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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

TitleCourse DescriptionAudienceDurationLink to RecordingLive Webinar Registration
Starting Strong with ApricotA high-level overview of the structure and fundamental features of Apricot: sites, programs, users, permissions, forms and reports.All users25 minView Recording

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Navigating Apricot with EaseFamiliarize yourself with the basic navigation of your Apricot database.All users25 minView Recording

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Tracking Participants’ ProgressLearn about the importance of data integrity and develop an understanding of Forms and Linking within your Apricot.All users25 minView Recording

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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.All users25 minView Recording

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Entering Attendance via Classes & TermsLearn how to use the Classes & Terms feature for tracking attendance.All users25 minView RecordingRegister here
Entering Attendance via the Registration GridLearn best practices for tracking attendance via Classes and Events Tier 1 Document Folder.All users25 minComing soonRegister here
Becoming a Strong AdminUnderstand the duties and expectations of an Administrator.Admins25 minView Recording

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Designing a Profile FormLearn how to design custom forms for tracking subject identity and demographics.Admins25 minView Recording

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Designing Forms for Tracking Services, Case Notes, Interactions and MoreLearn how to design custom forms for tracking interactions with subjects.Admins25 minView Recording

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Measuring Client Progress via FormsDiscover how to use masked value fields and calculations in the form designer.Admins25 minView Recording

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Linking Data for Effective ReportingUnderstand the purpose of and best practices for working with linking fields in the form designer.Admins25 minView Recording

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Managing User AccessCovers best practice for expanding and restricting users' access to various features in the software.Admins25 minView Recording

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Managing User AccountsWalks administrators through best practices for creating, updating and removing user accounts.Admins25 minView Recording

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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.Admins25 minView Recording

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Extracting Your Data; A Best Practice Guide for Building ReportsLearn the best practices and expected behavior when building custom reports.Admins25 minView Recording

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Analyzing Your Data with Report FiltersLearn the best practices and expected behaviors of the filter tool within the Report Builder.Admins25 minView Recording

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Getting Staff Buy-inWalks through lesser-known features that make the user experience easier and more practical.Admins25 minView Recording

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Managing Your Sites & ProgramsCovers the best practices for managing and creating custom sites and programs.Admins25 minView Recording

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Preparing Your Apricot RolloutLearn tips and best practices for preparing your site and team members to start tracking real data in the software.Admins25 minView Recording

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Uploading Data into ApricotWalk through best practices for uploading data into Apricot.Admins25 minView Recording

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Troubleshooting Your Data Upload; A Best Practice GuideWalks through 3 most common challenges users face when uploading data and how to avoid them.Admins25 minView Recording

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Supporting New Users; A Best Practice GuideLearn the best practices for helping staff develop good login habits and tips for troubleshooting common user issues.Admins25 minView Recording

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Modifying FormsBest practices for making changes to forms and how changes impact reporting.Admins25 minView Recording

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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.Admins25 minView Recording

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Optimizing Your ApricotLearn new strategies for maintaining a healthy Apricot long term, including the importance of outcomes and developing change management and governance frameworks.Admins25 minView Recording

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Troubleshooting Your ReportWalks through top 3 mistakes users see when running reports and how to trouble shoot each.Admins25 minView Recording

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Working with Form and Report TemplatesLearn the best practices for utilizing the form template library and benefits of leveraging the existing reports for streamlined building.Admins25 minView Recording

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

TitleCourse DescriptionAudienceDurationLink to RecordingLive Webinar Registration
Replacing Fields in FormsReview how to replace existing fields when re-designing your forms.Admins15 minView RecordingRegister here
Building Reports to Pull Record IDs for ImportLearn how to build a report that identifies Record IDs for a smooth and accurate data import.Admins15 minView RecordingRegister here
Importing Data into New FieldsLearn how to import data from an original field to a new field within your form.Admins15 minView Recording

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Best Practices when Replacing Fields in FormsReview best practices and considerations when moving data to a new field in your form.Admins15 minView Recording

