |
Entering Attendance via Classes & Terms | Learn how to use the Classes & Terms feature for tracking attendance. | All users | 25 min | Coming soon | Register here |
Entering Attendance via the Registration Grid | Learn best practices for tracking attendance via Classes and Events Tier 1 Document Folder. | All users | 25 min | Coming soon | Register here |
Becoming a Strong Admin | Understand the duties and expectations of an Administrator. | Admins | 25 min | View Recording | |
Designing a Profile Form | Learn how to design custom forms for tracking subject identity and demographics. | Admins | 25 min | View Recording | |
Designing Forms for Tracking Services, Case Notes, Interactions and More | Learn how to design custom forms for tracking interactions with subjects. | Admins | 25 min | View Recording | |
Measuring Client Progress via Forms | Discover how to use masked value fields and calculations in the form designer. | Admins | 25 min | View Recording | |
Linking Data for Effective Reporting | Understand the purpose of and best practices for working with linking fields in the form designer. | Admins | 25 min | View Recording | |
Managing User Access | Covers best practice for expanding and restricting users' access to various features in the software. | Admins | 25 min | View Recording | |
Managing User Accounts | Walks administrators through best practices for creating, updating and removing user accounts. | Admins | 25 min | View Recording | |
Designing Forms for Effective Reporting; A Best Practice Guide | 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 | |
Extracting Your Data; A Best Practice Guide for Building Reports | Learn the best practices and expected behavior when building custom reports. | Admins | 25 min | View Recording | |
Analyzing Your Data with Report Filters | Learn the best practices and expected behaviors of the filter tool within the Report Builder. | Admins | 25 min | View Recording | |
Getting Staff Buy-in | Walks through lesser-known features that make the user experience easier and more practical. | Admins | 25 min | View Recording | |
Managing Your Sites & Programs | Covers the best practices for managing and creating custom sites and programs. | Admins | 25 min | View Recording | |
Preparing Your Apricot Rollout | 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 | |
Uploading Data into Apricot | Walk through best practices for uploading data into Apricot. | Admins | 25 min | View Recording | |
Troubleshooting Your Data Upload; A Best Practice Guide | Walks through 3 most common challenges users face when uploading data and how to avoid them. | Admins | 25 min | View Recording | |
Supporting New Users; A Best Practice Guide | Learn the best practices for helping staff develop good login habits and tips for troubleshooting common user issues. | Admins | 25 min | View Recording | |
Modifying Forms | Best practices for making changes to forms and how changes impact reporting. | Admins | 25 min | View Recording | |
Understanding Your Apricot Design | 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 | |
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 | |
Troubleshooting Your Report | Walks through top 3 mistakes users see when running reports and how to trouble shoot each. | Admins | 25 min | View Recording | |
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 |
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 | View Recording | 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 | |
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 | |
Searching For Records and Record Access | Learn tips and tricks for effectively searching records and troubleshooting record access. | Admins | 15 min | View Recording | |
Using Limits in Reporting | Covers adding limits to your reports with relevant use cases. | Admins | 15 min | View Recording | |
Adding Filters to Limits | Walks through adding filters to the limits within your reports to refine results. | Admins | 15 min | View Recording | |
Using Aliases in Reporting | Reviews aliases and how to meaningfully use them in reporting. | Admins | 15 min | View Recording | |
Adding Filters to Aliases | Understand how filters work with aliases in your reports. | Admins | 15 min | View Recording | |
Building Your Intake Form | Learn to utilize Intake Forms to encourage seamless self-referrals to your agency. | Admins | 15 min | View Recording | |
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 |
Managing Inventory in Apricot: Beds/Rooms, Item Borrowing and Distribution | Learn how to use Apricot's new Inventory feature for managing physical resources. | Admins | 45 min | View Recording | Register here |
Tracking Internal & External Referrals with Apricot | Understand the best tools for tracking different types of referrals in Apricot. | Admins | 45 min | View Recording | Register here |
Building Reports with Multiple forms: A Best Practice Guide | Learn how to build successful and accurate reports with multiple data sources. | Admins | 45 min | View Recording | Register here |
Using Graphs in Reporting: Deep Dive into Graphing Options | Uncover the variety of options for adding visual representation to your Apricot reports. | Admins | 45 min | View Recording | Register here |
Creating Surveys & Assessments | Discover strategies for building and sharing surveys and assessments with your key audiences to understand your impact. | Admins | 45 min | View Recording | Register here |
Gaining Insights from Survey & Assessment Data | Learn best practices for analyzing survey and assessment data to draw actionable insights. | Admins | 45 min | View Recording | Register here |
Granting Standard Users Advanced Permissions | Understand how to enable certain users to support your with Admin-like capabilities. | Admins | 45 min | View Recording | Register here |
Streamlining Staff Workflow | Learn features and tactics to help improve your user experience in Apricot and save your staff time. | Admins | 45 min | View Recording | Register here |
Helping Users Prioritize Key Tasks in Apricot | Review features like Schedule and Rules & Alerts that help surface priorities in Apricot for your users. | Admins | 45 min | View Recording | Register here |
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 | View Recording | |
Working with Participants & Families | Learn best practices for preventing duplicates when adding new participants and/or families into the system | All users | 25 min | View Recording | |
Data Entry in ETO | Learn best practices for data integrity when working with core features in ETO | All users | 25 min | View Recording | |
Working with Entities | Discover how to use Entities to track your partnerships with other organizations in your community | All users | 25 min | View Recording |
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 | View Recording | Register here |
