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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
You can also check out our Apricot Targeted and Apricot Advanced webinars below.
You can also register for Apricot: New Releases & Updates Webinar
Title & Description | Description | Users | Length | On-Demand | Webinar Registration |
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Starting Strong with ApricotA high-level overview of the structure and fundamental features of Apricot: sites, programs, users, permissions, forms and reports. |
A high-level overview of the structure and fundamental features of Apricot: sites, programs, users, permissions, forms and reports. |
All users | 25 min | Watch Now | |
Navigating Apricot with EaseFamiliarize yourself with the basic navigation of your Apricot database. |
Familiarize yourself with the basic navigation of your Apricot database. |
All users | 25 min | Watch Now | |
Tracking Participants’ ProgressLearn about the importance of data integrity and develop an understanding of Forms and Linking within your Apricot. |
Learn about the importance of data integrity and develop an understanding of Forms and Linking within your Apricot. |
All Users | 25 min | Watch Now | |
Becoming a Strong UserDiscover 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. |
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 & TermsLearn how to use the Classes & Terms feature for tracking attendance. |
Learn how to use the Classes & Terms feature for tracking attendance. |
All users | 25 min | Coming Soon | |
Entering Attendance via the Registration GridLearn best practices for tracking attendance via Classes and Events Tier 1 Document Folder. |
Learn best practices for tracking attendance via Classes and Events Tier 1 Document Folder. |
All users | 25 min | Coming Soon | |
Optimizing Your ApricotLearn new strategies for maintaining a healthy Apricot long term, including the importance of outcomes and developing change management and governance frameworks. |
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 | Watch Now | |
Becoming a Strong AdminUnderstand the duties and expectations of an Administrator. |
Understand the duties and expectations of an Administrator. |
Admins | 25 min | Watch Now | |
Designing a Profile FormLearn how to design custom forms for tracking subject identity and demographics. |
Learn how to design custom forms for tracking subject identity and demographics. |
Admins | 25 min | Watch Now | |
Designing Forms for Tracking Services, Case Notes, Interactions and MoreLearn how to design custom forms for tracking interactions with subjects. |
Learn how to design custom forms for tracking interactions with subjects. |
Admins | 25 min | Watch Now | |
Measuring Client Progress via FormsDiscover how to use masked value fields and calculations in the form designer. |
Discover how to use masked value fields and calculations in the form designer. |
Admins | 25 min | Watch Now | |
Linking Data for Effective ReportingUnderstand the purpose of and best practices for working with linking fields in the form designer. |
Understand the purpose of and best practices for working with linking fields in the form designer. |
Admins | 25 min | Watch Now | |
Designing Forms for Effective Reporting; A Best Practice GuideWalk through expected behavior of various form field types within the Report Builder to aid in making informed decisions when designing. |
Walk through expected behavior of various form field types within the Report Builder to aid in making informed decisions when designing. |
Admins | 25 min | Watch Now | |
Extracting Your Data; A Best Practice Guide for Building ReportsLearn the best practices and expected behavior when building custom reports. |
Learn the best practices and expected behavior when building custom reports. |
Admins | 25 min | Watch Now | |
Analyzing Your Data with Report FiltersLearn the best practices and expected behaviors of the filter tool within the Report Builder. |
Learn the best practices and expected behaviors of the filter tool within the Report Builder. |
Admins | 25 min | Watch Now | |
Getting Staff Buy-inWalks through lesser-known features that make the user experience easier and more practical. |
Walks through lesser-known features that make the user experience easier and more practical. |
Admins | 25 min | Watch Now | |
Working with Form & Report TemplatesLearn the best practices for utilizing the form template library and benefits of leveraging the existing reports for streamlined building. |
Learn the best practices for utilizing the form template library and benefits of leveraging the existing reports for streamlined building. |
Admins | 25 min | Watch Now | |
Managing Your Sites & ProgramsCovers the best practices for managing and creating custom sites and programs. |
Covers the best practices for managing and creating custom sites and programs. |
Admins | 25 min | Watch Now | |
