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Apricot
Are you brand new to Apricot? 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 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 | |
| Navigating Apricot | Familiarize yourself with the basic navigation of your Apricot database. | All users | 25 min | View Recording | |
| 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 | |
| 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 | |
| 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 | 7/30 3:00pm - 3:30pm CST 8/13 3:00pm - 3:30pm CST |
| Designing Tier 1 Forms | Learn how to design custom forms for tracking subject identity and demographics. | Admins | 25 min | View Recording | 7/30 3:30pm - 4:00pm CST 8/13 3:30pm - 4:00pm CST |
| Designing Tier 2 Forms | Learn how to design custom forms for tracking interactions with subjects. | Admins | 25 min | View Recording | 7/30 4:00pm - 4:30pm CST 8/13 4:00pm - 4:30pm CST |
| Advanced Form Design | Discover how to use masked value fields and calculations in the form designer. | Admins | 25 min | View Recording | 7/31 10:30am - 11:00am CST 8/14 11:30am - 12:00pm CST |
| Linking Fields | Understand the purpose of and best practices for working with linking fields in the form designer. | Admins | 25 min | View Recording | 7/31 11:00am - 11:30am CST 8/14 12:00pm - 12:30pm CST |
| Managing User Access | Covers best practice for expanding and restricting users' access to various features in the software. | Admins | 25 min | View Recording | 7/31 3:30pm - 4:00pm CST 8/15 12:30pm - 1:00pm CST |
| Managing User Accounts | Walks administrators through best practices for creating, updating and removing user accounts. | Admins | 25 min | View Recording | 7/31 4:00pm - 4:30pm CST 8/15 1:00pm - 1:30pm CST |
| 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 | 7/31 11:30am - 12:00pm CST 8/14 12:30pm - 1:00pm CST |
| Report Building Foundations | Learn the best practices and expected behavior when building custom reports. | Admins | 25 min | View Recording | 7/31 12:00pm - 12:30pm CST 8/14 1:00pm - 1:30pm CST |
| Filtering Reports | Learn the best practices and expected behaviors of the filter tool within the Report Builder. | Admins | 25 min | View Recording | 7/31 12:30pm - 1:00pm CST 8/14 2:30pm - 3:00pm CST |
| Designing for Staff Buy-In | Walks through lesser-known features that make the user experience easier and more practical. | Admins | 25 min | View Recording | 7/31 1:00pm - 1:30pm CST 8/14 3:00pm - 3:30pm CST |
| Site and Program Management | Covers the best practices for managing and creating custom sites and programs. | Admins | 25 min | View Recording | 7/31 3:00pm - 3:30pm CST 8/14 4:00pm - 4:30pm CST |
| 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 | 8/1 2:30pm - 3:00pm CST 8/15 3:30pm - 4:00pm CST |
| Importing Data | Walk through best practices for uploading data into Apricot. | Admins | 25 min | View Recording | 8/1 12:30pm - 1:00pm CST 8/15 2:30pm - 3:00pm CST |
| 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 | 8/1 1:00pm - 1:30pm CST 8/15 3:00pm - 3:30pm CST |
| 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 | 8/1 3:30pm - 4:00pm CST 8/15 4:30pm - 5:00pm CST |
| Modifying Forms | Best practices for making changes to forms and how changes impact reporting. | Admins | 25 min | View Recording | 8/1 3:00pm - 3:30pm CST 8/15 4:00pm - 4:30pm CST |
| 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 | 8/1 4:00pm - 4:30pm CST 8/16 2:30pm - 3:00pm CST |
| 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 | |
| 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 | 8/1 4:30pm - 5:00pm CST 8/16 3:00pm - 3:30pm CST |
| 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 | 7/31 2:30pm - 3:00pm CST 8/14 3:30pm - 4:00pm CST |
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 | Coming soon | Coming soon |
| 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 | Coming soon |
| Importing Data into New Fields | Learn how to import data from an original field to a new field within your form. | Admins | 15 min | Coming soon | |
| 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 | Coming soon | |
| Searching For Records and Record Access | Learn tips and tricks for effectively searching records and troubleshooting record access. | Admins | 15 min | Coming soon | |
| Using Limits in Reporting | Covers adding limits to your reports with relevant use cases. | Admins | 15 min | Coming soon | |
| Adding Filters to Limits | Walks through adding filters to the limits within your reports to refine results. | Admins | 15 min | Coming soon | |
| Using Aliases in Reporting | Reviews aliases and how to meaningfully use them in reporting. | Admins | 15 min | Coming soon | |