Enterprise Navigation Settings | Learn useful settings to unify the navigation across your enterprise | Enterprise Admins | 15 min | View Recording | |
Participant Groups Across the Enterprise | Learn how to move participant groups across sites in your enterprise | All users | 15 min | View Recording | |
Duplicated Participants Across the Enterprise | Review best practices and considerations when moving participants across sites on the enterprise | Enterprise Admins | 15 min | View Recording | |
Demographic Visibility | Learn tips and tricks for effectively viewing and managing demographics | Admins | 15 min | View Recording | |
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 | |
Batch Upload Best Practices | Review best practices and considerations when uploading data into ETO | Admins | 15 min | View Recording | |
Troubleshooting Batch Upload | Discover useful tools for troubleshooting common batch upload challenges | Admins | 15 min | View Recording | |
Results Report Security | Understand the various settings impacting how Results reports return data | Admins | 15 min | View Recording | |
Troubleshooting Reports | Learn tips for troubleshooting the most common challenges users face when running reports | Admins | 15 min | View Recording |
Are you brand new to Results Reporting? We recommend you attend the following webinars in the order they are listed below
You may also check out our Advanced webinars!
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 | |
Ordering and Sorting Data | Learn how to use the sorting tool to customize the layout of data in reports | Admins | 25 min | View Recording | |
Query Filters | Discover the best practices for using Query Filters to narrow data sets | Admins | 25 min | View Recording | |
Report Filters | Discover how and when to use Report Filters to adjust data displayed by reports | Admins | 25 min | View Recording | |
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 | |
Formula Basics | Develop a strong foundation for writing formulas | Admins | 25 min | View Recording | |
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 |
Check out these advanced webinars!
Title | Course Description | Audience | Duration | Link to Recording | Live Webinar Registration |
---|---|---|---|---|---|
Conditional Formatting | Discover how to use formatting tools to spot trends, anomalies and more | Admins | 25 min | Coming soon | Register here |
Design for Printing | Learn how to organize data in reports to achieve a polished look when printing | Admins | 25 min | Coming soon | Register here |
Advanced Query Filters | Discover the best practices for using finding specific data more efficiently when using Query Filters | Admins | 25 min | Coming soon | Register here |
Charts & Graphs | Discover powerful tools for data visualization that make it easier to interpret information | Admins | 25 min | Coming soon | Register here |
Common Formulas | Learn the most common formulas used in Results to for deeper data analysis | Admins | 25 min | Coming soon | Register here |
Popular Advanced Formulas | Discover common formulas that work well with summary tables to support more complex data analysis | Admins | 25 min | Coming soon | Register here |
Are you brand new to EveryAction? We recommend you attend the following webinars in the order they are listed below.
You can also check out our Advanced webinars below.
Title | Course Description | Audience | Duration | Link to Recording | Live Webinar Registration |
---|---|---|---|---|---|
Getting Started with 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 | |
Managing Your Users | 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 | |
Collecting Contributions with Ease | 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 | |
Working with Contact Records | 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 | |
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 | |
Keeping Your Contacts Clean; A Best Practice Guide | This course covers Contact Records Matching, Merging Duplicate Contact Records, Deleting Contact Records, and data management best practices | All users | 25 min | View Recording | |
Grouping Your Contacts Via 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 | |
Evaluating Your Impact Using 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 | |
Flagging Your Contacts for Segmentation | 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 | |
Setting Up Your Online Event | 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 | |
Creating Highly Effective Online Forms | 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 | |
Designing Online Forms; A Best Practice Guide | 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 | |
Setting Up Your Ticketed Event | 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 | |
Setting Up Your Email | 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! | |
Managing Volunteers | 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 | |
Working with Fundraising Tools; A Best Practice Guide | 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 | |
Managing and Refunding 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 | |
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 | |
Creating & Managing Events | 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 | |
Managing Event Participation | 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 | |
Tailoring Your Email Audience for Higher Engagement | 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 | |
Refining Communications via Email Marketing Tools | 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 | |
Designing Highly Effective Emails | 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 | |
Analyzing Email Effectiveness | 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 | |
Boosting Campaign Outreach via 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 |
Check out these advanced webinars!
Title | Course Description | Audience | Duration | Link to Recording | Live Webinar Registration |
---|---|---|---|---|---|
Volunteering in EveryAction | We’ll go in depth on the volunteer actions that can be taken directly in EA, including creating Volunteer users, setup of custom Event Volunteering, allow volunteers to use the Virtual Phone Bank, and reporting on hours. For admin/end users of EveryAction that are currently using both the Development and Online Actions tools in the system. | All users | 45 min | Coming soon | |
Major Donors | In this webinar, we’ll cover the use of the Moves Management Action Plans, Grants, and Planned Giving tools, as well how to leverage the Major Donor Portfolio functionality in the system. | All users | 45 min | Coming soon | Register here |
Are you brand new to Network for Good? We recommend you attend the following webinars in the order they are listed below
You can also check out our Advanced webinars below, or our recent Release and Updates!