Managing User AccessCovers best practice for expanding and restricting users’ access to various features in the software. |
Covers best practice for expanding and restricting users’ access to various features in the software. |
Admins | 25 min | Watch Now | |
Managing User AccountsWalks administrators through best practices for creating, updating and removing user accounts. |
Walks administrators through best practices for creating, updating and removing user accounts. |
Admins | 25 min | Watch Now | |
Uploading Data into ApricotWalk through best practices for uploading data into Apricot. |
Walk through best practices for uploading data into Apricot. |
Admins | 25 min | Watch Now | |
Troubleshooting Your Data Upload; A Best Practice GuideWalks through 3 most common challenges users face when uploading data and how to avoid them. |
Walks through 3 most common challenges users face when uploading data and how to avoid them. |
Admins | 25 min | Watch Now | |
Preparing Your Apricot RolloutLearn tips and best practices for preparing your site and team members to start tracking real data in the software. |
Learn tips and best practices for preparing your site and team members to start tracking real data in the software. |
Admins | 25 min | Watch Now | |
Modifying FormsBest practices for making changes to forms and how changes impact reporting. |
Best practices for making changes to forms and how changes impact reporting. |
Admins | 25 min | Watch Now | |
Supporting New Users; A Best Practice GuideLearn the best practices for helping staff develop good login habits and tips for troubleshooting common user issues. |
Learn the best practices for helping staff develop good login habits and tips for troubleshooting common user issues. |
Admins | 25 min | Watch Now | |
Understanding Your Apricot DesignShows new Administrators who’ve inherited Apricot from a previous administrator how to survey their site to understand their current 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 | Watch Now | |
Troubleshooting Your ReportWalks through top 3 mistakes users see when running reports and how to trouble shoot each. |
Walks through top 3 mistakes users see when running reports and how to trouble shoot each. |
Admins | 25 min | Watch Now |
Are you looking for quick trainings? Check out these short webinars below
Title & Description | Description | Users | Length | On-Demand | Webinar Registration |
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Replacing Fields in FormsReview how to replace existing fields when re-designing your forms. |
Review how to replace existing fields when re-designing your forms. |
Admins | 15 min | Watch Now | |
Building Reports to Pull Record IDs for ImportLearn how to build a report that identifies Record IDs for a smooth and accurate data import. |
Learn how to build a report that identifies Record IDs for a smooth and accurate data import. |
Admins | 15 min | Watch Now | |
Importing Data into New FieldsLearn how to import data from an original field to a new field within your form. |
Learn how to import data from an original field to a new field within your form. |
Admins | 15 min | Watch Now | |
Best Practices when Replacing Fields in FormsReview best practices and considerations when moving data to a new field in your form. |
Review best practices and considerations when moving data to a new field in your form. |
Admins | 15 min | Watch Now | |
Searching For Records and Record AccessLearn tips and tricks for effectively searching records and troubleshooting record access. |
Learn tips and tricks for effectively searching records and troubleshooting record access. |
Admins | 15 min | Watch Now | |
Using Limits in ReportingCovers adding limits to your reports with relevant use cases. |
Covers adding limits to your reports with relevant use cases. |
Admins | 15 min | Watch Now | |
Adding Filters to LimitsWalks through adding filters to the limits within your reports to refine results. |
Walks through adding filters to the limits within your reports to refine results. |
Admins | 15 min | Watch Now | |
Using Aliases in ReportingReviews aliases and how to meaningfully use them in reporting. |
Reviews aliases and how to meaningfully use them in reporting. |
Admins | 15 min | Watch Now | |
Adding Filters to AliasesUnderstand how filters work with aliases in your reports. |
Understand how filters work with aliases in your reports. |
Admins | 15 min | Watch Now | |
Building Your Intake FormLearn to utilize Intake Forms to encourage seamless self-referrals to your agency. |
Learn to utilize Intake Forms to encourage seamless self-referrals to your agency. |
Admins | 15 min | Watch Now | |
Building Reports to Locate Intake RecordsLearn to build a report that identifies new records created through your Intake form. |
Learn to build a report that identifies new records created through your Intake form. |
Admins | 15 min | Watch Now |
Coming Soon
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Check out these advanced webinars!
