Expert training and education

A high-level overview of the structure and fundamental features of Apricot: sites, programs, users, permissions, forms and reports.

Familiarize yourself with the basic navigation of your Apricot database.

Learn about the importance of data integrity and develop an understanding of Forms and Linking within your Apricot.

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.

Learn how to use the Classes & Terms feature for tracking attendance.

Learn best practices for tracking attendance via Classes and Events Tier 1 Document Folder.

Learn new strategies for maintaining a healthy Apricot long term, including the importance of outcomes and developing change management and governance frameworks.

Understand the duties and expectations of an Administrator.

Learn how to design custom forms for tracking subject identity and demographics.

Learn how to design custom forms for tracking interactions with subjects.

Discover how to use masked value fields and calculations in the form designer.

Understand the purpose of and best practices for working with linking fields in the form designer.

Walk through expected behavior of various form field types within the Report Builder to aid in making informed decisions when designing.

Learn the best practices and expected behavior when building custom reports.

Learn the best practices and expected behaviors of the filter tool within the Report Builder.

Walks through lesser-known features that make the user experience easier and more practical.

Learn the best practices for utilizing the form template library and benefits of leveraging the existing reports for streamlined building.

Covers the best practices for managing and creating custom sites and programs.

Covers best practice for expanding and restricting users’ access to various features in the software.

Walks administrators through best practices for creating, updating and removing user accounts.

Walk through best practices for uploading data into Apricot.

Walks through 3 most common challenges users face when uploading data and how to avoid them.

Learn tips and best practices for preparing your site and team members to start tracking real data in the software.

Best practices for making changes to forms and how changes impact reporting.

Learn the best practices for helping staff develop good login habits and tips for troubleshooting common user issues.

Shows new Administrators who’ve inherited Apricot from a previous administrator how to survey their site to understand their current Apricot Design.

Walks through top 3 mistakes users see when running reports and how to trouble shoot each.

Review how to replace existing fields when re-designing your forms.

Learn how to build a report that identifies Record IDs for a smooth and accurate data import.

Learn how to import data from an original field to a new field within your form.

Review best practices and considerations when moving data to a new field in your form.

Learn tips and tricks for effectively searching records and troubleshooting record access.

Covers adding limits to your reports with relevant use cases.

Walks through adding filters to the limits within your reports to refine results.

Reviews aliases and how to meaningfully use them in reporting.

Understand how filters work with aliases in your reports.

Learn to utilize Intake Forms to encourage seamless self-referrals to your agency.

Learn to build a report that identifies new records created through your Intake form.

Covers Program Assignment options for new records and how to adjust Program Assignment for existing records to maintain data security.

Learn how to setup the Caseloads feature to assign Participants to Users and help focus their attention and access.

Discover different summary options in Apricot Reporting to help tell the story of your impact.

Understand the strengths of Results Reporting to know when to use this more robust tool versus Apricot Native Reporting.

Learn an alternative to multi-select fields and checkboxes that allows for easy tracking and reporting on multiple services in one interaction.

Understand the different attendance tracking options in Apricot to pick what’s right for your events, classes and activities.

Learn our Form Logic feature to set up conditional questions and actions that help your staff collect the most relevant information.

Discover how our Connect and Direct Messaging features can help you engage and empower your Participants.

Understand how to use Smart Lists for questions with a dynamic list of answer choices based on your own data.

Learn the benefits of our new Permissions and how to make the switch.

Learn how to use Apricot’s new Inventory feature for managing physical resources.

Understand the best tools for tracking different types of referrals in Apricot.

Learn how to build successful and accurate reports with multiple data sources.

Uncover the variety of options for adding visual representation to your Apricot reports.

Discover strategies for building and sharing surveys and assessments with your key audiences to understand your impact.

Learn best practices for analyzing survey and assessment data to draw actionable insights.

Understand how to enable certain users to support your with Admin-like capabilities.

Learn features and tactics to help improve your user experience in Apricot and save your staff time.

Review features like Schedule and Rules & Alerts that help surface priorities in Apricot for your users.

Familiarize yourself with the basic structure and navigation of your ETO database

Learn best practices for preventing duplicates when adding new participants and/or families into the system

Learn best practices for data integrity when working with core features in ETO

Discover how to use Entities to track your partnerships with other organizations in your community

Review best practices and troubleshooting tips for logging in

Learn useful settings to unify the navigation across your enterprise

Learn how to move participant groups across sites in your enterprise

Review best practices and considerations when moving participants across sites on the enterprise

Learn tips and tricks for effectively viewing and managing demographics

Learn tips and tricks for ensuring TouchPoint data is visible for the right users and programs

Review best practices and considerations when uploading data into ETO

Discover useful tools for troubleshooting common batch upload challenges

Understand the various settings impacting how Results reports return data

Learn tips for troubleshooting the most common challenges users face when running reports

Understand formatting tools to customize the look and feel of Results reports.