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Searching For Records and Record AccessLearn tips and tricks for effectively searching records and troubleshooting record access.Admins15 minView Recording

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Using Limits in ReportingCovers adding limits to your reports with relevant use cases.Admins15 minView Recording

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Adding Filters to LimitsWalks through adding filters to the limits within your reports to refine results.Admins15 minView Recording

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Using Aliases in ReportingReviews aliases and how to meaningfully use them in reporting.Admins15 minView Recording

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Adding Filters to AliasesUnderstand how filters work with aliases in your reports.Admins15 minView Recording

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Building Your Intake FormLearn to utilize Intake Forms to encourage seamless self-referrals to your agency.Admins15 minView Recording

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Building Reports to Locate Intake RecordsLearn to build a report that identifies new records created through your Intake form.Admins15 minView RecordingComing soon

Check out these advanced webinars!

TitleCourse DescriptionAudienceDurationLink to RecordingLive Webinar Registration
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.Admins45 minView RecordingRegister here
Streamlining Staff Access to their CaseloadLearn how to setup the Caseloads feature to assign Participants to Users and help focus their attention and access.Admins45 minView RecordingRegister here
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.Admins45 minView RecordingRegister here
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.Admins45 minView RecordingRegister here
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.Admins45 minView RecordingRegister here
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.Admins45 minView RecordingRegister here
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.Admins45 minView RecordingRegister here
Setting Up Participant Portal​: Connect & Engage with Key AudiencesDiscover how our Connect and Direct Messaging features can help you engage and empower your Participants.Admins45 minView RecordingRegister here
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.Admins45 minView RecordingRegister here
How to Migrate to Role Based PermissionsLearn the benefits of our new Permissions and how to make the switch.Admins45 minView RecordingRegister here
Managing Inventory in Apricot​: Beds/Rooms, Item Borrowing and DistributionLearn how to use Apricot's new Inventory feature for managing physical resources.Admins45 minView RecordingRegister here
Tracking Internal & External Referrals with ApricotUnderstand the best tools for tracking different types of referrals in Apricot.Admins45 minView RecordingRegister here
Building Reports with Multiple forms: A Best Practice GuideLearn how to build successful and accurate reports with multiple data sources.Admins45 minView RecordingRegister here
Using Graphs in Reporting: Deep Dive into Graphing OptionsUncover the variety of options for adding visual representation to your Apricot reports.Admins45 minView RecordingRegister here
Creating Surveys & AssessmentsDiscover strategies for building and sharing surveys and assessments with your key audiences to understand your impact.Admins45 minView RecordingRegister here
Gaining Insights from Survey & Assessment DataLearn best practices for analyzing survey and assessment data to draw actionable insights.Admins45 minView RecordingRegister here
Granting Standard Users​ Advanced PermissionsUnderstand how to enable certain users to support your with Admin-like capabilities.Admins45 minView RecordingRegister here
Streamlining Staff WorkflowLearn features and tactics to help improve your user experience in Apricot and save your staff time.Admins45 minView RecordingRegister here
Helping Users Prioritize Key Tasks in ApricotReview features like Schedule and Rules & Alerts that help surface priorities in Apricot for your users.Admins45 minView RecordingRegister here

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

TitleCourse DescriptionAudienceDurationLink to RecordingLive Webinar Registration
Navigating ETOFamiliarize yourself with the basic structure and navigation of your ETO databaseAll users25 minView Recording

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Working with Participants & FamiliesLearn best practices for preventing duplicates when adding new participants and/or families into the systemAll users25 minView Recording

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Data Entry in ETOLearn best practices for data integrity when working with core features in ETOAll users25 minView Recording

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Working with EntitiesDiscover how to use Entities to track your partnerships with other organizations in your communityAll users25 minView Recording

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

TitleCourse DescriptionAudienceDurationLink to RecordingLive Webinar Registration
Logging Into ETOReview best practices and troubleshooting tips for logging inAll users15 minView RecordingRegister here
Enterprise Navigation SettingsLearn useful settings to unify the navigation across your enterpriseEnterprise Admins15 minView Recording