Title & Description | Description | Users | Length | On-Demand | Webinar Registration |
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Keep Your Data Organized & Secure: Apricot Program Assignment OptionsCovers Program Assignment options for new records and how to adjust Program Assignment for existing records to maintain data security. |
Covers Program Assignment options for new records and how to adjust Program Assignment for existing records to maintain data security. |
Admins | 45 min | Watch Now | |
Streamlining Staff Access to their CaseloadLearn how to setup the Caseloads feature to assign Participants to Users and help focus their attention and access. |
Learn how to setup the Caseloads feature to assign Participants to Users and help focus their attention and access. |
Admins | 45 min | Watch Now | |
Adding Summaries to Reports: Let Apricot Help You Analyze Your DataDiscover different summary options in Apricot Reporting to help tell the story of your impact. |
Discover different summary options in Apricot Reporting to help tell the story of your impact. |
Admins | 45 min | Watch Now | |
When to Use Results Reporting: Comparison of Apricot Reporting OptionsUnderstand the strengths of Results Reporting to know when to use this more robust tool versus Apricot Native Reporting. |
Understand the strengths of Results Reporting to know when to use this more robust tool versus Apricot Native Reporting. |
Admins | 45 min | Watch Now | |
How to Track Multiple Services in One FormLearn an alternative to multi-select fields and checkboxes that allows for easy tracking and reporting on multiple services in one interaction. |
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 | Watch Now | |
Options for Tracking Attendance: How to Choose for Your OrganizationUnderstand the different attendance tracking options in Apricot to pick what’s right for your events, classes and activities. |
Understand the different attendance tracking options in Apricot to pick what’s right for your events, classes and activities. |
Admins | 45 min | Watch Now | |
Making Forms Relevant with Conditional QuestionsLearn our Form Logic feature to set up conditional questions and actions that help your staff collect the most relevant information. |
Learn our Form Logic feature to set up conditional questions and actions that help your staff collect the most relevant information. |
Admins | 45 min | Watch Now | |
Setting Up Participant Portal: Connect & Engage with Key AudiencesDiscover how our Connect and Direct Messaging features can help you engage and empower your Participants. |
Discover how our Connect and Direct Messaging features can help you engage and empower your Participants. |
Admins | 45 min | Watch Now | |
How to Create Dynamic Dropdowns with Smart ListsUnderstand how to use Smart Lists for questions with a dynamic list of answer choices based on your own data. |
Understand how to use Smart Lists for questions with a dynamic list of answer choices based on your own data. |
Admins | 45 min | Watch Now | |
How to Migrate to Role Based PermissionsLearn the benefits of our new Permissions and how to make the switch. |
Learn the benefits of our new Permissions and how to make the switch. |
Admins | 45 min | Watch Now | |
Managing Inventory in Apricot: Beds/Rooms, Item Borrowing and DistributionLearn how to use Apricot’s new Inventory feature for managing physical resources. |
Learn how to use Apricot’s new Inventory feature for managing physical resources. |
Admins | 45 min | Watch Now | |
Tracking Internal & External Referrals with ApricotUnderstand the best tools for tracking different types of referrals in Apricot. |
Understand the best tools for tracking different types of referrals in Apricot. |
Admins | 45 min | Watch Now | |
Building Reports with Multiple forms: A Best Practice GuideLearn how to build successful and accurate reports with multiple data sources. |
Learn how to build successful and accurate reports with multiple data sources. |
Admins | 45 min | Watch Now | |
Using Graphs in Reporting: Deep Dive into Graphing OptionsUncover the variety of options for adding visual representation to your Apricot reports. |
Uncover the variety of options for adding visual representation to your Apricot reports. |
Admins | 45 min | Watch Now | |
Creating Surveys & AssessmentsDiscover strategies for building and sharing surveys and assessments with your key audiences to understand your impact. |
Discover strategies for building and sharing surveys and assessments with your key audiences to understand your impact. |
Admins | 45 min | Watch Now | |
Gaining Insights from Survey & Assessment DataLearn best practices for analyzing survey and assessment data to draw actionable insights. |
Learn best practices for analyzing survey and assessment data to draw actionable insights. |
Admins | 45 min | Watch Now | |
Granting Standard Users Advanced PermissionsUnderstand how to enable certain users to support your with Admin-like capabilities. |
Understand how to enable certain users to support your with Admin-like capabilities. |
Admins | 45 min | Watch Now | |
Streamlining Staff WorkflowLearn features and tactics to help improve your user experience in Apricot and save your staff time. |
Learn features and tactics to help improve your user experience in Apricot and save your staff time. |
Admins | 45 min | Watch Now | |
Helping Users Prioritize Key Tasks in ApricotReview features like Schedule and Rules & Alerts that help surface priorities in Apricot for your users. |
Review features like Schedule and Rules & Alerts that help surface priorities in Apricot for your users. |
Admins | 45 min | Watch Now |
ETO
Title & Description | Description | Users | Length | On-Demand | Webinar Registration |
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Navigating ETOFamiliarize yourself with the basic structure and navigation of your ETO database |
Familiarize yourself with the basic structure and navigation of your ETO database |
All users | 25 min | Watch Now | |
Working with Participants & FamiliesLearn best practices for preventing duplicates when adding new participants and/or families into the system |
Learn best practices for preventing duplicates when adding new participants and/or families into the system |