Learn how to use the sorting tool to customize the layout of data in reports

Discover the best practices for using Query Filters to narrow data sets

Discover how and when to use Report Filters to adjust data displayed by reports

Understand how and when to use Input Controls to adjust data displayed by reports

Understand how to use Footer Calculations to summarize or clarify data in tables and use references to optimally position this information

Develop a strong foundation for writing formulas

Understand best practices for writing formulas and variables and understand when to use each tool

Discover how to use formatting tools to spot trends, anomalies and more

Learn how to organize data in reports to achieve a polished look when printing

Discover the best practices for using finding specific data more efficiently when using Query Filters

Discover powerful tools for data visualization that make it easier to interpret information

Learn the most common formulas used in Results to for deeper data analysis

Discover common formulas that work well with summary tables to support more complex data analysis

Learn how to highlight important data points, such as records that meet particular conditions, like high performance or compliance issues.

Discover how to create clear and structured data visualizations that enable effective comparisons of metrics across multiple categories.

Learn 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 work with multi-dimensional or hierarchical data structures. In the context of results reporting.

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

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

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

This course covers adding designations to reflect your financials processing needs, establishing gateways for contributions processing, and establishing connections on contributions forms

This course covers Contact Records Matching, Merging Duplicate Contact Records, Deleting Contact Records, and data management best practices

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

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.

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.

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.

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.

This course covers learning email performance terms, tracking Targeted Email performance and statistics, and improving deliverability with email scoring.

This course covers using contribution costs to increase contribution amounts and creating more sustainers using a Recurring Upsell Lightbox.

This course covers processing refunds for contributions, processing donations on mobile devices, and how to create and use Self-Service pages.

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.

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

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

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

This course provides an overview of events in EveryAction, viewing and sharing scheduled events, and creating an event signup form.

This course provides a walkthrough on scheduling people for an event, creating event signup templates, and creating event signup 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.

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

This course covers reviewing the Volunteer Management Dashboard, learning more about recruitment, and exploring how to manage events, phone banks, and distributed canvasses.

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

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

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.

This course provides an overview of Virtual Phone Bank, creating Virtual Phone Banks, making Virtual Phone Bank calls, and reporting on Virtual Phone Bank

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.

A deep dive into the Report Manager and its functions, including creating Export Formats, using Fundraising Analysis, Counts and Crosstabs, and the Analytics Dashboard.

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.

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.

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!

An introduction to onboarding, data import and logging in your new system.

TBD

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.

Help you gather and prepare your data for import

This webinar will prepare you for every step of the self-import process.

Create financial reports and build segmented lists for targeted outreach.

How to build your first donor engagement email.

Review acknowledgment process and learn how to create templates

Build and manage your Event page

Build and manage your Auction

Run and close your Auction

This webinar will walk through the setup process for Bonterra Payments so you can start receiving donations in your software as soon as possible.

This advanced webinar will dive into the advanced functions of the Network for Good email builder.

This advanced webinar will help you build confidence in using Forms and walk through creating an Email Signup Form.

This advanced webinar will teach you how to build and use Network for Good’s Peer to Peer Fundraising Pages.

This 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 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 walks you through setting up a custom email domain in Network for Good to personalize your From Email.

This 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 help you understand how to properly use soft credits in your software to recognize supporters that influenced gifts.

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.

This advanced webinar will help you build confidence in your upcoming live, in-person auction.

Join us for the monthly download of new features and improvements of your Network for Good software!
In this webinar, you will:
– deep dive into the new releases
– see a demo of any applicable changes
– have a chance to have your questions answered in an extended Q&A

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

An overview of the implementation process including customer expectations and phases of the onboarding journey.

An overview of the Data Extract extension pack including the process involved, file format and client expectations.

An overview of the Alert expansion pack including the key components involved and example use cases.

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.

A review of HR Feeds for Employee Engagement programs – the process of transmitting your HR data into CyberGrants.

An overview of the Bonterra Contact Center support resource including team structure, availability and processes for managing support inquiries.

An instructional video on setting up Support Areas to proactively answer common end user questions.

A review of email events and reminders, including setting up a daily digest of important content for approvers!

A look into how our CyberGrants Disbursement Solution streamlines payment processing and maximizes philanthropic impact.

Taking a look at the budget management feature – how to create a budget, roll over budget years, set budget security and more.

A walk through of setting up approval workflows in CyberGrants to automate a robust and comprehensive approval process.

An instructional video on updating an existing Grant Program approval workflow when there is a shift in admin user approval responsibilities.

A high-level overview of the Employee Engagement program within CyberGrants.

A comprehensive review of the process involved to vet a nominated organization to ensure program alignment and eligibility.

A high-level overview of the Grants Management program within CyberGrants.

A high-level overview of the Pharma program and proposal types within CyberGrants.

An overview of how to navigate and use the eSignature functionality for your Grant Management program to send documents for eSignature.

An overview of our eSignature capability providing instructions on configuring the feature to send documents for eSignature and incorporating it into your workflows.

How to manage permissions and add roles to internal users

How to add Constituents in Salsa CRM https://bonterratech.zoom.us/meeting/register/tJIoc–hrDkqGdEUZBbOzLRP94LYb_NFpmMKand Supporters in Salsa Engage

Walkthrough of adding donations in Salsa CRM

How to add, edit, and delete recurring donations

Best practices for formatting your organization’s spreadsheet for advanced import in Salsa CRM

How to complete a data import and manage the resolution queue in Salsa CRM

In 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 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’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.

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.