Title | Course Description | Audience | Duration | Link to Recording | Live Webinar Registration |
---|---|---|---|---|---|
Setting up for Success | An introduction to onboarding, data import and logging in your new system. | New Organizations | 25 min | View Recording | |
Creating Highly Effective Fundraising Pages | Learn how to build a general donation page that you can easily link to your website & social media channels. Plus get the tools and strategies needed for effectively raising money with NFG. | All users | 25 min | View Recording | |
Preparing Your Organization’s Data for the Data Import Team | Help you gather and prepare your data for import | Customers with a paid data migration service | 25 min | View Recording | |
Self-Importing Your Data Successfully | This webinar will prepare you for every step of the self-import process. | Any organization self-importing | 45 min | Coming soon | Register here |
Sending an Email Blast | How to build your first donor engagement email. | All users | 25 min | View Recording | |
Saying Thanks with Acknowledgments | Review acknowledgment process and learn how to create templates | All users | 25 min | View Recording | |
Leveraging Your Data via Filters | Create financial reports and build segmented lists for targeted outreach | Advanced users | 25 min | View Recording | |
Setting Up and Running an Event | Build and manage your Event page | Events users | 25 min | View Recording | |
Setting Up and Running an Auction | Build and manage your Auction | Auctions users | 25 min | View Recording |
Register for Advanced webinars here!
Title | Course Description | Audience | Duration | Link to Recording | Live Webinar Registration |
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Elevating Your Email Blasts | This advanced webinar will dive into the advanced functions of the Network for Good email builder. | Communications staff | 30 min | Coming soon | |
Building Forms to Gain Insights About Your Community | This advanced webinar will help you build confidence in using Forms and walk through creating an Email Signup Form. | All users | 30 min | Coming soon | Register here |
Leveraging Your Network with Peer-to-Peer Fundraising | This advanced webinar will teach you how to build and use Network for Good’s Peer to Peer Fundraising Pages. | All users | 45 min | Coming soon | Register here |
Check out these New Release and Updates
Title | Course Description | Audience | Duration | Link to Recording | Live Webinar Registration |
---|---|---|---|---|---|
New Releases and Updates | Join us for the monthly download of new features and improvements of your Network for Good software! This webinar is scheduled for an hour, but the content should take no longer than 15-20 minutes. You'll only potentially stay for the full hour if you want to participate in the Q&A! | All users | 60 min | View Recording | Register here |
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 |
Data Extract Extension Pack | An overview of the Data Extract extension pack including the process involved, file format and client expectations. | Admins | 20 min | View Recording |
Alert Extension Pack Overview | An overview of the Alert expansion pack including the key components involved and example use cases. | 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 Email Events & Reminders | A review of email events and reminders, including setting up a daily digest of important content for approvers! | Admins | 25 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 |
Budget Management | Taking a look at the budget management feature - how to create a budget, roll over budget years, set budget security and more. | Admins | 20 min | View Recording |
Approval Workflows – Ownership & Routing | A walk through of setting up approval workflows in CyberGrants to automate a robust and comprehensive approval process. | Admins | 20 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 |
Understanding Employee Engagement | A high-level overview of the Employee Engagement program within CyberGrants. | Admins | 15 min | View Recording |
Understanding Organization Vetting for Employee Engagement Programs | A comprehensive review of the process involved to vet a nominated organization to ensure program alignment and eligibility. | Admins | 40 min | View Recording |
Understanding Grants Management | A high-level overview of the Grants Management program within CyberGrants. | Admins | 15 min | View Recording |
Understanding Pharma Proposal Types in CyberGrants | A high-level overview of the Pharma program and proposal types within CyberGrants. | Admins | 20 min | View Recording |
Using Bonterra eSignatures | An overview of how to navigate and use the eSignature functionality for your Grant Management program to send documents for eSignature. | Admins | 9 min | View Recording |
Configuring Bonterra eSignatures | An overview of our eSignature capability providing instructions on configuring the feature to send documents for eSignature and incorporating it into your workflows. | Admins | 19 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
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 | |
Creating Constituents and Supporters | How to add Constituents in Salsa CRM and Supporters in Salsa Engage | Admins | 15 min | Coming soon | |
Adding Donations in Salsa CRM | Walkthrough of adding donations in Salsa CRM | Admins | 15 min | Coming soon | |
Managing Recurring Donations | How to add, edit, and delete recurring donations | Admins | 15 min | Coming soon | |
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 | |
Advanced Importing and Resolution Queue | How to complete a data import and manage the resolution queue in Salsa CRM | Admins | 15 mins | Coming soon |
Are you participating in an upcoming giving day? 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 | View Recording | |
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 | View Recording | 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 | View Recording | Register here |