All users | 25 min | Watch Now | |
Data Entry in ETOLearn best practices for data integrity when working with core features in ETO |
Learn best practices for data integrity when working with core features in ETO |
All users | 25 min | Watch Now | |
Working with EntitiesDiscover how to use Entities to track your partnerships with other organizations in your community |
Discover how to use Entities to track your partnerships with other organizations in your community |
All users | 25 min | Watch Now | |
Logging Into ETOReview best practices and troubleshooting tips for logging in |
Review best practices and troubleshooting tips for logging in |
All users | 15 min | Watch Now | |
Enterprise Navigation SettingsLearn useful settings to unify the navigation across your enterprise |
Learn useful settings to unify the navigation across your enterprise |
Enterprise Admins | 15 min | Watch Now | |
Participant Groups Across the EnterpriseLearn how to move participant groups across sites in your enterprise |
Learn how to move participant groups across sites in your enterprise |
All users | 15 min | Watch Now | |
Duplicated Participants Across the EnterpriseReview best practices and considerations when moving participants across sites on the enterprise |
Review best practices and considerations when moving participants across sites on the enterprise |
Enterprise Admins | 15 min | Watch Now |
Coming Soon
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Demographic VisibilityLearn tips and tricks for effectively viewing and managing demographics |
Learn tips and tricks for effectively viewing and managing demographics |
Admins | 15 min | Watch Now | |
Troubleshooting TouchPoint Data VisibilityLearn tips and tricks for ensuring TouchPoint data is visible for the right users and programs |
Learn tips and tricks for ensuring TouchPoint data is visible for the right users and programs |
Admins | 15 min | Watch Now | |
Batch Upload Best PracticesReview best practices and considerations when uploading data into ETO |
Review best practices and considerations when uploading data into ETO |
Admins | 15 min | Watch Now | |
Troubleshooting Batch UploadDiscover useful tools for troubleshooting common batch upload challenges |
Discover useful tools for troubleshooting common batch upload challenges |
Admins | 15 min | Watch Now | |
Results Report SecurityUnderstand the various settings impacting how Results reports return data |
Understand the various settings impacting how Results reports return data |
Admins | 15 min | Watch Now | |
Troubleshooting ReportsLearn tips for troubleshooting the most common challenges users face when running reports |
Learn tips for troubleshooting the most common challenges users face when running reports |
Admins | 15 min | Watch Now |
Results Reporting
Title & Description | Description | Users | Length | On-Demand | Webinar Registration |
---|---|---|---|---|---|
Basic FormattingUnderstand formatting tools to customize the look and feel of Results reports. |
Understand formatting tools to customize the look and feel of Results reports. |
Admins | 25 min | Watch Now | |
Ordering and Sorting DataLearn how to use the sorting tool to customize the layout of data in reports |
Learn how to use the sorting tool to customize the layout of data in reports |
Admins | 25 min | Watch Now | |
Query FiltersDiscover the best practices for using Query Filters to narrow data sets |
Discover the best practices for using Query Filters to narrow data sets |
Admins | 25 min | Watch Now | |
Report FiltersDiscover how and when to use Report Filters to adjust data displayed by reports |
Discover how and when to use Report Filters to adjust data displayed by reports |
Admins | 25 min | Watch Now | |
Input ControlsUnderstand how and when to use Input Controls to adjust data displayed by reports |
Understand how and when to use Input Controls to adjust data displayed by reports |
Admins | 25 min | Watch Now | |
Footer Calculations and ReferencesUnderstand how to use Footer Calculations to summarize or clarify data in tables and use references to optimally position this information |
Understand how to use Footer Calculations to summarize or clarify data in tables and use references to optimally position this information |
Admins | 25 min | Watch Now | |
Formula BasicsDevelop a strong foundation for writing formulas |
Develop a strong foundation for writing formulas |
Admins | 25 min | Watch Now | |
Formula Bar and Variable EditorUnderstand best practices for writing formulas and variables and understand when to use each tool |
Understand best practices for writing formulas and variables and understand when to use each tool |
Admins | 25 min | Watch Now | |
Conditional FormattingDiscover how to use formatting tools to spot trends, anomalies and more |
Discover how to use formatting tools to spot trends, anomalies and more |
Admins | 25 min | Coming Soon | |
Design for PrintingLearn how to organize data in reports to achieve a polished look when printing |
Learn how to organize data in reports to achieve a polished look when printing |
Admins | 25 min | Coming Soon |
Coming Soon
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Advanced Query FiltersDiscover the best practices for using finding specific data more efficiently when using Query Filters |
Discover the best practices for using finding specific data more efficiently when using Query Filters |
Admins | 25 min | Coming Soon | |
Charts & GraphsDiscover powerful tools for data visualization that make it easier to interpret information |
Discover powerful tools for data visualization that make it easier to interpret information |
Admins | 25 min | Coming Soon | |
Common FormulasLearn the most common formulas used in Results to for deeper data analysis |
Learn the most common formulas used in Results to for deeper data analysis |
Admins | 25 min | Coming Soon | |
Popular Advanced FormulasDiscover common formulas that work well with summary tables to support more complex data analysis |
Discover common formulas that work well with summary tables to support more complex data analysis |
Admins | 25 min | Coming Soon | |
FlagsLearn how to highlight important data points, such as records that meet particular conditions, like high performance or compliance issues. |