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Participant Groups Across the EnterpriseLearn how to move participant groups across sites in your enterpriseAll users15 minView Recording

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Duplicated Participants Across the EnterpriseReview best practices and considerations when moving participants across sites on the enterpriseEnterprise Admins15 minView Recording

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Demographic VisibilityLearn tips and tricks for effectively viewing and managing demographicsAdmins15 minView Recording

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Troubleshooting TouchPoint Data VisibilityLearn tips and tricks for ensuring TouchPoint data is visible for the right users and programsAdmins15 minView Recording

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Batch Upload Best PracticesReview best practices and considerations when uploading data into ETOAdmins15 minView Recording

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Troubleshooting Batch UploadDiscover useful tools for troubleshooting common batch upload challengesAdmins15 minView Recording

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Results Report SecurityUnderstand the various settings impacting how Results reports return dataAdmins15 minView Recording

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Troubleshooting ReportsLearn tips for troubleshooting the most common challenges users face when running reportsAdmins15 minView Recording

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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!

TitleCourse DescriptionAudienceDurationLink to RecordingLive Webinar Registration
Basic FormattingUnderstand formatting tools to customize the look and feel of Results reportsAdmins25 minView Recording

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Ordering and Sorting DataLearn how to use the sorting tool to customize the layout of data in reportsAdmins25 minView Recording

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Query FiltersDiscover the best practices for using Query Filters to narrow data setsAdmins25 minView Recording

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Report FiltersDiscover how and when to use Report Filters to adjust data displayed by reportsAdmins25 minView Recording

Register here

Input ControlsUnderstand how and when to use Input Controls to adjust data displayed by reportsAdmins25 minView RecordingRegister here
Footer Calculations and ReferencesUnderstand how to use Footer Calculations to summarize or clarify data in tables and use references to optimally position this informationAdmins25 minView Recording

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Formula BasicsDevelop a strong foundation for writing formulasAdmins25 minView Recording

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Formula Bar and Variable EditorUnderstand best practices for writing formulas and variables and understand when to use each toolAdmins25 minView Recording

Register here

Check out these advanced webinars!

TitleCourse DescriptionAudienceDurationLink to RecordingLive Webinar Registration
Conditional FormattingDiscover how to use formatting tools to spot trends, anomalies and moreAdmins25 minComing soonRegister here
Design for PrintingLearn how to organize data in reports to achieve a polished look when printingAdmins25 minComing soonRegister here
Advanced Query FiltersDiscover the best practices for using finding specific data more efficiently when using Query FiltersAdmins25 minComing soonRegister here
Charts & GraphsDiscover powerful tools for data visualization that make it easier to interpret informationAdmins25 minComing soonRegister here
Common FormulasLearn the most common formulas used in Results to for deeper data analysisAdmins25 minComing soonRegister here
Popular Advanced FormulasDiscover common formulas that work well with summary tables to support more complex data analysisAdmins25 minComing soonRegister here
FlagsLearn how to highlight important data points, such as records that meet particular conditions, like high performance or compliance issues.Admins45 minComing soonRegister here
CrosstabsDiscover how to create clear and structured data visualizations that enable effective comparisons of metrics across multiple categories.Admins45 minComing soonRegister here
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.Admins45 minComing soonRegister here
Unflattened DataLearn how to work with multi-dimensional or hierarchical data structures. In the context of results reporting.Admins45 minComing soonRegister 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.

TitleCourse DescriptionAudienceDurationLink to RecordingLive 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 supportAll users25 minView Recording

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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 dataAdmins25 minView Recording

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Collecting Contributions with EaseThis course covers adding designations to reflect your financials processing needs, establishing gateways for contributions processing, and establishing connections on contributions formsSite Administrators and Digital Users25 minView Recording

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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 users25 minView Recording

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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 UploadAdministrators and Digital Users25 minView Recording

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Keeping Your Contacts Clean; A Best Practice GuideThis course covers Contact Records Matching, Merging Duplicate Contact Records, Deleting Contact Records, and data management best practicesAll users25 minView Recording

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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 recordsAll users25 minView Recording

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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 CodesAll users25 minView Recording

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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 usesAll users25 minView Recording

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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 IntegrationEvents Management users25 minView Recording

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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 ActionsAll users25 minView Recording

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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 FormAll users25 minView Recording

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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 formsEvents Management users25 minView Recording

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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 deliveryAll users25 minComing soon!