| Adding Filters to Aliases | Understand how filters work with aliases in your reports. | Admins | 15 min | Coming soon | |
| Building Your Intake Form | Learn to utilize Intake Forms to encourage seamless self-referrals to your agency. | Admins | 15 min | Coming soon | |
| Building Reports to Locate Intake Records | Learn to build a report that identifies new records created through your Intake form. | Admins | 15 min | Coming soon | Coming soon |
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 | 7/29 9:30am - 10:00am CST 8/12 9:30am - 10:00am CST |
| 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 | 7/29 10:00am - 10:30am CST 8/12 10:00am - 10:30am CST |
| Data Entry in ETO | Learn best practices for data integrity when working with core features in ETO | All users | 25 min | Coming soon | 7/29 10:30am - 11:00am CST 8/12 10:30am - 11:00am CST |
| Working with Entities | Discover how to use Entities to track your partnerships with other organizations in your community | All users | 25 min | Coming soon | 7/29 11:00am - 11:30am CST 8/12 11:00am - 11:30am CST |
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 | |
| Enterprise Navigation Settings | Learn useful settings to unify the navigation across your enterprise | Enterprise Admins | 15 min | Coming soon | |
| Participant Groups Across the Enterprise | Learn how to move participant groups across sites in your enterprise | All users | 15 min | Coming soon | |
| Duplicated Participants Across the Enterprise | Review best practices and considerations when moving participants across sites on the enterprise | Enterprise Admins | 15 min | Coming soon | |
| Demographic Visibility | Learn tips and tricks for effectively viewing and managing demographics | Admins | 15 min | Coming soon | |
| Troubleshooting TouchPoint Data Visibility | Learn tips and tricks for ensuring TouchPoint data is visible for the right users and programs | Admins | 15 min | Coming soon | |
| Batch Upload Best Practices | Review best practices and considerations when uploading data into ETO | Admins | 15 min | Coming soon | |
| Troubleshooting Batch Upload | Discover useful tools for troubleshooting common batch upload challenges | Admins | 15 min | Coming soon | |
| Results Report Security | Understand the various settings impacting how Results reports return data | Admins | 15 min | Coming soon | |
| Troubleshooting Reports | Learn tips for troubleshooting the most common challenges users face when running reports | Admins | 15 min | Coming soon |
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 | 8/5 12:30pm - 1:00pm CST 8/19 12:30pm - 1:00pm CST |
| Ordering and Sorting Data | Learn how to use the sorting tool to customize the layout of data in reports | Admins | 25 min | View Recording | 8/5 1:00pm - 1:30pm CST 8/19 1:00pm - 1:30pm CST |
| Query Filters | Discover the best practices for using Query Filters to narrow data sets | Admins | 25 min | View Recording | 8/5 1:30pm - 2:00pm CST 8/19 1:30pm - 2:00pm CST |
| Report Filters | Discover how and when to use Report Filters to adjust data displayed by reports | Admins | 25 min | View Recording | 8/5 2:00pm - 2:30pm CST 8/19 2:00pm - 2:30pm CST |
| Input Controls | Understand how and when to use Input Controls to adjust data displayed by reports | Admins | 25 min | View Recording | 8/6 12:30pm - 1:00pm CST 8/20 12:30pm - 1:00pm CST |
| 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 | 8/6 1:00pm - 1:30pm CST 8/20 1:00pm - 1:30pm CST |
| Formula Basics | Develop a strong foundation for writing formulas | Admins | 25 min | View Recording | 8/6 1:30pm - 2:00pm CST 8/20 1:30pm - 2:00pm CST |
| Formula Bar and Variable Editor | Understand best practices for writing formulas and variables and understand when to use each tool | Admins | 25 min | Coming soon | 8/6 2:00pm - 2:30pm CST 8/20 2:00pm - 2:30pm CST |
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 | 8/5 10:30am - 11:00am CST 8/19 10:30am - 11:00am CST |
| 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 | 7/23 11:30am - 12:00pm CST 8/6 11:30am - 12:00pm CST 8/20 11:30am - 12:00pm CST |
| 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 | 7/23 10:30am - 11:00am CST 8/6 10:30am - 11:00am CST 8/20 10:30am - 11:00am CST |
| 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 | 8/5 11:00am - 11:30am CST 8/19 11:00am - 11:30am CST |
| 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 | 8/5 11:30am - 12:00pm CST 8/19 11:30am - 12:00pm CST |
| 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 | 7/23 11:00am - 11:30am CST 8/6 11:00am - 11:30am CST 8/20 11:00am - 11:30am CST |
| 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 | 7/31 11:00am - 11:30am CST 8/9 11:30am - 12:00pm CST 8/23 2:00pm - 2:30pm CST |