Learn how to highlight important data points, such as records that meet particular conditions, like high performance or compliance issues. |
Admins | 45 min | Coming Soon | |
CrosstabsDiscover how to create clear and structured data visualizations that enable effective comparisons of metrics across multiple categories. |
Discover how to create clear and structured data visualizations that enable effective comparisons of metrics across multiple categories. |
Admins | 45 min | Coming Soon | |
Merged Dimensions Multiple QueriesLearn how to integrate data from multiple sources or queries into a unified report, providing a more complete and insightful view of your results. |
Learn how to integrate data from multiple sources or queries into a unified report, providing a more complete and insightful view of your results. |
Admins | 45 min | Coming Soon | |
Unflattened DataLearn how to work with multi-dimensional or hierarchical data structures. In the context of results reporting. |
Learn how to work with multi-dimensional or hierarchical data structures. In the context of results reporting. |
Admins | 45 min | Coming Soon |
EveryAction
Title & Description | Description | Users | Length | On-Demand | Webinar Registration |
---|---|---|---|---|---|
Getting Started with EveryActionThis 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 |
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 | Watch Now | |
Working with Contact RecordsThis 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 |
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 | Watch Now | |
Updating Contact RecordsThis 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 |
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 | Watch Now | |
Collecting Contributions with EaseThis course covers adding designations to reflect your financials processing needs, establishing gateways for contributions processing, and establishing connections on contributions forms |
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 | Watch Now | |
Keeping Your Contacts Clean; A Best Practice GuideThis course covers Contact Records Matching, Merging Duplicate Contact Records, Deleting Contact Records, and data management best practices |
This course covers Contact Records Matching, Merging Duplicate Contact Records, Deleting Contact Records, and data management best practices |
All users | 25 min | Watch Now | |
Managing Your UsersThis 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 |
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 |
All users | 25 min | Watch Now | |
Setting Up Your EmailThis 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. |
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 mins | Coming Soon | |
Tailoring Your Email Audience for Higher EngagementThis 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. |
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 mins | Watch Now | |
Refining Communications via Email Marketing ToolsThis course provides an overview of the core tools and uses for Targeted Email and Triggered Email, and a walkthrough of creating and sending emails. |
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 | Watch Now | |
Designing Highly Effective EmailsThis 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. |
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 | Watch Now | |
Analyzing Email EffectivenessThis course covers learning email performance terms, tracking Targeted Email performance and statistics, and improving deliverability with email scoring. |
This course covers learning email performance terms, tracking Targeted Email performance and statistics, and improving deliverability with email scoring. |
All users | 25 min | Watch Now | |
Boosting ContributionsThis course covers using contribution costs to increase contribution amounts and creating more sustainers using a Recurring Upsell Lightbox. |
This course covers using contribution costs to increase contribution amounts and creating more sustainers using a Recurring Upsell Lightbox. |
All users | 25 min | Watch Now | |
Managing and Refunding ContributionsThis course covers processing refunds for contributions, processing donations on mobile devices, and how to create and use Self-Service pages. |
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 | Watch Now | |
Working with Fundraising Tools; A Best Practice GuideThis 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. |
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 | Watch Now | |
Grouping Your Contacts Via Activist CodesThis 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 |
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 | Watch Now | |
Evaluating Your Impact Using Source CodesThis 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 |
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 | Watch Now | |
Flagging Your Contacts for SegmentationThis 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 |
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 | Watch Now | |
Creating & Managing EventsThis course provides an overview of events in EveryAction, viewing and sharing scheduled events, and creating an event signup form. |
This course provides an overview of events in EveryAction, viewing and sharing scheduled events, and creating an event signup form. |
All users | 25 min | Watch Now | |
Managing Event ParticipationThis course provides a walkthrough on scheduling people for an event, creating event signup templates, and creating event signup forms. |
This course provides a walkthrough on scheduling people for an event, creating event signup templates, and creating event signup forms. |
All users | 25 min | Watch Now | |
Setting Up Your Ticketed EventThis 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. |
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 | Watch Now | |
Setting Up Your Online EventThis 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 |
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 | Watch Now | |
Managing VolunteersThis course covers reviewing the Volunteer Management Dashboard, learning more about recruitment, and exploring how to manage events, phone banks, and distributed canvasses. |
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 | Watch Now | |