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Managing VolunteersThis course covers reviewing the Volunteer Management Dashboard, learning more about recruitment, and exploring how to manage events, phone banks, and distributed canvassesVolunteer Management users25 minView Recording

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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 AnalysisDonor Management users25 minView Recording

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Managing and Refunding ContributionsThis course covers processing refunds for contributions, processing donations on mobile devices, and how to create and use Self-Service pagesAll users25 minView Recording

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Boosting ContributionsThis course covers using contribution costs to increase contribution amounts and creating more sustainers using a Recurring Upsell LightboxAll users25 minView Recording

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Creating & Managing EventsThis course provides an overview of events in EveryAction, viewing and sharing scheduled events, and creating an event signup formAll users25 minView Recording

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Managing Event ParticipationThis course provides a walkthrough on scheduling people for an event, creating event signup templates, and creating event signup formsAll users25 minView Recording

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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 EmailAll users25 minView Recording

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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 emailsAll users25 minView Recording

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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 reusablesAll users25 minView Recording

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Analyzing Email EffectivenessThis course covers learning email performance terms, tracking Targeted Email performance and statistics, and improving deliverability with email scoringAll users25 minView Recording

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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 BankAll users25 minView RecordingComing soon

Check out these advanced webinars!

TitleCourse DescriptionAudienceDurationLink to RecordingLive Webinar Registration
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. For admin/end users of EveryAction that are currently using both the Development and Online Actions tools in the system.All users45 minComing soon

Register here

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.All users45 minComing soonRegister here
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.All users45 minComing soonRegister here
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.All users45 minComing soonRegister here
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.All users45 minComing soonRegister here
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.All users45 minComing soonRegister 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!

You can also register for Network for Good: New Releases & Updates Webinar

TitleCourse DescriptionAudienceDurationLink to RecordingLive Webinar Registration
Setting up Your Organization for SuccessAn introduction to onboarding, data import and logging in your new system.New Organizations25 minView Recording

Register here

Getting Started with NFG as a New AdminIn this webinar, new admins of existing Network for Good customers get an overview of training webinars, Customer Support, and a full walkthrough of the software.New Admins30 minComing soonRegister here

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 users25 minView Recording

Register here

Preparing Your Organization’s Data for the Data Import TeamHelp you gather and prepare your data for importCustomers with a paid data migration service25 minView Recording

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Self-Importing Your Data SuccessfullyThis webinar will prepare you for every step of the self-import process.Any organization self-importing45 minView RecordingRegister here
Sending an Email BlastHow to build your first donor engagement email.All users25 minView Recording

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Saying Thanks with AcknowledgmentsReview acknowledgment process and learn how to create templatesAll users25 minView Recording

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Leveraging Your Data via FiltersCreate financial reports and build segmented lists for targeted outreachAdvanced users25 minView Recording

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Setting Up and Running an EventBuild and manage your Event pageEvents users25 minView Recording

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Setting Up an AuctionThis webinar focuses on building an auction page, adding items, and ways to add bidders.Auctions users25 minView Recording

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Running and Closing an AuctionThis webinar focuses on the bidder experience, managing bids during the auction, and the checkout process.Auctions users25 minView RecordingRegister here

Register for Advanced webinars here!