| 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 | 7/31 11:30am - 12:00pm CST 8/9 12:00pm - 12:30pm CST 8/23 2:30pm - 3:00pm CST |
| 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 | 7/31 12:00pm - 12:30pm CST 8/12 10:30am - 11:00am CST 8/23 3:00pm - 3:30pm CST |
| 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 | 8/1 12:30pm - 1:00pm CST 8/14 12:00pm - 12:30pm CST 8/28 10:30am - 11:00am CST |
| 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 | 8/2 11:00am - 11:30am CST 8/15 2:00pm - 2:30pm CST 8/28 11:30am - 12:00pm CST |
| 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 | 8/2 11:30am - 12:00pm CST 8/15 2:30pm - 3:00pm CST 8/29 2:00pm - 2:30pm CST |
| 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 | 8/1 12:00pm - 12:30pm CST 8/14 11:30am - 12:00pm CST 8/27 11:30am - 12:00pm CST |
| 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! | 7/24 10:30am - 11:00am CST 8/7 10:30am - 11:00am CST 8/21 10:30am - 11:00am CST |
| 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 | 8/2 10:30am - 11:00am CST 8/14 12:30pm - 1:00pm CST 8/28 11:00am - 11:30am CST |
| 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 | 7/25 12:00pm - 12:30pm CST 8/9 11:00am - 11:30am CST 8/22 3:30pm - 4:00pm CST |
| 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 | 7/25 11:30am - 12:00pm CST 8/9 10:30am - 11:00am CST 8/22 3:00pm - 3:30pm CST |
| 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 | 7/25 11:00am - 11:30am CST 8/8 11:30am - 12:00pm CST 8/22 2:30pm - 3:00pm CST |
| 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 | 8/1 11:00am - 11:30am CST 8/12 11:30am - 12:00pm CST 8/27 10:30am - 11:00am CST |
| 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 | 8/1 11:30am - 12:00pm CST 8/12 12:00pm - 12:30pm CST 8/27 11:00am - 11:30am CST |
| 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 | 7/24 11:00am - 11:30am CST 8/7 11:00am - 11:30am CST 8/21 11:00am - 11:30am CST |
| 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 | 7/24 11:30am - 12:00pm CST 8/7 11:30am - 12:00pm CST 8/21 11:30am - 12:00pm CST |
| 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 | 7/24 12:00pm - 12:30pm CST 8/8 10:30am - 11:00am CST 8/21 12:00pm - 12:30pm CST |
| 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 | 7/25 10:30am - 11:00am CST 8/8 11:00am - 11:30am CST 8/22 2:00pm - 2:30pm CST |
| 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 | 7/31 12:30pm - 1:00pm CST 8/12 11:00am - 11:30am CST 8/23 3:30pm - 4:00pm CST |
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 |
|---|---|---|---|---|---|
| Kickoff Webinar | Introduction to onboarding process and new fundraising software | New Admins | 25 min | View Recording | 7/24 4:00pm - 4:30pm EST |
Creating Fundraising Pages | Build a general donation page | All users | 25 min | View Recording | |
| Importing Data | Help you gather and prepare your data for import | All users | 25 min | View Recording | |
| Sending Email Blasts | Send a test email blast | All users | 25 min | View Recording | 7/23 3:00pm - 3:45pm EST |
| Saying Thanks with Acknowledgments | Review acknowledgment process and learn how to create templates | All users | 25 min | View Recording | 7/23 4:00pm - 4:30pm EST |
| Creating Filters for Reporting and Segmenting | Create financial reports and build segmented lists for targeted outreach | Advanced users | 25 min | View Recording | 7/23 2:00pm - 2:30pm EST |
| How to Set up and Run an Event | Build and manage your Event page | Essential Event users | 25 min | View Recording | 7/24 3:00pm - 3:30pm EST |
| How to Set up and Run an Auction | Build and manage your Auction | Auctions users | 25 min | View Recording | 7/25 3:00pm - 3:45pm EST |
CyberGrants
Coming soon.
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 | 8/9 1:30pm - 1:45pm EST |
| Creating Constituents and Supporters | How to add Constituents in Salsa CRM and Supporters in Salsa Engage | Admins | 15 min | Coming soon | 8/9 1:45pm - 2:00pm EST 8/16 1:45pm - 2:00pm EST 8/23 1:45pm - 2:00pm EST |
| Adding Donations in Salsa CRM | Walkthrough of adding donations in Salsa CRM | Admins | 15 min | Coming soon | 8/9 2:00pm - 2:15pm EST 8/16 2:00pm - 2:15pm EST 8/23 2:00pm - 2:15pm EST |
| Managing Recurring Donations | How to add, edit, and delete recurring donations | Admins | 15 min | Coming soon | 8/9 2:15pm - 2:30pm EST 8/16 2:15pm - 2:30pm EST 8/23 2:15pm - 2:30pm EST |
| 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 | 8/9 3:00pm - 3:15pm EST 8/16 3:00pm - 3:15pm EST 8/23 3:00pm - 3:15pm EST |
| Advanced Importing and Resolution Queue | How to complete a data import and manage the resolution queue in Salsa CRM | Admins | 15 mins | Coming soon | 8/9 3:15pm - 3:30pm EST 8/16 3:15pm - 3:30pm EST 8/23 3:15pm - 3:30pm EST |
GiveGab
Coming soon.