Creating Highly Effective Online FormsThis 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 |
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 | Watch Now | |
Designing Online Forms; A Best Practice GuideThis 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 |
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 | Watch Now | |
Volunteering in EveryActionWe’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. |
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. | 45 min | Coming Soon | |
Boosting Campaign Outreach via Virtual Phone BankThis course provides an overview of Virtual Phone Bank, creating Virtual Phone Banks, making Virtual Phone Bank calls, and reporting on 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 | Watch Now |
Coming Soon
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Major DonorsIn 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. |
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 | |
Building Custom ReportsA deep dive into the Report Manager and its functions, including creating Export Formats, using Fundraising Analysis, Counts and Crosstabs, and the Analytics Dashboard. |
A deep dive into the Report Manager and its functions, including creating Export Formats, using Fundraising Analysis, Counts and Crosstabs, and the Analytics Dashboard. |
Admins | 45 min | Coming Soon | |
Optimizing Fundraising Via WealthEngine and DonorTrendsWe’ll discuss the use of both the WealthEngine and DonorTrends integrations; including how to enable the integrations, how to generate data on prospects, use of built in reports and tools to review and implement this data, and understanding when and how to use the Fundraising Optimization guide. |
We’ll discuss the use of both the WealthEngine and DonorTrends integrations; including how to enable the integrations, how to generate data on prospects, use of built in reports and tools to review and implement this data, and understanding when and how to use the Fundraising Optimization guide. |
Admins | 45 min | Coming Soon | |
Maximizing Efficiency with AutomationHarness the power of automating your work within EveryAction; including coverage of what the tool can do, strategies for an effective automation plan, overviews and details of the automation workflow, good to know tips, and reporting on your efforts. |
Harness the power of automating your work within EveryAction; including coverage of what the tool can do, strategies for an effective automation plan, overviews and details of the automation workflow, good to know tips, and reporting on your efforts. |
All users | 45 min | Coming Soon | |
Managing Membership in EveryActionThis webinar features a full overview of configuration of your membership levels start-to-finish, managing currently established membership, reporting, and a few suggested best practices for ensuring you’re getting the most out of your renewal process. |
This webinar features a full overview of configuration of your membership levels start-to-finish, managing currently established membership, reporting, and a few suggested best practices for ensuring you’re getting the most out of your renewal process. |
All users | 45 min | Coming Soon | |
Configuring Membership Effectively in EveryActionThis webinar will show the steps to build out your membership program from configuring your member levels, to adding single or multiple contacts into your program, automating outreach for renewals, and running reports on your current members! |
This webinar will show the steps to build out your membership program from configuring your member levels, to adding single or multiple contacts into your program, automating outreach for renewals, and running reports on your current members! |
All users | 45 min | Coming Soon |
Network for Good
Title & Description | Description | Users | Length | On-Demand | Webinar Registration |
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Setting up Your Organization for SuccessAn introduction to onboarding, data import and logging in your new system. |
An introduction to onboarding, data import and logging in your new system. |
New Organizations | 25 min | Watch Now | |
Getting Started with NFG as a New AdminTBD |
TBD |
New Admins | 30 min | Coming Soon | |
Creating Highly Effective Fundraising PagesLearn 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. |
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 | Watch Now | |
Preparing Your Organization’s Data for the Data Import TeamHelp you gather and prepare your data for import |
Help you gather and prepare your data for import |
Customers with a paid data migration service | 25 min | Watch Now | |
Self-Importing Your Data SuccessfullyThis webinar will prepare you for every step of the self-import process. |
This webinar will prepare you for every step of the self-import process. |
Any organization self-importing | 45 min | Watch Now | |
Leveraging Your Data via FiltersCreate financial reports and build segmented lists for targeted outreach. |
Create financial reports and build segmented lists for targeted outreach. |
Advanced users | 25 min | Watch Now | |
Sending an Email BlastHow to build your first donor engagement email. |
How to build your first donor engagement email. |
All users | 25 min | Watch Now | |
Saying Thanks with AcknowledgmentsReview acknowledgment process and learn how to create templates |
Review acknowledgment process and learn how to create templates |
All users | 25 min | Watch Now |
Coming Soon
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Setting Up and Running an EventBuild and manage your Event page |
Build and manage your Event page |
Events users | 25 min | Watch Now | |
Setting Up an AuctionBuild and manage your Auction |
Build and manage your Auction |
Auctions users | 25 min | Watch Now | |
Running and Closing an AuctionRun and close your Auction |
Run and close your Auction |
Auctions users | 25 min | Coming Soon | |
Setting up Bonterra Payments in Network for GoodThis webinar will walk through the setup process for Bonterra Payments so you can start receiving donations in your software as soon as possible. |
This webinar will walk through the setup process for Bonterra Payments so you can start receiving donations in your software as soon as possible. |