TitleCourse DescriptionAudienceDurationLink to RecordingLive Webinar Registration
Elevating Your Email BlastsThis advanced webinar will dive into the advanced functions of the Network for Good email builder.Communications staff30 minComing soon

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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.All users30 minComing soonRegister here
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.All users45 minComing soonRegister here
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.Development/Finance45 minComing soonRegister here
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.Advanced Admins45 minComing soonRegister here
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.Advanced Admins45 minComing soonRegister here

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

TitleCourse DescriptionAudienceDurationLink to Recording
Implementation OverviewAn overview of the implementation process including customer expectations and phases of the onboarding journey.Admins15 minView Recording
Data Extract Extension PackAn overview of the Data Extract extension pack including the process involved, file format and client expectations.Admins20 minView Recording
Alert Extension Pack OverviewAn overview of the Alert expansion pack including the key components involved and example use cases.Admins15 minView Recording
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.Admins25 minView Recording
HR FeedsA review of HR Feeds for Employee Engagement programs – the process of transmitting your HR data into CyberGrants.Admins30 minView Recording
Contact Center Support for End UsersAn overview of the Bonterra Contact Center support resource including team structure, availability and processes for managing support inquiries.Admins15 minView Recording
How to Configure Support Areas for AdminsAn instructional video on setting up Support Areas to proactively answer common end user questions.Admins15 minView Recording
Understanding Email Events & RemindersA review of email events and reminders, including setting up a daily digest of important content for approvers!Admins25 minView Recording
Understanding CyberGrants Disbursement SolutionsA look into how our CyberGrants Disbursement Solution streamlines payment processing and maximizes philanthropic impact.Admins25 minView Recording
Budget ManagementTaking a look at the budget management feature - how to create a budget, roll over budget years, set budget security and more.Admins20 minView Recording
Approval Workflows – Ownership & RoutingA walk through of setting up approval workflows in CyberGrants to automate a robust and comprehensive approval process.Admins20 minView Recording
Update an Approval WorkflowAn instructional video on updating an existing Grant Program approval workflow when there is a shift in admin user approval responsibilities.Admins3 minView Recording
Understanding Employee EngagementA high-level overview of the Employee Engagement program within CyberGrants.Admins15 minView Recording
Updating Eligibility Date RangesA walkthrough of updating the gift eligibility date range for employee engagement programs to control when applicants can create gifts, ensuring eligibility for the current program cycle.Admins3 minView Recording
Understanding Organization Vetting for Employee Engagement ProgramsA comprehensive review of the process involved to vet a nominated organization to ensure program alignment and eligibility.Admins40 minView Recording
Understanding Grants ManagementA high-level overview of the Grants Management program within CyberGrants.Admins15 minView Recording
Understanding Pharma Proposal Types in CyberGrantsA high-level overview of the Pharma program and proposal types within CyberGrants.Admins20 minView 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.Admins9 minView Recording
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.Admins19 minView 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

TitleCourse DescriptionAudienceDurationLink to RecordingLive Webinar Registration
Adding Salsa CRM UsersHow to manage permissions and add roles to internal usersAdmins15 minView Recording

Register here

Creating Constituents and SupportersHow to add Constituents in Salsa CRM and Supporters in Salsa EngageAdmins15 minComing soon

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Adding Donations in Salsa CRMWalkthrough of adding donations in Salsa CRMAdmins15 minComing soon

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Managing Recurring DonationsHow to add, edit, and delete recurring donationsAdmins15 minComing soon

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Preparing a Spreadsheet for Advanced importBest practices for formatting your organization's spreadsheet for advanced import in Salsa CRMAdmins15 minsComing soon

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Advanced Importing and Resolution QueueHow to complete a data import and manage the resolution queue in Salsa CRMAdmins15 minsComing soon

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Salsa Foundations Webinars

TitleCourse DescriptionAudienceDurationLink to RecordingLive Webinar Registration
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.New Admins30 minComing soon

Register here

Are you participating in an upcoming giving day?  We recommend you attend the following webinars in the order they are listed below

TitleCourse DescriptionAudienceDurationLink to RecordingLive Webinar Registration
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!Giving Day Participants45 minView Recording

Register here

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.
Audience: Giving Day Participants.
Giving Day Participants45 minView RecordingRegister here
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.Giving Day Participants45 minView RecordingRegister here

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