Primary admins or finance staff | 30 min | Coming Soon | |
Elevating Your Email BlastsThis advanced webinar will dive into the advanced functions of the Network for Good email builder. |
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 CommunityThis advanced webinar will help you build confidence in using Forms and walk through creating an Email Signup Form. |
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 | |
Leveraging Your Network with Peer-to-Peer FundraisingThis advanced webinar will teach you how to build and use Network for Good’s Peer to Peer Fundraising Pages. |
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 | |
Setting Up the QuickBooks Online IntegrationThis advanced webinar shows you how to set up and use the QuickBooks Online integration to sync your transactions from your fundraising software. |
This advanced webinar shows you how to set up and use the QuickBooks Online integration to sync your transactions from your fundraising software. |
Development/Finance | 45 min | Coming Soon | |
Managing Your Data in Network for GoodThis advanced webinar offers best practices for contact management, including cleaning up duplicates, creating filters to identify contacts you might want to delete, and using Groups/Custom Fields to accomplish other data needs. |
This advanced webinar offers best practices for contact management, including cleaning up duplicates, creating filters to identify contacts you might want to delete, and using Groups/Custom Fields to accomplish other data needs. |
Advanced Admins | 45 min | Coming Soon | |
Setting up a Custom From Email AddressThis advanced webinar walks you through setting up a custom email domain in Network for Good to personalize your From Email. |
This advanced webinar walks you through setting up a custom email domain in Network for Good to personalize your From Email. |
Advanced Admins | 45 min | Coming Soon | |
Using Pledges to Track Gift CommitmentsThis advanced webinar will dive into the pledges functionality and teach you everything you need to know to start recording future gift commitments. |
This advanced webinar will dive into the pledges functionality and teach you everything you need to know to start recording future gift commitments. |
Advanced users | 45 min | Coming Soon | |
Leveraging Soft Credits to Recognize Gift InfluenceThis advanced webinar will help you understand how to properly use soft credits in your software to recognize supporters that influenced gifts. |
This advanced webinar will help you understand how to properly use soft credits in your software to recognize supporters that influenced gifts. |
All users | 30 min | Coming Soon | |
Elevating Your Everyday Giving Campaign PageThis advanced webinar will teach you how to use your donation page to the fullest, from improving the look & feel of your page to using underappreciated features and optional reporting. |
This advanced webinar will teach you how to use your donation page to the fullest, from improving the look & feel of your page to using underappreciated features and optional reporting. |
All users | 30 min | Coming Soon | |
Preparing for a Live AuctionThis advanced webinar will help you build confidence in your upcoming live, in-person auction. |
This advanced webinar will help you build confidence in your upcoming live, in-person auction. |
Auctions users | 45 min | Coming Soon | |
New Releases and UpdatesJoin 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 |
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 | Watch Now |
CyberGrants
Title & Description | Description | Users | Length | On-Demand | Webinar Registration |
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Implementation OverviewAn overview of the implementation process including customer expectations and phases of the onboarding journey. |
An overview of the implementation process including customer expectations and phases of the onboarding journey. |
Admins | 15 min | Watch Now |
Coming Soon
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Data Extract Extension PackAn overview of the Data Extract extension pack including the process involved, file format and client expectations. |
An overview of the Data Extract extension pack including the process involved, file format and client expectations. |
Admins | 20 min | Watch Now |
Coming Soon
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Alert Extension Pack OverviewAn overview of the Alert expansion pack including the key components involved and example use cases. |
An overview of the Alert expansion pack including the key components involved and example use cases. |
Admins | 15 min | Watch Now |
Coming Soon
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User Management WebinarLearn 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. |
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 | Watch Now |
Coming Soon
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HR FeedsA review of HR Feeds for Employee Engagement programs – the process of transmitting your HR data into CyberGrants. |
A review of HR Feeds for Employee Engagement programs – the process of transmitting your HR data into CyberGrants. |
Admins | 30 min | Watch Now |
Coming Soon
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Contact Center Support for End UsersAn overview of the Bonterra Contact Center support resource including team structure, availability and processes for managing support inquiries. |
An overview of the Bonterra Contact Center support resource including team structure, availability and processes for managing support inquiries. |
Admins | 15 min | Watch Now |
Coming Soon
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How to Configure Support Areas for AdminsAn instructional video on setting up Support Areas to proactively answer common end user questions. |
An instructional video on setting up Support Areas to proactively answer common end user questions. |
Admins | 15 min | Watch Now |
Coming Soon
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Understanding Email Events & RemindersA review of email events and reminders, including setting up a daily digest of important content for approvers! |
A review of email events and reminders, including setting up a daily digest of important content for approvers! |
Admins | 25 min | Watch Now |
Coming Soon
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Understanding CyberGrants Disbursement SolutionsA look into how our CyberGrants Disbursement Solution streamlines payment processing and maximizes philanthropic impact. |
A look into how our CyberGrants Disbursement Solution streamlines payment processing and maximizes philanthropic impact. |
Admins | 25 min | Watch Now |
Coming Soon
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Budget ManagementTaking a look at the budget management feature – how to create a budget, roll over budget years, set budget security and more. |
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 | Watch Now |
Coming Soon
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Approval Workflows – Ownership & RoutingA walk through of setting up approval workflows in CyberGrants to automate a robust and comprehensive approval process. |
A walk through of setting up approval workflows in CyberGrants to automate a robust and comprehensive approval process. |
Admins | 20 min | Watch Now |
Coming Soon
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Update an Approval WorkflowAn instructional video on updating an existing Grant Program approval workflow when there is a shift in admin user approval responsibilities. |
An instructional video on updating an existing Grant Program approval workflow when there is a shift in admin user approval responsibilities. |
Admins | 3 min | Watch Now |
Coming Soon
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Understanding Employee EngagementA high-level overview of the Employee Engagement program within CyberGrants. |
A high-level overview of the Employee Engagement program within CyberGrants. |
Admins | 15 min | Watch Now |
Coming Soon
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Understanding Organization Vetting for Employee Engagement ProgramsA comprehensive review of the process involved to vet a nominated organization to ensure program alignment and eligibility. |
A comprehensive review of the process involved to vet a nominated organization to ensure program alignment and eligibility. |
Admins | 40 min | Watch Now |
Coming Soon
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Understanding Grants ManagementA high-level overview of the Grants Management program within CyberGrants. |
A high-level overview of the Grants Management program within CyberGrants. |
Admins | 15 min | Watch Now |
Coming Soon
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Understanding Pharma Proposal Types in CyberGrantsA high-level overview of the Pharma program and proposal types within CyberGrants. |
A high-level overview of the Pharma program and proposal types within CyberGrants. |
Admins | 20 min | Watch Now |
Coming Soon
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Using Bonterra eSignaturesAn overview of how to navigate and use the eSignature functionality for your Grant Management program to send documents for eSignature. |
An overview of how to navigate and use the eSignature functionality for your Grant Management program to send documents for eSignature. |
Admins | 9 min | Watch Now |
Coming Soon
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Configuring Bonterra eSignaturesAn overview of our eSignature capability providing instructions on configuring the feature to send documents for eSignature and incorporating it into your workflows. |
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 | Watch Now |
Coming Soon
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Salsa
Title & Description | Description | Users | Length | On-Demand | Webinar Registration |
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Adding Salsa CRM UsersHow to manage permissions and add roles to internal users |
How to manage permissions and add roles to internal users |
Admins | 15 min | Watch Now | |
Creating Constituents and SupportersHow to add Constituents in Salsa CRM https://bonterratech.zoom.us/meeting/register/tJIoc–hrDkqGdEUZBbOzLRP94LYb_NFpmMKand Supporters in Salsa Engage |
How to add Constituents in Salsa CRM https://bonterratech.zoom.us/meeting/register/tJIoc–hrDkqGdEUZBbOzLRP94LYb_NFpmMKand Supporters in Salsa Engage |
Admins | 15 min | Coming Soon | |
Adding Donations in Salsa CRMWalkthrough of adding donations in Salsa CRM |
Walkthrough of adding donations in Salsa CRM |
Admins | 15 min | Coming Soon | |
Managing Recurring DonationsHow to add, edit, and delete recurring donations |
How to add, edit, and delete recurring donations |
Admins | 15 min | Coming Soon | |
Preparing a Spreadsheet for Advanced importBest practices for formatting your organization’s spreadsheet for advanced import in Salsa CRM |
Best practices for formatting your organization’s spreadsheet for advanced import in Salsa CRM |
Admins | 15 mins | Coming Soon | |
Advanced Importing and Resolution QueueHow to complete a data import and manage the resolution queue in Salsa CRM |
How to complete a data import and manage the resolution queue in Salsa CRM |
Admins | 15 mins | Coming Soon | |
Getting Started with Salsa as a New UserIn this webinar, new admins of existing Salsa customers get an overview of training webinars, Customer Support, and a full walkthrough of the software. |
In this webinar, new admins of existing Salsa customers get an overview of training webinars, Customer Support, and a full walkthrough of the software. |
New Admins | 30 min | Coming Soon |
GiveGab
Title & Description | Description | Users | Length | On-Demand | Webinar Registration |
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Getting Started with Giving DaysIn 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! |
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 | Watch Now | |
Getting the Most of Giving Days with Matches & ChallengesIn 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. |
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. |
Giving Day Participants | 45 min | Watch Now | |
Wrapping up your Giving DayIn 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. |
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 | Watch Now |
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